Gerald B Hauser Foundation

990PF • Fiscal year 2018 • EIN 45-5106111

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profile

400 Stonehaven DrFayetteville, GA 30215

(414) 453-6600

Siviq Scores

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

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

-31%

Higher net margin than 12% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Higher top officer pay than 67% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

-0.9%

Faster asset growth than 41% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

-22%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$2,081,154

Down $19,338 (-0.9%) from 2017

Net Assets

Down

$2,081,154

Down $19,338 (-0.9%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin12th percentile

Revenue

Down

$61,891

Down $16,980 (-22%) from 2017

Expenses

Down

$81,229

Down $2,570 (-3.1%) from 2017

Net Income

Down

-$19,338

Down $14,410 (-292%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

Highlighted filing

2018

Assets$2,081,154

Liabilities$0

Net Assets$2,081,154

Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

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

Highlighted filing

2018

Revenue$61,891

Expenses$81,229

Net Income-$19,338

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 13, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay67th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROBERT HAUSER JR	Trustee	PT	$0	-	-
ANN BRENNAN HAUSER	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Gerald B Hauser Foundation
EIN: 45-5106111
Address: 400 STONEHAVEN DR, FAYETTEVILLE, GA 30215

Signing Officer

Name: Robert Hauser Jr
Title: Trustee
Phone: 7707169488
Signed: 2019-05-13
Discuss with paid preparer: Yes

Preparer

Firm: Charles J Fink SC
Address: 1355 S 100th Street, West Allis, WI 53214
Preparer: Charles J Fink
Phone: 4144536600

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	75700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SUPPORT CATHOLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE PART XVPDF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	53202
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	75700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	51447
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	26386
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	110824
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	77833
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	59377
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	26386
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	SECURITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	CLIENT VERIFICATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	312
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	357
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	204
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	312
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	357
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	204
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	1100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	187
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	1850
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	UBS FIN SVC ACCT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	187
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/Amt	0	59
TaxesSchedule/TaxesDetail/Amt	1	2000
TaxesSchedule/TaxesDetail/CategoryTxt	0	2017 FEDERAL TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt	1	2018 990 ESTIMATED TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	59
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	2000
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ROBERT HAUSER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7707169488
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	GERALD B HAUSER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	GERA
ReturnHeader/Filer/EIN	0	455106111
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	400 STONEHAVEN DR
ReturnHeader/Filer/USAddress/CityNm	0	FAYETTEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	GA
ReturnHeader/Filer/USAddress/ZIPCd	0	30215
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	71BAA1EFD5FBAB4FC97597723900117B3B6295DF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	71BAA1EFD5FBAB4FC97597723900117B3B6295DF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	3903122019192xae0ssi
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2019-07-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	65.30.54.29
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-07-11
ReturnHeader/FilingSecurityInformation/IPTm	0	10:39:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	391440132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Charles J Fink SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1355 S 100th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	West Allis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	53214
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4144536600
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2019-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CHARLES J FINK
ReturnHeader/ReturnTs	0	2019-07-11T10:38:10-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,081,154
Liabilities: $0
Net assets: $2,081,154
Revenue: $61,891
Expenses: $81,229
Net income: -$19,338

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.64	$0.00	$1.64	$0.08	$0.15	$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.71	$0.00	$1.71	$0.09	$0.15	$0.06
2022Detailed filing. Detailed filing data is available for this year.	$1.77	$0.00	$1.77	$0.04	$0.13	$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.86	$0.00	$1.86	$0.13	$0.15	$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.89	$0.00	$1.89	$0.01	$0.12	$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.00	$0.00	$2.00	$0.04	$0.12	$0.08
2018Detailed filing. Detailed filing data is available for this year.	$2.08	$0.00	$2.08	$0.06	$0.08	$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.10	$0.00	$2.10	$0.08	$0.08	$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.11	$0.00	$2.11	$0.07	$0.08	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$2.11	$0.00	$2.11	$0.07	$0.04	$0.03
2014Detailed filing. Detailed filing data is available for this year.	$2.08	$0.00	$2.08	$0.11	$0.10	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$2.08	$0.00	$2.08	$0.72	$0.13	$0.59
2012Detailed filing. Detailed filing data is available for this year.	$1.48	$0.00	$1.48		$0.00