Civic Intelligence

Gerald and Dorothy Erich Endowment Fund

EIN 77-0410204 • 501(c)3 • San Jose, CA

Profile

Main Mission is: To give scholarships to

3433 Glamorgan CtSan Jose, CA 95127

n/A

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.17x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

2nd percentile

-166%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

40th percentile

0.7%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,332,613

Up $9,877 (+0.7%) from 2022

Liabilities

Up

$3,516

Up $3,516 from 2022

Net Assets

Up

$1,329,097

Up $6,361 (+0.5%) from 2022

Operations
Liabilities / Revenue63rd percentileNet Margin2nd percentile

Revenue

Down

$21,189

Down $39,777 (-65%) from 2022

Expenses

Down

$56,370

Down $142,937 (-72%) from 2022

Net Income

Up

-$35,181

Up $103,160 (+75%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $708,375Liabilities 2011: $0Net Assets 2011: $708,3752011Assets 2012: $716,644Liabilities 2012: $0Net Assets 2012: $716,6442012Assets 2013: $948,918Liabilities 2013: $0Net Assets 2013: $948,9182013Assets 2014: $1,385,001Liabilities 2014: $14,000Net Assets 2014: $1,371,0012014Assets 2015: $1,401,618Liabilities 2015: $160,000Net Assets 2015: $1,241,6182015Assets 2016: $1,437,643Liabilities 2016: $14,000Net Assets 2016: $1,423,6432016Assets 2017: $1,482,112Liabilities 2017: $14,000Net Assets 2017: $1,468,1122017Assets 2018: $1,628,555Liabilities 2018: $0Net Assets 2018: $1,628,5552018Assets 2019: $1,349,416Liabilities 2019: $0Net Assets 2019: $1,349,4162019Assets 2020: $1,363,764Liabilities 2020: $0Net Assets 2020: $1,363,7642020Assets 2021: $1,550,735Liabilities 2021: $0Net Assets 2021: $1,550,7352021Assets 2022: $1,322,736Liabilities 2022: $0Net Assets 2022: $1,322,7362022Assets 2023: $1,332,613Liabilities 2023: $3,516Net Assets 2023: $1,329,0972023

Highlighted filing

2023

Assets$1,332,613
Liabilities$3,516
Net Assets$1,329,097
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $602,698Expenses 2011: $7,971Net Income 2011: $594,7272011Revenue 2012: $29,430Expenses 2012: $10,060Net Income 2012: $19,3702012Revenue 2013: $201,621Expenses 2013: $13,543Net Income 2013: $188,0782013Revenue 2014: $87,246Expenses 2014: $29,867Net Income 2014: $57,3792014Revenue 2015: $74,600Expenses 2015: $29,632Net Income 2015: $44,9682015Revenue 2016: $60,089Expenses 2016: $18,064Net Income 2016: $42,0252016Revenue 2017: $57,179Expenses 2017: $12,711Net Income 2017: $44,4682017Revenue 2018: $1,149,671Expenses 2018: $24,408Net Income 2018: $1,125,2632018Revenue 2019: -$6,863Expenses 2019: $53,987Net Income 2019: -$60,8502019Revenue 2020: $69,204Expenses 2020: $97,977Net Income 2020: -$28,7732020Revenue 2021: $157,173Expenses 2021: $210,026Net Income 2021: -$52,8532021Revenue 2022: $60,966Expenses 2022: $199,307Net Income 2022: -$138,3412022Revenue 2023: $21,189Expenses 2023: $56,370Net Income 2023: -$35,1812023

Highlighted filing

2023

Revenue$21,189
Expenses$56,370
Net Income-$35,181
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,332,613
Liabilities
$3,516
Net assets
$1,329,097
Revenue
$21,189
Expenses
$56,370
Net income
-$35,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.02$0.06$0.04
2022Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$0.06$0.20$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.16$0.21$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.07$0.10$0.03
2019Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$0.01$0.05$0.06
2018Summary only. Only limited summary data is available for this year.$1.63$0.00$1.63$1.15$0.02$1.13
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.01$1.47$0.06$0.01$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.42$0.06$0.02$0.04
2015Summary only. Only limited summary data is available for this year.$1.40$0.16$1.24$0.07$0.03$0.04
2014Summary only. Only limited summary data is available for this year.$1.39$0.01$1.37$0.09$0.03$0.06
2013Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.20$0.01$0.19
2012Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$0.03$0.01$0.02
2011Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.60$0.01$0.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$1,088,007
Mission and Program Overview

Mission

Main Mission is: To give scholarships to students that want to pursue a career in a community college, vocational ctr or any academic institute legacy left behind by Rotarian Gerald Erich and being executed every single year.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,400,555$1,634,915▲ $234,360
Investments in Publicly Traded Securities$1,236,232$1,269,060▲ $32,828
Cash and Non-Interest-Bearing Accounts$86,504$63,553▼ $22,951
Rtn Earn Endowment Incm Other Fnds$-77,819$-305,818▼ $227,999
Total Assets$1,322,736$1,332,613▲ $9,877
Liabilities
Accounts Payable and Accrued Expenses-$3,516-
Total Liabilities$0$3,516▲ $3,516
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,322,736$1,329,097▲ $6,361
Total Liabilities and Net Assets / Fund Balance$1,322,736$1,332,613▲ $9,877
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Marianne EzellPresident
Deepali SinhaPresident-Elect
Van LeMember
Ruth AshfordSecretary
Sara CalkinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$21,189
Other Revenue
$0
Change in Net Assets
$-35,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$26,370
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$30,000--$30,000
Fees for Services Accounting$0$2,350$0$2,350
Other Expenses$0$50$0$50
Total Functional Expenses$30,000$26,370$0$56,370
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Gerald and Dorothy Erich Endowment Fund
EIN
77-0410204
Phone
4089264646
Address
3433 Glamorgan Ct, San Jose, CA 95127

Signing Officer

Name
Sara Calkins
Title
Treasurer
Phone
4089264646
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Calkins
Formed
1996
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
10

Preparer

Firm
Karen A Hahn CPA Inc
Address
500 E Calaveras Blvd Ste 333, Milpitas, CA 95035
Preparer
Karen A Hahn CPA
Phone
4082638888
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The board of directors reviews the tax return.”

Raw XML Appendix324 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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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03433 Glamorgan Ct
IRS990/USAddress/CityNm0San Jose
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095127
IRS990/VotingMembersGoverningBodyCnt05
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sara Calkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04089264646
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Gerald and Dorothy Erich Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0770410204
ReturnHeader/Filer/PhoneNum04089264646
ReturnHeader/Filer/USAddress/AddressLine1Txt03433 Glamorgan Ct
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095127
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815201483
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Karen A Hahn CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 E Calaveras Blvd Ste 333
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milpitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095035
ReturnHeader/PreparerPersonGrp/PhoneNum04082638888
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen A Hahn CPA
ReturnHeader/ReturnTs02023-11-09T13:25:22-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Calkins
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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