Civic Intelligence

Walter V and Idun Y Berry Foundation

990PF • Fiscal year 2017 • EIN 33-0284355

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 15, 2018

Organization Profile
PO Box 2437Estes Park, CO 80517

(970) 586-3181

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

30th percentile

-2.7%

Higher net margin than 30% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$1,500

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

34th percentile

-0.2%

Faster asset growth than 34% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

48%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$9,618,696

Down $17,374 (-0.2%) from 2016

Net Assets

Down

$9,618,696

Down $17,374 (-0.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin30th percentile

Revenue

Up

$647,248

Up $210,541 (+48%) from 2016

Expenses

Up

$664,622

Up $77,365 (+13%) from 2016

Net Income

Up

-$17,374

Up $133,176 (+88%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$15M$10M$5.0M$0Assets 2013: $12,030,128Liabilities 2013: $0Net Assets 2013: $12,030,1282013Assets 2015: $9,786,620Liabilities 2015: $0Net Assets 2015: $9,786,6202015Assets 2016: $9,636,070Liabilities 2016: $0Net Assets 2016: $9,636,0702016Assets 2017: $9,618,696Liabilities 2017: $0Net Assets 2017: $9,618,6962017Assets 2018: $9,463,162Liabilities 2018: $0Net Assets 2018: $9,463,1622018Assets 2019: $9,412,891Liabilities 2019: $0Net Assets 2019: $9,412,8912019Assets 2020: $9,268,685Liabilities 2020: $0Net Assets 2020: $9,268,6852020Assets 2021: $9,602,498Liabilities 2021: $0Net Assets 2021: $9,602,4982021Assets 2022: $9,368,685Liabilities 2022: $0Net Assets 2022: $9,368,6852022

Highlighted filing

2017

Assets$9,618,696
Liabilities$0
Net Assets$9,618,696
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0M-$3.0MRevenue 2013: $702,204Expenses 2013: $690,021Net Income 2013: $12,1832013Revenue 2015: -$1,670,794Expenses 2015: $720,369Net Income 2015: -$2,391,1632015Revenue 2016: $436,707Expenses 2016: $587,257Net Income 2016: -$150,5502016Revenue 2017: $647,248Expenses 2017: $664,622Net Income 2017: -$17,3742017Revenue 2018: $545,346Expenses 2018: $700,880Net Income 2018: -$155,5342018Revenue 2019: $647,416Expenses 2019: $697,687Net Income 2019: -$50,2712019Revenue 2020: $554,184Expenses 2020: $698,390Net Income 2020: -$144,2062020Revenue 2021: $1,050,778Expenses 2021: $716,965Net Income 2021: $333,8132021Revenue 2022: $508,371Expenses 2022: $742,184Net Income 2022: -$233,8132022

Highlighted filing

2017

Revenue$647,248
Expenses$664,622
Net Income-$17,374
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Walter BornemanPresident-$1,500-$1,500
Michael G CrusonVice President-$1,500-$1,500
William R ValentineSecretary-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Walter V & Idun Y Berry Foundation
EIN
33-0284355
Phone
9705863181
Address
PO Box 2437, Estes Park, CO 80517

Signing Officer

Name
Walter Borneman
Title
President
Signed
2018-02-15

Preparer

Firm
Valentine Seevers & Associates PC - CPAs
Address
28000 Meadow Dr No 104, Evergreen, CO 80439
Preparer
John Seevers CPA
Phone
3036745561
Raw XML Appendix361 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/PersonNm0Walter Borneman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Michael G Cruson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2William R Valentine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1103 Normans Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt228000 Meadow Drive 104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Estes Park
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0428638
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010219027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09739339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010178490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09746955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt09479643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt010597440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0479808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251729
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0479808
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0479808
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0479808
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 2437
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Estes Park
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0805172437
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Walter Borneman
IRS990PF/StatementsRegardingActyGrp/PhoneNum09705863181
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0475000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESEARCH TO IMPROVE CHILDRENS HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LUCILE PACKARD FOUNDATION FOR CHILD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 HAMILTON AVE SUITE 340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0475000
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/AppliedToCurrentYearAmt08172
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0471636
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0501613
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0479808
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0493441
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0471636
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt030000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt030000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN INCOME TAX ON DIVIDENDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0558
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1133878
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0558
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1133837
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2222
TaxesSchedule/TaxesDetail/Amt010572
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010572
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Walter Borneman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walter V & Idun Y Berry Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0330284355
ReturnHeader/Filer/PhoneNum09705863181
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2437
ReturnHeader/Filer/USAddress/CityNm0Estes Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080517
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412176587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Valentine Seevers & Associates PC - CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028000 Meadow Dr No 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Evergreen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080439
ReturnHeader/PreparerPersonGrp/PhoneNum03036745561
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Seevers CPA
ReturnHeader/ReturnTs02018-02-15T10:14:24-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,618,696
Liabilities
$0
Net assets
$9,618,696
Revenue
$647,248
Expenses
$664,622
Net income
-$17,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.37$0.00$9.37$0.51$0.74$0.23
2021Detailed filing. Detailed filing data is available for this year.$9.60$0.00$9.60$1.05$0.72$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.27$0.00$9.27$0.55$0.70$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.41$0.00$9.41$0.65$0.70$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.46$0.00$9.46$0.55$0.70$0.16
2017Detailed filing. Detailed filing data is available for this year.$9.62$0.00$9.62$0.65$0.66$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.64$0.00$9.64$0.44$0.59$0.15
2015Detailed filing. Detailed filing data is available for this year.$9.79$0.00$9.79$1.67$0.72$2.39
2013Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.70$0.69$0.01