Civic Intelligence

The Berthold Latz Foundation Inc

990PF • Fiscal year 2021 • EIN 94-3088084

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 2021

Organization Profile
423 Broadway 706Millbrae, 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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

13th percentile

-51%

Higher net margin than 13% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

35th percentile

-2.8%

Faster asset growth than 35% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-14%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$163,120

Down $4,616 (-2.8%) from 2020

Net Assets

Down

$163,120

Down $4,616 (-2.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Down

$9,055

Down $1,420 (-14%) from 2020

Expenses

Down

$13,671

Down $2,503 (-15%) from 2020

Net Income

Up

-$4,616

Up $1,083 (+19%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2021

Assets$163,120
Liabilities$0
Net Assets$163,120
Open 2021 Filing

Operations Trend

Revenue Growth34th 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

2021

Revenue$9,055
Expenses$13,671
Net Income-$4,616
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MILTON JACOBSCEO, CFO-$0--
SONJA JOHNSON-BUNNELLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Berthold Latz Foundation Inc
EIN
94-3088084
Phone
6505895111
Address
423 BROADWAY 706, MILLBRAE, CA 94030

Signing Officer

Name
Milton Jacobs
Title
CEO, CFO
Signed
2021-11-10
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 Appendix287 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MILTON JACOBS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO, CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1558
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt214
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4-17
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02708
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0677
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11530
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0677
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11530
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/Amt1144
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt07
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt136
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt136
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MILTON JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO, CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERTHOLD LATZ FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0943088084
ReturnHeader/Filer/PhoneNum06505895111
ReturnHeader/Filer/USAddress/AddressLine1Txt0423 BROADWAY 706
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/ReturnTs02021-11-15T10:49:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MILTON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACOBS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$163,120
Liabilities
$0
Net assets
$163,120
Revenue
$9,055
Expenses
$13,671
Net income
-$4,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.09$0.14$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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