Frances Schermer Charitable Trust 41-46496008

990PF • Fiscal year 2015 • EIN 95-6685749

Jul 01, 2014 to Jun 30, 2015

Organization Profile

Beverly Hills, CA

Siviq Scores

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

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

-1.2%

Higher net margin than 38% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

No value available

This filing does not contain officer compensation rows.

Source year 2015

-0.1%

Faster asset growth than 48% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

-29%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets28th percentile

Assets

Down

$2,174,104

Down $2,003 (-0.1%) from 2014

Net Assets

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue28th percentile Net Margin38th percentile

Revenue

Down

$164,398

Down $67,717 (-29%) from 2014

Expenses

$166,373

Up $9,244 (+5.9%) from 2014

Net Income

Down

-$1,975

Down $76,961 (-103%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

Highlighted filing

2015

Assets$2,174,104

Liabilities$0

Net Assets-

Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

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

Highlighted filing

2015

Revenue$164,398

Expenses$166,373

Net Income-$1,975

Open 2015 Filing

Filing Detail Status

This 2015 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)

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Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing

Assets: $2,174,104
Liabilities: $0
Net assets: -
Revenue: $164,398
Expenses: $166,373
Net income: -$1,975

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.92	$0.00	$1.92	$0.11	$0.19	$0.08
2024Detailed filing. Detailed filing data is available for this year.	$1.97	$0.00	$1.97	$0.17	$0.17	$0.00
2023Detailed filing. Detailed filing data is available for this year.	$2.01	$0.00	$2.01	$0.08	$0.17	$0.09
2022Detailed filing. Detailed filing data is available for this year.	$2.02	$0.00	$2.02	$0.15	$0.18	$0.03
2021Detailed filing. Detailed filing data is available for this year.	$2.13	$0.00	$2.13	$0.40	$0.16	$0.24
2020Summary only. Only limited summary data is available for this year.	$1.89	$0.00		$0.06	$0.17	$0.11
2015Summary only. Only limited summary data is available for this year.	$2.17	$0.00		$0.16	$0.17	$0.00
2014Summary only. Only limited summary data is available for this year.	$2.18	$0.00		$0.23	$0.16	$0.07
2013Summary only. Only limited summary data is available for this year.	$2.10	$0.00		$0.20	$0.15	$0.04
2012Summary only. Only limited summary data is available for this year.	$2.05	$0.00		$0.14	$0.17	$0.03
2011Summary only. Only limited summary data is available for this year.	$2.08	$0.00		$0.14	$0.14	$0.00