Civic Intelligence

Gatsby'S Charitable Trust

990EZ • Fiscal year 2016 • EIN 45-4747853

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

Organization ProfileN/A
151 N Hamilton RdGahanna, OH 43230

(614) 476-0088

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-79%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$39,686

Down $10,673 (-21%) from 2015

Net Assets

Down

$39,686

Down $2,273 (-5.4%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$8,970

Down $32,751 (-79%) from 2015

Expenses

Down

$11,243

Down $30,527 (-73%) from 2015

Net Income

Down

-$2,273

Down $2,224 (-4539%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$60K$40K$20K$0Assets 2012: $27,030Liabilities 2012: $10,9002012Assets 2013: $50,570Liabilities 2013: $13,0392013Assets 2014: $57,658Liabilities 2014: $15,650Net Assets 2014: $42,0082014Assets 2015: $50,359Liabilities 2015: $8,400Net Assets 2015: $41,9592015Assets 2016: $39,686Net Assets 2016: $39,6862016Assets 2017: $49,276Liabilities 2017: $8,000Net Assets 2017: $41,2762017Assets 2019: $59,075Liabilities 2019: $39,233Net Assets 2019: $19,8422019Assets 2021: $1Liabilities 2021: $02021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$39,686
Liabilities-
Net Assets$39,686
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$100K$50K$0-$50KRevenue 2012: $70,589Expenses 2012: $54,459Net Income 2012: $16,1302012Revenue 2013: $76,887Expenses 2013: $55,486Net Income 2013: $21,4012013Revenue 2014: $65,509Expenses 2014: $61,032Net Income 2014: $4,4772014Revenue 2015: $41,721Expenses 2015: $41,770Net Income 2015: -$492015Revenue 2016: $8,970Expenses 2016: $11,243Net Income 2016: -$2,2732016Revenue 2017: $33,943Expenses 2017: $32,352Net Income 2017: $1,5912017Revenue 2019: $39,755Expenses 2019: $60,761Net Income 2019: -$21,0062019Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021

Highlighted filing

2016

Revenue$8,970
Expenses$11,243
Net Income-$2,273
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Gross Receipts
$8,970
Mission and Program Overview

Mission

To provide a source of income to fund individuals who need medical assistance and who do not have the means to provide their own support.

Program Services

DescriptionGrantsExpenses
MEDICAL EXPENSES FOR RECIPIENT.$800$11,243
TO PROVIDE A SOURCE OF INCOME TO FUND INDIVIDUALS WHO NEED MEDICAL ASSISTANCE AND WHO DO NOT HAVE THE MEANS TO PROVIDE THEIR OWN SUPPORT.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS VANCEPresident An-$0--
GINA VANCEVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
GATSBY'S CHARITABLE TRUST
EIN
45-4747853
Phone
6144760088
Address
151 N HAMILTON RD, GAHANNA, OH 43230

Signing Officer

Name
Douglas Vance
Title
President and CEO
Phone
6144760088
Signed
2017-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Mitchell Potterf CPA
Address
432 WASHINGTON SQUARE CT, WESTERVILLE, OH 43081-2760
Preparer
Mitchell Potterf
Phone
6142168444
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Golf outing 8,970 total 8,970”

Form 990-ez, Part I, Line 16

“Expenses golf outing expenses 9,443 total 9,443”

Form 990-ez, Part II, Line 24

“Other loans receivable 20,405 33,985 total 20,405 33,985”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 8,400 0”

Form 990-ez, Part III

“To provide a source of income to fund individuals who need medical assistance and who do not have the means to provide their own support.”

Form 990-ez, Part III, Line 31

“Medical expenses for recipient.”

Raw XML Appendix134 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MITCHELL POTTERF CPA LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum06142168444
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05150 BRANDENTON PLACE SUITE C
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUBLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029954
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05701
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2273
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050359
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039686
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0800
IRS990EZ/GrossReceiptsAmt08970
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041959
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039686
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041959
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039686
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUGLAS VANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GINA VANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT AN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt020405
IRS990EZ/OtherAssetsTotalDetail/EOYAmt033985
IRS990EZ/OtherExpensesTotalAmt09443
IRS990EZ/OtherRevenueTotalAmt08970
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A SOURCE OF INCOME TO FUND INDIVIDUALS WHO NEED MEDICAL ASSISTANCE AND WHO DO NOT HAVE THE MEANS TO PROVIDE THEIR OWN SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE A SOURCE OF INCOME TO FUND INDIVIDUALS WHO NEED MEDICAL ASSISTANCE AND WHO DO NOT HAVE THE MEANS TO PROVIDE THEIR OWN SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEDICAL EXPENSES FOR RECIPIENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011243
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08400
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011243
IRS990EZ/TotalProgramServiceExpensesAmt011243
IRS990EZ/TotalRevenueAmt08970
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt065509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076937
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt066467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0259604
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84210
IRS990ScheduleA/PublicSupportPY170Pct00.86020
IRS990ScheduleA/PublicSupportTotal170Amt0259604
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08970
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041721
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt065509
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076937
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt066467
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0259604
IRS990ScheduleA/TotalSupportAmt0308295
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt07970
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt040721
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt048691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOLF OUTING 8,970 TOTAL 8,970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES GOLF OUTING EXPENSES 9,443 TOTAL 9,443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER LOANS RECEIVABLE 20,405 33,985 TOTAL 20,405 33,985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 8,400 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE A SOURCE OF INCOME TO FUND INDIVIDUALS WHO NEED MEDICAL ASSISTANCE AND WHO DO NOT HAVE THE MEANS TO PROVIDE THEIR OWN SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEDICAL EXPENSES FOR RECIPIENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS VANCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06144760088
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GATSBY'S CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GATS
ReturnHeader/Filer/EIN0454747853
ReturnHeader/Filer/PhoneNum06144760088
ReturnHeader/Filer/USAddress/AddressLine1Txt0151 N HAMILTON RD
ReturnHeader/Filer/USAddress/CityNm0GAHANNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043230
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId082D30C3DEEC0EC18DC63A167897E8ECCCE0C2986
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId082D30C3DEEC0EC18DC63A167897E8ECCCE0C2986
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262636582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MITCHELL POTTERF CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0432 WASHINGTON SQUARE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0430812760
ReturnHeader/PreparerPersonGrp/PhoneNum06142168444
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL POTTERF
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-02T14:49:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$39,686
Liabilities
-
Net assets
$39,686
Revenue
$8,970
Expenses
$11,243
Net income
-$2,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00
2021Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$59.1$39.2$19.8$39.8$60.8$21.0
2017Detailed filing. Detailed filing data is available for this year.$49.3$8.00$41.3$33.9$32.4$1.59
2016Detailed filing. Detailed filing data is available for this year.$39.7$39.7$8.97$11.2$2.27
2015Detailed filing. Detailed filing data is available for this year.$50.4$8.40$42.0$41.7$41.8$0.05
2014Detailed filing. Detailed filing data is available for this year.$57.7$15.7$42.0$65.5$61.0$4.48
2013Summary only. Only limited summary data is available for this year.$50.6$13.0$76.9$55.5$21.4
2012Summary only. Only limited summary data is available for this year.$27.0$10.9$70.6$54.5$16.1