Civic Intelligence

Berger Family Charitable Foundation C/O Andersen Tax LLC

990PF • Fiscal year 2014 • EIN 20-8629538

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization Profile
2 Avery Street No 34EBoston, MA 02111

(617) 933-3600

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

2014 filings • NTEE T22 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

89th percentile

0.00x

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

2014 filings • NTEE T22 • <$500k nonprofits • Source year 2014

Net Margin

4th percentile

-17384%

Higher net margin than 4% of similar nonprofits.

2014 filings • NTEE T22 • <$500k nonprofits • Source year 2014

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.

2014 filings • NTEE T22 • <$500k nonprofits • Source year 2014

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2014 filings • NTEE T22 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

2014 filings • NTEE T22 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$46,078

Down $5,564 (-11%) from 2013

Net Assets

Down

$46,078

Down $5,564 (-11%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin4th percentile

Revenue

Down

$32

Down $351,676 (-100%) from 2013

Expenses

Down

$5,595

Down $294,475 (-98%) from 2013

Net Income

Down

-$5,563

Down $57,201 (-111%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $254,792Liabilities 2010: $0Net Assets 2010: $254,7922010Assets 2011: $143,406Liabilities 2011: $0Net Assets 2011: $143,4062011Assets 2012: $4Liabilities 2012: $0Net Assets 2012: $42012Assets 2013: $51,642Liabilities 2013: $0Net Assets 2013: $51,6422013Assets 2014: $46,078Liabilities 2014: $0Net Assets 2014: $46,0782014Assets 2015: $46,144Liabilities 2015: $0Net Assets 2015: $46,1442015Assets 2016: $43,098Liabilities 2016: $0Net Assets 2016: $43,0982016Assets 2017: $301,044Liabilities 2017: $0Net Assets 2017: $301,0442017Assets 2018: $484,116Liabilities 2018: $0Net Assets 2018: $484,1162018Assets 2019: $725,683Liabilities 2019: $0Net Assets 2019: $725,6832019Assets 2022: $1,660,975Liabilities 2022: $108,400Net Assets 2022: $1,552,5752022Assets 2023: $1,727,311Liabilities 2023: $108,400Net Assets 2023: $1,618,9112023Assets 2024: $2,115,136Liabilities 2024: $108,400Net Assets 2024: $2,006,7362024

Highlighted filing

2014

Assets$46,078
Liabilities$0
Net Assets$46,078
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $283,0652010Expenses 2011: $351,1522011Expenses 2012: $325,2932012Revenue 2013: $351,708Expenses 2013: $300,070Net Income 2013: $51,6382013Revenue 2014: $32Expenses 2014: $5,595Net Income 2014: -$5,5632014Revenue 2015: $66Expenses 2015: $0Net Income 2015: $662015Revenue 2016: $181Expenses 2016: $3,227Net Income 2016: -$3,0462016Revenue 2017: $259,446Expenses 2017: $1,500Net Income 2017: $257,9462017Revenue 2018: $187,873Expenses 2018: $1,625Net Income 2018: $186,2482018Revenue 2019: $192,158Expenses 2019: $1,983Net Income 2019: $190,1752019Revenue 2022: $209,899Expenses 2022: $7,716Net Income 2022: $202,1832022Revenue 2023: $221,331Expenses 2023: $10,605Net Income 2023: $210,7262023Revenue 2024: $236,544Expenses 2024: $61,680Net Income 2024: $174,8642024

Highlighted filing

2014

Revenue$32
Expenses$5,595
Net Income-$5,563
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EVA EDITH BERGERTrustee-$0--
HARVEY J BERGERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Berger Family Charitable Foundation
EIN
20-8629538
Phone
6179333600
Address
2 AVERY STREET NO 34E, BOSTON, MA 02111

Signing Officer

Name
Harvey J Berger
Title
Trustee
Phone
6179333610
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Paul Mccoy Family Office Services Llp
Address
31 ST JAMES AVENUE SUITE 740, BOSTON, MA 02116
Preparer
Emily M Paul
Phone
6179333600
Raw XML Appendix264 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EVA EDITH BERGER
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01449381
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01451531
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY J BERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179333610
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERGER FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O HARVEY BERGER MD
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0208629538
ReturnHeader/Filer/PhoneNum06179333600
ReturnHeader/Filer/USAddress/AddressLine1Txt02 AVERY STREET NO 34E
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043540129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL MCCOY FAMILY OFFICE SERVICES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 ST JAMES AVENUE SUITE 740
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06179333600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILY M PAUL
ReturnHeader/ReturnTs02015-11-15T18:09:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,078
Liabilities
$0
Net assets
$46,078
Revenue
$32
Expenses
$5,595
Net income
-$5,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.11$2.01$0.24$0.06$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.11$1.62$0.22$0.01$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.11$1.55$0.21$0.01$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.19$0.00$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.19$0.00$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.26$0.00$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.35$0.30$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.33
2011Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.35
2010Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.28
Peer Organizations

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