Civic Intelligence

Bert Mitchell Family Foundation C/O Bert Mitchell of Mitchell & Titus

990PF • Fiscal year 2016 • EIN 13-3617553

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
ONE BATTERY PARK PLAZA No 27 FLNew York, NY 10004

(212) 709-4500

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-4860%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.2%

Faster asset growth than 33% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

-2.3%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$183,050

Down $12,150 (-6.2%) from 2015

Net Assets

Down

$183,050

Down $12,150 (-6.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$250

Down $6 (-2.3%) from 2015

Expenses

Up

$12,400

Up $2,038 (+20%) from 2015

Net Income

Down

-$12,150

Down $2,044 (-20%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$300K$200K$100K$0Assets 2011: $250,761Liabilities 2011: $02011Assets 2012: $238,578Liabilities 2012: $0Net Assets 2012: $238,5782012Assets 2013: $220,606Liabilities 2013: $0Net Assets 2013: $220,6062013Assets 2014: $205,306Liabilities 2014: $02014Assets 2015: $195,200Liabilities 2015: $0Net Assets 2015: $195,2002015Assets 2016: $183,050Liabilities 2016: $0Net Assets 2016: $183,0502016Assets 2017: $190,447Liabilities 2017: $0Net Assets 2017: $190,4472017Assets 2018: $200,775Liabilities 2018: $0Net Assets 2018: $200,7752018Assets 2019: $214,052Liabilities 2019: $0Net Assets 2019: $214,0522019Assets 2020: $210,105Liabilities 2020: $0Net Assets 2020: $210,1052020Assets 2021: $217,777Liabilities 2021: $0Net Assets 2021: $217,7772021Assets 2022: $215,043Liabilities 2022: $0Net Assets 2022: $215,0432022Assets 2023: $203,332Liabilities 2023: $0Net Assets 2023: $203,3322023Assets 2024: $216,405Liabilities 2024: $0Net Assets 2024: $216,4052024

Highlighted filing

2016

Assets$183,050
Liabilities$0
Net Assets$183,050
Open 2016 Filing

Operations Trend

Revenue Growth45th percentile

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

$100K$50K$0-$50KRevenue 2011: $258Expenses 2011: $10,953Net Income 2011: -$10,6952011Expenses 2012: $12,5502012Revenue 2013: $256Expenses 2013: $18,228Net Income 2013: -$17,9722013Revenue 2014: $505Expenses 2014: $15,805Net Income 2014: -$15,3002014Revenue 2015: $256Expenses 2015: $10,362Net Income 2015: -$10,1062015Revenue 2016: $250Expenses 2016: $12,400Net Income 2016: -$12,1502016Revenue 2017: $28,852Expenses 2017: $21,455Net Income 2017: $7,3972017Revenue 2018: $23,528Expenses 2018: $13,200Net Income 2018: $10,3282018Revenue 2019: $20,977Expenses 2019: $7,700Net Income 2019: $13,2772019Revenue 2020: $0Expenses 2020: $3,947Net Income 2020: -$3,9472020Revenue 2021: $54,195Expenses 2021: $46,523Net Income 2021: $7,6722021Revenue 2022: $43,516Expenses 2022: $46,250Net Income 2022: -$2,7342022Revenue 2023: $44,189Expenses 2023: $55,900Net Income 2023: -$11,7112023Revenue 2024: $68,952Expenses 2024: $55,879Net Income 2024: $13,0732024

Highlighted filing

2016

Revenue$250
Expenses$12,400
Net Income-$12,150
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERT MITCHELLTrustee/President/Treasure-$0--
CAROLE MITCHELLTrustee/Secretary-$0--
ROBBIN MITCHELLTrustee-$0--
RONALD MITCHELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bert Mitchell Family Foundation
EIN
13-3617553
Phone
2127094500
Address
ONE BATTERY PARK PLAZA No 27 FL, NEW YORK, NY 10004

Signing Officer

Name
Bert Mitchell
Title
Trustee/president/treasurer
Phone
2127094500
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Mitchell & Titus LLP
Address
One Battery Park Plaza, New York, NY 10004
Preparer
Frederick E Davis Jr
Phone
2127094500
Raw XML Appendix343 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BERT MITCHELL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBBIN MITCHELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RONALD MITCHELL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3271 AVENUE C
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2KTHS NY ALUMNI ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE CHILDREN'S CANCER AND BLOOD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE MIQUON SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt117 LEXINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 110583
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3333 EAST 38TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42025 HARTS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110010
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419428
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01756
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01756
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04033
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0NYS DEPT. OF LAW
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BERT MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE/PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02127094500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERT MITCHELL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BERT MITCHELL OF MITCHELL & TITUS
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0133617553
ReturnHeader/Filer/PhoneNum02127094500
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE BATTERY PARK PLAZA No 27 FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010004
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05E903ABD483E273E581263D890A426F482199C25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0144.121.106.186
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:17:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132781641
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mitchell & Titus LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Battery Park Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010004
ReturnHeader/PreparerPersonGrp/PhoneNum02127094500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frederick E Davis Jr
ReturnHeader/ReturnTs02017-11-15T11:18:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$183,050
Liabilities
$0
Net assets
$183,050
Revenue
$250
Expenses
$12,400
Net income
-$12,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.69$0.56$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.44$0.56$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.44$0.46$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.54$0.47$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.00$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.21$0.08$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.24$0.13$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.29$0.21$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.00$0.12$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.00$0.10$0.10
2014Summary only. Only limited summary data is available for this year.$2.05$0.00$0.01$0.16$0.15
2013Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.00$0.18$0.18
2012Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.13
2011Summary only. Only limited summary data is available for this year.$2.51$0.00$0.00$0.11$0.11