Civic Intelligence

Jeffrey Berman Foundation Inc Co Jeffrey Berman

990PF • Fiscal year 2012 • EIN 26-0482795

Jun 01, 2011 to May 31, 2012 • Filed on Jul 23, 2012

10 Rogers St No 101802142
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M 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

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,525,953

Up $2,246 (+0.1%) from 2011

Net Assets

Up

$1,525,953

Up $2,246 (+0.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$97,620

Up $34,172 (+54%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,523,707Liabilities 2011: $0Net Assets 2011: $1,523,7072011Assets 2012: $1,525,953Liabilities 2012: $0Net Assets 2012: $1,525,9532012Assets 2013: $1,545,815Liabilities 2013: $0Net Assets 2013: $1,545,8152013Assets 2014: $1,562,670Liabilities 2014: $0Net Assets 2014: $1,562,6702014

Highlighted filing

2012

Assets$1,525,953
Liabilities$0
Net Assets$1,525,953

Operations Trend

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

$150K$100K$50K$0Expenses 2011: $63,4482011Expenses 2012: $97,6202012Expenses 2013: $101,8362013Revenue 2014: $119,201Expenses 2014: $102,346Net Income 2014: $16,8552014

Highlighted filing

2012

Revenue-
Expenses$97,620
Net Income-
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Jul 23, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY A BERMANDirector, President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCLARK UNIVERSITYEDUCATION501(C)(3)WORCESTER, MA, US$65,000
Paid GrantHARVARD BUSINESS SCHOOLEDUCATION501(C)(3)BOSTON, MA, US$5,000
Paid GrantCOMBINED JEWISH PHILANTHROPIESEDUCATION501(C)(3)BOSTON, MA, US$1,000
Paid GrantPEDDIE SCHOOLEDUCATION501(C)(3)HIGHTSTOWN, NJ, US$100
Filing and Contact Details

Filer

EIN
26-0482795
Raw XML AppendixShowing 400 of 540 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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InvestmentsOtherSchedule2/InvestmentsOther/BookValue279951
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34,760.013 PIMCO TOTAL RETURN
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10137.661 MATTHEWS ASIA DIVIDEND FUND
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