Civic Intelligence

Physicians Memorial Gift and Benevolence Fund Inc.

990EZ • Fiscal year 2014 • EIN 33-0219397

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 01, 2014

1859 W Redlands Blvd Bldg 7A92373

(909) 273-6000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

8th percentile

-47%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

37th percentile

-3.8%

Faster asset growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-14%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$285,343

Down $11,320 (-3.8%) from 2013

Net Assets

Down

$284,505

Down $10,549 (-3.6%) from 2013

Liabilities

Down

$838

Down $771 (-48%) from 2013

Revenue

Down

$27,929

Down $4,572 (-14%) from 2013

Expenses

Down

$41,135

Down $214 (-0.5%) from 2013

Net Income

Down

-$13,206

Down $4,358 (-49%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $296,663Liabilities 2013: $1,609Net Assets 2013: $295,0542013Assets 2014: $285,343Liabilities 2014: $838Net Assets 2014: $284,5052014Assets 2015: $259,616Liabilities 2015: $0Net Assets 2015: $259,6162015Assets 2016: $245,020Liabilities 2016: $40Net Assets 2016: $244,9802016Assets 2017: $221,665Liabilities 2017: $0Net Assets 2017: $221,6652017

Highlighted filing

2014

Assets$285,343
Liabilities$838
Net Assets$284,505

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2013: $32,501Expenses 2013: $41,349Net Income 2013: -$8,8482013Revenue 2014: $27,929Expenses 2014: $41,135Net Income 2014: -$13,2062014Revenue 2015: $21,063Expenses 2015: $45,705Net Income 2015: -$24,6422015Revenue 2016: $22,535Expenses 2016: $38,781Net Income 2016: -$16,2462016Revenue 2017: $14,237Expenses 2017: $39,378Net Income 2017: -$25,1412017

Highlighted filing

2014

Revenue$27,929
Expenses$41,135
Net Income-$13,206
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 1, 2014
Return Version
2013v3.0
Gross Receipts
$61,929
Mission and Program Overview

Mission

SEE BELOW

Program Services

DescriptionGrantsExpenses
GRANT FINANCIAL AID AND ASSISTANCE TO NEEDY PERSONS OF SAN BERNARDINO COUNTY, EXPLORE THE NEED OF GRANTING SCHOLARSHIPS TO STUDENTS FOR MEDICAL EDUCATION,SUPPORT THE RESEARCH OF AND HISTORY OF MEDICINE, PRESERVE THE ASSOCIATED MEDICAL MEMORABILIA, AND PROMOTE AND DISPLAY THE ARTS AND CRAFTS OF PHYSICIANS THROUGH FINANCIAL CONTRIBUTIONS.$0$41,135
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SEQUEIRA MDVice President-$0--
LEROY OUNANIAN MDDirector-$0--
RAMAN POOLA MDPresident-$0--
MARTI BAUM MDSecretary-$0--
MONTRI WONGWORAWAT MDPresident-Elect-$0--
ELLIOT WEINSTEINDirector-$0--
ERIC HANSEN DOTreasurer-$0--
Filing and Contact Details

Filer

EIN
33-0219397
Phone
9092736000

Signing Officer

Name
Jim Peterson
Title
Executive Director
Phone
9092736000
Signed
2014-12-01
Discuss with paid preparer
Yes

Preparer

Preparer
Leena Shanbhag
Phone
9098890871
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 4,590.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: general and administrative expenses. Amount: 24,248. Description: museum expenses. Amount: 6,546. Description: student sponsorship expenses. Amount: 3,177. Description: ronald bangasser scholarship expense. Amount: 5,000. Description: ama/mss program expenses. Amount: 2,164. Total to form 990-ez, line 16: 41,135.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on investment. Amount: 2,657.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 450. End of year amount: 1,100. Description: other depreciable assets. Beg. Of year amount: 1,833. End of year amount: 1,833.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to sbcms. Beg. Of year amount: 1,500. End of year amount: 838. Description: accounts payable. Beg. Of year amount: 109. End of year amount: 0.

Raw XML Appendix177 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10JIM PETERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09092736000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101859 W REDLANDS BLVD BLDG 7A
IRS990EZ/BooksInCareOfDetail/USAddress/City0REDLANDS
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092373
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0294380
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0284505
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL SEQUEIRA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEROY OUNANIAN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RAMAN POOLA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARTI BAUM MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MONTRI WONGWORAWAT MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELLIOT WEINSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIC HANSEN DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02283
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02933
IRS990EZ/OtherChangesInNetAssetsAmt02657
IRS990EZ/OtherExpensesTotalAmt041135
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SEE BELOW
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT FINANCIAL AID AND ASSISTANCE TO NEEDY PERSONS OF SAN BERNARDINO COUNTY, EXPLORE THE NEED OF GRANTING SCHOLARSHIPS TO STUDENTS FOR MEDICAL EDUCATION,SUPPORT THE RESEARCH OF AND HISTORY OF MEDICINE, PRESERVE THE ASSOCIATED MEDICAL MEMORABILIA, AND PROMOTE AND DISPLAY THE ARTS AND CRAFTS OF PHYSICIANS THROUGH FINANCIAL CONTRIBUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041135
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt034000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01609
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0838
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041135
IRS990EZ/TotalProgramServiceExpensesAmt041135
IRS990EZ/TotalRevenueAmt027929
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SBCMS.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020112
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt067713
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04590
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07426
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05041
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04580
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027167
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52500
IRS990ScheduleA/PublicSupportPY170Pct00.52380
IRS990ScheduleA/PublicSupportTotal170Amt049815
IRS990ScheduleA/SubstantialContributorsTotAmt017898
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015293
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020112
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013721
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012052
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt067713
IRS990ScheduleA/TotalSupportAmt094880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 4,590.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GENERAL AND ADMINISTRATIVE EXPENSES. AMOUNT: 24,248. DESCRIPTION: MUSEUM EXPENSES. AMOUNT: 6,546. DESCRIPTION: STUDENT SPONSORSHIP EXPENSES. AMOUNT: 3,177. DESCRIPTION: RONALD BANGASSER SCHOLARSHIP EXPENSE. AMOUNT: 5,000. DESCRIPTION: AMA/MSS PROGRAM EXPENSES. AMOUNT: 2,164. TOTAL TO FORM 990-EZ, LINE 16: 41,135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 2,657.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 450. END OF YEAR AMOUNT: 1,100. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,833. END OF YEAR AMOUNT: 1,833.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DUE TO SBCMS. BEG. OF YEAR AMOUNT: 1,500. END OF YEAR AMOUNT: 838. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 109. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09092736000
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10PHYSICIANS MEMORIAL GIFT & BENEVOLENCE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0PHYS
ReturnHeader/Filer/EIN0330219397
ReturnHeader/Filer/PhoneNum09092736000
ReturnHeader/Filer/USAddress/AddressLine101859 W REDLANDS BLVD BLDG 7A
ReturnHeader/Filer/USAddress/City0REDLANDS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092373
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952662063
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ROGERS ANDERSON MALODY & SCOTT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10735 E CARNEGIE DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN BERNARDINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092408
ReturnHeader/PreparerPersonGrp/PhoneNum09098890871
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEENA SHANBHAG
ReturnHeader/ReturnTs02014-12-17T16:42:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings