Civic Intelligence

Estate of Sydney L Berg FBO Lilly M Berg Memorial Fund Ct 106226

990 • Fiscal year 2019 • EIN 95-6022484

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 27, 2020

Organization ProfileN/A
PO Box 803878Chicago, IL 60680

(312) 630-6000

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$38,362

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$2,938,432

No earlier filing loaded for comparison.

Net Assets

$2,938,432

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin87th percentile

Revenue

$178,327

No earlier filing loaded for comparison.

Expenses

$102,853

No earlier filing loaded for comparison.

Net Income

$75,474

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $2,938,432Liabilities 2019: $0Net Assets 2019: $2,938,4322019Assets 2020: $2,949,052Liabilities 2020: $0Net Assets 2020: $2,949,0522020Assets 2021: $3,031,945Liabilities 2021: $0Net Assets 2021: $3,031,9452021Assets 2022: $3,075,041Liabilities 2022: $0Net Assets 2022: $3,075,0412022Assets 2023: $3,079,290Liabilities 2023: $0Net Assets 2023: $3,079,2902023Assets 2024: $3,074,106Liabilities 2024: $0Net Assets 2024: $3,074,1062024

Highlighted filing

2019

Assets$2,938,432
Liabilities$0
Net Assets$2,938,432
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2019: $178,327Expenses 2019: $102,853Net Income 2019: $75,4742019Revenue 2020: $95,252Expenses 2020: $84,654Net Income 2020: $10,5982020Revenue 2021: $186,931Expenses 2021: $104,021Net Income 2021: $82,9102021Revenue 2022: $139,638Expenses 2022: $96,543Net Income 2022: $43,0952022Revenue 2023: $126,809Expenses 2023: $124,345Net Income 2023: $2,4642023Revenue 2024: $118,930Expenses 2024: $124,354Net Income 2024: -$5,4242024

Highlighted filing

2019

Revenue$178,327
Expenses$102,853
Net Income$75,474
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 27, 2020
Return Version
2019v5.0
Gross Receipts
$1,539,594
Mission and Program Overview

Mission

To support the organizations listed in schedule a, part i

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,862,956$2,938,432▲ $75,476
Investments in Publicly Traded Securities$2,810,700$2,904,783▲ $94,083
Savings and Temporary Cash Investments$52,256$33,649▼ $18,607
Total Assets$2,862,956$2,938,432▲ $75,476
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,862,956$2,938,432▲ $75,476
Total Liabilities and Net Assets / Fund Balance$2,862,956$2,938,432▲ $75,476
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust N aTrusteeFT$38,362$38,362
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$178,327
Other Revenue
$0
Change in Net Assets
$75,474
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,961
Salaries, Compensation, and Employee Benefits$38,362
Other Expenses$4,530
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,961--$59,961
Current Officers, Directors, Trustees, and Key Employees-$38,362-$38,362
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$15-$15
Total Functional Expenses$59,961$42,892$0$102,853
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Huntington Memorial HospitalPasadena, CA501(c)(3)General Support$39,973
CHILDREN'S HOSPITAL SOCIETY OF LOS ANGELESLos Angeles, CA501(c)(3)General Support$19,988
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“NOT APPLICABLE”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A copy of form 990 is sent to the trustee for review and comments”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Annual acknowledgement by trustee”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Lilly M Berg Memorial Fund
EIN
95-6022484
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Officer
Phone
3126306000
Signed
2020-04-27

Organization Details

Formed
1945
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“COST ADJUSTMENT”

Raw XML AppendixShowing 400 of 404 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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IRS990/OtherWebsiteInd0X
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE ATTACHED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D LINE 2 & 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATIONS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COST ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-27
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ReturnHeader/ReturnTs02020-04-27T17:00:23-05:00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,938,432
Liabilities
$0
Net assets
$2,938,432
Revenue
$178,327
Expenses
$102,853
Net income
$75,474
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.12$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.13$0.12$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.14$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.19$0.10$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.10$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.18$0.10$0.08