Civic Intelligence

Diane M Gershowitz Charitable Trust 052497

990PF • Fiscal year 2021 • EIN 36-7193627

Aug 01, 2020 to Jul 31, 2021 • Filed on Jun 08, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

6th percentile

-72%

Higher net margin than 6% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

91st percentile

73%

Faster asset growth than 91% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

166%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$677,248

Up $285,048 (+73%) from 2020

Net Assets

Up

$677,248

Up $285,048 (+73%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin6th percentile

Revenue

Up

$36,882

Up $23,042 (+166%) from 2020

Expenses

Up

$63,269

Up $31,054 (+96%) from 2020

Net Income

Down

-$26,387

Down $8,012 (-44%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2021

Assets$677,248
Liabilities$0
Net Assets$677,248
Open 2021 Filing

Operations Trend

Revenue Growth89th 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

2021

Revenue$36,882
Expenses$63,269
Net Income-$26,387
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jun 8, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay56th 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
2022-06-08
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 Appendix359 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/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047897
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt064
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD GERSHOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-08
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ReturnHeader/Filer/USAddress/ZIPCd092260
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04147775500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE H MOHR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-06-15T14:49:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HAROLD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERSHOWITZ
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$677,248
Liabilities
$0
Net assets
$677,248
Revenue
$36,882
Expenses
$63,269
Net income
-$26,387
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