Civic Intelligence

Bloom-Bernheim Trust for the Aged Oberman

990PF • Fiscal year 2012 • EIN 37-1447508

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 16, 2013

Organization Profile
1849 Green Bay RoadRoom/Suite 3A60035
Siviq Scores

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

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

98th percentile

$13,700

Higher top officer pay than 98% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

29th percentile

-8.5%

Faster asset growth than 29% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2010 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$427,385

Down $83,476 (-16%) from 2010

Net Assets

Down

$381,237

Down $85,418 (-18%) from 2010

Liabilities

Up

$46,148

Up $1,942 (+4.4%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$79,085

Up $11,622 (+17%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$600K$400K$200K$0Assets 2010: $510,861Liabilities 2010: $44,206Net Assets 2010: $466,6552010Assets 2012: $427,385Liabilities 2012: $46,148Net Assets 2012: $381,2372012Assets 2013: $388,306Liabilities 2013: $46,090Net Assets 2013: $342,2162013Assets 2014: $569,545Liabilities 2014: $48,255Net Assets 2014: $521,2902014Assets 2015: $520,452Liabilities 2015: $63,015Net Assets 2015: $457,4372015Assets 2016: $450,500Liabilities 2016: $40,015Net Assets 2016: $410,4852016Assets 2017: $426,583Liabilities 2017: $40,015Net Assets 2017: $386,5682017Assets 2019: $393,237Liabilities 2019: $20,030Net Assets 2019: $373,2072019Assets 2020: $401,426Liabilities 2020: $39,945Net Assets 2020: $361,4812020

Highlighted filing

2012

Assets$427,385
Liabilities$46,148
Net Assets$381,237
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $67,4632010Expenses 2012: $79,0852012Revenue 2013: $37,241Expenses 2013: $76,262Net Income 2013: -$39,0212013Revenue 2014: $254,262Expenses 2014: $75,188Net Income 2014: $179,0742014Revenue 2015: -$2,310Expenses 2015: $61,543Net Income 2015: -$63,8532015Revenue 2016: $3,983Expenses 2016: $50,935Net Income 2016: -$46,9522016Revenue 2017: $27,992Expenses 2017: $51,909Net Income 2017: -$23,9172017Revenue 2019: $41,346Expenses 2019: $33,121Net Income 2019: $8,2252019Revenue 2020: $26,252Expenses 2020: $37,978Net Income 2020: -$11,7262020

Highlighted filing

2012

Revenue-
Expenses$79,085
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 16, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERYL OBERMANTrusteePT$13,700-$13,700
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOUNCIL JEWISH ELDERLYLIEBERMAN GERIATRIC-CHICAGO, IL, US$23,300
Paid GrantKLINE GALLAND CENTERCARE/MAINT JEWISH-SEATTLE, WA, US$23,000
Paid GrantJEWISH UNITED FUNDCHARITABLE-CHICAGO, IL, US$360
Filing and Contact Details

Filer

EIN
37-1447508
Raw XML Appendix323 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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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome05500
CompensationExplanation/Compensation/PersonName0SHERYL OBERMAN
DepreciationSchedule/Depreciation/ComputationMethod0S/L
DepreciationSchedule/Depreciation/CostOrOtherBasis048051
DepreciationSchedule/Depreciation/CostOrOtherBasis19610
DepreciationSchedule/Depreciation/CostOrOtherBasis2182595
DepreciationSchedule/Depreciation/CurrentYearExpense04682
DepreciationSchedule/Depreciation/DateAcquired02003-01-01
DepreciationSchedule/Depreciation/DateAcquired12003-01-01
DepreciationSchedule/Depreciation/DateAcquired22003-01-01
DepreciationSchedule/Depreciation/DescriptionOfProperty0PARKING LOT
DepreciationSchedule/Depreciation/DescriptionOfProperty1LAND - SPOKANE, WA
DepreciationSchedule/Depreciation/DescriptionOfProperty2BUILDING - SPOKANE, WA
DepreciationSchedule/Depreciation/Life039.0000
DepreciationSchedule/Depreciation/NetInvestmentIncome04682
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue024975
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MESIROW MUTUAL FUNDS
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss032425
IRS990PF/BalanceSheets/AccountsPayableBOY015
IRS990PF/BalanceSheets/AccountsPayableEOY0148
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip046624
IRS990PF/BalanceSheets/GrantsPayableBOY046000
IRS990PF/BalanceSheets/GrantsPayableEOY046000
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY054746
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0418879
IRS990PF/BalanceSheets/TotalNetAssetsEOY0381237
IRS990PF/BalanceSheets/UnrestrictedBOY0418879
IRS990PF/BalanceSheets/UnrestrictedEOY0381237
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome05088
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-07-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-08-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-08-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-09-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0FPA CRESCENT INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1WASHINGTON MUTUAL BANK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss049
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice014964
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice130000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss049
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-37642
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0381237
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted035303
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj035303
IRS990PF/DistributableAmount/DistributableAmountBeforeDed035303
IRS990PF/DistributableAmount/MinimumInvestmentReturn035395
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome092
IRS990PF/DistributableAmount/TotalTax092
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome092
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IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0698659
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0718687
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances022094
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0246593
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable010780
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0450000
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn035395
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0707907
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0718687
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation013700
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SHERYL OBERMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101849 GREEN BAY RD 3A
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0HIGHLAND PARK
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode060035
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct039653
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets039561
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.055885
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.062015
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.053704
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.054047
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.053568
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0SHERYL OBERMAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08474323044
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101849 GREEN BAY RD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HIGHLAND PARK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode060035
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2360
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11COUNCIL JEWISH ELDERLY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12JEWISH UNITED FUND
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101200 UNIV ST 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113003 W TOUHY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1230 S WELLS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CHICAGO
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode098101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode160645
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode260606
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear046660
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear035303
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted035303
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear108912
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear203404
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear302234
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear402074
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear503907
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear503907
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear027981
IRS990PF/UndistributedIncome/ExcessFromCurrentYear011357
IRS990PF/UndistributedIncome/ExcessFromYear108912
IRS990PF/UndistributedIncome/ExcessFromYear203404
IRS990PF/UndistributedIncome/ExcessFromYear302234
IRS990PF/UndistributedIncome/ExcessFromYear402074
IRS990PF/UndistributedIncome/QualifyingDistributions046660
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus011357
IRS990PF/UndistributedIncome/TotalCorpus031888
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover020531
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LandEtcSchedule2/LandEtc/AccumulatedDepreciation046624
LandEtcSchedule2/LandEtc/BookValue0135971
LandEtcSchedule2/LandEtc/BookValue157661
LandEtcSchedule2/LandEtc/CostOrOtherBasis0182595
LandEtcSchedule2/LandEtc/CostOrOtherBasis157661
LandEtcSchedule2/LandEtc/EOYFMV0342000
LandEtcSchedule2/LandEtc/EOYFMV1108000
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1INV. MGMT. FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02031
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02031
TaxesSchedule/Taxes/Amount015
TaxesSchedule/Taxes/Amount1133
TaxesSchedule/Taxes/Amount24409
TaxesSchedule/Taxes/Category0ILLINOIS TAX
TaxesSchedule/Taxes/Category1FEDERAL INCOME TAX
TaxesSchedule/Taxes/Category2REAL ESTATE TAX
TaxesSchedule/Taxes/NetInvestmentIncome015
TaxesSchedule/Taxes/NetInvestmentIncome14409
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0371447508
ReturnHeader/Filer/Name/BusinessNameLine10BLOOM-BERNHEIM TRUST FOR THE AGED
ReturnHeader/Filer/NameControl0BLOO
ReturnHeader/Filer/Phone08478313488
ReturnHeader/Filer/USAddress/AddressLine101849 GREEN BAY ROAD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 3A
ReturnHeader/Filer/USAddress/City0HIGHLAND PARK
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060035
ReturnHeader/Officer/DateSigned02013-02-16
ReturnHeader/Officer/Name0SHERYL OBERMAN
ReturnHeader/Officer/Phone08478313488
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-02-16
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WELTMAN BERNFIELD LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10485 E HALF DAY ROAD SUITE 250
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BUFFALO GROVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0600898806
ReturnHeader/Preparer/Name0BENJAMIN HURWITZ
ReturnHeader/Preparer/Phone08479410100
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-02-20T16:17:06-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$427,385
Liabilities
$46,148
Net assets
$381,237
Revenue
-
Expenses
$79,085
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$4.01$0.40$3.61$0.26$0.38$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.93$0.20$3.73$0.41$0.33$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.27$0.40$3.87$0.28$0.52$0.24
2016Detailed filing. Detailed filing data is available for this year.$4.51$0.40$4.10$0.04$0.51$0.47
2015Detailed filing. Detailed filing data is available for this year.$5.20$0.63$4.57$0.02$0.62$0.64
2014Detailed filing. Detailed filing data is available for this year.$5.70$0.48$5.21$2.54$0.75$1.79
2013Detailed filing. Detailed filing data is available for this year.$3.88$0.46$3.42$0.37$0.76$0.39
2012Detailed filing. Detailed filing data is available for this year.$4.27$0.46$3.81$0.79
2010Detailed filing. Detailed filing data is available for this year.$5.11$0.44$4.67$0.67