Civic Intelligence

Berg Manor Inc

990 • Fiscal year 2017 • EIN 25-1361070

Nov 01, 2016 to Oct 31, 2017 • Filed on Feb 02, 2018

357 Lincoln HighwayNorth Versailles, PA 15137

(412) 823-9200

Siviq Scores

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

Liabilities / Assets

97th percentile

1.28x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

2.81x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2017

Net Margin

42nd percentile

2.4%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2017 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2017

Asset Growth

28th percentile

-2.6%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

0.1%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$636,297

Down $16,751 (-2.6%) from 2016

Net Assets

Up

-$180,474

Up $6,970 (+3.7%) from 2016

Liabilities

Down

$816,771

Down $23,721 (-2.8%) from 2016

Revenue

Up

$290,711

Up $359 (+0.1%) from 2016

Expenses

Down

$283,741

Down $28,724 (-9.2%) from 2016

Net Income

Up

$6,970

Up $29,083 (+132%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $763,281Liabilities 2010: $936,383Net Assets 2010: -$173,1022010Assets 2011: $744,992Liabilities 2011: $899,541Net Assets 2011: -$154,5492011Assets 2012: $749,594Liabilities 2012: $890,574Net Assets 2012: -$140,9802012Assets 2013: $749,394Liabilities 2013: $886,506Net Assets 2013: -$137,1122013Assets 2014: $693,839Liabilities 2014: $874,304Net Assets 2014: -$180,4652014Assets 2015: $688,027Liabilities 2015: $853,358Net Assets 2015: -$165,3312015Assets 2016: $653,048Liabilities 2016: $840,492Net Assets 2016: -$187,4442016Assets 2017: $636,297Liabilities 2017: $816,771Net Assets 2017: -$180,4742017Assets 2018: $619,887Liabilities 2018: $801,325Net Assets 2018: -$181,4382018Assets 2019: $576,310Liabilities 2019: $798,965Net Assets 2019: -$222,6552019Assets 2020: $571,372Liabilities 2020: $772,979Net Assets 2020: -$201,6072020Assets 2021: $581,768Liabilities 2021: $762,132Net Assets 2021: -$180,3642021Assets 2022: $615,018Liabilities 2022: $1,018,804Net Assets 2022: -$403,7862022Assets 2023: $606,309Liabilities 2023: $1,004,013Net Assets 2023: -$397,7042023Assets 2024: $599,994Liabilities 2024: $996,547Net Assets 2024: -$396,5532024Assets 2025: $584,779Liabilities 2025: $977,632Net Assets 2025: -$392,8532025

Highlighted filing

2017

Assets$636,297
Liabilities$816,771
Net Assets-$180,474

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $291,1952010Expenses 2011: $266,1922011Expenses 2012: $268,6712012Expenses 2013: $281,3812013Revenue 2014: $287,961Expenses 2014: $331,314Net Income 2014: -$43,3532014Revenue 2015: $301,556Expenses 2015: $286,422Net Income 2015: $15,1342015Revenue 2016: $290,352Expenses 2016: $312,465Net Income 2016: -$22,1132016Revenue 2017: $290,711Expenses 2017: $283,741Net Income 2017: $6,9702017Revenue 2018: $279,766Expenses 2018: $280,730Net Income 2018: -$9642018Revenue 2019: $308,448Expenses 2019: $349,665Net Income 2019: -$41,2172019Revenue 2020: $302,787Expenses 2020: $281,739Net Income 2020: $21,0482020Revenue 2021: $309,612Expenses 2021: $288,369Net Income 2021: $21,2432021Revenue 2022: $314,346Expenses 2022: $537,768Net Income 2022: -$223,4222022Revenue 2023: $339,568Expenses 2023: $333,486Net Income 2023: $6,0822023Revenue 2024: $351,534Expenses 2024: $350,383Net Income 2024: $1,1512024Revenue 2025: $376,307Expenses 2025: $372,607Net Income 2025: $3,7002025

Highlighted filing

2017

Revenue$290,711
Expenses$283,741
Net Income$6,970
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Feb 2, 2018
Return Version
2016v3.0
Gross Receipts
$290,711
Mission and Program Overview

Mission

To provide housing for elderly and/or handicapped low and moderate income families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$327,391$331,637▲ $4,246
Savings and Temporary Cash Investments$289,125$281,796▼ $7,329
Prepaid Expenses and Deferred Charges$13,687$13,782▲ $95
Accounts Receivable$1,595$9,082▲ $7,487
Total Assets$653,048$636,297▼ $16,751
Other Assets Total$21,250$0▼ $21,250
Liabilities
Mortgage Notes Payable Secured by Investment Property$816,647$785,093▼ $31,554
Accounts Payable and Accrued Expenses$13,409$21,701▲ $8,292
Other Liabilities$8,512$8,050▼ $462
Deferred Revenue$1,924$1,927▲ $3
Total Liabilities$840,492$816,771▼ $23,721
Net Assets / Fund Balance
Unrestricted Net Assets$-187,444$-180,474▲ $6,970
Total Net Assets Fund Balance$-187,444$-180,474▲ $6,970
Total Liabilities and Net Assets / Fund Balance$653,048$636,297▼ $16,751

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$50,248$638,976$689,224
Leasehold Improvements$239,894$185,294$425,188
Equipment$1,495$102,338$103,833
Land$40,000-$40,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
John Exler JrPresident
Thomas WaiterV. President
Tim JoyceDirector
Orelio VecchioTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$210,054
Program Service Revenue
$77,159
Investment Income
$102
Other Revenue
$3,396
Change in Net Assets
$6,970

Audited Revenue Reconciliation

Revenue per Audited Statements
$290,711
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$290,711
Total Revenue per Form 990
$290,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$283,741
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$82,696--$82,696
Fees for Services Other$53,722--$53,722
Interest$52,837--$52,837
Depreciation Depletion$32,954--$32,954
Fees for Services Accounting-$19,818-$19,818
Fees for Services Management-$12,504-$12,504
Other Expenses$3,593$1,682-$1,682
Office Expenses-$1,643-$1,643
Advertising-$1,060-$1,060
Fees for Services Legal-$726-$726
Travel-$44-$44
Total Functional Expenses$238,334$45,407$0$283,741

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$283,741
Total Expenses per Audited Statements$283,741
Total Expenses per Form 990$283,741
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$8,050
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Brandywine agency, inc. Is the management agent for berg manor, inc. Brandywine is paid a management fee based on residential income collected as outlined in hud form 9839-b, project owner/management agent's certification.

Form 990, Part VI, Section A, Line 8B

There are no separate committees of the governing body.

Form 990, Part VI, Section B, Line 11B

A draft of the form 990 was provided to all board members for review prior to final filing with the irs.

Form 990, Part VI, Section B, Line 12C

Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person a) has received a copy of the conflicts of interest policy,b) has read and understands the policy,c) has agreed to comply with the policy, and d) understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. Compliance with the policy is monitored and enforced through board review of the annual statements.

Form 990, Part VI, Section B, Line 15

Form 990, part vi, section b, line 15: the organization does not have a compensated ceo, executive director or top management official, or any other employee. The organization outsources these functions to a management company.

Form 990, Part VI, Section C, Line 19

The organization's governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Berg Manor Inc
EIN
25-1361070
Phone
4128239200
Address
357 LINCOLN HIGHWAY, NORTH VERSAILLES, PA 15137

Signing Officer

Name
John J Exler Jr
Title
President
Phone
4128239200
Signed
2018-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John J Exler Jr
Formed
1979
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
MAHER DUESSEL CPA'S
Address
503 MARTINDALE STREET SUITE 600, PITTSBURGH, PA 15212
Preparer
Jeff W Kent
Phone
4124715500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Maintenance contracts: program service expenses 53,722. Management and general expenses 0. Fundraising expenses 0. Total expenses 53,722.

Raw XML Appendix367 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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IRS990ScheduleD/TotalRevenuePerForm990Amt0290711
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0290711
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0283741
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BRANDYWINE AGENCY, INC. IS THE MANAGEMENT AGENT FOR BERG MANOR, INC. BRANDYWINE IS PAID A MANAGEMENT FEE BASED ON RESIDENTIAL INCOME COLLECTED AS OUTLINED IN HUD FORM 9839-B, PROJECT OWNER/MANAGEMENT AGENT'S CERTIFICATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO SEPARATE COMMITTEES OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT OF THE FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FINAL FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY,B) HAS READ AND UNDERSTANDS THE POLICY,C) HAS AGREED TO COMPLY WITH THE POLICY, AND D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. COMPLIANCE WITH THE POLICY IS MONITORED AND ENFORCED THROUGH BOARD REVIEW OF THE ANNUAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT HAVE A COMPENSATED CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL, OR ANY OTHER EMPLOYEE. THE ORGANIZATION OUTSOURCES THESE FUNCTIONS TO A MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 53,722. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,722.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0653048
IRS990/TotalAssetsEOYAmt0636297
IRS990/TotalAssetsGrp/BOYAmt0653048
IRS990/TotalAssetsGrp/EOYAmt0636297
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0210054
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045407
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0238334
IRS990/TotalFunctionalExpensesGrp/TotalAmt0283741
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0840492
IRS990/TotalLiabilitiesEOYAmt0816771
IRS990/TotalLiabilitiesGrp/BOYAmt0840492
IRS990/TotalLiabilitiesGrp/EOYAmt0816771
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-187444
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-180474
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0238334
IRS990/TotalProgramServiceRevenueAmt077159
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0102
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt080555
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0290711
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0653048
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0636297
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt044
IRS990/TravelGrp/TotalAmt044
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-187444
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-180474
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0357 LINCOLN HIGHWAY
IRS990/USAddress/CityNm0NORTH VERSAILLES
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015137
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN J EXLER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04128239200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERG MANOR INC
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0251361070
ReturnHeader/Filer/PhoneNum04128239200
ReturnHeader/Filer/USAddress/AddressLine1Txt0357 LINCOLN HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0NORTH VERSAILLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015137
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09A8FBF03E1C9FD6F17A77A358A53497E7A4C49EB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06EA1BB64DF104A5BA46546D9EE9E7D65D6FF9C20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.195.187.38
ReturnHeader/FilingSecurityInformation/IPDt02018-02-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:20:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251622758
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAHER DUESSEL CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0503 MARTINDALE STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015212
ReturnHeader/PreparerPersonGrp/PhoneNum04124715500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF W KENT
ReturnHeader/ReturnTs02018-02-02T13:27:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.58$0.98$0.39$0.38$0.37$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.60$1.00$0.40$0.35$0.35$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.61$1.00$0.40$0.34$0.33$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.62$1.02$0.40$0.31$0.54$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.76$0.18$0.31$0.29$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.77$0.20$0.30$0.28$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.80$0.22$0.31$0.35$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.80$0.18$0.28$0.28$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.82$0.18$0.29$0.28$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.84$0.19$0.29$0.31$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.85$0.17$0.30$0.29$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.87$0.18$0.29$0.33$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.89$0.14$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.89$0.14$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.90$0.15$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.94$0.17$0.29