Civic Intelligence

The Philip and Muriel Berman Foundation

990PF • Fiscal year 2015 • EIN 23-6270983

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 20, 2016

Organization Profile
PO Box 48558Los Angeles, CA 90048

(323) 932-0655

Siviq Scores

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

Liabilities / Assets

26th percentile

0.02x

Higher debt load relative to assets than 26% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

50th percentile

0.27x

Higher debt load relative to revenue than 50% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

23rd percentile

$100,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

12th percentile

-6.5%

Faster asset growth than 12% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

6.3%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$39,283,127

Down $2,728,852 (-6.5%) from 2014

Net Assets

Down

$38,623,106

Down $2,974,047 (-7.1%) from 2014

Liabilities

Up

$660,021

Up $245,195 (+59%) from 2014

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin66th percentile

Revenue

Up

$2,476,914

Up $145,855 (+6.3%) from 2014

Expenses

Up

$2,172,162

Up $151,938 (+7.5%) from 2014

Net Income

Down

$304,752

Down $6,083 (-2.0%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$60M$40M$20M$0Assets 2011: $35,235,189Liabilities 2011: $1,658Net Assets 2011: $35,233,5312011Assets 2012: $38,079,689Liabilities 2012: $5,010Net Assets 2012: $38,074,6792012Assets 2013: $37,210,345Liabilities 2013: $1,825Net Assets 2013: $37,208,5202013Assets 2014: $42,011,979Liabilities 2014: $414,826Net Assets 2014: $41,597,1532014Assets 2015: $39,283,127Liabilities 2015: $660,021Net Assets 2015: $38,623,1062015Assets 2016: $41,131,191Liabilities 2016: $282,918Net Assets 2016: $40,848,2732016Assets 2017: $40,015,777Liabilities 2017: $268,217Net Assets 2017: $39,747,5602017Assets 2018: $37,375,572Liabilities 2018: $1,076,250Net Assets 2018: $36,299,3222018Assets 2019: $39,910,478Liabilities 2019: $1,076,250Net Assets 2019: $38,834,2282019Assets 2020: $44,356,309Liabilities 2020: $392,000Net Assets 2020: $43,964,3092020Assets 2021: $48,040,996Liabilities 2021: $397,000Net Assets 2021: $47,643,9962021Assets 2022: $38,919,625Liabilities 2022: $397,000Net Assets 2022: $38,522,6252022Assets 2023: $41,252,081Liabilities 2023: $397,000Net Assets 2023: $40,855,0812023Assets 2024: $45,014,351Liabilities 2024: $0Net Assets 2024: $45,014,3512024

Highlighted filing

2015

Assets$39,283,127
Liabilities$660,021
Net Assets$38,623,106
Open 2015 Filing

Operations Trend

Revenue Growth60th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $898,8042011Expenses 2012: $1,475,9042012Expenses 2013: $1,622,5732013Revenue 2014: $2,331,059Expenses 2014: $2,020,224Net Income 2014: $310,8352014Revenue 2015: $2,476,914Expenses 2015: $2,172,162Net Income 2015: $304,7522015Revenue 2016: $1,475,701Expenses 2016: $993,093Net Income 2016: $482,6082016Revenue 2017: $1,306,055Expenses 2017: $2,980,905Net Income 2017: -$1,674,8502017Revenue 2018: $1,830,793Expenses 2018: $2,556,046Net Income 2018: -$725,2532018Revenue 2019: $1,451,578Expenses 2019: $3,199,293Net Income 2019: -$1,747,7152019Revenue 2020: $2,656,085Expenses 2020: $1,523,254Net Income 2020: $1,132,8312020Revenue 2021: $2,585,999Expenses 2021: $1,940,235Net Income 2021: $645,7642021Revenue 2022: $1,020,784Expenses 2022: $3,328,834Net Income 2022: -$2,308,0502022Revenue 2023: $362,003Expenses 2023: $2,103,225Net Income 2023: -$1,741,2222023Revenue 2024: $1,994,952Expenses 2024: $1,579,797Net Income 2024: $415,1552024

Highlighted filing

2015

Revenue$2,476,914
Expenses$2,172,162
Net Income$304,752
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 20, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY M BERMANPresident/EdPT$100,000-$100,000
ALAN J BLOCHVP/TreasurerFT$80,000-$80,000
ISAAC W BLOCHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Philip and Muriel Berman Foundation
EIN
23-6270983
Phone
3239320655
Address
PO BOX 48558, LOS ANGELES, CA 90048

Signing Officer

Name
Nancy Berman Bloch
Title
Officer
Phone
3239320655
Signed
2016-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
10990 WILSHIRE BLVD 16TH FLOOR, LOS ANGELES, CA 90024-3929
Preparer
Lauren a Haverlock
Phone
3108731600
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII, LINE 12
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION FUNDED A DONOR ADVISED FUND THROUGH THE VANCOUVER FOUNDATION. THE GRANT AMOUNT $78,300 WAS USED TO FUND A GARDEN COORDINATOR AND OTHER OPERATING EXPENSES. THE ENTIRE GRANT IS TREATED AS A QUALIFYING DISTRIBUTION.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01963 SHARES OF ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1413 SHARES OF AMERICAN ELECTRIC POWER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21500 SHARES OF APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32100 SHARES OF ASML HOLDING NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42507 SHARES OF AT & T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52525 SHARES OF BARCLAYS BK PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6951 SHARES OF BCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71500 SHARES OF BP PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8157 SHARES OF CARE CAP PPTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92397 SHARES OF CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10863 SHARES OF COCA-COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112750 SHARES OF COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124364 SHARES OF CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133000 SHARES OF DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14641 SHARES OF DOMINION RES INC VA NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15945 SHARES OF DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16339 SHARES OF ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172950 SHARES OF EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182600 SHARES OF EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm193875 SHARES OF FLUOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20402 SHARES OF GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211870 SHARES OF GLAXOSMITHKLINE PLC-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221051 SHARES OF HCP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231325 SHARES OF ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm243000 SHARES OF INTERNATIONAL BUSINESS MACHINE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25451 SHARES OF JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26444 SHARES OF KIMBERLY-CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2710496 SHARES OF KINDER MORGAN INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281431 SHARES OF KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm293000 SHARES OF LINCOLN NATL CORP IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30807 SHARES OF MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311380 SHARES OF MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm325000 SHARES OF MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331129 SHARES OF NATIONAL GRID PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3412500 SHARES OF OAKTREE CAPITAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35241 SHARES OF PEPSICO INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361034 SHARES OF PHILIP MORRIS INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371475 SHARES OF PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38772 SHARES OF PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391350 SHARES OF QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40558 SHARES OF REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm412804 SHARES OF REYNOLDS AMERICAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4212 SHARES OF RMR GRP INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm438000 SHARES OF ROYAL BANK CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441006 SHARES OF ROYAL DUTCH SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm451133 SHARES OF SENIOR HOUSING PROP TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm466955 SHARES OF SPDR DJ WILSHIRE ET INTL REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm471750 SHARES OF STANLEY BLACK & DECKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48184 SHARES OF TALEN ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491437 SHARES OF THE SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm505615 SHARES OF TOTAL S.A. SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm515095 SHARES OF UBS AG JERSEY BRH ETN E-TRACS LKD TO ALERIAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm526550 SHARES OF UBS AG LONDON BRH ETN ETRACS ALERIAN MLP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm531249 SHARES OF UNILEVER PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm544325 SHARES OF VANGUARD REIT ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55629 SHARES OF VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm561754 SHARES OF VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm571146 SHARES OF VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58137 SHARES OF WELLS FARGO COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59599 SHARES OF WELLTOWER INC

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,283,127
Liabilities
$660,021
Net assets
$38,623,106
Revenue
$2,476,914
Expenses
$2,172,162
Net income
$304,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$1.99$1.58$0.42
2023Detailed filing. Detailed filing data is available for this year.$41.3$0.40$40.9$0.36$2.10$1.74
2022Detailed filing. Detailed filing data is available for this year.$38.9$0.40$38.5$1.02$3.33$2.31
2021Detailed filing. Detailed filing data is available for this year.$48.0$0.40$47.6$2.59$1.94$0.65
2020Detailed filing. Detailed filing data is available for this year.$44.4$0.39$44.0$2.66$1.52$1.13
2019Detailed filing. Detailed filing data is available for this year.$39.9$1.08$38.8$1.45$3.20$1.75
2018Detailed filing. Detailed filing data is available for this year.$37.4$1.08$36.3$1.83$2.56$0.73
2017Detailed filing. Detailed filing data is available for this year.$40.0$0.27$39.7$1.31$2.98$1.67
2016Detailed filing. Detailed filing data is available for this year.$41.1$0.28$40.8$1.48$0.99$0.48
2015Detailed filing. Detailed filing data is available for this year.$39.3$0.66$38.6$2.48$2.17$0.30
2014Detailed filing. Detailed filing data is available for this year.$42.0$0.41$41.6$2.33$2.02$0.31
2013Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$1.62
2012Detailed filing. Detailed filing data is available for this year.$38.1$0.01$38.1$1.48
2011Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$0.90