Civic Intelligence

G Ellis Charitable Foundation

990PF • Fiscal year 2023 • EIN 47-1599100

Nov 01, 2022 to Oct 31, 2023 • Filed on Apr 01, 2024

Organization Profile
4550 Montgomery Ave STE 755 NBethesda, MD 20814

(301) 742-8426

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-111%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$4,906

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

33rd percentile

-2.0%

Faster asset growth than 33% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

0.7%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$2,290,959

Down $46,902 (-2.0%) from 2022

Net Assets

Down

$2,287,767

Down $48,094 (-2.1%) from 2022

Liabilities

Up

$3,192

Up $1,192 (+60%) from 2022

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin7th percentile

Revenue

Up

$98,817

Up $694 (+0.7%) from 2022

Expenses

Up

$208,515

Up $4,898 (+2.4%) from 2022

Net Income

Down

-$109,698

Down $4,204 (-4.0%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $2,670,539Liabilities 2015: $02015Assets 2016: $3,087,268Liabilities 2016: $0Net Assets 2016: $3,087,2682016Assets 2017: $2,963,312Liabilities 2017: $0Net Assets 2017: $2,963,3122017Assets 2018: $2,716,294Liabilities 2018: $0Net Assets 2018: $2,716,2942018Assets 2019: $2,583,271Liabilities 2019: $2,000Net Assets 2019: $2,581,2712019Assets 2020: $2,550,738Liabilities 2020: $2,000Net Assets 2020: $2,548,7382020Assets 2021: $2,628,807Liabilities 2021: $2,000Net Assets 2021: $2,626,8072021Assets 2022: $2,337,861Liabilities 2022: $2,000Net Assets 2022: $2,335,8612022Assets 2023: $2,290,959Liabilities 2023: $3,192Net Assets 2023: $2,287,7672023

Highlighted filing

2023

Assets$2,290,959
Liabilities$3,192
Net Assets$2,287,767
Open 2023 Filing

Operations Trend

Revenue Growth40th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $2,720,670Expenses 2015: $50,131Net Income 2015: $2,670,5392015Revenue 2016: $662,682Expenses 2016: $245,953Net Income 2016: $416,7292016Revenue 2017: $53,815Expenses 2017: $177,771Net Income 2017: -$123,9562017Revenue 2018: $69,591Expenses 2018: $316,609Net Income 2018: -$247,0182018Revenue 2019: $81,569Expenses 2019: $216,592Net Income 2019: -$135,0232019Revenue 2020: $82,664Expenses 2020: $115,017Net Income 2020: -$32,3532020Revenue 2021: $281,881Expenses 2021: $203,812Net Income 2021: $78,0692021Revenue 2022: $98,123Expenses 2022: $203,617Net Income 2022: -$105,4942022Revenue 2023: $98,817Expenses 2023: $208,515Net Income 2023: -$109,6982023

Highlighted filing

2023

Revenue$98,817
Expenses$208,515
Net Income-$109,698
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Apr 1, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen L BarrettTrusteePT$4,906-$4,906
Paxton Lee LLCTrusteePT$4,906-$4,906
Filing and Contact Details

Filer

Filer Name
G Ellis Charitable Foundation
EIN
47-1599100
Address
4550 Montgomery Ave STE 755 N, Bethesda, MD 20814

Signing Officer

Name
Paxton Lee LLC
Title
Trustee
Phone
3017428426
Signed
2024-04-01
Discuss with paid preparer
No

Preparer

Firm
The Financial Strategists LLC
Address
10627 Saponi Dr, New Market, MD 21774
Preparer
Robert E Mucka Jr
Phone
4753990501
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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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc112817 Liberty Rd House
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Additional Improvements Liberty Rd House
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5Sinkhole Improvement
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc712020 Middlebrook Rd
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1412030 Middlebrook Rd
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Stephen L Barrett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Paxton Lee LLC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Stephen L Barrett
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 128
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Libertytown
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021762
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03017428426
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Florida College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1All For Recovery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Andreas House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3So What Else
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0119 N Glen Arven Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110 Castle Garden Ct
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2111 E G Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3313 Fallsgrove Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Olney
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Brunswick
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Rockville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033617
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320850
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0123500
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/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0347025
LandEtcSchedule2/LandEtcGrp/BookValueAmt01577799
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Buildings and Lands
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01924824
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01982569
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0628699
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Coins and Precious Metals
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0628699
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0749641
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Repairs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2HOA Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Utilities
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118462
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2683
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3973
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Security Deposits
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03192
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt01445
TaxesSchedule/TaxesDetail/Amt1390
TaxesSchedule/TaxesDetail/Amt2250
TaxesSchedule/TaxesDetail/CategoryTxt0Property Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt2Rental Licenses
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,290,959
Liabilities
$3,192
Net assets
$2,287,767
Revenue
$98,817
Expenses
$208,515
Net income
-$109,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.10$0.21$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.10$0.20$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.28$0.20$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.08$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.08$0.22$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.07$0.32$0.25
2017Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.05$0.18$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.66$0.25$0.42
2015Summary only. Only limited summary data is available for this year.$2.67$0.00$2.72$0.05$2.67