Civic Intelligence

William a Berry Family Foundation

EIN 20-8001242 • Oklahoma City, OK

805 NW 63rd StOklahoma City, OK 73116
Siviq Scores

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

Liabilities / Assets

72nd percentile

0.02x

Higher debt load relative to assets than 72% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.13x

Higher debt load relative to revenue than 86% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

<$500k nonprofits • Source year 2024

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 2024

Asset Growth

65th percentile

5.1%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

230%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$109,592

Up $5,282 (+5.1%) from 2023

Liabilities

Up

$1,845

Up $1,845 from 2023

Net Assets

Up

$107,747

Up $3,437 (+3.3%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin77th percentile

Revenue

Up

$14,193

Up $9,886 (+230%) from 2023

Expenses

Up

$10,756

Up $158 (+1.5%) from 2023

Net Income

Up

$3,437

Up $9,728 (+155%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$200K$150K$100K$50K$0Assets 2011: $169,666Liabilities 2011: $02011Assets 2012: $158,508Liabilities 2012: $02012Assets 2013: $155,265Liabilities 2013: $02013Assets 2014: $146,229Liabilities 2014: $02014Assets 2015: $139,598Liabilities 2015: $02015Assets 2016: $121,006Liabilities 2016: $0Net Assets 2016: $121,0062016Assets 2017: $130,203Liabilities 2017: $0Net Assets 2017: $130,2032017Assets 2018: $123,582Liabilities 2018: $0Net Assets 2018: $123,5822018Assets 2019: $118,434Liabilities 2019: $0Net Assets 2019: $118,4342019Assets 2020: $111,334Liabilities 2020: $0Net Assets 2020: $111,3342020Assets 2021: $118,291Liabilities 2021: $0Net Assets 2021: $118,2912021Assets 2022: $110,601Liabilities 2022: $0Net Assets 2022: $110,6012022Assets 2023: $104,310Liabilities 2023: $0Net Assets 2023: $104,3102023Assets 2024: $109,592Liabilities 2024: $1,845Net Assets 2024: $107,7472024

Highlighted filing

2024

Assets$109,592
Liabilities$1,845
Net Assets$107,747
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$40K$20K$0-$20KRevenue 2011: -$2,205Expenses 2011: $5,804Net Income 2011: -$8,0092011Revenue 2012: -$1,327Expenses 2012: $9,831Net Income 2012: -$11,1582012Revenue 2013: $4,182Expenses 2013: $7,427Net Income 2013: -$3,2452013Revenue 2014: $2,890Expenses 2014: $11,926Net Income 2014: -$9,0362014Revenue 2015: $2,300Expenses 2015: $8,931Net Income 2015: -$6,6312015Revenue 2016: -$168Expenses 2016: $18,424Net Income 2016: -$18,5922016Revenue 2017: $22,368Expenses 2017: $13,171Net Income 2017: $9,1972017Revenue 2018: $6,676Expenses 2018: $13,297Net Income 2018: -$6,6212018Revenue 2019: $5,766Expenses 2019: $10,914Net Income 2019: -$5,1482019Revenue 2020: $3,448Expenses 2020: $10,548Net Income 2020: -$7,1002020Revenue 2021: $17,650Expenses 2021: $10,693Net Income 2021: $6,9572021Revenue 2022: $3,734Expenses 2022: $11,424Net Income 2022: -$7,6902022Revenue 2023: $4,307Expenses 2023: $10,598Net Income 2023: -$6,2912023Revenue 2024: $14,193Expenses 2024: $10,756Net Income 2024: $3,4372024

Highlighted filing

2024

Revenue$14,193
Expenses$10,756
Net Income$3,437
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,592
Liabilities
$1,845
Net assets
$107,747
Revenue
$14,193
Expenses
$10,756
Net income
$3,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.02$1.08$0.14$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.18$0.11$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.03$0.11$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.06$0.11$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.07$0.13$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.22$0.13$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.00$0.18$0.19
2015Summary only. Only limited summary data is available for this year.$1.40$0.00$0.02$0.09$0.07
2014Summary only. Only limited summary data is available for this year.$1.46$0.00$0.03$0.12$0.09
2013Summary only. Only limited summary data is available for this year.$1.55$0.00$0.04$0.07$0.03
2012Summary only. Only limited summary data is available for this year.$1.59$0.00$0.01$0.10$0.11
2011Summary only. Only limited summary data is available for this year.$1.70$0.00$0.02$0.06$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 21, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH BERRY PAYNEPresident-$0--
NICHOLS BURWELL BERRYVice-Preside-$0--
Filing and Contact Details

Filer

Filer Name
William a Berry Family Foundation
EIN
20-8001242
Phone
4052357700
Address
805 NW 63RD ST, OKLAHOMA CITY, OK 73116

Signing Officer

Name
Elizabeth Berry Payne
Title
President
Phone
4055235770
Signed
2025-01-21
Discuss with paid preparer
Yes

Preparer

Firm
Peters & Chandler Pc
Address
6801 BROADWAY EXT STE 105, OKLAHOMA CITY, OK 73116-9068
Preparer
Rodney W England
Phone
4058439371
Raw XML Appendix308 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITBABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITALBE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1REGIONAL FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LITTLE TRAVERSE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NICHOLS HILLS UNITED MET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ALL SOULS ESPICOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01001 NW 63RD ST STE 210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13355 PURDUE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23264 POWELL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31212 BEDFORD DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46400 N PENNSYLVANIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HARBOR SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NICHOLS HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd173137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249740
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd373116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd473116
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07300
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/AppliedToCurrentYearAmt07729
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07729
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01852
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01542
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01542
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06843
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01411
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01598
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01459
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09140
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01411
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08385
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06974
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0508
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0508
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01544
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MIDFIRST - AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01544
TaxesSchedule/TaxesDetail/Amt036
TaxesSchedule/TaxesDetail/Amt136
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH BERRY PAYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04055235770
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM A BERRY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0208001242
ReturnHeader/Filer/PhoneNum04052357700
ReturnHeader/Filer/USAddress/AddressLine1Txt0805 NW 63RD ST
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731078673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERS & CHANDLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06801 BROADWAY EXT STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731169068
ReturnHeader/PreparerPersonGrp/PhoneNum04058439371
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODNEY W ENGLAND
ReturnHeader/ReturnTs02025-01-30T14:20:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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