Civic Intelligence

Herbert & Roseline Gussman Foundation Trust

990PF • Fiscal year 2017 • EIN 73-6090063

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization Profile
15 East 5th Street Suite 3200Tulsa, OK 74103

(918) 796-3134

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

1st percentile

-1265%

Higher net margin than 1% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

9th percentile

-9.1%

Faster asset growth than 9% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$6,026,750

Down $606,240 (-9.1%) from 2016

Net Assets

Down

$6,026,750

Down $604,240 (-9.1%) from 2016

Liabilities

Down

$0

Down $2,500 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin1st percentile

Revenue

Down

$47,768

Down $145,535 (-75%) from 2016

Expenses

Down

$652,008

Down $48,931 (-7.0%) from 2016

Net Income

Down

-$604,240

Down $96,604 (-19%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$10M$5.0M$0Assets 2011: $8,955,656Liabilities 2011: $4,1272011Assets 2012: $8,649,504Liabilities 2012: $02012Assets 2013: $8,562,501Liabilities 2013: $02013Assets 2014: $8,154,134Liabilities 2014: $700Net Assets 2014: $8,153,4342014Assets 2015: $7,139,726Liabilities 2015: $1,100Net Assets 2015: $7,138,6262015Assets 2016: $6,632,990Liabilities 2016: $2,500Net Assets 2016: $6,630,9902016Assets 2017: $6,026,750Liabilities 2017: $0Net Assets 2017: $6,026,7502017Assets 2018: $5,706,231Liabilities 2018: $0Net Assets 2018: $5,706,2312018Assets 2019: $5,336,642Liabilities 2019: $1Net Assets 2019: $02019Assets 2020: $5,087,184Liabilities 2020: $1Net Assets 2020: $5,087,1842020Assets 2021: $4,783,092Liabilities 2021: $1Net Assets 2021: $4,783,0922021Assets 2022: $4,412,132Liabilities 2022: $1Net Assets 2022: $4,412,1322022Assets 2023: $4,236,085Liabilities 2023: $1Net Assets 2023: $4,236,0852023Assets 2024: $4,059,426Liabilities 2024: $0Net Assets 2024: $4,059,4262024

Highlighted filing

2017

Assets$6,026,750
Liabilities$0
Net Assets$6,026,750
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $294,776Expenses 2011: $574,025Net Income 2011: -$279,2492011Revenue 2012: $268,569Expenses 2012: $570,594Net Income 2012: -$302,0252012Revenue 2013: $435,501Expenses 2013: $522,504Net Income 2013: -$87,0032013Revenue 2014: $256,731Expenses 2014: $665,798Net Income 2014: -$409,0672014Revenue 2015: $40,767Expenses 2015: $1,055,575Net Income 2015: -$1,014,8082015Revenue 2016: $193,303Expenses 2016: $700,939Net Income 2016: -$507,6362016Revenue 2017: $47,768Expenses 2017: $652,008Net Income 2017: -$604,2402017Revenue 2018: $111,100Expenses 2018: $431,619Net Income 2018: -$320,5192018Revenue 2019: $118,928Expenses 2019: $488,517Net Income 2019: -$369,5892019Revenue 2020: $83,715Expenses 2020: $333,173Net Income 2020: -$249,4582020Revenue 2021: $95,285Expenses 2021: $399,377Net Income 2021: -$304,0922021Revenue 2022: $84,366Expenses 2022: $455,326Net Income 2022: -$370,9602022Revenue 2023: $217,698Expenses 2023: $393,745Net Income 2023: -$176,0472023Revenue 2024: $224,559Expenses 2024: $401,218Net Income 2024: -$176,6592024

Highlighted filing

2017

Revenue$47,768
Expenses$652,008
Net Income-$604,240
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN G ADELSONTrustee-$0--
BARBARA G HEYMANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALL RECIPIENTS ARE 501(c)(3) ORGS SEE ATTACHEDSEE ATTACHMENT-TULSA, OK, US$641,660
Filing and Contact Details

Filer

Filer Name
Herbert and Roseline Gussman Foundation
EIN
73-6090063
In Care Of
% ELLBAR PARTNERS MANAGEMENTL
Phone
9187963134
Address
15 EAST 5TH STREET SUITE 3200, TULSA, OK 74103

Signing Officer

Name
Barbara G Heyman
Title
Trustee
Phone
9187963134
Signed
2018-05-02

Preparer

Firm
Grant Thornton Llp
Address
2431 E 61ST STREET STE 500, TULSA, OK 74136-1208
Preparer
Denece Van Pelt
Phone
9188770800
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/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/AppliedToCurrentYearAmt0333679
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0333679
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0333014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0631402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01272397
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0307981
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0333014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0631402
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0641660
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0307981
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01272397
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0964416
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME/LOSS FROM P-F K-1
TaxesSchedule/TaxesDetail/Amt02000
TaxesSchedule/TaxesDetail/Amt1238
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1238
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA G HEYMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09187963134
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT AND ROSELINE GUSSMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0736090063
ReturnHeader/Filer/InCareOfNm0% ELLBAR PARTNERS MANAGEMENTL
ReturnHeader/Filer/PhoneNum09187963134
ReturnHeader/Filer/USAddress/AddressLine1Txt015 EAST 5TH STREET SUITE 3200
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CB4D085DDF736616886ED9CE2DCC91C4F03E7E9F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId073756720181355000009
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.164.40.42
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02431 E 61ST STREET STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741361208
ReturnHeader/PreparerPersonGrp/PhoneNum09188770800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENECE VAN PELT
ReturnHeader/ReturnTs02018-05-15T14:53:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,026,750
Liabilities
$0
Net assets
$6,026,750
Revenue
$47,768
Expenses
$652,008
Net income
-$604,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.22$0.40$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.22$0.39$0.18
2022Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.08$0.46$0.37
2021Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.10$0.40$0.30
2020Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.08$0.33$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.34$0.00$0.00$0.12$0.49$0.37
2018Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.11$0.43$0.32
2017Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.05$0.65$0.60
2016Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.19$0.70$0.51
2015Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.04$1.06$1.01
2014Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.26$0.67$0.41
2013Summary only. Only limited summary data is available for this year.$8.56$0.00$0.44$0.52$0.09
2012Summary only. Only limited summary data is available for this year.$8.65$0.00$0.27$0.57$0.30
2011Summary only. Only limited summary data is available for this year.$8.96$0.00$0.29$0.57$0.28