Civic Intelligence

Gigi & Averell H Mortimer Foundation

990PF • Fiscal year 2020 • EIN 46-4323935

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

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

81st percentile

0.00x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.00x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

99%

Higher net margin than 90% of similar nonprofits.

2020 filings • NTEE T99 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • NTEE T99 • <$500k nonprofits • Source year 2020

Asset Growth

92nd percentile

145%

Faster asset growth than 92% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

46%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$303,804

Up $180,026 (+145%) from 2019

Net Assets

Up

$303,804

Up $180,026 (+145%) from 2019

Liabilities

Up

$58

Up $58 from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin90th percentile

Revenue

Up

$181,074

Up $57,152 (+46%) from 2019

Expenses

Down

$1,709

Down $2,248 (-57%) from 2019

Net Income

Up

$179,365

Up $59,400 (+50%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2020

Assets$303,804
Liabilities$58
Net Assets$303,804
Open 2020 Filing

Operations Trend

Revenue Growth80th 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

2020

Revenue$181,074
Expenses$1,709
Net Income$179,365
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay92nd 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 Mortimer
Title
Treasurer
Phone
2124462043
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Pioneer Square Advisorsllc
Address
1624 4TH AVENUE SUITE 400, SEATTLE, WA 98101
Preparer
Kenneth Ragsdale
Phone
2068384880
Raw XML Appendix307 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt07358
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0109650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0213067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0114963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07667
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0309
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0440076
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02396
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0109650
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0213067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0114963
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0A MORTIMER GRANTOR - M FAMILY 20
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 1022
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HARRIMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010926
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt039279
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0604
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TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AVERELL MORTIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
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/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/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH RAGSDALE
ReturnHeader/ReturnTs02021-11-13T17:03:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AVERELL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORTIMER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$303,804
Liabilities
$58
Net assets
$303,804
Revenue
$181,074
Expenses
$1,709
Net income
$179,365
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