Civic Intelligence

Gatsby'S Charitable Trust

990EZ • Fiscal year 2019 • EIN 45-4747853

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 14, 2020

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

92nd percentile

0.66x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

95th percentile

0.99x

Higher debt load relative to revenue than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-53%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

61st percentile

9.5%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

61st percentile

8.2%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$59,075

Up $9,799 (+20%) from 2017

Net Assets

Down

$19,842

Down $21,434 (-52%) from 2017

Liabilities

Up

$39,233

Up $31,233 (+390%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin8th percentile

Revenue

Up

$39,755

Up $5,812 (+17%) from 2017

Expenses

Up

$60,761

Up $28,409 (+88%) from 2017

Net Income

Down

-$21,006

Down $22,597 (-1420%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2019

Assets$59,075
Liabilities$39,233
Net Assets$19,842
Open 2019 Filing

Operations Trend

Revenue Growth61st 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

2019

Revenue$39,755
Expenses$60,761
Net Income-$21,006
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 14, 2020
Return Version
2019v5.0
Gross Receipts
$39,755
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
We raised $39,755 from the cruise income and gave away $36,725.$19,327$36,725
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas VancePresident & CEO-$0--
Gina VanceSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Gatsbys Charitable Trust
EIN
45-4747853
Phone
6144760088
Address
151 N Hamilton Rd, Gahanna, OH 43230

Signing Officer

Name
Douglas Vance
Title
President & CEO
Signed
2020-11-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Urban and Shelley Meyer Fund | Cash Amount Given: $39233”

Other Expenses.1002

“Office Expenses $150”

Other Expenses.1

“Cruise Expenses $18434”

Other Assets.1009

“Notes and Loans Receivable - Beginning $32985 Notes and Loans Receivable - Ending $30525”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $39233”

Raw XML Appendix135 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/PersonNm0Mitchell Potterf CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum06142168444
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0432 Washington Square Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Westerville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0430812760
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07863
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028550
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21006
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0744
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040848
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059075
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041433
IRS990EZ/GrossReceiptsAmt039755
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040848
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019842
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040848
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019842
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Douglas Vance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gina Vance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt032985
IRS990EZ/OtherAssetsTotalDetail/EOYAmt030525
IRS990EZ/OtherExpensesTotalAmt018584
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/ProgramServiceRevenueAmt039755
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We raised $39,755 from the cruise income and gave away $36,725.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019327
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036725
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt039233
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt060761
IRS990EZ/TotalProgramServiceExpensesAmt019327
IRS990EZ/TotalRevenueAmt039755
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt095346
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt095346
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08970
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041721
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt095346
IRS990ScheduleA/TotalSupportAmt095346
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Urban and Shelley Meyer Fund | Cash Amount Given: $39233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Cruise Expenses $18434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Notes and Loans Receivable - Beginning $32985 Notes and Loans Receivable - Ending $30525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $39233
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1001
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Douglas Vance
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Gatsbys 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/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/ZIPCd043081
ReturnHeader/PreparerPersonGrp/PhoneNum06142168444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mitchell Potterf CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-14T05:55:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,075
Liabilities
$39,233
Net assets
$19,842
Revenue
$39,755
Expenses
$60,761
Net income
-$21,006
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