Civic Intelligence

William & Debra Gershen Foundation

990PF • Fiscal year 2021 • EIN 33-0867311

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 17, 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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

74th percentile

31%

Higher net margin than 74% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

5.6%

Faster asset growth than 53% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

1110%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$190,795

Up $10,112 (+5.6%) from 2020

Net Assets

Up

$190,795

Up $10,112 (+5.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin74th percentile

Revenue

Up

$32,822

Up $30,110 (+1110%) from 2020

Expenses

Down

$22,710

Down $17,465 (-43%) from 2020

Net Income

Up

$10,112

Up $47,575 (+127%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2021

Assets$190,795
Liabilities$0
Net Assets$190,795
Open 2021 Filing

Operations Trend

Revenue Growth98th 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

2021

Revenue$32,822
Expenses$22,710
Net Income$10,112
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 17, 2021
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM M GERSHENPres/Trustee-$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
2021-02-17

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 Appendix271 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/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0241229
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0VANGUARD INDUSTRIES EAST INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0VANGUARD INDUSTRIES WEST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01172 AZALEA GARDEN ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12440 IMPALA DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NORFOLK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CARLSBAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd023502
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd192008
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt115000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UBS MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - 2020
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M GERSHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08004331334
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-17
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/PreparationDt02022-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S GREEN ESQ
ReturnHeader/ReturnTs02022-04-12T09:29:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERSHEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$190,795
Liabilities
$0
Net assets
$190,795
Revenue
$32,822
Expenses
$22,710
Net income
$10,112
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
2021Detailed filing. Detailed filing data is available for this year.$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