Civic Intelligence

The Milton and Jena Berlinski Foundation

EIN 13-3992649 • Miami Beach, FL

C/O M Berlinski 102 24th St 1420Miami Beach, FL 33139
Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Net Margin

6th percentile

-98%

Higher net margin than 6% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

15th percentile

-8.4%

Faster asset growth than 15% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

79th percentile

41%

Faster revenue growth than 79% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$2,507,481

Down $284,581 (-10%) from 2024

Liabilities

Down

$1,000

Down $214,002 (-100%) from 2024

Net Assets

Down

$2,506,481

Down $70,579 (-2.7%) from 2024

Operations
Liabilities / Revenue43rd percentileNet Margin6th percentile

Revenue

Up

$72,265

Up $113,188 (+277%) from 2024

Expenses

Down

$142,846

Down $87,021 (-38%) from 2024

Net Income

Up

-$70,581

Up $200,209 (+74%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,849,369Liabilities 2011: $02011Assets 2012: $1,936,457Liabilities 2012: $0Net Assets 2012: $1,936,4572012Assets 2013: $1,990,685Liabilities 2013: $0Net Assets 2013: $1,990,6852013Assets 2014: $2,330,386Liabilities 2014: $41,616Net Assets 2014: $2,288,7702014Assets 2015: $2,561,536Liabilities 2015: $113,822Net Assets 2015: $2,447,7142015Assets 2016: $2,468,084Liabilities 2016: $106,947Net Assets 2016: $2,361,1372016Assets 2017: $1,674,300Liabilities 2017: $0Net Assets 2017: $1,674,3002017Assets 2018: $2,153,475Liabilities 2018: $95,719Net Assets 2018: $2,057,7562018Assets 2020: $3,664,490Liabilities 2020: $0Net Assets 2020: $3,664,4902020Assets 2021: $3,554,393Liabilities 2021: $0Net Assets 2021: $3,554,3932021Assets 2022: $3,203,318Liabilities 2022: $273,816Net Assets 2022: $2,929,5022022Assets 2023: $2,989,475Liabilities 2023: $286,528Net Assets 2023: $2,702,9472023Assets 2024: $2,792,062Liabilities 2024: $215,002Net Assets 2024: $2,577,0602024Assets 2025: $2,507,481Liabilities 2025: $1,000Net Assets 2025: $2,506,4812025

Highlighted filing

2025

Assets$2,507,481
Liabilities$1,000
Net Assets$2,506,481
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $371,095Expenses 2011: $177,970Net Income 2011: $193,1252011Expenses 2012: $41,8002012Expenses 2013: $121,8212013Revenue 2014: $472,760Expenses 2014: $174,675Net Income 2014: $298,0852014Revenue 2015: $339,958Expenses 2015: $181,014Net Income 2015: $158,9442015Revenue 2016: $139,262Expenses 2016: $225,839Net Income 2016: -$86,5772016Revenue 2017: -$492,350Expenses 2017: $194,486Net Income 2017: -$686,8362017Revenue 2018: $689,959Expenses 2018: $217,851Net Income 2018: $472,1082018Revenue 2020: $1,856,122Expenses 2020: $222,475Net Income 2020: $1,633,6472020Revenue 2021: $60,290Expenses 2021: $170,066Net Income 2021: -$109,7762021Revenue 2022: -$177,431Expenses 2022: $298,639Net Income 2022: -$476,0702022Revenue 2023: $36,348Expenses 2023: $276,534Net Income 2023: -$240,1862023Revenue 2024: -$40,923Expenses 2024: $229,867Net Income 2024: -$270,7902024Revenue 2025: $72,265Expenses 2025: $142,846Net Income 2025: -$70,5812025

Highlighted filing

2025

Revenue$72,265
Expenses$142,846
Net Income-$70,581
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,507,481
Liabilities
$1,000
Net assets
$2,506,481
Revenue
$72,265
Expenses
$142,846
Net income
-$70,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.07$0.14$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.22$2.58$0.04$0.23$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.29$2.70$0.04$0.28$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.27$2.93$0.18$0.30$0.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$0.06$0.17$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$1.86$0.22$1.63
2018Detailed filing. Detailed filing data is available for this year.$2.15$0.10$2.06$0.69$0.22$0.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.49$0.19$0.69
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.11$2.36$0.14$0.23$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.56$0.11$2.45$0.34$0.18$0.16
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.04$2.29$0.47$0.17$0.30
2013Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.04
2011Summary only. Only limited summary data is available for this year.$1.85$0.00$0.37$0.18$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
May 31, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MILTON R BERLINSKITrustee-$0--
JENA M BERLINSKITrustee-$0--
JEFFREY M MOSLOWTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBrigham & Women's HospitalGENERAL SUPPORT-Boston, MA, US$50,000
Paid GrantRonald McDonald House of New YorkGENERAL SUPPORT-NEW YORK, NY, US$35,000
Paid GrantIcahn School of MedGENERAL SUPPORT-New York, NY, US$25,000
Paid GrantCrohns & Colitis FoundationGeneral Support-New York, NY, US$10,000
Paid GrantCharleston Symphony OrchestraGENERAL SUPPORT-Charleston, SC, US$7,500
Paid GrantTHE JEWISH MUSEUMGENERAL SUPPORT-New York, NY, US$6,000
Paid GrantAlzheimers Drug Discovery FoundationGENERAL SUPPORT-NEW YORK, NY, US$6,000
Paid GrantIsraelitischeGemeenteGENERAL SUPPORT-Oranjestad Oost, AA$2,000
Paid GrantFriends if JCC KrakowGENERAL SUPPORT-NEW YORK, NY, US$1,000
Filing and Contact Details

Filer

Filer Name
The Milton and Jena Berlinski Foundation
EIN
13-3992649
In Care Of
% MILTON R BERLINSKI
Phone
6468836910
Address
C/O M BERLINSKI 102 24TH ST 1420, MIAMI BEACH, FL 33139

Signing Officer

Name
Milton Berlinski
Title
Trustee
Phone
6468836910
Signed
2025-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Evolved Tax LLC
Address
1617JOHNFKENNEDYBLVD20THFLOOR, PHILADELPHIA, PA 19103
Preparer
Matthew J Mcnally Partner
Phone
6465392370
Raw XML Appendix339 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/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02577060
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IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Icahn School of Med
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Crohns & Colitis Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Brigham & Women's Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE JEWISH MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Ronald McDonald House of New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Alzheimers Drug Discovery Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6IsraelitischeGemeente
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Friends if JCC Krakow
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Charleston Symphony Orchestra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0Adriaan Lacle Blvd 2
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt275 Francis Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31109 5th Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4405 East 73rd St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt557 West 57th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt674 Lafayette Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7480 E Bay St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0Suite 510
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt096
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
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TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/CategoryTxt0IRS PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1NYS FILING FEE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MILTON BERLINSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06468836910
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MILTON AND JENA BERLINSKI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0133992649
ReturnHeader/Filer/InCareOfNm0% MILTON R BERLINSKI
ReturnHeader/Filer/PhoneNum06468836910
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O M BERLINSKI 102 24TH ST 1420
ReturnHeader/Filer/USAddress/CityNm0MIAMI BEACH
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EVOLVED TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01617JOHNFKENNEDYBLVD20THFLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum06465392370
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J MCNALLY PARTNER
ReturnHeader/ReturnTs02026-02-12T07:50:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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