Civic Intelligence

Gately Foundation

990PF • Fiscal year 2023 • EIN 46-1280343

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

9th percentile

-90%

Higher net margin than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

25th percentile

-3.8%

Faster asset growth than 25% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,897,737

Down $114,006 (-3.8%) from 2022

Net Assets

Down

$2,897,737

Down $114,006 (-3.8%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue

Down

$126,292

Down $29,643 (-19%) from 2022

Expenses

Up

$240,298

Up $5,307 (+2.3%) from 2022

Net Income

Down

-$114,006

Down $34,950 (-44%) from 2022

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

2023

Assets$2,897,737
Liabilities$1
Net Assets$2,897,737

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

2023

Revenue$126,292
Expenses$240,298
Net Income-$114,006
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
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
2023-11-15
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 Appendix359 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/HowAcquiredCd6P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WELLS FARGO STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WELLS FARGO STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WELLS FARGO STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WELLS FARGO STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6WELLS FARGO STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7WELLS FARGO STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8WELLS FARGO STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MERRILL LYNCH STOCK SALES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-03-30
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Dawn Gately
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0930 Tahoe Vlg Ste 802 PMB 83
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Incline Village
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0930 Tahoe Village Ste 802 PMB 83
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Incline Village
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd089451
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Gately Foundation
IRS990PF/StatementsRegardingActyGrp/PhoneNum07754438875
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0gatelyfoundation.org
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Dawn Gately
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1116500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Homeward Bound
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Pet Network Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Stockton Blvd Partnership
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Wylie Animal Rescue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Kids and Horses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Sierra Community House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6All About Equine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Walker Basin Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07495 Natomas Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1401 Village Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25657 Stockton Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 5364
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42869 Esaw Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5265 Bear Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62201 Francisco Dr 140-174
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7615 Riverside Dr Suite C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Elverta
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Sacramento
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Incline Village
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Minden
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Kings Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6El Dorado Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Reno
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd695762
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0227
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0205773
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0180797
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0206000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0180570
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0205773
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Advisory & Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026919
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/Amt14053
TaxesSchedule/TaxesDetail/Amt2651
TaxesSchedule/TaxesDetail/CategoryTxt0CA ATTY GENERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dawn Gately
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Gately Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0A California Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0GATE
ReturnHeader/Filer/EIN0461280343
ReturnHeader/Filer/PhoneNum07754438875
ReturnHeader/Filer/USAddress/AddressLine1Txt0930 Tahoe Village Ste 802 PMB 83
ReturnHeader/Filer/USAddress/CityNm0Incline Village
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089451
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205281117
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/ReturnTs02023-11-15T09:47:32-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dawn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gately
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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