Civic Intelligence

Bloom-Bernheim Memorial Scholarship

990PF • Fiscal year 2016 • EIN 36-4511695

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 26, 2017

Organization Profile
1849 Green Bay Rd 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

55th percentile

0.08x

Higher debt load relative to assets than 55% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

1.10x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

20th percentile

-19%

Higher net margin than 20% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

47th percentile

$14,400

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

41st percentile

-1.0%

Faster asset growth than 41% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

424%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$1,222,125

Down $12,851 (-1.0%) from 2015

Net Assets

Down

$1,122,008

Down $16,953 (-1.5%) from 2015

Liabilities

Up

$100,117

Up $4,102 (+4.3%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin20th percentile

Revenue

Up

$91,358

Up $73,932 (+424%) from 2015

Expenses

Down

$108,311

Down $2,438 (-2.2%) from 2015

Net Income

Up

-$16,953

Up $76,370 (+82%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2016

Assets$1,222,125
Liabilities$100,117
Net Assets$1,122,008
Open 2016 Filing

Operations Trend

Revenue Growth98th 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

2016

Revenue$91,358
Expenses$108,311
Net Income-$16,953
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 26, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERYL OBERMANTrustee-$14,400-$14,400
Filing and Contact Details

Filer

Filer Name
Bloom-bernheim Mem Scholar Fund
EIN
36-4511695
Phone
8478313488
Address
1849 GREEN BAY RD 3A, HIGHLAND PARK, IL 60035

Signing Officer

Name
Sheryl Oberman
Title
Trustee
Phone
8478313488
Signed
2017-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
485 E HALF DAY ROAD SUITE 250, BUFFALO GROVE, IL 60089-8806
Preparer
Benjamin Hurwitz
Phone
8479410100
Raw XML Appendix331 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt094856
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt094687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01069598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01284138
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt011574
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt091358
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0108311
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt091358
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt091358
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt133637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2116744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt331379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt416932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt536237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt018155
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41033
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0175480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2120480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt330980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt417965
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc05510.204 SHS FPA CAPITAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1671 SHS FIRST EAGLE GLOBAL CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27013.97 SHS IVA WORLDWIDE FUND CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3180 SHS SEQUOIA FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc482 SHS S & P 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5291 SHS S & P MIDCAP
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01122008
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt068685
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt068685
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0637
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IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0117
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt094856
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01066461
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IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt080000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0535
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt015657
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHERYL OBERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01849 GREEN BAY ROAD 3A
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08478313488
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt240000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE UNIV OF WASHINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05801 S ELLIS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 355850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 BATTERY PARK PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
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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/AppliedToCurrentYearAmt068685
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010853
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06686
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040627
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011315
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04588
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010853
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06686
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011315
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt046692
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035377
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0535
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL OVERPAYMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INV. MGMT. FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010569
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010569
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt057
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt057
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt015657
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO TRUST FOR THE AGED
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt1637
TaxesSchedule/TaxesDetail/Amt2190
TaxesSchedule/TaxesDetail/CategoryTxt0ILLINOIS TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1190
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERYL OBERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08478313488
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLOOM-BERNHEIM MEM SCHOLAR FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SHERYL OBERMAN TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0BLOO
ReturnHeader/Filer/EIN0364511695
ReturnHeader/Filer/PhoneNum08478313488
ReturnHeader/Filer/USAddress/AddressLine1Txt01849 GREEN BAY RD 3A
ReturnHeader/Filer/USAddress/CityNm0HIGHLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060035
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId048B67808522FCFBB989648E7793B197FA05A3FC1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0216D84C9EC1B5DA7F48235286FD9F0BE5E86DA88
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
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/PreparationDt02017-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN HURWITZ
ReturnHeader/ReturnTs02017-05-01T09:25:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,222,125
Liabilities
$100,117
Net assets
$1,122,008
Revenue
$91,358
Expenses
$108,311
Net income
-$16,953
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