Gerald B Hauser Foundation

990PF • Fiscal year 2019 • EIN 45-5106111

Jan 01, 2019 to Dec 31, 2019 • Filed on May 18, 2020

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

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

-207%

Higher net margin than 3% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

-4.0%

Faster asset growth than 21% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

-34%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

Down

$1,997,265

Down $83,889 (-4.0%) from 2018

Net Assets

Down

$1,997,265

Down $83,889 (-4.0%) from 2018

Liabilities

Up $1 from 2018

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin3rd percentile

Revenue

Down

$40,623

Down $21,268 (-34%) from 2018

Expenses

$124,512

Up $43,283 (+53%) from 2018

Net Income

Down

-$83,889

Down $64,551 (-334%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

Highlighted filing

2019

Assets$1,997,265

Liabilities$1

Net Assets$1,997,265

Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

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

Highlighted filing

2019

Revenue$40,623

Expenses$124,512

Net Income-$83,889

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: May 18, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay43rd 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
Title: Trustee
Phone: 7707169488
Signed: 2020-05-18
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

Raw XML Appendix325 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	UBS SELECT TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	BAUSCH HEALTH COS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	AMERICAN INTL GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	CAPITAL GAIN DISTRIBUTIONS
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7707169488
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	IN WRITING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	ROBERT HAUSER JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	2567593522
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	400 STONEHAVEN DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	FAYETTEVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	GA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	30215
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	GRANTS ARE AWARDED TO SISTERS OF THE DIVINE SAVIOR, ST JOHNS CATHOLIC CHURCH, ST BENEDICT THE MOOR, ST VINCENT DEPAUL SOCIETY OF MILWAUKEE, ARCHDIOCESE OF MILWAUKEE AND OTHER CATHOLIC CHARITIES DEEMED APPROPRIATE BY THE TRUSTEES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	CONTINUOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	120500
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	120500
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	64360
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	59377
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	112386
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	123737
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	48026
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	59377
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	SECURITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	CLIENT VERIFICATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	254
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	357
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	503
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	148
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	254
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	357
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	503
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	1975
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	UBS FIN SVC ACCT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	1975
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	600
TaxesSchedule/TaxesDetail/CategoryTxt	0	2019 990 ESTIMATED TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	600
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ROBERT HAUSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7707169488
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-05-18
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	8E4B6C7EB95A9D80796DC68300DA1C2355CADEA6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	8E4B6C7EB95A9D80796DC68300DA1C2355CADEA6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	3903122020150vmkv1kd
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2020-05-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	65.30.48.148
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-05-29
ReturnHeader/FilingSecurityInformation/IPTm	0	10:14:15
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	2020-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CHARLES J FINK
ReturnHeader/ReturnTs	0	2020-05-29T10:14:21-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $1,997,265
Liabilities: $1
Net assets: $1,997,265
Revenue: $40,623
Expenses: $124,512
Net income: -$83,889

	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
2019Detailed filing. Detailed filing data is available for this year.	$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