Civic Intelligence

Dat Gtb Charitable Trust

990PF • Fiscal year 2022 • EIN 81-4680928

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

9722 Oak Pass RoadBeverly Hills, CA 90210-1223

(310) 275-2699

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

12th percentile

-54%

Higher net margin than 12% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

47th percentile

-0.8%

Faster asset growth than 47% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-87%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,719,732

Down $14,577 (-0.8%) from 2021

Net Assets

Down

$1,719,732

Down $14,577 (-0.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$27,111

Down $175,250 (-87%) from 2021

Expenses

Down

$41,688

Down $88,675 (-68%) from 2021

Net Income

Down

-$14,577

Down $86,575 (-120%) from 2021

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $1,869,912Liabilities 2017: $0Net Assets 2017: $1,869,9122017Assets 2018: $1,819,094Liabilities 2018: $0Net Assets 2018: $1,819,0942018Assets 2019: $1,762,322Liabilities 2019: $0Net Assets 2019: $1,762,3222019Assets 2020: $1,662,311Liabilities 2020: $0Net Assets 2020: $1,662,3112020Assets 2021: $1,734,309Liabilities 2021: $0Net Assets 2021: $1,734,3092021Assets 2022: $1,719,732Liabilities 2022: $0Net Assets 2022: $1,719,7322022Assets 2023: $1,605,271Liabilities 2023: $0Net Assets 2023: $1,605,2712023Assets 2024: $1,575,094Liabilities 2024: $0Net Assets 2024: $1,575,0942024

Highlighted filing

2022

Assets$1,719,732
Liabilities$0
Net Assets$1,719,732

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2017: $191,431Expenses 2017: $124,141Net Income 2017: $67,2902017Revenue 2018: $68,322Expenses 2018: $119,140Net Income 2018: -$50,8182018Revenue 2019: $42,519Expenses 2019: $99,291Net Income 2019: -$56,7722019Revenue 2020: -$17,473Expenses 2020: $118,375Net Income 2020: -$135,8482020Revenue 2021: $202,361Expenses 2021: $130,363Net Income 2021: $71,9982021Revenue 2022: $27,111Expenses 2022: $41,688Net Income 2022: -$14,5772022Revenue 2023: $51,688Expenses 2023: $189,102Net Income 2023: -$137,4142023Revenue 2024: $93,249Expenses 2024: $123,426Net Income 2024: -$30,1772024

Highlighted filing

2022

Revenue$27,111
Expenses$41,688
Net Income-$14,577
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE GOLDSMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dat Gtb Charitable Trust
EIN
81-4680928
Phone
3102752699
Address
9722 OAK PASS ROAD, BEVERLY HILLS, CA 90210-1223

Signing Officer

Name
Bruce Goldsmith
Title
Trustee
Phone
3102752699
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Pomerantz Kavinoky & Morgan Cpas
Address
6351 OWENSMOUTH AVE SUITE 203, WOODLAND HILLS, CA 91367
Preparer
Martin B Kavinoky
Phone
8187120300
Raw XML Appendix374 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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ReturnHeader/ReturnTs02023-06-29T17:02:48-05:00
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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