Civic Intelligence

Bercaw Family Foundation

990PF • Fiscal year 2012 • EIN 06-1649745

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 26, 2013

Organization Profile
3530 W Garry Ave92704
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

20th percentile

-6.4%

Faster asset growth than 20% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$823,464

Down $56,691 (-6.4%) from 2011

Net Assets

Down

$823,464

Down $56,691 (-6.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$165,332

Down $35,900 (-18%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $880,155Liabilities 2011: $0Net Assets 2011: $880,1552011Assets 2012: $823,464Liabilities 2012: $0Net Assets 2012: $823,4642012Assets 2013: $983,668Liabilities 2013: $0Net Assets 2013: $983,6682013Assets 2014: $857,136Liabilities 2014: $0Net Assets 2014: $857,1362014Assets 2015: $910,514Liabilities 2015: $0Net Assets 2015: $910,5142015Assets 2016: $949,211Liabilities 2016: $0Net Assets 2016: $949,2112016Assets 2017: $881,757Liabilities 2017: $0Net Assets 2017: $881,7572017Assets 2018: $1,059,469Liabilities 2018: $0Net Assets 2018: $1,059,4692018Assets 2019: $975,379Liabilities 2019: $0Net Assets 2019: $975,3792019Assets 2020: $1,171,681Liabilities 2020: $0Net Assets 2020: $1,171,6812020Assets 2021: $1,326,151Liabilities 2021: $0Net Assets 2021: $1,326,1512021Assets 2022: $1,384,776Liabilities 2022: $0Net Assets 2022: $1,384,7762022Assets 2023: $1,578,069Liabilities 2023: $0Net Assets 2023: $1,578,0692023Assets 2024: $2,048,249Liabilities 2024: $0Net Assets 2024: $2,048,2492024

Highlighted filing

2012

Assets$823,464
Liabilities$0
Net Assets$823,464
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $201,2322011Expenses 2012: $165,3322012Revenue 2013: $228,795Expenses 2013: $68,591Net Income 2013: $160,2042013Revenue 2014: $7,363Expenses 2014: $133,895Net Income 2014: -$126,5322014Revenue 2015: $96,614Expenses 2015: $43,236Net Income 2015: $53,3782015Revenue 2016: $90,772Expenses 2016: $52,075Net Income 2016: $38,6972016Revenue 2017: -$4,693Expenses 2017: $62,761Net Income 2017: -$67,4542017Revenue 2018: $208,514Expenses 2018: $30,802Net Income 2018: $177,7122018Revenue 2019: -$34,095Expenses 2019: $49,995Net Income 2019: -$84,0902019Revenue 2020: $307,531Expenses 2020: $111,229Net Income 2020: $196,3022020Revenue 2021: $332,833Expenses 2021: $178,363Net Income 2021: $154,4702021Revenue 2022: $233,483Expenses 2022: $174,858Net Income 2022: $58,6252022Revenue 2023: $397,907Expenses 2023: $204,614Net Income 2023: $193,2932023Revenue 2024: $688,834Expenses 2024: $218,654Net Income 2024: $470,1802024

Highlighted filing

2012

Revenue-
Expenses$165,332
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 26, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS BERCAWPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL SUPPORTPUBLICNEWPORT BEACH, CA, US$110,000
Paid Grant-GENERAL SUPPORTPUBLICORANGE, CA, US$35,000
Paid Grant-GENERAL SUPPORTPUBLICCOLORADO SPRINGS, CO, US$15,000
Filing and Contact Details

Filer

EIN
06-1649745
Raw XML Appendix305 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1158842
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2331051
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0150000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1201710
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2334726
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0BIOLARGO, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1INVESTMENTS IN SMITH BARNEY A/C 106794
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2INVESTMENTS IN SMITH BARNEY A/C 106025
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss057510
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj038968
IRS990PF/DistributableAmount/DistributableAmountBeforeDed038968
IRS990PF/DistributableAmount/MinimumInvestmentReturn040434
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01466
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IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0870008
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0820991
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0105425
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0715566
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable012315
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn040434
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0808676
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0820991
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0THOMAS BERCAW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103530 W GARRY AVE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode092704
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.23765
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IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0808676
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10820544
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IRS990PF/QualifyingDistributions/ExpensesAndContributions0160000
IRS990PF/QualifyingDistributions/QualifyingDistributions0160000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10THOMAS BERCAW
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07143840506
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103530 W GARRY AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SANTA ANA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode092704
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
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IRS990PF/SummaryOfDirectCharitableActy/Description10NO DIRECT CHARITABLE ACTIVITIES OTHER THAN CONTRIBUTIONS PAID TO CHARITABLE ORGANIZATIONS. SEE ATTACHED LISTING OF DONEES.
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IRS990PF/SupplementaryInformation/ContributingManager0THOMAS BERCAW
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0FOCUS ON THE FAMILY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1CTR FOR IND FAMILY THERAPY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2ST ANDREW'S PRESBYTERIAN CHUR
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine108605 EXPLORER DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11800 TOWN COUNTRY RD
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions030000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine103530 W GARRY AVENUE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0SANTA ANA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode092704
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0THOMAS LISA BERCAW
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome037
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks037
OtherIncomeSchedule2/OtherIncome/Description0Other Investment Income
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome06876
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks06876
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount04114
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome04114
TaxesSchedule/Taxes/Amount060
TaxesSchedule/Taxes/Amount163
TaxesSchedule/Taxes/Category0OTHER TAXES & REGISTRATION FEES
TaxesSchedule/Taxes/Category1irs
TaxesSchedule/Taxes/NetInvestmentIncome060
TaxesSchedule/Taxes/NetInvestmentIncome163
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0061649745
ReturnHeader/Filer/Name/BusinessNameLine10BERCAW FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0BERC
ReturnHeader/Filer/Phone07143840506
ReturnHeader/Filer/USAddress/AddressLine103530 W GARRY AVE
ReturnHeader/Filer/USAddress/City0SANTA ANA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092704
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-26
ReturnHeader/Officer/Name0THOMAS BERCAW
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HMWC CPAs And Business Advisors
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1017501 East 17th Street Suite 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Tustin
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0927807924
ReturnHeader/Preparer/Name0Jeffrey Hipshman
ReturnHeader/Preparer/Phone07145059000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-26T10:56:03-08:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$823,464
Liabilities
$0
Net assets
$823,464
Revenue
-
Expenses
$165,332
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.69$0.22$0.47
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.40$0.20$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.23$0.17$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.33$0.18$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.31$0.11$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.03$0.05$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.21$0.03$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.00$0.06$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.04$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.01$0.13$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.23$0.07$0.16
2012Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.17
2011Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.20