Civic Intelligence

The Berkley Green Fund

990PF • Fiscal year 2016 • EIN 65-6196930

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 03, 2017

49 Kiawah Island Club DriveKiawah Island, SC 29455

(203) 938-2846

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

82nd percentile

33%

Faster asset growth than 82% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-36%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$9,630

Up $2,380 (+33%) from 2015

Net Assets

Up

$9,630

Up $2,380 (+33%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$4,500

Down $2,500 (-36%) from 2015

Expenses

Up

$2,120

Up $1,070 (+102%) from 2015

Net Income

Down

$2,380

Down $3,570 (-60%) from 2015

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $3,813Liabilities 2011: $12011Assets 2012: $3,648Liabilities 2012: $0Net Assets 2012: $3,6482012Assets 2013: $3,550Liabilities 2013: $0Net Assets 2013: $3,5502013Assets 2014: $1,300Liabilities 2014: $0Net Assets 2014: $1,3002014Assets 2015: $7,250Liabilities 2015: $0Net Assets 2015: $7,2502015Assets 2016: $9,630Liabilities 2016: $0Net Assets 2016: $9,6302016Assets 2017: $12,280Liabilities 2017: $0Net Assets 2017: $12,2802017Assets 2018: $11,074Liabilities 2018: $0Net Assets 2018: $11,0742018Assets 2019: $7,080Liabilities 2019: $0Net Assets 2019: $7,0802019Assets 2020: $14,081Liabilities 2020: $0Net Assets 2020: $14,0812020Assets 2021: $18,398Liabilities 2021: $0Net Assets 2021: $18,3982021Assets 2022: $25,898Liabilities 2022: $0Net Assets 2022: $25,8982022Assets 2023: $14,638Liabilities 2023: $0Net Assets 2023: $14,6382023Assets 2024: $14,638Liabilities 2024: $0Net Assets 2024: $14,6382024

Highlighted filing

2016

Assets$9,630
Liabilities$0
Net Assets$9,630

Operations Trend

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

$20K$10K$0-$10KRevenue 2011: $2,264Expenses 2011: $3,138Net Income 2011: -$8742011Expenses 2012: $3,9152012Revenue 2013: $4,502Expenses 2013: $4,600Net Income 2013: -$982013Revenue 2014: $0Expenses 2014: $2,250Net Income 2014: -$2,2502014Revenue 2015: $7,000Expenses 2015: $1,050Net Income 2015: $5,9502015Revenue 2016: $4,500Expenses 2016: $2,120Net Income 2016: $2,3802016Revenue 2017: $5,500Expenses 2017: $2,850Net Income 2017: $2,6502017Revenue 2018: $2,319Expenses 2018: $3,525Net Income 2018: -$1,2062018Revenue 2019: $5,001Expenses 2019: $8,995Net Income 2019: -$3,9942019Revenue 2020: $7,501Expenses 2020: $500Net Income 2020: $7,0012020Revenue 2021: $7,500Expenses 2021: $3,183Net Income 2021: $4,3172021Revenue 2022: $7,500Expenses 2022: $0Net Income 2022: $7,5002022Revenue 2023: $10,000Expenses 2023: $15,750Net Income 2023: -$5,7502023Revenue 2024: $10,000Expenses 2024: $10,000Net Income 2024: $02024

Highlighted filing

2016

Revenue$4,500
Expenses$2,120
Net Income$2,380
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 3, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRY BERKLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Berkley Green Fund
EIN
65-6196930
Phone
2039382846
Address
49 KIAWAH ISLAND CLUB DRIVE, KIAWAH ISLAND, SC 29455

Signing Officer

Name
Sherry Berkley
Title
President
Phone
2039382846
Signed
2017-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Smith Lewis Chess & Company Llp
Address
670 CHERRY TREE LANE, UNIONTOWN, PA 15401
Preparer
Kenneth N Riddell
Phone
7244387088
Raw XML Appendix259 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SHERRY BERKLEY
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE ORGANIZATIONS RECEIVING GRANTS MUST IN SOME WAY BENEFIT PEDIATRIC CHILD CARE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE HEALTH AND HUMAN SERVICES, SERVING PEOPLE WITH DEVELOPMENTAL AND NEUROLOGICAL DISABILITIES.
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY BERKLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02039382846
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERKLEY GREEN FUND
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0656196930
ReturnHeader/Filer/PhoneNum02039382846
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ReturnHeader/Filer/USAddress/CityNm0KIAWAH ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029455
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AC8F160A4406B6A31D707CC618E4FA16BB83F81E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AC8F160A4406B6A31D707CC618E4FA16BB83F81E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.97.225.195
ReturnHeader/FilingSecurityInformation/IPDt02017-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:49:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251585317
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH LEWIS CHESS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0670 CHERRY TREE LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UNIONTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015401
ReturnHeader/PreparerPersonGrp/PhoneNum07244387088
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH N RIDDELL
ReturnHeader/ReturnTs02017-11-13T12:54:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$10.0$10.0$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$10.0$15.8$5.75
2022Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$7.50$0.00$7.50
2021Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$7.50$3.18$4.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$7.50$0.50$7.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.08$0.00$7.08$5.00$9.00$3.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.00$11.1$2.32$3.53$1.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.00$12.3$5.50$2.85$2.65
2016Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$4.50$2.12$2.38
2015Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$7.00$1.05$5.95
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.00$2.25$2.25
2013Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$4.50$4.60$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$3.92
2011Summary only. Only limited summary data is available for this year.$3.81$0.00$2.26$3.14$0.87