Civic Intelligence

Berman Charitable Foundation

990PF • Fiscal year 2012 • EIN 23-6239058

Apr 01, 2011 to Mar 31, 2012 • Filed on May 29, 2012

Organization Profile
3277 W Ridge Pike PO Box 957 NoA10119464
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$284,761

No earlier filing loaded for comparison.

Net Assets

$284,761

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$82,388

No earlier filing loaded for comparison.

Net Income

-

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.

$400K$300K$200K$100K$0Assets 2012: $284,761Liabilities 2012: $0Net Assets 2012: $284,7612012Assets 2013: $289,286Liabilities 2013: $0Net Assets 2013: $289,2862013Assets 2014: $289,867Liabilities 2014: $0Net Assets 2014: $289,8672014Assets 2015: $305,794Liabilities 2015: $0Net Assets 2015: $305,7942015Assets 2016: $299,825Liabilities 2016: $0Net Assets 2016: $299,8252016Assets 2021: $321,340Liabilities 2021: $0Net Assets 2021: $321,3402021Assets 2022: $324,358Liabilities 2022: $0Net Assets 2022: $324,3582022Assets 2023: $344,617Liabilities 2023: $0Net Assets 2023: $344,6172023Assets 2024: $341,884Liabilities 2024: $0Net Assets 2024: $341,8842024Assets 2025: $336,913Liabilities 2025: $0Net Assets 2025: $336,9132025

Highlighted filing

2012

Assets$284,761
Liabilities$0
Net Assets$284,761
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2012: $82,3882012Expenses 2013: $6,3072013Revenue 2014: $17,029Expenses 2014: $16,448Net Income 2014: $5812014Revenue 2015: $21,406Expenses 2015: $5,479Net Income 2015: $15,9272015Revenue 2016: $32,086Expenses 2016: $38,055Net Income 2016: -$5,9692016Revenue 2021: $20,852Expenses 2021: $22,455Net Income 2021: -$1,6032021Revenue 2022: $41,380Expenses 2022: $38,362Net Income 2022: $3,0182022Revenue 2023: $23,104Expenses 2023: $2,845Net Income 2023: $20,2592023Revenue 2024: $18,949Expenses 2024: $21,682Net Income 2024: -$2,7332024Revenue 2025: $19,221Expenses 2025: $24,192Net Income 2025: -$4,9712025

Highlighted filing

2012

Revenue-
Expenses$82,388
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
May 29, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY S BERMANPresident-$0--
JENNIFER B SCOTESEVice-Pres./Treas-$0--
SUSAN C BERMANSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE HILL SCHOOLANNUAL GIVINGPUBLICPOTTSTOWN, PA, US$77,500
Paid GrantSEWANEE ANNUAL FUNDANNUAL GIVINGPUBLICSEWANEE, TN, US$150
Paid GrantSUSQUEHANNA UNIVERSITYANNUAL GIVINGPUBLICSELINSGROVE, PA, US$100
Filing and Contact Details

Filer

EIN
23-6239058
Raw XML Appendix392 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount01780
AccountingFeesSchedule/AccountingFees/Category0MAILLIE, FALCONIERO & CO
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0200
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01580
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue030000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue125000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue20
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue320000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue424866
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV036000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV127045
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV20
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV319492
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV425597
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0FORD MOTOR CO
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1JOHN HANCOCK LIFE INS CO
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2GENERAL ELEC CAP CORP MED TERM
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3GENERAL ELEC CAP CORP INTERNOTES
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue015258
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV017460
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0600 SHS WELLS FARGO & CO 8.00% PFD
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01487
InvestmentsOtherSchedule2/InvestmentsOther/BookValue144815
InvestmentsOtherSchedule2/InvestmentsOther/BookValue25885
InvestmentsOtherSchedule2/InvestmentsOther/BookValue36504
InvestmentsOtherSchedule2/InvestmentsOther/BookValue415702
InvestmentsOtherSchedule2/InvestmentsOther/BookValue537854
InvestmentsOtherSchedule2/InvestmentsOther/BookValue64940
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0C.G. CAPITAL MONEY MARKET FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1C.G. CAPITAL LARGE CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2C.G. CAPITAL SMALL CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3C.G. CAPITAL EMERGING MARKETS EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4C.G. CAPITAL INTERNATIONAL EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5C.G. CAPITAL LARGE CAP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6C.G. CAPITAL SMALL CAP GROWTH FUND
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-86122
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0101060
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm021
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-14532
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome06360
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome010798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-3734
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CGCM MUTUAL FUND INVESTMENTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1GENERAL ELEC CAP CORP MED TERM
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances033647
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0325228
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAY S BERMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JENNIFER B SCOTESE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SUSAN C BERMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE-PRES./TREAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson01
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount077500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0ANNUAL GIVING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1ANNUAL GIVING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2ANNUAL GIVING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE HILL SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SUSQUEHANNA UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12SEWANEE ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10HIGH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11514 UNIVERSITY AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12735 UNIVERSITY AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0POTTSTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SELINSGROVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SEWANEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode019464
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1178701164
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode2373831000
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear077750
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear017611
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017611
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2021250
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear305140
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear086729
IRS990PF/UndistributedIncome/ExcessFromCurrentYear060339
IRS990PF/UndistributedIncome/ExcessFromYear2021250
IRS990PF/UndistributedIncome/ExcessFromYear305140
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions077950
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus060339
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus086729
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover026390
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0BANK FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome08
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks08
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02669
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome02669
TaxesSchedule/Taxes/Amount038
TaxesSchedule/Taxes/Amount1143
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
TaxesSchedule/Taxes/Category1FOREIGN TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome038
TaxesSchedule/Taxes/NetInvestmentIncome1143
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0236239058
ReturnHeader/Filer/Name/BusinessNameLine10BERMAN CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0BERM
ReturnHeader/Filer/Phone06104957166
ReturnHeader/Filer/USAddress/AddressLine103277 W RIDGE PIKE PO BOX 957 NO
ReturnHeader/Filer/USAddress/AddressLine20A101
ReturnHeader/Filer/USAddress/City0POTTSTOWN
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019464
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-29
ReturnHeader/Officer/Name0JENNIFER B SCOTESE
ReturnHeader/Officer/Phone06104957166
ReturnHeader/Officer/Title0VICE PRESIDENT / TREASURER
ReturnHeader/PreparerFirm/EIN0231518888
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MAILLIE FALCONIERO & COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 680
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0OAKS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0194560680
ReturnHeader/Preparer/Name0GLENN B BACHMAN
ReturnHeader/Preparer/Phone06109351420
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-04-01
ReturnHeader/TaxPeriodEndDate02012-03-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-28T10:11:55-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,761
Liabilities
$0
Net assets
$284,761
Revenue
-
Expenses
$82,388
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.19$0.24$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.19$0.22$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.23$0.03$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.41$0.38$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.21$0.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.32$0.38$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.21$0.05$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.17$0.16$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.82