Civic Intelligence

Leo V Berger Fund

990T • Fiscal year 2021 • EIN 51-0196887

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2021

Organization Profile
CO 3310 Mary Street No 501Miami, FL 33133

(646) 319-6404

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $8,209,902Liabilities 2010: $02010Assets 2011: $8,299,175Liabilities 2011: $0Net Assets 2011: $8,299,1752011Assets 2012: $8,354,241Liabilities 2012: $12012Assets 2013: $8,529,564Liabilities 2013: $0Net Assets 2013: $8,529,5642013Assets 2014: $8,627,166Liabilities 2014: $0Net Assets 2014: $8,627,1662014Assets 2015: $8,686,921Liabilities 2015: $0Net Assets 2015: $8,686,9212015Assets 2016: $8,640,979Liabilities 2016: $0Net Assets 2016: $8,640,9792016Assets 2017: $8,473,855Liabilities 2017: $0Net Assets 2017: $8,473,8552017Assets 2018: $8,403,791Liabilities 2018: $0Net Assets 2018: $8,403,7912018Assets 2019: $8,138,345Liabilities 2019: $0Net Assets 2019: $8,138,3452019Assets 2020: $4,151,130Liabilities 2020: $0Net Assets 2020: $4,151,1302020Assets 2021: $4,174,100Liabilities 2021: $0Net Assets 2021: $4,174,1002021Assets 2022: $4,003,169Liabilities 2022: $0Net Assets 2022: $4,003,1692022Assets 2023: $3,988,174Liabilities 2023: $0Net Assets 2023: $3,988,1742023Assets 2024: $3,935,407Liabilities 2024: $0Net Assets 2024: $3,935,4072024

Latest loaded filing

2024

Assets$3,935,407
Liabilities$0
Net Assets$3,935,407
Open 2024 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $583,183Expenses 2010: $390,166Net Income 2010: $193,0172010Expenses 2011: $405,9792011Revenue 2012: $501,543Expenses 2012: $446,477Net Income 2012: $55,0662012Revenue 2013: $483,052Expenses 2013: $307,729Net Income 2013: $175,3232013Revenue 2014: $540,149Expenses 2014: $442,547Net Income 2014: $97,6022014Revenue 2015: $477,414Expenses 2015: $417,659Net Income 2015: $59,7552015Revenue 2016: $370,358Expenses 2016: $416,300Net Income 2016: -$45,9422016Revenue 2017: $256,635Expenses 2017: $423,759Net Income 2017: -$167,1242017Revenue 2018: $391,280Expenses 2018: $461,344Net Income 2018: -$70,0642018Revenue 2019: $221,534Expenses 2019: $486,980Net Income 2019: -$265,4462019Revenue 2020: $105,507Expenses 2020: $333,115Net Income 2020: -$227,6082020Revenue 2021: $243,925Expenses 2021: $193,326Net Income 2021: $50,5992021Revenue 2022: $41,981Expenses 2022: $194,433Net Income 2022: -$152,4522022Revenue 2023: $121,173Expenses 2023: $200,874Net Income 2023: -$79,7012023Revenue 2024: $176,797Expenses 2024: $197,301Net Income 2024: -$20,5042024

Latest loaded filing

2024

Revenue$176,797
Expenses$197,301
Net Income-$20,504
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2021
Return Version
2021v4.2
Filing and Contact Details

Filer

Filer Name
Leo V Berger Fund
EIN
51-0196887
Phone
6463196404
Address
CO 3310 MARY STREET NO 501, MIAMI, FL 33133

Signing Officer

Name
Harvey Schwartz Esq
Title
President
Phone
6163196404
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Kaufman Rossin & Copa
Address
3310 MARY STREET SUITE 501, MIAMI, FL 33133
Preparer
Janet Fifer
Phone
3058585600
Raw XML Appendix90 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
IRS990T/AvlblPre2018NOLCarryoverAmt043845
IRS990T/BooksInCareOfDetail/PersonNm0KAUFMAN ROSSIN CO PA
IRS990T/BooksInCareOfDetail/PhoneNum03058585600
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt03310 MARY STREET SUITE 501
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd033133
IRS990T/BookValueAssetsEOYAmt04174100
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0560
IRS990T/OverpaymentSection/OverpaymentAmt0560
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt016132
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0531390
IRS990T/PriorYearOverpaymentCreditAmt0560
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0531390
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS INCOME FROM SCHEDULE K-1: APOLLO GLO
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0560
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY SCHWARTZ ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06163196404
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEO V BERGER FUND
ReturnHeader/Filer/BusinessNameControlTxt0LEOV
ReturnHeader/Filer/EIN0510196887
ReturnHeader/Filer/PhoneNum06463196404
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO 3310 MARY STREET NO 501
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033133
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591818353
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAUFMAN ROSSIN & COPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03310 MARY STREET SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033133
ReturnHeader/PreparerPersonGrp/PhoneNum03058585600
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET FIFER
ReturnHeader/ReturnTs02022-05-18T15:42:31-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HARVEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWARTZ ESQ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
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Revenue
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Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.18$0.20$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.12$0.20$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.04$0.19$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.24$0.19$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.11$0.33$0.23
2019Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.22$0.49$0.27
2018Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$0.39$0.46$0.07
2017Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$0.26$0.42$0.17
2016Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.37$0.42$0.05
2015Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.48$0.42$0.06
2014Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$0.54$0.44$0.10
2013Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.48$0.31$0.18
2012Summary only. Only limited summary data is available for this year.$8.35$0.00$0.50$0.45$0.06
2011Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.41
2010Summary only. Only limited summary data is available for this year.$8.21$0.00$0.58$0.39$0.19