Civic Intelligence

Bershtel Family Foundation

990PF • Fiscal year 2015 • EIN 27-1464685

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 31, 2016

4483 Hazelbrook AvenueLong Beach, CA 90808

(562) 421-0546

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

100th percentile

659%

Higher net margin than 100% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

21st percentile

-15%

Faster asset growth than 21% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Down

$291,142

Down $52,318 (-15%) from 2014

Net Assets

Down

$291,142

Down $52,318 (-15%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

-$5,412

Down $26,994 (-125%) from 2014

Expenses

Down

$30,271

Down $9,895 (-25%) from 2014

Net Income

Down

-$35,683

Down $17,099 (-92%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $513,867Liabilities 2010: $0Net Assets 2010: $513,8672010Assets 2012: $398,382Liabilities 2012: $0Net Assets 2012: $398,3822012Assets 2013: $363,815Liabilities 2013: $0Net Assets 2013: $363,8152013Assets 2014: $343,460Liabilities 2014: $0Net Assets 2014: $343,4602014Assets 2015: $291,142Liabilities 2015: $0Net Assets 2015: $291,1422015Assets 2016: $277,964Liabilities 2016: $0Net Assets 2016: $277,9642016Assets 2018: $215,278Liabilities 2018: $0Net Assets 2018: $215,2782018Assets 2019: $162,843Liabilities 2019: $0Net Assets 2019: $162,8432019Assets 2020: $74,383Liabilities 2020: $0Net Assets 2020: $74,3832020Assets 2021: $228,469Liabilities 2021: $0Net Assets 2021: $228,4692021Assets 2022: $271,481Liabilities 2022: $0Net Assets 2022: $271,4812022Assets 2024: $1,441,721Liabilities 2024: $0Net Assets 2024: $1,441,7212024

Highlighted filing

2015

Assets$291,142
Liabilities$0
Net Assets$291,142

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $68,3992010Expenses 2012: $28,3112012Revenue 2013: $11,011Expenses 2013: $45,896Net Income 2013: -$34,8852013Revenue 2014: $21,582Expenses 2014: $40,166Net Income 2014: -$18,5842014Revenue 2015: -$5,412Expenses 2015: $30,271Net Income 2015: -$35,6832015Revenue 2016: $6,019Expenses 2016: $27,786Net Income 2016: -$21,7672016Revenue 2018: -$45,447Expenses 2018: $31,408Net Income 2018: -$76,8552018Revenue 2019: -$36,762Expenses 2019: $33,629Net Income 2019: -$70,3912019Revenue 2020: $38,438Expenses 2020: $17,873Net Income 2020: $20,5652020Revenue 2021: $180,644Expenses 2021: $27,312Net Income 2021: $153,3322021Revenue 2022: $144,642Expenses 2022: $40,835Net Income 2022: $103,8072022Revenue 2024: $115,927Expenses 2024: $205,588Net Income 2024: -$89,6612024

Highlighted filing

2015

Revenue-$5,412
Expenses$30,271
Net Income-$35,683
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 31, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jack BershtelPresident-$0--
Sharon BershtelTreasurer-$0--
Ken BobSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Bershtel Family Foundation
EIN
27-1464685
Phone
5624210546
Address
4483 Hazelbrook Avenue, Long Beach, CA 90808

Signing Officer

Name
Sharon Bershtel
Title
Vice President
Signed
2016-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Husami & Associates
Address
1400 Brea Blvd, Fullerton, CA 92835
Preparer
Kristine Nguyen EA CPA
Phone
7144599900
Raw XML Appendix365 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Kinder Morgan Inc.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ken Bob
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Sharon Bershtel
IRS990PF/StatementsRegardingActyGrp/PhoneNum05624210546
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Jack Bershtel
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Sharon Bershtel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Educational program for progressive American Jews.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Leadership movement & Zionist activities.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Community support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Support disabilities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Community support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Educational programs for students & teacher in LBUSD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Healing & Hospice Care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(8)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Ameinu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Habonim Dror Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Jewish Family Children Service
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Tsad Kadima
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Jewish Federation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Long Beach Education Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Jewish Healing Center LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Tax Exempt Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Tax Exempt Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Tax Exempt Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3Tax Exempt Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4Tax Exempt Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5Tax Exempt Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6Tax Exempt Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0114 W 26th Street Suite 1005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1114 West 26th Street Suite 1004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23801 E Willow Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31745 Lake Eleanor Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43801 East Willow Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51515 Hughes Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610573 West Pico Blvd Suite 850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Long Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Deerfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Long Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Long Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd590810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690064
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035537
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035537
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0151650
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025750
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0187187
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0161437
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016827
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized Loss from Investment
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt02644
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank service charge
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Portfolio Mgmt Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02644
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12644
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0870
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0192
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ariance
TaxesSchedule/TaxesDetail/Amt0184
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharon Bershtel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bershtel Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BERS
ReturnHeader/Filer/EIN0271464685
ReturnHeader/Filer/PhoneNum05624210546
ReturnHeader/Filer/USAddress/AddressLine1Txt04483 Hazelbrook Avenue
ReturnHeader/Filer/USAddress/CityNm0Long Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090808
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Husami & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 Brea Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092835
ReturnHeader/PreparerPersonGrp/PhoneNum07144599900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristine Nguyen EA CPA
ReturnHeader/ReturnTs02016-08-31T10:56:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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