Civic Intelligence

Mark H Berens Charitable Foundation

990PF • Fiscal year 2021 • EIN 27-0600726

Dec 01, 2020 to Nov 30, 2021 • Filed on May 11, 2022

1660 North LaneNorthbrook, IL 60062

(487) 924-2629

Siviq Scores

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

Liabilities / Assets

99th percentile

12.92x

Higher debt load relative to assets than 99% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

98th percentile

$99,840

Higher top officer pay than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

6th percentile

-62%

Faster asset growth than 6% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Down

$80,198

Down $131,397 (-62%) from 2020

Net Assets

Down

-$955,784

Down $581,685 (-155%) from 2020

Liabilities

Up

$1,035,982

Up $450,288 (+77%) from 2020

Revenue

Flat

$0

Flat from 2020

Expenses

Up

$581,686

Up $303,276 (+109%) from 2020

Net Income

Down

-$581,686

Down $303,276 (-109%) from 2020

Historical Trend

Balance Sheet Trend

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

$100M$50M$0-$50MAssets 2020: $211,595Liabilities 2020: $585,694Net Assets 2020: -$374,0992020Assets 2021: $80,198Liabilities 2021: $1,035,982Net Assets 2021: -$955,7842021Assets 2022: $79,808Liabilities 2022: $1,341,275Net Assets 2022: -$1,261,4672022Assets 2023: $630,845Liabilities 2023: $1,847,739Net Assets 2023: -$1,216,8942023Assets 2024: $85,519,570Liabilities 2024: $666Net Assets 2024: $85,518,9042024

Highlighted filing

2021

Assets$80,198
Liabilities$1,035,982
Net Assets-$955,784

Operations Trend

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

$100M$50M$0-$50MRevenue 2020: $0Expenses 2020: $278,410Net Income 2020: -$278,4102020Revenue 2021: $0Expenses 2021: $581,686Net Income 2021: -$581,6862021Revenue 2022: $49,587Expenses 2022: $355,270Net Income 2022: -$305,6832022Revenue 2023: $591,347Expenses 2023: $546,774Net Income 2023: $44,5732023Revenue 2024: $87,936,270Expenses 2024: $1,200,388Net Income 2024: $86,735,8822024

Highlighted filing

2021

Revenue$0
Expenses$581,686
Net Income-$581,686
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark H BerensChief Executive OfficerPT$96,000$3,840$99,840
Steve M BerensChief Information OfficerFT$62,400$2,496$64,896
Mary Jo RiceTreasurerPT$30,000$1,200$31,200
Daniel M BerensChief Financial Officer-$2,438$73$2,511
Paul J BerensDirector-$900-$900
James M BerensDirector-$50$2$52
Filing and Contact Details

Filer

Filer Name
Mark H Berens Charitable Foundations
EIN
27-0600726
In Care Of
% Mark H Berens
Address
1660 North Lane, Northbrook, IL 60062

Signing Officer

Name
Mark H Berens
Title
CEO & Chariaman
Signed
2022-05-11
Raw XML Appendix377 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Mark H Berens
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mary Jo Rice
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Steve M Berens
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Daniel M Berens
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Paul J Berens
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5James M Berens
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Chief Financial Officer
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IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt080196
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt0751507
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt0211596
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt0107649
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt0352066
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt00
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0581686
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0581686
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0581686
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Daniel Berens
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01720 Maple Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0Unit 301
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Evanston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04879242629
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0rightinsight.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Fund grants and scholarship program and related labor.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Production of Research Papers research and related content. Supporting IT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0306300
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0185708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Fund Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Big Shoulders Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0212 West Van Buren
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0Suite 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt01013891
LoansFromOfficersSchedule/LoansFromOfficerGrp/ConsiderationFMVAmt01013891
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0Cash
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0Mark H Berens
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanMaturityDt02035-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt0564546
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0Line of Credit to Fund Operations
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02015-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0Perpetuity
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0None
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0CEO
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Payroll Error. Employee owes this amount to the Foundation. Paid Apri 2022.
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01334
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01334
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insruance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1401K Admin
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office Services Payroll Service
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Computer &amp; Software
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Business Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt047127
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt16093
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21987
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3169
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt410
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt047127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16093
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21987
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3169
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt410
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/ForeignPhoneNum08479242629
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark H Berens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO & Chariaman
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mark H Berens Charitable Foundations
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0270600726
ReturnHeader/Filer/ForeignPhoneNum04874983613
ReturnHeader/Filer/InCareOfNm0% Mark H Berens
ReturnHeader/Filer/USAddress/AddressLine1Txt01660 North Lane
ReturnHeader/Filer/USAddress/CityNm0Northbrook
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060062
ReturnHeader/ReturnTs02022-05-12T10:21:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

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