Civic Intelligence

Joseph Bergman Charitable Foundation

990PF • Fiscal year 2019 • EIN 20-2340553

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 24, 2020

Organization Profile
5014 16th Ave Suite 172Brooklyn, NY 11204

(718) 645-3300

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.00x

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Net Margin

80th percentile

57%

Higher net margin than 80% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-68%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$344,568

Up $51,409 (+18%) from 2018

Net Assets

Up

$344,568

Up $51,409 (+18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin80th percentile

Revenue

Down

$90,119

Down $193,590 (-68%) from 2018

Expenses

Up

$38,710

Up $37,700 (+3733%) from 2018

Net Income

Down

$51,409

Down $231,290 (-82%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$800K$600K$400K$200K$0Assets 2011: $349,633Liabilities 2011: $02011Assets 2012: $576,870Liabilities 2012: $02012Assets 2013: $656,343Liabilities 2013: $02013Assets 2014: $631,605Liabilities 2014: $02014Assets 2015: $688,394Liabilities 2015: $02015Assets 2017: $10,460Liabilities 2017: $0Net Assets 2017: $10,4602017Assets 2018: $293,159Liabilities 2018: $0Net Assets 2018: $293,1592018Assets 2019: $344,568Liabilities 2019: $0Net Assets 2019: $344,5682019Assets 2020: $637,638Liabilities 2020: $0Net Assets 2020: $637,6382020Assets 2021: $637,856Liabilities 2021: $0Net Assets 2021: $637,8562021Assets 2022: $655,885Liabilities 2022: $0Net Assets 2022: $655,8852022Assets 2023: $640,051Liabilities 2023: $0Net Assets 2023: $640,0512023Assets 2024: $260,867Liabilities 2024: $0Net Assets 2024: $260,8672024

Highlighted filing

2019

Assets$344,568
Liabilities$0
Net Assets$344,568
Open 2019 Filing

Operations Trend

Revenue Growth17th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $9,779Expenses 2011: $17,103Net Income 2011: -$7,3242011Revenue 2012: $257,937Expenses 2012: $30,700Net Income 2012: $227,2372012Revenue 2013: $112,430Expenses 2013: $32,957Net Income 2013: $79,4732013Revenue 2014: $3,973Expenses 2014: $28,711Net Income 2014: -$24,7382014Revenue 2015: $106,981Expenses 2015: $102,449Net Income 2015: $4,5322015Revenue 2017: $45Expenses 2017: $53,775Net Income 2017: -$53,7302017Revenue 2018: $283,709Expenses 2018: $1,010Net Income 2018: $282,6992018Revenue 2019: $90,119Expenses 2019: $38,710Net Income 2019: $51,4092019Revenue 2020: $316,136Expenses 2020: $21,433Net Income 2020: $294,7032020Revenue 2021: $56,308Expenses 2021: $56,090Net Income 2021: $2182021Revenue 2022: $59,953Expenses 2022: $41,920Net Income 2022: $18,0332022Revenue 2023: -$14,788Expenses 2023: $920Net Income 2023: -$15,7082023Revenue 2024: -$114,486Expenses 2024: $191,127Net Income 2024: -$305,6132024

Highlighted filing

2019

Revenue$90,119
Expenses$38,710
Net Income$51,409
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 24, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENE LOEVINGERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph Bergman Charitable Foundatio
EIN
20-2340553
Address
5014 16TH AVE SUITE 172, BROOKLYN, NY 11204

Signing Officer

Name
Eugene Loevinger
Title
Trustee
Phone
9178063961
Signed
2020-07-24
Discuss with paid preparer
No

Preparer

Firm
Marvin Koenigsberg CPA
Address
2102 QUENTIN ROAD, Brooklyn, NY 11229
Preparer
Marvin Koenigsberg
Phone
7186453300
Raw XML Appendix356 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SYNAGOGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGIOUS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SYNAGOGUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5RELIGIOUS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6RELIGIOUS SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CONGREGATION ANSHEI SEFARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BANK AMERICA CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SHASHELES BAIS YAKOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CONGREGATION KARLIN STOLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4YESHIVA KARLIN STOLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5MESIVTA OF LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6LAKEWOOD CHEDER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0213 PINE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 55850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21681 42ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31801 55TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41801 55TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5801 KENNEDY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6725 VASSAR AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd211204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd311204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd411204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd508701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd608701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037900
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/AppliedToCurrentYearAmt015558
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015558
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt052297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0826374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt070185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028711
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028711
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0972008
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt052297
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0826374
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt070185
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038710
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023152
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01000719
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0977567
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0EUGENE LOEVINGER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01349 EAST 26TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BROOKLYN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011210
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKER CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0200
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0FLORIDA
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENE LOEVINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09178063961
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH BERGMAN CHARITABLE FOUNDATIO
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0202340553
ReturnHeader/Filer/USAddress/AddressLine1Txt05014 16TH AVE SUITE 172
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011204
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134142755
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARVIN KOENIGSBERG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02102 QUENTIN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011229
ReturnHeader/PreparerPersonGrp/PhoneNum07186453300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARVIN KOENIGSBERG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-29T11:12:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$344,568
Liabilities
$0
Net assets
$344,568
Revenue
$90,119
Expenses
$38,710
Net income
$51,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$1.14$1.91$3.06
2023Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.15$0.01$0.16
2022Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.60$0.42$0.18
2021Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.56$0.56$0.00
2020Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$3.16$0.21$2.95
2019Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.90$0.39$0.51
2018Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$2.84$0.01$2.83
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.54$0.54
2015Summary only. Only limited summary data is available for this year.$6.88$0.00$1.07$1.02$0.05
2014Summary only. Only limited summary data is available for this year.$6.32$0.00$0.04$0.29$0.25
2013Summary only. Only limited summary data is available for this year.$6.56$0.00$1.12$0.33$0.79
2012Summary only. Only limited summary data is available for this year.$5.77$0.00$2.58$0.31$2.27
2011Summary only. Only limited summary data is available for this year.$3.50$0.00$0.10$0.17$0.07