Civic Intelligence

The Berthold Latz Foundation Inc

990PF • Fiscal year 2020 • EIN 94-3088084

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 02, 2020

Organization Profile
423 BroadwayMillbrae, CA 94030

(650) 589-5111

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

14th percentile

-54%

Higher net margin than 14% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-3.3%

Faster asset growth than 37% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

0.3%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$167,736

Down $5,699 (-3.3%) from 2019

Net Assets

Down

$167,736

Down $5,699 (-3.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin14th percentile

Revenue

Up

$10,475

Up $35 (+0.3%) from 2019

Expenses

Down

$16,174

Down $15,838 (-49%) from 2019

Net Income

Up

-$5,699

Up $15,873 (+74%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$400K$300K$200K$100K$0Assets 2012: $362,936Liabilities 2012: $5852012Assets 2013: $344,748Liabilities 2013: $609Net Assets 2013: $344,1392013Assets 2014: $340,801Liabilities 2014: $609Net Assets 2014: $340,1922014Assets 2015: $321,241Liabilities 2015: $605Net Assets 2015: $320,6362015Assets 2016: $281,772Liabilities 2016: $605Net Assets 2016: $281,1672016Assets 2017: $254,419Liabilities 2017: $605Net Assets 2017: $253,8142017Assets 2018: $195,601Liabilities 2018: $594Net Assets 2018: $195,0072018Assets 2019: $173,435Liabilities 2019: $0Net Assets 2019: $173,4352019Assets 2020: $167,736Liabilities 2020: $0Net Assets 2020: $167,7362020Assets 2021: $163,120Liabilities 2021: $0Net Assets 2021: $163,1202021

Highlighted filing

2020

Assets$167,736
Liabilities$0
Net Assets$167,736
Open 2020 Filing

Operations Trend

Revenue Growth65th percentile

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

$50K$0-$50K-$100KRevenue 2012: -$555Expenses 2012: $26,733Net Income 2012: -$27,2882012Expenses 2013: $29,6192013Revenue 2014: $25,100Expenses 2014: $29,047Net Income 2014: -$3,9472014Revenue 2015: $5,795Expenses 2015: $25,351Net Income 2015: -$19,5562015Revenue 2016: -$2,506Expenses 2016: $36,963Net Income 2016: -$39,4692016Revenue 2017: -$4,817Expenses 2017: $22,536Net Income 2017: -$27,3532017Revenue 2018: -$32,197Expenses 2018: $26,610Net Income 2018: -$58,8072018Revenue 2019: $10,440Expenses 2019: $32,012Net Income 2019: -$21,5722019Revenue 2020: $10,475Expenses 2020: $16,174Net Income 2020: -$5,6992020Revenue 2021: $9,055Expenses 2021: $13,671Net Income 2021: -$4,6162021

Highlighted filing

2020

Revenue$10,475
Expenses$16,174
Net Income-$5,699
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MILTON JACOBSCEO, CFO-$0--
SONJA JOHNSON-BUNNELLSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERALN/ABURLINGAME, CA, US$1,627
Paid Grant-GENERALN/ASAN FRANCISCO, CA, US$760
Paid Grant-GENERALN/ASAN FRANCISCO, CA, US$440
Paid Grant-GENERALN/AAUSTIN, TX, US$250
Filing and Contact Details

Filer

Filer Name
The Berthold Latz Foundation Inc
EIN
94-3088084
Phone
6505895111
Address
423 BROADWAY, MILLBRAE, CA 94030

Signing Officer

Name
Milton Jacobs
Title
CEO, CFO
Signed
2020-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Marissa C Smith
Address
4306 Geary Blvd ste 301, San Francisco, CA 94118
Preparer
Marissa C Smith Esq
Phone
4157424177
Raw XML Appendix331 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FRIENDS OF IDF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PENINSULA TEMPLE SHOLUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2LOVE HOPE STRENGTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SINAI MEMORIAL CHAPEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0870 MARKET ST SUITE 872
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11655 SEBASTIAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 341258
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31501 DIVISADERO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BURLINGAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278734
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394115
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03077
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/AppliedToCurrentYearAmt06349
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02474
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05534
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01504
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02474
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011561
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05534
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02642
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014071
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06349
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033808
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036282
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt179
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt24
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt180
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt062
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1318
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt217
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02752
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0688
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11530
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0688
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11530
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt168
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt117
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt117
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MILTON JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO, CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERTHOLD LATZ FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0943088084
ReturnHeader/Filer/PhoneNum06505895111
ReturnHeader/Filer/USAddress/AddressLine1Txt0423 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0MILLBRAE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452235842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marissa C Smith
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04306 Geary Blvd ste 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094118
ReturnHeader/PreparerPersonGrp/PhoneNum04157424177
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marissa C Smith Esq
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-02T12:58:45-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$167,736
Liabilities
$0
Net assets
$167,736
Revenue
$10,475
Expenses
$16,174
Net income
-$5,699
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.09$0.14$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.10$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.10$0.32$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.01$1.95$0.32$0.27$0.59
2017Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.54$0.05$0.23$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.01$2.81$0.03$0.37$0.39
2015Detailed filing. Detailed filing data is available for this year.$3.21$0.01$3.21$0.06$0.25$0.20
2014Detailed filing. Detailed filing data is available for this year.$3.41$0.01$3.40$0.25$0.29$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.45$0.01$3.44$0.30
2012Summary only. Only limited summary data is available for this year.$3.63$0.01$0.01$0.27$0.27