Civic Intelligence

The Gumerlock Family Foundation

990PF • Fiscal year 2024 • EIN 36-4200084

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 03, 2024

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

9th percentile

-49%

Higher net margin than 9% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-2.6%

Faster asset growth than 27% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

28%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,208,969

Down $32,732 (-2.6%) from 2023

Net Assets

Down

$1,208,970

Down $32,731 (-2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin9th percentile

Revenue

Up

$66,243

Up $14,688 (+28%) from 2023

Expenses

Down

$98,974

Down $13,544 (-12%) from 2023

Net Income

Up

-$32,731

Up $28,232 (+46%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2024

Assets$1,208,969
Liabilities$0
Net Assets$1,208,970
Open 2024 Filing

Operations Trend

Revenue Growth69th 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

2024

Revenue$66,243
Expenses$98,974
Net Income-$32,731
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 3, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL LIUPresident, Director-$0--
SHOUHENG LIU GUMERLOCKSecretary, Director-$0--
ROBERT S GUMERLOCKTreasurer, Director-$0--
KARL GUMERLOACKVice President, 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
2024-12-03
Discuss with paid preparer
Yes

Preparer

Firm
THE O'CONNOR PARTNERSHIP LLC
Address
1 PIERCE PLACE SUITE 225W, ITASCA, IL 60143
Preparer
Robert J Patelski
Phone
3125428930
Raw XML Appendix308 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/PersonNm0PAUL LIU
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT S GUMERLOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KARL GUMERLOACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY, DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER, DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT, DIR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO HELP NONPROFITS TRANSITION TO RENEWABLE ENERGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR THE GENERAL OPERATING EXPENSES OF JAIL GUITAR DOORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT AT RISK YOUTH IN NATURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO EDUCATE AND INSPIRE THE COMMUNITY THROUGH ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To provide healing centered coaching and counseling.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To aid in transforming and empowering students through vocational media, media arts training, and educational scholarships.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PALENKE ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Fotokids to Capture Dreams
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt031995 DANE CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1842 N FAIRFAX AVE 2ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 148
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31713 BROADWAY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4c/o Jessica George
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52240 S Palm Canyon Drive 16
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt09 Lydon Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TEMECULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2YOSEMITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SEASIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Albion
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Palm Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092591
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd414411
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592264
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt096000
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/AppliedToCurrentYearAmt0221
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt095779
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0103788
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/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt096000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0103567
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt095779
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE OF ILLINOIS-FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NORTHERN TRUST CUSTODY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1625
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1625
TaxesSchedule/TaxesDetail/Amt01528
TaxesSchedule/TaxesDetail/Amt1806
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01528
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1806
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT GUMERLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06503877075
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-03
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE O'CONNOR PARTNERSHIP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 PIERCE PLACE SUITE 225W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ITASCA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060143
ReturnHeader/PreparerPersonGrp/PhoneNum03125428930
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J PATELSKI
ReturnHeader/ReturnTs02024-12-11T13:13:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,208,969
Liabilities
$0
Net assets
$1,208,970
Revenue
$66,243
Expenses
$98,974
Net income
-$32,731
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