Civic Intelligence

Berks County Community Foundation Properties II Inc.

990EZ • Fiscal year 2018 • EIN 43-1985063

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 18, 2018

Organization ProfileN/A
237 Court StreetReading, PA 19601

(610) 685-2223

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.73x

Higher debt load relative to assets than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

100th percentile

59.29x

Higher debt load relative to revenue than 100% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

45th percentile

-0.4%

Faster asset growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$243,245

Down $960 (-0.4%) from 2017

Net Assets

Up

$66,843

Up $2,379 (+3.7%) from 2017

Liabilities

Down

$176,402

Down $3,339 (-1.9%) from 2017

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin97th percentile

Revenue

Down

$2,975

Down $10,779 (-78%) from 2017

Expenses

Down

$596

Down $5,843 (-91%) from 2017

Net Income

Down

$2,379

Down $4,936 (-67%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$800K$600K$400K$200K$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $629,265Liabilities 2012: $198,760Net Assets 2012: $430,5052012Assets 2013: $476,271Liabilities 2013: $199,043Net Assets 2013: $277,2282013Assets 2014: $450,370Liabilities 2014: $197,555Net Assets 2014: $252,8152014Assets 2015: $418,534Liabilities 2015: $187,161Net Assets 2015: $231,3732015Assets 2016: $330,463Liabilities 2016: $190,814Net Assets 2016: $139,6492016Assets 2017: $244,205Liabilities 2017: $179,741Net Assets 2017: $64,4642017Assets 2018: $243,245Liabilities 2018: $176,402Net Assets 2018: $66,8432018Assets 2019: $207,236Liabilities 2019: $95,967Net Assets 2019: $111,2692019Assets 2020: $174,204Liabilities 2020: $62,9352020Assets 2021: $123,962Liabilities 2021: $62,935Net Assets 2021: $61,0272021Assets 2022: $123,685Liabilities 2022: $76,750Net Assets 2022: $46,9352022Assets 2023: $123,052Liabilities 2023: $76,750Net Assets 2023: $46,3022023Assets 2024: $158,679Liabilities 2024: $76,750Net Assets 2024: $81,9292024Assets 2025: $3,379Liabilities 2025: $0Net Assets 2025: $3,3792025

Highlighted filing

2018

Assets$243,245
Liabilities$176,402
Net Assets$66,843
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Expenses 2012: $211,7502012Revenue 2013: $14,832Expenses 2013: $168,109Net Income 2013: -$153,2772013Revenue 2014: $12,543Expenses 2014: $36,956Net Income 2014: -$24,4132014Revenue 2015: $13,614Expenses 2015: $35,056Net Income 2015: -$21,4422015Revenue 2016: $13,772Expenses 2016: $7,996Net Income 2016: $5,7762016Revenue 2017: $13,754Expenses 2017: $6,439Net Income 2017: $7,3152017Revenue 2018: $2,975Expenses 2018: $596Net Income 2018: $2,3792018Revenue 2019: $8,875Expenses 2019: $33,032Net Income 2019: -$24,1572019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Expenses 2021: $50,2422021Revenue 2022: $0Expenses 2022: $14,092Net Income 2022: -$14,0922022Revenue 2023: $0Expenses 2023: $633Net Income 2023: -$6332023Revenue 2024: $37,050Expenses 2024: $1,423Net Income 2024: $35,6272024Revenue 2025: $0Expenses 2025: $78,550Net Income 2025: -$78,5502025

Highlighted filing

2018

Revenue$2,975
Expenses$596
Net Income$2,379
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 18, 2018
Return Version
2017v2.3
Gross Receipts
$2,975
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Hold title of property that is donated to, or for the benefit of, Berks County Community Foundation$65$596
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
P Sue PerrottyDirector-$0--
Kevin K MurphyPresident/Director-$0--
Frances A AitkenTreasurer/Director-$0--
Jay R WagnerSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Berks County Community Foundation Properties II
EIN
43-1985063
Phone
6106852223
Address
237 Court Street, Reading, PA 19601

Signing Officer

Name
Kevin K Murphy
Title
President
Signed
2018-10-18
Discuss with paid preparer
Yes

Preparer

Firm
Roswick & Company LLC
Address
110 Love Road Suite H, Reading, PA 19607
Preparer
Megan L Roswick
Phone
6105750277
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part II, Line 24, Other Assets

“Loans and notes receivable Beginning of year 195,032, End of year 190,727”

Form 990-EZ, Part II, Line 26, Liabilities

“Accounts payable Beginning of year 1,319, End of year 71”

Form 990-EZ, Part II, Line 26, Liabilities

“Grants payable Beginning of year 178,422, End of year 176,331”

Form 990-EZ, Part III, Line Exempt Purpose

“To accept gifts of real property for the benefit of Berks County Community Foundation”

Raw XML Appendix153 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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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Loans and notes receivable Beginning of year 195,032, End of year 190,727
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Grants payable Beginning of year 178,422, End of year 176,331
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part III, Line Exempt Purpose
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-18T02:58:54-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$243,245
Liabilities
$176,402
Net assets
$66,843
Revenue
$2,975
Expenses
$596
Net income
$2,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.79$0.79
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.77$0.82$0.37$0.01$0.36
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.77$0.46$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.77$0.47$0.00$0.14$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.63$0.61$0.50
2020Summary only. Only limited summary data is available for this year.$1.74$0.63$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.96$1.11$0.09$0.33$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.43$1.76$0.67$0.03$0.01$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.44$1.80$0.64$0.14$0.06$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.30$1.91$1.40$0.14$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.19$1.87$2.31$0.14$0.35$0.21
2014Detailed filing. Detailed filing data is available for this year.$4.50$1.98$2.53$0.13$0.37$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$1.99$2.77$0.15$1.68$1.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$1.99$4.31$2.12
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00