Civic Intelligence

Joseph Bergman Charitable Foundation

990PF • Fiscal year 2020 • EIN 20-2340553

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

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.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Net Margin

91st percentile

93%

Higher net margin than 91% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Asset Growth

94th percentile

85%

Faster asset growth than 94% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

251%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$637,638

Up $293,070 (+85%) from 2019

Net Assets

Up

$637,638

Up $293,070 (+85%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin91st percentile

Revenue

Up

$316,136

Up $226,017 (+251%) from 2019

Expenses

Down

$21,433

Down $17,277 (-45%) from 2019

Net Income

Up

$294,703

Up $243,294 (+473%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2020

Assets$637,638
Liabilities$0
Net Assets$637,638
Open 2020 Filing

Operations Trend

Revenue Growth91st 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

2020

Revenue$316,136
Expenses$21,433
Net Income$294,703
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENE LOEVINGERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE ORGANIZATIONPCBROOKLYN, NY, US$6,000
Paid Grant-CHARITABLE ORGANIZATIONPCBROOKLYN, NY, US$3,600
Paid Grant-CHARITABLE ORGANIZATIONPCLAKEWOOD, NJ, US$3,000
Paid Grant-CHARITABLE ORGANIZATIONPCLAKEWOOD, NJ, US$1,610
Paid Grant-ADVANCED TORAH STUDIESPCLAKEWOOD, NJ, US$500
Paid Grant-CHARITABLE ORGANIZATIONPCLAKEWOOD, NJ, US$500
Paid Grant-CHARITABLE ORGANIZATIONPCLAKEWOOD, NJ, US$500
Paid Grant-CHARITABLE ORGANIZATIONPCLAKEWOOD, NJ, US$500
Paid Grant-CHARITABLE ORGANIZATIONPCHOWELL, NJ, US$500
Paid Grant-CHARITABLE ORGANIZATIONPCBROOKLYN, NY, US$500
Paid Grant-CHARITABLE ORGANIZATIONPCLAKEWOOD, NJ, US$500
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
2021-05-14
Discuss with paid preparer
No

Preparer

Firm
Marvin Koenigsberg CPA
Address
2102 QUENTIN ROAD, Brooklyn, NY 11229
Preparer
Marvin Koenigsberg
Phone
7186453300
Raw XML Appendix334 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt10
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02086
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0294703
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01088318
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt038
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03723
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03723
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0294703
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01633
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0639271
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0344568
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0637638
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt027088
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027088
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt027088
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0653018
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IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0344568
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0637638
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0344568
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0344568
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0344568
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0550000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0100000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0450000
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08250
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027088
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0541750
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0550000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EUGENE LOEVINGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05014 16TH AVE SUITE 172
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt021433
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt021433
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EUGENE LOEVINGER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BROOKLYN
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09178063961
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt96000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3KOLLEL MACHZEKEI HADAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CONGREGATION BAIS PINCHAS SHALOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CONGREGATION LORITSK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6BAIS MEDRASH HOPE CHAPEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7CONGREGATION TORAH TEMIMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8CONGREGATION BAIS AHARON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9YESHIVA KARLIN STOLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10BAIS BRACHO OF LAKEWOOD
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-14T15:23:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EUGENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOEVINGER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$637,638
Liabilities
$0
Net assets
$637,638
Revenue
$316,136
Expenses
$21,433
Net income
$294,703
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