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Mark H Berens Charitable Foundation

  • Northbrook, IL
  • Tax-exempt since April 2010
  • EIN: 27-0600726

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Social Science Research Institutes, Services / Research Institutes and/or Public Policy Analysis (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$591k (2023)

Expenses
$547k (2023)

Total Assets
$631k (2023)

Total Liabilities
$1.85M (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$591,347
Expenses
$546,774
Net Income
$44,573
Net Assets
-$1,216,894
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $89,564
15.1%
Interest Revenue $6
0.0%
Dividends $1,777
0.3%
Sales of Assets $0
Other Income $500,000
84.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $491,755
89.9%
Compensation of Officers* $161,538
29.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $630,845
Total Liabilities $1,847,739
Net Assets -$1,216,894
Compensation
Key Employees and Officers Compensation Other
Steve M Berens (Chief Information Officer) $68,400 $2,736
Mark H Berens (Chief Executive Officer) $56,000 $2,240
Mary Jo Rice (Treasurer) $30,000 $1,200
Daniel M Berens (Chief Financial Officer) $5,663 $227
Paul J Berens (Director) $1,475 $0
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Document Links

990-PF
Filed on Jan. 21, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,587
Expenses
$355,270
Net Income
-$305,683
Net Assets
-$1,261,467
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $368
0.7%
Dividends $0
Sales of Assets $49,219
99.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $355,270
100%
Compensation of Officers* $199,887
56.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $79,808
Total Liabilities $1,341,275
Net Assets -$1,261,467
Compensation
Key Employees and Officers Compensation Other
Mark H Berens (Chief Executive Officer) $96,000 $11,184
Steve M Berens (Chief Information Officer) $68,400 $7,969
Mary Jo Rice (Treasurer) $30,000 $3,495
Daniel M Berens (Chief Financial Officer) $4,562 $531
Paul J Berens (Director) $925 $0
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Document Links

990-PF
Filed on Oct. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$0
Expenses
$581,686
Net Income
-$581,686
Net Assets
-$955,784
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $581,686
100%
Compensation of Officers* $191,788
33.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $80,198
Total Liabilities $1,035,982
Net Assets -$955,784
Compensation
Key Employees and Officers Compensation Other
Mark H Berens (Chief Executive Officer) $96,000 $3,840
Steve M Berens (Chief Information Officer) $62,400 $2,496
Mary Jo Rice (Treasurer) $30,000 $1,200
Daniel M Berens (Chief Financial Officer) $2,438 $73
Paul J Berens (Director) $900 $0
James M Berens (Director) $50 $2
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Document Links

990-PF
Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$0
Expenses
$278,410
Net Income
-$278,410
Net Assets
-$374,099
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $278,410
100%
Compensation of Officers* $194,318
69.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $211,595
Total Liabilities $585,694
Net Assets -$374,099
Compensation
Key Employees and Officers Compensation Other
Mark H Berens (Chairman & Ceo) $96,000 $3,520
Stephen Berens (Director & Cio) $62,400 $2,288
Mary Jo Rice (Treasurer & Secretary) $3,000 $1,100
James Berens (Director) $1,738 $70
Paul Berens (Director) $830 $0
Thomas Berens (Director) $0 $0
Michael Berens (Director) $0 $0
Daniel Berens (Director & Cfo) $0 $0
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Document Links

990-PF
Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$271,385
Expenses
$589,405
Net Income
-$318,020
Net Assets
-$95,690
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $51,000
18.8%
Interest Revenue $0
Dividends $2,184
0.8%
Sales of Assets $218,201
80.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $589,405
100%
Compensation of Officers* $194,873
33.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $107,649
Total Liabilities $203,339
Net Assets -$95,690

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2015

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$187,718
Expenses
$381,409
Net Income
-$193,691
Net Assets
$630,763
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $98,000
52.2%
Interest Revenue $1
0.0%
Dividends $14,178
7.6%
Sales of Assets $75,539
40.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $144,858
38.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $700,802
Total Liabilities $70,039
Net Assets $630,763

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$367,525
Expenses
$101,053
Net Income
$266,472
Net Assets
$199,253
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $387,449
> 100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,053
100%
Compensation of Officers* $87,237
86.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $206,072
Total Liabilities $6,819
Net Assets $199,253

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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