Civic Intelligence

Physicians Memorial Gift and Benevolence Fund Inc.

990EZ • Fiscal year 2016 • EIN 33-0219397

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 29, 2017

1859 W Redlands BlvdRedlands, CA 92373

(909) 273-6000

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-72%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

35th percentile

-5.6%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

7.0%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$245,020

Down $14,596 (-5.6%) from 2015

Net Assets

Down

$244,980

Down $14,636 (-5.6%) from 2015

Liabilities

Up

$40

Up $40 from 2015

Revenue

Up

$22,535

Up $1,472 (+7.0%) from 2015

Expenses

Down

$38,781

Down $6,924 (-15%) from 2015

Net Income

Up

-$16,246

Up $8,396 (+34%) from 2015

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

2016

Assets$245,020
Liabilities$40
Net Assets$244,980

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

2016

Revenue$22,535
Expenses$38,781
Net Income-$16,246
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 29, 2017
Return Version
2015v3.0
Gross Receipts
$22,535
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$38,711
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SEQUEIRA MDDirector-$0--
DAMODARA RAJASEKHAR MDDirector-$0--
MARTI BAUM MDPresident-$0--
MONTRI WONGWORAWAT MDDirector-$0--
ELLIOT WEINSTEIN MDDirectorPT$0--
ERIC HANSEN DODirector-$0--
MARK BAI MDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Physicians Memorial Gift &
EIN
33-0219397
Phone
9092736000
Address
1859 W REDLANDS BLVD, REDLANDS, CA 92373

Signing Officer

Name
Alison Elsner
Title
Executive Director
Phone
9092736000
Signed
2017-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Rogers Anderson Malody & Scott Llp
Address
735 E CARNEGIE DRIVE SUITE 100, SAN BERNARDINO, CA 92408
Preparer
Leena Shanbhag CPA Mst
Phone
9098890871
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 3,977.

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

Description: general and administrative expenses. Amount: 15,229. Description: museum expenses. Amount: 3,396. Description: student sponsorship expenses. Amount: 532. Description: ronald bangasser scholarship expense. Amount: 5,219. Description: ama/mss program expenses. Amount: 1,132. Description: med student clinic. Amount: 493. Description: donated services. Amount: 12,780. Total to form 990-ez, line 16: 38,781.

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

Description: unrealized gain on investment. Amount: 1,610.

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

Description: accounts receivable. Beg. Of year amount: 250. End of year amount: 0. 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: accounts payable. Beg. Of year amount: 0. End of year amount: 40.

Raw XML Appendix176 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/PhoneNum09092736000
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0REDLANDS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL SEQUEIRA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAMODARA RAJASEKHAR MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTI BAUM MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MONTRI WONGWORAWAT MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELLIOT WEINSTEIN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIC HANSEN DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK BAI MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02083
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01833
IRS990EZ/OtherChangesInNetAssetsAmt01610
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt038781
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SEE BELOW
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt038711
IRS990EZ/TotalRevenueAmt022535
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SBCMS.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020112
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt084496
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07426
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025774
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64600
IRS990ScheduleA/PublicSupportPY170Pct00.63490
IRS990ScheduleA/PublicSupportTotal170Amt071236
IRS990ScheduleA/SubstantialContributorsTotAmt013260
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018558
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013721
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt084496
IRS990ScheduleA/TotalSupportAmt0110270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3,977.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GENERAL AND ADMINISTRATIVE EXPENSES. AMOUNT: 15,229. DESCRIPTION: MUSEUM EXPENSES. AMOUNT: 3,396. DESCRIPTION: STUDENT SPONSORSHIP EXPENSES. AMOUNT: 532. DESCRIPTION: RONALD BANGASSER SCHOLARSHIP EXPENSE. AMOUNT: 5,219. DESCRIPTION: AMA/MSS PROGRAM EXPENSES. AMOUNT: 1,132. DESCRIPTION: MED STUDENT CLINIC. AMOUNT: 493. DESCRIPTION: DONATED SERVICES. AMOUNT: 12,780. TOTAL TO FORM 990-EZ, LINE 16: 38,781.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 1,610.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 250. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,833. END OF YEAR AMOUNT: 1,833.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 40.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON ELSNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09092736000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYSICIANS MEMORIAL GIFT &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEVOLENCE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0PHYS
ReturnHeader/Filer/EIN0330219397
ReturnHeader/Filer/PhoneNum09092736000
ReturnHeader/Filer/USAddress/AddressLine1Txt01859 W REDLANDS BLVD
ReturnHeader/Filer/USAddress/CityNm0REDLANDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092373
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952662063
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGERS ANDERSON MALODY & SCOTT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0735 E CARNEGIE DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN BERNARDINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092408
ReturnHeader/PreparerPersonGrp/PhoneNum09098890871
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEENA SHANBHAG CPA MST
ReturnHeader/ReturnTs02017-04-12T20:37:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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