Civic Intelligence

Morris Berger Education Trust

990PF • Fiscal year 2017 • EIN 45-2691227

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 10, 2017

Organization Profile
178 Dover StreetBrooklyn, NY 11235-3720

(718) 743-3169

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2017 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.00x

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

2017 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2017

Net Margin

11th percentile

-214%

Higher net margin than 11% of similar nonprofits.

2017 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2017 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2017

Asset Growth

28th percentile

-3.2%

Faster asset growth than 28% of similar nonprofits.

2017 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

4.2%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$812,502

Down $26,984 (-3.2%) from 2016

Net Assets

Down

$812,502

Down $26,984 (-3.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin11th percentile

Revenue

Up

$7,937

Up $317 (+4.2%) from 2016

Expenses

Down

$24,921

Down $26,581 (-52%) from 2016

Net Income

Up

-$16,984

Up $26,898 (+61%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.0M$500K$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $780,900Liabilities 2012: $0Net Assets 2012: $780,9002012Assets 2013: $778,648Liabilities 2013: $02013Assets 2014: $879,396Liabilities 2014: $0Net Assets 2014: $879,3962014Assets 2015: $903,368Liabilities 2015: $0Net Assets 2015: $903,3682015Assets 2016: $839,486Liabilities 2016: $0Net Assets 2016: $839,4862016Assets 2017: $812,502Liabilities 2017: $0Net Assets 2017: $812,5022017Assets 2018: $806,787Liabilities 2018: $0Net Assets 2018: $806,7872018Assets 2019: $797,206Liabilities 2019: $0Net Assets 2019: $797,2062019Assets 2020: $746,939Liabilities 2020: $0Net Assets 2020: $746,9392020Assets 2021: $711,664Liabilities 2021: $0Net Assets 2021: $711,6642021Assets 2022: $673,716Liabilities 2022: $0Net Assets 2022: $673,7162022Assets 2023: $664,397Liabilities 2023: $0Net Assets 2023: $664,3972023Assets 2024: $679,122Liabilities 2024: $0Net Assets 2024: $679,1222024Assets 2025: $685,025Liabilities 2025: $0Net Assets 2025: $685,0252025

Highlighted filing

2017

Assets$812,502
Liabilities$0
Net Assets$812,502
Open 2017 Filing

Operations Trend

Revenue Growth40th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $02011Expenses 2012: $25,6362012Revenue 2013: $35,618Expenses 2013: $37,870Net Income 2013: -$2,2522013Revenue 2014: $135,435Expenses 2014: $34,687Net Income 2014: $100,7482014Revenue 2015: $62,062Expenses 2015: $38,090Net Income 2015: $23,9722015Revenue 2016: $7,620Expenses 2016: $51,502Net Income 2016: -$43,8822016Revenue 2017: $7,937Expenses 2017: $24,921Net Income 2017: -$16,9842017Revenue 2018: $19,872Expenses 2018: $25,587Net Income 2018: -$5,7152018Revenue 2019: $26,163Expenses 2019: $35,374Net Income 2019: -$9,2112019Revenue 2020: $12,670Expenses 2020: $53,060Net Income 2020: -$40,3902020Revenue 2021: $4,773Expenses 2021: $40,048Net Income 2021: -$35,2752021Revenue 2022: $2,567Expenses 2022: $40,515Net Income 2022: -$37,9482022Revenue 2023: $23,890Expenses 2023: $33,209Net Income 2023: -$9,3192023Revenue 2024: $42,507Expenses 2024: $27,782Net Income 2024: $14,7252024Revenue 2025: $34,003Expenses 2025: $28,100Net Income 2025: $5,9032025

Highlighted filing

2017

Revenue$7,937
Expenses$24,921
Net Income-$16,984
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MILTON ZEGERMANTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Morris Berger Education Trust
EIN
45-2691227
Phone
7187433169
Address
178 DOVER STREET, BROOKLYN, NY 11235-3720

Signing Officer

Name
milton zegerman
Title
Trustee
Phone
7187433169
Signed
2017-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Shalik Morris & Company Llp
Address
80 CROSSWAYS PARK DRIVE WEST, WOODBURY, NY 11797
Preparer
Stanley Stahl CPA
Phone
5163388700
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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024266
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040534
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07602
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0886
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07602
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024266
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07602
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08666
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR ERROR IN FUND BALANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0306
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt077
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0383
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0113
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1NYS FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0113
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1100
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0milton zegerman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07187433169
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRIS BERGER EDUCATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MILTON ZEGERMAN
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0452691227
ReturnHeader/Filer/PhoneNum07187433169
ReturnHeader/Filer/USAddress/AddressLine1Txt0178 DOVER STREET
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0112353720
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C81F6C29A7C9B32FDBD9691C1F6A6E83EBA113E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.23.39.58
ReturnHeader/FilingSecurityInformation/IPDt02017-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:53:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112973036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHALIK MORRIS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 CROSSWAYS PARK DRIVE WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05163388700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stanley Stahl CPA
ReturnHeader/ReturnTs02017-10-10T10:53:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$812,502
Liabilities
$0
Net assets
$812,502
Revenue
$7,937
Expenses
$24,921
Net income
-$16,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.34$0.28$0.06
2024Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.43$0.28$0.15
2023Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.24$0.33$0.09
2022Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.03$0.41$0.38
2021Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.05$0.40$0.35
2020Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.13$0.53$0.40
2019Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.26$0.35$0.09
2018Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.20$0.26$0.06
2017Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.08$0.25$0.17
2016Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.08$0.52$0.44
2015Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$0.62$0.38$0.24
2014Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$1.35$0.35$1.01
2013Summary only. Only limited summary data is available for this year.$7.79$0.00$0.36$0.38$0.02
2012Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.26
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00