Civic Intelligence

Gatsby'S Charitable Trust

990EZ • Fiscal year 2017 • EIN 45-4747853

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

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

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

53rd percentile

4.7%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

278%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$49,276

Up $9,590 (+24%) from 2016

Net Assets

Up

$41,276

Up $1,590 (+4.0%) from 2016

Liabilities

$8,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin53rd percentile

Revenue

Up

$33,943

Up $24,973 (+278%) from 2016

Expenses

Up

$32,352

Up $21,109 (+188%) from 2016

Net Income

Up

$1,591

Up $3,864 (+170%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2017

Assets$49,276
Liabilities$8,000
Net Assets$41,276
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$33,943
Expenses$32,352
Net Income$1,591
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.3
Gross Receipts
$33,943
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.$4,900$4,900
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 Pay76th 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
2018-04-30
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

“Bike and poker run 29,087 golf outing 4,856 total 33,943”

Form 990-ez, Part I, Line 16

“Expenses bike and poker run expens 23,088 golf outing expenses 3,401 total 26,489”

Form 990-ez, Part II, Line 24

“33,985 32,985 total 33,985 32,985”

Form 990-ez, Part II, Line 26

“Note payable - kemba credit union 0 8,000”

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 Appendix138 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/BOYAmt05700
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016291
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01591
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0963
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039685
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049276
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04900
IRS990EZ/GrossReceiptsAmt033943
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039685
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041276
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039685
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041276
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/BOYAmt033985
IRS990EZ/OtherAssetsTotalDetail/EOYAmt032985
IRS990EZ/OtherExpensesTotalAmt026489
IRS990EZ/OtherRevenueTotalAmt033943
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/GrantsAndAllocationsAmt04900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032352
IRS990EZ/TotalProgramServiceExpensesAmt04900
IRS990EZ/TotalRevenueAmt033943
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt076937
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0193137
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70290
IRS990ScheduleA/PublicSupportPY170Pct00.84210
IRS990ScheduleA/PublicSupportTotal170Amt0193137
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08970
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt041721
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065509
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt076937
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0193137
IRS990ScheduleA/TotalSupportAmt0274771
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt032943
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt07970
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt040721
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt081634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BIKE AND POKER RUN 29,087 GOLF OUTING 4,856 TOTAL 33,943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BIKE AND POKER RUN EXPENS 23,088 GOLF OUTING EXPENSES 3,401 TOTAL 26,489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt233,985 32,985 TOTAL 33,985 32,985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NOTE PAYABLE - KEMBA CREDIT UNION 0 8,000
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS VANCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06144760088
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
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/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.88.112.216
ReturnHeader/FilingSecurityInformation/IPDt02018-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:10:43
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/PreparationDt02018-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL POTTERF
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-13T18:10:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,276
Liabilities
$8,000
Net assets
$41,276
Revenue
$33,943
Expenses
$32,352
Net income
$1,591
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