Civic Intelligence

The Thomas Berry Foundation

990PF • Fiscal year 2020 • EIN 52-2149696

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 09, 2021

29 Spoke DriveWoodbridge, CT 06525

(203) 393-9442

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

86th percentile

45%

Higher net margin than 86% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

82%

Faster asset growth than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

167%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$438,161

Up $197,810 (+82%) from 2019

Net Assets

Up

$438,161

Up $197,852 (+82%) from 2019

Liabilities

Down

$0

Down $42 (-100%) from 2019

Revenue

Up

$441,189

Up $275,863 (+167%) from 2019

Expenses

Down

$243,337

Down $45,741 (-16%) from 2019

Net Income

Up

$197,852

Up $321,604 (+260%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $15,888Liabilities 2011: $0Net Assets 2011: $15,8882011Assets 2012: $234,265Liabilities 2012: $0Net Assets 2012: $234,2652012Assets 2013: $205,830Liabilities 2013: $0Net Assets 2013: $205,8302013Assets 2014: $142,657Liabilities 2014: $0Net Assets 2014: $142,6572014Assets 2015: $179,270Liabilities 2015: $0Net Assets 2015: $179,2702015Assets 2016: $508,508Liabilities 2016: $0Net Assets 2016: $508,5082016Assets 2017: $377,326Liabilities 2017: $12,496Net Assets 2017: $364,8302017Assets 2018: $366,349Liabilities 2018: $2,288Net Assets 2018: $364,0612018Assets 2019: $240,351Liabilities 2019: $42Net Assets 2019: $240,3092019Assets 2020: $438,161Liabilities 2020: $0Net Assets 2020: $438,1612020Assets 2021: $534,247Liabilities 2021: $8,498Net Assets 2021: $525,7492021Assets 2022: $463,929Liabilities 2022: $0Net Assets 2022: $463,9292022Assets 2023: $1,051,026Liabilities 2023: $300Net Assets 2023: $1,050,7262023Assets 2024: $760,334Liabilities 2024: $4,541Net Assets 2024: $755,7932024

Highlighted filing

2020

Assets$438,161
Liabilities$0
Net Assets$438,161

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $708,4532011Expenses 2012: $215,9852012Revenue 2013: $189,533Expenses 2013: $217,968Net Income 2013: -$28,4352013Revenue 2014: $137,959Expenses 2014: $201,132Net Income 2014: -$63,1732014Revenue 2015: $223,332Expenses 2015: $186,719Net Income 2015: $36,6132015Revenue 2016: $539,601Expenses 2016: $210,363Net Income 2016: $329,2382016Revenue 2017: $63,049Expenses 2017: $206,727Net Income 2017: -$143,6782017Revenue 2018: $215,214Expenses 2018: $215,983Net Income 2018: -$7692018Revenue 2019: $165,326Expenses 2019: $289,078Net Income 2019: -$123,7522019Revenue 2020: $441,189Expenses 2020: $243,337Net Income 2020: $197,8522020Revenue 2021: $314,590Expenses 2021: $227,002Net Income 2021: $87,5882021Revenue 2022: $148,391Expenses 2022: $210,211Net Income 2022: -$61,8202022Revenue 2023: $852,472Expenses 2023: $265,675Net Income 2023: $586,7972023Revenue 2024: $261,347Expenses 2024: $556,280Net Income 2024: -$294,9332024

Highlighted filing

2020

Revenue$441,189
Expenses$243,337
Net Income$197,852
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 9, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY EVELYN TUCKERManaging TrusteeFT$0--
JOHN GRIMPHDManaging TrusteeFT$0--
ANN BERRY SOMERSOversight Trustee-$0--
AMARILYS CORTIJOOversight Trustee-$0--
MARTIN S KAPLANOversight Trustee-$0--
BRIAN BROWNOversight Trustee-$0--
KATHLEEN DEIGNANOversight Trustee-$0--
THERESA KELLEHEROversight Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Thomas Berry Foundation
EIN
52-2149696
Phone
2033939442
Address
29 SPOKE DRIVE, WOODBRIDGE, CT 06525

Signing Officer

Name
John Grim Phd
Title
Managing Trustees
Phone
2033939442
Signed
2021-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Teplitzky & Company Pc
Address
ONE BRADLEY ROAD BUILDING 600, WOODBRIDGE, CT 06525
Preparer
Jeffrey a Teplitzky
Phone
2033870852
Raw XML AppendixShowing 400 of 426 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/PersonNm0MARY EVELYN TUCKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN GRIMPHD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7THERESA KELLEHER
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.THOMASBERRY.ORG
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2KALLIOPEA FOUNDATION
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1645 FIFTH AVENUE
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt24767
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3INSURANCE
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt30
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0C/O SILVER BRIDGE ADVISORS 99 HIGH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt0STREET 10TH FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BOSTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd002110
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt05679
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN GRIM PHD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEES

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.26$0.56$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.85$0.27$0.59
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.15$0.21$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.53$0.31$0.23$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.44$0.24$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.17$0.29$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.36$0.22$0.22$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.36$0.06$0.21$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.54$0.21$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.22$0.19$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.14$0.20$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.19$0.22$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.22
2011Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.71