Civic Intelligence

Beverly Hills Phoebe Foundation Inc

990 • Fiscal year 2017 • EIN 38-3274911

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 14, 2018

Organization Profile
31555 Southfield RdBeverly Hills, MI 48025

(248) 642-8500

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

46th percentile

0.0%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Flat

$3,997

Flat from 2016

Net Assets

Down

$3,722

Down $275 (-6.9%) from 2016

Liabilities

Up

$275

Up $275 from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2016

Expenses

Down

$275

Down $225 (-45%) from 2016

Net Income

Up

-$275

Up $225 (+45%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $6,414Liabilities 2011: $0Net Assets 2011: $6,4142011Assets 2012: $5,967Liabilities 2012: $0Net Assets 2012: $5,9672012Assets 2013: $5,500Liabilities 2013: $0Net Assets 2013: $5,5002013Assets 2014: $4,978Liabilities 2014: $0Net Assets 2014: $4,9782014Assets 2015: $4,497Liabilities 2015: $0Net Assets 2015: $4,4972015Assets 2016: $3,997Liabilities 2016: $0Net Assets 2016: $3,9972016Assets 2017: $3,997Liabilities 2017: $275Net Assets 2017: $3,7222017

Highlighted filing

2017

Assets$3,997
Liabilities$275
Net Assets$3,722
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0K$1.0K$0-$1.0K-$2.0KRevenue 2011: $0Expenses 2011: $1,736Net Income 2011: -$1,7362011Expenses 2012: $4472012Revenue 2013: $0Expenses 2013: $467Net Income 2013: -$4672013Revenue 2014: $0Expenses 2014: $522Net Income 2014: -$5222014Revenue 2015: $0Expenses 2015: $481Net Income 2015: -$4812015Revenue 2016: $0Expenses 2016: $500Net Income 2016: -$5002016Revenue 2017: $0Expenses 2017: $275Net Income 2017: -$2752017

Highlighted filing

2017

Revenue$0
Expenses$275
Net Income-$275
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 14, 2018
Return Version
2017v2.3
Gross Receipts
$0
Mission and Program Overview

Mission

Raise funds for bone marrow transplants and education of bone marrow donation

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,997$3,997→ $0
Total Assets$3,997$3,997→ $0
Liabilities
Accounts Payable and Accrued Expenses-$275-
Total Liabilities$0$275▲ $275
Net Assets / Fund Balance
Unrestricted Net Assets$3,997$3,722▼ $275
Total Net Assets Fund Balance$3,997$3,722▼ $275
Total Liabilities and Net Assets / Fund Balance$3,997$3,997→ $0
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Steven SatovskyPresident
Simcha ShapiroSecretary
Laura YauckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-275
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$275
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$275-$275
Total Functional Expenses$0$275$0$275
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Beverly Hills Phoebe Foundation
EIN
38-3274911
Phone
2486428500
Address
31555 SOUTHFIELD RD, BEVERLY HILLS, MI 48025

Signing Officer

Name
Steven Satovsky
Title
President
Phone
2486428500
Signed
2018-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Satovsky
Legal Domicile
Mi
Voting Board Members
3
Independent Board Members
1
Employees
0

Preparer

Firm
Freedman & Goldberg Cpas Pc
Address
31150 NORTHWESTERN HIGHWAY SUITE 2, FARMINGTON HILLS, MI 48334-2573
Preparer
Michael Goldberg
Phone
2486262400
Raw XML Appendix226 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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IRS990/BooksInCareOfDetail/PersonNm0STEVEN SATOVSKY
IRS990/BooksInCareOfDetail/PhoneNum02486428500
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IRS990/Desc0TO PROVIDE FUNDING FOR AN EXPERIMENTAL MEDICAL PROCEDURE FOR AN INDIVIDUAL WITH CANCER AT A HOSPITAL.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm2LAURA YAUCK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0RAISE FUNDS FOR BONE MARROW TRANSPLANTS AND EDUCATION OF BONE MARROW DONATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03997
IRS990/NetAssetsOrFundBalancesEOYAmt03722
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STEVEN SATOVSKY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0500
IRS990/PYRevenuesLessExpensesAmt0-500
IRS990/PYTotalExpensesAmt0500
IRS990/ReconcilationRevenueExpnssAmt0-275
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/Total509Grp/TotalAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/SchoolOperatingInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalAssetsBOYAmt03997
IRS990/TotalAssetsEOYAmt03997
IRS990/TotalAssetsGrp/BOYAmt03997
IRS990/TotalAssetsGrp/EOYAmt03997
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN SATOVSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02486428500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEVERLY HILLS PHOEBE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BEVE
ReturnHeader/Filer/EIN0383274911
ReturnHeader/Filer/PhoneNum02486428500
ReturnHeader/Filer/USAddress/AddressLine1Txt031555 SOUTHFIELD RD
ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
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ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:21:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382622626
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031150 NORTHWESTERN HIGHWAY SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0483342573
ReturnHeader/PreparerPersonGrp/PhoneNum02486262400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL GOLDBERG
ReturnHeader/ReturnTs02018-11-13T16:21:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,997
Liabilities
$275
Net assets
$3,722
Revenue
$0
Expenses
$275
Net income
-$275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$3,997$275$3,722$0$275$275
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,997$0$3,997$0$500$500
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,497$0$4,497$0$481$481
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,978$0$4,978$0$522$522
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5,500$0$5,500$0$467$467
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5,967$0$5,967$447
2011Summary only. Only limited summary data is available for this year.$6,414$0$6,414$0$1,736$1,736