Civic Intelligence

Gerald and Dorothy Erich Endownment Fund

990 • Fiscal year 2016 • EIN 77-0410204

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

Organization ProfileN/A
C/O Sara Calkins 3433 Glamorgan CtSan Jose, CA 95127-2722

(408) 926-4646

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.23x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

96th percentile

70%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

55th percentile

2.6%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,437,643

Up $36,025 (+2.6%) from 2015

Net Assets

Up

$1,423,643

Up $182,025 (+15%) from 2015

Liabilities

Down

$14,000

Down $146,000 (-91%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin96th percentile

Revenue

Down

$60,089

Down $14,511 (-19%) from 2015

Expenses

Down

$18,064

Down $11,568 (-39%) from 2015

Net Income

Down

$42,025

Down $2,943 (-6.5%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$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

2016

Assets$1,437,643
Liabilities$14,000
Net Assets$1,423,643
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$60,089
Expenses$18,064
Net Income$42,025
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$60,089
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
Investments Other Securities$1,070,591$1,099,476▲ $28,885
Cap Stk Tr Prin Current Funds$1,040,851$1,040,851→ $0
Other Notes and Loans Receivable, Net$299,800$299,800→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$299,800$299,800→ $0
Rtn Earn Endowment Incm Other Fnds$44,967$82,992▲ $38,025
Cash and Non-Interest-Bearing Accounts$31,227$38,367▲ $7,140
Total Assets$1,401,618$1,437,643▲ $36,025
Liabilities
Grants Payable$16,000$14,000▼ $2,000
Total Liabilities$16,000$14,000▼ $2,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,385,618$1,423,643▲ $38,025
Total Liabilities and Net Assets / Fund Balance$1,401,618$1,437,643▲ $36,025

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$1,099,476--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Marisa OttaPast President
Robert IzatPresident
Audrey ClarkBoard Member
Sara CalkinsSecretary
Marcela DustrudTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,085
Program Service Revenue
$0
Investment Income
$59,004
Other Revenue
$0
All Other Contributions
$1,085
Change in Net Assets
$42,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,000
Other Expenses$1,064
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,000--$17,000
Other Expenses$1,039$0$0$1,039
Total Functional Expenses$18,064$0$0$18,064
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 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
C/O Sara Calkins 3433 Glamorgan Ct, San Jose, CA 95127-2722

Signing Officer

Name
Sara Calkins
Title
Secretary
Phone
4089264646
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Izat
Formed
1996
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
6

Preparer

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

Additional Explanations

Pt VI, Line 11B

“This organization does not make any of these documents”

Pt VI, Line 11B

“available to the public. Our rotary club members are”

Pt VI, Line 11B

“allowed to view the posted financials for any year through”

Pt VI, Line 11B

“"Website" club Runner”

Raw XML Appendix334 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Scholarship Committee for this Endowment will be monitoring each year the way the grants should be assigned to graduated students from the San Jose East Side Union School District. They will also decide about the quantity of students and the amount of each scholarship to be awarded. So far the amount is $4,000-per student to be disbursed in a $2,000-per year installments to cover tution, books, & supplies. Other criteria are:
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt11.-Elgibility: Scholarships are available to seniors and graduates of Eastside Union School District, Located in San Jose, CA. They must have a GOA of 2.5 or higher and plan to attend a community college, vocational school or trade school after completing High School.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt22.- Selection Critera: All applications will be judged on the following:
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt3A.- Financial Need D.-High School Transcript
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt4B.- Teacher Recommendations (2) E.-Good Social Security Number
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt5C.-Extra Curricular Activities F.- Scholarship Committee Recommendation to the Erich Endowment FD Board Of Directors
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt63.-Scholarships checks will be send directly to the school of their choice. If the student decides not to attend schools or drops out, the school must refund any unused portion of the scholarship funds to the scholarship board. All these steps should be done before our fiscal year end on June 30.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1available to the public. Our rotary club members are
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3"Website" club Runner
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IRS990/TotalAssetsGrp/BOYAmt01401618
IRS990/TotalAssetsGrp/EOYAmt01437643
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01085
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018064
IRS990/TotalFunctionalExpensesGrp/TotalAmt018064
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016000
IRS990/TotalLiabilitiesEOYAmt014000
IRS990/TotalLiabilitiesGrp/BOYAmt016000
IRS990/TotalLiabilitiesGrp/EOYAmt014000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01385618
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01423643
IRS990/TotalProgramServiceExpensesAmt018064
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059004
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt060089
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01401618
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01437643
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0287 Keeler Ct
IRS990/USAddress/CityNm0San Jose
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095139
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA CALKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04089264646
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Gerald and Dorothy Erich Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0770410204
ReturnHeader/Filer/PhoneNum04089264646
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O Sara Calkins 3433 Glamorgan Ct
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0951272722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Karen A Hahn CPA CVA
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/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN HAHN CPA CVA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T13:26:38-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,437,643
Liabilities
$14,000
Net assets
$1,423,643
Revenue
$60,089
Expenses
$18,064
Net income
$42,025
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