Civic Intelligence

Gotschall Family Foundation

990PF • Fiscal year 2013 • EIN 71-0979470

May 01, 2012 to Apr 30, 2013 • Filed on Dec 02, 2013

6 FresianLaguna Beach, CA 92679
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

1st percentile

-7562%

Higher net margin than 1% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

9th percentile

-43%

Faster asset growth than 9% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$2,652

Down $2,014 (-43%) from 2012

Net Assets

Down

$2,652

Down $1,299 (-33%) from 2012

Liabilities

Down

$1

Down $714 (-100%) from 2012

Revenue

$37

No earlier filing loaded for comparison.

Expenses

Down

$2,835

Down $1,400 (-33%) from 2012

Net Income

-$2,798

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0K$4.0K$2.0K$0Assets 2012: $4,666Liabilities 2012: $715Net Assets 2012: $3,9512012Assets 2013: $2,652Liabilities 2013: $1Net Assets 2013: $2,6522013Assets 2014: $3,189Liabilities 2014: $1Net Assets 2014: $3,1892014Assets 2015: $2,807Liabilities 2015: $1Net Assets 2015: $2,8072015

Highlighted filing

2013

Assets$2,652
Liabilities$1
Net Assets$2,652

Operations Trend

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KExpenses 2012: $4,2352012Revenue 2013: $37Expenses 2013: $2,835Net Income 2013: -$2,7982013Revenue 2014: $2,552Expenses 2014: $2,015Net Income 2014: $5372014Revenue 2015: $2,418Expenses 2015: $2,800Net Income 2015: -$3822015

Highlighted filing

2013

Revenue$37
Expenses$2,835
Net Income-$2,798
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Dec 2, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brittany GotschallSecretary-$0--
Susan Gotschall-GarciaPresident-$0--
Filing and Contact Details

Filer

EIN
71-0979470
Raw XML Appendix224 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/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0Tax refunds
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn015
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0300
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0305
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Brittany Gotschall
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Susan Gotschall-Garcia
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106 Fresiam
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode092679
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode192679
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets01720
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio05.73387
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear105.43294
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2011.66374
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear303.24964
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio028.66936
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions01850
IRS990PF/QualifyingDistributions/ExpensesAndContributions01850
IRS990PF/QualifyingDistributions/QualifyingDistributions01850
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0false
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Susan Gotschall-Garcia
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09494592570
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine106 Fresian
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Coto De Caza
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode092679
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2017202
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear308961
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40105030
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear501012650
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear501012650
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IRS990PF/UndistributedIncome/ExcessFromCurrentYear01835
IRS990PF/UndistributedIncome/ExcessFromYear103171
IRS990PF/UndistributedIncome/ExcessFromYear2017202
IRS990PF/UndistributedIncome/ExcessFromYear308961
IRS990PF/UndistributedIncome/ExcessFromYear40105030
IRS990PF/UndistributedIncome/QualifyingDistributions01850
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01835
IRS990PF/UndistributedIncome/TotalCorpus01148849
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01147014
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0Bank Charges
OtherExpensesSchedule/OtherExpenses/Description1Administrative Fees
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1135
OtherIncomeSchedule2/OtherIncome/Description0Tax refunds
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks015
OtherIncreasesSchedule/OtherIncreases/Amount01499
OtherIncreasesSchedule/OtherIncreases/Description0Correction of Net Assets Balance
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0710979470
ReturnHeader/Filer/Name/BusinessNameLine10The Gotschall Family Foundation
ReturnHeader/Filer/NameControl0GOTS
ReturnHeader/Filer/USAddress/AddressLine106 Fresian
ReturnHeader/Filer/USAddress/City0Coto De Caza
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092679
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-12-02
ReturnHeader/Officer/Name0Susan K Gotschall
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10White Nelson Diehl Evans LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102875 Michelle Drive Suite 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Irvine
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092606
ReturnHeader/Preparer/Name0Brian D Donnelly CPA
ReturnHeader/Preparer/Phone07149781300
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-05-01
ReturnHeader/TaxPeriodEndDate02013-04-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-12-02T10:28:12-08:00

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