Philip & Lena Berger Foundation

990PF • Fiscal year 2016 • EIN 13-6880016

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 15, 2017

Organization Profile

C/O Berger 69 Sage CourtLakewood, NJ 08701

(212) 962-6100

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.

2016 filings • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

73%

Higher net margin than 96% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

117%

Faster asset growth than 94% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

401%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets58th percentile

Assets

$43,830

Up $23,609 (+117%) from 2015

Net Assets

$43,830

Up $23,609 (+117%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin96th percentile

Revenue

$32,260

Up $25,815 (+401%) from 2015

Expenses

Down

$8,651

Down $2,864 (-25%) from 2015

Net Income

$23,609

Up $28,679 (+566%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

Highlighted filing

2016

Assets$43,830

Liabilities$0

Net Assets$43,830

Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

Highlighted filing

2016

Revenue$32,260

Expenses$8,651

Net Income$23,609

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2015 to Sep 30, 2016
Signed: Aug 15, 2017
Return Version: 2015v3.0

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ALBERT BERGER	President	PT	$0	-	-
LILLIAN BERGER	Treasurer	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Philip & Lena Berger Foundation
EIN: 13-6880016
Phone: 2129626100
Address: C/O BERGER 69 SAGE COURT, LAKEWOOD, NJ 08701

Signing Officer

Name: Albert Berger
Title: President
Phone: 2129626100
Signed: 2017-08-15
Discuss with paid preparer: Yes

Preparer

Firm: Wasserbrettlerklar & Lipstein Llp CPA
Address: 132 NASSAU STREET SUITE 300, NEW YORK, NY 10038
Preparer: Michael Lipstein
Phone: 2129626100

Raw XML Appendix293 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	247 ALLIANCE BERSTEIN WEALTH APPREC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	332
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	12842
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	332
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	332
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	388
IRS990PF/FMVAssetsEOYAmt	0	60654
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	8255
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	29606
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	43830
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	20221
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	43830
IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	30340
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	37433
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	ALBERT BERGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	LILLIAN BERGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	JERUSALEM CHESED FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	2950
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	2950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	9846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	8174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	14911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	17057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	12620
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	12620
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	55689
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	5701
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	9846
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	8174
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	14911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	17057
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	8651
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	5701
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	68309
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	62608
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	ALBERT LILLIAN BERGER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	69 SAGE COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	LAKEWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	08701
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	12842
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	2	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	3	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	4	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	5	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	6	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	7891
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	10305
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	2	5735
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	3	6817
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	4	5387
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	5	9844
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	6	4741
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	127SH COMCAST CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	86SH WALT DISNEY CO
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	2	59SH DANAHER CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	3	183SH KROGER CO
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	4	86SH STARBUCKS CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	5	13SH ALPHABET INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	6	40SH APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2015-11-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2016-11-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	2	2015-11-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	3	2015-11-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	4	2015-11-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	5	2015-11-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	6	2015-11-23
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ALBERT BERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2129626100
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PHILIP & LENA BERGER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	PHIL
ReturnHeader/Filer/EIN	0	136880016
ReturnHeader/Filer/PhoneNum	0	2129626100
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O BERGER 69 SAGE COURT
ReturnHeader/Filer/USAddress/CityNm	0	LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NJ
ReturnHeader/Filer/USAddress/ZIPCd	0	08701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	132659310
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WASSERBRETTLERKLAR & LIPSTEIN LLP CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	132 NASSAU STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	10038
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2129626100
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL LIPSTEIN
ReturnHeader/ReturnTs	0	2017-08-15T11:07:33-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-10-01
ReturnHeader/TaxPeriodEndDt	0	2016-09-30
ReturnHeader/TaxYr	0	2015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $43,830
Liabilities: $0
Net assets: $43,830
Revenue: $32,260
Expenses: $8,651
Net income: $23,609

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.67	$0.00	$0.67	$0.08	$0.34	$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.93	$0.00	$0.93	$0.07	$0.16	$0.09
2022Detailed filing. Detailed filing data is available for this year.	$1.03	$0.00	$1.03	$0.12	$0.22	$0.10
2021Detailed filing. Detailed filing data is available for this year.	$1.13	$0.00	$1.13	$0.06	$0.20	$0.14
2020Detailed filing. Detailed filing data is available for this year.	$1.27	$0.00	$1.27	$0.05	$0.13	$0.08
2019Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34	$0.04	$0.22	$0.18
2018Detailed filing. Detailed filing data is available for this year.	$1.52	$0.00	$1.52	$0.61	$0.24	$0.37
2017Detailed filing. Detailed filing data is available for this year.	$1.14	$0.00	$1.14	$0.84	$0.14	$0.71
2016Detailed filing. Detailed filing data is available for this year.	$0.44	$0.00	$0.44	$0.32	$0.09	$0.24
2015Detailed filing. Detailed filing data is available for this year.	$0.20	$0.00	$0.20	$0.06	$0.12	$0.05
2014Detailed filing. Detailed filing data is available for this year.	$0.25	$0.00	$0.25	$0.30	$0.09	$0.21
2013Detailed filing. Detailed filing data is available for this year.	$0.04	$0.00	$0.04		$0.15
2012Detailed filing. Detailed filing data is available for this year.	$0.15	$0.00	$0.15		$0.18
2011Summary only. Only limited summary data is available for this year.	$0.10	$0.00		$0.06	$0.13	$0.08