Civic Intelligence

The Bill Memorial Foundation

990 • Fiscal year 2016 • EIN 95-4776266

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 24, 2017

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

99th percentile

6.92x

Higher debt load relative to assets than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

0.56x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

5th percentile

-68%

Faster asset growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-38%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$15,784

Down $33,872 (-68%) from 2015

Net Assets

Down

-$93,439

Down $28,217 (-43%) from 2015

Liabilities

Down

$109,223

Down $5,655 (-4.9%) from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin19th percentile

Revenue

Down

$194,203

Down $121,314 (-38%) from 2015

Expenses

Down

$222,420

Down $194,490 (-47%) from 2015

Net Income

Up

-$28,217

Up $73,176 (+72%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2016

Assets$15,784
Liabilities$109,223
Net Assets-$93,439
Open 2016 Filing

Operations Trend

Revenue Growth13th 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

2016

Revenue$194,203
Expenses$222,420
Net Income-$28,217
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$215,373
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
Land, Buildings, and Equipment, Net$21,170$0▼ $21,170
Cash and Non-Interest-Bearing Accounts$28,386$15,684▼ $12,702
Total Assets$49,656$15,784▼ $33,872
Other Assets Total$100$100→ $0
Liabilities
Accounts Payable and Accrued Expenses$83,921$88,821▲ $4,900
Other Liabilities$18,595$20,402▲ $1,807
Mortgage Notes Payable Secured by Investment Property$12,362$0▼ $12,362
Total Liabilities$114,878$109,223▼ $5,655
Net Assets / Fund Balance
Unrestricted Net Assets$-65,222$-93,439▼ $28,217
Total Net Assets Fund Balance$-65,222$-93,439▼ $28,217
Total Liabilities and Net Assets / Fund Balance$49,656$15,784▼ $33,872

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$29,400$29,400
Equipment$0$13,345$13,345
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Bonnie RaskinDirector (until 11/16/16)
Carole EllisDirector (until 5/1/16)
Daniel BanchikDirector (until 5/1/16)
Joy GoldschmidtDirector (until 5/1/16)
Lisa JaimeDirector (until 5/1/16)
Michelle RiveraDirector (until 5/1/16)
Vicky HermanDirector (until 5/1/16)
Jo FormanExecutive Director
Peter FormanCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$204,873
Program Service Revenue
$0
Investment Income
$-10,670
Other Revenue
$0
All Other Contributions
$204,873
Change in Net Assets
$-28,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,438
Salaries, Compensation, and Employee Benefits$54,832
Total Fundraising Expense$9,479
Grants and Similar Amounts Paid$150
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$37,857$4,732$4,732$47,321
All Other Expenses$10,911$4,303$1,364$16,578
Insurance-$9,330-$9,330
Office Expenses$6,299$787$787$7,873
Other Expenses$6,977$769$769$6,977
Fees for Services Accounting-$6,750-$6,750
Advertising$4,972$621$621$6,214
Payroll Taxes$4,448$556$556$5,560
Information Technology$3,630$454$454$4,538
Interest-$4,140-$4,140
Other Employee Benefits$1,559$196$196$1,951
Conferences and Meetings$1,177--$1,177
Grants to Domestic Orgs$150--$150
Total Functional Expenses$180,303$32,638$9,479$222,420
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$20,402
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 11B

“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
Phone
3108600171
Signed
2017-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Forman
Formed
1999
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
4
Volunteers
10

Preparer

Firm
Yh Advisors Inc
Address
7755 CENTER AVENUE SUITE 1225, HUNTINGTON BEACH, CA 92647
Preparer
Brian Yacker
Phone
3109822803
Raw XML Appendix387 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0422008
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0541653
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0510585
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01994636
IRS990ScheduleA/TotalSupportAmt01994636
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013345
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013345
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt029400
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt029400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020402
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHASE CREDIT CARD
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt020402
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 11B
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/TotalAssetsBOYAmt049656
IRS990/TotalAssetsEOYAmt015784
IRS990/TotalAssetsGrp/BOYAmt049656
IRS990/TotalAssetsGrp/EOYAmt015784
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0204873
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09479
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032638
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0180303
IRS990/TotalFunctionalExpensesGrp/TotalAmt0222420
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0114878
IRS990/TotalLiabilitiesEOYAmt0109223
IRS990/TotalLiabilitiesGrp/BOYAmt0114878
IRS990/TotalLiabilitiesGrp/EOYAmt0109223
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-65222
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-93439
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0180303
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-10670
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0194203
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt049656
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015784
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-65222
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-93439
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 5202
IRS990/USAddress/CityNm0BEVERLY HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090209
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.BILLFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER FORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03108600171
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C61CEAB06A4B4AB7BCDD2B3DC186AC7DD0FE9D35
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C61CEAB06A4B4AB7BCDD2B3DC186AC7DD0FE9D35
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.98.172.90
ReturnHeader/FilingSecurityInformation/IPDt02017-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:26:51
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/ReturnTs02017-11-01T15:47:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,784
Liabilities
$109,223
Net assets
-$93,439
Revenue
$194,203
Expenses
$222,420
Net income
-$28,217
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