Herbert a Gellerman Family Foundation

990PF • Fiscal year 2020 • EIN 36-3131702

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 29, 2020

Organization Profile

3490 Crow Lake DriveBettendorf, IA 52722

(563) 505-6254

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-99%

Higher net margin than 10% of similar nonprofits.

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

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

-4.0%

Faster asset growth than 36% of similar nonprofits.

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

61%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$207,433

Down $8,579 (-4.0%) from 2019

Net Assets

Down

$207,433

Down $8,579 (-4.0%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin10th percentile

Revenue

$11,191

Up $4,255 (+61%) from 2019

Expenses

Down

$22,232

Down $4,933 (-18%) from 2019

Net Income

-$11,041

Up $9,188 (+45%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

Highlighted filing

2020

Assets$207,433

Liabilities$0

Net Assets$207,433

Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

Highlighted filing

2020

Revenue$11,191

Expenses$22,232

Net Income-$11,041

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2019 to Jun 30, 2020
Signed: Aug 29, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
David Gellerman	Director	-	$0	-	-
Sharon Gellerman	Director	-	$0	-	-
Stephanie Tansey	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Herbert A Gellerman Family Foundation
EIN: 36-3131702
Phone: 5635056254
Address: 3490 Crow Lake Drive, Bettendorf, IA 52722

Signing Officer

Name: David Gellerman
Title: President
Signed: 2020-08-29
Discuss with paid preparer: Yes

Preparer

Firm: Howard D Lerman & Associates Ltd
Address: 135 S LASALLE ST STE 2810, CHICAGO, IL 60603
Preparer: Howard D Lerman
Phone: 3125789898

Raw XML Appendix266 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/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	6189 Eagle Ridge Court
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	22232
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	34399
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	62489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	53913
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	22232
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	22232
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	267387
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Check usage fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Illinois Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Investment Fees
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	80
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	80
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	80
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	2462
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Cost Basis Adjustments
ReturnHeader/BuildTS	0	2020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	David Gellerman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Herbert A Gellerman Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	HERB
ReturnHeader/Filer/EIN	0	363131702
ReturnHeader/Filer/PhoneNum	0	5635056254
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3490 Crow Lake Drive
ReturnHeader/Filer/USAddress/CityNm	0	Bettendorf
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IA
ReturnHeader/Filer/USAddress/ZIPCd	0	52722
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	300585378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HOWARD D LERMAN & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	135 S LASALLE ST STE 2810
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	60603
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3125789898
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Howard D Lerman
ReturnHeader/ReturnTs	0	2020-08-29T14:31:56-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-07-01
ReturnHeader/TaxPeriodEndDt	0	2020-06-30
ReturnHeader/TaxYr	0	2019

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $207,433
Liabilities: $0
Net assets: $207,433
Revenue: $11,191
Expenses: $22,232
Net income: -$11,041

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.96	$0.00	$1.96	$0.15	$0.13	$0.02
2024Detailed filing. Detailed filing data is available for this year.	$1.94	$0.00	$1.94	$0.07	$0.14	$0.07
2023Detailed filing. Detailed filing data is available for this year.	$1.98	$0.00	$1.98	$0.17	$0.14	$0.31
2022Detailed filing. Detailed filing data is available for this year.	$2.36	$0.00	$2.36	$0.02	$0.23	$0.22
2021Detailed filing. Detailed filing data is available for this year.	$2.58	$0.00	$2.58	$0.69	$0.18	$0.51
2020Detailed filing. Detailed filing data is available for this year.	$2.07	$0.00	$2.07	$0.11	$0.22	$0.11
2019Detailed filing. Detailed filing data is available for this year.	$2.16	$0.00	$2.16	$0.07	$0.27	$0.20
2018Detailed filing. Detailed filing data is available for this year.	$2.38	$0.00	$2.38	$0.33	$0.34	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$2.44	$0.00	$2.44	$0.04	$0.63	$0.58
2016Detailed filing. Detailed filing data is available for this year.	$3.03	$0.00	$3.03	$0.10	$0.54	$0.63
2015Detailed filing. Detailed filing data is available for this year.	$3.64	$0.00	$3.64	$0.00	$0.67	$0.67