Civic Intelligence

Berbeewaish Foundation Inc.

990PF • Fiscal year 2024 • EIN 20-5892278

Jan 01, 2024 to Dec 31, 2024 • Filed on May 23, 2025

PO Box 620676Middleton, WI 53562-0676

(608) 333-6060

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-524%

Higher net margin than 1% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$5,000

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

6th percentile

-29%

Faster asset growth than 6% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$796,261

Down $330,001 (-29%) from 2023

Net Assets

Down

$796,261

Down $330,001 (-29%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$70,468

Up $114,521 (+260%) from 2023

Expenses

Up

$439,694

Up $135,911 (+45%) from 2023

Net Income

Down

-$369,226

Down $21,390 (-6.1%) from 2023

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,856,732Liabilities 2011: $02011Assets 2012: $3,441,148Liabilities 2012: $02012Assets 2013: $3,407,381Liabilities 2013: $02013Assets 2014: $3,345,402Liabilities 2014: $02014Assets 2015: $972,107Liabilities 2015: $02015Assets 2018: $131,047Liabilities 2018: $0Net Assets 2018: $131,0472018Assets 2019: $118,991Liabilities 2019: $0Net Assets 2019: $118,9912019Assets 2020: $50,052Liabilities 2020: $0Net Assets 2020: $50,0522020Assets 2021: $2,024,563Liabilities 2021: $0Net Assets 2021: $2,024,5632021Assets 2022: $1,289,709Liabilities 2022: $0Net Assets 2022: $1,289,7092022Assets 2023: $1,126,262Liabilities 2023: $0Net Assets 2023: $1,126,2622023Assets 2024: $796,261Liabilities 2024: $0Net Assets 2024: $796,2612024

Highlighted filing

2024

Assets$796,261
Liabilities$0
Net Assets$796,261

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $127,104Expenses 2011: $207,718Net Income 2011: -$80,6142011Revenue 2012: $603,078Expenses 2012: $333,422Net Income 2012: $269,6562012Revenue 2013: $541,426Expenses 2013: $716,605Net Income 2013: -$175,1792013Revenue 2014: $282,898Expenses 2014: $265,110Net Income 2014: $17,7882014Revenue 2015: $596,691Expenses 2015: $2,355,085Net Income 2015: -$1,758,3942015Revenue 2018: $7,230Expenses 2018: $364,024Net Income 2018: -$356,7942018Revenue 2019: $306,924Expenses 2019: $323,405Net Income 2019: -$16,4812019Revenue 2020: $309,534Expenses 2020: $379,432Net Income 2020: -$69,8982020Revenue 2021: $2,326,784Expenses 2021: $374,594Net Income 2021: $1,952,1902021Revenue 2022: -$159,822Expenses 2022: $422,718Net Income 2022: -$582,5402022Revenue 2023: -$44,053Expenses 2023: $303,783Net Income 2023: -$347,8362023Revenue 2024: $70,468Expenses 2024: $439,694Net Income 2024: -$369,2262024

Highlighted filing

2024

Revenue$70,468
Expenses$439,694
Net Income-$369,226
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 23, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL S SHAINDirector-$5,000-$5,000
KAREN BIRGIT BACHDirector-$5,000-$5,000
DR AZITA G HAMEDANIDirector-$5,000-$5,000
JAMES G BERBEEDirector, President, Treas-$0--
KAREN A WALSHDirector, Vice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWHITE HOUSE HISTORICAL ASSOCIATIONEDUCATING THE PUBLIC ABOUT THE EXECUTIVE MANSIONPCWASHINGTON, DC, US$150,000
Paid GrantMADISON CAT PROJECT INCANIMAL HEALTH SUPPORT - CAT ADOPTION AND MEDICAL CAREPCMADISON, WI, US$142,161
Paid GrantMADISON OPERA INCARTS SUPPORT - OPERA IN THE PARKPCMADISON, WI, US$30,000
Paid GrantOSKHOSH AREA HUMANE SOCIETYANIMAL HEALTH - TRAP NEUTER RETURN SERVICESPCOSHKOSH, WI, US$17,000
Paid GrantAGRACE FOUNDATION INCHUMAN HEALTH SUPPORT - RACE FOR AGRACE-MADISONPCMADISON, WI, US$15,000
Paid GrantUNDERDOG PET RESCUE OF WISCONSIN INCALL-BREED COMPANION ANIMAL RESCUEPCMADISON, WI, US$11,000
Paid GrantDANE COUNTY HUMANE SOCIETYANIMAL WELFAREPCMADISON, WI, US$10,000
Paid GrantNEIGHBORHOOD HOUSE COMUNITY CENTERCOMMUNITY PROGRAMMING AND SOCIAL SERVICES FOR NEIGHBORS IN NEEDPCMADISON, WI, US$10,000
Paid GrantNORTH WINDS RESCUEEQUINE RESCUEPCDEERFIELD, WI, US$10,000
Paid GrantTRI 4 SCHOOLS (DBA ACTIVE YOUTH WISCONSIN)ACTIVE YOUTHPCVERONA, WI, US$10,000
Paid GrantUNIVERSITY OF WISCONSIN FOUNDATIONEDUCATION SUPPORT - BERBEEWALSH SCHOLARS FUNDPCMADISON, WI, US$10,000
Paid GrantGATEWAY TO THE DRIFTLESS INCLEGACY PAVILION IN H. M. ZANDER COMMUNITY NATURE PARKPCBLACK EARTH, WI, US$5,000
Filing and Contact Details

Filer

Filer Name
Berbeewalsh Foundation Inc
EIN
20-5892278
Phone
6083336060
Address
PO BOX 620676, MIDDLETON, WI 53562-0676

Signing Officer

Name
James Berbee
Title
President
Phone
6083336060
Signed
2025-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
PO BOX 7398, MADISON, WI 53707-7398
Preparer
Joshua Ganshert CPA
Phone
6082496622
Raw XML AppendixShowing 400 of 437 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/GrantOrContributionPurposeTxt0HUMAN HEALTH SUPPORT - RACE FOR AGRACE-MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ANIMAL WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2LEGACY PAVILION IN H. M. ZANDER COMMUNITY NATURE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ANIMAL HEALTH SUPPORT - CAT ADOPTION AND MEDICAL CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ARTS SUPPORT - OPERA IN THE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5COMMUNITY PROGRAMMING AND SOCIAL SERVICES FOR NEIGHBORS IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EQUINE RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7ANIMAL HEALTH - TRAP NEUTER RETURN SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8ACTIVE YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9ALL-BREED COMPANION ANIMAL RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10EDUCATION SUPPORT - BERBEEWALSH SCHOLARS FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6NORTH WINDS RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7OSKHOSH AREA HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8TRI 4 SCHOOLS (DBA ACTIVE YOUTH WISCONSIN)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9UNDERDOG PET RESCUE OF WISCONSIN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10UNIVERSITY OF WISCONSIN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11WHITE HOUSE HISTORICAL ASSOCIATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05395 E CHERYL PARKWAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92508 S STOUGHTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101848 UNIVERSITY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11740 JACKSON PLACE NW
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0420161
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt046711
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046711
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0239491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0314280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0315482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0360154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0313236
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0313236
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01618273
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0388866
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0239491
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0314280
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0315482
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0360154
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0435577
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0388866
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01931509
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01542643
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt029
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt029
OtherIncreasesSchedule/OtherIncreasesDetail/Amt039225
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