Civic Intelligence

Archie W & Grace Berry Foundation

990PF • Fiscal year 2012 • EIN 23-6951678

Jul 01, 2011 to Jun 30, 2012 • Filed on Dec 05, 2012

Organization Profile
100 Four Falls Corporate CenterRoom/Suite 20219428
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

23rd percentile

-3.7%

Faster asset growth than 23% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$5,092,454

Down $194,423 (-3.7%) from 2011

Net Assets

Down

$5,092,454

Down $194,423 (-3.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$355,444

Up $35,585 (+11%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,286,877Liabilities 2011: $0Net Assets 2011: $5,286,8772011Assets 2012: $5,092,454Liabilities 2012: $0Net Assets 2012: $5,092,4542012Assets 2013: $4,887,633Liabilities 2013: $0Net Assets 2013: $4,887,6332013Assets 2014: $4,807,308Liabilities 2014: $0Net Assets 2014: $4,807,3082014Assets 2016: $4,419,723Liabilities 2016: $0Net Assets 2016: $4,419,7232016Assets 2018: $3,976,086Liabilities 2018: $0Net Assets 2018: $3,976,0862018Assets 2019: $4,313,672Liabilities 2019: $0Net Assets 2019: $4,313,6722019Assets 2020: $4,262,957Liabilities 2020: $0Net Assets 2020: $4,262,9572020Assets 2021: $4,976,840Liabilities 2021: $0Net Assets 2021: $4,976,8402021Assets 2022: $5,148,722Liabilities 2022: $0Net Assets 2022: $5,148,7222022Assets 2023: $5,153,170Liabilities 2023: $0Net Assets 2023: $5,153,1702023

Highlighted filing

2012

Assets$5,092,454
Liabilities$0
Net Assets$5,092,454
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $319,8592011Expenses 2012: $355,4442012Expenses 2013: $355,4322013Revenue 2014: $287,416Expenses 2014: $367,741Net Income 2014: -$80,3252014Revenue 2016: $228,493Expenses 2016: $403,973Net Income 2016: -$175,4802016Revenue 2018: $223,056Expenses 2018: $441,022Net Income 2018: -$217,9662018Revenue 2019: $806,163Expenses 2019: $468,577Net Income 2019: $337,5862019Revenue 2020: $561,787Expenses 2020: $612,502Net Income 2020: -$50,7152020Revenue 2021: $1,327,040Expenses 2021: $609,288Net Income 2021: $717,7522021Revenue 2022: $829,356Expenses 2022: $657,474Net Income 2022: $171,8822022Revenue 2023: $673,549Expenses 2023: $668,143Net Income 2023: $5,4062023

Highlighted filing

2012

Revenue-
Expenses$355,444
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Dec 5, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT R BERRYTrustee-$0--
BARBARA BERRYTrustee-$0--
SUSAN BERRY KOHLHASTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-PURCHASE 225 BRIDGE STREETEXEMPTPHOENIXVILLE, PA, US$50,000
Paid Grant-GENERAL OPERATING SUPPORTEXEMPTPHOENIXVILLE, PA, US$50,000
Paid Grant-UNRESTRICTEDEXEMPTPHILADELPHIA, PA, US$50,000
Paid Grant-2012 RITUALS EAST/WEST CONCERTEXEMPTPHILADELPHIA, PA, US$45,000
Paid Grant-GENERAL OPERATING SUPPORTEXEMPTWAYNE, PA, US$35,000
Paid Grant-BUILD SCHOOLING/EXERCISE RINGEXEMPTUWCHLAND, PA, US$30,000
Paid Grant-UNRESTRICTEDEXEMPTTHE PLAINS, VA, US$15,000
Paid Grant-UNRESTRICTEDEXEMPTGLENMOORE, PA, US$15,000
Paid Grant-UNRESTRICTEDEXEMPTUNIVERSITY PARK, PA, US$10,000
Paid Grant-UNRESTRICTEDEXEMPTMIDDLEBURG, VA, US$5,000
Paid Grant-UNRESTRICTEDEXEMPTPHILADELPHIA, PA, US$5,000
Filing and Contact Details

Filer

EIN
23-6951678
Raw XML AppendixShowing 400 of 880 raw XML fields

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CompensationExplanation/Compensation/PersonName0ROBERT R BERRY
CompensationExplanation/Compensation/PersonName1BARBARA BERRY
CompensationExplanation/Compensation/PersonName2SUSAN BERRY KOHLHAS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59CARNIVAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60CARNIVAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61TATA MOTORS LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62DANONE SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63WAL-MART DE MEXICO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64CHINA SHENHUA ENERGO CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65CNOOC LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66PETROLEO BRASILEIRO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67SCHLUMBERGER LTD.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68AXA ADS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69HSBC PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70ICICI BANK LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71ITAU UNIBANCO MULTIPLO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72TURKIYE GARANTI BKS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75ROCHE HOLDING AG ORD NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76TEVA PHARMACEUTICAL LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77TEVA PHARMACEUTICAL IND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78CHIYODA CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79GUANGSHEN RAILWAY LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80KOMATSU LTD ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81LI & FUNG LTD ORD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82RYANAIR HOLDINGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83TEEKAY LNG PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84TEEKAY LNG PARTNERS-FOREIGN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85CHECK POINT SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86INFOSYS TECHNOLOGIES LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87INFOSYS TECHNOLOGIES LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88METTLER TOLEDO INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89SAP AKTIENGESELL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91BAYER A G SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92POTASH CORP OF SASKATCHEWAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93PT INDOCEMENT TUNGGAL PRAKA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94VALE S.A.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95CHEUNG KONG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96CHINA MOBILE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99COLGATE-PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100ALLERGAN INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102ROCHE HOLDING LTD SPOON ADRF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103POTASH CORP OF SASKATCHEWAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104RENHE COMMERCIAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105ASTRAZENECA PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock106NINTENDO LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108HEWLETT PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock110PROCTER & GAMBLE CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111SCOTTS MIRACLE-GRO COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112BUNGE LIMITED
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount05693
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02795
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0119018
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0161021
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss045444
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY01622789
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY01374279
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV01251595
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY03490716
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IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV04289027
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY08249163
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY08249163
IRS990PF/BalanceSheets/RetainedEarningsBOY0-2962286
IRS990PF/BalanceSheets/RetainedEarningsEOY0-3156709

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,092,454
Liabilities
$0
Net assets
$5,092,454
Revenue
-
Expenses
$355,444
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.67$0.67$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$0.83$0.66$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$1.33$0.61$0.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.00$4.26$0.56$0.61$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.00$4.31$0.81$0.47$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.22$0.44$0.22
2016Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.23$0.40$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.29$0.37$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.36
2012Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.36
2011Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.32
Peer Organizations

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