Civic Intelligence

Leonard and Alice Berkowitz Family Foundation Inc

EIN 20-2039022 • Carmel, IN

C/O Mr Eugene BateCarmel, IN 46032
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2015

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2015

Net Margin

40th percentile

-3.3%

Higher net margin than 40% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2015

Asset Growth

18th percentile

-62%

Faster asset growth than 18% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-64%

Faster revenue growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$235

Down $385 (-62%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$235

Down $385 (-62%) from 2014

Operations
Liabilities / Revenue66th percentileNet Margin40th percentile

Revenue

Down

$11,560

Down $20,940 (-64%) from 2014

Expenses

Down

$11,945

Down $22,409 (-65%) from 2014

Net Income

Up

-$385

Up $1,469 (+79%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2010: $6,064Liabilities 2010: $0Net Assets 2010: $6,0642010Assets 2011: $37,011Liabilities 2011: $12011Assets 2012: $2,765Liabilities 2012: $0Net Assets 2012: $2,7652012Assets 2013: $2,474Liabilities 2013: $0Net Assets 2013: $2,4742013Assets 2014: $620Liabilities 2014: $0Net Assets 2014: $6202014Assets 2015: $235Liabilities 2015: $0Net Assets 2015: $2352015

Highlighted filing

2015

Assets$235
Liabilities$0
Net Assets$235
Open 2015 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KExpenses 2010: $33,7472010Revenue 2011: $65,000Expenses 2011: $34,053Net Income 2011: $30,9472011Expenses 2012: $34,2462012Revenue 2013: $34,014Expenses 2013: $34,305Net Income 2013: -$2912013Revenue 2014: $32,500Expenses 2014: $34,354Net Income 2014: -$1,8542014Revenue 2015: $11,560Expenses 2015: $11,945Net Income 2015: -$3852015

Highlighted filing

2015

Revenue$11,560
Expenses$11,945
Net Income-$385
Open 2015 Filing

Filings

Most recent year

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

Open filing
Assets
$235
Liabilities
$0
Net assets
$235
Revenue
$11,560
Expenses
$11,945
Net income
-$385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$11.6$11.9$0.39
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$32.5$34.4$1.85
2013Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$34.0$34.3$0.29
2012Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$34.2
2011Summary only. Only limited summary data is available for this year.$37.0$0.00$65.0$34.1$30.9
2010Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$33.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK JEFFERSDirector-$0--
ALICE R BERKOWITZPresident/Director-$0--
EUGENE BATETreasurer/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Leonard and Alice Berkowitz
EIN
20-2039022
In Care Of
% PATRICK JEFFERS
Phone
3174750149
Address
C/O Mr Eugene Bate, Carmel, IN 46032

Signing Officer

Name
Eugene Bate
Title
Treasurer/Secretary
Phone
3174750149
Signed
2016-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Holly M Pantzer
Phone
3174750149
Raw XML Appendix272 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/UndistributedIncomeGrp/TotalCorpusAmt0176415
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0164808
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Alice Berkowitz
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0565 Sanctuary Drive Apt B-405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Longboat Key
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034228
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0140
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENE BATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer/Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum03174750149
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Leonard and Alice Berkowitz
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0202039022
ReturnHeader/Filer/InCareOfNm0% PATRICK JEFFERS
ReturnHeader/Filer/PhoneNum03174750149
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O Mr Eugene Bate
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 N Illinois Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03174750149
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY M PANTZER
ReturnHeader/ReturnTs02016-03-08T14:40:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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