Civic Intelligence

Dorothea Berggren Charitable Foundation

990PF • Fiscal year 2015 • EIN 20-0266874

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 11, 2016

Organization Profile
W233 N2080 Ridgeview Pkwy No 301Waukesha, WI 53188

(262) 544-4899

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

63rd percentile

6.8%

Faster asset growth than 63% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

62nd percentile

7.5%

Faster revenue growth than 62% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$202,459

Up $12,930 (+6.8%) from 2014

Net Assets

Up

$202,459

Up $12,930 (+6.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Up

$14,914

Up $1,042 (+7.5%) from 2014

Expenses

Up

$1,984

Up $395 (+25%) from 2014

Net Income

Up

$12,930

Up $647 (+5.3%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$10M$5.0M$0Assets 2010: $157,845Liabilities 2010: $0Net Assets 2010: $157,8452010Assets 2011: $158,010Liabilities 2011: $0Net Assets 2011: $158,0102011Assets 2012: $167,189Liabilities 2012: $0Net Assets 2012: $167,1892012Assets 2013: $177,246Liabilities 2013: $0Net Assets 2013: $177,2462013Assets 2014: $189,529Liabilities 2014: $0Net Assets 2014: $189,5292014Assets 2015: $202,459Liabilities 2015: $0Net Assets 2015: $202,4592015Assets 2016: $192,464Liabilities 2016: $0Net Assets 2016: $192,4642016Assets 2017: $6,608,831Liabilities 2017: $0Net Assets 2017: $6,608,8312017Assets 2018: $7,795,828Liabilities 2018: $224Net Assets 2018: $7,795,6042018Assets 2019: $9,061,379Liabilities 2019: $805Net Assets 2019: $9,060,5742019Assets 2020: $8,795,399Liabilities 2020: $853Net Assets 2020: $8,794,5462020Assets 2021: $8,356,047Liabilities 2021: $865Net Assets 2021: $8,355,1822021Assets 2022: $7,980,101Liabilities 2022: $866Net Assets 2022: $7,979,2352022Assets 2023: $7,809,692Liabilities 2023: $866Net Assets 2023: $7,808,8262023Assets 2024: $7,835,420Liabilities 2024: $866Net Assets 2024: $7,834,5542024

Highlighted filing

2015

Assets$202,459
Liabilities$0
Net Assets$202,459
Open 2015 Filing

Operations Trend

Revenue Growth62nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $5,5382010Expenses 2011: $9,3042011Expenses 2012: $1,9772012Revenue 2013: $12,340Expenses 2013: $2,283Net Income 2013: $10,0572013Revenue 2014: $13,872Expenses 2014: $1,589Net Income 2014: $12,2832014Revenue 2015: $14,914Expenses 2015: $1,984Net Income 2015: $12,9302015Revenue 2016: $144,149Expenses 2016: $154,144Net Income 2016: -$9,9952016Revenue 2017: $7,038,954Expenses 2017: $622,587Net Income 2017: $6,416,3672017Revenue 2018: $1,421,373Expenses 2018: $234,600Net Income 2018: $1,186,7732018Revenue 2019: $2,810,421Expenses 2019: $1,545,451Net Income 2019: $1,264,9702019Revenue 2020: $230,723Expenses 2020: $496,751Net Income 2020: -$266,0282020Revenue 2021: -$39,907Expenses 2021: $399,457Net Income 2021: -$439,3642021Revenue 2022: $251,933Expenses 2022: $627,880Net Income 2022: -$375,9472022Revenue 2023: $90,231Expenses 2023: $260,640Net Income 2023: -$170,4092023Revenue 2024: $370,453Expenses 2024: $344,725Net Income 2024: $25,7282024

Highlighted filing

2015

Revenue$14,914
Expenses$1,984
Net Income$12,930
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHEA L BERGGRENPresident, Director-$0--
WILHELM BORNTRAEGERVice President, Director-$0--
KEVIN P BRESLINSecretary, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Dorothea Berggren Charitable Foundation
EIN
20-0266874
Phone
2625444899
Address
W233 N2080 RIDGEVIEW PKWY NO 301, WAUKESHA, WI 53188

Signing Officer

Name
Dorothea Berggren
Title
President
Phone
2625444899
Signed
2016-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Dwayne Johnson & Associates Sc
Address
W233 N2080 RIDGEVIEW PKWY SUITE 301, WAUKESHA, WI 53188
Preparer
Rick C Steiner
Phone
2625444899
Raw XML Appendix292 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY, TREASURER
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt07414
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011655
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07414
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UBS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1243
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1243
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt290
TaxesSchedule/TaxesDetail/Amt0246
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0246
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOROTHEA BERGGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625444899
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHEA BERGGREN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0200266874
ReturnHeader/Filer/PhoneNum02625444899
ReturnHeader/Filer/USAddress/AddressLine1Txt0W233 N2080 RIDGEVIEW PKWY NO 301
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053188
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391750654
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DWAYNE JOHNSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0W233 N2080 RIDGEVIEW PKWY SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053188
ReturnHeader/PreparerPersonGrp/PhoneNum02625444899
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICK C STEINER
ReturnHeader/ReturnTs02016-04-04T11:31:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$202,459
Liabilities
$0
Net assets
$202,459
Revenue
$14,914
Expenses
$1,984
Net income
$12,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.83$0.37$0.34$0.03
2023Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.09$0.26$0.17
2022Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.25$0.63$0.38
2021Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.04$0.40$0.44
2020Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.79$0.23$0.50$0.27
2019Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$2.81$1.55$1.26
2018Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$1.42$0.23$1.19
2017Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$7.04$0.62$6.42
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.14$0.15$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.01$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.01$0.00$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.01$0.00$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01