Civic Intelligence

Bishop W Bertrand Stevens

EIN 95-6099408 • 501(c)3 • San Marino, CA

Profile

Financial assistance to clergy for continuing education and youth ministries.

PO Box 80251San Marino, CA 91118
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

974%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $928,875 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $928,875 (-100%) from 2020

Operations
Liabilities / Revenue20th percentileNet Margin99th percentile

Revenue

Up

$578,685

Up $524,827 (+974%) from 2020

Expenses

Down

$1,790

Down $1,377 (-43%) from 2020

Net Income

Up

$576,895

Up $526,204 (+1038%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2015: $610,817Liabilities 2015: $0Net Assets 2015: $610,8172015Assets 2016: $580,716Liabilities 2016: $0Net Assets 2016: $580,7162016Assets 2017: $659,009Liabilities 2017: $0Net Assets 2017: $659,0092017Assets 2018: $801,289Liabilities 2018: $0Net Assets 2018: $801,2892018Assets 2019: $841,867Liabilities 2019: $0Net Assets 2019: $841,8672019Assets 2020: $928,875Liabilities 2020: $0Net Assets 2020: $928,8752020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2015: $70,382Expenses 2015: $37,722Net Income 2015: $32,6602015Revenue 2016: $47,763Expenses 2016: $22,626Net Income 2016: $25,1372016Revenue 2017: $28,164Expenses 2017: $17,173Net Income 2017: $10,9912017Revenue 2018: $51,948Expenses 2018: $1,020Net Income 2018: $50,9282018Revenue 2019: $57,195Expenses 2019: $862Net Income 2019: $56,3332019Revenue 2020: $53,858Expenses 2020: $3,167Net Income 2020: $50,6912020Revenue 2021: $578,685Expenses 2021: $1,790Net Income 2021: $576,8952021

Highlighted filing

2021

Revenue$578,685
Expenses$1,790
Net Income$576,895
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$578,685
Expenses
$1,790
Net income
$576,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.79$0.02$5.77
2020Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.54$0.03$0.51
2019Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$0.57$0.01$0.56
2018Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.52$0.01$0.51
2017Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.28$0.17$0.11
2016Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.48$0.23$0.25
2015Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.70$0.38$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 24, 2021
Return Version
2020v4.0
Gross Receipts
$1,166,365
Mission and Program Overview

Mission

Financial assistance to college/seminary students

Financial assistance to clergy for continuing education and youth ministries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$924,959--
Cash and Non-Interest-Bearing Accounts$3,916--
Total Assets$928,875$0▼ $928,875
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$477,987--
Net Assets With Donor Restrictions$450,888--
Total Net Assets Fund Balance$928,875$0▼ $928,875
Total Liabilities and Net Assets / Fund Balance$928,875$0▼ $928,875

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$450,888-▲ $106,160-$557,048
2019$406,992-▲ $43,896-$450,888
2018$387,485-▲ $19,507-$406,992
2017$319,508-▲ $67,977-$387,485
2016$281,546-▲ $46,114-$319,058
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Charles E BohlenChairman
Annsley StrongDirector
Charles C ReadDirector
Harlan ThompsonDirector
Rev Canon George F Woodward IiiDirector
Alan SteinbrecherSecretary
Charles E HauptTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$578,685
Other Revenue
$0
Change in Net Assets
$576,895
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,790
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$1,300-$1,300
Fees for Services Legal-$340-$340
Office Expenses-$150-$150
Total Functional Expenses$0$1,790$0$1,790
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, Line 11B

“A review is conducted at the next meeting of the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Bishop W Bertrand Stevens
EIN
95-6099408
Phone
6265781443
Address
PO BOX 80251, SAN MARINO, CA 91118

Signing Officer

Name
Charles E Haupt
Title
Treasurer
Phone
6265781443
Signed
2021-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles E Bohlen
Formed
1962
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Mary F Brubaker CPA
Address
928 AVENAL WAY, BEAUMONT, CA 92223
Preparer
Mary F Brubaker CPA
Phone
9517699005
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net assets distributed -1,144,832 unrealized gains beg of year -360,938 total -1,505,770”

Raw XML Appendix350 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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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0INVESTMENTS WITH A MARKET VALUE OF 1,142,732 WERE SOLD IN ORDER TO MAKE LIQUIDATING CASH DISTRIBUTIONS TO PROTESTANT EPISCOPAL CHURCH LOS ANGELES DIOCESE.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A REVIEW IS CONDUCTED AT THE NEXT MEETING OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NET ASSETS DISTRIBUTED -1,144,832 UNREALIZED GAINS BEG OF YEAR -360,938 TOTAL -1,505,770
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsBOYAmt0928875
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0928875
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01790
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01790
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0928875
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0337082
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0241603
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0578685
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0928875
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 80251
IRS990/USAddress/CityNm0SAN MARINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091118
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES E HAUPT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06265781443
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BISHOP W BERTRAND STEVENS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BISH
ReturnHeader/Filer/EIN0956099408
ReturnHeader/Filer/PhoneNum06265781443
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 80251
ReturnHeader/Filer/USAddress/CityNm0SAN MARINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952207683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY F BRUBAKER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0928 AVENAL WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092223
ReturnHeader/PreparerPersonGrp/PhoneNum09517699005
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY F BRUBAKER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-28T12:49:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAUPT
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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