Civic Intelligence

Berman Charitable Foundation

990PF • Fiscal year 2023 • EIN 23-6239058

Apr 01, 2022 to Mar 31, 2023 • Filed on Jul 25, 2023

Organization Profile
3277 W Ridge Pike A101Pottstown, PA 19464

(610) 495-7166

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

95th percentile

88%

Higher net margin than 95% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

63rd percentile

6.2%

Faster asset growth than 63% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-44%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$344,617

Up $20,259 (+6.2%) from 2022

Net Assets

Up

$344,617

Up $20,259 (+6.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin95th percentile

Revenue

Down

$23,104

Down $18,276 (-44%) from 2022

Expenses

Down

$2,845

Down $35,517 (-93%) from 2022

Net Income

Up

$20,259

Up $17,241 (+571%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2023

Assets$344,617
Liabilities$0
Net Assets$344,617
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

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

2023

Revenue$23,104
Expenses$2,845
Net Income$20,259
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jul 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY S BERMANPresident-$0--
JENNIFER B SCOTESEVice Preas/ Treas-$0--
SUSAN C BERMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Berman Charitable Foundation
EIN
23-6239058
Phone
6104957166
Address
3277 W RIDGE PIKE A101, POTTSTOWN, PA 19464

Signing Officer

Name
Jennifer B Scotese
Title
Vice President/treas
Phone
6104957166
Signed
2023-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Herbein Company Inc
Address
2120 EAST HIGH STREET, POTTSTOWN, PA 19464
Preparer
Matthew Cappelletti Jr
Phone
6103237175
Raw XML Appendix297 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/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014060
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt014060
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014211
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt014060
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0151
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0151
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0151
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014211
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0520
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0520
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER B SCOTESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum06104957166
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERMAN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERM
ReturnHeader/Filer/EIN0236239058
ReturnHeader/Filer/PhoneNum06104957166
ReturnHeader/Filer/USAddress/AddressLine1Txt03277 W RIDGE PIKE A101
ReturnHeader/Filer/USAddress/CityNm0POTTSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019464
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232415973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERBEIN COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02120 EAST HIGH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POTTSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019464
ReturnHeader/PreparerPersonGrp/PhoneNum06103237175
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW CAPPELLETTI JR
ReturnHeader/ReturnTs02023-07-27T08:55:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCOTESE
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$344,617
Liabilities
$0
Net assets
$344,617
Revenue
$23,104
Expenses
$2,845
Net income
$20,259
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