Civic Intelligence

Gerald and Dorothy Erich Endownment Fund

990 • Fiscal year 2020 • EIN 77-0410204

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 19, 2021

Organization ProfileN/A
3433 Glamorgan CtSan Jose, CA 95127

(408) 221-9506

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

9th percentile

-42%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

36th percentile

1.1%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,363,764

Up $14,348 (+1.1%) from 2019

Net Assets

Up

$1,363,764

Up $14,348 (+1.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin9th percentile

Revenue

Up

$69,204

Up $76,067 (+1108%) from 2019

Expenses

Up

$97,977

Up $43,990 (+81%) from 2019

Net Income

Up

-$28,773

Up $32,077 (+53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2020

Assets$1,363,764
Liabilities$0
Net Assets$1,363,764
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$69,204
Expenses$97,977
Net Income-$28,773
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 19, 2021
Return Version
2019v5.1
Gross Receipts
$986,882
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$1,410,267$1,452,477▲ $42,210
Investments Other Securities$1,222,574$1,222,821▲ $247
Cash and Non-Interest-Bearing Accounts$126,842$140,943▲ $14,101
Rtn Earn Endowment Incm Other Fnds$-60,851$-88,713▼ $27,862
Total Assets$1,349,416$1,363,764▲ $14,348
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,349,416$1,363,764▲ $14,348
Total Liabilities and Net Assets / Fund Balance$1,349,416$1,363,764▲ $14,348

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$1,222,821--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Harbinder SikkaPresident
Arpita SikkaPresident-Elect
Marisa OttoBoard Member
Manjeet SinghSecretary
Marianne EzellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$69,204
Other Revenue
$0
Change in Net Assets
$-28,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,977
Grants and Similar Amounts Paid$39,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$39,000--$39,000
Interest$0$34,219$0$34,219
Other Expenses$0$20,908$0$20,908
Fees for Services Accounting$0$3,850$0$3,850
Total Functional Expenses$39,000$58,977$0$97,977
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
4082219506
Address
3433 Glamorgan Ct, San Jose, CA 95127

Signing Officer

Name
Sara Calkins
Title
Treasurer
Phone
4082219506
Signed
2021-07-19
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
5

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 Appendix343 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/ProgSrvcAccomActy2Grp/Desc0Scholarship Given To: 1st Year Scholarships Yi, Katherine - De Anza Community College - $2,000 Nguyen, Victoria - De Anza Community College - $2,000 Huynh, Dolly - De Anza Community College - $2,000 Le, Khoi - De Anza Community College - $2,000 Bui, Huy - De Anza Community College - $2,000 Fregoso, Victor - De Anza Community College - $2,000 Nguyen, Brandon - De Anza Community College - $2,000 Letran, Vivian - De Anza Community College - $2,000 Bui, Halbert - De Anza Community College - $2,000 Reyes, Azusena - San Jose State University - $2,000 Ramirez Murillo, Yomaira - West Valley College -$2,000 San Jose State University - $1,000
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Schoarship Awards
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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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2Other
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc3Other
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc4Other
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc5Other
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc6Other
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board of directors reviews the tax return.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01349416
IRS990/TotalAssetsEOYAmt01363764
IRS990/TotalAssetsGrp/BOYAmt01349416
IRS990/TotalAssetsGrp/EOYAmt01363764
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058977
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039000
IRS990/TotalFunctionalExpensesGrp/TotalAmt097977
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01349416
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01363764
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt039000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt069204
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt069204
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01349416
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01363764
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03433 Glamorgan Ct
IRS990/USAddress/CityNm0San Jose
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095127
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sara Calkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04082219506
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Gerald and Dorothy Erich Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0770410204
ReturnHeader/Filer/PhoneNum04082219506
ReturnHeader/Filer/USAddress/AddressLine1Txt03433 Glamorgan Ct
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095127
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/PreparationDt02021-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen A Hahn CPA
ReturnHeader/ReturnTs02021-07-19T14:41:16-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,363,764
Liabilities
$0
Net assets
$1,363,764
Revenue
$69,204
Expenses
$97,977
Net income
-$28,773
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
2020Detailed filing. Detailed filing data is available for this year.$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