Civic Intelligence

David and Joan Berenson Foundation

990PF • Fiscal year 2020 • EIN 54-6479299

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
879 Middle River RoadStaunton, VA 24401

(540) 885-8308

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

Score unavailable

No value available

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

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Flat

$1,400

Flat from 2019

Net Assets

$1,400

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1,000 (-100%) from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $6 (-100%) from 2019

Expenses

Down

$0

Down $249 (-100%) from 2019

Net Income

Up

$0

Up $243 (+100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$6.0K$4.0K$2.0K$0Assets 2011: $5,082Liabilities 2011: $02011Assets 2012: $2,083Liabilities 2012: $02012Assets 2013: $1,481Liabilities 2013: $02013Assets 2014: $4,554Liabilities 2014: $02014Assets 2015: $3,697Liabilities 2015: $02015Assets 2019: $1,400Liabilities 2019: $1,0002019Assets 2020: $1,400Liabilities 2020: $0Net Assets 2020: $1,4002020Assets 2021: $1,400Liabilities 2021: $0Net Assets 2021: $1,4002021Assets 2022: $1,400Liabilities 2022: $0Net Assets 2022: $1,4002022Assets 2023: $1,400Liabilities 2023: $0Net Assets 2023: $1,4002023Assets 2024: $1,400Liabilities 2024: $0Net Assets 2024: $1,4002024

Highlighted filing

2020

Assets$1,400
Liabilities$0
Net Assets$1,400
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2011: $2Expenses 2011: $2,285Net Income 2011: -$2,2832011Revenue 2012: $1Expenses 2012: $3,039Net Income 2012: -$3,0382012Revenue 2013: $1Expenses 2013: $603Net Income 2013: -$6022013Revenue 2014: $4,173Expenses 2014: $1,176Net Income 2014: $2,9972014Revenue 2015: $2Expenses 2015: $935Net Income 2015: -$9332015Revenue 2019: $6Expenses 2019: $249Net Income 2019: -$2432019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $1,030Expenses 2024: $1,030Net Income 2024: $02024

Highlighted filing

2020

Revenue$0
Expenses$0
Net Income$0
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN BERENSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David and Joan Berenson Foundation
EIN
54-6479299
Phone
5408858308
Address
879 MIDDLE RIVER ROAD, STAUNTON, VA 24401

Signing Officer

Name
Joan Berenson
Title
Trustee
Phone
5408858308
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
6002 ROGERDALE RD SUITE 300, HOUSTON, TX 77072
Preparer
James B Hruzek
Phone
2812235500
Raw XML Appendix226 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/AverageHrsPerWkDevotedToPosRt00.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOAN BERENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/EIN0546479299
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06002 ROGERDALE RD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077072
ReturnHeader/PreparerPersonGrp/PhoneNum02812235500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES B HRUZEK
ReturnHeader/ReturnTs02021-11-15T16:57:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERENSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,400
Liabilities
$0
Net assets
$1,400
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,400$0$1,400$1,030$1,030$0
2023Detailed filing. Detailed filing data is available for this year.$1,400$0$1,400$0$0$0
2022Detailed filing. Detailed filing data is available for this year.$1,400$0$1,400$0$0$0
2021Detailed filing. Detailed filing data is available for this year.$1,400$0$1,400$0$0$0
2020Detailed filing. Detailed filing data is available for this year.$1,400$0$1,400$0$0$0
2019Summary only. Only limited summary data is available for this year.$1,400$1,000$6$249$243
2015Summary only. Only limited summary data is available for this year.$3,697$0$2$935$933
2014Summary only. Only limited summary data is available for this year.$4,554$0$4,173$1,176$2,997
2013Summary only. Only limited summary data is available for this year.$1,481$0$1$603$602
2012Summary only. Only limited summary data is available for this year.$2,083$0$1$3,039$3,038
2011Summary only. Only limited summary data is available for this year.$5,082$0$2$2,285$2,283