Civic Intelligence

Berks County Community Foundation Properties II Inc.

990EZ • Fiscal year 2023 • EIN 43-1985063

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 12, 2023

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

91st percentile

0.62x

Higher debt load relative to assets than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$123,052

Down $633 (-0.5%) from 2022

Net Assets

Down

$46,302

Down $633 (-1.3%) from 2022

Liabilities

Flat

$76,750

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Down

$633

Down $13,459 (-96%) from 2022

Net Income

Up

-$633

Up $13,459 (+96%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2023

Assets$123,052
Liabilities$76,750
Net Assets$46,302
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$0
Expenses$633
Net Income-$633
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 12, 2023
Return Version
2022v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

To accept gifts of real property for the benefit of berks county community foundation.

Program Services

DescriptionGrantsExpenses
HOLD TITLE OF PROPERTY THAT IS DONATED TO, OR FOR THE BENEFIT OF , BERKS COUNTY COMMUNITY FOUNDATION.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALFRED WEBERDirector-$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
EIN
43-1985063
Phone
6106852223
Address
237 COURT STREET, READING, PA 19601

Signing Officer

Name
Kevin K Murphy
Title
President
Phone
6106852223
Signed
2023-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Kreischer Miller
Address
100 WITMER ROAD SUITE 350, HORSHAM, PA 19044-2369
Preparer
Christopher M Pekula
Phone
2154414600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: legal services. Amount: 289. Description: accounting fees. Amount: 344. Total to form 990-ez, line 16: 633.”

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

“Description: loans and notes receivable. Beg. Of year amount: 116,450. End of year amount: 116,450.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: grants payable. Beg. Of year amount: 76,750. End of year amount: 76,750.”

Raw XML Appendix160 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06106852223
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0237 COURT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0READING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07235
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06602
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-633
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0123685
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0123052
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046935
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046302
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046935
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046302
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALFRED WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN K MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANCES A AITKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAY R WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0116450
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0116450
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0633
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ACCEPT GIFTS OF REAL PROPERTY FOR THE BENEFIT OF BERKS COUNTY COMMUNITY FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOLD TITLE OF PROPERTY THAT IS DONATED TO, OR FOR THE BENEFIT OF , BERKS COUNTY COMMUNITY FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt076750
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt076750
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0633
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0232769892
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BERKS COUNTY COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: LEGAL SERVICES. AMOUNT: 289. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 344. TOTAL TO FORM 990-EZ, LINE 16: 633.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LOANS AND NOTES RECEIVABLE. BEG. OF YEAR AMOUNT: 116,450. END OF YEAR AMOUNT: 116,450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 76,750. END OF YEAR AMOUNT: 76,750.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN K MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06106852223
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKS COUNTY COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROPERTIES II
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0431985063
ReturnHeader/Filer/PhoneNum06106852223
ReturnHeader/Filer/USAddress/AddressLine1Txt0237 COURT STREET
ReturnHeader/Filer/USAddress/CityNm0READING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231980475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KREISCHER MILLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 WITMER ROAD SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HORSHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190442369
ReturnHeader/PreparerPersonGrp/PhoneNum02154414600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER M PEKULA
ReturnHeader/ReturnTs02023-12-14T14:21:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MURPHY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,052
Liabilities
$76,750
Net assets
$46,302
Revenue
$0
Expenses
$633
Net income
-$633
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