Civic Intelligence

Jeffrey Berman Foundation Inc Co Jeffrey Berman

990PF • Fiscal year 2013 • EIN 26-0482795

Jun 01, 2012 to May 31, 2013 • Filed on Sep 24, 2013

Organization Profile
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.

2013 filings • $1M-$5M 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

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

48th percentile

1.3%

Faster asset growth than 48% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,545,815

Up $19,862 (+1.3%) from 2012

Net Assets

Up

$1,545,815

Up $19,862 (+1.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$101,836

Up $4,216 (+4.3%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

2013

Assets$1,545,815
Liabilities$0
Net Assets$1,545,815
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue-
Expenses$101,836
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2012 to May 31, 2013
Signed
Sep 24, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay46th percentile

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 GrantCOMBINED JEWISH PHILANTHROPIESEDUCATION501(C)(3)BOSTON, MA, US$5,000
Paid GrantHARVARD BUSINESS SCHOOLEDUCATION501(C)(3)BOSTON, MA, US$5,000
Paid GrantNEW YORK UNIVERSITYEDUCATION501(C)(3)NEW YORK, NY, US$1,090
Paid GrantPEDDIE SCHOOLEDUCATION501(C)(3)HIGHTSTOWN, NJ, US$1,000
Paid GrantAMERICAN CANCER SOCIETYCANCER RESEARCH501(C)(3)ATLANTA, GA, US$1,000
Paid GrantNORTHWESTERN UNIVERSITYEDUCATION501(C)(3)EVANSTON, IL, US$1,000
Filing and Contact Details

Filer

EIN
26-0482795
Raw XML AppendixShowing 400 of 503 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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AppliedToPriorYearElection/Election0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE JEFFREY BERMAN FOUNDATION, INC. [EIN:26-0482795] HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING MAY 31, 2012 IN THE AMOUNT OF $175
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset025,000 CATERPILLAR INC NOTE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset130,000 OMNICOM GROUP INC NOTE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6EDUCATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13PEDDIE SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15NORTHWESTERN UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16NEW YORK UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501(C)(3)
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10950 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11126 HIGH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12SOLDIERS FIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13201 SOUTH MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14250 WILLIAMS STREET NW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151201 DAVIS STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1670 WASHINGTON SQUARE SOUTH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,545,815
Liabilities
$0
Net assets
$1,545,815
Revenue
-
Expenses
$101,836
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.12$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.06