Civic Intelligence

David Bermant Foundation

990PF • Fiscal year 2016 • EIN 20-8918758

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 09, 2017

Organization Profile
1104 LA Vista RoadSanta Barbara, CA 93110

(212) 643-0099

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-64%

Higher net margin than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

59th percentile

$60,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

20th percentile

-5.2%

Faster asset growth than 20% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-5.5%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,294,055

Down $181,729 (-5.2%) from 2015

Net Assets

Down

$3,294,055

Down $181,729 (-5.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Down

$285,695

Down $16,767 (-5.5%) from 2015

Expenses

Up

$467,424

Up $24,777 (+5.6%) from 2015

Net Income

Down

-$181,729

Down $41,544 (-30%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

2016

Assets$3,294,055
Liabilities$0
Net Assets$3,294,055
Open 2016 Filing

Operations Trend

Revenue Growth33rd percentile

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

2016

Revenue$285,695
Expenses$467,424
Net Income-$181,729
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BESS M ROCHLITZERDirector/President/As ReqPT$60,000-$60,000
SANDRA HOPMANSDirector/Secretary/As RequPT$0--
ANDREW BERMANTDirector/As RequiredPT$0--
VICTORIA VESNADirector/As RequiredPT$0--
JACK COLLISONDirector/As RequiredPT$0--
ROBERT MARGOLIESOfficer/Treasurer/As ReqPT$0--
Filing and Contact Details

Filer

Filer Name
David Bermant Foundation
EIN
20-8918758
Phone
2126430099
Address
1104 LA VISTA ROAD, SANTA BARBARA, CA 93110

Signing Officer

Name
Robert Margolies
Title
Officer
Phone
2126430099
Signed
2017-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Prager Metis Cpas LLC
Address
14 PENN PLAZA SUITE 1800, NEW YORK, NY 10122
Phone
2126430099
Raw XML AppendixShowing 400 of 926 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt30
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt40
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-1964
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1832
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-2566
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-151
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt49
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0108540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1153701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4108535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt555830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6108917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0101690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1161330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4101814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt553253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6105943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PIMCO TOTAL RETURN FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1JP MORGAN TR II CORE BD FD CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2WELL FARGO ADVANTAGE FDS CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3PIMCO SHORT TERM FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4PIMCO LOW DURATION FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5LORD ABBETT SHORT DURATION INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PRUDENTIAL TOTAL RETURN BOND FUND
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015483
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-3840
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt095
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt064
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt011802
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011802
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07262
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01816
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09078
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0104000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0104000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0273893
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04014
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015483
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015483
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-181729
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0299756
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt025680
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt025680
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-3840
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013616
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt094200
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt094200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0166364
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0210
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0166574
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03613
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03613
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0265
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0265
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0461384
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0467424
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015642
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0285695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0357384
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0363424
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-181729
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03294055
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03475784
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03294055
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038113
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038113
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038113
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038249
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0136
IRS990PF/DistributableAmountGrp/TotalTaxAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0136
IRS990PF/FMVAssetsEOYAmt03282562
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03475784
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03294055
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021052
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt076230
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt076230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0837429
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0535523
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0524030

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Filings

Displayed year

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

Open filing
Assets
$3,294,055
Liabilities
$0
Net assets
$3,294,055
Revenue
$285,695
Expenses
$467,424
Net income
-$181,729
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