Civic Intelligence

Richard D & Harriet B Gottlieb Family Foundation

990PF • Fiscal year 2016 • EIN 42-1395429

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 26, 2017

Organization Profile
5110 East Road Runner RoadParadise Valley, AZ 85253

(503) 477-7303

Siviq Scores

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

Liabilities / Assets

97th percentile

1.40x

Higher debt load relative to assets than 97% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

13.22x

Higher debt load relative to revenue than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

60th percentile

5.4%

Faster asset growth than 60% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

9.0%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$57,598

Up $2,959 (+5.4%) from 2015

Net Assets

Up

-$22,821

Up $2,959 (+11%) from 2015

Liabilities

Flat

$80,419

Flat from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin91st percentile

Revenue

Up

$6,083

Up $504 (+9.0%) from 2015

Expenses

Up

$3,124

Up $67 (+2.2%) from 2015

Net Income

Up

$2,959

Up $437 (+17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$100K$50K$0-$50KAssets 2010: $31,605Liabilities 2010: $80,438Net Assets 2010: -$48,8332010Assets 2011: $44,651Liabilities 2011: $80,419Net Assets 2011: -$35,7682011Assets 2012: $47,188Liabilities 2012: $80,419Net Assets 2012: -$33,2312012Assets 2013: $49,704Liabilities 2013: $80,4192013Assets 2014: $52,117Liabilities 2014: $80,419Net Assets 2014: -$28,3022014Assets 2015: $54,639Liabilities 2015: $80,419Net Assets 2015: -$25,7802015Assets 2016: $57,598Liabilities 2016: $80,419Net Assets 2016: -$22,8212016Assets 2017: $60,713Liabilities 2017: $80,419Net Assets 2017: -$19,7062017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$57,598
Liabilities$80,419
Net Assets-$22,821
Open 2016 Filing

Operations Trend

Revenue Growth64th percentile

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

$30K$20K$10K$0Expenses 2010: $3,1632010Expenses 2011: $3,8082011Expenses 2012: $3,0962012Revenue 2013: $6,274Expenses 2013: $3,758Net Income 2013: $2,5162013Revenue 2014: $5,471Expenses 2014: $3,058Net Income 2014: $2,4132014Revenue 2015: $5,579Expenses 2015: $3,057Net Income 2015: $2,5222015Revenue 2016: $6,083Expenses 2016: $3,124Net Income 2016: $2,9592016Revenue 2017: $6,459Expenses 2017: $3,344Net Income 2017: $3,1152017Revenue 2018: $20,242Expenses 2018: $536Net Income 2018: $19,7062018

Highlighted filing

2016

Revenue$6,083
Expenses$3,124
Net Income$2,959
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 26, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD D GOTTLIEBSecretary/Treasurer-$0--
HARRIET B GOTTLIEBPresident-$0--
JASON GOTTLIEBDirector-$0--
MEGAN GOTTLIEBDirector-$0--
MICHAEL GOTTLIEBDirector-$0--
ALLISON GOTTLIEB ZALLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Richard D & Harriet B Gottlieb
EIN
42-1395429
Phone
5034777303
Address
5110 EAST ROAD RUNNER ROAD, PARADISE VALLEY, AZ 85253

Signing Officer

Name
Richard D Gottlieb
Title
Secretary/treasurer
Phone
5034777303
Signed
2017-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
201 N HARRISON STREET SUITE 300, DAVENPORT, IA 52801-1999
Preparer
David E Beck
Phone
5638884000
Raw XML Appendix327 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/PersonNm0RICHARD D GOTTLIEB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HARRIET B GOTTLIEB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JASON GOTTLIEB
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ALLISON GOTTLIEB ZALL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085253
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04809985878
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1HARRIET B GOTTLIEB
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt02625
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02625
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01440
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01440
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02953
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0320
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0779
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0911
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03124
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0499
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04393
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03894
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
MortgagesAndNotesPayableSch/NotePayableGrp/BalanceDueAmt080419
MortgagesAndNotesPayableSch/NotePayableGrp/InsiderRelationshipTxt0NONE
MortgagesAndNotesPayableSch/NotePayableGrp/InterestRt03.750000000000
MortgagesAndNotesPayableSch/NotePayableGrp/LenderConsiderationDesc0NONE
MortgagesAndNotesPayableSch/NotePayableGrp/LenderNameGrp/BusinessName/BusinessNameLine1Txt0QUAD CITY BANK & TRUST
MortgagesAndNotesPayableSch/NotePayableGrp/LoanMaturityDt02017-12
MortgagesAndNotesPayableSch/NotePayableGrp/LoanOriginalAmt0100000
MortgagesAndNotesPayableSch/NotePayableGrp/LoanPurposeTxt0LINE OF CREDIT
MortgagesAndNotesPayableSch/NotePayableGrp/NoteDt02007-02
MortgagesAndNotesPayableSch/NotePayableGrp/RepaymentTermsTxt0INTEREST PAID MONTHLY/PRINCIPAL DUE ON MATURITY
MortgagesAndNotesPayableSch/NotePayableGrp/SecurityProvidedBorrowerTxt0ALL BUSINESS ASSETS
MortgagesAndNotesPayableSch/NotePayableGrp/TitleTxt01084036368
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD D GOTTLIEB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05034777303
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD D & HARRIET B GOTTLIEB
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0421395429
ReturnHeader/Filer/PhoneNum05034777303
ReturnHeader/Filer/USAddress/AddressLine1Txt05110 EAST ROAD RUNNER ROAD
ReturnHeader/Filer/USAddress/CityNm0PARADISE VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F76A889B11342B6082F2915C4906E625EA467EAD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019C5BF97776B62867376EAC7317F804689DFFB56
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.188
ReturnHeader/FilingSecurityInformation/IPDt02017-01-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:32:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 N HARRISON STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAVENPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0528011999
ReturnHeader/PreparerPersonGrp/PhoneNum05638884000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID E BECK
ReturnHeader/ReturnTs02017-02-14T15:04:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,598
Liabilities
$80,419
Net assets
-$22,821
Revenue
$6,083
Expenses
$3,124
Net income
$2,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$20.2$0.54$19.7
2017Detailed filing. Detailed filing data is available for this year.$60.7$80.4$19.7$6.46$3.34$3.12
2016Detailed filing. Detailed filing data is available for this year.$57.6$80.4$22.8$6.08$3.12$2.96
2015Detailed filing. Detailed filing data is available for this year.$54.6$80.4$25.8$5.58$3.06$2.52
2014Detailed filing. Detailed filing data is available for this year.$52.1$80.4$28.3$5.47$3.06$2.41
2013Summary only. Only limited summary data is available for this year.$49.7$80.4$6.27$3.76$2.52
2012Detailed filing. Detailed filing data is available for this year.$47.2$80.4$33.2$3.10
2011Detailed filing. Detailed filing data is available for this year.$44.7$80.4$35.8$3.81
2010Detailed filing. Detailed filing data is available for this year.$31.6$80.4$48.8$3.16