Civic Intelligence

Diane M Gershowitz Charitable Trust 052497

990PF • Fiscal year 2020 • EIN 36-7193627

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 14, 2021

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

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

8th percentile

-133%

Higher net margin than 8% of similar nonprofits.

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

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.

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

Asset Growth

29th percentile

-7.8%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

24th percentile

-47%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$392,200

Down $33,360 (-7.8%) from 2019

Net Assets

Down

$392,200

Down $33,360 (-7.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Down

$13,840

Down $12,355 (-47%) from 2019

Expenses

Down

$32,215

Down $973 (-2.9%) from 2019

Net Income

Down

-$18,375

Down $11,382 (-163%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2020

Assets$392,200
Liabilities$0
Net Assets$392,200
Open 2020 Filing

Operations Trend

Revenue Growth24th 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

2020

Revenue$13,840
Expenses$32,215
Net Income-$18,375
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 14, 2021
Return Version
2019v5.2
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
2021-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
777 E WISCONSIN AVENUE 32ND FLOOR, MILWAUKEE, WI 53202
Preparer
Lawrence H Mohr CPA
Phone
4147775500
Raw XML Appendix386 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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AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT-YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0990-PF PART VII-B LINE 2A
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE TAXPAYER RECENTLY DETERMINED THAT THE FAIR MARKET VALUE OF ONE STOCK OWNED BY THE FOUNDATION WAS NOT INCLUDED IN DETERMINING THE MINIMUM INVESTMENT RETURN FOR THE LAST SEVERAL YEARS. THE FOUNDATION IS IN THE PROCESS OF DETERMINING THE IMPACT OF THIS INADVERTENT OVERSIGHT ON ITS PRIOR RETURNS AND IS ACTIVELY WORKING TO CORRECT THIS OVERSIGHT.
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt051120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt023230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.098355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.001856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01117199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0507072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0530912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0519749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0511807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0548704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt024976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243351
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024976
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024976
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt024976
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02018
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02017
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY3Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY4Yr02015
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092260
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03125431131
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
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/Amt024976
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR THE MILWAUKEE JEWISH COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01360 N PROSPECT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024976
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
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt024976
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024976
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt055428
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024976
OtherDecreasesSchedule/OtherDecreasesDetail/Amt014985
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06213
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06213
TaxesSchedule/TaxesDetail/Amt0248
TaxesSchedule/TaxesDetail/Amt1778
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0248
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD GERSHOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03125431131
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-14
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/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US 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/PreparationDt02021-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE H MOHR CPA
ReturnHeader/ReturnTs02021-06-15T13:05:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$392,200
Liabilities
$0
Net assets
$392,200
Revenue
$13,840
Expenses
$32,215
Net income
-$18,375
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