Civic Intelligence

The Oberman Foundation

990PF • Fiscal year 2018 • EIN 26-1277338

Jan 01, 2018 to Dec 31, 2018 • Filed on May 29, 2019

8776 E Shea Blvd Ste 106 363Scottsdale, AZ 85260

(510) 435-9912

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

6th percentile

-85%

Higher net margin than 6% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

37th percentile

-2.0%

Faster asset growth than 37% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-46%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$544,713

Down $10,864 (-2.0%) from 2017

Net Assets

Down

$544,713

Down $10,864 (-2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$12,744

Down $11,049 (-46%) from 2017

Expenses

Down

$23,608

Down $15,784 (-40%) from 2017

Net Income

Up

-$10,864

Up $4,735 (+30%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $367,164Liabilities 2010: $0Net Assets 2010: $367,1642010Assets 2011: $488,191Liabilities 2011: $0Net Assets 2011: $488,1912011Assets 2012: $606,756Liabilities 2012: $0Net Assets 2012: $606,7562012Assets 2016: $571,176Liabilities 2016: $0Net Assets 2016: $571,1762016Assets 2017: $555,577Liabilities 2017: $0Net Assets 2017: $555,5772017Assets 2018: $544,713Liabilities 2018: $0Net Assets 2018: $544,7132018Assets 2019: $512,439Liabilities 2019: $0Net Assets 2019: $512,4392019Assets 2020: $486,491Liabilities 2020: $0Net Assets 2020: $486,4912020Assets 2021: $475,452Liabilities 2021: $0Net Assets 2021: $475,4522021Assets 2022: $419,822Liabilities 2022: $0Net Assets 2022: $419,8222022Assets 2023: $414,510Liabilities 2023: $0Net Assets 2023: $414,5102023Assets 2024: $404,723Liabilities 2024: $0Net Assets 2024: $404,7232024

Highlighted filing

2018

Assets$544,713
Liabilities$0
Net Assets$544,713

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $46,1552010Expenses 2011: $66,7242011Expenses 2012: $45,7122012Revenue 2016: $2,798Expenses 2016: $90,712Net Income 2016: -$87,9142016Revenue 2017: $23,793Expenses 2017: $39,392Net Income 2017: -$15,5992017Revenue 2018: $12,744Expenses 2018: $23,608Net Income 2018: -$10,8642018Revenue 2019: $18,188Expenses 2019: $50,462Net Income 2019: -$32,2742019Revenue 2020: $10,534Expenses 2020: $36,482Net Income 2020: -$25,9482020Revenue 2021: $23,113Expenses 2021: $34,152Net Income 2021: -$11,0392021Revenue 2022: $31,071Expenses 2022: $50,195Net Income 2022: -$19,1242022Revenue 2023: $41,937Expenses 2023: $49,081Net Income 2023: -$7,1442023Revenue 2024: $72,620Expenses 2024: $66,553Net Income 2024: $6,0672024

Highlighted filing

2018

Revenue$12,744
Expenses$23,608
Net Income-$10,864
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 29, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane ObermanTrustee-$0--
James L ObermanExecutive Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EducationPCScottsdale, AZ, US$4,500
Paid Grant-EducationPCTorrance, CA, US$3,500
Paid Grant-CharityPCHazlet, NJ, US$3,000
Paid Grant-CharityPCMaryknoll, NY, US$1,500
Paid Grant-CharityPCKawekamo, Kawekamo, TZ$1,130
Paid Grant-EducationPCSan Francisco, CA, US$1,000
Paid Grant-CharityPCScottsdale, AZ, US$530
Paid Grant-CharityPCErlanger, KY, US$350
Paid Grant-CharityPCScottsdale, AZ, US$300
Filing and Contact Details

Filer

Filer Name
The Oberman Foundation
EIN
26-1277338
Address
8776 E Shea Blvd Ste 106 363, Scottsdale, AZ 85260

Signing Officer

Name
Jane Oberman
Title
Trustee
Phone
5104359912
Signed
2019-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Warner Financial Group LLC
Address
PO Box 420, Garden City, UT 84028
Preparer
Bruce Warner CPA
Phone
8019166494
Raw XML Appendix364 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7MARYKNOLL LAY MISSIONERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8DYNAMIC CATHOLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt022532 Hartline Ct
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12177 Seventeenth Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt232531 N Scottsdale Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 45
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt410815 North 84th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt511300 Norh 64th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt75081 Olympic Blvd
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Francisco
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd485260
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd741018
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015810
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt015810
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015810
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015810
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015810
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Professional Fees-Accounting
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Other Professional Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17063
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt231
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt087
TaxesSchedule/TaxesDetail/Amt1117
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1117
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jane Oberman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05104359912
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Oberman Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OBER
ReturnHeader/Filer/EIN0261277338
ReturnHeader/Filer/USAddress/AddressLine1Txt08776 E Shea Blvd Ste 106 363
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085260
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08715810212D6B620AD7BACCB2DE69B5FEA096BF6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08715810212D6B620AD7BACCB2DE69B5FEA096BF6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08704682019121ce11v0v
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0205.197.214.18
ReturnHeader/FilingSecurityInformation/IPDt02019-05-01
ReturnHeader/FilingSecurityInformation/IPTm011:45:19
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Warner Financial Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Garden City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084028
ReturnHeader/PreparerPersonGrp/PhoneNum08019166494
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bruce Warner CPA
ReturnHeader/ReturnTs02019-05-01T11:43:59-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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