Civic Intelligence

Behavioral Medicine Research and Training Foundation

990EZ • Fiscal year 2021 • EIN 91-1948669

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization ProfileN/A
6576 Blue Mountain RdPort Angeles, WA 98362

(360) 452-5020

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

23rd percentile

-13%

Faster asset growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-13%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$87,647

Down $13,126 (-13%) from 2020

Net Assets

Down

$87,647

Down $13,126 (-13%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$65,680

Down $9,854 (-13%) from 2020

Expenses

Up

$78,806

Up $24,815 (+46%) from 2020

Net Income

Down

-$13,126

Down $34,669 (-161%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$150K$100K$50K$0Assets 2011: $71,014Liabilities 2011: $4522011Assets 2012: $65,176Liabilities 2012: $02012Assets 2013: $66,442Liabilities 2013: $1,2652013Assets 2018: $67,239Net Assets 2018: $67,2392018Assets 2019: $79,230Liabilities 2019: $0Net Assets 2019: $79,2302019Assets 2020: $100,773Liabilities 2020: $0Net Assets 2020: $100,7732020Assets 2021: $87,647Net Assets 2021: $87,6472021Assets 2022: $83,672Net Assets 2022: $83,6722022Assets 2023: $79,977Liabilities 2023: $02023

Highlighted filing

2021

Assets$87,647
Liabilities-
Net Assets$87,647
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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

$100K$50K$0-$50KRevenue 2011: $84,413Expenses 2011: $71,671Net Income 2011: $12,7422011Revenue 2012: $74,678Expenses 2012: $84,580Net Income 2012: -$9,9022012Revenue 2013: $54,069Expenses 2013: $65,130Net Income 2013: -$11,0612013Revenue 2018: $83,494Expenses 2018: $50,943Net Income 2018: $32,5512018Revenue 2019: $63,045Expenses 2019: $51,054Net Income 2019: $11,9912019Revenue 2020: $75,534Expenses 2020: $53,991Net Income 2020: $21,5432020Revenue 2021: $65,680Expenses 2021: $78,806Net Income 2021: -$13,1262021Revenue 2022: $47,069Expenses 2022: $51,045Net Income 2022: -$3,9762022Revenue 2023: $58,270Expenses 2023: $61,965Net Income 2023: -$3,6952023

Highlighted filing

2021

Revenue$65,680
Expenses$78,806
Net Income-$13,126
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Gross Receipts
$65,680
Mission and Program Overview

Mission

Support research and training in behavioral medicine

Program Services

DescriptionGrantsExpenses
EDUCATION AND RESEARCH IN BEHAVIORAL MEDICINE-$71,242
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD SHERMANPresidentPT$0--
CYNTHIA KERSONVice PresidePT$0--
BRIAN IMBERTreasurer-$0--
JERRY DEVOREDirector-$0--
ERIC WILLMARTHDirector-$0--
LINDA WALKERDirector-$0--
TIM SOBIEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Behavioral Medicine Research and
EIN
91-1948669
Phone
3604525020
Address
6576 BLUE MOUNTAIN RD, PORT ANGELES, WA 98362

Signing Officer

Name
Richard Sherman
Title
President
Phone
3604525020
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Olympic Tax & Business Consulting LLC
Address
572 N 5TH AVE, SEQUIM, WA 98382-3079
Preparer
Sherry Lacey CPA
Phone
3606928808
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 756 information technology 2,339 insurance 1,927 bank fees 1,234 state taxes 616 license 10 postage 47 student grants 1,699 testing 9,889 total 18,517”

Raw XML Appendix140 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD SHERMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum03604525020
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06576 BLUE MOUNTAIN RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT ANGELES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098362
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0100773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087647
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt065680
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13126
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt060289
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0100773
IRS990EZ/Form990TotalAssetsGrp/EOYAmt087647
IRS990EZ/GrossReceiptsAmt065680
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0100773
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087647
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0100773
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087647
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD SHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CYNTHIA KERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN IMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JERRY DEVORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIC WILLMARTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDA WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TIM SOBIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018517
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT RESEARCH AND TRAINING IN BEHAVIORAL MEDICINE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION AND RESEARCH IN BEHAVIORAL MEDICINE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071242
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078806
IRS990EZ/TotalProgramServiceExpensesAmt071242
IRS990EZ/TotalRevenueAmt065680
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt065680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt075534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt080400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040574
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0325224
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0325224
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040574
IRS990ScheduleA/Total509Grp/TotalAmt0325224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063036
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040574
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 756 INFORMATION TECHNOLOGY 2,339 INSURANCE 1,927 BANK FEES 1,234 STATE TAXES 616 LICENSE 10 POSTAGE 47 STUDENT GRANTS 1,699 TESTING 9,889 TOTAL 18,517
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD SHERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03604525020
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEHAVIORAL MEDICINE RESEARCH AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAINING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BEHA
ReturnHeader/Filer/EIN0911948669
ReturnHeader/Filer/PhoneNum03604525020
ReturnHeader/Filer/USAddress/AddressLine1Txt06576 BLUE MOUNTAIN RD
ReturnHeader/Filer/USAddress/CityNm0PORT ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098362
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464153109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLYMPIC TAX & BUSINESS CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0572 N 5TH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEQUIM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0983823079
ReturnHeader/PreparerPersonGrp/PhoneNum03606928808
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRY LACEY CPA
ReturnHeader/ReturnTs02022-05-16T18:50:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHERMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,647
Liabilities
-
Net assets
$87,647
Revenue
$65,680
Expenses
$78,806
Net income
-$13,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.80$0.00$0.58$0.62$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.84$0.47$0.51$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.66$0.79$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.76$0.54$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.63$0.51$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.67$0.83$0.51$0.33
2013Summary only. Only limited summary data is available for this year.$0.66$0.01$0.54$0.65$0.11
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$0.75$0.85$0.10
2011Summary only. Only limited summary data is available for this year.$0.71$0.00$0.84$0.72$0.13