Civic Intelligence

Jack and Florence Berlin Foundation

990PF • Fiscal year 2016 • EIN 72-1551106

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization Profile
1 WrenLittleton, CO 80127

(310) 271-9037

Siviq Scores

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

Liabilities / Assets

68th percentile

0.32x

Higher debt load relative to assets than 68% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

5.15x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

22nd percentile

-13%

Higher net margin than 22% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

51st percentile

1.4%

Faster asset growth than 51% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-6.3%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$5,713,074

Up $77,075 (+1.4%) from 2015

Net Assets

Down

$3,877,126

Down $44,607 (-1.1%) from 2015

Liabilities

Up

$1,835,948

Up $121,682 (+7.1%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin22nd percentile

Revenue

Down

$356,569

Down $24,118 (-6.3%) from 2015

Expenses

Down

$401,176

Down $37,880 (-8.6%) from 2015

Net Income

Up

-$44,607

Up $13,762 (+24%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,271,417Liabilities 2011: $1,262,0292011Assets 2012: $5,438,241Liabilities 2012: $1,382,6462012Assets 2013: $5,494,623Liabilities 2013: $1,498,3182013Assets 2014: $5,596,675Liabilities 2014: $1,616,5732014Assets 2015: $5,635,999Liabilities 2015: $1,714,266Net Assets 2015: $3,921,7332015Assets 2016: $5,713,074Liabilities 2016: $1,835,948Net Assets 2016: $3,877,1262016Assets 2017: $4,091,834Liabilities 2017: $396,373Net Assets 2017: $3,695,4612017Assets 2018: $3,712,253Liabilities 2018: $38,585Net Assets 2018: $3,673,6682018Assets 2019: $3,724,011Liabilities 2019: $92,459Net Assets 2019: $3,631,5522019Assets 2020: $3,981,606Liabilities 2020: $375,021Net Assets 2020: $3,606,5852020Assets 2021: $3,911,970Liabilities 2021: $320,428Net Assets 2021: $3,591,5422021Assets 2022: $3,671,005Liabilities 2022: $232,567Net Assets 2022: $3,438,4382022Assets 2023: $3,666,774Liabilities 2023: $271,406Net Assets 2023: $3,395,3682023Assets 2024: $3,742,422Liabilities 2024: $390,613Net Assets 2024: $3,351,8092024

Highlighted filing

2016

Assets$5,713,074
Liabilities$1,835,948
Net Assets$3,877,126
Open 2016 Filing

Operations Trend

Revenue Growth30th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $414,193Expenses 2011: $416,734Net Income 2011: -$2,5412011Revenue 2012: $436,725Expenses 2012: $390,518Net Income 2012: $46,2072012Revenue 2013: $352,171Expenses 2013: $411,461Net Income 2013: -$59,2902013Revenue 2014: $397,321Expenses 2014: $413,524Net Income 2014: -$16,2032014Revenue 2015: $380,687Expenses 2015: $439,056Net Income 2015: -$58,3692015Revenue 2016: $356,569Expenses 2016: $401,176Net Income 2016: -$44,6072016Revenue 2017: $198,704Expenses 2017: $380,369Net Income 2017: -$181,6652017Revenue 2018: $361,855Expenses 2018: $383,648Net Income 2018: -$21,7932018Revenue 2019: $336,807Expenses 2019: $378,923Net Income 2019: -$42,1162019Revenue 2020: $347,880Expenses 2020: $372,847Net Income 2020: -$24,9672020Revenue 2021: $355,932Expenses 2021: $370,975Net Income 2021: -$15,0432021Revenue 2022: $373,399Expenses 2022: $526,503Net Income 2022: -$153,1042022Revenue 2023: $441,375Expenses 2023: $484,445Net Income 2023: -$43,0702023Revenue 2024: $462,576Expenses 2024: $506,135Net Income 2024: -$43,5592024

Highlighted filing

2016

Revenue$356,569
Expenses$401,176
Net Income-$44,607
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY E BERLINSecretary-$0--
PATRICE BERRYPresidentPT$0--
MARK S BERRYDirector-$0--
JEFFREY H BERLINTreasurerPT$0--
SHELIA BERLINDirector-$0--
MARK ALLENDirector-$0--
MARCI ALLENDirector-$0--
MIMI ALLENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jack and Florence Berlin Foundation
EIN
72-1551106
Phone
3102719037
Address
1 WREN, LITTLETON, CO 80127

Signing Officer

Name
Patrice Berry
Title
President
Phone
9516798456
Signed
2017-11-10

Preparer

Firm
Daniel L Smith CPA
Address
139 S BEVERLY DR STE 315, BEVERLY HILLS, CA 90212-3040
Preparer
Daniel L Smith
Phone
3102719037
Raw XML AppendixShowing 400 of 897 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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DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt203825
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0107959
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt113085
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt24916
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt34757
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt43491
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt53491
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt6733
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt78984
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt84492
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt91548
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt101004
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt113666
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1233683
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13907
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1416636
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt151286
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt166029
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt173100
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt183015
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt191218
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt201304
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2111221
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt221321
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt23814
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2412583
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt25407
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt26649
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt271492
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt286056
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt292194
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt301531
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt315353
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt32783
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt333658
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3432145
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt351888
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt36609
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt372221
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt381279
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt39782
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt401015
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt418406
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt429850
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4326372
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt44339
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4528639
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4618010
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0SHOPPING CENTER (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1SPRINKLER SYSTEM (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2LAND (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3GAS/ELECTRIC UNIT (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4GAS/ELECTRIC UNIT (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5AIR/HEAT UNIT (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6AIR/HEAT UNIT (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7FENCE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8GAS/ELECTRIC UNIT (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9AIR/HEAT UNIT (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10CABINETS/MILLWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11MOLDINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13VCT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14SEALED CONCRETE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15FLOORING - CARPET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16QUARRY TILE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17WALL FINISHES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18RAISED WOOD PANELING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19INTERIOR WALLS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20FIRE EXTINGUISHER & CAB
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21EMERGENCY LIGHTING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22COMMUNICATION/ELEC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23SECURITY / EXT. LIGHTING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24FRP WALL PANELS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25CANOPIES/AWNINGS/GUTTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26OVERHEAD DOORS/DOCK ACC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27CEILING FANS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28MISC. STEEL PRODUCTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29CLIMATE CONTROLLED VESTIBULE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30SURVEILANCE SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31DOCK EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32SITE PREPARATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33TEMPORARY POWER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34SITE DRAINAGE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35PAVING/DRIVEWAYS/MISC FOUND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36EXTERIOR SIGNAGE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37PARKING LOT STRIPING/ BARRIERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38SIDEWALKS / CURBS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39SECURITY LIGHTING POLES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40LOADING DOCK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41WINDSCREENS (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42FLOORING (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43HEATING A/C UNIT (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44IMPROVEMENTS - GROCERY STORE (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45REMODEL VACANT STORE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc46IMPROVEMENTS -RESTROOM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc47BUILDING - TACO BELL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc48LAND - TACO BELL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc49BUILDING - DEL TACO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc50LAND - DEL TACO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0JANUS SHORT TERM BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1DIVIDEND RECEIVABLE - JANUS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0332334
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1439
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0325088
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01132536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt179000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2829960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01053590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt179000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2778749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PIMCO TOTAL RETURN FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MERRILL LYNCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2PIMCO REAL RETURN FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DIVIDENDS RECEIVABLE
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt025535
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt025535
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt0435381
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt02395421
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0LAND, BUILDINGS, AND EQUIPMENT
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt02830802
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt04445000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0474061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0TYLER ROAD LAND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0531240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt036022
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01906

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,713,074
Liabilities
$1,835,948
Net assets
$3,877,126
Revenue
$356,569
Expenses
$401,176
Net income
-$44,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.39$3.35$0.46$0.51$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.67$0.27$3.40$0.44$0.48$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.67$0.23$3.44$0.37$0.53$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.91$0.32$3.59$0.36$0.37$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.98$0.38$3.61$0.35$0.37$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.72$0.09$3.63$0.34$0.38$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.71$0.04$3.67$0.36$0.38$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.09$0.40$3.70$0.20$0.38$0.18
2016Detailed filing. Detailed filing data is available for this year.$5.71$1.84$3.88$0.36$0.40$0.04
2015Detailed filing. Detailed filing data is available for this year.$5.64$1.71$3.92$0.38$0.44$0.06
2014Summary only. Only limited summary data is available for this year.$5.60$1.62$0.40$0.41$0.02
2013Summary only. Only limited summary data is available for this year.$5.49$1.50$0.35$0.41$0.06
2012Summary only. Only limited summary data is available for this year.$5.44$1.38$0.44$0.39$0.05
2011Summary only. Only limited summary data is available for this year.$5.27$1.26$0.41$0.42$0.00