Gamaliel Foundation FY2021 filing

Tax-deductible

Chicago, IL501(c)(3)EIN 36-2657863Revenue $1.4M in FY2021

On file with the IRSgamaliel.org5416 S Cornell Ave, 60615-5604 · Chicago, ILTax-exempt since Mar 1971Publicly supported charity — 170(b)(1)(A)(vi)

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To assist communities through leadership training and counseling in developing organizations to address resolve common social causes

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$116K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $107K a year · 8% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$116K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
13 mo
of spending, in cash
Looks good: 13.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $166K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$908K
49% of total assets
Looks good: liabilities are 49% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.4M
-4% vs prior year
Spent
$943K
To programs
78%
Net assets
$940K
By yearFY2020–FY2024
Revenue
$1.4M
FY2021▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.5M
FY2021$1.4M
FY2022$1.6M
FY2023$657K
FY2024$1.7M
Expenses
$943K
FY2021▼ -2%
Tap a bar for its year
Expenses by fiscal year
FY2020$958K
FY2021$943K
FY2022$1.5M
FY2023$1.1M
FY2024$1.9M
Net assets
$940K
FY2021▲ +100%
Tap a bar for its year
Net assets by fiscal year
FY2020$471K
FY2021$940K
FY2022$1.1M
FY2023$679K
FY2024$485K

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1971.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $737K Management & general 15% · $142K Fundraising 7% · $63K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $116K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$115,950Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Memeber
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Ana Garcia-Ashley$140,616$121,747$121,747——
Ana Garcia Ashley———$115,950$110,429

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Trains leaders and counsels communities to build organizations that tackle social issues.

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Provided by the organization

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2 programs · $737K · in their own filed words · FY2021
01

Assist communities through leadership training and consulting and in developing organizations to address & resolve common social causes. Gamaliel foundation provides ongoing consultations to community organizations including visits, meetings and and participation in the development and implementation of the strategic planning process of…

$619Kprogram expense
02

Put on training programs to assist communities in developing organizations to address society's problems, find solutions and become active in implementing those solutions. Four national training events were held online through zoom and were attended by approximately 275 participants.

$119Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$166K
Grants paid · 59 grants · $1.2M · 2020–2024
Wisdom INCWI · FY2024$67,500
More 2MO · FY2024$48,750
MosesMI · FY2024$31,750
McUMO · FY2024$23,750
CalebTN · FY2024$23,750
Bridge Maryland INCMD · FY2024$19,200
Asamblea De Derechos CivilFY2024$16,000
Action Youngstown OhioOH · FY2024$10,500
See all 59 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.4M
Ln 12
Gifts and grantsLn 1h$1.1M
Fees for servicesLn 2g$270K
Other incomeLn 4–11$656
Money outPt IX
$943K
Ln 25
Programscol B$737K
Managementcol C$142K
Fundraisingcol D$63K
Owns and owesPt X
$940K
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$1.8M
LiabilitiesLn 26$908K
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Fees for servicesLn 2g$270K
Investment incomeLn 3$320
Other incomeLn 4–11$656
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$1.1M
Cash and savings togetherLn 1–2$1.1M
Other assetsLn 15$2K
Total assetsLn 16$1.8M
LiabilitiesLn 26$908K
Net assetsLn 32$940K
OperationsPt I, VI
EmployeesI 510
VolunteersI 6150
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$668K$1.1M
Total assetsLn 16$1.2M$1.8M
LiabilitiesLn 26$719K$908K
Net assetsLn 32$471K$940K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$204K$204K
Pay of current officers, directors and key staffLn 5$116K$88K$17K$12K
Other salaries and wagesLn 7$355K$268K$51K$36K
Pension plan contributionsLn 8$19K$13K$4K$2K
Other employee benefitsLn 9$34K$21K$6K$7K
Payroll taxesLn 10$43K$30K$9K$4K
Accounting feesLn 11c$9K$9K
Office expensesLn 13$11K$3K$8K
Information technologyLn 14$51K$47K$3K
OccupancyLn 16$8K$3K$5K
TravelLn 17$5K$5K
Conferences, conventions and meetingsLn 19$2K$2K
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$80K$55K$24K$928
Total functional expensesLn 25$943K$737K$142K$63K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.7M$1.9M−$194K$485K 990 PDF
FY2023 $657K$1.1M−$394K$679K 990 PDF
FY2022 $1.6M$1.5M$134K$1.1M 990 PDF
FY2021 Viewing $1.4M$943K$469K$940K 990 PDF
FY2020 $1.5M$958K$519K$471K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $1,411,317 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,312,315$1,139,882
I-9 Program service revenuePrior year $164,067$270,459
I-10 Investment incomePrior year $292$320
I-11 Other revenue$656
I-12 Total revenuePrior year $1,476,674$1,411,317
I-13 Grants and similar amounts paidPrior year $202,500$204,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $528,750$567,513
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $226,449$171,090
I-18 Total expensesPrior year $957,699$942,603
I-19 Revenue less expensesPrior year $518,975$468,714
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,411,317 across 7 lines filed
VIII-1f All other contributions, gifts and grants$1,139,882
VIII-1h Total contributions, gifts and grants$1,139,882
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $270,459$270,459
VIII-3 Investment incomeExcluded from tax $320$320
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $656$656
VIII-12 Total revenueRelated to mission $271,115 · Excluded from tax $320$1,411,317
Part IX · Statement of functional expenses $942,603 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $204,000$204,000
IX-5 Pay of current officers, directors and key staffPrograms $87,542 · Management $16,581 · Fundraising $11,827$115,950
IX-7 Other salaries and wagesPrograms $267,839 · Management $50,674 · Fundraising $36,408$354,921
IX-8 Pension plan contributionsPrograms $12,757 · Management $3,896 · Fundraising $2,412$19,065
IX-9 Other employee benefitsPrograms $21,114 · Management $6,075 · Fundraising $7,256$34,445
IX-10 Payroll taxesPrograms $29,738 · Management $9,209 · Fundraising $4,185$43,132
IX-11c Accounting feesManagement $9,450$9,450
IX-13 Office expensesPrograms $3,239 · Management $7,824$11,063
IX-14 Information technologyPrograms $47,312 · Management $3,390$50,702
IX-16 OccupancyPrograms $3,431 · Management $4,580$8,011
IX-17 TravelPrograms $5,016$5,016
IX-19 Conferences, conventions and meetingsManagement $2,097$2,097
IX-23 InsuranceManagement $4,665$4,665
IX-24 Other expenses (24a–d)Programs $55,329 · Management $23,829 · Fundraising $928$80,086
IX-25 Total functional expensesPrograms $737,317 · Management $142,270 · Fundraising $63,016$942,603
Part X · Balance sheet $1,847,605 assets, 12 lines filed
Asset lines not itemized here account for $50,000; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $668,423$1,052,775
X-3 Pledges and grants receivableStart of year $500,000$700,000
X-4 Accounts receivableStart of year $8,874$3,672
X-9 Prepaid expenses and deferred chargesStart of year $1,986$39,658
X-15 Other assetsStart of year $1,500$1,500
X-16 Total assetsStart of year $1,189,783$1,847,605
X-17 Accounts payable and accrued expensesStart of year $32,123$37,898
X-19 Deferred revenueStart of year $686,667$870,000
X-26 Total liabilitiesStart of year $718,790$907,898
X-27 Net assets without donor restrictionsStart of year $470,993$939,707
X-32 Total net assets or fund balancesStart of year $470,993$939,707
X-33 Total liabilities and net assetsStart of year $1,189,783$1,847,605
Part XI · Reconciliation of net assets $939,707 net assets at year end
XI-1 Total revenue$1,411,317
XI-2 Total expenses$942,603
XI-3 Revenue less expenses$468,714
XI-4 Net assets at start of year$470,993
XI-10 Net assets at end of year$939,707

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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