Civic Intelligence

The Gumerlock Family Foundation

990PF • Fiscal year 2018 • EIN 36-4200084

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 19, 2018

Organization Profile
C/O Robert Gumerlock 964 Egan AvePacific Grove, CA 93950

(650) 387-7075

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

5th percentile

-93%

Higher net margin than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

30th percentile

-3.1%

Faster asset growth than 30% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,597,471

Down $50,777 (-3.1%) from 2017

Net Assets

Down

$1,597,471

Down $50,777 (-3.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin5th percentile

Revenue

Up

$54,631

Up $16,235 (+42%) from 2017

Expenses

Up

$105,408

Up $3,145 (+3.1%) from 2017

Net Income

Up

-$50,777

Up $13,090 (+20%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,893,117Liabilities 2013: $0Net Assets 2013: $1,893,1172013Assets 2014: $1,829,903Liabilities 2014: $0Net Assets 2014: $1,829,9032014Assets 2015: $1,775,456Liabilities 2015: $0Net Assets 2015: $1,775,4562015Assets 2016: $1,712,115Liabilities 2016: $0Net Assets 2016: $1,712,1152016Assets 2017: $1,648,248Liabilities 2017: $0Net Assets 2017: $1,648,2482017Assets 2018: $1,597,471Liabilities 2018: $0Net Assets 2018: $1,597,4712018Assets 2019: $1,565,028Liabilities 2019: $0Net Assets 2019: $1,565,0282019Assets 2020: $1,416,695Liabilities 2020: $0Net Assets 2020: $1,416,6952020Assets 2021: $1,355,774Liabilities 2021: $0Net Assets 2021: $1,355,7742021Assets 2022: $1,302,664Liabilities 2022: $0Net Assets 2022: $1,302,6642022Assets 2023: $1,241,701Liabilities 2023: $0Net Assets 2023: $1,241,7012023Assets 2024: $1,208,969Liabilities 2024: $0Net Assets 2024: $1,208,9702024Assets 2025: $1,152,186Liabilities 2025: $0Net Assets 2025: $1,152,1862025

Highlighted filing

2018

Assets$1,597,471
Liabilities$0
Net Assets$1,597,471
Open 2018 Filing

Operations Trend

Revenue Growth84th percentile

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

$200K$100K$0-$100K-$200KExpenses 2013: $99,6242013Revenue 2014: $39,225Expenses 2014: $102,439Net Income 2014: -$63,2142014Revenue 2015: $57,502Expenses 2015: $111,949Net Income 2015: -$54,4472015Revenue 2016: $50,129Expenses 2016: $113,470Net Income 2016: -$63,3412016Revenue 2017: $38,396Expenses 2017: $102,263Net Income 2017: -$63,8672017Revenue 2018: $54,631Expenses 2018: $105,408Net Income 2018: -$50,7772018Revenue 2019: $81,916Expenses 2019: $114,359Net Income 2019: -$32,4432019Revenue 2020: -$39,185Expenses 2020: $109,148Net Income 2020: -$148,3332020Revenue 2021: $42,646Expenses 2021: $103,567Net Income 2021: -$60,9212021Revenue 2022: $50,549Expenses 2022: $103,659Net Income 2022: -$53,1102022Revenue 2023: $51,555Expenses 2023: $112,518Net Income 2023: -$60,9632023Revenue 2024: $66,243Expenses 2024: $98,974Net Income 2024: -$32,7312024Revenue 2025: $49,962Expenses 2025: $106,746Net Income 2025: -$56,7842025

Highlighted filing

2018

Revenue$54,631
Expenses$105,408
Net Income-$50,777
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 19, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARL GUMERLOCKPresident, Director-$0--
SHOUHENG LIU GUMERLOCKSecretary, Director-$0--
ROBERT S GUMERLOCKTreasurer, Director-$0--
PAUL LIUVice Pres, Director-$0--
Filing and Contact Details

Filer

Filer Name
The Gumerlock Family Foundation
EIN
36-4200084
In Care Of
% ROBERT S GUMERLOCK
Phone
6503877075
Address
C/O ROBERT GUMERLOCK 964 EGAN AVE, PACIFIC GROVE, CA 93950

Signing Officer

Name
Robert Gumerlock
Title
Treasurer
Phone
6503877075
Signed
2018-11-19
Discuss with paid preparer
Yes

Preparer

Firm
THE O'CONNOR PARTNERSHIP LLC
Address
135 S LASALLE ST 3250, CHICAGO, IL 60603
Preparer
Denise C Seliger
Phone
3125428923
Raw XML Appendix323 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/TitleTxt2TREASURER, DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRES, DIR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11120 SAN MATEO DRIVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt311 DARYL DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOR THE GENERAL OPERATING EXPENSES OF JAIL GUITAR DOORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT AT RISK YOUTH IN NATURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SPONSORSHIP OF PALENKE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EVERYBODY SOLAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11421 RESEARCH EDUCATION AND EXPLORATION FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JAIL GUITAR DOORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SACRED ROK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ACTION COUNCIL OF MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt031995 DANE CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13422 OLD CAPITOL TRAIL PMB 970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2842 N FAIRFAX AVE 2ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 148
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4295 MAIN STREET SUITE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TEMECULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3YOSEMITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SALINAS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092591
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119808
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395389
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0103000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0715
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0102285
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0110235
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0103000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0109520
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0102285
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE OF ILLINOIS-FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1THE NORTHERN TRUST CO-FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1500
TaxesSchedule/TaxesDetail/Amt01383
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01383
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT GUMERLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06503877075
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GUMERLOCK FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GUME
ReturnHeader/Filer/EIN0364200084
ReturnHeader/Filer/InCareOfNm0% ROBERT S GUMERLOCK
ReturnHeader/Filer/PhoneNum06503877075
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O ROBERT GUMERLOCK 964 EGAN AVE
ReturnHeader/Filer/USAddress/CityNm0PACIFIC GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093950
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0468C2F53639290F595BA4AA4D56BC72D1A9CFD50
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0468C2F53639290F595BA4AA4D56BC72D1A9CFD50
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId015317720190075000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-12-27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.54.176.91
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE O'CONNOR PARTNERSHIP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 S LASALLE ST 3250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060603
ReturnHeader/PreparerPersonGrp/PhoneNum03125428923
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE C SELIGER
ReturnHeader/ReturnTs02018-12-27T10:02:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,597,471
Liabilities
$0
Net assets
$1,597,471
Revenue
$54,631
Expenses
$105,408
Net income
-$50,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.11$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.05$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.04$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.04$0.11$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.08$0.11$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$0.11$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.04$0.10$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.05$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.06$0.11$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.04$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.10