Civic Intelligence

The Mervyn L Brenner Foundation Inc

990PF • Fiscal year 2017 • EIN 94-6088679

Sep 01, 2016 to Aug 31, 2017 • Filed on Dec 04, 2017

30 Van Ness AvenueSan Francisco, CA 94102

(415) 421-4932

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

23rd percentile

-9.3%

Higher net margin than 23% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

32nd percentile

-1.5%

Faster asset growth than 32% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-15%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$4,013,001

Down $62,857 (-1.5%) from 2016

Net Assets

Down

$4,013,001

Down $62,857 (-1.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$676,297

Down $119,423 (-15%) from 2016

Expenses

Down

$739,154

Down $112,730 (-13%) from 2016

Net Income

Down

-$62,857

Down $6,693 (-12%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,853,782Liabilities 2012: $02012Assets 2013: $4,093,702Liabilities 2013: $02013Assets 2014: $4,068,074Liabilities 2014: $02014Assets 2015: $4,132,022Liabilities 2015: $0Net Assets 2015: $4,132,0222015Assets 2016: $4,075,858Liabilities 2016: $0Net Assets 2016: $4,075,8582016Assets 2017: $4,013,001Liabilities 2017: $0Net Assets 2017: $4,013,0012017Assets 2018: $4,207,958Liabilities 2018: $0Net Assets 2018: $4,207,9582018Assets 2019: $4,312,368Liabilities 2019: $0Net Assets 2019: $4,312,3682019Assets 2020: $4,070,604Liabilities 2020: $0Net Assets 2020: $4,070,6042020Assets 2021: $4,020,310Liabilities 2021: $0Net Assets 2021: $4,020,3102021Assets 2022: $3,963,248Liabilities 2022: $0Net Assets 2022: $3,963,2482022Assets 2023: $3,728,065Liabilities 2023: $0Net Assets 2023: $3,728,0652023Assets 2024: $3,432,769Liabilities 2024: $0Net Assets 2024: $3,432,7692024Assets 2025: $3,111,374Liabilities 2025: $0Net Assets 2025: $3,111,3742025

Highlighted filing

2017

Assets$4,013,001
Liabilities$0
Net Assets$4,013,001

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,124,517Expenses 2012: $1,113,645Net Income 2012: $10,8722012Revenue 2013: $1,283,500Expenses 2013: $1,043,580Net Income 2013: $239,9202013Revenue 2014: $1,202,558Expenses 2014: $1,228,186Net Income 2014: -$25,6282014Revenue 2015: $1,067,832Expenses 2015: $1,003,884Net Income 2015: $63,9482015Revenue 2016: $795,720Expenses 2016: $851,884Net Income 2016: -$56,1642016Revenue 2017: $676,297Expenses 2017: $739,154Net Income 2017: -$62,8572017Revenue 2018: $986,291Expenses 2018: $791,334Net Income 2018: $194,9572018Revenue 2019: $920,302Expenses 2019: $815,892Net Income 2019: $104,4102019Revenue 2020: $572,074Expenses 2020: $813,312Net Income 2020: -$241,2382020Revenue 2021: $805,028Expenses 2021: $855,322Net Income 2021: -$50,2942021Revenue 2022: $863,458Expenses 2022: $920,520Net Income 2022: -$57,0622022Revenue 2023: $668,116Expenses 2023: $903,299Net Income 2023: -$235,1832023Revenue 2024: $618,729Expenses 2024: $915,525Net Income 2024: -$296,7962024Revenue 2025: $660,499Expenses 2025: $981,894Net Income 2025: -$321,3952025

Highlighted filing

2017

Revenue$676,297
Expenses$739,154
Net Income-$62,857
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Dec 4, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert K TaylorTreasurer-$0--
Katherine BuksteinVP/Asst Sec-$0--
Ellen M KirkSecretary-$0--
Michael HelmsVice President-$0--
John R GentryPresident-$0--
Robert M GentryAsst Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Mervyn L Brenner Foundation Inc
EIN
94-6088679
Phone
4154214932
Address
30 Van Ness Avenue, San Francisco, CA 94102

Signing Officer

Name
John R Gentry
Title
President
Signed
2017-12-04
Discuss with paid preparer
Yes

Preparer

Firm
RK Taylor & Associates
Address
2890 North Main St Suite 305, Walnut Creek, CA 94597
Preparer
Robert K Taylor
Phone
9259447662
Raw XML Appendix352 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0* Mr. Taylor is a partner of the professional firm, RK Taylor & Associates, which received compensation for accounting services rendered to the Mervyn L. Brenner Foundation, Inc. ** Mr. John R. Gentry is a retired partner of the professional firm, Stewart and Patten Co., which received compensation for investment advisory services rendered to the Mervyn L. Brenner Foundation, Inc. ***Mr. Robert M. Gentry is a partner of the professional firm, Stewart and Patten Co., which received compensation for investment advisory services rendered to the Mervyn L. Brenner Foundation, Inc.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert K Taylor
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4John R Gentry
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Robert M Gentry
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4President
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0714641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.539644
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0714641
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0714641
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0714641
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt030 Van Ness Ave 3600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Francisco
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094102
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Mrs Shirley Costello
IRS990PF/StatementsRegardingActyGrp/PhoneNum04152521220
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0710100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0c/o 30 Van Ness Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0710100
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/AppliedToCurrentYearAmt0352447
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0352447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0455251
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0531442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0657930
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0498109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0624785
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0624785
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02504926
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0362194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0455251
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0531442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0657930
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0498109
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0714641
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0362194
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03129711
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02767517
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Mineral Interest
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01687950
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01392
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt12516
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2800
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Audit reimbursement
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Directors liability insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Office administrative fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1800
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2900
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01392
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12516
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01392
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12516
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt285
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4900
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0337590
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Oil Royalties
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0337590
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0337590
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt017050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017050
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John R Gentry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Mervyn L Brenner Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0MERV
ReturnHeader/Filer/EIN0946088679
ReturnHeader/Filer/PhoneNum04154214932
ReturnHeader/Filer/USAddress/AddressLine1Txt030 Van Ness Avenue
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094102
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RK Taylor & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02890 North Main St Suite 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094597
ReturnHeader/PreparerPersonGrp/PhoneNum09259447662
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert K Taylor
ReturnHeader/ReturnTs02017-12-06T13:28:09-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.66$0.98$0.32
2024Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.62$0.92$0.30
2023Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.67$0.90$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.86$0.92$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.81$0.86$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.57$0.81$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.92$0.82$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.99$0.79$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.68$0.74$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.80$0.85$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$1.07$1.00$0.06
2014Summary only. Only limited summary data is available for this year.$4.07$0.00$1.20$1.23$0.03
2013Summary only. Only limited summary data is available for this year.$4.09$0.00$1.28$1.04$0.24
2012Summary only. Only limited summary data is available for this year.$3.85$0.00$1.12$1.11$0.01