Civic Intelligence

Marcia L Berger Educational Foundation

990PF • Fiscal year 2016 • EIN 27-0210175

Jan 01, 2016 to Dec 31, 2016 • Filed on May 31, 2017

Organization Profile
PO Box 6603Albuquerque, NM 87197

(505) 307-3133

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.00x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Net Margin

16th percentile

-368%

Higher net margin than 16% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

89th percentile

$5,593

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 31.1% of source-year revenue.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Asset Growth

21st percentile

-7.2%

Faster asset growth than 21% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-38%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$855,407

Down $66,202 (-7.2%) from 2015

Net Assets

Down

$855,406

Down $66,203 (-7.2%) from 2015

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin16th percentile

Revenue

Down

$18,007

Down $11,000 (-38%) from 2015

Expenses

Down

$84,210

Down $33,459 (-28%) from 2015

Net Income

Up

-$66,203

Up $22,459 (+25%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2016

Assets$855,407
Liabilities$1
Net Assets$855,406
Open 2016 Filing

Operations Trend

Revenue Growth33rd 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

2016

Revenue$18,007
Expenses$84,210
Net Income-$66,203
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY HIGGINSDirector-$5,593-$5,593
MADELINE K SCATESDirector-$2,743-$2,743
ROBERT A LEVINSONDirector-$1,230-$1,230
Filing and Contact Details

Filer

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

Signing Officer

Name
Nancy Higgins
Title
Director
Signed
2017-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Krowne Certified Public Accountants
Address
11314 WILBUR AVE, PORTER RANCH, CA 91326-1844
Preparer
Barry W Krowne
Phone
8188316075
Raw XML Appendix270 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/DistributableAsAdjustedAmt03151
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0114177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0112883
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0130047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0148911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0113101
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0113101
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0587077
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt081059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0114177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0112883
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0130047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0148911
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt084210
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt081059
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0700178
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0619119
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BUSINESS REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE/COURIER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt260
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt016718
TaxesSchedule/TaxesDetail/Amt0346
TaxesSchedule/TaxesDetail/CategoryTxt0NEW MEXICO REVENUE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0346
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY HIGGINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARCIA L BERGER EDUCATIONAL FOUNDATION
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/ZIPCd087197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KROWNE CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011314 WILBUR AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTER RANCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913261844
ReturnHeader/PreparerPersonGrp/PhoneNum08188316075
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY W KROWNE
ReturnHeader/ReturnTs02017-06-13T13:13:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$855,407
Liabilities
$1
Net assets
$855,406
Revenue
$18,007
Expenses
$84,210
Net income
-$66,203
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