Civic Intelligence

Berol Foundation Inc

EIN 13-6084214 • New York, NY

New York, NY
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Net Margin

2nd percentile

-251%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2021

Asset Growth

18th percentile

-7.1%

Faster asset growth than 18% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

502%

Faster revenue growth than 97% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,406,909

Down $106,932 (-7.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

$1,406,909

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin2nd percentile

Revenue

Up

$42,628

Up $35,547 (+502%) from 2020

Expenses

Up

$149,560

Up $73,970 (+98%) from 2020

Net Income

Down

-$106,932

Down $38,423 (-56%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,381,713Liabilities 2012: $02012Assets 2013: $1,318,758Liabilities 2013: $02013Assets 2014: $1,253,080Liabilities 2014: $02014Assets 2015: $1,944,534Liabilities 2015: $02015Assets 2019: $1,676,886Liabilities 2019: $02019Assets 2020: $1,513,841Liabilities 2020: $02020Assets 2021: $1,406,909Liabilities 2021: $0Net Assets 2021: $1,406,9092021

Highlighted filing

2021

Assets$1,406,909
Liabilities$0
Net Assets$1,406,909
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KRevenue 2012: -$23,463Expenses 2012: $100,831Net Income 2012: -$124,2942012Revenue 2013: $5,851Expenses 2013: $68,806Net Income 2013: -$62,9552013Revenue 2014: $27,482Expenses 2014: $93,164Net Income 2014: -$65,6822014Revenue 2015: $761,121Expenses 2015: $69,667Net Income 2015: $691,4542015Revenue 2019: $38,716Expenses 2019: $103,202Net Income 2019: -$64,4862019Revenue 2020: $7,081Expenses 2020: $75,590Net Income 2020: -$68,5092020Revenue 2021: $42,628Expenses 2021: $149,560Net Income 2021: -$106,9322021

Highlighted filing

2021

Revenue$42,628
Expenses$149,560
Net Income-$106,932
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,406,909
Liabilities
$0
Net assets
$1,406,909
Revenue
$42,628
Expenses
$149,560
Net income
-$106,932
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.04$0.15$0.11
2020Summary only. Only limited summary data is available for this year.$1.51$0.00$0.01$0.08$0.07
2019Summary only. Only limited summary data is available for this year.$1.68$0.00$0.04$0.10$0.06
2015Summary only. Only limited summary data is available for this year.$1.94$0.00$0.76$0.07$0.69
2014Summary only. Only limited summary data is available for this year.$1.25$0.00$0.03$0.09$0.07
2013Summary only. Only limited summary data is available for this year.$1.32$0.00$0.01$0.07$0.06
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.02$0.10$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2020 to Feb 28, 2021
Signed
Dec 21, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A BEROLPresident-$0--
MARGARET B BEATTIEVice President-$0--
A ALEXANDER ARNOLD IIISec/ Tres-$0--
Filing and Contact Details

Filer

Filer Name
The Berol Foundation Inc
EIN
13-6084214
In Care Of
% JOHN BEROLC/O ERNST & YOUNG
Phone
2127597755
Address
5 TIMES SQUARE, NEW YORK, NY 10036

Signing Officer

Name
John Berol
Title
President
Phone
2127597755
Signed
2021-12-21
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE SUITE 4000, INDIANAPOLIS, IN 46204
Preparer
Jennifer D Rhoderick
Phone
3176817445
Raw XML Appendix329 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/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd010036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt185000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To save lives, and to protect the rights, and aid in building a better future for refugees, forcibly displaced communities and stateless people.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ALL DISTRIBUTIONS TO THE DONOR ADVISED FUND HAVE BEEN, OR WILL BE, APPLIED TO QUALIFIED CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THEIR CHARITABLE PURPOSES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0USA for UNHCR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TRANSFER OF CASH INTO DAF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01310 L ST NW SUITE 450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1NATIONAL PHILANTHROPIC TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0165 TOWNSHIP LINE ROAD STE 1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JENKINTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119046
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt078303
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078303
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09307
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021167
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt088649
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt058175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021167
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0136478
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt058175
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt088649
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030474
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt040351
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt040351
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AMERICAN LAWYER MEDIA
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK DEPARTMENT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04389
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12977
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1SAFEKEEPING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04389
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12977
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BEROL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02127597755
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BEROL FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOSEPH TALENTIERNST & YOUNG US LLP
ReturnHeader/Filer/BusinessNameControlTxt0BERO
ReturnHeader/Filer/EIN0136084214
ReturnHeader/Filer/InCareOfNm0% JOHN BEROLC/O ERNST & YOUNG
ReturnHeader/Filer/PhoneNum02127597755
ReturnHeader/Filer/USAddress/AddressLine1Txt05 TIMES SQUARE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE SUITE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176817445
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer D Rhoderick
ReturnHeader/ReturnTs02022-01-13T09:58:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEROL
ReturnHeader/TaxPeriodBeginDt02020-03-01
ReturnHeader/TaxPeriodEndDt02021-02-28
ReturnHeader/TaxYr02020

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