Bercaw Family Foundation

990PF • Fiscal year 2017 • EIN 06-1649745

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile

3530 W Garry AveSanta Ana, CA 92704

(714) 384-0506

Siviq Scores

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

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

No value available

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

Source year 2017

1437%

Higher net margin than 100% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Higher top officer pay than 54% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

-7.1%

Faster asset growth than 17% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

No value available

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

Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets35th percentile

Assets

Down

$881,757

Down $67,454 (-7.1%) from 2016

Net Assets

Down

$881,757

Down $67,454 (-7.1%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

Down

-$4,693

Down $95,465 (-105%) from 2016

Expenses

$62,761

Up $10,686 (+21%) from 2016

Net Income

Down

-$67,454

Down $106,151 (-274%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

Highlighted filing

2017

Assets$881,757

Liabilities$0

Net Assets$881,757

Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2017

Revenue-$4,693

Expenses$62,761

Net Income-$67,454

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Nov 15, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay54th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
THOMAS BERCAW	President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Bercaw Family Foundation
EIN: 06-1649745
Phone: 7143840506
Address: 3530 W GARRY AVE, SANTA ANA, CA 92704

Signing Officer

Name: Thomas Bercaw
Title: President
Signed: 2018-11-15
Discuss with paid preparer: Yes

Preparer

Firm: HMWC CPAs And Business Advisors
Address: 17501 East 17th Street Suite 100, Tustin, CA 92780-7924
Preparer: Jeffrey Hipshman
Phone: 7145059000

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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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	Capital Gain Dividends
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	58352
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	58352
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IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	149
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	419
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1170025
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1187843
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	THOMAS BERCAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	3095 RED HILL AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	COSTA MESA
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	50000
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	52008
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	58352
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	6344
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	66561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	10736
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	121032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	6344
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	114688
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	77297
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	66561
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	10736
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	52008
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	191985
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	198329
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	THOMAS LISA BERCAW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	3530 W GARRY AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	SANTA ANA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	92704
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	40000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	6100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	438
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	6100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	438
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	127
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	1489
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1489
TaxesSchedule/TaxesDetail/Amt	0	1839
TaxesSchedule/TaxesDetail/Amt	1	25
TaxesSchedule/TaxesDetail/Amt	2	150
TaxesSchedule/TaxesDetail/Amt	3	60
TaxesSchedule/TaxesDetail/Amt	4	6
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt	3	FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt	4	PENALTY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	25
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	60
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	THOMAS BERCAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BERCAW FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	BERC
ReturnHeader/Filer/EIN	0	061649745
ReturnHeader/Filer/PhoneNum	0	7143840506
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3530 W GARRY AVE
ReturnHeader/Filer/USAddress/CityNm	0	SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	952790665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HMWC CPAs And Business Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	17501 East 17th Street Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	927807924
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7145059000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Jeffrey Hipshman
ReturnHeader/ReturnTs	0	2018-11-15T17:07:15-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $881,757
Liabilities: $0
Net assets: $881,757
Revenue: -$4,693
Expenses: $62,761
Net income: -$67,454

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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