Civic Intelligence

Louis and Sandra Berkman Foundation

990PF • Fiscal year 2019 • EIN 34-6526694

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile
600 Grant Street Suite 3230Pittsburgh, PA 15219

(412) 652-9480

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

$26,794,574

No earlier filing loaded for comparison.

Net Assets

$26,794,574

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin93rd percentile

Revenue

$3,929,942

No earlier filing loaded for comparison.

Expenses

$1,224,450

No earlier filing loaded for comparison.

Net Income

$2,705,492

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40M$30M$20M$10M$0Assets 2019: $26,794,574Liabilities 2019: $0Net Assets 2019: $26,794,5742019Assets 2020: $26,107,084Liabilities 2020: $0Net Assets 2020: $26,107,0842020Assets 2021: $28,617,408Liabilities 2021: $0Net Assets 2021: $28,617,4082021Assets 2022: $28,112,803Liabilities 2022: $0Net Assets 2022: $28,112,8032022Assets 2023: $28,280,557Liabilities 2023: $0Net Assets 2023: $28,280,5572023Assets 2024: $30,522,711Liabilities 2024: $0Net Assets 2024: $30,522,7112024

Highlighted filing

2019

Assets$26,794,574
Liabilities$0
Net Assets$26,794,574
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MRevenue 2019: $3,929,942Expenses 2019: $1,224,450Net Income 2019: $2,705,4922019Revenue 2020: $729,416Expenses 2020: $1,416,774Net Income 2020: -$687,3582020Revenue 2021: $3,930,283Expenses 2021: $1,420,508Net Income 2021: $2,509,7752021Revenue 2022: $1,177,721Expenses 2022: $1,683,849Net Income 2022: -$506,1282022Revenue 2023: $1,786,046Expenses 2023: $1,619,132Net Income 2023: $166,9142023Revenue 2024: $3,650,437Expenses 2024: $1,408,283Net Income 2024: $2,242,1542024

Highlighted filing

2019

Revenue$3,929,942
Expenses$1,224,450
Net Income$2,705,492
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A PAULPresident And Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Louis and Sandra Berkman Foundation
EIN
34-6526694
In Care Of
% ROBERT A PAUL TRUSTEE
Phone
4126529480
Address
600 Grant Street Suite 3230, Pittsburgh, PA 15219

Signing Officer

Name
Stephen E Paul
Title
Trustee
Phone
4126529480
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
The Louis Berkman Company
Address
600 Grant St Ste 3230, Pittsburgh, PA 15219
Preparer
Michael W Polk Accountant
Phone
4126529480
Raw XML Appendix297 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0494
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1189
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2160083
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3200
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PNC BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OHIO ATTORNEY GEN. FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0494
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1189
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2160083
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0494
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1189
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2160083
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0494
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1189
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2160083
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION LAWSUIT SETTLEMENT
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt06635
TaxesSchedule/TaxesDetail/Amt06635
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06635
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06635
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN E PAUL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04126529480
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Louis and Sandra Berkman Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0346526694
ReturnHeader/Filer/InCareOfNm0% ROBERT A PAUL TRUSTEE
ReturnHeader/Filer/PhoneNum04126529480
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 Grant Street Suite 3230
ReturnHeader/Filer/USAddress/CityNm0Pittsburgh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015219
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A209FDFD727EA418F9F81A03CC35DE0F12C4FD81
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0028ACF4383FED44352043EB112059B6741B0CB38
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034742020203185000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.69.64.161
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Louis Berkman Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 Grant St Ste 3230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsburgh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04126529480
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael W Polk Accountant
ReturnHeader/ReturnTs02020-11-13T10:39:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,794,574
Liabilities
$0
Net assets
$26,794,574
Revenue
$3,929,942
Expenses
$1,224,450
Net income
$2,705,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$3.65$1.41$2.24
2023Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$1.79$1.62$0.17
2022Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$1.18$1.68$0.51
2021Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$3.93$1.42$2.51
2020Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$0.73$1.42$0.69
2019Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$3.93$1.22$2.71