Civic Intelligence

Cross H Foundation

990PF • Fiscal year 2019 • EIN 47-0948591

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

3rd percentile

-228%

Higher net margin than 3% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

11th percentile

-9.0%

Faster asset growth than 11% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2016 to 2019

Revenue Growth

5th percentile

-58%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2016 to 2019

Assets

Down

$2,556,026

Down $840,478 (-25%) from 2016

Net Assets

Down

$2,556,026

Down $840,478 (-25%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$77,910

Down $978,382 (-93%) from 2016

Expenses

Up

$255,533

Up $92,894 (+57%) from 2016

Net Income

Down

-$177,623

Down $1,071,276 (-120%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,237,521Liabilities 2010: $0Net Assets 2010: $3,237,5212010Assets 2011: $3,227,759Liabilities 2011: $0Net Assets 2011: $3,227,7592011Assets 2012: $3,063,709Liabilities 2012: $12012Assets 2013: $2,644,873Liabilities 2013: $02013Assets 2014: $2,625,079Liabilities 2014: $0Net Assets 2014: $2,625,0792014Assets 2015: $2,502,851Liabilities 2015: $0Net Assets 2015: $2,502,8512015Assets 2016: $3,396,504Liabilities 2016: $0Net Assets 2016: $3,396,5042016Assets 2019: $2,556,026Liabilities 2019: $0Net Assets 2019: $2,556,0262019Assets 2020: $2,213,950Liabilities 2020: $0Net Assets 2020: $2,213,9502020Assets 2021: $2,074,213Liabilities 2021: $0Net Assets 2021: $2,074,2132021Assets 2022: $1,908,386Liabilities 2022: $0Net Assets 2022: $1,908,3862022Assets 2023: $1,810,216Liabilities 2023: $0Net Assets 2023: $1,810,2162023Assets 2024: $1,736,468Liabilities 2024: $0Net Assets 2024: $1,736,4682024

Highlighted filing

2019

Assets$2,556,026
Liabilities$0
Net Assets$2,556,026

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $236,0002010Expenses 2011: $216,0352011Revenue 2012: $138,093Expenses 2012: $302,143Net Income 2012: -$164,0502012Revenue 2013: -$25,207Expenses 2013: $393,629Net Income 2013: -$418,8362013Revenue 2014: $141,633Expenses 2014: $161,427Net Income 2014: -$19,7942014Revenue 2015: $63,111Expenses 2015: $185,339Net Income 2015: -$122,2282015Revenue 2016: $1,056,292Expenses 2016: $162,639Net Income 2016: $893,6532016Revenue 2019: $77,910Expenses 2019: $255,533Net Income 2019: -$177,6232019Revenue 2020: $92,877Expenses 2020: $434,953Net Income 2020: -$342,0762020Revenue 2021: $86,672Expenses 2021: $226,409Net Income 2021: -$139,7372021Revenue 2022: $109,835Expenses 2022: $275,662Net Income 2022: -$165,8272022Revenue 2023: $166,821Expenses 2023: $264,991Net Income 2023: -$98,1702023Revenue 2024: $223,868Expenses 2024: $297,616Net Income 2024: -$73,7482024

Highlighted filing

2019

Revenue$77,910
Expenses$255,533
Net Income-$177,623
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michele L BergnerTrustee-$0--
William S BergnerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cross H Foundation
EIN
47-0948591
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
William S Bergner
Title
trustee
Phone
8008391754
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-30891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01118092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Sec 751 Gain on Sale of Ptshp Reclass
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-34719
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-177623
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02556026
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02733649
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02556026
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0154158
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0154158
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0154158
IRS990PF/DistributableAmountGrp/IncomeTaxAmt074
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0156187
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01955
IRS990PF/DistributableAmountGrp/TotalTaxAmt02029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01955
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01955
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01955
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04624
IRS990PF/FMVAssetsEOYAmt03257441
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02405789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02284001
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02949461
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0128684
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt047603
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt083558
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02733649
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02556026
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0199176
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0224422
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0224422
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02733649
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02556026
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03257441
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02733649
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02556026
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02733649
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02556026
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03171311
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0175107
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02996204
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt047570
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0156187
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03123741
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03171311
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michele L Bergner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1William S Bergner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0291279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0292257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0512156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0425854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0158262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0182964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0156918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.093247
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.16024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.11713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.061324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.070324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03123741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03196182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03635728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02580743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02601726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02742612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0251767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.466233
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0251767
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0251767
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0251767
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Michele L Bergner
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1William S Bergner
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000

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