Civic Intelligence

Robert and Joan Behlman Family Foundation

990PF • Fiscal year 2012 • EIN 77-0537577

Jan 01, 2012 to Dec 31, 2012 • Filed on May 07, 2013

81065 Shinnecock Hills92253-8770
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

Asset Growth

39th percentile

-3.2%

Faster asset growth than 39% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$49,709

Down $1,668 (-3.2%) from 2011

Net Assets

$49,709

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$4,001

Down $531 (-12%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $51,377Liabilities 2011: $02011Assets 2012: $49,709Liabilities 2012: $0Net Assets 2012: $49,7092012Assets 2013: $47,863Liabilities 2013: $0Net Assets 2013: $47,8632013Assets 2014: $45,938Liabilities 2014: $0Net Assets 2014: $45,9382014Assets 2015: $43,301Liabilities 2015: $0Net Assets 2015: $43,3012015Assets 2016: $42,170Liabilities 2016: $0Net Assets 2016: $42,1702016Assets 2017: $40,751Liabilities 2017: $0Net Assets 2017: $40,7512017Assets 2018: $39,429Liabilities 2018: $0Net Assets 2018: $39,4292018Assets 2019: $38,171Liabilities 2019: $0Net Assets 2019: $38,1712019Assets 2020: $36,928Liabilities 2020: $0Net Assets 2020: $36,9282020Assets 2021: $36,176Liabilities 2021: $0Net Assets 2021: $36,1762021Assets 2022: $35,106Liabilities 2022: $0Net Assets 2022: $35,1062022Assets 2023: $34,312Liabilities 2023: $0Net Assets 2023: $34,3122023Assets 2024: $34,021Liabilities 2024: $0Net Assets 2024: $34,0212024

Highlighted filing

2012

Assets$49,709
Liabilities$0
Net Assets$49,709

Operations Trend

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2011: $2,374Expenses 2011: $4,532Net Income 2011: -$2,1582011Expenses 2012: $4,0012012Revenue 2013: $2,137Expenses 2013: $3,983Net Income 2013: -$1,8462013Revenue 2014: $2,855Expenses 2014: $4,780Net Income 2014: -$1,9252014Revenue 2015: $2,134Expenses 2015: $4,771Net Income 2015: -$2,6372015Revenue 2016: $2,650Expenses 2016: $3,781Net Income 2016: -$1,1312016Revenue 2017: $3,371Expenses 2017: $4,789Net Income 2017: -$1,4182017Revenue 2018: $3,469Expenses 2018: $4,791Net Income 2018: -$1,3222018Revenue 2019: $3,348Expenses 2019: $4,606Net Income 2019: -$1,2582019Revenue 2020: $2,970Expenses 2020: $4,214Net Income 2020: -$1,2442020Revenue 2021: $3,711Expenses 2021: $4,463Net Income 2021: -$7522021Revenue 2022: $3,400Expenses 2022: $4,470Net Income 2022: -$1,0702022Revenue 2023: $3,719Expenses 2023: $4,513Net Income 2023: -$7942023Revenue 2024: $4,766Expenses 2024: $5,057Net Income 2024: -$2912024

Highlighted filing

2012

Revenue-
Expenses$4,001
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 7, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G BEHLMANChairman-$0--
JOAN BEHLMANSecretary-$0--
CHERI A BEHLMANCFO-$0--
DEBRA M BEHLMANVP-$0--
JEFFREY A BEHLMANVP-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEISENHOWER LUCY CURCI CANCER CENTERSUPPORT FOR CANCER TREATMENT-RANCHO MIRAGE, CA, US$1,000
Paid GrantCOACHELLA VALLEY RESCUE MISSIONFOOD, CLOTHING, SHELTER FOR THE NEEDY-COACHELLA, CA, US$500
Paid GrantFISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATIONSUPPORT FOR ALZHEIMER'S DISEASE RESEARCH-NEW YORK, NY, US$500
Paid GrantNAVY SEAL FOUNDATIONSUPPORT FOR THE NAVAL SPECIAL WARFARE COMMUNITY AND THEIR FAMILIES-VIRGINIA BEACH, VA, US$500
Filing and Contact Details

Filer

EIN
77-0537577
Raw XML Appendix366 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROBERT G BEHLMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOAN BEHLMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CHERI A BEHLMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3DEBRA M BEHLMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JEFFREY A BEHLMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CHAIRMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1081065 SHINNECOCK HILLS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1181065 SHINNECOCK HILLS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1281065 SHINNECOCK HILLS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1381065 SHINNECOCK HILLS
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IRS990PF/SupplementaryInformation/ContributingManager0ROBERT G BEHLMAN
IRS990PF/SupplementaryInformation/ContributingManager1JOAN BEHLMAN
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0FOOD, CLOTHING, SHELTER FOR THE NEEDY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SUPPORT FOR CANCER TREATMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SUPPORT FOR ALZHEIMER'S DISEASE RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SUPPORT FOR THE NAVAL SPECIAL WARFARE COMMUNITY AND THEIR FAMILIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10COACHELLA VALLEY RESCUE MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11EISENHOWER LUCY CURCI CANCER CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13NAVY SEAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101398 6TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1139000 BOB HOPE DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12ONE INTREPID SQUARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131619 D STREET BLDG 5326
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0COACHELLA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1RANCHO MIRAGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3VIRGINIA BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode092236
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode192270
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode210036
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode323459
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear02500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0377
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear102123
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted02728
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions02500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY02351
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear02123
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/Description0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0371
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0371
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/AdjustedNetIncome10
TaxesSchedule/Taxes/AdjustedNetIncome20
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Amount15
TaxesSchedule/Taxes/Amount220
TaxesSchedule/Taxes/Category0FRANCHISE TAX BOARD
TaxesSchedule/Taxes/Category1FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category2OTHER TAXES & FEES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome010
TaxesSchedule/Taxes/NetInvestmentIncome15
TaxesSchedule/Taxes/NetInvestmentIncome220
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0770537577
ReturnHeader/Filer/Name/BusinessNameLine10ROBERT AND JOAN BEHLMAN FOUNDATION
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone07607715691
ReturnHeader/Filer/USAddress/AddressLine1081065 SHINNECOCK HILLS
ReturnHeader/Filer/USAddress/City0LA QUINTA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0922538770
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-07
ReturnHeader/Officer/Name0ROBERT BEHLMAN
ReturnHeader/Officer/Phone07607715691
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-05-07
ReturnHeader/PreparerFirm/EIN0942847272
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DELUCCHI HAWN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10333 W SANTA CLARA ST STE 750
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN JOSE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0951131716
ReturnHeader/Preparer/Name0NICHOLAS G STREIT
ReturnHeader/Preparer/Phone04082862200
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-08T17:15:30-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$4.77$5.06$0.29
2023Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$3.72$4.51$0.79
2022Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$3.40$4.47$1.07
2021Detailed filing. Detailed filing data is available for this year.$36.2$0.00$36.2$3.71$4.46$0.75
2020Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$2.97$4.21$1.24
2019Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$3.35$4.61$1.26
2018Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$3.47$4.79$1.32
2017Detailed filing. Detailed filing data is available for this year.$40.8$0.00$40.8$3.37$4.79$1.42
2016Detailed filing. Detailed filing data is available for this year.$42.2$0.00$42.2$2.65$3.78$1.13
2015Detailed filing. Detailed filing data is available for this year.$43.3$0.00$43.3$2.13$4.77$2.64
2014Detailed filing. Detailed filing data is available for this year.$45.9$0.00$45.9$2.86$4.78$1.93
2013Detailed filing. Detailed filing data is available for this year.$47.9$0.00$47.9$2.14$3.98$1.85
2012Detailed filing. Detailed filing data is available for this year.$49.7$0.00$49.7$4.00
2011Summary only. Only limited summary data is available for this year.$51.4$0.00$2.37$4.53$2.16