Civic Intelligence

The Bill Memorial Foundation

990 • Fiscal year 2014 • EIN 95-4776266

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileWWW.BILLFOUNDATION.ORG
PO Box 5202Beverly Hills, CA 90209

(310) 860-0171

Siviq Scores

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

Liabilities / Assets

89th percentile

0.50x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.09x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$16,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$72,775

Down $13,416 (-16%) from 2013

Net Assets

Down

$36,171

Down $21,887 (-38%) from 2013

Liabilities

Up

$36,604

Up $8,471 (+30%) from 2013

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin23rd percentile

Revenue

Up

$422,008

Up $422,008 from 2013

Expenses

Down

$464,229

Down $84,505 (-15%) from 2013

Net Income

Up

-$42,221

Up $506,513 (+92%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$200K$100K$0-$100KAssets 2010: $27,312Liabilities 2010: -$11,921Net Assets 2010: $39,2332010Assets 2011: $14,006Liabilities 2011: $26,357Net Assets 2011: -$12,3512011Assets 2012: $9,158Liabilities 2012: $3,967Net Assets 2012: $5,1912012Assets 2013: $86,191Liabilities 2013: $28,133Net Assets 2013: $58,0582013Assets 2014: $72,775Liabilities 2014: $36,604Net Assets 2014: $36,1712014Assets 2015: $49,656Liabilities 2015: $114,878Net Assets 2015: -$65,2222015Assets 2016: $15,784Liabilities 2016: $109,223Net Assets 2016: -$93,4392016Assets 2017: $28,372Liabilities 2017: $6,681Net Assets 2017: $21,6912017Assets 2018: $32,467Liabilities 2018: $756Net Assets 2018: $31,7112018Assets 2019: $43,558Liabilities 2019: $677Net Assets 2019: $42,8812019

Highlighted filing

2014

Assets$72,775
Liabilities$36,604
Net Assets$36,171
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2010: $317,137Expenses 2010: $271,553Net Income 2010: $45,5842010Revenue 2011: $328,859Expenses 2011: $343,244Net Income 2011: -$14,3852011Revenue 2012: $510,585Expenses 2012: $493,043Net Income 2012: $17,5422012Revenue 2013: $0Expenses 2013: $548,734Net Income 2013: -$548,7342013Revenue 2014: $422,008Expenses 2014: $464,229Net Income 2014: -$42,2212014Revenue 2015: $315,517Expenses 2015: $416,910Net Income 2015: -$101,3932015Revenue 2016: $194,203Expenses 2016: $222,420Net Income 2016: -$28,2172016Revenue 2017: $199,450Expenses 2017: $84,320Net Income 2017: $115,1302017Revenue 2018: $41,861Expenses 2018: $31,841Net Income 2018: $10,0202018Revenue 2019: $34,048Expenses 2019: $22,956Net Income 2019: $11,0922019

Highlighted filing

2014

Revenue$422,008
Expenses$464,229
Net Income-$42,221
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$422,008
Mission and Program Overview

Mission

Rescue dogs abandoned at city and county shelters in la and kern county and to provide veterinary care, boarding, training, and other services while finding permanent and adoptive loving homes.

Rescue dogs abandoned at city and county shelters in la and kern county and provide veterinary care, boarding, training, and other services while finding permanent and adoptive loving homes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$86,091$51,048▼ $35,043
Land, Buildings, and Equipment, Net$0$21,627▲ $21,627
Total Assets$86,191$72,775▼ $13,416
Other Assets Total$100$100→ $0
Liabilities
Other Liabilities$28,133$21,024▼ $7,109
Mortgage Notes Payable Secured by Investment Property-$15,580-
Total Liabilities$28,133$36,604▲ $8,471
Net Assets / Fund Balance
Unrestricted Net Assets$58,058$36,171▼ $21,887
Total Net Assets Fund Balance$58,058$36,171▼ $21,887
Total Liabilities and Net Assets / Fund Balance$86,191$72,775▼ $13,416

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$21,170$29,400$50,570
Equipment$457$12,889$13,346
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jo FormanExecutive DirectorFT$16,000$16,000

Board Members and Trustees

NameTitle
Carole EllisDirector
Daniel BanchikDirector
Joy GoldschmidtDirector
Lisa JaimeDirector
Michelle RiveraDirector
Vicky HermanDirector
Peter FormanCFO/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$422,008
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$422,008
Change in Net Assets
$-42,221
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$381,164
Salaries, Compensation, and Employee Benefits$78,061
Total Fundraising Expense$15,095
Grants and Similar Amounts Paid$5,004
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$40,177$5,022$5,022$50,221
All Other Expenses$31,209$9,089$1,592$41,890
Occupancy$20,450$2,556$2,556$25,562
Other Expenses$20,825--$20,825
Current Officers, Directors, Trustees, and Key Employees$12,800$1,600$1,600$16,000
Office Expenses$10,539$1,318$1,318$13,175
Fees for Services Accounting-$8,348-$8,348
Payroll Taxes$6,417$802$802$8,021
Information Technology$5,719$715$715$7,149
Insurance-$6,378-$6,378
Advertising$4,443$555$555$5,553
Travel$4,425$553$553$5,531
Grants to Domestic Orgs$5,004--$5,004
Fees for Services Other-$5,000-$5,000
Other Employee Benefits$3,055$382$382$3,819
Fees for Services Legal-$3,092-$3,092
Interest-$2,273-$2,273
Total Functional Expenses$401,451$47,683$15,095$464,229
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Chase Credit Card$14,504
Payroll Liabilities$3,420
Direct Deposit Liabilities$3,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Jo forman is the wife of peter forman.”

Form 990, Part VI, Section B, Line 11

“A draft of the form 990 will be reviewed by the board. The final copy of the form 990 will be forwarded to all members of the board before it is filed with the irs.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Bill Memorial Foundation
EIN
95-4776266
Phone
3108600171
Address
PO BOX 5202, BEVERLY HILLS, CA 90209

Signing Officer

Name
Peter Forman
Title
CFO/secretary
Phone
3108600171
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Forman
Formed
1999
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
6
Volunteers
25

Preparer

Firm
Yh Advisors Inc
Address
7755 CENTER AVENUE SUITE 1225, HUNTINGTON BEACH, CA 92647
Preparer
Brian Yacker
Phone
3109822806
Raw XML Appendix391 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0457
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012889
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013346
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt021170
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt029400
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt050570
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03420
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt214504
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DIRECT DEPOSIT LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CHASE CREDIT CARD
IRS990ScheduleD/TotalBookValueLandBuildingsAmt021627
IRS990ScheduleD/TotalLiabilityAmt021024
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JO FORMAN IS THE WIFE OF PETER FORMAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 WILL BE REVIEWED BY THE BOARD. THE FINAL COPY OF THE FORM 990 WILL BE FORWARDED TO ALL MEMBERS OF THE BOARD BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt086191
IRS990/TotalAssetsEOYAmt072775
IRS990/TotalAssetsGrp/BOYAmt086191
IRS990/TotalAssetsGrp/EOYAmt072775
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0422008
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015095
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047683
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0401451
IRS990/TotalFunctionalExpensesGrp/TotalAmt0464229
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028133
IRS990/TotalLiabilitiesEOYAmt036604
IRS990/TotalLiabilitiesGrp/BOYAmt028133
IRS990/TotalLiabilitiesGrp/EOYAmt036604
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt058058
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt036171
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0401451
IRS990/TotalReportableCompFromOrgAmt016000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0422008
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt086191
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt072775
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0553
IRS990/TravelGrp/ManagementAndGeneralAmt0553
IRS990/TravelGrp/ProgramServicesAmt04425
IRS990/TravelGrp/TotalAmt05531
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt058058
IRS990/UnrestrictedNetAssetsGrp/EOYAmt036171
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 5202
IRS990/USAddress/CityNm0BEVERLY HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090209
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.BILLFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER FORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03108600171
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BILL MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BILL
ReturnHeader/Filer/EIN0954776266
ReturnHeader/Filer/PhoneNum03108600171
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5202
ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453269313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YH ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07755 CENTER AVENUE SUITE 1225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092647
ReturnHeader/PreparerPersonGrp/PhoneNum03109822806
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN YACKER
ReturnHeader/ReturnTs02015-11-16T12:41:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,775
Liabilities
$36,604
Net assets
$36,171
Revenue
$422,008
Expenses
$464,229
Net income
-$42,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.43$0.34$0.23$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.01$0.32$0.42$0.32$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.07$0.22$1.99$0.84$1.15
2016Detailed filing. Detailed filing data is available for this year.$0.16$1.09$0.93$1.94$2.22$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.50$1.15$0.65$3.16$4.17$1.01
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.37$0.36$4.22$4.64$0.42
2013Summary only. Only limited summary data is available for this year.$0.86$0.28$0.58$0.00$5.49$5.49
2012Summary only. Only limited summary data is available for this year.$0.09$0.04$0.05$5.11$4.93$0.18
2011Summary only. Only limited summary data is available for this year.$0.14$0.26$0.12$3.29$3.43$0.14
2010Summary only. Only limited summary data is available for this year.$0.27$0.12$0.39$3.17$2.72$0.46
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits