Civic Intelligence

The Lyle and Janis Berman Family Foundation

990PF • Fiscal year 2019 • EIN 41-1809328

Jan 01, 2019 to Dec 31, 2019 • Filed on Dec 23, 2020

10275 Wayzata Blvd No 100Minnetonka, MN 55305

(952) 956-2875

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-37407%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

12th percentile

-36%

Faster asset growth than 12% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-56%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$37,380

Down $21,322 (-36%) from 2018

Net Assets

Down

$37,380

Down $21,322 (-36%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$57

Down $73 (-56%) from 2018

Expenses

Up

$21,379

Up $12,951 (+154%) from 2018

Net Income

Down

-$21,322

Down $13,024 (-157%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $532Liabilities 2011: $02011Assets 2012: $507Liabilities 2012: $02012Assets 2013: $109,299Liabilities 2013: $0Net Assets 2013: $109,2992013Assets 2014: $85,708Liabilities 2014: $0Net Assets 2014: $85,7082014Assets 2015: $72,226Liabilities 2015: $0Net Assets 2015: $72,2262015Assets 2016: $59,136Liabilities 2016: $0Net Assets 2016: $59,1362016Assets 2017: $67,000Liabilities 2017: $0Net Assets 2017: $67,0002017Assets 2018: $58,702Liabilities 2018: $0Net Assets 2018: $58,7022018Assets 2019: $37,380Liabilities 2019: $0Net Assets 2019: $37,3802019Assets 2020: $12,210Liabilities 2020: $0Net Assets 2020: $12,2102020Assets 2021: $341,282Liabilities 2021: $0Net Assets 2021: $341,2822021Assets 2022: $338,023Liabilities 2022: $0Net Assets 2022: $338,0232022Assets 2023: $326,562Liabilities 2023: $0Net Assets 2023: $326,5622023Assets 2024: $324,250Liabilities 2024: $0Net Assets 2024: $324,2502024

Highlighted filing

2019

Assets$37,380
Liabilities$0
Net Assets$37,380

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $200,700Expenses 2011: $195,425Net Income 2011: $5,2752011Revenue 2012: $0Expenses 2012: $25Net Income 2012: -$252012Revenue 2013: $257,250Expenses 2013: $143,352Net Income 2013: $113,8982013Revenue 2014: -$14,107Expenses 2014: $9,484Net Income 2014: -$23,5912014Revenue 2015: $23Expenses 2015: $13,505Net Income 2015: -$13,4822015Revenue 2016: $15Expenses 2016: $13,105Net Income 2016: -$13,0902016Revenue 2017: $33,705Expenses 2017: $25,841Net Income 2017: $7,8642017Revenue 2018: $130Expenses 2018: $8,428Net Income 2018: -$8,2982018Revenue 2019: $57Expenses 2019: $21,379Net Income 2019: -$21,3222019Revenue 2020: -$14,356Expenses 2020: $10,814Net Income 2020: -$25,1702020Revenue 2021: $340,753Expenses 2021: $11,681Net Income 2021: $329,0722021Revenue 2022: $78,264Expenses 2022: $81,523Net Income 2022: -$3,2592022Revenue 2023: $22,110Expenses 2023: $33,571Net Income 2023: -$11,4612023Revenue 2024: $21,353Expenses 2024: $23,665Net Income 2024: -$2,3122024

Highlighted filing

2019

Revenue$57
Expenses$21,379
Net Income-$21,322
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Dec 23, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYLE BERMANPresident-$0--
JANIS BERMANTreasurer-$0--
NEIL SELLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Lyle and Janis Berman
EIN
41-1809328
Phone
9529562875
Address
10275 WAYZATA BLVD NO 100, MINNETONKA, MN 55305

Signing Officer

Name
Lyle Berman
Title
President
Phone
9529562875
Signed
2020-12-23
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
222 SOUTH 9TH STREET SUITE 1000, MINNEAPOLIS, MN 55402
Preparer
Anne M Ledwein
Phone
6123397811
Raw XML Appendix360 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0B'NAI BIRTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JEWISH COMMUNITY ACTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JEWISH FAMILY & CHILDREN'S SERVICE OF MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SABES JCC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ADATH JESHUNUN CONGREGATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ANTI-DEFAMATION LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01120 20TH STREET NW SUITE 300N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12375 UNIVERSITY AVENUE W SUITE 150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt213100 WAYZATA BOULEVARD SUITE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34330 S CEDAR LAKE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt410500 HILLSIDE LANE WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 96226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MINNETONKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MINNETONKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355416
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd455305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5200906226
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019500
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/AppliedToCurrentYearAmt01472
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01472
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03669
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021934
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05826
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05826
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061367
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03669
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021934
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09027
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07885
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020324
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018852
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt067193
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048341
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt022
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt044
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt022
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MN ANNUAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ASSET MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1255
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1255
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYLE BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09529562875
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LYLE AND JANIS BERMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LYLE
ReturnHeader/Filer/EIN0411809328
ReturnHeader/Filer/PhoneNum09529562875
ReturnHeader/Filer/USAddress/AddressLine1Txt010275 WAYZATA BLVD NO 100
ReturnHeader/Filer/USAddress/CityNm0MINNETONKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055305
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02CF68395EF3231B76A7BAA733236488D8BD03CC9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.82.199.45
ReturnHeader/FilingSecurityInformation/IPDt02020-12-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:49:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341873282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 SOUTH 9TH STREET SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123397811
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE M LEDWEIN
ReturnHeader/ReturnTs02020-12-23T13:00:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.21$0.24$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.22$0.34$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.78$0.82$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$3.41$0.12$3.29
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.14$0.11$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.00$0.21$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.00$0.08$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.34$0.26$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.00$0.13$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.00$0.14$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.14$0.09$0.24
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$2.57$1.43$1.14
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$2.01$1.95$0.05