Civic Intelligence

The Max Erlich and Melba Erlich Charitable Foundation

990PF • Fiscal year 2017 • EIN 43-1879298

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 22, 2018

14805 North Outer Forty RdChesterfield, MO 63017

(314) 889-4862

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

6th percentile

-69%

Higher net margin than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

66th percentile

8.1%

Faster asset growth than 66% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Assets

Up

$2,747,746

Up $397,123 (+17%) from 2015

Net Assets

Up

$2,747,746

Up $397,123 (+17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$114,951

Up $22,301 (+24%) from 2015

Expenses

Up

$194,108

Up $12,824 (+7.1%) from 2015

Net Income

Up

-$79,157

Up $9,477 (+11%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,245,342Liabilities 2011: $02011Assets 2012: $2,335,644Liabilities 2012: $12012Assets 2013: $2,447,129Liabilities 2013: $0Net Assets 2013: $2,447,1292013Assets 2014: $2,482,223Liabilities 2014: $12014Assets 2015: $2,350,623Liabilities 2015: $0Net Assets 2015: $2,350,6232015Assets 2017: $2,747,746Liabilities 2017: $0Net Assets 2017: $2,747,7462017Assets 2018: $2,432,069Liabilities 2018: $0Net Assets 2018: $2,432,0692018Assets 2019: $2,655,729Liabilities 2019: $0Net Assets 2019: $2,655,7292019Assets 2020: $2,734,552Liabilities 2020: $12020Assets 2021: $2,941,105Liabilities 2021: $12021Assets 2022: $2,466,928Liabilities 2022: $0Net Assets 2022: $2,466,9282022Assets 2023: $2,528,616Liabilities 2023: $12023Assets 2024: $2,818,405Liabilities 2024: $0Net Assets 2024: $2,818,4052024

Highlighted filing

2017

Assets$2,747,746
Liabilities$0
Net Assets$2,747,746

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $103,090Expenses 2011: $123,561Net Income 2011: -$20,4712011Revenue 2012: $205,698Expenses 2012: $198,540Net Income 2012: $7,1582012Revenue 2013: $122,325Expenses 2013: $159,344Net Income 2013: -$37,0192013Revenue 2014: $97,128Expenses 2014: $171,374Net Income 2014: -$74,2462014Revenue 2015: $92,650Expenses 2015: $181,284Net Income 2015: -$88,6342015Revenue 2017: $114,951Expenses 2017: $194,108Net Income 2017: -$79,1572017Revenue 2018: $192,265Expenses 2018: $198,558Net Income 2018: -$6,2932018Revenue 2019: $141,651Expenses 2019: $196,493Net Income 2019: -$54,8422019Revenue 2020: $184,116Expenses 2020: $176,831Net Income 2020: $7,2852020Revenue 2021: $256,140Expenses 2021: $218,891Net Income 2021: $37,2492021Revenue 2022: $42,811Expenses 2022: $197,252Net Income 2022: -$154,4412022Revenue 2023: $194,866Expenses 2023: $188,314Net Income 2023: $6,5522023Revenue 2024: $63,768Expenses 2024: $97,627Net Income 2024: -$33,8592024

Highlighted filing

2017

Revenue$114,951
Expenses$194,108
Net Income-$79,157
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 22, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen Billings BlumeyerTrusteePT$12,548-$12,548
Reed WernickTrustee-$0--
Brian PearlTrustee-$0--
Samuel Todd KatzTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Max Erlich and Melba Erlich
EIN
43-1879298
Phone
3148894862
Address
14805 North Outer Forty Rd, Chesterfield, MO 63017

Signing Officer

Name
Karen Billings Blumeyer
Title
Trustee
Signed
2018-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Striegel Knobloch & Company LLC CPAs
Address
115 W Jefferson Suite 200, Bloomington, IL 61701-3946
Preparer
Dennis K Knobloch
Phone
3098294303
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Karen Billings Blumeyer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Reed Wernick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Brian Pearl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Samuel Todd Katz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0249 N Kirkwood Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15000 K Avenue Apt 3325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2213 South 30th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33478 Gregory Ct
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0St Louis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Plano
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2West Des Moines
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3San Luis Obispo
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0105150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0122000
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0123000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0165124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.07153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02715921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02413437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02431309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02465204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02426733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02308635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0130928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.271250
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0130928
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0130928
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0130928
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0249 N Kirkwood
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0St Louis
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063122
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Karen Billings Blumeyer
IRS990PF/StatementsRegardingActyGrp/PhoneNum03148894862
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0YouthBridge Community Foundation
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0YouthBridge Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012977 North Forty Drive Ste 368
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0St Louis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063141
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0130000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt0130928
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0134516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01444
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03588
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02398
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01414
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0984
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130928
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02398
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05986
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02008
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Dividend Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02040
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02040
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0267
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0267
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt049765
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt049765
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/CategoryTxt0Net Investment Tax - 2016
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Billings Blumeyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Max Erlich and Melba Erlich

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.06$0.10$0.03
2023Summary only. Only limited summary data is available for this year.$2.53$0.00$0.19$0.19$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.04$0.20$0.15
2021Summary only. Only limited summary data is available for this year.$2.94$0.00$0.26$0.22$0.04
2020Summary only. Only limited summary data is available for this year.$2.73$0.00$0.18$0.18$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.14$0.20$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.19$0.20$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.11$0.19$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.09$0.18$0.09
2014Summary only. Only limited summary data is available for this year.$2.48$0.00$0.10$0.17$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.12$0.16$0.04
2012Summary only. Only limited summary data is available for this year.$2.34$0.00$0.21$0.20$0.01
2011Summary only. Only limited summary data is available for this year.$2.25$0.00$0.10$0.12$0.02