Civic Intelligence

Gerald J Eisenberg Charitable Trust

990PF • Fiscal year 2020 • EIN 46-6865258

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 08, 2021

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

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

7th percentile

-181%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

80th percentile

$2,808

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 41.1% of source-year revenue.

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

Asset Growth

33rd percentile

-5.1%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$228,565

Down $12,401 (-5.1%) from 2019

Net Assets

Down

$228,565

Down $12,401 (-5.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Up

$6,835

Up $7,364 (+1392%) from 2019

Expenses

Up

$19,236

Up $993 (+5.4%) from 2019

Net Income

Up

-$12,401

Up $6,371 (+34%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2020

Assets$228,565
Liabilities$0
Net Assets$228,565
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$6,835
Expenses$19,236
Net Income-$12,401
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 8, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE L MERTENSTrustee-$2,808-$2,808
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
2021-03-08
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 Appendix305 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/ZIPCd023236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013750
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/AppliedToCurrentYearAmt09780
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03970
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013438
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/QualifyingDistributionsAmt013750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03658
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03970
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01555
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO ADVISORS ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01555
TaxesSchedule/TaxesDetail/Amt051
TaxesSchedule/TaxesDetail/Amt1222
TaxesSchedule/TaxesDetail/CategoryTxt02016 FORM 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt051
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1222
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE L MERTENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08047837203
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-08
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/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/ReturnTs02021-03-17T05:37:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MERTENS
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
$228,565
Liabilities
$0
Net assets
$228,565
Revenue
$6,835
Expenses
$19,236
Net income
-$12,401
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