Civic Intelligence

Mark H Berens Charitable Foundation

990PF • Fiscal year 2023 • EIN 27-0600726

Dec 01, 2022 to Nov 30, 2023 • Filed on Jan 20, 2025

Organization Profile

View Organization Page

1243 Waukegan RoadGlenview, IL 60025

(847) 306-9577

Siviq Scores

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

Liabilities / Assets

99th percentile

2.93x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

3.12x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

58th percentile

7.5%

Higher net margin than 58% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$71,136

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

99th percentile

690%

Faster asset growth than 99% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1093%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$630,845

Up $551,037 (+690%) from 2022

Net Assets

Up

-$1,216,894

Up $44,573 (+3.5%) from 2022

Liabilities

Up

$1,847,739

Up $506,464 (+38%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin58th percentile

Revenue

Up

$591,347

Up $541,760 (+1093%) from 2022

Expenses

Up

$546,774

Up $191,504 (+54%) from 2022

Net Income

Up

$44,573

Up $350,256 (+115%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

2023

Assets$630,845
Liabilities$1,847,739
Net Assets-$1,216,894
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

2023

Revenue$591,347
Expenses$546,774
Net Income$44,573
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Jan 20, 2025
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE M BERENSChief Information OfficerFT$68,400$2,736$71,136
MARK H BERENSChief Executive OfficerPT$56,000$2,240$58,240
MARY JO RICETreasurerPT$30,000$1,200$31,200
DANIEL M BERENSChief Financial Officer-$5,663$227$5,890
PAUL J BERENSDirector-$1,475-$1,475
Filing and Contact Details

Filer

Filer Name
Mark H Berens Charitable Foundation
EIN
27-0600726
Phone
8473069577
Address
1243 WAUKEGAN ROAD, GLENVIEW, IL 60025

Signing Officer

Name
Daniel Berens
Title
Chief Financial Officer
Phone
8473069577
Signed
2025-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 N MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Steven Hueffner
Phone
3126420006
Raw XML Appendix327 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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OtherIncomeSchedule2/OtherIncomeDetail/Desc0LIFE INSURANCE PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0500000
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL BERENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08473069577
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARK H BERENS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARK
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ReturnHeader/Filer/PhoneNum08473069577
ReturnHeader/Filer/USAddress/AddressLine1Txt01243 WAUKEGAN ROAD
ReturnHeader/Filer/USAddress/CityNm0GLENVIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060025
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362469413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOPEL FORMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 N MICHIGAN AVE SUITE 1700
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ReturnHeader/PreparerPersonGrp/PhoneNum03126420006
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN HUEFFNER
ReturnHeader/ReturnTs02025-01-21T09:22:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$630,845
Liabilities
$1,847,739
Net assets
-$1,216,894
Revenue
$591,347
Expenses
$546,774
Net income
$44,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$85.5$0.00$85.5$87.9$1.20$86.7
2023Detailed filing. Detailed filing data is available for this year.$0.63$1.85$1.22$0.59$0.55$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.08$1.34$1.26$0.05$0.36$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.08$1.04$0.96$0.00$0.58$0.58
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.59$0.37$0.00$0.28$0.28