Civic Intelligence

Berman Charitable Foundation

990PF • Fiscal year 2024 • EIN 23-6239058

Apr 01, 2023 to Mar 31, 2024 • Filed on Jul 08, 2024

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

25th percentile

-14%

Higher net margin than 25% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-0.8%

Faster asset growth than 46% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$341,884

Down $2,733 (-0.8%) from 2023

Net Assets

Down

$341,884

Down $2,733 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin25th percentile

Revenue

Down

$18,949

Down $4,155 (-18%) from 2023

Expenses

Up

$21,682

Up $18,837 (+662%) from 2023

Net Income

Down

-$2,733

Down $22,992 (-113%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2024

Assets$341,884
Liabilities$0
Net Assets$341,884
Open 2024 Filing

Operations Trend

Revenue Growth26th 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

2024

Revenue$18,949
Expenses$21,682
Net Income-$2,733
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jul 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER B SCOTESEPresident/Treasurer-$0--
ROBERT V SCOTESEVice President-$0--
JOSEPH S SCOTESE JRSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE HILL SCHOOLANNUAL GIVING-POTTSTOWN, PA, US$16,000
Paid GrantTHE AGNES IRWIN SCHOOLANNUAL GIVING-ROSEMONT, PA, US$2,500
Paid GrantTHE AGNES IRWIN SCHOOLANNUAL GIVING-ROSEMONT, PA, US$500
Paid GrantTHE AGNES IRWIN SCHOOLANNUAL GIVING-ROSEMONT, PA, US$500
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
President/treas
Phone
6104957166
Signed
2024-07-08
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 Appendix350 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/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/Amt016000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ANNUAL GIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ANNUAL GIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ANNUAL GIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ANNUAL GIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE HILL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE AGNES IRWIN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE AGNES IRWIN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE AGNES IRWIN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0860 BEECH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1275 S ITHAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2275 S ITHAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3275 S ITHAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0POTTSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROSEMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROSEMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ROSEMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019464
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019500
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/AppliedToCurrentYearAmt014270
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0151
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05381
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05230
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0151
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05230
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05381
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0151
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt082
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt082
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/PersonTitleTxt0PRESIDENT/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum06104957166
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-08
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW CAPPELLETTI JR
ReturnHeader/ReturnTs02024-07-08T13:43:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCOTESE
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$341,884
Liabilities
$0
Net assets
$341,884
Revenue
$18,949
Expenses
$21,682
Net income
-$2,733
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
2024Detailed filing. Detailed filing data is available for this year.$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