Civic Intelligence

Gerald J Eisenberg Charitable Trust

990PF • Fiscal year 2018 • EIN 46-6865258

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 27, 2019

Organization Profile
1111 East Main StreetRichmond, VA 23219

(804) 783-7203

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.

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

5th percentile

-160%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

80th percentile

$3,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 40.6% of source-year revenue.

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

Asset Growth

37th percentile

-4.3%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

5th percentile

-75%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$259,738

Down $11,795 (-4.3%) from 2017

Net Assets

Down

$259,738

Down $11,795 (-4.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$7,393

Down $21,713 (-75%) from 2017

Expenses

Up

$19,188

Up $4,342 (+29%) from 2017

Net Income

Down

-$11,795

Down $26,055 (-183%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$300K$200K$100K$0Assets 2013: $250,991Liabilities 2013: $0Net Assets 2013: $250,9912013Assets 2014: $255,828Liabilities 2014: $0Net Assets 2014: $255,8282014Assets 2015: $259,905Liabilities 2015: $0Net Assets 2015: $259,9052015Assets 2016: $257,273Liabilities 2016: $0Net Assets 2016: $257,2732016Assets 2017: $271,533Liabilities 2017: $0Net Assets 2017: $271,5332017Assets 2018: $259,738Liabilities 2018: $0Net Assets 2018: $259,7382018Assets 2019: $240,966Liabilities 2019: $0Net Assets 2019: $240,9662019Assets 2020: $228,565Liabilities 2020: $0Net Assets 2020: $228,5652020Assets 2021: $248,791Liabilities 2021: $0Net Assets 2021: $248,7912021Assets 2022: $238,638Liabilities 2022: $0Net Assets 2022: $238,6382022Assets 2023: $234,019Liabilities 2023: $0Net Assets 2023: $234,0192023Assets 2024: $240,832Liabilities 2024: $0Net Assets 2024: $240,8322024

Highlighted filing

2018

Assets$259,738
Liabilities$0
Net Assets$259,738
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$300K$200K$100K$0-$100KRevenue 2013: $259,419Expenses 2013: $8,428Net Income 2013: $250,9912013Revenue 2014: $17,457Expenses 2014: $12,620Net Income 2014: $4,8372014Revenue 2015: $18,425Expenses 2015: $14,348Net Income 2015: $4,0772015Revenue 2016: $11,513Expenses 2016: $14,145Net Income 2016: -$2,6322016Revenue 2017: $29,106Expenses 2017: $14,846Net Income 2017: $14,2602017Revenue 2018: $7,393Expenses 2018: $19,188Net Income 2018: -$11,7952018Revenue 2019: -$529Expenses 2019: $18,243Net Income 2019: -$18,7722019Revenue 2020: $6,835Expenses 2020: $19,236Net Income 2020: -$12,4012020Revenue 2021: $41,009Expenses 2021: $20,783Net Income 2021: $20,2262021Revenue 2022: $12,057Expenses 2022: $22,210Net Income 2022: -$10,1532022Revenue 2023: $12,870Expenses 2023: $17,489Net Income 2023: -$4,6192023Revenue 2024: $23,910Expenses 2024: $17,097Net Income 2024: $6,8132024

Highlighted filing

2018

Revenue$7,393
Expenses$19,188
Net Income-$11,795
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 27, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE L MERTENSTrustee-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Gerald J Eisenberg Charitable Trust
EIN
46-6865258
Phone
8047837203
Address
1111 EAST MAIN STREET, RICHMOND, VA 23219

Signing Officer

Name
Bruce L Mertens
Title
Trustee
Phone
8047837203
Signed
2019-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Worcester and Ganzert CPA Pc
Address
7122-C FOREST HILL AVENUE, RICHMOND, VA 23225
Preparer
Kevin E Ganzert
Phone
8043204707
Raw XML Appendix339 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/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRUCE L MERTENS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01111 E MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RICHMOND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd023219
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08047837203
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ANIMAL CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RICHMOND ANIMAL LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011401 INTERNATIONAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt08646
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06354
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04350
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06354
TaxesSchedule/TaxesDetail/Amt0268
TaxesSchedule/TaxesDetail/Amt1120
TaxesSchedule/TaxesDetail/CategoryTxt02016 FORM 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0268
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1120
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE L MERTENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08047837203
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERALD J EISENBERG CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0466865258
ReturnHeader/Filer/PhoneNum08047837203
ReturnHeader/Filer/USAddress/AddressLine1Txt01111 EAST MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023219
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId016F3BDFE18D724F2F55DDED4E7F0A2996A395DE9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId016F3BDFE18D724F2F55DDED4E7F0A2996A395DE9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.99.100.18
ReturnHeader/FilingSecurityInformation/IPDt02019-03-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:49:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WORCESTER AND GANZERT CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07122-C FOREST HILL AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023225
ReturnHeader/PreparerPersonGrp/PhoneNum08043204707
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN E GANZERT
ReturnHeader/ReturnTs02019-03-07T12:50:18-08:00
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
$259,738
Liabilities
$0
Net assets
$259,738
Revenue
$7,393
Expenses
$19,188
Net income
-$11,795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.24$0.17$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.13$0.17$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.12$0.22$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.41$0.21$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.07$0.19$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.01$0.18$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.07$0.19$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.29$0.15$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.12$0.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.18$0.14$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.17$0.13$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$2.59$0.08$2.51