Civic Intelligence

Philip & Lena Berger Foundation

990PF • Fiscal year 2018 • EIN 13-6880016

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 12, 2018

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.

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

94th percentile

61%

Higher net margin than 94% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

82nd percentile

33%

Faster asset growth than 82% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$151,819

Up $37,322 (+33%) from 2017

Net Assets

Up

$151,819

Up $37,322 (+33%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Down

$61,318

Down $23,001 (-27%) from 2017

Expenses

Up

$23,996

Up $10,344 (+76%) from 2017

Net Income

Down

$37,322

Down $33,345 (-47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $10,064Liabilities 2011: $02011Assets 2012: $14,541Liabilities 2012: $0Net Assets 2012: $14,5412012Assets 2013: $4,340Liabilities 2013: $0Net Assets 2013: $4,3402013Assets 2014: $25,291Liabilities 2014: $0Net Assets 2014: $25,2912014Assets 2015: $20,221Liabilities 2015: $0Net Assets 2015: $20,2212015Assets 2016: $43,830Liabilities 2016: $0Net Assets 2016: $43,8302016Assets 2017: $114,497Liabilities 2017: $0Net Assets 2017: $114,4972017Assets 2018: $151,819Liabilities 2018: $0Net Assets 2018: $151,8192018Assets 2019: $134,264Liabilities 2019: $0Net Assets 2019: $134,2642019Assets 2020: $126,639Liabilities 2020: $0Net Assets 2020: $126,6392020Assets 2021: $112,649Liabilities 2021: $0Net Assets 2021: $112,6492021Assets 2022: $102,652Liabilities 2022: $0Net Assets 2022: $102,6522022Assets 2023: $93,379Liabilities 2023: $0Net Assets 2023: $93,3792023Assets 2024: $67,316Liabilities 2024: $0Net Assets 2024: $67,3162024

Highlighted filing

2018

Assets$151,819
Liabilities$0
Net Assets$151,819
Open 2018 Filing

Operations Trend

Revenue Growth18th percentile

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

$100K$50K$0-$50KRevenue 2011: $5,667Expenses 2011: $13,313Net Income 2011: -$7,6462011Expenses 2012: $17,5382012Expenses 2013: $15,3452013Revenue 2014: $29,582Expenses 2014: $8,631Net Income 2014: $20,9512014Revenue 2015: $6,445Expenses 2015: $11,515Net Income 2015: -$5,0702015Revenue 2016: $32,260Expenses 2016: $8,651Net Income 2016: $23,6092016Revenue 2017: $84,319Expenses 2017: $13,652Net Income 2017: $70,6672017Revenue 2018: $61,318Expenses 2018: $23,996Net Income 2018: $37,3222018Revenue 2019: $4,387Expenses 2019: $21,942Net Income 2019: -$17,5552019Revenue 2020: $4,889Expenses 2020: $12,514Net Income 2020: -$7,6252020Revenue 2021: $5,864Expenses 2021: $19,854Net Income 2021: -$13,9902021Revenue 2022: $12,200Expenses 2022: $22,197Net Income 2022: -$9,9972022Revenue 2023: $6,996Expenses 2023: $16,269Net Income 2023: -$9,2732023Revenue 2024: $7,604Expenses 2024: $33,667Net Income 2024: -$26,0632024

Highlighted filing

2018

Revenue$61,318
Expenses$23,996
Net Income$37,322
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 12, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT BERGERPresidentPT$0--
LILLIAN BERGERTreasurerPT$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
2018-08-12
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 Appendix357 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/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ENGLEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd207710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd307631
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd408701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd508701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022685
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/AppliedToCurrentYearAmt08198
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09298
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014911
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014911
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047506
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014487
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09298
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05701
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09846
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08174
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022685
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014487
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062417
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt047930
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ALBERT LILLIAN BERGER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1MICHAEL NECHAMKIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt069 SAGE COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt140 CRESCENT AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAKEWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PASSAIC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd008701
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd107055
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt045589
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt18370
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum71
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt04178
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt15568
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt223545
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt38540
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt44342
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt53814
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt612754
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt710974
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0GLADSTONE COMMERCIAL CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1NOVARTIS AG ADR
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc23M CO
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3MICROSOFT CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4MONDELEZ INTERNATIONAL-W/I
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5CABCO SERIES 2004-101 TRUST GO
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6HOME DEPOT INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7CSX CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-12-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22017-12-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32017-12-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42017-12-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52017-12-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62017-12-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72017-12-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0249
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0249
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt032286
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOAN RECEIVABLE
TaxesSchedule/TaxesDetail/Amt0993
TaxesSchedule/TaxesDetail/Amt169
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt069
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT BERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02129626100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILIP & LENA BERGER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0136880016
ReturnHeader/Filer/PhoneNum02129626100
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BERGER 69 SAGE COURT
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId039D5D2C4ACDE49287A65CB034552AB568419665C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A6DB33060C66FDE226B2C9815490FDFFB710546B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.75.85.50
ReturnHeader/FilingSecurityInformation/IPDt02019-08-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:31:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132659310
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WASSERBRETTLERKLAR & LIPSTEIN LLP CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0132 NASSAU STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010038
ReturnHeader/PreparerPersonGrp/PhoneNum02129626100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL LIPSTEIN
ReturnHeader/ReturnTs02019-08-19T09:31:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,819
Liabilities
$0
Net assets
$151,819
Revenue
$61,318
Expenses
$23,996
Net income
$37,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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