Civic Intelligence

Bernard C & Serenea G Taylor Family Foundation Inc

990PF • Fiscal year 2016 • EIN 77-0572245

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
2613 6th Street Unit CSanta Monica, CA 90405

(310) 396-0361

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-1984%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.3%

Faster asset growth than 33% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

109%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$150,278

Down $10,116 (-6.3%) from 2015

Net Assets

Down

$150,278

Down $10,116 (-6.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Up

$510

Up $266 (+109%) from 2015

Expenses

Up

$10,626

Up $4,392 (+70%) from 2015

Net Income

Down

-$10,116

Down $4,126 (-69%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$300K$200K$100K$0Assets 2010: $222,381Liabilities 2010: $27,0002010Assets 2011: $212,073Liabilities 2011: $02011Assets 2012: $199,119Liabilities 2012: $02012Assets 2013: $183,659Liabilities 2013: $02013Assets 2014: $166,384Liabilities 2014: $0Net Assets 2014: $166,3842014Assets 2015: $160,394Liabilities 2015: $0Net Assets 2015: $160,3942015Assets 2016: $150,278Liabilities 2016: $0Net Assets 2016: $150,2782016Assets 2017: $139,902Liabilities 2017: $0Net Assets 2017: $139,9022017Assets 2018: $127,149Liabilities 2018: $0Net Assets 2018: $127,1492018Assets 2019: $123,703Liabilities 2019: $0Net Assets 2019: $123,7032019Assets 2020: $118,876Liabilities 2020: $0Net Assets 2020: $118,8762020Assets 2021: $130,693Liabilities 2021: $0Net Assets 2021: $130,6932021Assets 2022: $130,628Liabilities 2022: $0Net Assets 2022: $130,6282022Assets 2023: $115,479Liabilities 2023: $0Net Assets 2023: $115,4792023Assets 2024: $103,782Liabilities 2024: $0Net Assets 2024: $103,7822024

Highlighted filing

2016

Assets$150,278
Liabilities$0
Net Assets$150,278
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $128,833Expenses 2010: $8,601Net Income 2010: $120,2322010Revenue 2011: $27,691Expenses 2011: $10,999Net Income 2011: $16,6922011Revenue 2012: $2Expenses 2012: $12,956Net Income 2012: -$12,9542012Revenue 2013: $13Expenses 2013: $15,473Net Income 2013: -$15,4602013Revenue 2014: $73Expenses 2014: $17,348Net Income 2014: -$17,2752014Revenue 2015: $244Expenses 2015: $6,234Net Income 2015: -$5,9902015Revenue 2016: $510Expenses 2016: $10,626Net Income 2016: -$10,1162016Revenue 2017: $725Expenses 2017: $11,101Net Income 2017: -$10,3762017Revenue 2018: $1,477Expenses 2018: $14,230Net Income 2018: -$12,7532018Revenue 2019: $6,119Expenses 2019: $9,565Net Income 2019: -$3,4462019Revenue 2020: $6,787Expenses 2020: $11,614Net Income 2020: -$4,8272020Revenue 2021: $18,812Expenses 2021: $6,995Net Income 2021: $11,8172021Revenue 2022: $435Expenses 2022: $500Net Income 2022: -$652022Revenue 2023: -$7,443Expenses 2023: $7,706Net Income 2023: -$15,1492023Revenue 2024: $21,091Expenses 2024: $32,788Net Income 2024: -$11,6972024

Highlighted filing

2016

Revenue$510
Expenses$10,626
Net Income-$10,116
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONNIE TAYLOR LOCKHARTCEO & CFO-$0--
JAYNIE K FOX RILEYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Bernard C & Serenea G Taylor
EIN
77-0572245
Phone
3103960361
Address
2613 6TH STREET UNIT C, SANTA MONICA, CA 90405

Signing Officer

Name
Connie Taylor Lockhart
Title
CEO & CFO
Phone
3103960361
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Radakovich Shaw & Blythe Llp
Address
3220 S HIGUERA ST STE 201, SAN LUIS OBISPO, CA 93401
Preparer
Ashley a Woodring CPA
Phone
8055441557
Raw XML Appendix297 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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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt092018
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt055839
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04500
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT ANIMAL WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ROSS MINORITY PROGRAM IN REAL ESTATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROVIDE MEALS TO ELDERLY & DISABLED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT HOSPICE CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT BLIND & VISUALLY IMPAIRED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BEST FRIENDS ANIMAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MICHAEL J FOX FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF SOUTHERN CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MEALS ON WHEELS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 4777
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2UNIVERSITY PARK CAMPUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3900 HILGARD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt417876 ST CLAIR AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5184 SHAW DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610920 WILSHIRE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0ADM 160 MC 4017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE 1400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KANAB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5KENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290089
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd444110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd544240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04500
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/AppliedToCurrentYearAmt04500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07578
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03078
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03704
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01237
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03078
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02903
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02903
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02903
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05981
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt0114
TaxesSchedule/TaxesDetail/Amt12
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0114
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE TAYLOR LOCKHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03103960361
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD C & SERENEA G TAYLOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0770572245
ReturnHeader/Filer/PhoneNum03103960361
ReturnHeader/Filer/USAddress/AddressLine1Txt02613 6TH STREET UNIT C
ReturnHeader/Filer/USAddress/CityNm0SANTA MONICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090405
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06710B574112976972007C7212FAC2E79B401B829
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D406761E66318E733A27A0D55FEF03FBC8100292
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270039022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RADAKOVICH SHAW & BLYTHE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03220 S HIGUERA ST STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055441557
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY A WOODRING CPA
ReturnHeader/ReturnTs02017-10-31T14:24:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,278
Liabilities
$0
Net assets
$150,278
Revenue
$510
Expenses
$10,626
Net income
-$10,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.21$0.33$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.07$0.08$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.00$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.19$0.07$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.07$0.12$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.06$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.01$0.14$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.01$0.11$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.01$0.11$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.00$0.06$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.00$0.17$0.17
2013Summary only. Only limited summary data is available for this year.$1.84$0.00$0.00$0.15$0.15
2012Summary only. Only limited summary data is available for this year.$1.99$0.00$0.00$0.13$0.13
2011Summary only. Only limited summary data is available for this year.$2.12$0.00$0.28$0.11$0.17
2010Summary only. Only limited summary data is available for this year.$2.22$0.27$1.29$0.09$1.20