Civic Intelligence

Dorothea Berggren Charitable Foundation

990PF • Fiscal year 2016 • EIN 20-0266874

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 13, 2017

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.

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

30th percentile

-6.9%

Higher net margin than 30% of similar nonprofits.

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

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.

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

Asset Growth

35th percentile

-4.9%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

99th percentile

867%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$192,464

Down $9,995 (-4.9%) from 2015

Net Assets

Down

$192,464

Down $9,995 (-4.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin30th percentile

Revenue

Up

$144,149

Up $129,235 (+867%) from 2015

Expenses

Up

$154,144

Up $152,160 (+7669%) from 2015

Net Income

Down

-$9,995

Down $22,925 (-177%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2016

Assets$192,464
Liabilities$0
Net Assets$192,464
Open 2016 Filing

Operations Trend

Revenue Growth99th 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

2016

Revenue$144,149
Expenses$154,144
Net Income-$9,995
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 13, 2017
Return Version
2016v3.0
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
2017-03-13
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 Appendix327 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01245
AppliedToPriorYearElection/ElectionDesc0ELECTION STATEMENT UNDER REG. 53.4942(A)-3(D)(2) TAXPAYER, DOROTHEA BERGGREN CHARITABLE FOUNDATION, EMPLOYER IDENTIFICATION NO. 20-0266874, HEREBY ELECTS UNDER REG. 53.4942(A)-3(D)(2) TO DESIGNATE THE QUALIFYING DISTRIBUTION OF $150,000 IT MADE ON DECEMBER 1, 2016. THE TAXPAYER ELECTS THAT THE DISTRIBUTION BE ALLOCATED IN THE FOLLOWING MANNER: (1) $11,655 TO THE TAXABLE YEAR ENDING DECEMBER 31, 2015; (2) $7,414 TO THE TAXABLE YEAR ENDING DECEMBER 31, 2014; AND (3) $130,931 TO THE TAXABLE YEAR ENDING DECEMBER 31, 2016. DATE: MARCH 10, 2017 ____________________________ DOROTHEA BERGGREN, PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT, DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02625444899
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DOROTHEA L BERGGREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROSTATE CANCER IMMUNOTHERAPY RESEARCH EUGENE D. KWON, M.D.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 FIRST STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055905
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
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/AppliedToCurrentYearAmt011602
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt07414
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011655
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011602
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0119329
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0119329
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0119329
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0119329
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt07414
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011655
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DOROTHEA BERGGREN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0180 E PEARSON ST APT 5801
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060611
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0128864
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0128864
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS STOCKS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-11-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UBS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3UNREALIZED LOSS ON DONATED SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1124
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3267
TaxesSchedule/TaxesDetail/Amt02483
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02483
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOROTHEA BERGGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625444899
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0FC22664657D271C64C70CDD38C51ACA5CF22E103
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FC22664657D271C64C70CDD38C51ACA5CF22E103
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.162.121.50
ReturnHeader/FilingSecurityInformation/IPDt02017-03-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:36:50
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/ReturnTs02017-03-20T12:52:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$192,464
Liabilities
$0
Net assets
$192,464
Revenue
$144,149
Expenses
$154,144
Net income
-$9,995
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