Civic Intelligence

The Morris & Adele Bergreen Foundation

990PF • Fiscal year 2013 • EIN 51-0475489

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization Profile
31 W 52nd Street No 21 FlrBoston, MA 10019

(212) 832-8500

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

17th percentile

-23%

Higher net margin than 17% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

38th percentile

-3.3%

Faster asset growth than 38% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$299,724

Down $10,191 (-3.3%) from 2012

Net Assets

Down

$299,724

Down $10,191 (-3.3%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

$44,289

No earlier filing loaded for comparison.

Expenses

Up

$54,480

Up $305 (+0.6%) from 2012

Net Income

-$10,191

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$400K$300K$200K$100K$0Assets 2010: $382,367Liabilities 2010: $0Net Assets 2010: $382,3672010Assets 2011: $338,186Liabilities 2011: $0Net Assets 2011: $338,1862011Assets 2012: $309,915Liabilities 2012: $0Net Assets 2012: $309,9152012Assets 2013: $299,724Liabilities 2013: $1Net Assets 2013: $299,7242013Assets 2014: $263,106Liabilities 2014: $1Net Assets 2014: $263,1062014Assets 2015: $224,472Liabilities 2015: $1Net Assets 2015: $224,4722015Assets 2016: $207,726Liabilities 2016: $0Net Assets 2016: $207,7262016Assets 2017: $150,864Liabilities 2017: $8Net Assets 2017: $150,8562017

Highlighted filing

2013

Assets$299,724
Liabilities$1
Net Assets$299,724
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2010: $54,1132010Expenses 2011: $54,3582011Expenses 2012: $54,1752012Revenue 2013: $44,289Expenses 2013: $54,480Net Income 2013: -$10,1912013Revenue 2014: $17,894Expenses 2014: $54,512Net Income 2014: -$36,6182014Revenue 2015: $21,196Expenses 2015: $59,830Net Income 2015: -$38,6342015Revenue 2016: $66,206Expenses 2016: $82,952Net Income 2016: -$16,7462016Revenue 2017: $3,365Expenses 2017: $60,235Net Income 2017: -$56,8702017

Highlighted filing

2013

Revenue$44,289
Expenses$54,480
Net Income-$10,191
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADELE G BERGREENDirector-$0--
LAURENCE R BERGREENDirector-$0--
MARTIN BLACKMANDirector-$0--
Filing and Contact Details

Filer

EIN
51-0475489
Phone
2128328500

Signing Officer

Name
Adele Bergreen
Title
Director
Phone
2128328500
Signed
2014-05-12
Discuss with paid preparer
Yes

Preparer

Preparer
Richard Cohen
Phone
2122970400
Raw XML Appendix328 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/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURENCE R BERGREEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARTIN BLACKMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ADELE G BERGREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10SKIRBALL CULTURAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine102701 NORTH SEPULVEDA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode090049
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt017601
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt034691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt032721
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0167761
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt034691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt032721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031888
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033661
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052401
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034800
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0196802
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0162002
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0283
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CTC - DELAWARE REPRESENTATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0283
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt087
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt2100
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1NYS FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2DE FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt087
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADELE BERGREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02128328500
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE MORRIS & ADELE BERGREEN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O M GOLDSTEIN
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0510475489
ReturnHeader/Filer/PhoneNum02128328500
ReturnHeader/Filer/USAddress/AddressLine1031 W 52ND STREET NO 21 FLR
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010019
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101212 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010036
ReturnHeader/PreparerPersonGrp/PhoneNum02122970400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD COHEN
ReturnHeader/ReturnTs02014-05-13T17:34:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$299,724
Liabilities
$1
Net assets
$299,724
Revenue
$44,289
Expenses
$54,480
Net income
-$10,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.03$0.60$0.57
2016Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.66$0.83$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.21$0.60$0.39
2014Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.18$0.55$0.37
2013Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.44$0.54$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.54
2011Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.54
2010Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.54