Civic Intelligence

Mberr Foundation

990PF • Fiscal year 2020 • EIN 27-2576470

Aug 01, 2019 to Jul 31, 2020 • Filed on Feb 25, 2021

Organization Profile
12344 Howland Park DrivePlymouth, MI 48170

(248) 422-6010

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-263%

Higher net margin than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-6.1%

Faster asset growth than 32% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

21%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$152,953

Down $9,947 (-6.1%) from 2019

Net Assets

Down

$152,953

Down $9,947 (-6.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Up

$3,788

Up $648 (+21%) from 2019

Expenses

Up

$13,735

Up $790 (+6.1%) from 2019

Net Income

Down

-$9,947

Down $142 (-1.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$200K$150K$100K$50K$0Assets 2017: $194,334Liabilities 2017: $0Net Assets 2017: $194,3342017Assets 2018: $172,705Liabilities 2018: $0Net Assets 2018: $172,7052018Assets 2019: $162,900Liabilities 2019: $0Net Assets 2019: $162,9002019Assets 2020: $152,953Liabilities 2020: $0Net Assets 2020: $152,9532020Assets 2021: $147,113Liabilities 2021: $0Net Assets 2021: $147,1132021Assets 2022: $142,915Liabilities 2022: $0Net Assets 2022: $142,9152022Assets 2023: $145,150Liabilities 2023: $0Net Assets 2023: $145,1502023Assets 2024: $144,240Liabilities 2024: $0Net Assets 2024: $144,2402024

Highlighted filing

2020

Assets$152,953
Liabilities$0
Net Assets$152,953
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$40K$20K$0-$20K-$40KRevenue 2017: $2,185Expenses 2017: $16,000Net Income 2017: -$13,8152017Revenue 2018: $3,141Expenses 2018: $24,770Net Income 2018: -$21,6292018Revenue 2019: $3,140Expenses 2019: $12,945Net Income 2019: -$9,8052019Revenue 2020: $3,788Expenses 2020: $13,735Net Income 2020: -$9,9472020Revenue 2021: $4,339Expenses 2021: $10,179Net Income 2021: -$5,8402021Revenue 2022: $12,839Expenses 2022: $17,037Net Income 2022: -$4,1982022Revenue 2023: $5,136Expenses 2023: $2,901Net Income 2023: $2,2352023Revenue 2024: $24,638Expenses 2024: $25,548Net Income 2024: -$9102024

Highlighted filing

2020

Revenue$3,788
Expenses$13,735
Net Income-$9,947
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Feb 25, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE J SCHWARTZTrustee-$0--
ROBERT C SCHWARTZTrustee-$0--
SARAH J GEPHARTTrust Protec-$0--
Filing and Contact Details

Filer

Filer Name
Mberr Foundation
EIN
27-2576470
Phone
2484226010
Address
12344 HOWLAND PARK DRIVE, PLYMOUTH, MI 48170

Signing Officer

Name
Robert C Schwartz
Title
Trustee
Phone
6087845678
Signed
2021-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Rozman Associates Plc
Address
2701 TROY CENTER DRIVE SUITE 460, TROY, MI 48084
Preparer
Brian D Lavoie CPA
Phone
2484226010
Raw XML Appendix296 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/USAddress/AddressLine1Txt29601 COLLINS AVE UNITE 1510
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09917
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0761
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01344
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0583
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0761
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0583
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01344
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0761
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0985
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0985
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT C SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06087845678
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MBERR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MBER
ReturnHeader/Filer/EIN0272576470
ReturnHeader/Filer/PhoneNum02484226010
ReturnHeader/Filer/USAddress/AddressLine1Txt012344 HOWLAND PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048170
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822631129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROZMAN ASSOCIATES PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02701 TROY CENTER DRIVE SUITE 460
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048084
ReturnHeader/PreparerPersonGrp/PhoneNum02484226010
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D LAVOIE CPA
ReturnHeader/ReturnTs02021-02-26T09:05:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,953
Liabilities
$0
Net assets
$152,953
Revenue
$3,788
Expenses
$13,735
Net income
-$9,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.25$0.26$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.05$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.13$0.17$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.04$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.14$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.03$0.13$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.03$0.25$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.02$0.16$0.14