Civic Intelligence

Louis Berger Foundation

990PF • Fiscal year 2023 • EIN 11-3671873

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization Profile
131 East Hook RoadHopewell Junction, NY 12533

(845) 452-4080

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2023 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

91st percentile

$7,822

Higher top officer pay than 91% of similar nonprofits.

2023 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2023

Asset Growth

91st percentile

29%

Faster asset growth than 91% of similar nonprofits.

2023 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$812,957

Up $181,684 (+29%) from 2022

Net Assets

Up

$782,184

Up $150,911 (+24%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Flat

$0

Flat from 2022

Net Income

Flat

$0

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$1.0M$500K$0Assets 2011: $504,229Liabilities 2011: $02011Assets 2012: $513,063Liabilities 2012: $02012Assets 2013: $595,921Liabilities 2013: $02013Assets 2014: $572,517Liabilities 2014: $02014Assets 2015: $553,521Liabilities 2015: $02015Assets 2019: $856,780Liabilities 2019: $0Net Assets 2019: $683,6472019Assets 2020: $806,629Liabilities 2020: $0Net Assets 2020: $764,0322020Assets 2021: $964,791Liabilities 2021: $0Net Assets 2021: $922,4672021Assets 2022: $631,273Liabilities 2022: $0Net Assets 2022: $631,2732022Assets 2023: $812,957Liabilities 2023: $0Net Assets 2023: $782,1842023Assets 2024: $876,057Liabilities 2024: $0Net Assets 2024: $876,0572024

Highlighted filing

2023

Assets$812,957
Liabilities$0
Net Assets$782,184
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2011: $1,390Expenses 2011: $60,549Net Income 2011: -$59,1592011Revenue 2012: $46,829Expenses 2012: $44,520Net Income 2012: $2,3092012Revenue 2013: $89,016Expenses 2013: $49,133Net Income 2013: $39,8832013Revenue 2014: $2,794Expenses 2014: $50,159Net Income 2014: -$47,3652014Revenue 2015: $12,179Expenses 2015: $21,494Net Income 2015: -$9,3152015Revenue 2019: $11,424Expenses 2019: $27,428Net Income 2019: -$16,0042019Revenue 2020: $0Expenses 2020: $37,283Net Income 2020: -$37,2832020Revenue 2021: $0Expenses 2021: $36,617Net Income 2021: -$36,6172021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $13,848Expenses 2024: $76,025Net Income 2024: -$62,1772024

Highlighted filing

2023

Revenue$0
Expenses$0
Net Income$0
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHY NUNESDirectorPT$7,822-$7,822
PATRICIA SIMONETreasuryPT$7,822-$7,822
STEPHEN DIAMONDDirectorPT$7,822-$7,822
Filing and Contact Details

Filer

Filer Name
Louis Berger Foundation
EIN
11-3671873
Address
131 EAST HOOK ROAD, HOPEWELL JUNCTION, NY 12533

Signing Officer

Name
Patricia Simone
Title
Treasurer
Phone
8457979673
Signed
2024-05-08

Preparer

Firm
B Riley Wealth Tax Services Inc
Address
11 RAYMOND AVE, POUGHKEEPSIE, NY 12603
Preparer
Johnathon Sawaged
Phone
8458675850
Raw XML Appendix216 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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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt02733
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0631273
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0782184
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0631273
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0782184
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0782184
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011733
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038523
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0770451
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0782184
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEPHEN DIAMOND
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0204 EDJEWOOD DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt142 OVERLOOK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2VERGILIS STENGER ROBER DAV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1POUGHKEEPSIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WAPPINGERS FALLS
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CORNERSTONE FINANCIAL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0POUGHKEEPSIE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012603
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08454524080
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE SIMON WIESENTHAL CENTER
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE JEWISH FOUNDATION OF DC
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0US HOLOCAUST MEMORIAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0BIRTHRIGHT ISRAEL
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01991
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01991
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt01991
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt01991
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PATRICIA SIMONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08457979673
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0131 EAST HOOK R
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HOPEWELL JUNCTI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd012533
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034508
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034508
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA SIMONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08457979673
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUIS BERGER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0113671873
ReturnHeader/Filer/USAddress/AddressLine1Txt0131 EAST HOOK ROAD
ReturnHeader/Filer/USAddress/CityNm0HOPEWELL JUNCTION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012533
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0B RILEY WEALTH TAX SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 RAYMOND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POUGHKEEPSIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012603
ReturnHeader/PreparerPersonGrp/PhoneNum08458675850
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHNATHON SAWAGED
ReturnHeader/ReturnTs02024-05-08T10:06:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMONE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$812,957
Liabilities
$0
Net assets
$782,184
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.14$0.76$0.62
2023Detailed filing. Detailed filing data is available for this year.$8.13$0.00$7.82$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.31$0.00$6.31$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.65$0.00$9.22$0.00$0.37$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.07$0.00$7.64$0.00$0.37$0.37
2019Detailed filing. Detailed filing data is available for this year.$8.57$0.00$6.84$0.11$0.27$0.16
2015Summary only. Only limited summary data is available for this year.$5.54$0.00$0.12$0.21$0.09
2014Summary only. Only limited summary data is available for this year.$5.73$0.00$0.03$0.50$0.47
2013Summary only. Only limited summary data is available for this year.$5.96$0.00$0.89$0.49$0.40
2012Summary only. Only limited summary data is available for this year.$5.13$0.00$0.47$0.45$0.02
2011Summary only. Only limited summary data is available for this year.$5.04$0.00$0.01$0.61$0.59