Civic Intelligence

Marcia L Berger Educational Foundation

990PF • Fiscal year 2018 • EIN 27-0210175

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 25, 2019

Organization Profile
PO Box 6603Albuquerque, NM 87197-6603

(505) 307-3133

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

2018 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.00x

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

2018 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2018

Net Margin

70th percentile

37%

Higher net margin than 70% of similar nonprofits.

2018 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

87th percentile

$4,026

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2018 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2018

Asset Growth

64th percentile

2.0%

Faster asset growth than 64% of similar nonprofits.

2018 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

59%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$808,473

Up $15,969 (+2.0%) from 2017

Net Assets

Up

$808,473

Up $15,969 (+2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin70th percentile

Revenue

Up

$42,818

Up $15,820 (+59%) from 2017

Expenses

Down

$26,848

Down $63,052 (-70%) from 2017

Net Income

Up

$15,970

Up $78,872 (+125%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,269,900Liabilities 2010: $0Net Assets 2010: $1,269,9002010Assets 2011: $1,239,831Liabilities 2011: $0Net Assets 2011: $1,239,8312011Assets 2012: $1,148,871Liabilities 2012: $0Net Assets 2012: $1,148,8712012Assets 2013: $1,062,633Liabilities 2013: $0Net Assets 2013: $1,062,6332013Assets 2014: $1,010,271Liabilities 2014: $0Net Assets 2014: $1,010,2712014Assets 2015: $921,609Liabilities 2015: $0Net Assets 2015: $921,6092015Assets 2016: $855,407Liabilities 2016: $1Net Assets 2016: $855,4062016Assets 2017: $792,504Liabilities 2017: $0Net Assets 2017: $792,5042017Assets 2018: $808,473Liabilities 2018: $0Net Assets 2018: $808,4732018Assets 2019: $744,646Liabilities 2019: $0Net Assets 2019: $744,6462019Assets 2020: $680,738Liabilities 2020: $0Net Assets 2020: $680,7382020Assets 2021: $705,299Liabilities 2021: $0Net Assets 2021: $705,2992021Assets 2022: $746,939Liabilities 2022: $0Net Assets 2022: $746,9392022Assets 2023: $736,407Liabilities 2023: $0Net Assets 2023: $736,4072023Assets 2024: $691,172Liabilities 2024: $0Net Assets 2024: $691,1722024

Highlighted filing

2018

Assets$808,473
Liabilities$0
Net Assets$808,473
Open 2018 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$100K$0-$100KExpenses 2010: $93,5042010Expenses 2011: $117,4442011Expenses 2012: $148,9112012Revenue 2013: $47,868Expenses 2013: $134,106Net Income 2013: -$86,2382013Revenue 2014: $64,131Expenses 2014: $116,493Net Income 2014: -$52,3622014Revenue 2015: $29,007Expenses 2015: $117,669Net Income 2015: -$88,6622015Revenue 2016: $18,007Expenses 2016: $84,210Net Income 2016: -$66,2032016Revenue 2017: $26,998Expenses 2017: $89,900Net Income 2017: -$62,9022017Revenue 2018: $42,818Expenses 2018: $26,848Net Income 2018: $15,9702018Revenue 2019: $20,296Expenses 2019: $84,123Net Income 2019: -$63,8272019Revenue 2020: $14,674Expenses 2020: $79,235Net Income 2020: -$64,5612020Revenue 2021: $51,486Expenses 2021: $26,925Net Income 2021: $24,5612021Revenue 2022: $71,146Expenses 2022: $65,591Net Income 2022: $5,5552022Revenue 2023: $50,864Expenses 2023: $61,396Net Income 2023: -$10,5322023Revenue 2024: $27,075Expenses 2024: $72,310Net Income 2024: -$45,2352024

Highlighted filing

2018

Revenue$42,818
Expenses$26,848
Net Income$15,970
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 25, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY HIGGINSDirector-$4,026-$4,026
ROBERT A LEVINSONDirector-$690-$690
MADELINE K SCATESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Marcia L Berger Educational Founda
EIN
27-0210175
Phone
5053073133
Address
PO BOX 6603, ALBUQUERQUE, NM 87197-6603

Signing Officer

Name
Nancy Higgins
Title
Director
Phone
5053073133
Signed
2019-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Krowne Cpas
Address
11314 WILBUR AVENUE, PORTER RANCH, CA 91326
Preparer
Barry W Krowne
Phone
8188316075
Raw XML Appendix266 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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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt087187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt081059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0114177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0112883
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012538
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0537891
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0525353
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1331
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt041566
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt041566
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt041566
TaxesSchedule/TaxesDetail/Amt0720
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY HIGGINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05053073133
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARCIA L BERGER EDUCATIONAL FOUNDA
ReturnHeader/Filer/BusinessNameControlTxt0MARC
ReturnHeader/Filer/EIN0270210175
ReturnHeader/Filer/PhoneNum05053073133
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6603
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd0871976603
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03BA2F0789DF54EB75B4365B50CD126B06C36B3D6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03BA2F0789DF54EB75B4365B50CD126B06C36B3D6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.200.43.2
ReturnHeader/FilingSecurityInformation/IPDt02019-05-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:37:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953407172
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KROWNE CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011314 WILBUR AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTER RANCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091326
ReturnHeader/PreparerPersonGrp/PhoneNum08188316075
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY W KROWNE
ReturnHeader/ReturnTs02019-05-06T17:37:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$808,473
Liabilities
$0
Net assets
$808,473
Revenue
$42,818
Expenses
$26,848
Net income
$15,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.03$0.07$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.05$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.07$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.05$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.01$0.08$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.02$0.08$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.04$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.03$0.09$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.02$0.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.03$0.12$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06$0.12$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05$0.13$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.09