Civic Intelligence

The Morris & Adele Bergreen Foundation

990PF • Fiscal year 2011 • EIN 51-0475489

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 26, 2012

Organization Profile
31 W 52nd Street No 21 Flr10019
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

28th percentile

-12%

Faster asset growth than 28% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$338,186

Down $44,181 (-12%) from 2010

Net Assets

Down

$338,186

Down $44,181 (-12%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$54,358

Up $245 (+0.5%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2011

Assets$338,186
Liabilities$0
Net Assets$338,186
Open 2011 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

2011

Revenue-
Expenses$54,358
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 26, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADELE G BERGREENDirector-$0--
LAURENCE R BERGREENDirector-$0--
MARTIN BLACKMANDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSKIRBALL CULTURAL CENTERTO FURTHER ORGANIZATION'S EXEMPT PURPOSE501(C)(3)LOS ANGELES, CA, US$50,000
Filing and Contact Details

Filer

EIN
51-0475489
Raw XML Appendix394 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ADELE G BERGREEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LAURENCE R BERGREEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MARTIN BLACKMAN
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IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0ADELE G BERGREEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount050000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO FURTHER ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SKIRBALL CULTURAL CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102701 NORTH SEPULVEDA BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode090049
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear050000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear020650
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted020650
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1031888
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2033661
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3029041
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4022801
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5022001
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5022001
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0150112
IRS990PF/UndistributedIncome/ExcessFromCurrentYear032721
IRS990PF/UndistributedIncome/ExcessFromYear1031888
IRS990PF/UndistributedIncome/ExcessFromYear2033661
IRS990PF/UndistributedIncome/ExcessFromYear3029041
IRS990PF/UndistributedIncome/ExcessFromYear4022801
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions053371
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus032721
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0172113
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0139392
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0DELAWARE FILING FEES
OtherExpensesSchedule/OtherExpenses/Description1NYS DEPARTMENT OF LAW
OtherExpensesSchedule/OtherExpenses/Description2MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps050
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1100
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps2125
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1100
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2125
OtherIncreasesSchedule/OtherIncreases/Amount0480
OtherIncreasesSchedule/OtherIncreases/Description0PRIOR YEAR ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0284
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0CTC - DELAWARE REPRESENTATION
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps0284
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
TaxesSchedule/Taxes/Amount049
TaxesSchedule/Taxes/Category0FOREIGN TAXES - DIVIDEND
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome049
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0510475489
ReturnHeader/Filer/Name/BusinessNameLine10THE MORRIS & ADELE BERGREEN FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine20C/O M GOLDSTEIN
ReturnHeader/Filer/NameControl0MORR
ReturnHeader/Filer/Phone02128328500
ReturnHeader/Filer/USAddress/AddressLine1031 W 52ND STREET NO 21 FLR
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010019
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-04-26
ReturnHeader/Officer/Name0ADELE BERGREEN
ReturnHeader/Officer/Phone02128328500
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/PreparerFirm/EIN0221478099
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JH COHN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101212 6TH AVENUE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010036
ReturnHeader/Preparer/Name0RICHARD COHEN
ReturnHeader/Preparer/Phone02122970400
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-03T07:28:48-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$338,186
Liabilities
$0
Net assets
$338,186
Revenue
-
Expenses
$54,358
Net income
-
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