Civic Intelligence

Diane M Gershowitz Charitable Trust 052497

990PF • Fiscal year 2018 • EIN 36-7193627

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 03, 2018

Organization Profile
906 Andreas CanyonPalm Desert, CA 92260

(312) 543-1131

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-91%

Higher net margin than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-3.5%

Faster asset growth than 38% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

55%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$432,553

Down $15,649 (-3.5%) from 2017

Net Assets

Down

$432,553

Down $15,649 (-3.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Up

$17,208

Up $6,078 (+55%) from 2017

Expenses

Down

$32,857

Down $24,822 (-43%) from 2017

Net Income

Up

-$15,649

Up $30,900 (+66%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$800K$600K$400K$200K$0Assets 2014: $500,761Liabilities 2014: $0Net Assets 2014: $500,7612014Assets 2016: $495,496Liabilities 2016: $0Net Assets 2016: $495,4962016Assets 2017: $448,202Liabilities 2017: $0Net Assets 2017: $448,2022017Assets 2018: $432,553Liabilities 2018: $0Net Assets 2018: $432,5532018Assets 2019: $425,560Liabilities 2019: $0Net Assets 2019: $425,5602019Assets 2020: $392,200Liabilities 2020: $0Net Assets 2020: $392,2002020Assets 2021: $677,248Liabilities 2021: $0Net Assets 2021: $677,2482021Assets 2022: $638,099Liabilities 2022: $0Net Assets 2022: $638,0992022Assets 2023: $622,764Liabilities 2023: $0Net Assets 2023: $622,7642023Assets 2024: $641,002Liabilities 2024: $0Net Assets 2024: $641,0022024

Highlighted filing

2018

Assets$432,553
Liabilities$0
Net Assets$432,553
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

$400K$200K$0-$200KRevenue 2014: $397,181Expenses 2014: $53,237Net Income 2014: $343,9442014Revenue 2016: -$9,959Expenses 2016: $8,215Net Income 2016: -$18,1742016Revenue 2017: $11,130Expenses 2017: $57,679Net Income 2017: -$46,5492017Revenue 2018: $17,208Expenses 2018: $32,857Net Income 2018: -$15,6492018Revenue 2019: $26,195Expenses 2019: $33,188Net Income 2019: -$6,9932019Revenue 2020: $13,840Expenses 2020: $32,215Net Income 2020: -$18,3752020Revenue 2021: $36,882Expenses 2021: $63,269Net Income 2021: -$26,3872021Revenue 2022: $16,253Expenses 2022: $54,782Net Income 2022: -$38,5292022Revenue 2023: $39,449Expenses 2023: $53,906Net Income 2023: -$14,4572023Revenue 2024: $24,143Expenses 2024: $5,905Net Income 2024: $18,2382024

Highlighted filing

2018

Revenue$17,208
Expenses$32,857
Net Income-$15,649
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 3, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE M GERSHOWITZCo-Trustee-$0--
HAROLD GERSHOWITZCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Diane M Gershowitz Charitable Trust
EIN
36-7193627
Phone
3125431131
Address
906 ANDREAS CANYON, PALM DESERT, CA 92260

Signing Officer

Name
Harold Gershowitz
Title
Co-trustee
Phone
3125431131
Signed
2018-12-03
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
777 E WISCONSIN AVENUE 32ND FLOOR, MILWAUKEE, WI 53202
Preparer
Steve Silver CPA
Phone
4147775500
Raw XML Appendix329 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/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HAROLD GERSHOWITZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0906 ANDREAS CANYON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM DESERT
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092260
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DIANE M GERSHOWITZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025933
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR THE MILWAUKEE JEWISH COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025933
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025933
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt026444
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt025933
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06713
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06713
TaxesSchedule/TaxesDetail/Amt0211
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD GERSHOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03125431131
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIANE M GERSHOWITZ CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DIAN
ReturnHeader/Filer/EIN0367193627
ReturnHeader/Filer/PhoneNum03125431131
ReturnHeader/Filer/USAddress/AddressLine1Txt0906 ANDREAS CANYON
ReturnHeader/Filer/USAddress/CityNm0PALM DESERT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092260
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F8120F633D1709FFEBE67422614288AC6BF57B2C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.82.115
ReturnHeader/FilingSecurityInformation/IPDt02018-12-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:03:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY VIRCHOW KRAUSE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVENUE 32ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04147775500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE SILVER CPA
ReturnHeader/ReturnTs02018-12-07T11:45:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
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
$432,553
Liabilities
$0
Net assets
$432,553
Revenue
$17,208
Expenses
$32,857
Net income
-$15,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.24$0.06$0.18
2023Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.39$0.54$0.14
2022Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.16$0.55$0.39
2021Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.37$0.63$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.14$0.32$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.26$0.33$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.17$0.33$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.11$0.58$0.47
2016Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.10$0.08$0.18
2014Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$3.97$0.53$3.44