Civic Intelligence

Bermel Family Foundation

990PF • Fiscal year 2017 • EIN 81-3483530

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 13, 2018

Organization Profile
237 Old Farms RoadSimsbury, CT 06070

(860) 651-9343

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

2nd percentile

-657%

Higher net margin than 2% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$195,746

No earlier filing loaded for comparison.

Net Assets

$195,746

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

$6,419

No earlier filing loaded for comparison.

Expenses

$48,610

No earlier filing loaded for comparison.

Net Income

-$42,191

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2017: $195,746Liabilities 2017: $0Net Assets 2017: $195,7462017Assets 2018: $174,423Liabilities 2018: $0Net Assets 2018: $174,4232018Assets 2019: $162,817Liabilities 2019: $1Net Assets 2019: $162,8172019Assets 2020: $155,490Liabilities 2020: $1Net Assets 2020: $155,4902020Assets 2021: $159,912Liabilities 2021: $1Net Assets 2021: $159,9122021Assets 2022: $642,100Liabilities 2022: $1Net Assets 2022: $642,1002022Assets 2023: $590,561Liabilities 2023: $1Net Assets 2023: $590,5612023Assets 2024: $531,135Liabilities 2024: $0Net Assets 2024: $531,1352024Assets 2025: $458,472Liabilities 2025: $0Net Assets 2025: $458,4722025

Highlighted filing

2017

Assets$195,746
Liabilities$0
Net Assets$195,746
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2017: $6,419Expenses 2017: $48,610Net Income 2017: -$42,1912017Revenue 2018: $7,879Expenses 2018: $29,202Net Income 2018: -$21,3232018Revenue 2019: $11,618Expenses 2019: $23,224Net Income 2019: -$11,6062019Revenue 2020: $14,152Expenses 2020: $21,479Net Income 2020: -$7,3272020Revenue 2021: $23,790Expenses 2021: $19,368Net Income 2021: $4,4222021Revenue 2022: $507,520Expenses 2022: $25,332Net Income 2022: $482,1882022Revenue 2023: -$21,446Expenses 2023: $30,093Net Income 2023: -$51,5392023Revenue 2024: $17,664Expenses 2024: $77,090Net Income 2024: -$59,4262024Revenue 2025: $15,693Expenses 2025: $88,356Net Income 2025: -$72,6632025

Highlighted filing

2017

Revenue$6,419
Expenses$48,610
Net Income-$42,191
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 13, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN J BERMELTrustee-$0--
LISA R BERMELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bermel Family Foundation
EIN
81-3483530
Phone
8606519343
Address
237 OLD FARMS ROAD, SIMSBURY, CT 06070

Signing Officer

Name
John J Bermel
Title
Co-trustee
Phone
8606519343
Signed
2018-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Cummings & Lockwood LLC
Address
75 ISHAM 400, W HARTFORD, CT 06107
Preparer
Alison a Sankner
Phone
8603134900
Raw XML Appendix333 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/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 13 118 CLIFF ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1250 WILLIAMS ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 575
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NANTUCKET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SIMSBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002554
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206070
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011083
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011083
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039917
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029917
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010000
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029917
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039917
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CUMMINGS & LOCKWOOD LLC - LEGAL AND ACCOUNTING FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02963
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02963
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UBS - ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UBS - MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11136
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JOHN BERMEL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0237 OLD FARMS ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SIMSBURY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd006070
TaxesSchedule/TaxesDetail/Amt03442
TaxesSchedule/TaxesDetail/Amt168
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY - TAX AND PENALTY DUE WITH 2015 FORM 990 PF
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN J BERMEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08606519343
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERMEL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERM
ReturnHeader/Filer/EIN0813483530
ReturnHeader/Filer/PhoneNum08606519343
ReturnHeader/Filer/USAddress/AddressLine1Txt0237 OLD FARMS ROAD
ReturnHeader/Filer/USAddress/CityNm0SIMSBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006070
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId001EBBF516CB3F4896545BF4BC6B5093CAA086BE0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.10.71.143
ReturnHeader/FilingSecurityInformation/IPDt02018-02-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:08:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060312590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUMMINGS & LOCKWOOD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075 ISHAM 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0W HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006107
ReturnHeader/PreparerPersonGrp/PhoneNum08603134900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALISON A SANKNER
ReturnHeader/ReturnTs02018-02-13T14:09:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,746
Liabilities
$0
Net assets
$195,746
Revenue
$6,419
Expenses
$48,610
Net income
-$42,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.16$0.88$0.73
2024Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.18$0.77$0.59
2023Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.21$0.30$0.52
2022Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$5.08$0.25$4.82
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.24$0.19$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.14$0.21$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.12$0.23$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08$0.29$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.06$0.49$0.42