Civic Intelligence

Albert and Elaine Borchard Foundation Inc.

990PF • Fiscal year 2018 • EIN 95-3294377

Aug 01, 2017 to Jul 31, 2018 • Filed on Jun 13, 2019

2550 North Hollywood Way No 205Burbank, CA 91505

(818) 888-2871

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

81st percentile

32%

Higher net margin than 81% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

25th percentile

$49,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

57th percentile

3.3%

Faster asset growth than 57% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2016 to 2018

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2016 to 2018

Assets

Up

$18,376,704

Up $1,142,690 (+6.6%) from 2016

Net Assets

$18,376,704

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$3,056,261

Up $937,905 (+44%) from 2016

Expenses

Up

$2,087,851

Up $85,609 (+4.3%) from 2016

Net Income

Up

$968,410

Up $852,296 (+734%) from 2016

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $10,150,768Liabilities 2011: $02011Assets 2012: $10,121,897Liabilities 2012: $02012Assets 2013: $10,184,331Liabilities 2013: $02013Assets 2014: $10,337,435Liabilities 2014: $02014Assets 2015: $17,113,065Liabilities 2015: $02015Assets 2016: $17,234,014Liabilities 2016: $02016Assets 2018: $18,376,704Liabilities 2018: $0Net Assets 2018: $18,376,7042018Assets 2019: $18,708,719Liabilities 2019: $217,077Net Assets 2019: $18,491,6422019Assets 2020: $18,443,543Liabilities 2020: $137,3182020Assets 2021: $18,033,943Liabilities 2021: $229,764Net Assets 2021: $17,804,1792021Assets 2022: $18,017,270Liabilities 2022: $229,764Net Assets 2022: $17,787,5062022Assets 2023: $17,773,033Liabilities 2023: $229,7642023Assets 2024: $18,275,989Liabilities 2024: $231,5032024Assets 2025: $17,714,924Liabilities 2025: $231,503Net Assets 2025: $17,483,4212025

Highlighted filing

2018

Assets$18,376,704
Liabilities$0
Net Assets$18,376,704

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,930,670Expenses 2011: $1,967,789Net Income 2011: -$37,1192011Revenue 2012: $1,950,838Expenses 2012: $1,976,583Net Income 2012: -$25,7452012Revenue 2013: $1,962,631Expenses 2013: $1,858,261Net Income 2013: $104,3702013Revenue 2014: $1,967,164Expenses 2014: $1,817,493Net Income 2014: $149,6712014Revenue 2015: $4,497,610Expenses 2015: $2,041,576Net Income 2015: $2,456,0342015Revenue 2016: $2,118,356Expenses 2016: $2,002,242Net Income 2016: $116,1142016Revenue 2018: $3,056,261Expenses 2018: $2,087,851Net Income 2018: $968,4102018Revenue 2019: $2,675,102Expenses 2019: $2,560,164Net Income 2019: $114,9382019Revenue 2020: $1,951,277Expenses 2020: $2,181,102Net Income 2020: -$229,8252020Revenue 2021: $2,618,770Expenses 2021: $3,119,237Net Income 2021: -$500,4672021Revenue 2022: $3,869,342Expenses 2022: $3,903,629Net Income 2022: -$34,2872022Revenue 2023: $4,040,113Expenses 2023: $4,290,235Net Income 2023: -$250,1222023Revenue 2024: $3,870,521Expenses 2024: $3,382,549Net Income 2024: $487,9722024Revenue 2025: $3,162,670Expenses 2025: $3,725,795Net Income 2025: -$563,1252025

Highlighted filing

2018

Revenue$3,056,261
Expenses$2,087,851
Net Income$968,410
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jun 13, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KERRY HANNAWELLCFOPT$49,000-$49,000
JANNA BELINGDirector, Exec, Vice PresidentPT$39,042$4,495$43,537
KRISTEN BELINGDirectorPT$28,625$6,227$34,852
MICHAEL SPURGEONDirector, Exec, Vice PresidentPT$26,544$2,401$28,945
EDWARD D SPURGEONDirector/PresidentPT$26,750-$26,750
HEIDI GALKE AUG-DEC 2017Director, Secretary, CFOPT$22,500-$22,500
STEPHEN SPURGEONDirectorPT$14,833$363$15,196
Filing and Contact Details

Filer

Filer Name
Albert and Elaine Borchard
EIN
95-3294377
Phone
8188882871
Address
2550 NORTH HOLLYWOOD WAY NO 205, BURBANK, CA 91505

Signing Officer

Name
Janna Beling
Title
Executive Vice President
Phone
8188882871
Signed
2019-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
10990 WILSHIRE BLVD 16TH FLOOR, LOS ANGELES, CA 90024-3929
Preparer
Lizbeth G Nevarez
Phone
3108731600
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DepreciationSchedule/DepreciationPropertyGrp/Rt40.000000000000
DepreciationSchedule/DepreciationPropertyGrp/Rt50.000000000000
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03205137
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03210507
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt00
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt14394416
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt21198081
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt03347434
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt10
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt2192155
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1BUILDINGS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2BUILDING IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt03347434
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt14394416
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt21390236
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt03347434
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt113560830
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt2192155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03878825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1645000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN BALANCED FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD LIFESTRATEGY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03957315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1648217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0181995
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0786684
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0350878
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt01466561
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt024000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0GRANTS FUNDS RETURNED
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1LEGAL FEES - REAL ESTATE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2MISC. INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt033025
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt17185
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2594
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd201
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02850922
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02850922
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05960
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt017240
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt023200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt038383
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0786684
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt053253
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0154041
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0207294
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01293837
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01293837
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt063681
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt063681
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0181995
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0181995
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0968410
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt01671900
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt01671900
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08385369
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt038383
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0350878
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0350878
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0786684
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02404326
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt01466561
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt018926
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt054742
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt073668
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt011260
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt032573
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt043833
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt037835
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt088041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0125876
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt064804
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt015317
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt044305
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt059622
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0974
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt02771
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt03745
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0138820
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0173022
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt038383
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01442518
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0611131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02087851
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03015457
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03056261
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0148681
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0611131
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0794014
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05156
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt014917
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt020073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07598685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0695855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt478490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0695855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt478490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08294540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15370

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.7$0.23$17.5$3.16$3.73$0.56
2024Summary only. Only limited summary data is available for this year.$18.3$0.23$3.87$3.38$0.49
2023Summary only. Only limited summary data is available for this year.$17.8$0.23$4.04$4.29$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$0.23$17.8$3.87$3.90$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$0.23$17.8$2.62$3.12$0.50
2020Summary only. Only limited summary data is available for this year.$18.4$0.14$1.95$2.18$0.23
2019Detailed filing. Detailed filing data is available for this year.$18.7$0.22$18.5$2.68$2.56$0.11
2018Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$3.06$2.09$0.97
2016Summary only. Only limited summary data is available for this year.$17.2$0.00$2.12$2.00$0.12
2015Summary only. Only limited summary data is available for this year.$17.1$0.00$4.50$2.04$2.46
2014Summary only. Only limited summary data is available for this year.$10.3$0.00$1.97$1.82$0.15
2013Summary only. Only limited summary data is available for this year.$10.2$0.00$1.96$1.86$0.10
2012Summary only. Only limited summary data is available for this year.$10.1$0.00$1.95$1.98$0.03
2011Summary only. Only limited summary data is available for this year.$10.2$0.00$1.93$1.97$0.04