Civic Intelligence

Mark H Berens Charitable Foundation

990PF • Fiscal year 2022 • EIN 27-0600726

Dec 01, 2021 to Nov 30, 2022 • Filed on Oct 16, 2023

1660 North LaneNorthbrook, IL 60062

(487) 498-3613

Siviq Scores

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

Liabilities / Assets

99th percentile

16.81x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

100th percentile

27.05x

Higher debt load relative to revenue than 100% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-616%

Higher net margin than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

99th percentile

$107,184

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 216.2% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

48th percentile

-0.5%

Faster asset growth than 48% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Assets

Down

$79,808

Down $390 (-0.5%) from 2021

Net Assets

Down

-$1,261,467

Down $305,683 (-32%) from 2021

Liabilities

Up

$1,341,275

Up $305,293 (+29%) from 2021

Revenue

Up

$49,587

Up $49,587 from 2021

Expenses

Down

$355,270

Down $226,416 (-39%) from 2021

Net Income

Up

-$305,683

Up $276,003 (+47%) from 2021

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

2022

Assets$79,808
Liabilities$1,341,275
Net Assets-$1,261,467

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

2022

Revenue$49,587
Expenses$355,270
Net Income-$305,683
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 16, 2023
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark H BerensChief Executive OfficerPT$96,000$11,184$107,184
Steve M BerensChief Information OfficerFT$68,400$7,969$76,369
Mary Jo RiceTreasurerPT$30,000$3,495$33,495
Daniel M BerensChief Financial Officer-$4,562$531$5,093
Paul J BerensDirector-$925-$925
Filing and Contact Details

Filer

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

Signing Officer

Name
Daniel Berens
Title
CFO
Signed
2023-10-16
Raw XML Appendix375 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
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt01804769
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0581686
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0278408
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0589405
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j5Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt03399
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt04855
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt01456
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/UncorrectedPriorActsInd0false
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/AddressLine1Txt01660 North Lane
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Northbrook
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060062
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04874983613
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0https://therightinsight.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Operating Public Website - Production of Research Papers and related contact. Supporting IT expense
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Scholarship Program - Fund grants for scholarships and related program labor.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0190964
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt076300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt070000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Big Shoulders
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/TotalGrantOrContriPdDurYrAmt070000
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/BalanceDueAmt01288437
LoansFromOfficersSchedule/LoansFromOfficerGrp/ConsiderationFMVAmt01288437
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0NA
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0Mark Berens
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanMaturityDt02023-04
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt01013891
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0NA
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02022-01
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0This
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0NA
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0Chairman & CEO
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01334
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Other Asset
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insruance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Computer &amp;amp; Software
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office Services - Payroll Services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Business Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4401k Administration
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt047127
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1379
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21305
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3130
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt43135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt047127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1379
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21305
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43135
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/ForeignPhoneNum08479242629
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Berens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mark H Berens Charitable Foundation
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/ReturnTs02023-10-16T05:23:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

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