Civic Intelligence

Berman Charitable Foundation

990PF • Fiscal year 2014 • EIN 23-6239058

Apr 01, 2013 to Mar 31, 2014 • Filed on Jul 22, 2014

Organization Profile
3277 W Ridge Pike PO Box 957 NoA10119464

(610) 495-7166

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

52nd percentile

3.4%

Higher net margin than 52% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$289,867

Up $581 (+0.2%) from 2013

Net Assets

Up

$289,867

Up $581 (+0.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin52nd percentile

Revenue

$17,029

No earlier filing loaded for comparison.

Expenses

Up

$16,448

Up $10,141 (+161%) from 2013

Net Income

$581

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

2014

Assets$289,867
Liabilities$0
Net Assets$289,867
Open 2014 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

2014

Revenue$17,029
Expenses$16,448
Net Income$581
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jul 22, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay75th 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$12,000
Filing and Contact Details

Filer

EIN
23-6239058
Phone
6104957166

Signing Officer

Name
Jennifer B Scotese
Title
Vice President / Treasurer
Phone
6104957166
Signed
2014-07-22
Discuss with paid preparer
Yes

Preparer

Preparer
Glenn B Bachman
Phone
6109351420
Raw XML Appendix364 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/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.462934
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JENNIFER B SCOTESE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine103277 W RIDGE PIKE SUITE A101
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0POTTSTOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode019464
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06104957166
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ANNUAL GIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10THE HILL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0POTTSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode019464
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
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/AppliedToCurrentYearAmt012000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016990
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04990
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt060339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013504
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04990
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt068853
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt060339
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08514
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt068853
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt073843
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0859
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0859
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0859
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02359
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02359
TaxesSchedule/TaxesDetail/Amt0222
TaxesSchedule/TaxesDetail/Amt152
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0222
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt152
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER B SCOTESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT / TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06104957166
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10BERMAN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERM
ReturnHeader/Filer/EIN0236239058
ReturnHeader/Filer/PhoneNum06104957166
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/PreparerFirmGrp/PreparerFirmEIN0231518888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MAILLIE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 680
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0194560680
ReturnHeader/PreparerPersonGrp/PhoneNum06109351420
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN B BACHMAN
ReturnHeader/ReturnTs02014-08-15T10:33:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$289,867
Liabilities
$0
Net assets
$289,867
Revenue
$17,029
Expenses
$16,448
Net income
$581
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
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.82
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits