Civic Intelligence

Diane M Gershowitz Charitable Trust 052497

990PF • Fiscal year 2022 • EIN 36-7193627

Aug 01, 2021 to Jul 31, 2022 • Filed on Feb 23, 2023

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

4th percentile

-237%

Higher net margin than 4% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

29th percentile

-5.8%

Faster asset growth than 29% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-56%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$638,099

Down $39,149 (-5.8%) from 2021

Net Assets

Down

$638,099

Down $39,149 (-5.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin4th percentile

Revenue

Down

$16,253

Down $20,629 (-56%) from 2021

Expenses

Down

$54,782

Down $8,487 (-13%) from 2021

Net Income

Down

-$38,529

Down $12,142 (-46%) from 2021

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

2022

Assets$638,099
Liabilities$0
Net Assets$638,099
Open 2022 Filing

Operations Trend

Revenue Growth10th 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

2022

Revenue$16,253
Expenses$54,782
Net Income-$38,529
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Feb 23, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay57th 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
2023-02-23
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 Appendix349 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/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01360 N PROSPECT AVENUE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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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/DistributableAsAdjustedAmt048329
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047897
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt048329
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt047897
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0620
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BROKER ADJUSTMENTS TO COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06792
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06792
TaxesSchedule/TaxesDetail/Amt093
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt093
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD GERSHOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03125431131
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-23
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/PreparationDt02023-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE H MOHR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-03-05T07:19:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HAROLD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERSHOWITZ
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$638,099
Liabilities
$0
Net assets
$638,099
Revenue
$16,253
Expenses
$54,782
Net income
-$38,529
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