Civic Intelligence

Obernier Family Foundation Co Danny W Stanton CPA

990PF • Fiscal year 2020 • EIN 06-6462350

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 08, 2021

Organization Profile
1025 Westchester Avenue No 301White Plains, NY 10604

(203) 966-1474

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2020 filings • NTEE T20Z • <$500k nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

0.00x

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

2020 filings • NTEE T20Z • <$500k nonprofits • Source year 2020

Net Margin

47th percentile

-21%

Higher net margin than 47% of similar nonprofits.

2020 filings • NTEE T20Z • <$500k nonprofits • Source year 2020

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2020 filings • NTEE T20Z • <$500k nonprofits • Source year 2020

Asset Growth

35th percentile

-9.0%

Faster asset growth than 35% of similar nonprofits.

2020 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

87%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$19,944

Down $1,964 (-9.0%) from 2019

Net Assets

Down

$19,944

Down $1,964 (-9.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin47th percentile

Revenue

Up

$9,398

Up $4,367 (+87%) from 2019

Expenses

Up

$11,362

Up $3,420 (+43%) from 2019

Net Income

Up

-$1,964

Up $947 (+33%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$80K$60K$40K$20K$0Assets 2010: $76,090Liabilities 2010: $0Net Assets 2010: $76,0902010Assets 2011: $78,763Liabilities 2011: $0Net Assets 2011: $78,7632011Assets 2012: $60,314Liabilities 2012: $12012Assets 2013: $48,982Liabilities 2013: $0Net Assets 2013: $48,9822013Assets 2014: $37,566Liabilities 2014: $367Net Assets 2014: $37,1992014Assets 2015: $34,011Liabilities 2015: $0Net Assets 2015: $34,0112015Assets 2016: $32,104Liabilities 2016: $0Net Assets 2016: $32,1042016Assets 2017: $29,444Liabilities 2017: $0Net Assets 2017: $29,4442017Assets 2018: $24,819Liabilities 2018: $0Net Assets 2018: $24,8192018Assets 2019: $21,908Liabilities 2019: $0Net Assets 2019: $21,9082019Assets 2020: $19,944Liabilities 2020: $0Net Assets 2020: $19,9442020Assets 2021: $20,330Liabilities 2021: $0Net Assets 2021: $20,3302021Assets 2022: $12,520Liabilities 2022: $0Net Assets 2022: $12,5202022Assets 2023: $23,746Liabilities 2023: $0Net Assets 2023: $23,7462023Assets 2024: $25,761Liabilities 2024: $0Net Assets 2024: $25,7612024

Highlighted filing

2020

Assets$19,944
Liabilities$0
Net Assets$19,944
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$20K$10K$0-$10K-$20KExpenses 2010: $5,9542010Expenses 2011: $12,7202011Revenue 2012: $1,551Expenses 2012: $19,989Net Income 2012: -$18,4382012Revenue 2013: $1,764Expenses 2013: $13,107Net Income 2013: -$11,3432013Revenue 2014: $2,923Expenses 2014: $14,690Net Income 2014: -$11,7672014Revenue 2015: $10,982Expenses 2015: $14,170Net Income 2015: -$3,1882015Revenue 2016: $4,982Expenses 2016: $6,889Net Income 2016: -$1,9072016Revenue 2017: $2,536Expenses 2017: $5,196Net Income 2017: -$2,6602017Revenue 2018: $4,773Expenses 2018: $9,398Net Income 2018: -$4,6252018Revenue 2019: $5,031Expenses 2019: $7,942Net Income 2019: -$2,9112019Revenue 2020: $9,398Expenses 2020: $11,362Net Income 2020: -$1,9642020Revenue 2021: $514Expenses 2021: $128Net Income 2021: $3862021Revenue 2022: $539Expenses 2022: $183Net Income 2022: $3562022Revenue 2023: $11,231Expenses 2023: $5Net Income 2023: $11,2262023Revenue 2024: $2,105Expenses 2024: $175Net Income 2024: $1,9302024

Highlighted filing

2020

Revenue$9,398
Expenses$11,362
Net Income-$1,964
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT OBERNIERTrustee-$0--
ROSEMARIE OBERNIERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Obernier Family Foundation
EIN
06-6462350
Phone
2039661474
Address
1025 WESTCHESTER AVENUE NO 301, WHITE PLAINS, NY 10604

Signing Officer

Name
Robert Obernier
Title
Trustee
Phone
2039661474
Signed
2021-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Ptf Services LLC
Address
1025 WESTCHESTER AVE SUITE 301, WHITE PLAINS, NY 10604
Preparer
Daniel Roughan CPA
Phone
9142866900
Raw XML Appendix295 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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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02052
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT OBERNIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROSEMARIE OBERNIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0110 INVERNESS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1110 INVERNESS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BLUFFTON
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07508
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06137
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013874
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013874
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037460
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07508
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08350
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04465
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06137
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt051334
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040334
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UBS MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
TaxesSchedule/TaxesDetail/Amt0178
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT OBERNIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02039661474
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OBERNIER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OBER
ReturnHeader/Filer/EIN0066462350
ReturnHeader/Filer/PhoneNum02039661474
ReturnHeader/Filer/USAddress/AddressLine1Txt01025 WESTCHESTER AVENUE NO 301
ReturnHeader/Filer/USAddress/CityNm0WHITE PLAINS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844035400
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PTF SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01025 WESTCHESTER AVE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE PLAINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010604
ReturnHeader/PreparerPersonGrp/PhoneNum09142866900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL ROUGHAN CPA
ReturnHeader/ReturnTs02021-12-08T09:35:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OBERNIER
ReturnHeader/TaxPeriodBeginDt02020-01-01
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
$19,944
Liabilities
$0
Net assets
$19,944
Revenue
$9,398
Expenses
$11,362
Net income
-$1,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$2.11$0.18$1.93
2023Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$11.2$0.01$11.2
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.54$0.18$0.36
2021Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$0.51$0.13$0.39
2020Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$9.40$11.4$1.96
2019Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$5.03$7.94$2.91
2018Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$4.77$9.40$4.63
2017Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$2.54$5.20$2.66
2016Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$4.98$6.89$1.91
2015Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$11.0$14.2$3.19
2014Detailed filing. Detailed filing data is available for this year.$37.6$0.37$37.2$2.92$14.7$11.8
2013Detailed filing. Detailed filing data is available for this year.$49.0$0.00$49.0$1.76$13.1$11.3
2012Summary only. Only limited summary data is available for this year.$60.3$0.00$1.55$20.0$18.4
2011Detailed filing. Detailed filing data is available for this year.$78.8$0.00$78.8$12.7
2010Detailed filing. Detailed filing data is available for this year.$76.1$0.00$76.1$5.95