Civic Intelligence

William & Debra Gershen Foundation

990PF • Fiscal year 2020 • EIN 33-0867311

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 11, 2021

Organization Profile
2440 Impala DriveCarlsbad, CA 92010

(800) 433-1334

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-1381%

Higher net margin than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

20th percentile

-17%

Faster asset growth than 20% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-97%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$180,683

Down $37,463 (-17%) from 2019

Net Assets

Down

$180,683

Down $37,463 (-17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$2,712

Down $100,157 (-97%) from 2019

Expenses

Down

$40,175

Down $50,925 (-56%) from 2019

Net Income

Down

-$37,463

Down $49,232 (-418%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $158,435Liabilities 2010: $0Net Assets 2010: $158,4352010Assets 2011: $216,969Liabilities 2011: $0Net Assets 2011: $216,9692011Assets 2012: $174,363Liabilities 2012: $0Net Assets 2012: $174,3632012Assets 2013: $110,807Liabilities 2013: $0Net Assets 2013: $110,8072013Assets 2014: $132,856Liabilities 2014: $0Net Assets 2014: $132,8562014Assets 2015: $120,603Liabilities 2015: $0Net Assets 2015: $120,6032015Assets 2016: $98,158Liabilities 2016: $0Net Assets 2016: $98,1582016Assets 2017: $198,323Liabilities 2017: $0Net Assets 2017: $198,3232017Assets 2018: $206,370Liabilities 2018: $0Net Assets 2018: $206,3702018Assets 2019: $218,146Liabilities 2019: $0Net Assets 2019: $218,1462019Assets 2020: $180,683Liabilities 2020: $0Net Assets 2020: $180,6832020Assets 2021: $190,795Liabilities 2021: $0Net Assets 2021: $190,7952021Assets 2022: $212,062Liabilities 2022: $0Net Assets 2022: $212,0622022

Highlighted filing

2020

Assets$180,683
Liabilities$0
Net Assets$180,683
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2010: $66,5752010Expenses 2011: $95,0752011Expenses 2012: $96,3252012Revenue 2013: $43,019Expenses 2013: $106,575Net Income 2013: -$63,5562013Revenue 2014: $127,804Expenses 2014: $105,755Net Income 2014: $22,0492014Revenue 2015: $92,112Expenses 2015: $104,365Net Income 2015: -$12,2532015Revenue 2016: $62,230Expenses 2016: $84,675Net Income 2016: -$22,4452016Revenue 2017: $132,332Expenses 2017: $32,167Net Income 2017: $100,1652017Revenue 2018: $52,747Expenses 2018: $44,700Net Income 2018: $8,0472018Revenue 2019: $102,869Expenses 2019: $91,100Net Income 2019: $11,7692019Revenue 2020: $2,712Expenses 2020: $40,175Net Income 2020: -$37,4632020Revenue 2021: $32,822Expenses 2021: $22,710Net Income 2021: $10,1122021Revenue 2022: $98,042Expenses 2022: $76,775Net Income 2022: $21,2672022

Highlighted filing

2020

Revenue$2,712
Expenses$40,175
Net Income-$37,463
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM M GERSHENPres/Trustee-$0--
DEBRA GERSHEN RESIGNED 8102020Sectrea/T'Ee-$0--
MICHAEL HARRISONCFO/Trustee-$0--
HERBERT P SYDNEYSec/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Gershen Family Foundation
EIN
33-0867311
Phone
8004331334
Address
2440 IMPALA DRIVE, CARLSBAD, CA 92010

Signing Officer

Name
William M Gershen
Title
Pres/trustee
Phone
8004331334
Signed
2021-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Sydney Amster Green & Horowitz Pllc
Address
122 E 42ND ST RM 720, NEW YORK, NY 10168-0699
Preparer
David S Green Esq
Phone
2129868671
Raw XML Appendix260 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM M GERSHEN
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt078521
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt033871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt080414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt097828
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt097828
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0241229
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024538
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt078521
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt033871
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023885
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt080414
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024538
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0339057
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0314519
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UBS MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M GERSHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08004331334
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GERSHEN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GERS
ReturnHeader/Filer/EIN0330867311
ReturnHeader/Filer/PhoneNum08004331334
ReturnHeader/Filer/USAddress/AddressLine1Txt02440 IMPALA DRIVE
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201349045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SYDNEY AMSTER GREEN & HOROWITZ PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0122 E 42ND ST RM 720
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101680699
ReturnHeader/PreparerPersonGrp/PhoneNum02129868671
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S GREEN ESQ
ReturnHeader/ReturnTs02021-03-08T12:23:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERSHEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,683
Liabilities
$0
Net assets
$180,683
Revenue
$2,712
Expenses
$40,175
Net income
-$37,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.98$0.77$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.33$0.23$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.03$0.40$0.37
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$1.03$0.91$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.53$0.45$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$1.32$0.32$1.00
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.62$0.85$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.92$1.04$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.28$1.06$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.43$1.07$0.64
2012Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.96
2011Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.95
2010Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.67