Civic Intelligence

Berger North Foundation

990PF • Fiscal year 2016 • EIN 27-3132546

Jan 01, 2016 to Dec 31, 2016 • Filed on May 23, 2017

Organization Profile
1624 HIGHWAY 395 Suite 3Minden, NV 89423

(775) 782-3013

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

4th percentile

-153%

Higher net margin than 4% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

37th percentile

$113,594

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 32.3% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

23rd percentile

-3.3%

Faster asset growth than 23% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

447%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$15,758,930

Down $538,436 (-3.3%) from 2015

Net Assets

Down

$15,758,571

Down $538,795 (-3.3%) from 2015

Liabilities

Up

$359

Up $359 from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin4th percentile

Revenue

Up

$351,902

Up $287,627 (+447%) from 2015

Expenses

Down

$890,697

Down $126,457 (-12%) from 2015

Net Income

Up

-$538,795

Up $414,084 (+43%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$20M$15M$10M$5.0M$0Assets 2015: $16,297,366Liabilities 2015: $0Net Assets 2015: $16,297,3662015Assets 2016: $15,758,930Liabilities 2016: $359Net Assets 2016: $15,758,5712016Assets 2020: $16,526,762Liabilities 2020: $0Net Assets 2020: $16,526,7622020Assets 2021: $16,840,553Liabilities 2021: $0Net Assets 2021: $16,840,5532021Assets 2022: $16,362,742Liabilities 2022: $0Net Assets 2022: $16,362,7422022Assets 2023: $16,078,137Liabilities 2023: $0Net Assets 2023: $16,078,1372023Assets 2024: $16,025,644Liabilities 2024: $0Net Assets 2024: $16,025,6442024

Highlighted filing

2016

Assets$15,758,930
Liabilities$359
Net Assets$15,758,571
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2015: $64,275Expenses 2015: $1,017,154Net Income 2015: -$952,8792015Revenue 2016: $351,902Expenses 2016: $890,697Net Income 2016: -$538,7952016Revenue 2020: $434,734Expenses 2020: $1,151,316Net Income 2020: -$716,5822020Revenue 2021: $1,636,296Expenses 2021: $1,322,505Net Income 2021: $313,7912021Revenue 2022: $935,227Expenses 2022: $1,413,038Net Income 2022: -$477,8112022Revenue 2023: $1,186,156Expenses 2023: $1,470,761Net Income 2023: -$284,6052023Revenue 2024: $1,431,781Expenses 2024: $1,484,274Net Income 2024: -$52,4932024

Highlighted filing

2016

Revenue$351,902
Expenses$890,697
Net Income-$538,795
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John N BergerTrusteePT$75,248$38,346$113,594
Ingrid C TannerTrusteeFT$51,460$13,696$65,156
Filing and Contact Details

Filer

Filer Name
Berger North Foundation
EIN
27-3132546
In Care Of
% Berger North Foundation
Phone
7757823013
Address
1624 HIGHWAY 395 Suite 3, Minden, NV 89423

Signing Officer

Name
Ingrid C Tanner
Title
trustee
Phone
7757823013
Signed
2017-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03604
IRS990PF/DistributableAmountGrp/TotalTaxAmt03604
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03604
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03604
IRS990PF/FMVAssetsEOYAmt017073767
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015522352
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015571832
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0359
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016297366
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0775014
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016297366
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015758571
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016305751
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0540900
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015755507
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0244586
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt09344
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0803058
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016061165
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016305751
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CORIENT CAPITAL PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0133529
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0500 Newport Center Drive Suite 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt075248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt151460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt038346
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt113696
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John N Berger
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ingrid C Tanner
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01624 HIGHWAY 395 Suite 3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11624 HIGHWAY 395 Suite 3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Minden
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Minden
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0446218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0801468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01027720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt091803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.027558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.057199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.00529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt016061165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt016787910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt017967408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt017353613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0755663

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,758,930
Liabilities
$359
Net assets
$15,758,571
Revenue
$351,902
Expenses
$890,697
Net income
-$538,795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$0.00$16.0$1.43$1.48$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.00$16.1$1.19$1.47$0.28
2022Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.94$1.41$0.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.00$16.8$1.64$1.32$0.31
2020Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.43$1.15$0.72
2016Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.35$0.89$0.54
2015Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.06$1.02$0.95