Civic Intelligence

Sol & Naomi Berman Charitable Foundation

990PF • Fiscal year 2013 • EIN 23-6289693

Jan 01, 2013 to Dec 31, 2013 • Filed on May 20, 2014

Organization Profile
952 Briar Lane19464

(610) 970-9902

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

85th percentile

$15,883

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 47.6% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

58th percentile

4.3%

Faster asset growth than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$306,291

Up $24,617 (+8.7%) from 2011

Net Assets

Up

$306,291

Up $24,617 (+8.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin77th percentile

Revenue

$33,375

No earlier filing loaded for comparison.

Expenses

Up

$26,435

Up $26,435 from 2011

Net Income

$6,940

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

2013

Assets$306,291
Liabilities$0
Net Assets$306,291
Open 2013 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

2013

Revenue$33,375
Expenses$26,435
Net Income$6,940
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 20, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN S BERMANPresident-$15,883-$15,883
Filing and Contact Details

Filer

EIN
23-6289693
Phone
6109709902

Signing Officer

Name
Allen Berman
Title
President
Phone
6109709902
Signed
2014-05-20
Discuss with paid preparer
Yes

Preparer

Preparer
D Scott Detar CPA
Phone
6109351420
Raw XML Appendix323 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0296822
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08520
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-11-23
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35859
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt49904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0600 SHARES CSX CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1500 SHARES FRANKLIN COVEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2500 SHARES OMNICARE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3500 SHARES FRANKLIN COVEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4500 SHARES MEDASSETS INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-10-22
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0252595
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0306291
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013460
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014052
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0592
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01083
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0252595
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04280
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0POTTSTOWN
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode019464
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06109706802
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/Amt03205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11RADNOR CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12MISC CONTRIBUTIONS LESS THAN 1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1124 LOUELLA COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12575 KEIM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0OAK BROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1RADNOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2POTTSTOWN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode060523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode119087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode219464
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06505
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/AppliedToCurrentYearAmt06505
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06955
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013635
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06955
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06680
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04565
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04565
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06505
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011245
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018200
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1284
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1REGISTERED AGENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03763
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06109709902
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOL & NAOMI BERMAN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOL&
ReturnHeader/Filer/EIN0236289693
ReturnHeader/Filer/PhoneNum06109709902
ReturnHeader/Filer/USAddress/AddressLine10952 BRIAR LANE
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/PreparerPersonNm0D SCOTT DETAR CPA
ReturnHeader/ReturnTs02014-05-28T14:01:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,291
Liabilities
$0
Net assets
$306,291
Revenue
$33,375
Expenses
$26,435
Net income
$6,940
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