Civic Intelligence

Elizabeth E Bettelheim Family Foundation

990PF • Fiscal year 2017 • EIN 46-2041014

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

30 Rincon RoadKensington, CA 94707-1026

(510) 528-5166

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

56th percentile

$51,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

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

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

30049%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$4,883,197

Up $556,342 (+13%) from 2016

Net Assets

Up

$4,883,197

Up $556,342 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$258,682

Up $257,824 (+30049%) from 2016

Expenses

Down

$288,737

Down $2,507 (-0.9%) from 2016

Net Income

Up

-$30,055

Up $260,331 (+90%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2013: $4,807,386Liabilities 2013: $02013Assets 2014: $4,710,984Liabilities 2014: $0Net Assets 2014: $4,710,9842014Assets 2015: $4,309,779Liabilities 2015: $0Net Assets 2015: $4,309,7792015Assets 2016: $4,326,855Liabilities 2016: $0Net Assets 2016: $4,326,8552016Assets 2017: $4,883,197Liabilities 2017: $0Net Assets 2017: $4,883,1972017Assets 2018: $4,164,102Liabilities 2018: $20,000Net Assets 2018: $4,144,1022018Assets 2019: $4,881,025Liabilities 2019: $0Net Assets 2019: $4,881,0252019Assets 2020: $5,119,516Liabilities 2020: $0Net Assets 2020: $5,119,5162020Assets 2021: $5,313,673Liabilities 2021: -$147Net Assets 2021: $5,313,8202021Assets 2022: $3,764,475Liabilities 2022: $12022Assets 2023: $4,128,347Liabilities 2023: $12023Assets 2024: $4,208,752Liabilities 2024: $0Net Assets 2024: $4,208,7522024

Highlighted filing

2017

Assets$4,883,197
Liabilities$0
Net Assets$4,883,197

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $4,800,865Expenses 2013: $108,875Net Income 2013: $4,691,9902013Revenue 2014: $123,341Expenses 2014: $219,043Net Income 2014: -$95,7022014Revenue 2015: $32,683Expenses 2015: $299,530Net Income 2015: -$266,8472015Revenue 2016: $858Expenses 2016: $291,244Net Income 2016: -$290,3862016Revenue 2017: $258,682Expenses 2017: $288,737Net Income 2017: -$30,0552017Revenue 2018: $335,553Expenses 2018: $304,485Net Income 2018: $31,0682018Revenue 2019: $567,536Expenses 2019: $349,358Net Income 2019: $218,1782019Revenue 2020: $298,988Expenses 2020: $365,634Net Income 2020: -$66,6462020Revenue 2021: $790,290Expenses 2021: $582,034Net Income 2021: $208,2562021Revenue 2022: $108,324Expenses 2022: $586,660Net Income 2022: -$478,3362022Revenue 2023: $110,350Expenses 2023: $319,241Net Income 2023: -$208,8912023Revenue 2024: $320,289Expenses 2024: $431,641Net Income 2024: -$111,3522024

Highlighted filing

2017

Revenue$258,682
Expenses$288,737
Net Income-$30,055
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 24, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN E BETTELHEIMExecutive Director & TreasPT$51,000-$51,000
CARLA S CONDONPresident-$3,000-$3,000
SHARON O ROSSISecretary-$3,000-$3,000
CATHERINE C BRENTDirector-$3,000-$3,000
ANN M ONGERTHDirector-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Elizabeth E Bettelheim Family
EIN
46-2041014
Phone
5105285166
Address
30 RINCON ROAD, KENSINGTON, CA 94707-1026

Signing Officer

Name
Ann E Bettelheim
Title
Executive Director
Phone
5105285166
Signed
2018-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
2000 UNIVERSITY AVE STE 201, EAST PALO ALTO, CA 94303
Preparer
Tamara L Mcinerney
Phone
6508556800
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