Civic Intelligence

The Bill Memorial Foundation

990 • Fiscal year 2015 • EIN 95-4776266

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 08, 2016

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

97th percentile

2.31x

Higher debt load relative to assets than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

90th percentile

0.36x

Higher debt load relative to revenue than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

89th percentile

$40,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$49,656

Down $23,119 (-32%) from 2014

Net Assets

Down

-$65,222

Down $101,393 (-280%) from 2014

Liabilities

Up

$114,878

Up $78,274 (+214%) from 2014

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin11th percentile

Revenue

Down

$315,517

Down $106,491 (-25%) from 2014

Expenses

Down

$416,910

Down $47,319 (-10%) from 2014

Net Income

Down

-$101,393

Down $59,172 (-140%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2015

Assets$49,656
Liabilities$114,878
Net Assets-$65,222
Open 2015 Filing

Operations Trend

Revenue Growth20th percentile

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

2015

Revenue$315,517
Expenses$416,910
Net Income-$101,393
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 8, 2016
Return Version
2015v2.1
Gross Receipts
$315,517
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$51,048$28,386▼ $22,662
Land, Buildings, and Equipment, Net$21,627$21,170▼ $457
Total Assets$72,775$49,656▼ $23,119
Other Assets Total$100$100→ $0
Liabilities
Accounts Payable and Accrued Expenses-$83,921-
Other Liabilities$21,024$18,595▼ $2,429
Mortgage Notes Payable Secured by Investment Property$15,580$12,362▼ $3,218
Total Liabilities$36,604$114,878▲ $78,274
Net Assets / Fund Balance
Unrestricted Net Assets$36,171$-65,222▼ $101,393
Total Net Assets Fund Balance$36,171$-65,222▼ $101,393
Total Liabilities and Net Assets / Fund Balance$72,775$49,656▼ $23,119

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$21,170$29,400$50,570
Equipment$0$13,345$13,345
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jo FormanExecutive DirectorFT$40,000$40,000

Board Members and Trustees

NameTitle
Carole EllisDirector
Daniel BanchikDirector
Lisa JaimeDirector
Michelle RiveraDirector
Vicky HermanDirector
Peter FormanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$315,517
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$315,517
Change in Net Assets
$-101,393
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$310,061
Salaries, Compensation, and Employee Benefits$106,199
Total Fundraising Expense$15,183
Grants and Similar Amounts Paid$650
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$43,814$5,477$5,477$54,768
Current Officers, Directors, Trustees, and Key Employees$32,000$4,000$4,000$40,000
All Other Expenses$12,140$6,769$944$19,853
Other Expenses$9,521$1,190$1,190$11,901
Payroll Taxes$8,251$1,031$1,031$10,313
Office Expenses$7,736$967$967$9,670
Advertising$7,038$880$880$8,798
Insurance-$6,849-$6,849
Information Technology$4,659$582$582$5,823
Interest-$3,999-$3,999
Fees for Services Accounting-$2,250-$2,250
Conferences and Meetings$1,687--$1,687
Other Employee Benefits$894$112$112$1,118
Grants to Domestic Orgs$650--$650
Depreciation Depletion-$457-$457
Total Functional Expenses$367,164$34,563$15,183$416,910
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$18,371
Payroll Liabilities$224
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
Treasurer
Phone
3108600171
Signed
2016-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Forman
Formed
1999
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
4
Volunteers
25

Preparer

Firm
Yh Advisors Inc
Address
7755 CENTER AVENUE SUITE 1225, HUNTINGTON BEACH, CA 92647
Preparer
Brian Yacker
Phone
3109822803
Raw XML Appendix375 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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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt029400
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt050570
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0224
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt118371
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CHASE CREDIT CARD
IRS990ScheduleD/TotalBookValueLandBuildingsAmt021170
IRS990ScheduleD/TotalLiabilityAmt018595
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/TotalAssetsBOYAmt072775
IRS990/TotalAssetsEOYAmt049656
IRS990/TotalAssetsGrp/BOYAmt072775
IRS990/TotalAssetsGrp/EOYAmt049656
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0315517
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015183
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034563
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0367164
IRS990/TotalFunctionalExpensesGrp/TotalAmt0416910
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt036604
IRS990/TotalLiabilitiesEOYAmt0114878
IRS990/TotalLiabilitiesGrp/BOYAmt036604
IRS990/TotalLiabilitiesGrp/EOYAmt0114878
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036171
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-65222
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0367164
IRS990/TotalReportableCompFromOrgAmt040000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0315517
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt072775
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt049656
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt036171
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-65222
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 5202
IRS990/USAddress/CityNm0BEVERLY HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090209
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.BILLFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER FORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03108600171
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-08
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/PhoneNum03109822803
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN YACKER
ReturnHeader/ReturnTs02016-08-15T00:00:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,656
Liabilities
$114,878
Net assets
-$65,222
Revenue
$315,517
Expenses
$416,910
Net income
-$101,393
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. 2015 filings • 501(c)3 • <$500k nonprofits