Civic Intelligence

Bershtel Family Foundation

990PF • Fiscal year 2018 • EIN 27-1464685

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 03, 2019

Organization Profile
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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

100th percentile

169%

Higher net margin than 100% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

0.3%

Faster asset growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$215,278

Down $62,686 (-23%) from 2016

Net Assets

Down

$215,278

Down $62,686 (-23%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$45,447

Down $51,466 (-855%) from 2016

Expenses

Up

$31,408

Up $3,622 (+13%) from 2016

Net Income

Down

-$76,855

Down $55,088 (-253%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

2018

Assets$215,278
Liabilities$0
Net Assets$215,278
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2018

Revenue-$45,447
Expenses$31,408
Net Income-$76,855
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 3, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

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
2019-07-03
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 Appendix337 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jack Bershtel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sharon Bershtel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ken Bob
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04483 Hazelbrook Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14483 Hazelbrook Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt234 Gilbert Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Long Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Long Beach
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Sharon Bershtel
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Educational program for progressive American Jews.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Leadership movement & Zionist activities.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Support disabilities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Community support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Jewish camps for youth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Promote peace in Middle East
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Guide dog for the blind
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Jewish Partners for Justice.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(8)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Ameinu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Habonim Dror Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Tsad Kadima
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Jewish Federation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Habonim Dror Camp Gilboa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Middle East Peace Dialog Network
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Israel Guide Dog Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Bend The Arc
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/RecipientRelationshipTxt7Tax 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/AddressLine1Txt21745 Lake Eleanor Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33801 East Willow Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt48339 W 3rd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 943
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6968 Easton Road Suite H
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7330 Seventh Ave Suite 1900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Deerfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Long Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Atco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Warrington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490048
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd508004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd618976
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028000
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/ExcessDistributionCyovYr1Amt020500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt041150
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt041150
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0135500
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035750
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0176650
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0148650
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Portfolio Mgmt Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01463
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0245
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11463
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06743
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06743
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharon Bershtel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-03
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/PreparerFirmEIN0330196095
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/ReturnTs02019-07-03T10:21:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,278
Liabilities
$0
Net assets
$215,278
Revenue
-$45,447
Expenses
$31,408
Net income
-$76,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.12$0.21$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.14$0.04$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.18$0.03$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.04$0.02$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.04$0.03$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.05$0.03$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.01$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.01$0.03$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.02$0.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.01$0.05$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.07