Civic Intelligence

Gerrit and Amy Cole Foundation

990PF • Fiscal year 2020 • EIN 85-0612436

Mar 11, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
500 Newport Center Drive 700Newport Beach, CA 92660

(949) 945-2752

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

57th percentile

9.2%

Higher net margin than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

$4,960

No earlier filing loaded for comparison.

Net Assets

$4,960

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin57th percentile

Revenue

$53,718

No earlier filing loaded for comparison.

Expenses

$48,758

No earlier filing loaded for comparison.

Net Income

$4,960

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2020: $4,960Liabilities 2020: $0Net Assets 2020: $4,9602020Assets 2021: $1,074,208Liabilities 2021: $1Net Assets 2021: $1,074,2082021Assets 2022: $1,425,789Liabilities 2022: $1Net Assets 2022: $1,425,7892022Assets 2023: $1,985,330Liabilities 2023: $1Net Assets 2023: $1,985,3302023Assets 2024: $2,498,023Liabilities 2024: $0Net Assets 2024: $2,498,0232024

Highlighted filing

2020

Assets$4,960
Liabilities$0
Net Assets$4,960
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$0Revenue 2020: $53,718Expenses 2020: $48,758Net Income 2020: $4,9602020Revenue 2021: $1,091,119Expenses 2021: $21,871Net Income 2021: $1,069,2482021Revenue 2022: $439,803Expenses 2022: $88,222Net Income 2022: $351,5812022Revenue 2023: $681,311Expenses 2023: $136,770Net Income 2023: $544,5412023Revenue 2024: $666,805Expenses 2024: $154,112Net Income 2024: $512,6932024

Highlighted filing

2020

Revenue$53,718
Expenses$48,758
Net Income$4,960
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Mar 11, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy ColeDir, Pres-$0--
Gerrit ColeCFO, Director-$0--
Heather HargroveSec-$0--
Alexander StimpsonDir, VP-$0--
Filing and Contact Details

Filer

Filer Name
The Gerrit and Amy Cole Foundation
EIN
85-0612436
In Care Of
% THE GERRIT & AMY COLE FDN
Phone
9499452752
Address
500 Newport Center Drive 700, Newport Beach, CA 92660

Signing Officer

Name
amy cole
Title
president
Phone
8008391754
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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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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LiquidationExplanationStmt/ExplanationTxt0As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: Typically, a finding of a substantial contraction of assets is made by reference to the fair market value of a foundation's net assets on the first day of its calendar year. However, the taxable year ending December 31, 2020 was the year in which the Foundation received its initial endowment and the finding of a substantial contraction in this case was made by reference to the fair market value of the Foundation's assets on the date that it received its initial endowment. Accordingly, the degree of contraction of the Foundation's net assets may have been exaggerated. During the taxable year ending December 31, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $20,000. This amount represents 25% or more of the Foundation's net assets of $5,100 (as measured by fair market value) on the day that the Foundation received its initial endowment in the Foundation's taxable year ending December 31, 2020. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03327
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02450
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt111830
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LOGO DEVELOPMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Website Development
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02450
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt111830
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Cole Amy
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Cole Gerrit
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt038 Dairy Road
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt138 Dairy Road
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Greenwich
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Greenwich
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd006830
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd106830
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0amy cole
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/DisasterReliefTxt0new york-hurricane ida
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Gerrit and Amy Cole Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GERR
ReturnHeader/Filer/EIN0850612436
ReturnHeader/Filer/InCareOfNm0% THE GERRIT & AMY COLE FDN
ReturnHeader/Filer/PhoneNum09499452752
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 Newport Center Drive 700
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02021-11-16T11:51:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0amy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0cole
ReturnHeader/TaxPeriodBeginDt02020-03-11
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,960
Liabilities
$0
Net assets
$4,960
Revenue
$53,718
Expenses
$48,758
Net income
$4,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.67$0.15$0.51
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.68$0.14$0.54
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.44$0.09$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.09$0.02$1.07
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$0.05$0.00