Civic Intelligence

Berney Family Foundation

990PF • Fiscal year 2017 • EIN 47-4328281

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile
4332 Teravista Club Drive 18Round Rock, TX 78665

(713) 447-4728

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

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

Liabilities / Revenue

35th percentile

0.00x

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

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

Net Margin

5th percentile

-105%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

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

Asset Growth

1st percentile

-86%

Faster asset growth than 1% of similar nonprofits.

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

Revenue Growth

78th percentile

33%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$146,323

Down $869,444 (-86%) from 2016

Net Assets

Down

$146,323

Down $869,444 (-86%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin5th percentile

Revenue

Up

$691,397

Up $170,345 (+33%) from 2016

Expenses

Up

$1,413,920

Up $1,407,827 (+23106%) from 2016

Net Income

Down

-$722,523

Down $1,237,482 (-240%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$1.5M$1.0M$500K$0Assets 2015: $500,808Liabilities 2015: $02015Assets 2016: $1,015,767Liabilities 2016: $0Net Assets 2016: $1,015,7672016Assets 2017: $146,323Liabilities 2017: $0Net Assets 2017: $146,3232017Assets 2018: $175,381Liabilities 2018: $0Net Assets 2018: $175,3812018Assets 2019: $208,557Liabilities 2019: $1Net Assets 2019: $208,5572019Assets 2020: $204,962Liabilities 2020: $1Net Assets 2020: $204,9622020Assets 2021: $210,946Liabilities 2021: $1Net Assets 2021: $210,9462021Assets 2022: $265,581Liabilities 2022: $1Net Assets 2022: $265,5812022Assets 2023: $421,814Liabilities 2023: $1Net Assets 2023: $421,8142023Assets 2024: $526,059Liabilities 2024: $0Net Assets 2024: $526,0592024

Highlighted filing

2017

Assets$146,323
Liabilities$0
Net Assets$146,323
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2015: $500,808Expenses 2015: $0Net Income 2015: $500,8082015Revenue 2016: $521,052Expenses 2016: $6,093Net Income 2016: $514,9592016Revenue 2017: $691,397Expenses 2017: $1,413,920Net Income 2017: -$722,5232017Revenue 2018: $40,757Expenses 2018: $11,935Net Income 2018: $28,8222018Revenue 2019: $45,038Expenses 2019: $9,113Net Income 2019: $35,9252019Revenue 2020: $5,748Expenses 2020: $9,389Net Income 2020: -$3,6412020Revenue 2021: $26,190Expenses 2021: $10,975Net Income 2021: $15,2152021Revenue 2022: $222,101Expenses 2022: $9,538Net Income 2022: $212,5632022Revenue 2023: $342,964Expenses 2023: $165,721Net Income 2023: $177,2432023Revenue 2024: $216,318Expenses 2024: $14,709Net Income 2024: $201,6092024

Highlighted filing

2017

Revenue$691,397
Expenses$1,413,920
Net Income-$722,523
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAND C BERNEYChairman-$0--
PATTI S BERNEYPresident-$0--
KRISTIN BERNEY CURDVP/ Secretary-$0--
JASON M BERNEYVP/ Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKANSAS STATE UNIVERSITY FOUNDATIONTO SUPPORT PUBLIC EDUCATION-MANHATTAN, KS, US$1,407,402
Filing and Contact Details

Filer

Filer Name
Berney Family Foundation
EIN
47-4328281
Phone
7134474728
Address
4332 TERAVISTA CLUB DRIVE 18, ROUND ROCK, TX 78665

Signing Officer

Name
Rand C Berney
Title
Officer
Phone
7134474728
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Bkm Sowan Horan Llp
Address
15301 DALLAS PARKWAY SUITE 960, ADDISON, TX 75001
Preparer
Aaron R Macphie
Phone
2145453965
Raw XML Appendix351 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RAND C BERNEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04332 TERAVISTA CLUB DRIVE 18
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROUND ROCK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078665
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07134474728
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RAND C BERNEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07134474728
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04332 TERAVISTA CLUB DRIVE 18
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ROUND ROCK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078665
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01407402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT PUBLIC EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KANSAS STATE UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01800 KIMBALL AVENUE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MANHATTAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0665023373
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01407402
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt074419
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01332983
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01332983
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01407402
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01332983
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01332983
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt074419
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0RAND C BERNEY
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04332 TERAVISTA CLUB DRIVE 18
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ROUND ROCK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078665
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0470000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0ON MAY 25, 2017 AND DECEMBER 27, 2017, THE BERNEY FAMILY FOUNDATION MADE CHARITABLE CONTRIBUTIONS OF CASH IN THE AMOUNTS OF $407,402, AND $1,000,000, RESPECTIVELY, TO THE KANSAS STATE UNIVERSITY FOUNDATION, A PUBLIC CHARITY, IN ACCORDANCE WITH ITS EXEMPT PURPOSE.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0146921
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNREALIZED GAIN/LOSS
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0179
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0179
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06448
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06448
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0RAND PATTI BERNEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt04332 TERAVISTA CLUB DRIVE 18
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0ROUND ROCK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd078665
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAND C BERNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07134474728
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0474328281
ReturnHeader/Filer/PhoneNum07134474728
ReturnHeader/Filer/USAddress/AddressLine1Txt04332 TERAVISTA CLUB DRIVE 18
ReturnHeader/Filer/USAddress/CityNm0ROUND ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078665
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07DBC3C82FAE840EB0BC9E6BA45AFB784340D1FED
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.84.106.229
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:51:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272602152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKM SOWAN HORAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015301 DALLAS PARKWAY SUITE 960
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ADDISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075001
ReturnHeader/PreparerPersonGrp/PhoneNum02145453965
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON R MACPHIE
ReturnHeader/ReturnTs02018-11-14T13:19:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$146,323
Liabilities
$0
Net assets
$146,323
Revenue
$691,397
Expenses
$1,413,920
Net income
-$722,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.22$0.01$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.34$0.17$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.22$0.01$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.03$0.01$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.05$0.01$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.04$0.01$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.69$1.41$0.72
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.52$0.01$0.51
2015Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.00$0.50