Civic Intelligence

Boeckmann Charitable Foundation

990PF • Fiscal year 2015 • EIN 95-3806976

Dec 01, 2014 to Nov 30, 2015 • Filed on Feb 22, 2016

15505 Roscoe BlvdNorth Hills, CA 91343

(818) 787-3800

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

13th percentile

-39%

Higher net margin than 13% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

19th percentile

-18%

Faster asset growth than 19% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-74%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$378,544

Down $82,880 (-18%) from 2014

Net Assets

Down

$378,544

Down $82,880 (-18%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$213,066

Down $601,530 (-74%) from 2014

Expenses

Down

$295,946

Down $469,165 (-61%) from 2014

Net Income

Down

-$82,880

Down $132,365 (-267%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $318,596Liabilities 2011: $02011Assets 2012: $329,852Liabilities 2012: $0Net Assets 2012: $329,8522012Assets 2013: $416,571Liabilities 2013: $0Net Assets 2013: $416,5712013Assets 2014: $461,424Liabilities 2014: $0Net Assets 2014: $461,4242014Assets 2015: $378,544Liabilities 2015: $0Net Assets 2015: $378,5442015Assets 2016: $162,238Liabilities 2016: $0Net Assets 2016: $162,2382016Assets 2017: $94,649Liabilities 2017: $0Net Assets 2017: $94,6492017Assets 2018: $58,987Liabilities 2018: $0Net Assets 2018: $58,9872018Assets 2019: $170,945Liabilities 2019: $0Net Assets 2019: $170,9452019Assets 2020: $233,852Liabilities 2020: $0Net Assets 2020: $233,8522020Assets 2021: $1,133,470Liabilities 2021: $0Net Assets 2021: $1,133,4702021Assets 2022: $1,049,350Liabilities 2022: $0Net Assets 2022: $1,049,3502022Assets 2023: $3,960,383Liabilities 2023: $0Net Assets 2023: $3,960,3832023Assets 2024: $3,742,436Liabilities 2024: $0Net Assets 2024: $3,742,4362024

Highlighted filing

2015

Assets$378,544
Liabilities$0
Net Assets$378,544

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $453,432Expenses 2011: $307,060Net Income 2011: $146,3722011Expenses 2012: $707,5922012Expenses 2013: $581,8292013Revenue 2014: $814,596Expenses 2014: $765,111Net Income 2014: $49,4852014Revenue 2015: $213,066Expenses 2015: $295,946Net Income 2015: -$82,8802015Revenue 2016: $17Expenses 2016: $216,323Net Income 2016: -$216,3062016Revenue 2017: $136,780Expenses 2017: $204,369Net Income 2017: -$67,5892017Revenue 2018: $213,569Expenses 2018: $249,231Net Income 2018: -$35,6622018Revenue 2019: $280,771Expenses 2019: $168,813Net Income 2019: $111,9582019Revenue 2020: $1,321Expenses 2020: $33,907Net Income 2020: -$32,5862020Revenue 2021: $1,004,611Expenses 2021: $104,993Net Income 2021: $899,6182021Revenue 2022: $350,110Expenses 2022: $434,230Net Income 2022: -$84,1202022Revenue 2023: $3,302,559Expenses 2023: $391,526Net Income 2023: $2,911,0332023Revenue 2024: $189,729Expenses 2024: $407,676Net Income 2024: -$217,9472024

Highlighted filing

2015

Revenue$213,066
Expenses$295,946
Net Income-$82,880
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Feb 22, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERBERT BOECKMANN IIPresident-$0--
JANE F BOECKMANNCFO-$0--
Filing and Contact Details

Filer

Filer Name
Boeckmann Charitable Foundation
EIN
95-3806976
Phone
8187873800
Address
15505 ROSCOE BLVD, NORTH HILLS, CA 91343

Signing Officer

Name
Herbert Boeckmann
Title
President
Signed
2016-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Kruse Mennillo Llp
Address
17912 Crusader Ave Suite 201, CERRITOS, CA 90703
Preparer
Jay Larsen
Phone
5624032560
Raw XML Appendix305 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTANT FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0142444
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03992
IRS990PF/DistributableAmountGrp/TotalTaxAmt03992
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03992
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03992
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01119
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IRS990PF/FMVAssetsEOYAmt0380344
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt095493
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HERBERT BOECKMANN II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANE F BOECKMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08187873800
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0BY LETTER OR INDIRECT CONTACT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HERBERT JANE BOECKMANN II
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08187873800
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt015505 ROSCOE BLVD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NORTH HILLS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HERBERT BOECKMANN II
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JANE F BOECKMANN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0280950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0THIS PRIVATE FOUNDATION HOLDS INVESTMENTS TO GAIN ADDITIONAL INTEREST DIVIDEND INCOME. STOCKS ARE HELD FOR INVESTMENT AND THEN SOLD WHEN NECESSARY TO MAKE CONTRIBUTIONS AS NEEDED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONPROFIT ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015505 ROSCOE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORTH HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091343
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0280950
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/AppliedToCurrentYearAmt021020
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021020
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0747864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0543777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0698471
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01921746
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0239479
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0239479
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04171788
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0259930
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0747864
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0543777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0698471
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01921746
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0280950
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0259930
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04411267
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04151337
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CALIF AG REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05000
TaxesSchedule/TaxesDetail/Amt04343
TaxesSchedule/TaxesDetail/Amt12888
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt02013 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt12014 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2TAX & LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04343
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12888
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HERBERT BOECKMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOECKMANN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BOEC
ReturnHeader/Filer/EIN0953806976
ReturnHeader/Filer/PhoneNum08187873800
ReturnHeader/Filer/USAddress/AddressLine1Txt015505 ROSCOE BLVD
ReturnHeader/Filer/USAddress/CityNm0NORTH HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091343
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRUSE MENNILLO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017912 Crusader Ave Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CERRITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090703
ReturnHeader/PreparerPersonGrp/PhoneNum05624032560
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jay Larsen
ReturnHeader/ReturnTs02016-02-22T13:57:20-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.19$0.41$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$3.30$0.39$2.91
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.35$0.43$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.00$0.10$0.90
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.00$0.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.28$0.17$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.21$0.25$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.14$0.20$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.22$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.21$0.30$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.81$0.77$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.58
2012Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.71
2011Summary only. Only limited summary data is available for this year.$0.32$0.00$0.45$0.31$0.15