Civic Intelligence

Evalyn M Bauer Foundation

990PF • Fiscal year 2015 • EIN 33-0669419

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

One World Trade CenterLong Beach, CA 90831

(562) 432-0909

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.00x

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

21st percentile

-4.6%

Higher net margin than 21% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

18th percentile

$60,000

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

39th percentile

-0.3%

Faster asset growth than 39% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

54%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Down

$25,442,257

Down $78,201 (-0.3%) from 2014

Net Assets

Down

$25,442,257

Down $78,201 (-0.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$1,699,186

Up $596,346 (+54%) from 2014

Expenses

Up

$1,777,387

Up $37,292 (+2.1%) from 2014

Net Income

Up

-$78,201

Up $559,054 (+88%) from 2014

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $28,822,789Liabilities 2010: $0Net Assets 2010: $28,822,7892010Assets 2013: $26,157,713Liabilities 2013: $0Net Assets 2013: $26,157,7132013Assets 2014: $25,520,458Liabilities 2014: $0Net Assets 2014: $25,520,4582014Assets 2015: $25,442,257Liabilities 2015: $0Net Assets 2015: $25,442,2572015Assets 2016: $23,938,068Liabilities 2016: $13,126Net Assets 2016: $23,924,9422016Assets 2017: $23,766,985Liabilities 2017: $0Net Assets 2017: $23,766,9852017Assets 2018: $22,778,317Liabilities 2018: $0Net Assets 2018: $22,778,3172018Assets 2019: $22,199,173Liabilities 2019: $0Net Assets 2019: $22,199,1732019Assets 2020: $18,851,108Liabilities 2020: $0Net Assets 2020: $18,851,1082020Assets 2021: $19,799,928Liabilities 2021: $0Net Assets 2021: $19,799,9282021Assets 2022: $19,083,305Liabilities 2022: $0Net Assets 2022: $19,083,3052022Assets 2023: $19,074,066Liabilities 2023: $0Net Assets 2023: $19,074,0662023Assets 2024: $18,843,243Liabilities 2024: $0Net Assets 2024: $18,843,2432024

Highlighted filing

2015

Assets$25,442,257
Liabilities$0
Net Assets$25,442,257

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $1,586,8972010Revenue 2013: $880,304Expenses 2013: $1,757,392Net Income 2013: -$877,0882013Revenue 2014: $1,102,840Expenses 2014: $1,740,095Net Income 2014: -$637,2552014Revenue 2015: $1,699,186Expenses 2015: $1,777,387Net Income 2015: -$78,2012015Revenue 2016: $129,830Expenses 2016: $1,647,145Net Income 2016: -$1,517,3152016Revenue 2017: $1,443,377Expenses 2017: $1,601,334Net Income 2017: -$157,9572017Revenue 2018: $787,045Expenses 2018: $1,775,713Net Income 2018: -$988,6682018Revenue 2019: $1,228,986Expenses 2019: $1,808,130Net Income 2019: -$579,1442019Revenue 2020: -$1,735,582Expenses 2020: $1,612,483Net Income 2020: -$3,348,0652020Revenue 2021: $2,292,816Expenses 2021: $1,343,996Net Income 2021: $948,8202021Revenue 2022: $868,658Expenses 2022: $1,585,281Net Income 2022: -$716,6232022Revenue 2023: $1,532,939Expenses 2023: $1,542,178Net Income 2023: -$9,2392023Revenue 2024: $1,334,544Expenses 2024: $1,565,367Net Income 2024: -$230,8232024

Highlighted filing

2015

Revenue$1,699,186
Expenses$1,777,387
Net Income-$78,201
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORAINE S ACKERMANPres/DirectorPT$60,000-$60,000
NANCY GAINESSec/CFO/Direc.PT$60,000-$60,000
LEE ACKERMANVP/DirectorPT$60,000-$60,000
Filing and Contact Details

Filer

Filer Name
Evalyn M Bauer Foundation
EIN
33-0669419
Phone
5624320909
Address
ONE WORLD TRADE CENTER, LONG BEACH, CA 90831

Signing Officer

Name
Nancy Gaines
Title
Sec/CFO/DIREC.
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Erich Josephs CPA
Address
444 West Ocean Blvd 1508, Long Beach, CA 90802-4523
Preparer
Erich Josephs
Phone
5624372379
Raw XML Appendix370 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SOFIA MANGUS
IRS990PF/StatementsRegardingActyGrp/PhoneNum05624320909
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01343000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt049603
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01449102
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt081250
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt031250
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01344
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1200
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2200
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PETTY CASH FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2POSTAGE RESERVE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01721
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01721
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMPUTER SERVICES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SUBSCRIPTIONS/DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06509
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12352
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24140
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt38109
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41860
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5687
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06509
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12352
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38109
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41860
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5687
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAINS DISTRIB'N
OtherIncomeSchedule2/OtherIncomeDetail/Desc1CASH IN LIEU DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc2CLASS ACTION LAWSUIT
OtherIncomeSchedule2/OtherIncomeDetail/Desc3GAIN REALIZED ON EXCHANGE
OtherIncomeSchedule2/OtherIncomeDetail/Desc4STRUCTURED PROD. INVESTME
OtherIncomeSchedule2/OtherIncomeDetail/Desc5W/C REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt035768
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11001
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt216384
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3233988
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt425538
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt560
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011290
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011290
TaxesSchedule/TaxesDetail/Amt016000
TaxesSchedule/TaxesDetail/Amt113511
TaxesSchedule/TaxesDetail/Amt25012
TaxesSchedule/TaxesDetail/CategoryTxt0990PF EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016000
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt113511
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt25012
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY GAINES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sec/CFO/DIREC.
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVALYN M BAUER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EVAL
ReturnHeader/Filer/EIN0330669419
ReturnHeader/Filer/PhoneNum05624320909
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE WORLD TRADE CENTER
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Erich Josephs CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 West Ocean Blvd 1508
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Long Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0908024523
ReturnHeader/PreparerPersonGrp/PhoneNum05624372379
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICH JOSEPHS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-12T09:50:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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