Civic Intelligence

The Mildred K Gertner Family Charitable

EIN 65-0510581 • Houston, TX

150 Gessner Road 9DHouston, TX 77024
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.03x

Higher debt load relative to assets than 75% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

99th percentile

120%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

32nd percentile

-20%

Faster asset growth than 32% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Assets

Down

$159,546

Down $39,130 (-20%) from 2023

Liabilities

Up

$4,599

Up $3,748 (+440%) from 2023

Net Assets

Down

$154,947

Down $42,878 (-22%) from 2023

Revenue

Down

-$35,526

Down $41,035 (-745%) from 2023

Expenses

Up

$7,005

Up $4,578 (+189%) from 2023

Net Income

Down

-$42,531

Down $45,613 (-1480%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $235,378Liabilities 2011: $02011Assets 2012: $235,356Liabilities 2012: $02012Assets 2013: $228,031Liabilities 2013: $02013Assets 2014: $226,930Liabilities 2014: $02014Assets 2015: $225,684Liabilities 2015: $02015Assets 2019: $208,634Liabilities 2019: $02019Assets 2020: $196,622Liabilities 2020: $0Net Assets 2020: $196,6222020Assets 2021: $201,804Liabilities 2021: $0Net Assets 2021: $201,8042021Assets 2022: $195,417Liabilities 2022: $851Net Assets 2022: $194,5662022Assets 2023: $198,676Liabilities 2023: $851Net Assets 2023: $197,8252023Assets 2024: $159,546Liabilities 2024: $4,599Net Assets 2024: $154,9472024

Highlighted filing

2024

Assets$159,546
Liabilities$4,599
Net Assets$154,947

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40K-$60KRevenue 2011: $10,078Expenses 2011: $21,611Net Income 2011: -$11,5332011Revenue 2012: $12,236Expenses 2012: $12,258Net Income 2012: -$222012Revenue 2013: $11,788Expenses 2013: $18,793Net Income 2013: -$7,0052013Revenue 2014: $11,627Expenses 2014: $11,452Net Income 2014: $1752014Revenue 2015: $12,043Expenses 2015: $12,545Net Income 2015: -$5022015Revenue 2019: $12,070Expenses 2019: $7,874Net Income 2019: $4,1962019Revenue 2020: $11,355Expenses 2020: $14,914Net Income 2020: -$3,5592020Revenue 2021: $9,076Expenses 2021: $4,224Net Income 2021: $4,8522021Revenue 2022: $2,292Expenses 2022: $7,027Net Income 2022: -$4,7352022Revenue 2023: $5,509Expenses 2023: $2,427Net Income 2023: $3,0822023Revenue 2024: -$35,526Expenses 2024: $7,005Net Income 2024: -$42,5312024

Highlighted filing

2024

Revenue-$35,526
Expenses$7,005
Net Income-$42,531

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Mar 20, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD GERTNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Mildred K Gertner Family Charitable
EIN
65-0510581
Phone
7135458170
Address
150 GESSNER ROAD 9D, HOUSTON, TX 77024

Signing Officer

Name
Edward Gertner
Title
Trustee
Phone
7135458170
Signed
2025-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Golden CPA Pllc
Address
6700 WOODLANDS PKWY STE 230-177, THE WOODLANDS, TX 77382
Preparer
Glenn Golden CPA
Phone
2817771488
Raw XML Appendix293 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/UndistributedIncomeGrp/TotalCorpusAmt02611
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04218
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0347
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES/FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt029
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1418
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt029
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1418
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0851
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYABLE TO EDG
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt04599
TaxesSchedule/TaxesDetail/Amt0140
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD GERTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07135458170
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MILDRED K GERTNER FAMILY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILD
ReturnHeader/Filer/EIN0650510581
ReturnHeader/Filer/PhoneNum07135458170
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 GESSNER ROAD 9D
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475624589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDEN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06700 WOODLANDS PKWY STE 230-177
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0THE WOODLANDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077382
ReturnHeader/PreparerPersonGrp/PhoneNum02817771488
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN GOLDEN CPA
ReturnHeader/ReturnTs02025-03-20T09:20:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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