Civic Intelligence

Morton and Ruth Berger Foundation

990PF • Fiscal year 2011 • EIN 13-7098611

Jan 01, 2011 to Dec 31, 2011 • Filed on Dec 05, 2012

Organization Profile
C/O Max Wasser 132 Nassau StreetRoom/Suite 30010038
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

74th percentile

10%

Faster asset growth than 74% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$575,623

Up $52,372 (+10%) from 2010

Net Assets

Up

$575,623

Up $52,372 (+10%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$128

Down $474 (-79%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$800K$600K$400K$200K$0Assets 2010: $523,251Liabilities 2010: $0Net Assets 2010: $523,2512010Assets 2011: $575,623Liabilities 2011: $0Net Assets 2011: $575,6232011Assets 2012: $661,893Liabilities 2012: $0Net Assets 2012: $661,8932012Assets 2013: $693,590Liabilities 2013: $0Net Assets 2013: $693,5902013Assets 2014: $666,583Liabilities 2014: $0Net Assets 2014: $666,5832014Assets 2015: $699,643Liabilities 2015: $0Net Assets 2015: $699,6432015Assets 2016: $722,473Liabilities 2016: $0Net Assets 2016: $722,4732016Assets 2017: $701,397Liabilities 2017: $0Net Assets 2017: $701,3972017Assets 2018: $621,096Liabilities 2018: $0Net Assets 2018: $621,0962018

Highlighted filing

2011

Assets$575,623
Liabilities$0
Net Assets$575,623
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2010: $6022010Expenses 2011: $1282011Expenses 2012: $1,2302012Revenue 2013: $35,000Expenses 2013: $3,303Net Income 2013: $31,6972013Revenue 2014: -$15,391Expenses 2014: $11,616Net Income 2014: -$27,0072014Revenue 2015: $90,615Expenses 2015: $57,555Net Income 2015: $33,0602015Revenue 2016: $25,830Expenses 2016: $3,000Net Income 2016: $22,8302016Revenue 2017: $60Expenses 2017: $21,136Net Income 2017: -$21,0762017Revenue 2018: $1,325Expenses 2018: $81,626Net Income 2018: -$80,3012018

Highlighted filing

2011

Revenue-
Expenses$128
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Dec 5, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN BERGERTrusteePT$0--
Filing and Contact Details

Filer

EIN
13-7098611
Raw XML Appendix205 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.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses052372
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm096
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome096
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0125
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss03
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0128
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses052500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0125
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
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IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/DistributableAmount/TotalTax02
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue02
IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0551434
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08272
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn027158
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0543162
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STEPHEN BERGER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104305 SW TUNNELWOOD ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PORTLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode097221
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct050329
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets050328
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.092657
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.001260
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.203791
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.142417
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.060493
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.055324
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0543162
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10476126
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50379923
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0125
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2085813
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3065591
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4026415
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5021019
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.463285
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0125
IRS990PF/QualifyingDistributions/ExpensesAndContributions0125
IRS990PF/QualifyingDistributions/QualifyingDistributions0125
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MAX WASSER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02129626100
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10132 NASSAU ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NEW YORK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode010038
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10GRANTS TO CHARITABLE ORGANIZATIONS
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0125
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted027156
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2064763
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3026334
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus027031
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY027031
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear064066
IRS990PF/UndistributedIncome/ExcessFromYear2064066
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IRS990PF/UndistributedIncome/TotalCorpus064066
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions052500
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine104305 SW TUNNELWOOD ST
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0PORTLAND
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0OR
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode097221
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0CHAR LEAD TRUST UWO RUTH BERGER
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1ADVERTISING
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0125
TaxesSchedule/Taxes/Amount03
TaxesSchedule/Taxes/Category0IRS
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0137098611
ReturnHeader/Filer/Name/BusinessNameLine10MORTON AND RUTH BERGER FOUNDATION
ReturnHeader/Filer/NameControl0MORT
ReturnHeader/Filer/Phone02129626100
ReturnHeader/Filer/USAddress/AddressLine10C/O MAX WASSER 132 NASSAU STREET
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 300
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010038
ReturnHeader/Officer/DateSigned02012-12-05
ReturnHeader/Officer/Name0STEPHEN BERGER
ReturnHeader/Officer/Phone02129626100
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-12-05
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WASSERBRETTLERKLAR & LIPSTEIN LLP CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10132 NASSAU STREET SUITE 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010038
ReturnHeader/Preparer/Name0MICHAEL LIPSTEIN
ReturnHeader/Preparer/Phone02129626100
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-12-13T11:28:12-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$575,623
Liabilities
$0
Net assets
$575,623
Revenue
-
Expenses
$128
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.01$0.82$0.80
2017Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.00$0.21$0.21
2016Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.26$0.03$0.23
2015Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.91$0.58$0.33
2014Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.15$0.12$0.27
2013Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.35$0.03$0.32
2012Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.01
2011Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.00
2010Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.01