Civic Intelligence

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

990PF • Fiscal year 2019 • EIN 13-3617553

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

80 Pine Street 32nd FLNew York, NY 10005

(212) 709-4500

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

61st percentile

6.6%

Faster asset growth than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$214,052

Up $13,277 (+6.6%) from 2018

Net Assets

Up

$214,052

Up $13,277 (+6.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$20,977

Down $2,551 (-11%) from 2018

Expenses

Down

$7,700

Down $5,500 (-42%) from 2018

Net Income

Up

$13,277

Up $2,949 (+29%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$214,052
Liabilities$0
Net Assets$214,052

Operations Trend

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

2019

Revenue$20,977
Expenses$7,700
Net Income$13,277
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers

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
80 PINE STREET 32ND FL, NEW YORK, NY 10005

Signing Officer

Name
Bert Mitchell
Title
Trustee/president/treasurer
Phone
2127094500
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Mitchell & Titus Llp
Address
80 PINE STREET 32 FL, NEW YORK, NY 10005
Preparer
Frederick E Davis Jr
Phone
2127094500
Raw XML Appendix341 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BERT MITCHELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN FOUNDATION UWI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KTHS NY ALUMNI ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE NEW YORK STATE SOCIETY OF CPAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0767 THIRD AVENUE SUITE 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 110583
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt214 WALL ST 19TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMBRIA HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111411
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210005
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06700
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02278
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018260
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08978
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BERT MITCHELL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt080 PINE STREET 32ND FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YOKR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010005
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020727
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ADMI. 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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BERT MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE/PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02127094500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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/AddressLine1Txt080 PINE STREET 32ND FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010005
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E48BF5650B02CECFBA51529E5746DFE85798A07F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.204.18.22
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:40:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132781641
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MITCHELL & TITUS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 PINE STREET 32 FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02127094500
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FREDERICK E DAVIS JR
ReturnHeader/ReturnTs02020-11-13T14:48:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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