Civic Intelligence

Jr and Katie Berger Family Foundation

EIN 85-1393990 • Chicago, IL

900 N Michigan Ave Suite 930Chicago, IL 60611
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-40%

Higher net margin than 11% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

30th percentile

-2.2%

Faster asset growth than 30% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

65%

Faster revenue growth than 82% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,313,209

Down $96,976 (-2.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$4,313,209

Down $96,976 (-2.2%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin11th percentile

Revenue

Up

$270,559

Up $106,420 (+65%) from 2023

Expenses

Up

$377,538

Up $81,096 (+27%) from 2023

Net Income

Up

-$106,979

Up $25,324 (+19%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2020: $4,368,341Liabilities 2020: $1Net Assets 2020: $4,368,3412020Assets 2021: $4,537,025Liabilities 2021: $1Net Assets 2021: $4,537,0252021Assets 2022: $4,538,754Liabilities 2022: $1Net Assets 2022: $4,538,7542022Assets 2023: $4,410,185Liabilities 2023: $1Net Assets 2023: $4,410,1852023Assets 2024: $4,313,209Liabilities 2024: $0Net Assets 2024: $4,313,2092024

Highlighted filing

2024

Assets$4,313,209
Liabilities$0
Net Assets$4,313,209
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $5,093,440Expenses 2020: $114,907Net Income 2020: $4,978,5332020Revenue 2021: $236,679Expenses 2021: $90,615Net Income 2021: $146,0642021Revenue 2022: $232,530Expenses 2022: $233,217Net Income 2022: -$6872022Revenue 2023: $164,139Expenses 2023: $296,442Net Income 2023: -$132,3032023Revenue 2024: $270,559Expenses 2024: $377,538Net Income 2024: -$106,9792024

Highlighted filing

2024

Revenue$270,559
Expenses$377,538
Net Income-$106,979
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,313,209
Liabilities
$0
Net assets
$4,313,209
Revenue
$270,559
Expenses
$377,538
Net income
-$106,979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.27$0.38$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.16$0.30$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.23$0.23$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.24$0.09$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$5.09$0.11$4.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James R BergerDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJewish United FundEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$250,000
Paid GrantSixpointEXEMPT PURPOSE OF ORGANIZATIONPCSt Petersburg, FL, US$25,000
Paid GrantBernard Zell Anshe Emet Day SchoolEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$20,000
Paid GrantTruman Library InstituteEXEMPT PURPOSE OF ORGANIZATIONPCKansas City, MO, US$15,000
Paid GrantAnshe Emet SynagogueEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$13,350
Paid GrantWolcott College PrepEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$10,000
Paid GrantARKEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$5,400
Paid GrantHigh JumpEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$5,000
Paid GrantBoys and Girls Clubs of ChicagoEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$5,000
Paid GrantChabad at UICEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$3,600
Paid GrantLynn Sage Breast Cancer FoundationEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$2,500
Paid GrantUS Holocaust Memorial Museum (USHMM)EXEMPT PURPOSE OF ORGANIZATIONPCWashington, DC, US$2,000
Paid GrantHerzl CampEXEMPT PURPOSE OF ORGANIZATIONPCMinneapolis, MN, US$1,800
Paid GrantShedd AquariumEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$1,000
Paid GrantDignitas Ukraine IncEXEMPT PURPOSE OF ORGANIZATIONPCCranford, NJ, US$1,000
Paid GrantSharsheretEXEMPT PURPOSE OF ORGANIZATIONPCTeaneck, NJ, US$1,000
Paid GrantLincoln Park ZooEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$800
Paid GrantAspen Center for Environmental StudiesEXEMPT PURPOSE OF ORGANIZATIONPCAspen, CO, US$720
Paid GrantMuseum of Science and IndustryEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$600
Paid GrantArt Institute of ChicagoEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$550
Paid GrantWTTWEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$500
Paid GrantThe Field MuseumEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$500
Paid GrantChicago Children's MuseumEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$415
Paid GrantChicago Botanic GardenEXEMPT PURPOSE OF ORGANIZATIONPCGlencoe, IL, US$300
Paid GrantChicago History MuseumEXEMPT PURPOSE OF ORGANIZATIONPCChicago, IL, US$250
Paid GrantUSCEXEMPT PURPOSE OF ORGANIZATIONPCLos Angeles, CA, US$1
Filing and Contact Details

Filer

Filer Name
JR and Katie Berger Family Foundation
EIN
85-1393990
In Care Of
% JAMES R BERGER
Phone
3124409600
Address
900 N Michigan Ave Suite 930, Chicago, IL 60611

Signing Officer

Name
James Berger
Title
Director
Phone
3124409600
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
71 South Wacker Drive Suite 2600, Chicago, IL 60606
Preparer
Gabriel Wascher
Phone
3123573950
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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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