Civic Intelligence

Berry Charitable Foundation (F/K/A the Paiko Foundation)

990PF • Fiscal year 2013 • EIN 30-6282543

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 11, 2014

Organization Profile
4540 Gordon Drive34102-7560

(239) 930-8068

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2013 filings • NTEE T • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

53rd percentile

0.00x

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

2013 filings • NTEE T • $25M-$50M nonprofits • Source year 2013

Net Margin

80th percentile

70%

Higher net margin than 80% of similar nonprofits.

2013 filings • NTEE T • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

50th percentile

5.2%

Faster asset growth than 50% of similar nonprofits.

2013 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$43,684,531

Up $2,178,649 (+5.2%) from 2012

Net Assets

Up

$43,684,531

Up $2,178,649 (+5.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin80th percentile

Revenue

$3,110,969

No earlier filing loaded for comparison.

Expenses

Down

$932,320

Down $664,503 (-42%) from 2012

Net Income

$2,178,649

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$80M$60M$40M$20M$0Assets 2012: $41,505,882Liabilities 2012: $0Net Assets 2012: $41,505,8822012Assets 2013: $43,684,531Liabilities 2013: $0Net Assets 2013: $43,684,5312013Assets 2014: $47,248,311Liabilities 2014: $0Net Assets 2014: $47,248,3112014Assets 2015: $49,584,051Liabilities 2015: $0Net Assets 2015: $49,584,0512015Assets 2016: $52,962,792Liabilities 2016: $0Net Assets 2016: $52,962,7922016Assets 2020: $56,664,634Liabilities 2020: $41,140Net Assets 2020: $56,623,4942020Assets 2021: $66,443,887Liabilities 2021: $0Net Assets 2021: $66,443,8872021Assets 2022: $71,829,150Liabilities 2022: $0Net Assets 2022: $71,829,1502022Assets 2023: $72,207,031Liabilities 2023: $0Net Assets 2023: $72,207,0312023Assets 2024: $74,630,040Liabilities 2024: $0Net Assets 2024: $74,630,0402024

Highlighted filing

2013

Assets$43,684,531
Liabilities$0
Net Assets$43,684,531
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Expenses 2012: $1,596,8232012Revenue 2013: $3,110,969Expenses 2013: $932,320Net Income 2013: $2,178,6492013Revenue 2014: $6,139,555Expenses 2014: $2,575,775Net Income 2014: $3,563,7802014Revenue 2015: $5,105,316Expenses 2015: $2,760,936Net Income 2015: $2,344,3802015Revenue 2016: $6,178,367Expenses 2016: $2,799,626Net Income 2016: $3,378,7412016Revenue 2020: $5,718,485Expenses 2020: $4,242,729Net Income 2020: $1,475,7562020Revenue 2021: $19,441,279Expenses 2021: $3,651,085Net Income 2021: $15,790,1942021Revenue 2022: $10,018,176Expenses 2022: $4,528,023Net Income 2022: $5,490,1532022Revenue 2023: $5,819,374Expenses 2023: $5,441,493Net Income 2023: $377,8812023Revenue 2024: $7,861,529Expenses 2024: $5,438,520Net Income 2024: $2,423,0092024

Highlighted filing

2013

Revenue$3,110,969
Expenses$932,320
Net Income$2,178,649
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 11, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY D BERRYTrusteePT$0--
Filing and Contact Details

Filer

EIN
30-6282543
Phone
2399308068

Signing Officer

Name
Ray Berry
Title
Trustee
Phone
2399308068
Signed
2014-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
Leslie L Anderson
Phone
3364822444
Raw XML Appendix350 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/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03364822444
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RAY D BERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0750005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE COMMUNITY FOUNDATION OF COLLIER COUNTY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10COMMUNITY FOUNDATION OF COLLIER COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine102400 TAMIAMI TRAIL N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode034103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0750005
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0778755
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02102968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01324213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0639229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01000000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01324213
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0315016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0315016
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0778755
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0315016
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01639229
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RAY BERRY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine104540 GORDON DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode034102
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02090722
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0890722
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0CORPORATE BONDS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-12-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06209
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt16353
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ORDINARY INCOME FROM YORK CREDIT OPP UNIT TRUST - PFIC QEF
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ORDINARY INCOME FROM JANA OFFSHORE FUND LTD. - PFIC QEF
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06209
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt16353
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06209
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt16353
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt073696
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt125000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt125000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt073696
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt065169
TaxesSchedule/TaxesDetail/Amt114700
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt114700
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02399308068
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE PAIKO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAIK
ReturnHeader/Filer/EIN0306282543
ReturnHeader/Filer/PhoneNum02399308068
ReturnHeader/Filer/USAddress/AddressLine104540 GORDON DRIVE
ReturnHeader/Filer/USAddress/City0NAPLES
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0341027560
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204831046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LESLIE ANDERSON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101101 NORWALK STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027407
ReturnHeader/PreparerPersonGrp/PhoneNum03364822444
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE L ANDERSON
ReturnHeader/ReturnTs02014-11-14T15:28:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,684,531
Liabilities
$0
Net assets
$43,684,531
Revenue
$3,110,969
Expenses
$932,320
Net income
$2,178,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$74.6$0.00$74.6$7.86$5.44$2.42
2023Detailed filing. Detailed filing data is available for this year.$72.2$0.00$72.2$5.82$5.44$0.38
2022Detailed filing. Detailed filing data is available for this year.$71.8$0.00$71.8$10.0$4.53$5.49
2021Detailed filing. Detailed filing data is available for this year.$66.4$0.00$66.4$19.4$3.65$15.8
2020Detailed filing. Detailed filing data is available for this year.$56.7$0.04$56.6$5.72$4.24$1.48
2016Detailed filing. Detailed filing data is available for this year.$53.0$0.00$53.0$6.18$2.80$3.38
2015Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$5.11$2.76$2.34
2014Detailed filing. Detailed filing data is available for this year.$47.2$0.00$47.2$6.14$2.58$3.56
2013Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$3.11$0.93$2.18
2012Detailed filing. Detailed filing data is available for this year.$41.5$0.00$41.5$1.60