Civic Intelligence

Kass and Berger Family Foundation

990PF • Fiscal year 2017 • EIN 52-6043285

Oct 01, 2016 to Sep 30, 2017 • Filed on Dec 15, 2017

Organization Profile
4200 Massachusetts Ave NWWashington, DC 20016

(202) 237-9197

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

59th percentile

7.1%

Higher net margin than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

49th percentile

0.8%

Faster asset growth than 49% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

33rd percentile

-9.4%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$367,565

Up $5,985 (+1.7%) from 2015

Net Assets

$367,565

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin59th percentile

Revenue

Down

$4,945

Down $1,074 (-18%) from 2015

Expenses

Up

$4,592

Up $2,840 (+162%) from 2015

Net Income

Down

$353

Down $3,914 (-92%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$800K$600K$400K$200K$0Assets 2012: $719,391Liabilities 2012: $02012Assets 2013: $353,715Liabilities 2013: $02013Assets 2014: $357,313Liabilities 2014: $02014Assets 2015: $361,580Liabilities 2015: $02015Assets 2017: $367,565Liabilities 2017: $0Net Assets 2017: $367,5652017Assets 2020: $391,706Liabilities 2020: $0Net Assets 2020: $391,7062020Assets 2021: $402,960Liabilities 2021: $0Net Assets 2021: $402,9602021Assets 2022: $378,019Liabilities 2022: $0Net Assets 2022: $378,0192022Assets 2023: $356,427Liabilities 2023: $0Net Assets 2023: $356,4272023Assets 2024: $362,263Liabilities 2024: $0Net Assets 2024: $362,2632024

Highlighted filing

2017

Assets$367,565
Liabilities$0
Net Assets$367,565
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

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

$400K$200K$0-$200K-$400KRevenue 2012: $9,400Expenses 2012: $40,628Net Income 2012: -$31,2282012Revenue 2013: $5,506Expenses 2013: $371,182Net Income 2013: -$365,6762013Revenue 2014: $6,201Expenses 2014: $2,603Net Income 2014: $3,5982014Revenue 2015: $6,019Expenses 2015: $1,752Net Income 2015: $4,2672015Revenue 2017: $4,945Expenses 2017: $4,592Net Income 2017: $3532017Revenue 2020: $31,736Expenses 2020: $30,093Net Income 2020: $1,6432020Revenue 2021: $42,023Expenses 2021: $30,769Net Income 2021: $11,2542021Revenue 2022: $6,149Expenses 2022: $30,982Net Income 2022: -$24,8332022Revenue 2023: $8,999Expenses 2023: $30,591Net Income 2023: -$21,5922023Revenue 2024: $11,435Expenses 2024: $5,599Net Income 2024: $5,8362024

Highlighted filing

2017

Revenue$4,945
Expenses$4,592
Net Income$353
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Dec 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE B MASONPresident-$0--
Filing and Contact Details

Filer

Filer Name
Kass and Berger Family Foundation
EIN
52-6043285
Phone
2022379197
Address
4200 MASSACHUSETTS AVE NW, WASHINGTON, DC 20016

Signing Officer

Name
Catherine B Mason
Title
President
Signed
2017-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Kozak Pollekoff & Goldman PC
Address
1950 Old Gallows Road Suite 440, Vienna, VA 22182
Preparer
Carl Sergi
Phone
7035069700
Raw XML Appendix217 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt091578
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02676
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08785
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0175700
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0178376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CATHERINE MASON
IRS990PF/StatementsRegardingActyGrp/PhoneNum02022379197
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0262494
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08785
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0253709
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0253709
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0253709
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0262494
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02031
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02031
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE B MASON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KASS AND BERGER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO CATHERINE MASON
ReturnHeader/Filer/BusinessNameControlTxt0KASS
ReturnHeader/Filer/EIN0526043285
ReturnHeader/Filer/PhoneNum02022379197
ReturnHeader/Filer/USAddress/AddressLine1Txt04200 MASSACHUSETTS AVE NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kozak Pollekoff & Goldman PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01950 Old Gallows Road Suite 440
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vienna
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022182
ReturnHeader/PreparerPersonGrp/PhoneNum07035069700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL SERGI
ReturnHeader/ReturnTs02017-12-15T09:03:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$367,565
Liabilities
$0
Net assets
$367,565
Revenue
$4,945
Expenses
$4,592
Net income
$353
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.11$0.06$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.09$0.31$0.22
2022Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.06$0.31$0.25
2021Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.42$0.31$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.32$0.30$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.05$0.05$0.00
2015Summary only. Only limited summary data is available for this year.$3.62$0.00$0.06$0.02$0.04
2014Summary only. Only limited summary data is available for this year.$3.57$0.00$0.06$0.03$0.04
2013Summary only. Only limited summary data is available for this year.$3.54$0.00$0.06$3.71$3.66
2012Summary only. Only limited summary data is available for this year.$7.19$0.00$0.09$0.41$0.31