Civic Intelligence

Morrie R Yohai Foundation

990PF • Fiscal year 2017 • EIN 13-6195837

Dec 01, 2016 to Nov 30, 2017 • Filed on Oct 11, 2017

Organization Profile
166 Tunnel RoadBerkeley, CA 94705

(516) 487-9259

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

3.2%

Faster asset growth than 54% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

6th percentile

-69%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$356,421

Up $21,527 (+6.4%) from 2015

Net Assets

$356,421

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Down

$14,231

Down $130,291 (-90%) from 2015

Expenses

Down

$5,425

Down $15,816 (-74%) from 2015

Net Income

Down

$8,806

Down $114,475 (-93%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$400K$300K$200K$100K$0Assets 2011: $208,290Liabilities 2011: $02011Assets 2012: $214,101Liabilities 2012: $02012Assets 2013: $204,567Liabilities 2013: $02013Assets 2014: $211,613Liabilities 2014: $02014Assets 2015: $334,894Liabilities 2015: $02015Assets 2017: $356,421Liabilities 2017: $0Net Assets 2017: $356,4212017

Highlighted filing

2017

Assets$356,421
Liabilities$0
Net Assets$356,421
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $5,684Expenses 2011: $10,958Net Income 2011: -$5,2742011Revenue 2012: $10,196Expenses 2012: $4,385Net Income 2012: $5,8112012Revenue 2013: $16,261Expenses 2013: $25,795Net Income 2013: -$9,5342013Revenue 2014: $8,646Expenses 2014: $1,600Net Income 2014: $7,0462014Revenue 2015: $144,522Expenses 2015: $21,241Net Income 2015: $123,2812015Revenue 2017: $14,231Expenses 2017: $5,425Net Income 2017: $8,8062017

Highlighted filing

2017

Revenue$14,231
Expenses$5,425
Net Income$8,806
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Oct 11, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J YOHAIPresident-$0--
MARTIN BERGSTEINVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Morrie R Yohai Foundation
EIN
13-6195837
Phone
5164879259
Address
166 TUNNEL ROAD, BERKELEY, CA 94705

Signing Officer

Name
Robert J Yohai
Title
President
Phone
5164879259
Signed
2017-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Baron Bergstein & Weinberg Pc
Address
450 SEVENTH AVE STE -2906, NEW YORK, NY 10123
Preparer
Lewis Altman
Phone
2122445670
Raw XML Appendix254 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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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1278
TaxesSchedule/TaxesDetail/Amt03892
TaxesSchedule/TaxesDetail/Amt1278
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INVESTMENT TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-11
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133190300
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 SEVENTH AVE STE -2906
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010123
ReturnHeader/PreparerPersonGrp/PhoneNum02122445670
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEWIS ALTMAN
ReturnHeader/ReturnTs02018-10-16T12:59:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$356,421
Liabilities
$0
Net assets
$356,421
Revenue
$14,231
Expenses
$5,425
Net income
$8,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.14$0.05$0.09
2015Summary only. Only limited summary data is available for this year.$3.35$0.00$1.45$0.21$1.23
2014Summary only. Only limited summary data is available for this year.$2.12$0.00$0.09$0.02$0.07
2013Summary only. Only limited summary data is available for this year.$2.05$0.00$0.16$0.26$0.10
2012Summary only. Only limited summary data is available for this year.$2.14$0.00$0.10$0.04$0.06
2011Summary only. Only limited summary data is available for this year.$2.08$0.00$0.06$0.11$0.05