Herbert a Gellerman Family Foundation

990PF • Fiscal year 2021 • EIN 36-3131702

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 25, 2021

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.

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

0.00x

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

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

75%

Higher net margin than 93% of similar nonprofits.

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

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

25%

Faster asset growth than 73% of similar nonprofits.

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

516%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets57th percentile

Assets

$258,347

Up $50,914 (+25%) from 2020

Net Assets

$258,347

Up $50,914 (+25%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin93rd percentile

Revenue

$68,956

Up $57,765 (+516%) from 2020

Expenses

Down

$17,577

Down $4,655 (-21%) from 2020

Net Income

$51,379

Up $62,420 (+565%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

Highlighted filing

2021

Assets$258,347

Liabilities$0

Net Assets$258,347

Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

Highlighted filing

2021

Revenue$68,956

Expenses$17,577

Net Income$51,379

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2020 to Jun 30, 2021
Signed: Oct 25, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay78th 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: 2021-10-25
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 Appendix304 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/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	22232
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	27165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	34399
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	62489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	53913
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	53913
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	163862
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	17577
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	22232
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	27165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	34399
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	62489
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	17577
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	17577
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	217775
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	200198
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	4261
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	4261
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	4261
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	4261
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	465
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Cost basis adjustments
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Check usage fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Illinois Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Merrill Lynch Account Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	Morgan Stanley Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	2
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	175
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	614
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	2
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	614
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	614
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	David Gellerman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-10-25
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	2021-10-25T09:42:47-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Gellerman
ReturnHeader/TaxPeriodBeginDt	0	2020-07-01
ReturnHeader/TaxPeriodEndDt	0	2021-06-30
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $258,347
Liabilities: $0
Net assets: $258,347
Revenue: $68,956
Expenses: $17,577
Net income: $51,379

	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