Civic Intelligence

Daniel H & Barbara L Berry Foundation

990PF • Fiscal year 2017 • EIN 68-0344504

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization Profile
3478 Buskirk Ave No 308Pleasant Hill, CA 94523

(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

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

98th percentile

94%

Higher net margin than 98% 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

82nd percentile

33%

Faster asset growth than 82% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

2341%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$108,968

Up $26,894 (+33%) from 2016

Net Assets

Up

$108,968

Up $26,894 (+33%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$28,702

Up $27,526 (+2341%) from 2016

Expenses

Down

$1,808

Down $2,211 (-55%) from 2016

Net Income

Up

$26,894

Up $29,737 (+1046%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

2017

Assets$108,968
Liabilities$0
Net Assets$108,968
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

2017

Revenue$28,702
Expenses$1,808
Net Income$26,894
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
Daniel & Barbara Berry Foundation
EIN
68-0344504
Phone
9259540100
Address
3478 BUSKIRK AVE NO 308, PLEASANT HILL, CA 94523

Signing Officer

Name
Barbara Berry
Title
President
Phone
9259540100
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Rgp Llp
Address
3478 BUSKIRK AVE STE 308, PLEASANT HILL, CA 94523
Preparer
Ward S Pynn
Phone
9259540100
Raw XML Appendix323 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt233514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt226750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ISHARES SILVER TRUST 800 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1GENERAL ELECTRIC
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01210
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0113285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037974
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03204
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt034770
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0188596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0113285
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0724
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045064
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01210
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0226570
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CUSTODIAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt248
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09259540100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL & BARBARA BERRY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RGP LLP
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0680344504
ReturnHeader/Filer/PhoneNum09259540100
ReturnHeader/Filer/USAddress/AddressLine1Txt03478 BUSKIRK AVE NO 308
ReturnHeader/Filer/USAddress/CityNm0PLEASANT HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094523
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E6DCF464C42D1D0994F4B8A445C1A778899F80F9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E6DCF464C42D1D0994F4B8A445C1A778899F80F9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:02:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810742089
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RGP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03478 BUSKIRK AVE STE 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523
ReturnHeader/PreparerPersonGrp/PhoneNum09259540100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD S PYNN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T10:25:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$108,968
Liabilities
$0
Net assets
$108,968
Revenue
$28,702
Expenses
$1,808
Net income
$26,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.29$0.02$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.01$0.04$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.02$0.10$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.20$0.37$0.57
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.00$0.53$0.53
2012Summary only. Only limited summary data is available for this year.$2.07$0.00$0.07$0.55$0.62
2011Summary only. Only limited summary data is available for this year.$2.82$0.00$0.09$0.16$0.07
2010Summary only. Only limited summary data is available for this year.$2.88$0.00$0.20$0.26$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • <$500k nonprofits