Civic Intelligence

David Bermant Foundation

990PF • Fiscal year 2015 • EIN 20-8918758

Jan 01, 2015 to Dec 31, 2015 • Filed on May 25, 2016

1104 LA Vista RoadSanta Barbara, CA 93110

(212) 972-7555

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

12th percentile

-46%

Higher net margin than 12% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

56th percentile

$52,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

26th percentile

-3.9%

Faster asset growth than 26% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-53%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$3,475,784

Down $140,185 (-3.9%) from 2014

Net Assets

Down

$3,475,784

Down $140,185 (-3.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$302,462

Down $343,375 (-53%) from 2014

Expenses

Down

$442,647

Down $14,983 (-3.3%) from 2014

Net Income

Down

-$140,185

Down $328,392 (-174%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,304,410Liabilities 2010: $0Net Assets 2010: $2,304,4102010Assets 2011: $2,311,727Liabilities 2011: $12011Assets 2012: $2,206,725Liabilities 2012: $12012Assets 2013: $3,427,762Liabilities 2013: $0Net Assets 2013: $3,427,7622013Assets 2014: $3,615,969Liabilities 2014: $0Net Assets 2014: $3,615,9692014Assets 2015: $3,475,784Liabilities 2015: $0Net Assets 2015: $3,475,7842015Assets 2016: $3,294,055Liabilities 2016: $0Net Assets 2016: $3,294,0552016Assets 2017: $3,141,361Liabilities 2017: $0Net Assets 2017: $3,141,3612017Assets 2018: $2,985,898Liabilities 2018: $0Net Assets 2018: $2,985,8982018Assets 2019: $2,878,786Liabilities 2019: $0Net Assets 2019: $2,878,7862019Assets 2020: $6,140,839Liabilities 2020: $2,698Net Assets 2020: $6,138,1412020Assets 2021: $5,823,588Liabilities 2021: $0Net Assets 2021: $5,823,5882021Assets 2022: $5,342,435Liabilities 2022: $0Net Assets 2022: $5,342,4352022Assets 2023: $5,358,485Liabilities 2023: $0Net Assets 2023: $5,358,4852023Assets 2024: $5,503,481Liabilities 2024: $0Net Assets 2024: $5,503,4812024

Highlighted filing

2015

Assets$3,475,784
Liabilities$0
Net Assets$3,475,784

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $297,8282010Revenue 2011: $338,902Expenses 2011: $331,585Net Income 2011: $7,3172011Revenue 2012: $328,915Expenses 2012: $344,413Net Income 2012: -$15,4982012Revenue 2013: $1,612,099Expenses 2013: $391,062Net Income 2013: $1,221,0372013Revenue 2014: $645,837Expenses 2014: $457,630Net Income 2014: $188,2072014Revenue 2015: $302,462Expenses 2015: $442,647Net Income 2015: -$140,1852015Revenue 2016: $285,695Expenses 2016: $467,424Net Income 2016: -$181,7292016Revenue 2017: $280,031Expenses 2017: $432,725Net Income 2017: -$152,6942017Revenue 2018: $233,705Expenses 2018: $389,168Net Income 2018: -$155,4632018Revenue 2019: $239,660Expenses 2019: $346,772Net Income 2019: -$107,1122019Revenue 2020: $5,122,897Expenses 2020: $5,582,744Net Income 2020: -$459,8472020Revenue 2021: $374,888Expenses 2021: $689,441Net Income 2021: -$314,5532021Revenue 2022: $207,302Expenses 2022: $688,455Net Income 2022: -$481,1532022Revenue 2023: $426,828Expenses 2023: $410,767Net Income 2023: $16,0612023Revenue 2024: $527,080Expenses 2024: $382,077Net Income 2024: $145,0032024

Highlighted filing

2015

Revenue$302,462
Expenses$442,647
Net Income-$140,185
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 25, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BESS M ROCHLITZERDirector/President/As ReqPT$52,000-$52,000
SANDRA HOPMANSDirector/Secretary/As RequPT$0--
ANDREW BERMANTDirector/As RequiredPT$0--
VICTORIA VESNADirector/As RequiredPT$0--
JACK COLLISONDirector/As RequiredPT$0--
ROBERT MARGOLIESDirector/Treasurer/As ReqPT$0--
Filing and Contact Details

Filer

Filer Name
David Bermant Foundation
EIN
20-8918758
Phone
2129727555
Address
1104 LA VISTA ROAD, SANTA BARBARA, CA 93110

Signing Officer

Name
Robert Margolies
Title
Director
Phone
2129727555
Signed
2016-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Prager Metis Cpas LLC
Address
675 THIRD AVE 3FL, NEW YORK, NY 10017
Phone
2129727555
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt052000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt052000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0103950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0103950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0283206
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01442
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019126
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019126
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-140185
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0130
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0130
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt019059
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt019059
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt016964
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt089710
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt089710
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0164657
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0337
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0164994
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01479
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01479
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0438913
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02292
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0442647
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019256
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0302462
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0334963
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02292
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0338697
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-140185
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03475784
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03615969
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03475784
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt045999
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt045999
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt045999
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt046169
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0170
IRS990PF/DistributableAmountGrp/TotalTaxAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0170
IRS990PF/FMVAssetsEOYAmt03461546
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03615969
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03475784
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0161619
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt021052
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt021052
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0831102
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0837429
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0823191
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0115250
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01317568
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01203760
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01202318
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt01202318
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01363500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01363950
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01363950
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt055988
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt051035
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt051035
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03615969
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03475784
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03461546
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03615969
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03475784
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03615969
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03475784
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0937437
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0100648
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0835306
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014062
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01483
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt046169
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0923375
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0937437
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt064000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0CHRISTOPHER HOPMANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0TECHNICAL CURATOR OF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01538 ALAMEDA PADRE SERRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd093103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt028.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.53$0.38$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.43$0.41$0.02
2022Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.21$0.69$0.48
2021Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.37$0.69$0.31
2020Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$5.12$5.58$0.46
2019Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.24$0.35$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.23$0.39$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.28$0.43$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.29$0.47$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.30$0.44$0.14
2014Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.65$0.46$0.19
2013Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$1.61$0.39$1.22
2012Summary only. Only limited summary data is available for this year.$2.21$0.00$0.33$0.34$0.02
2011Summary only. Only limited summary data is available for this year.$2.31$0.00$0.34$0.33$0.01
2010Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.30