Civic Intelligence

Gigi & Averell H Mortimer Foundation

990PF • Fiscal year 2017 • EIN 46-4323935

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
PO Box 1022Harriman, NY 10926

(212) 446-2002

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.00x

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-17%

Higher net margin than 31% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Asset Growth

6th percentile

-62%

Faster asset growth than 6% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

77th percentile

76%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$13,933

Down $80,871 (-85%) from 2015

Net Assets

$13,933

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin31st percentile

Revenue

Up

$186,093

Up $126,282 (+211%) from 2015

Expenses

Up

$217,441

Up $206,960 (+1975%) from 2015

Net Income

Down

-$31,348

Down $80,678 (-164%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $45,474Liabilities 2014: $02014Assets 2015: $94,804Liabilities 2015: $02015Assets 2017: $13,933Liabilities 2017: $0Net Assets 2017: $13,9332017Assets 2018: $3,812Liabilities 2018: $0Net Assets 2018: $3,8122018Assets 2019: $123,778Liabilities 2019: $0Net Assets 2019: $123,7782019Assets 2020: $303,804Liabilities 2020: $58Net Assets 2020: $303,8042020Assets 2021: $465,414Liabilities 2021: $58Net Assets 2021: $465,3562021Assets 2022: $565,506Liabilities 2022: $58Net Assets 2022: $565,4482022Assets 2023: $920,324Liabilities 2023: $58Net Assets 2023: $920,2662023Assets 2024: $1,431,678Liabilities 2024: $58Net Assets 2024: $1,431,6202024

Highlighted filing

2017

Assets$13,933
Liabilities$0
Net Assets$13,933
Open 2017 Filing

Operations Trend

Revenue Growth77th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $51,562Expenses 2014: $6,088Net Income 2014: $45,4742014Revenue 2015: $59,811Expenses 2015: $10,481Net Income 2015: $49,3302015Revenue 2017: $186,093Expenses 2017: $217,441Net Income 2017: -$31,3482017Revenue 2018: $103,281Expenses 2018: $113,402Net Income 2018: -$10,1212018Revenue 2019: $123,922Expenses 2019: $3,957Net Income 2019: $119,9652019Revenue 2020: $181,074Expenses 2020: $1,709Net Income 2020: $179,3652020Revenue 2021: $163,494Expenses 2021: $1,884Net Income 2021: $161,6102021Revenue 2022: $103,432Expenses 2022: $3,340Net Income 2022: $100,0922022Revenue 2023: $359,058Expenses 2023: $4,240Net Income 2023: $354,8182023Revenue 2024: $516,046Expenses 2024: $4,692Net Income 2024: $511,3542024

Highlighted filing

2017

Revenue$186,093
Expenses$217,441
Net Income-$31,348
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEAN M MORTIMERChairman-$0--
AVERELL H MORTIMERPresident/Treasurer-$0--
MAXWELL H MORTIMERSecretary-$0--
HUME R STEYERAssistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Gigi & Averell H Mortimer Foundation
EIN
46-4323935
In Care Of
% ARDEN ASSET MANAGEMENT INC
Phone
2124462002
Address
PO Box 1022, Harriman, NY 10926

Signing Officer

Name
Averell H Mortimer
Title
Treasurer
Phone
2124462043
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Pioneer Square Advisorsllc
Address
1624 4TH AVENUE SUITE 400, SEATTLE, WA 98101
Preparer
Richard Chiu
Phone
2068384880
Raw XML Appendix322 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312742
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0215000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt01933
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01933
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0114963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07667
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03731
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0339428
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0213067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0114963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07667
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03731
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0215000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0213067
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0339428
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0126361
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0A MORTIMER GRANTOR - M FAMILY 20
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Averell H and Gigi Mortimer
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 1022
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 1022
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Harriman
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1HARRIMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010926
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110926
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt086054
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & MAILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0430
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0A MORTIMER GRANTOR - M FAMILY 20
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Averell H and Gigi Mortimer
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO Box 1022
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1PO BOX 1022
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Harriman
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1HARRIMAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010926
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd110926
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AVERELL H MORTIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124462043
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GIGI & AVERELL H MORTIMER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GIGI
ReturnHeader/Filer/EIN0464323935
ReturnHeader/Filer/InCareOfNm0% ARDEN ASSET MANAGEMENT INC
ReturnHeader/Filer/PhoneNum02124462002
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1022
ReturnHeader/Filer/USAddress/CityNm0Harriman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010926
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0388FC99511C198F1B4476C57DF1E327C1CC7AE4B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId026DCB2FF19B310BFDA6F82AC295D713CA50AC08F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId091735120181305000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.17.169.73
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PIONEER SQUARE ADVISORSLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01624 4TH AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098101
ReturnHeader/PreparerPersonGrp/PhoneNum02068384880
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD CHIU
ReturnHeader/ReturnTs02018-05-10T17:28:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,933
Liabilities
$0
Net assets
$13,933
Revenue
$186,093
Expenses
$217,441
Net income
-$31,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.52$0.00$0.51
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.36$0.00$0.35
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.10$0.00$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.16$0.00$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.18$0.00$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.12$0.00$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.19$0.22$0.03
2015Summary only. Only limited summary data is available for this year.$0.09$0.00$0.06$0.01$0.05
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.01$0.05