Civic Intelligence

Berghoefboyle Foundation

EIN 27-1273057 • Evanston, IL

1404 Lincoln StreetEvanston, IL 60201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2025

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2025

Asset Growth

100th percentile

2863%

Faster asset growth than 100% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

100th percentile

171472%

Faster revenue growth than 100% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,102,227

Up $10,727,588 (+2863%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$11,102,227

Up $10,727,588 (+2863%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin99th percentile

Revenue

Up

$15,110,366

Up $15,101,559 (+171472%) from 2024

Expenses

Down

$19,149

Down $329,445 (-95%) from 2024

Net Income

Up

$15,091,217

Up $15,431,004 (+4541%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2012: $2,047,506Liabilities 2012: $0Net Assets 2012: $2,047,5062012Assets 2013: $3,340,173Liabilities 2013: $0Net Assets 2013: $3,340,1732013Assets 2014: $3,645,675Liabilities 2014: $0Net Assets 2014: $3,645,6752014Assets 2015: $3,364,068Liabilities 2015: $0Net Assets 2015: $3,364,0682015Assets 2016: $3,008,195Liabilities 2016: $0Net Assets 2016: $3,008,1952016Assets 2017: $2,643,336Liabilities 2017: $0Net Assets 2017: $2,643,3362017Assets 2018: $1,703,655Liabilities 2018: $0Net Assets 2018: $1,703,6542018Assets 2019: $1,842,213Liabilities 2019: $0Net Assets 2019: $1,842,2132019Assets 2020: $1,425,157Liabilities 2020: $0Net Assets 2020: $1,425,1572020Assets 2021: $1,043,380Liabilities 2021: $0Net Assets 2021: $1,043,3802021Assets 2022: $811,044Liabilities 2022: $0Net Assets 2022: $811,0442022Assets 2023: $714,426Liabilities 2023: $0Net Assets 2023: $714,4262023Assets 2024: $374,639Liabilities 2024: $0Net Assets 2024: $374,6392024Assets 2025: $11,102,227Liabilities 2025: $0Net Assets 2025: $11,102,2272025

Highlighted filing

2025

Assets$11,102,227
Liabilities$0
Net Assets$11,102,227
Open 2025 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2012: $534,8292012Expenses 2013: $520,9542013Revenue 2014: $743,252Expenses 2014: $437,750Net Income 2014: $305,5022014Revenue 2015: $221,352Expenses 2015: $502,959Net Income 2015: -$281,6072015Revenue 2016: $99,392Expenses 2016: $455,265Net Income 2016: -$355,8732016Revenue 2017: $511,256Expenses 2017: $876,115Net Income 2017: -$364,8592017Revenue 2018: $634,211Expenses 2018: $1,573,893Net Income 2018: -$939,6822018Revenue 2019: $365,848Expenses 2019: $225,789Net Income 2019: $140,0592019Revenue 2020: $7,713Expenses 2020: $424,769Net Income 2020: -$417,0562020Revenue 2021: $123Expenses 2021: $381,900Net Income 2021: -$381,7772021Revenue 2022: $464Expenses 2022: $232,800Net Income 2022: -$232,3362022Revenue 2023: $3,182Expenses 2023: $99,800Net Income 2023: -$96,6182023Revenue 2024: $8,807Expenses 2024: $348,594Net Income 2024: -$339,7872024Revenue 2025: $15,110,366Expenses 2025: $19,149Net Income 2025: $15,091,2172025

Highlighted filing

2025

Revenue$15,110,366
Expenses$19,149
Net Income$15,091,217
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,102,227
Liabilities
$0
Net assets
$11,102,227
Revenue
$15,110,366
Expenses
$19,149
Net income
$15,091,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$15.1$0.02$15.1
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.01$0.35$0.34
2023Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.00$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.00$0.23$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.00$0.38$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.01$0.42$0.42
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.37$0.23$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.63$1.57$0.94
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.51$0.88$0.36
2016Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.10$0.46$0.36
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.22$0.50$0.28
2014Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.74$0.44$0.31
2013Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.52
2012Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Oct 27, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID BERGHOEFTrustee - Part Time-$0--
KATHERINE BERGHOEFTrustee - Part Time-$0--
Filing and Contact Details

Filer

Filer Name
The Berghoef Foundation
EIN
27-1273057
In Care Of
% DAVID BERGHOEF
Phone
2135039036
Address
1404 LINCOLN STREET, EVANSTON, IL 60201

Signing Officer

Name
David Berghoef
Title
Trustee - Part Time
Phone
2135039036
Signed
2025-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Friedman & Huey Assoc Llp
Address
20940 S FRANKFORT SQUARE RD, FRANKFORT, IL 60423
Preparer
Mary V Joyce
Phone
7087996800
Raw XML Appendix356 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/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SEE SCHEDULED B ATTACHED
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09571
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0695462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0685891
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0328251
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt063380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0186760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0324593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0332104
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0685891
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0549197
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0328251
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt063380
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0157566
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09571
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0549197
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01235088
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HENRY R BERGHOEF ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1HENRY R BERGHOEF ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04670 CARLTON DUNES DRIVE 2
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt14670 CARLTON DUNES DRIVE 2
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0AMELIA ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1AMELIA ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032034
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd132034
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt014875159
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt14751
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum71
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum81
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum91
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum101
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0248156
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1965688
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt211018
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt31101789
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt42041147
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5585477
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt61424851
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt71448077
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt84117725
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt91163106
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt101768125
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc018,220 SHS ARBITRAGE 1
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc120,652 SHS GATEWAY
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2297 SHS OAKMARK EQUITY AND INCOME INVESTOR FUNDS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc347,450 SHS OAKMARK GLOBAL SELECT INSTITUTIONAL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc412,856 SHS OAKMARK INSTITUTIONAL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc57,133 SHS OAKMARK SELECT ADVISOR
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc64,161 SHS VANGUARD MID CAP INDEX ADMIRAL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc711,937 SHS VANGUARD SMALL CAP INDEX ADM
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc828,524 SHS VANGUARD TOTAL STOCK MKT IDX ADM
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc92,100 SHS VANGUARD 500 INDEX ADMIRAL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1015,900 SHS WISDOMTREE JAPAN HEDGED EQUITY ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-11-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-11-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-11-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32024-11-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42024-11-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52024-11-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62024-11-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72024-11-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt82024-11-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt92024-11-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt102024-11-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CROKE FAIRCHILD
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02081
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04162
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02081
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04363629
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012450
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06225
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0HENRY R BERGHOEF ESTATE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt04670 CARLTON DUNES DRIVE 2
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0AMELIA ISLAND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd032034
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/CategoryTxt0US PAYMENT
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID BERGHOEF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE - PART TIME
ReturnHeader/BusinessOfficerGrp/PhoneNum02135039036
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERGHOEF FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DAVID BERGHOEF
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0271273057
ReturnHeader/Filer/InCareOfNm0% DAVID BERGHOEF
ReturnHeader/Filer/PhoneNum02135039036
ReturnHeader/Filer/USAddress/AddressLine1Txt01404 LINCOLN STREET
ReturnHeader/Filer/USAddress/CityNm0EVANSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & HUEY ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020940 S FRANKFORT SQUARE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060423
ReturnHeader/PreparerPersonGrp/PhoneNum07087996800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY V JOYCE
ReturnHeader/ReturnTs02026-02-10T10:51:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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