Civic Intelligence

B Milfred Gerson Trust

990PF • Fiscal year 2020 • EIN 59-6473286

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 29, 2021

Organization Profile
4770 Biscayne Blvd Suite 400Miami, FL 33137

(305) 868-3600

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

17th percentile

-42%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

81st percentile

$4,200

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 57.3% of source-year revenue.

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

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

98th percentile

386%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$392,992

Down $3,070 (-0.8%) from 2019

Net Assets

$392,992

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Up

$7,330

Up $5,823 (+386%) from 2019

Expenses

Down

$10,400

Down $16,775 (-62%) from 2019

Net Income

Up

-$3,070

Up $22,598 (+88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2011: $570,956Liabilities 2011: $02011Assets 2012: $569,518Liabilities 2012: $02012Assets 2013: $559,516Liabilities 2013: $02013Assets 2014: $528,724Liabilities 2014: $02014Assets 2015: $498,680Liabilities 2015: $02015Assets 2019: $396,062Liabilities 2019: $02019Assets 2020: $392,992Liabilities 2020: $1Net Assets 2020: $392,9922020Assets 2021: $345,994Liabilities 2021: $0Net Assets 2021: $345,9942021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$392,992
Liabilities$1
Net Assets$392,992
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $5,391Expenses 2011: $7,806Net Income 2011: -$2,4152011Revenue 2012: $8,598Expenses 2012: $10,036Net Income 2012: -$1,4382012Revenue 2013: $4,793Expenses 2013: $14,795Net Income 2013: -$10,0022013Revenue 2014: $2,023Expenses 2014: $32,815Net Income 2014: -$30,7922014Revenue 2015: $2,026Expenses 2015: $32,070Net Income 2015: -$30,0442015Revenue 2019: $1,507Expenses 2019: $27,175Net Income 2019: -$25,6682019Revenue 2020: $7,330Expenses 2020: $10,400Net Income 2020: -$3,0702020Revenue 2021: $1,758Expenses 2021: $48,683Net Income 2021: -$46,9252021Revenue 2022: $216Expenses 2022: $346,210Net Income 2022: -$345,9942022

Highlighted filing

2020

Revenue$7,330
Expenses$10,400
Net Income-$3,070
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 29, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE CYPENTrusteePT$4,200-$4,200
GARY GERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
B Milfred Gerson Trust
EIN
59-6473286
Phone
3058683600
Address
4770 BISCAYNE BLVD SUITE 400, MIAMI, FL 33137

Signing Officer

Name
Gary R Gerson
Title
Trustee
Phone
3058683600
Signed
2021-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Gerson Preston
Address
4770 Biscayne Blvd Suite 400, Miami, FL 33137
Preparer
Gary R Gerson
Phone
3058683600
Raw XML Appendix281 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/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0357500
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PROVIDE A CONTRIBUTION TO ACCOMPLISH THE EXEMPT ORGANIZATION'S CHARITABLE PURPOSETO PROVIDE A CONTRIBUTION TO ACCOMPLISH THE EXEMPT ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROVIDE A CONTRIBUTION TO ACCOMPLISH THE EXEMPT ORGANIZATION'S CHARITABLE PURPOSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0TO FUND EXEMPT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1TO FUND EXEMPT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2TO FUND EXEMPT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3TO FUND EXEMPT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4TO FUND EXEMPT ORGANIZATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MIAMI BEACH
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05648
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02652
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013709
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02652
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY R GERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03058683600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0B MILFRED GERSON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BMIL
ReturnHeader/Filer/EIN0596473286
ReturnHeader/Filer/PhoneNum03058683600
ReturnHeader/Filer/USAddress/AddressLine1Txt04770 BISCAYNE BLVD SUITE 400
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033137
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591262947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gerson Preston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04770 Biscayne Blvd Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Miami
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033137
ReturnHeader/PreparerPersonGrp/PhoneNum03058683600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary R Gerson
ReturnHeader/ReturnTs02021-10-29T13:14:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERSON
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
$392,992
Liabilities
$1
Net assets
$392,992
Revenue
$7,330
Expenses
$10,400
Net income
-$3,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$3.46$3.46
2021Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.02$0.49$0.47
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.07$0.10$0.03
2019Summary only. Only limited summary data is available for this year.$3.96$0.00$0.02$0.27$0.26
2015Summary only. Only limited summary data is available for this year.$4.99$0.00$0.02$0.32$0.30
2014Summary only. Only limited summary data is available for this year.$5.29$0.00$0.02$0.33$0.31
2013Summary only. Only limited summary data is available for this year.$5.60$0.00$0.05$0.15$0.10
2012Summary only. Only limited summary data is available for this year.$5.70$0.00$0.09$0.10$0.01
2011Summary only. Only limited summary data is available for this year.$5.71$0.00$0.05$0.08$0.02