Civic Intelligence

Sol & Naomi Berman Charitable Foundation

990PF • Fiscal year 2011 • EIN 23-6289693

Jan 01, 2011 to Dec 31, 2011 • Filed on Sep 17, 2012

Organization Profile
952 Briar Lane19464
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

58th percentile

2.7%

Faster asset growth than 58% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$281,674

Up $7,500 (+2.7%) from 2010

Net Assets

Up

$281,674

Up $7,500 (+2.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$0

Down $9,500 (-100%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $274,174Liabilities 2010: $0Net Assets 2010: $274,1742010Assets 2011: $281,674Liabilities 2011: $0Net Assets 2011: $281,6742011Assets 2013: $306,291Liabilities 2013: $0Net Assets 2013: $306,2912013Assets 2014: $277,660Liabilities 2014: $0Net Assets 2014: $277,6602014Assets 2015: $202,916Liabilities 2015: $0Net Assets 2015: $202,9162015Assets 2016: $208,374Liabilities 2016: $0Net Assets 2016: $208,3742016Assets 2017: $191,716Liabilities 2017: $0Net Assets 2017: $191,7162017Assets 2018: $162,106Liabilities 2018: $0Net Assets 2018: $162,1062018Assets 2019: $191,570Liabilities 2019: $0Net Assets 2019: $191,5702019Assets 2020: $177,194Liabilities 2020: $0Net Assets 2020: $177,1942020Assets 2021: $181,758Liabilities 2021: $0Net Assets 2021: $181,7582021Assets 2022: $131,174Liabilities 2022: $0Net Assets 2022: $131,1742022Assets 2023: $149,577Liabilities 2023: $0Net Assets 2023: $149,5772023Assets 2024: $149,720Liabilities 2024: $0Net Assets 2024: $149,7202024

Highlighted filing

2011

Assets$281,674
Liabilities$0
Net Assets$281,674
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $9,5002010Expenses 2011: $02011Revenue 2013: $33,375Expenses 2013: $26,435Net Income 2013: $6,9402013Revenue 2014: $39,266Expenses 2014: $61,545Net Income 2014: -$22,2792014Revenue 2015: $25,636Expenses 2015: $55,921Net Income 2015: -$30,2852015Revenue 2016: $22,610Expenses 2016: $21,204Net Income 2016: $1,4062016Revenue 2017: $34,671Expenses 2017: $21,030Net Income 2017: $13,6412017Revenue 2018: $7,820Expenses 2018: $18,926Net Income 2018: -$11,1062018Revenue 2019: $3,217Expenses 2019: $18,970Net Income 2019: -$15,7532019Revenue 2020: $11,795Expenses 2020: $38,332Net Income 2020: -$26,5372020Revenue 2021: $85,541Expenses 2021: $42,543Net Income 2021: $42,9982021Revenue 2022: $15,781Expenses 2022: $41,824Net Income 2022: -$26,0432022Revenue 2023: $5,588Expenses 2023: $13,474Net Income 2023: -$7,8862023Revenue 2024: $40,426Expenses 2024: $22,737Net Income 2024: $17,6892024

Highlighted filing

2011

Revenue-
Expenses$0
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Sep 17, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN BERMANPres-$0--
Filing and Contact Details

Filer

EIN
23-6289693
Raw XML Appendix163 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
CompensationExplanation/Compensation/PersonName0ALLEN BERMAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0281674
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0INVESTMENTS - STOCKS
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss00
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0281674
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0281674
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0281674
IRS990PF/BalanceSheets/RetainedEarningsEOY0281674
IRS990PF/BalanceSheets/TotalAssetsBOY0281674
IRS990PF/BalanceSheets/TotalAssetsEOY0281674
IRS990PF/BalanceSheets/TotalAssetsEOYFMV00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0281674
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0281674
IRS990PF/BalanceSheets/TotalNetAssetsBOY0281674
IRS990PF/BalanceSheets/TotalNetAssetsEOY0281674
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0281674
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0281674
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0281674
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY00
IRS990PF/MethodOfAccountingOther0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition03.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ALLEN BERMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10952 BRIAR LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0POTTSTOWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode019464
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct00
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.077197
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.049380
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.108090
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.070807
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.080510
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets00
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20245907
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30225534
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40374584
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50268974
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear107425
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2012143
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3024378
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4026523
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5021655
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.308787
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ALLEN BERMAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06109706802
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10952 BRIAR LANE POTTSTOWN PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine20952 BRIAR LANE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0POTTSTOWN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode019464
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear107500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear07500
IRS990PF/UndistributedIncome/ExcessFromYear107500
IRS990PF/UndistributedIncome/TotalCorpus07500
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover07500
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0236289693
ReturnHeader/Filer/Name/BusinessNameLine10SOL & NAOMI BERMAN CHARITABLE FOUND
ReturnHeader/Filer/NameControl0SOL&
ReturnHeader/Filer/Phone06109709902
ReturnHeader/Filer/USAddress/AddressLine10952 BRIAR LANE
ReturnHeader/Filer/USAddress/City0POTTSTOWN
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019464
ReturnHeader/Officer/DateSigned02012-09-17
ReturnHeader/Officer/Name0ALLEN S BERMAN
ReturnHeader/Officer/Phone06109709902
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-09-17
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MICHAEL L CROSS & CO LTD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101303 N CHARLOTTE ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0POTTSTOWN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode019464
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-17T20:52:28-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$281,674
Liabilities
$0
Net assets
$281,674
Revenue
-
Expenses
$0
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.40$0.23$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.06$0.13$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.16$0.42$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.86$0.43$0.43
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.12$0.38$0.27
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.03$0.19$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.08$0.19$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.35$0.21$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.23$0.21$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.26$0.56$0.30
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.39$0.62$0.22
2013Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.33$0.26$0.07
2011Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.00
2010Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.10