Civic Intelligence

The Gulitz Family Foundation

990PF • Fiscal year 2017 • EIN 46-6435330

Dec 01, 2016 to Nov 30, 2017 • Filed on May 15, 2018

Organization Profile
c/o 1230 Columbia StreetSan Diego, CA 92101

(619) 727-4600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

8th percentile

-50%

Faster asset growth than 8% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-84%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$105,412

Down $107,416 (-50%) from 2016

Net Assets

Down

$105,412

Down $107,349 (-50%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Down

$18,151

Down $93,003 (-84%) from 2016

Expenses

Up

$10,775

Up $1,560 (+17%) from 2016

Net Income

Down

$7,376

Down $94,563 (-93%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$1.0M$500K$0Assets 2013: $58,013Liabilities 2013: $0Net Assets 2013: $58,0132013Assets 2014: $55,064Liabilities 2014: $0Net Assets 2014: $55,0642014Assets 2015: $110,822Liabilities 2015: $0Net Assets 2015: $110,8222015Assets 2016: $212,828Liabilities 2016: $0Net Assets 2016: $212,7612016Assets 2017: $105,412Liabilities 2017: $0Net Assets 2017: $105,4122017Assets 2019: $275,211Liabilities 2019: $0Net Assets 2019: $275,2112019Assets 2020: $260,912Liabilities 2020: $0Net Assets 2020: $260,9122020Assets 2021: $384,341Liabilities 2021: $0Net Assets 2021: $384,3412021Assets 2022: $542,423Liabilities 2022: $20,289Net Assets 2022: $522,1342022Assets 2023: $700,252Liabilities 2023: $1672023Assets 2024: $858,916Liabilities 2024: $22,473Net Assets 2024: $836,4432024

Highlighted filing

2017

Assets$105,412
Liabilities$0
Net Assets$105,412
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50KExpenses 2013: $3,7162013Revenue 2014: $5,183Expenses 2014: $7,743Net Income 2014: -$2,5602014Revenue 2015: $63,241Expenses 2015: $7,483Net Income 2015: $55,7582015Revenue 2016: $111,154Expenses 2016: $9,215Net Income 2016: $101,9392016Revenue 2017: $18,151Expenses 2017: $10,775Net Income 2017: $7,3762017Revenue 2019: $132,369Expenses 2019: $14,978Net Income 2019: $117,3912019Revenue 2020: $3,333Expenses 2020: $17,632Net Income 2020: -$14,2992020Revenue 2021: $45,885Expenses 2021: $35,599Net Income 2021: $10,2862021Revenue 2022: $51,663Expenses 2022: $21,832Net Income 2022: $29,8312022Revenue 2023: $138,148Expenses 2023: $14,484Net Income 2023: $123,6642023Revenue 2024: $69,142Expenses 2024: $54,677Net Income 2024: $14,4652024

Highlighted filing

2017

Revenue$18,151
Expenses$10,775
Net Income$7,376
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael GulitzTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-To support animal rescue.-Santa Ana, CA, US$8,000
Filing and Contact Details

Filer

Filer Name
The Gulitz Family Foundation
EIN
46-6435330
Phone
6197274600
Address
c/o 1230 Columbia Street, San Diego, CA 92101

Signing Officer

Name
Michael Gulitz
Title
Trustee
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Sahmel & Associates
Address
3033 Fifth Ave Suite 425, San Diego, CA 92103
Preparer
Ronald M Sahmel
Phone
6192950800
Raw XML Appendix323 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0c/o 1230 Columbia Street Suite 1120
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Diego
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Michael Gulitz
IRS990PF/StatementsRegardingActyGrp/PhoneNum06197274600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support animal rescue.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Southern California Bulldog Rescue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 10313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Santa Ana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092711
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt062254
OtherDecreasesSchedule/OtherDecreasesDetail/Amt152538
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Other transfers to Krijan Family Foundation
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Securities transferred to Krijan Family Foundation
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010124
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02533
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0242
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Gulitz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Gulitz Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GULI
ReturnHeader/Filer/EIN0466435330
ReturnHeader/Filer/PhoneNum06197274600
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o 1230 Columbia Street
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAHMEL & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03033 Fifth Ave Suite 425
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092103
ReturnHeader/PreparerPersonGrp/PhoneNum06192950800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald M Sahmel
ReturnHeader/ReturnTs02018-05-30T09:20:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$105,412
Liabilities
$0
Net assets
$105,412
Revenue
$18,151
Expenses
$10,775
Net income
$7,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.59$0.22$8.36$0.69$0.55$0.14
2023Summary only. Only limited summary data is available for this year.$7.00$0.00$1.38$0.14$1.24
2022Detailed filing. Detailed filing data is available for this year.$5.42$0.20$5.22$0.52$0.22$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.00$3.84$0.46$0.36$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.03$0.18$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.00$2.75$1.32$0.15$1.17
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.18$0.11$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$1.11$0.09$1.02
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.63$0.07$0.56
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.05$0.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • <$500k nonprofits