Civic Intelligence

Berger-Marks Foundation

EIN 52-2044121 • Washington, DC

4301 Connecticut Ave NW No 140Washington, DC 20008
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

$1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

$1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-224%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

26th percentile

-3.3%

Faster asset growth than 26% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$1,709,593

Down $58,099 (-3.3%) from 2015

Liabilities

Up

$1,085

Up $1,085 from 2015

Net Assets

$1,708,508

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue42nd percentileNet Margin3rd percentile

Revenue

Down

$101,769

Down $71,266 (-41%) from 2015

Expenses

Down

$329,504

Down $80,744 (-20%) from 2015

Net Income

Up

-$227,735

Up $9,478 (+4.0%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,269,749Liabilities 2011: $02011Assets 2012: $3,388,236Liabilities 2012: $2,2332012Assets 2013: $3,000,708Liabilities 2013: $3,3662013Assets 2014: $1,983,146Liabilities 2014: $02014Assets 2015: $1,767,692Liabilities 2015: $02015Assets 2016: $1,709,593Liabilities 2016: $1,085Net Assets 2016: $1,708,5082016

Highlighted filing

2016

Assets$1,709,593
Liabilities$1,085
Net Assets$1,708,508
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $775,237Expenses 2011: $347,392Net Income 2011: $427,8452011Revenue 2012: $402,525Expenses 2012: $430,016Net Income 2012: -$27,4912012Revenue 2013: $270,239Expenses 2013: $602,541Net Income 2013: -$332,3022013Revenue 2014: $248,330Expenses 2014: $814,962Net Income 2014: -$566,6322014Revenue 2015: $173,035Expenses 2015: $410,248Net Income 2015: -$237,2132015Revenue 2016: $101,769Expenses 2016: $329,504Net Income 2016: -$227,7352016

Highlighted filing

2016

Revenue$101,769
Expenses$329,504
Net Income-$227,735
Open 2016 Filing

Filings

Most recent year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,709,593
Liabilities
$1,085
Net assets
$1,708,508
Revenue
$101,769
Expenses
$329,504
Net income
-$227,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.10$0.33$0.23
2015Summary only. Only limited summary data is available for this year.$1.77$0.00$0.17$0.41$0.24
2014Summary only. Only limited summary data is available for this year.$1.98$0.00$0.25$0.81$0.57
2013Summary only. Only limited summary data is available for this year.$3.00$0.00$0.27$0.60$0.33
2012Summary only. Only limited summary data is available for this year.$3.39$0.00$0.40$0.43$0.03
2011Summary only. Only limited summary data is available for this year.$3.27$0.00$0.78$0.35$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 22, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA K FOLEYPresident-$0--
CAROLYN JACOBSONSecretary/Treasurer-$0--
LOUISE WALSHChair-$0--
GLADYS CISNEROSTrustee-$0--
ANNA FINKTrustee-$0--
YVETTE HERRERATrustee-$0--
KITTY PEDDICORDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Berger-marks Foundation
EIN
52-2044121
Phone
2022430133
Address
4301 CONNECTICUT AVE NW NO 140, WASHINGTON, DC 20008

Signing Officer

Name
Carolyn Jacobson
Title
Secretary/treasurer
Phone
2022430133
Signed
2017-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Raffa Pc
Address
1445 RESEARCH BOULEVARD, ROCKVILLE, MD 20850
Preparer
Frank H Smith
Phone
3017703750
Raw XML AppendixShowing 400 of 592 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/OfficerDirTrstKeyEmplGrp/PersonNm0LINDA K FOLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLYN JACOBSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LOUISE WALSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GLADYS CISNEROS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44301 CONNECTICUT AVE NW 140
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WASHINGTON
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0353768
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0256646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.165933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.167655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.293094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.172122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.116665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.080130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01758493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02110095
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0317414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.829666
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0316615
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0317414
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0799
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0317414
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04301 CONNECTICUT AVE NW 140
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LINDA EWALD
IRS990PF/StatementsRegardingActyGrp/PhoneNum02022430133
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.BERGERMARKS.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION SHOULD BE IN WRITING.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CAROLYN JACOBSON- SECRETARYTREASURE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02022430133
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04301 CONNECTICUT AVE NW 140
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd020008
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED COPIES OF 2 APPLICATIONS FOR ELIGIBILITY QUALIFICATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt114800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt328535
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53840
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt812250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt915000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt118500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT WOMEN'S NETWORKING BREAKFAST IN FEBRUARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT KALMANOVITZ INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT A LATINA ORGANIZER FOR THE STAND WITH WOMEN CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT PILOT CONVENINGS AND PLANNING COMM. MEETINGS FOR THE CENTER FOR INNOVATION. TO PROVIDE WOMEN AT OR UNDER AGE 35 TO ATTEND OR TEACH AT THE NE REGIONAL SUMMER SCHOOL FOR UNION WOMEN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROVIDE SCHOLARSHIPS FOR WOMEN AT OR UNDER AGE 35 TO ATTEND OR TEACH AT THE WESTERN SUMMER INST. FOR UNION WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT SIX MIGRANT WOMEN LEADERS FROM ACROSS MEXICO TO ATTEND THE ANNUAL MEETING OF THE MIGRANT WORKERS DEFENSE COMM. IN MEXICO CITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO SUPPORT REGIONAL ORGANIZER PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO PROVIDE SCHOLARSHIPS FOR WOMEN AT OR UNDER AGE 35 TO ATTEND OR TEACH AT THE MIDWEST SCHOOL FOR WOMEN WORKERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO SUPPORT THE WOMEN IN ACTION COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO SUPPORT THE BUILDING RELATIONSHIPS/BUILDING UNIONS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10TO SUPPORT THE TRABAJADORAS CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TO SUPPORT THE IMMIGRANT WORKERS CENTER INTERNATIONAL WOMEN'S COMM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12ONE TIME DONATION TO THE MURPHY INSTITUTE DIVERSITY IN LABOR SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13ALSC'S ANNUAL RECEPTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JOBS WITH JUSTICE EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GEORGETOWN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CASA DE MARYLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3RUTGERS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4REGENTS OF THE UNIVERSITY OF CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CENTRO DE LOS DERECHOS DEL MIGRANTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UNITED STUDENTS AGAINST SWEARTSHOPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ILLINOIS LABOR HISTORY SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8WORKERS DEFENSE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9MICHIGAN STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10LABOR COUNCIL FOR LATIN AMERICAN ADVANCEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11MASSCOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12CUNY SCHOOL OF PROFESSIONAL STUDIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13AMERICAN LABOR STUDIES CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC

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