Civic Intelligence

Gigi & Averell H Mortimer Foundation

990PF • Fiscal year 2018 • EIN 46-4323935

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 23, 2019

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.

2018 filings • NTEE T • <$500k nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.00x

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

2018 filings • NTEE T • <$500k nonprofits • Source year 2018

Net Margin

38th percentile

-9.8%

Higher net margin than 38% of similar nonprofits.

2018 filings • NTEE T • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE T • <$500k nonprofits • Source year 2018

Asset Growth

6th percentile

-73%

Faster asset growth than 6% of similar nonprofits.

2018 filings • NTEE T • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-45%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • NTEE T • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$3,812

Down $10,121 (-73%) from 2017

Net Assets

Down

$3,812

Down $10,121 (-73%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin38th percentile

Revenue

Down

$103,281

Down $82,812 (-45%) from 2017

Expenses

Down

$113,402

Down $104,039 (-48%) from 2017

Net Income

Up

-$10,121

Up $21,227 (+68%) from 2017

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

2018

Assets$3,812
Liabilities$0
Net Assets$3,812
Open 2018 Filing

Operations Trend

Revenue Growth22nd 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

2018

Revenue$103,281
Expenses$113,402
Net Income-$10,121
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 23, 2019
Return Version
2018v3.1
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 H Mortimer
Title
Treasurer
Phone
2124462043
Signed
2019-04-23
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 Appendix331 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/AddressLine1Txt1One State Street 20th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt225 West Fourth Street 4th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41350 Broadway Suite 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5650 Townsend Suite 435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Hartford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Harris
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594103
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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/AppliedToCurrentYearAmt0700
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0213067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0114963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07667
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03731
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0449078
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0109650
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0213067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0114963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07667
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03731
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110350
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0109650
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0449078
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0339428
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0A MORTIMER GRANTOR - M FAMILY 20
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Harriman
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010926
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0103265
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & MAILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0355
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0A MORTIMER GRANTOR - M FAMILY 20
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO Box 1022
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Harriman
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010926
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AVERELL H MORTIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124462043
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-23
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/AtSubmissionCreationDeviceId026DCB2FF19B310BFDA6F82AC295D713CA50AC08F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId026DCB2FF19B310BFDA6F82AC295D713CA50AC08F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId091735120191145000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-04-24
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/PreparationDt02019-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD CHIU
ReturnHeader/ReturnTs02019-04-24T11:39:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,812
Liabilities
$0
Net assets
$3,812
Revenue
$103,281
Expenses
$113,402
Net income
-$10,121
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