Civic Intelligence

The Bernard Osher Foundation

990PF • Fiscal year 2015 • EIN 94-2506257

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 19, 2016

One Ferry Building No 255San Francisco, CA 94111

(415) 677-5922

Siviq Scores

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

Liabilities / Assets

37th percentile

0.07x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

82nd percentile

1.54x

Higher debt load relative to revenue than 82% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

1st percentile

-625%

Higher net margin than 1% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

70th percentile

$307,333

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

1st percentile

-36%

Faster asset growth than 1% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Down

$43,967,849

Down $24,689,300 (-36%) from 2014

Net Assets

Down

$40,958,490

Down $15,858,813 (-28%) from 2014

Liabilities

Down

$3,009,359

Down $8,830,487 (-75%) from 2014

Revenue

Down

$1,959,326

Down $65,825,287 (-97%) from 2014

Expenses

Down

$14,212,783

Down $11,809,858 (-45%) from 2014

Net Income

Down

-$12,253,457

Down $54,015,429 (-129%) from 2014

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $67,868,547Liabilities 2011: $24,971,6732011Assets 2012: $38,091,266Liabilities 2012: $13,159,7232012Assets 2013: $27,015,936Liabilities 2013: $6,802,6392013Assets 2014: $68,657,149Liabilities 2014: $11,839,846Net Assets 2014: $56,817,3032014Assets 2015: $43,967,849Liabilities 2015: $3,009,359Net Assets 2015: $40,958,4902015Assets 2016: $43,108,823Liabilities 2016: $1,830,985Net Assets 2016: $41,277,8382016Assets 2017: $43,824,263Liabilities 2017: $2,068,418Net Assets 2017: $41,755,8452017Assets 2018: $27,794,979Liabilities 2018: $1,659,552Net Assets 2018: $26,135,4272018Assets 2019: $42,514,211Liabilities 2019: $2,801,652Net Assets 2019: $39,712,5592019Assets 2020: $73,331,423Liabilities 2020: $3,626,690Net Assets 2020: $69,704,7332020Assets 2021: $47,238,965Liabilities 2021: $1,841,532Net Assets 2021: $45,397,4332021Assets 2022: $35,195,679Liabilities 2022: $3,767,113Net Assets 2022: $31,428,5662022Assets 2023: $31,589,307Liabilities 2023: $3,298,807Net Assets 2023: $28,290,5002023Assets 2024: $28,343,012Liabilities 2024: $8,438,615Net Assets 2024: $19,904,3972024

Highlighted filing

2015

Assets$43,967,849
Liabilities$3,009,359
Net Assets$40,958,490

Operations Trend

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

$100M$50M$0-$50M-$100MRevenue 2011: $396,236Expenses 2011: $51,966,919Net Income 2011: -$51,570,6832011Revenue 2012: -$237,222Expenses 2012: $26,000,676Net Income 2012: -$26,237,8982012Revenue 2013: $8,562,177Expenses 2013: $12,088,324Net Income 2013: -$3,526,1472013Revenue 2014: $67,784,613Expenses 2014: $26,022,641Net Income 2014: $41,761,9722014Revenue 2015: $1,959,326Expenses 2015: $14,212,783Net Income 2015: -$12,253,4572015Revenue 2016: $4,142,619Expenses 2016: $6,239,763Net Income 2016: -$2,097,1442016Revenue 2017: $3,989,947Expenses 2017: $5,596,037Net Income 2017: -$1,606,0902017Revenue 2018: $2,484,372Expenses 2018: $13,791,870Net Income 2018: -$11,307,4982018Revenue 2019: $31,913,446Expenses 2019: $10,180,555Net Income 2019: $21,732,8912019Revenue 2020: $37,325,910Expenses 2020: $8,625,810Net Income 2020: $28,700,1002020Revenue 2021: $743,749Expenses 2021: $26,103,146Net Income 2021: -$25,359,3972021Revenue 2022: $1,698,857Expenses 2022: $10,816,491Net Income 2022: -$9,117,6342022Revenue 2023: $9,368,016Expenses 2023: $13,004,006Net Income 2023: -$3,635,9902023Revenue 2024: $1,054,980Expenses 2024: $9,670,435Net Income 2024: -$8,615,4552024

Highlighted filing

2015

Revenue$1,959,326
Expenses$14,212,783
Net Income-$12,253,457
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 19, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY BITTERMANPresidentFT$283,333$24,000$307,333
THOMAS MOFFETTCFOFT$282,993$24,000$306,993
JEANIE HIROKANESecretaryFT$83,625$8,362$91,987
DAVID AGGERDirector-$800-$800
PHYLLIS COOKDirector-$800-$800
ROBERT FRIENDDirector-$800-$800
JOHN GALLODirector-$800-$800
JOHN PRITZKERDirector-$400-$400
LAURA LAUDERDirector-$400-$400
BARBRO OSHERChairman-$0--
BERNARD OSHERTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Bernard Osher Foundation
EIN
94-2506257
Phone
4156775922
Address
ONE FERRY BUILDING NO 255, SAN FRANCISCO, CA 94111

Signing Officer

Name
Tom Moffett
Title
CFO
Phone
4156775922
Signed
2016-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Wilson Markle Stuckey Hardesty & Bott
Address
101 LARKSPUR LANDING CIR STE 200, LARKSPUR, CA 94939-1750
Preparer
Donald R Wilson
Phone
4159251120
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0997984
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0761035
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt017585
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0172722
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01949326
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01949326
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt025130
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt030130
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0761035
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0370958
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0282993
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0653951
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt021455883
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt012847383
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04387
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0997984
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0997984
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12253457
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt016099370
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01997
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt017585
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0761035
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01336661
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt024082
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt011506
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt035588
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0225314
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0225314
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0146443
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0172722
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01240
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0157864
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0159104
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt088480
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt040510
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0128990
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt049670
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt052795
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt086785
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt022261778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0570798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt014212783
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01907459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01959326
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0805895
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0570798
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01365400
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt041151
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt041151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015266642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt171693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt089125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt123859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-71693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3612737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4107007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt089125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-71693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3612737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4107007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015355767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2612737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3107007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1EDGBASTON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JOHCM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MADISON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SCHAFER CULLEN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0761035
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12253457
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03607273
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01917
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt044565763
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt056817303
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt040958490
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02566102
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02566102
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02566102
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02592835
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt026733
IRS990PF/DistributableAmountGrp/TotalTaxAmt026733
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07928
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt034661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt026733
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07928
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt026733
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt026733
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt034661
IRS990PF/FMVAssetsEOYAmt043967849
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0293346
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt071359
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt068
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0151950
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0151950
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt011546500
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt02938000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt057904
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0117497
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt063980
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt059593
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt059593
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt018566
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt031052
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt031052
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt064449564
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt041191874
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt041191874
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt06766
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt011501

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.3$8.44$19.9$1.05$9.67$8.62
2023Detailed filing. Detailed filing data is available for this year.$31.6$3.30$28.3$9.37$13.0$3.64
2022Detailed filing. Detailed filing data is available for this year.$35.2$3.77$31.4$1.70$10.8$9.12
2021Detailed filing. Detailed filing data is available for this year.$47.2$1.84$45.4$0.74$26.1$25.4
2020Detailed filing. Detailed filing data is available for this year.$73.3$3.63$69.7$37.3$8.63$28.7
2019Detailed filing. Detailed filing data is available for this year.$42.5$2.80$39.7$31.9$10.2$21.7
2018Detailed filing. Detailed filing data is available for this year.$27.8$1.66$26.1$2.48$13.8$11.3
2017Detailed filing. Detailed filing data is available for this year.$43.8$2.07$41.8$3.99$5.60$1.61
2016Detailed filing. Detailed filing data is available for this year.$43.1$1.83$41.3$4.14$6.24$2.10
2015Detailed filing. Detailed filing data is available for this year.$44.0$3.01$41.0$1.96$14.2$12.3
2014Detailed filing. Detailed filing data is available for this year.$68.7$11.8$56.8$67.8$26.0$41.8
2013Summary only. Only limited summary data is available for this year.$27.0$6.80$8.56$12.1$3.53
2012Summary only. Only limited summary data is available for this year.$38.1$13.2$0.24$26.0$26.2
2011Summary only. Only limited summary data is available for this year.$67.9$25.0$0.40$52.0$51.6
Peer Organizations

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