Civic Intelligence

Gately Foundation

990PF • Fiscal year 2022 • EIN 46-1280343

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

930 Tahoe Village Ste 802 PMB 83Incline Village, NV 89451

(775) 443-8875

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

13th percentile

-51%

Higher net margin than 13% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

40th percentile

-2.6%

Faster asset growth than 40% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

50th percentile

3.3%

Faster revenue growth than 50% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$3,011,743

Down $79,056 (-2.6%) from 2021

Net Assets

Down

$3,011,743

Down $79,056 (-2.6%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue

Up

$155,935

Up $4,963 (+3.3%) from 2021

Expenses

Up

$234,991

Up $21,738 (+10%) from 2021

Net Income

Down

-$79,056

Down $16,775 (-27%) from 2021

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,990,590Liabilities 2013: $02013Assets 2014: $3,787,850Liabilities 2014: $02014Assets 2015: $3,742,875Liabilities 2015: $1Net Assets 2015: $3,742,8752015Assets 2016: $3,638,390Liabilities 2016: $0Net Assets 2016: $3,638,3902016Assets 2017: $3,450,083Liabilities 2017: $0Net Assets 2017: $3,450,0832017Assets 2018: $3,374,575Liabilities 2018: $0Net Assets 2018: $3,374,5752018Assets 2019: $3,294,850Liabilities 2019: $1Net Assets 2019: $3,294,8502019Assets 2020: $3,153,080Liabilities 2020: $1Net Assets 2020: $3,153,0802020Assets 2021: $3,090,799Liabilities 2021: $1Net Assets 2021: $3,090,7992021Assets 2022: $3,011,743Liabilities 2022: $1Net Assets 2022: $3,011,7432022Assets 2023: $2,897,737Liabilities 2023: $1Net Assets 2023: $2,897,7372023Assets 2024: $2,777,412Liabilities 2024: $1Net Assets 2024: $2,777,4122024Assets 2025: $2,688,525Liabilities 2025: $0Net Assets 2025: $2,688,5252025

Highlighted filing

2022

Assets$3,011,743
Liabilities$1
Net Assets$3,011,743

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $4,003,094Expenses 2013: $12,504Net Income 2013: $3,990,5902013Revenue 2014: $78,215Expenses 2014: $280,955Net Income 2014: -$202,7402014Revenue 2015: $166,854Expenses 2015: $211,829Net Income 2015: -$44,9752015Revenue 2016: $54,339Expenses 2016: $158,824Net Income 2016: -$104,4852016Revenue 2017: $66,171Expenses 2017: $254,478Net Income 2017: -$188,3072017Revenue 2018: $124,025Expenses 2018: $199,533Net Income 2018: -$75,5082018Revenue 2019: $149,490Expenses 2019: $229,215Net Income 2019: -$79,7252019Revenue 2020: $75,999Expenses 2020: $217,769Net Income 2020: -$141,7702020Revenue 2021: $150,972Expenses 2021: $213,253Net Income 2021: -$62,2812021Revenue 2022: $155,935Expenses 2022: $234,991Net Income 2022: -$79,0562022Revenue 2023: $126,292Expenses 2023: $240,298Net Income 2023: -$114,0062023Revenue 2024: $233,850Expenses 2024: $354,175Net Income 2024: -$120,3252024Revenue 2025: $260,042Expenses 2025: $348,929Net Income 2025: -$88,8872025

Highlighted filing

2022

Revenue$155,935
Expenses$234,991
Net Income-$79,056
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn GatelyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Gately Foundation
EIN
46-1280343
Phone
7754438875
Address
930 Tahoe Village Ste 802 PMB 83, Incline Village, NV 89451

Signing Officer

Name
Dawn Gately
Title
Trustee
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Benn & Leman CPAs Inc
Address
1508 Eureka Rd Ste 235, Roseville, CA 95661
Preparer
Katherine L Leman CPA
Phone
9167601680
Raw XML Appendix354 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033077
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TaxesSchedule/TaxesDetail/CategoryTxt0CA ATTY GENERAL
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Dawn Gately
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0A California Charitable Trust
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ReturnHeader/Filer/EIN0461280343
ReturnHeader/Filer/PhoneNum07754438875
ReturnHeader/Filer/USAddress/AddressLine1Txt0930 Tahoe Village Ste 802 PMB 83
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Benn & Leman CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01508 Eureka Rd Ste 235
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167601680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine L Leman CPA
ReturnHeader/ReturnTs02022-11-15T11:06:18-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dawn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gately
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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