Civic Intelligence

Bermel Family Foundation

990PF • Fiscal year 2020 • EIN 81-3483530

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 11, 2021

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

15th percentile

-52%

Higher net margin than 15% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

35th percentile

-4.5%

Faster asset growth than 35% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

22%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$155,490

Down $7,327 (-4.5%) from 2019

Net Assets

Down

$155,490

Down $7,327 (-4.5%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin15th percentile

Revenue

Up

$14,152

Up $2,534 (+22%) from 2019

Expenses

Down

$21,479

Down $1,745 (-7.5%) from 2019

Net Income

Up

-$7,327

Up $4,279 (+37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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: $0Net 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

2020

Assets$155,490
Liabilities$0
Net Assets$155,490
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

2020

Revenue$14,152
Expenses$21,479
Net Income-$7,327
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 11, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN J BERMELTrustee-$0--
LISA R BERMELTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNANTUCKET CONSERVATION FOUNDATIONFOR GENERAL CHARITABLE PURPOSESPUBLIC CHARITYNANTUCKET, MA, US$10,000
Paid GrantSCONSET TRUST INCFOR GENERAL CHARITABLE PURPOSESPUBLIC CHARITYSIASCONSET, MA, US$5,000
Paid GrantST MARY'S CHURCH CORPORATION OF SIMSBURY (ST MARY'S PARISH)FOR GENERAL CHARITABLE PURPOSESPUBLIC CHARITYSIMBSURY, CT, US$2,500
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
2021-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Cummings & Lockwood LLC
Address
75 ISHAM 400, W HARTFORD, CT 06107
Preparer
Marsha Fisher
Phone
8603134900
Raw XML Appendix336 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN J BERMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LISA R BERMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0CUMMINGS LOCKWOOD 75 ISHAM RD 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1CUMMINGS LOCKWOOD 75 ISHAM RD 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WEST HARTFORD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOR GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NANTUCKET CONSERVATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST MARY'S CHURCH CORPORATION OF SIMSBURY (ST MARY'S PARISH)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SCONSET TRUST INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 13
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 575
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 821
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NANTUCKET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SIMBSURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SIASCONSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002554
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202564
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017500
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/AppliedToCurrentYearAmt010438
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09961
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt071786
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09961
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014846
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029917
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010000
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07062
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt071786
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt064724
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/LegalFeesAmt02149
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02149
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UBS - MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01444
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01444
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/Amt0133
TaxesSchedule/TaxesDetail/Amt1113
TaxesSchedule/TaxesDetail/Amt2140
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1TAX PAID WITH 990PF
TaxesSchedule/TaxesDetail/CategoryTxt2ESTIMATED TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0133
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN J BERMEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08606519343
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-11
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/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/PreparerPersonNm0MARSHA FISHER
ReturnHeader/ReturnTs02021-01-11T08:33:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,490
Liabilities
$0
Net assets
$155,490
Revenue
$14,152
Expenses
$21,479
Net income
-$7,327
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