Civic Intelligence

Daniel H & Barbara L Berry Foundation

990PF • Fiscal year 2013 • EIN 68-0344504

Jan 01, 2013 to Dec 31, 2013 • Filed on Jan 16, 2015

1340 Treat Blvd No 525Pleasant Hill, CA 94597

(925) 954-0100

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

100th percentile

38291%

Higher net margin than 100% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

15th percentile

-25%

Faster asset growth than 15% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Assets

Down

$154,418

Down $52,842 (-25%) from 2012

Net Assets

$154,418

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

-$138

Up $6,803 (+98%) from 2012

Expenses

Down

$52,704

Down $1,969 (-3.6%) from 2012

Net Income

Up

-$52,842

Up $8,772 (+14%) from 2012

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $288,494Liabilities 2010: $02010Assets 2011: $281,753Liabilities 2011: $02011Assets 2012: $207,260Liabilities 2012: $02012Assets 2013: $154,418Liabilities 2013: $0Net Assets 2013: $154,4182013Assets 2014: $97,361Liabilities 2014: $0Net Assets 2014: $97,3612014Assets 2015: $84,917Liabilities 2015: $0Net Assets 2015: $84,9172015Assets 2016: $82,074Liabilities 2016: $0Net Assets 2016: $82,0742016Assets 2017: $108,968Liabilities 2017: $0Net Assets 2017: $108,9682017

Highlighted filing

2013

Assets$154,418
Liabilities$0
Net Assets$154,418

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2010: $20,069Expenses 2010: $25,677Net Income 2010: -$5,6082010Revenue 2011: $9,440Expenses 2011: $16,181Net Income 2011: -$6,7412011Revenue 2012: -$6,941Expenses 2012: $54,673Net Income 2012: -$61,6142012Revenue 2013: -$138Expenses 2013: $52,704Net Income 2013: -$52,8422013Revenue 2014: -$20,121Expenses 2014: $36,936Net Income 2014: -$57,0572014Revenue 2015: -$2,037Expenses 2015: $10,407Net Income 2015: -$12,4442015Revenue 2016: $1,176Expenses 2016: $4,019Net Income 2016: -$2,8432016Revenue 2017: $28,702Expenses 2017: $1,808Net Income 2017: $26,8942017

Highlighted filing

2013

Revenue-$138
Expenses$52,704
Net Income-$52,842
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jan 16, 2015
Return Version
2013v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA L BERRYPresident-$0--
DANIEL H BERRYSec/Treas-$0--
Filing and Contact Details

Filer

EIN
68-0344504
Phone
9259540100

Signing Officer

Name
Barbara Berry
Title
President
Phone
9259540100
Signed
2015-01-16
Discuss with paid preparer
Yes

Preparer

Preparer
Ward Pynn
Phone
9259540100
Raw XML Appendix359 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt130927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt275891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt279000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1HECKMANN CORP/NUVERRA ENVIRONMENTAL SOLUTIONS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt212360
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt052091
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt052704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01839
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-138
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01091
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0570
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01704
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0154418
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07027
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PMB HELIN DONOVAN LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07027
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt098698
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt045064
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09872
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03180
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt045064
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0156376
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111312
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt056
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt056
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt143
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/CategoryTxt0BANK FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0150
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09259540100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10DANIEL & BARBARA BERRY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O PMB HELIN DONOVAN LLP
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0680344504
ReturnHeader/Filer/PhoneNum09259540100
ReturnHeader/Filer/USAddress/AddressLine101340 TREAT BLVD NO 525
ReturnHeader/Filer/USAddress/City0WALNUT CREEK
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094597
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743001153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PMB HELIN DONOVAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101340 TREAT BLVD STE 525
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094597
ReturnHeader/PreparerPersonGrp/PhoneNum09259540100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD PYNN
ReturnHeader/ReturnTs02015-02-02T16:58:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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