Civic Intelligence

Charles P Berolzheimer Foundation Inc.

990PF • Fiscal year 2016 • EIN 13-6066046

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 13, 2016

Organization Profile
31401 Bay View AveFort Bragg, CA 95437

(209) 943-2222

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

16th percentile

-25%

Higher net margin than 16% 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

50th percentile

0.7%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

6th percentile

-73%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$336,326

Up $2,176 (+0.7%) from 2015

Net Assets

$336,326

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin16th percentile

Revenue

Down

$21,085

Down $57,823 (-73%) from 2015

Expenses

Down

$26,314

Down $347,957 (-93%) from 2015

Net Income

Up

-$5,229

Up $290,134 (+98%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$800K$600K$400K$200K$0Assets 2012: $676,726Liabilities 2012: $02012Assets 2013: $651,569Liabilities 2013: $02013Assets 2014: $650,661Liabilities 2014: $12014Assets 2015: $334,150Liabilities 2015: $12015Assets 2016: $336,326Liabilities 2016: $0Net Assets 2016: $336,3262016Assets 2017: $363,842Liabilities 2017: $0Net Assets 2017: $363,8422017Assets 2018: $385,117Liabilities 2018: $0Net Assets 2018: $385,1172018Assets 2019: $363,158Liabilities 2019: $0Net Assets 2019: $363,1582019Assets 2020: $348,191Liabilities 2020: $0Net Assets 2020: $348,1912020Assets 2021: $464,171Liabilities 2021: $0Net Assets 2021: $464,1712021Assets 2022: $370,474Liabilities 2022: $12022Assets 2023: $385,081Liabilities 2023: $0Net Assets 2023: $385,0812023Assets 2024: $430,868Liabilities 2024: $12024Assets 2025: $398,521Liabilities 2025: $0Net Assets 2025: $398,5212025

Highlighted filing

2016

Assets$336,326
Liabilities$0
Net Assets$336,326
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$400K$200K$0-$200K-$400KRevenue 2012: $30,097Expenses 2012: $63,624Net Income 2012: -$33,5272012Revenue 2013: $25,110Expenses 2013: $50,267Net Income 2013: -$25,1572013Revenue 2014: $50,179Expenses 2014: $52,230Net Income 2014: -$2,0512014Revenue 2015: $78,908Expenses 2015: $374,271Net Income 2015: -$295,3632015Revenue 2016: $21,085Expenses 2016: $26,314Net Income 2016: -$5,2292016Revenue 2017: $58,163Expenses 2017: $36,531Net Income 2017: $21,6322017Revenue 2018: $11,835Expenses 2018: $14,723Net Income 2018: -$2,8882018Revenue 2019: $7,312Expenses 2019: $19,672Net Income 2019: -$12,3602019Revenue 2020: -$23,416Expenses 2020: $13,872Net Income 2020: -$37,2882020Revenue 2021: $43,529Expenses 2021: $20,168Net Income 2021: $23,3612021Revenue 2022: $33,570Expenses 2022: $29,632Net Income 2022: $3,9382022Revenue 2023: $5,885Expenses 2023: $27,338Net Income 2023: -$21,4532023Revenue 2024: $34,362Expenses 2024: $39,608Net Income 2024: -$5,2462024Revenue 2025: $29,695Expenses 2025: $62,035Net Income 2025: -$32,3402025

Highlighted filing

2016

Revenue$21,085
Expenses$26,314
Net Income-$5,229
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 13, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael T BerolzheimerPresident-$0--
Carin F BerolzheimerSecretary-$0--
Laura KrautTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL SUPPORTPCCARPENTERIA, CA, US$2,500
Paid Grant-GENERAL SUPPORTPCWELLESEY, MA, US$2,500
Paid Grant-GENERAL SUPPORTPCMENDOCINO, CA, US$2,500
Paid Grant-GENERAL SUPPORTPCMENDOCINO, CA, US$2,500
Filing and Contact Details

Filer

Filer Name
Charles P Berolzheimer Foundation
EIN
13-6066046
Address
31401 BAY VIEW AVE, FORT BRAGG, CA 95437

Signing Officer

Name
Carin F Berolzheimer
Title
Secretary
Signed
2016-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Croce & Company Accntcy Corp
Address
3247 W March Lane Ste 200, Stockton, CA 95219
Preparer
Larry M Solari
Phone
2099432222
Raw XML Appendix317 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/PersonNm0Michael T Berolzheimer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Carin F Berolzheimer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Laura Kraut
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE CATE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1WELLESLEY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2WOODLANDS WILDLIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MENDOCINO LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 5005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1106 CENTRAL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1336
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1094
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARPENTERIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WELLESEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MENDOCINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MENDOCINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295437
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395460
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0332359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011163
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014386
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07396
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06990
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0368446
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0332359
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011163
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019935
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0375436
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0382832
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03100
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03100
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05938
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05938
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt051
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12022
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt051
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12022
TaxesSchedule/TaxesDetail/Amt062
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt062
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carin F Berolzheimer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES P BEROLZHEIMER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0136066046
ReturnHeader/Filer/USAddress/AddressLine1Txt031401 BAY VIEW AVE
ReturnHeader/Filer/USAddress/CityNm0FORT BRAGG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Croce & Company Accntcy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03247 W March Lane Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099432222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry M Solari
ReturnHeader/ReturnTs02016-12-13T09:49:02-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$336,326
Liabilities
$0
Net assets
$336,326
Revenue
$21,085
Expenses
$26,314
Net income
-$5,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.30$0.62$0.32
2024Summary only. Only limited summary data is available for this year.$4.31$0.00$0.34$0.40$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.06$0.27$0.21
2022Summary only. Only limited summary data is available for this year.$3.70$0.00$0.34$0.30$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.00$4.64$0.44$0.20$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.23$0.14$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.07$0.20$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.12$0.15$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.58$0.37$0.22
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.21$0.26$0.05
2015Summary only. Only limited summary data is available for this year.$3.34$0.00$0.79$3.74$2.95
2014Summary only. Only limited summary data is available for this year.$6.51$0.00$0.50$0.52$0.02
2013Summary only. Only limited summary data is available for this year.$6.52$0.00$0.25$0.50$0.25
2012Summary only. Only limited summary data is available for this year.$6.77$0.00$0.30$0.64$0.34
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits