Civic Intelligence

Congregational Homes Berg Fund

990 • Fiscal year 2013 • EIN 25-6021750

Aug 01, 2012 to Jul 31, 2013 • Filed on Nov 04, 2013

Organization Profile
Pnc Bank 620 Liberty Avenue No10thfl15222
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets55th percentile

Assets

$157,035

No earlier filing loaded for comparison.

Net Assets

$157,035

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$6,594

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2013: $157,035Liabilities 2013: $0Net Assets 2013: $157,0352013Assets 2014: $156,510Liabilities 2014: $0Net Assets 2014: $156,5102014Assets 2016: $158,055Liabilities 2016: $0Net Assets 2016: $158,0552016Assets 2017: $164,778Liabilities 2017: $0Net Assets 2017: $164,7782017Assets 2018: $162,734Liabilities 2018: $0Net Assets 2018: $162,7342018Assets 2019: $200,974Liabilities 2019: $0Net Assets 2019: $200,9742019Assets 2020: $194,388Liabilities 2020: $0Net Assets 2020: $194,3882020Assets 2021: $199,150Liabilities 2021: $0Net Assets 2021: $199,1502021Assets 2022: $205,245Liabilities 2022: $0Net Assets 2022: $205,2452022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2013

Assets$157,035
Liabilities$0
Net Assets$157,035
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2013: $6,5942013Revenue 2014: $7,032Expenses 2014: $7,557Net Income 2014: -$5252014Revenue 2016: $8,978Expenses 2016: $9,512Net Income 2016: -$5342016Revenue 2017: $16,205Expenses 2017: $9,480Net Income 2017: $6,7252017Revenue 2018: $9,484Expenses 2018: $11,528Net Income 2018: -$2,0442018Revenue 2019: $50,664Expenses 2019: $12,213Net Income 2019: $38,4512019Revenue 2020: $5,999Expenses 2020: $12,585Net Income 2020: -$6,5862020Revenue 2021: $17,432Expenses 2021: $12,442Net Income 2021: $4,9902021Revenue 2022: $19,536Expenses 2022: $13,650Net Income 2022: $5,8862022Revenue 2023: -$945Expenses 2023: $204,062Net Income 2023: -$205,0072023

Highlighted filing

2013

Revenue-
Expenses$6,594
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Nov 4, 2013
Return Version
2012v2.1
Gross Receipts
$94,046
Filing and Contact Details

Filer

EIN
25-6021750
Raw XML Appendix259 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0PROVIDE FUNDS FOR THE CONTINUING EDUCATION OF STUDENTS FROM ALLEGHENY COUNTY AS OUTLINED IN THE WILL OF HENRY BERG
IRS990/AddressPrincipalOfficerUS/AddressLine10620 LIBERTY AVENUE
IRS990/AddressPrincipalOfficerUS/City0PITTSBURGH
IRS990/AddressPrincipalOfficerUS/State0PA
IRS990/AddressPrincipalOfficerUS/ZIPCode015222
IRS990/AnnualDisclosureCoveredPersons01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY0148163
IRS990/CapStckTrstPrinCurrentFunds/EOY0155398
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral03494
IRS990/CompCurrentOfficersDirectors/Total03494
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0PROVIDED FUNDS FOR THE EDUCATION OF 4 COLLEGE LEVEL STUDENTS AS RECOMMENDED BY THE BOARD OF FAIR OAKS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense03100
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0PNC BANK NA
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization03494
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody00
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Other0327
IRS990/GainOrLoss/Securities08676
IRS990/Gaming00
IRS990/Grants03100
IRS990/GrantsAndSimilarAmntsCY03100
IRS990/GrantsAndSimilarAmntsPriorYear03000
IRS990/GrantsToDomesticOrgs/ProgramServices03100
IRS990/GrantsToDomesticOrgs/Total03100
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Other0327
IRS990/GrossAmountSalesAssets/Securities090443
IRS990/GrossReceipts094046
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear012279
IRS990/InvestmentIncome/ExclusionAmount03276
IRS990/InvestmentIncomePriorYear09927
IRS990/InvestmentIncome/TotalRevenueColumn03276
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY0147554
IRS990/InvestmentsPubTradedSecurities/EOY0153138
IRS990/LessCostOthBasisSalesExpenses/Other00
IRS990/LessCostOthBasisSalesExpenses/Securities081767
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees00
IRS990/MinutesOfGoverningBody00
IRS990/MissionDescription0TO PROVIDE EDUCATIONAL ASSISTINCE FOR THE STUDENTS AS RECOMENDED BY THE BOARD OF FAIR OAKS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0ANNE SCULLY
IRS990/NbrIndependentVotingMembers01
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0151350
IRS990/NetAssetsOrFundBalancesEOY0157035
IRS990/NetGainOrLossInvestments/ExclusionAmount09003
IRS990/NetGainOrLossInvestments/TotalRevenueColumn09003
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers01
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear0501
IRS990/OtherExpensesCurrentYear00
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear096
IRS990/OtherWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses05685
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY03187
IRS990/RetainedEarningsEndowmentEtc/EOY01637
IRS990/RevenuesLessExpensesCY05685
IRS990/RevenuesLessExpensesPriorYear06477
IRS990/SalariesEtcCurrentYear03494
IRS990/SalariesEtcPriorYear045
IRS990/SavingsAndTempCashInvestments/BOY03796
IRS990/SavingsAndTempCashInvestments/EOY03897
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts03100
IRS990ScheduleA/SupportedOrgInformation/Amount03100
IRS990ScheduleA/SupportedOrgInformation/EIN0250965311
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10FAIR OAKS OF PITTSBURGH
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization09
IRS990ScheduleA/SupportingOrg509a3Type3NonFunc0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired00
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE HENRY BERG TRUST IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGINIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE HENRY BERG TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BOARD AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/GeneralExplanation/Explanation1THE HENRY BERG TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BOARD AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/GeneralExplanation/Explanation2PNC BANK AS SOLE TRUSTEE OF THE TRUST PREPARES THE TAX RETURNS FOR THIS TRUST, THUS FORM 990 IS PREPARED BY THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation3THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD AND AGREED TO BE COMPLIED UPON.
IRS990ScheduleO/GeneralExplanation/Explanation4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG.
IRS990ScheduleO/GeneralExplanation/Explanation5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG.THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0PA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10620 LIBERTY AVENUE
IRS990/TheBooksAreInCareOf/AddressUS/City0PITTSBURGH
IRS990/TheBooksAreInCareOf/AddressUS/State0PA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode015222
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10PNC BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber04127629161
IRS990/TotalAssets/BOY0151350
IRS990/TotalAssetsBOY0151350
IRS990/TotalAssets/EOY0157035
IRS990/TotalAssetsEOY0157035
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear06594
IRS990/TotalExpensesPriorYear03546
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral03494
IRS990/TotalFunctionalExpenses/ProgramServices03100
IRS990/TotalFunctionalExpenses/Total06594
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IRS990/TotalGrossUBI00
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IRS990/TotalLiabilitiesEOY00
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IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0151350
IRS990/TotalNetAssetsFundBalances/EOY0157035
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense03100
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg03494
IRS990/TotalRevenueCurrentYear012279
IRS990/TotalRevenue/ExclusionAmount012279
IRS990/TotalRevenuePriorYear010023
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn012279
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01922
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0256021750
ReturnHeader/Filer/Name/BusinessNameLine10CONGREGATIONAL HOMES BERG FUND
ReturnHeader/Filer/NameControl0CONG
ReturnHeader/Filer/Phone04127629161
ReturnHeader/Filer/USAddress/AddressLine10PNC BANK 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010THFL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015222
ReturnHeader/Officer/DateSigned02013-11-04
ReturnHeader/Officer/Name0JOHN ALRUTZ
ReturnHeader/Officer/Phone04127686011
ReturnHeader/Officer/Title0ASSISTANT VICE-PRESIDENT
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-08-01
ReturnHeader/TaxPeriodEndDate02013-07-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-04T10:15:27-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$157,035
Liabilities
$0
Net assets
$157,035
Revenue
-
Expenses
$6,594
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$2.04$2.05
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.20$0.14$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.17$0.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.06$0.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.51$0.12$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.09$0.12$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.16$0.09$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.09$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.07$0.08$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$0.07