Civic Intelligence

Bloom-Bernheim Memorial Scholarship

990PF • Fiscal year 2014 • EIN 36-4511695

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile
1849 Green Bay RoadRoom/Suite 3AHighland Park, IL 60035

(847) 831-3488

Siviq Scores

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

Liabilities / Assets

54th percentile

0.06x

Higher debt load relative to assets than 54% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

1.20x

Higher debt load relative to revenue than 88% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

7th percentile

-65%

Higher net margin than 7% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$16,600

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

24th percentile

-3.4%

Faster asset growth than 24% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-43%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$1,316,299

Down $46,365 (-3.4%) from 2013

Net Assets

Down

$1,232,284

Down $45,493 (-3.6%) from 2013

Liabilities

Down

$84,015

Down $872 (-1.0%) from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin7th percentile

Revenue

Down

$69,815

Down $51,772 (-43%) from 2013

Expenses

Up

$115,308

Up $86 (+0.1%) from 2013

Net Income

Down

-$45,493

Down $51,858 (-815%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,459,941Liabilities 2010: $84,123Net Assets 2010: $1,375,8182010Assets 2011: $1,424,304Liabilities 2011: $80,504Net Assets 2011: $1,343,8002011Assets 2012: $1,355,546Liabilities 2012: $84,134Net Assets 2012: $1,271,4122012Assets 2013: $1,362,664Liabilities 2013: $84,887Net Assets 2013: $1,277,7772013Assets 2014: $1,316,299Liabilities 2014: $84,015Net Assets 2014: $1,232,2842014Assets 2015: $1,234,976Liabilities 2015: $96,015Net Assets 2015: $1,138,9612015Assets 2016: $1,222,125Liabilities 2016: $100,117Net Assets 2016: $1,122,0082016Assets 2017: $1,190,389Liabilities 2017: $80,065Net Assets 2017: $1,110,3242017Assets 2019: $1,178,901Liabilities 2019: $70,883Net Assets 2019: $1,108,0182019Assets 2020: $1,271,190Liabilities 2020: $162,698Net Assets 2020: $1,108,4922020

Highlighted filing

2014

Assets$1,316,299
Liabilities$84,015
Net Assets$1,232,284
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

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

$200K$100K$0-$100KExpenses 2010: $112,8062010Expenses 2011: $108,6852011Expenses 2012: $116,0662012Revenue 2013: $121,587Expenses 2013: $115,222Net Income 2013: $6,3652013Revenue 2014: $69,815Expenses 2014: $115,308Net Income 2014: -$45,4932014Revenue 2015: $17,426Expenses 2015: $110,749Net Income 2015: -$93,3232015Revenue 2016: $91,358Expenses 2016: $108,311Net Income 2016: -$16,9532016Revenue 2017: $97,095Expenses 2017: $108,779Net Income 2017: -$11,6842017Revenue 2019: $124,682Expenses 2019: $98,818Net Income 2019: $25,8642019Revenue 2020: $104,452Expenses 2020: $103,978Net Income 2020: $4742020

Highlighted filing

2014

Revenue$69,815
Expenses$115,308
Net Income-$45,493
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERYL OBERMANTrusteePT$16,600-$16,600
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN FRIENDS OF HEBRESCHOLARSHIPS-NEW YORK, NY, US$42,000
Paid GrantTHE UNIV OF CHICAGOSCHOLARSHIPS-CHICAGO, IL, US$21,000
Paid GrantTHE UNIV OF WASHINGTONSCHOLARSHIPS-SEATTLE, WA, US$21,000
Filing and Contact Details

Filer

Filer Name
Bloom-bernheim Memorial Sch Fund
EIN
36-4511695
Phone
8478313488
Address
1849 GREEN BAY ROAD, ROOM/SUITE 3A, HIGHLAND PARK, IL 60035

Signing Officer

Name
Sheryl Oberman
Title
Trustee
Phone
8478313488
Signed
2015-05-11

Preparer

Firm
Weltman Bernfield LLC
Address
485 E HALF DAY ROAD SUITE 250, BUFFALO GROVE, IL 60089-8806
Preparer
Benjamin Hurwitz
Phone
8479410100
Raw XML Appendix266 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/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01233988
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022396
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHERYL OBERMAN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE UNIV OF WASHINGTON
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05572
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt084000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010853
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042055
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031202
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL OVERPAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0960
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0960
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INV. MGMT. FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012243
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012243
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0ILLINOIS TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERYL OBERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08478313488
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLOOM-BERNHEIM MEMORIAL SCH FUND
ReturnHeader/Filer/BusinessNameControlTxt0BLOO
ReturnHeader/Filer/EIN0364511695
ReturnHeader/Filer/PhoneNum08478313488
ReturnHeader/Filer/USAddress/AddressLine1Txt01849 GREEN BAY ROAD
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE 3A
ReturnHeader/Filer/USAddress/CityNm0HIGHLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060035
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364119553
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELTMAN BERNFIELD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0485 E HALF DAY ROAD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600898806
ReturnHeader/PreparerPersonGrp/PhoneNum08479410100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN HURWITZ
ReturnHeader/ReturnTs02015-05-13T09:56:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,316,299
Liabilities
$84,015
Net assets
$1,232,284
Revenue
$69,815
Expenses
$115,308
Net income
-$45,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.16$1.11$0.10$0.10$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.07$1.11$0.12$0.10$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.08$1.11$0.10$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.10$1.12$0.09$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.10$1.14$0.02$0.11$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.08$1.23$0.07$0.12$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.36$0.08$1.28$0.12$0.12$0.01
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.08$1.27$0.12
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.08$1.34$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.46$0.08$1.38$0.11