Civic Intelligence

Sol & Naomi Berman Charitable Foundation

990PF • Fiscal year 2016 • EIN 23-6289693

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 30, 2017

Organization Profile
PO Box 1210Pottstown, PA 19464

(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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

58th percentile

6.2%

Higher net margin than 58% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$2,390

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

55th percentile

2.7%

Faster asset growth than 55% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$208,374

Up $5,458 (+2.7%) from 2015

Net Assets

Up

$208,374

Up $5,458 (+2.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin58th percentile

Revenue

Down

$22,610

Down $3,026 (-12%) from 2015

Expenses

Down

$21,204

Down $34,717 (-62%) from 2015

Net Income

Up

$1,406

Up $31,691 (+105%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2016

Assets$208,374
Liabilities$0
Net Assets$208,374
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

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

2016

Revenue$22,610
Expenses$21,204
Net Income$1,406
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 30, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN S BERMANPresident-$2,390-$2,390
Filing and Contact Details

Filer

Filer Name
Sol & Naomi Berman Charitable Foundation
EIN
23-6289693
Phone
6109709902
Address
PO BOX 1210, POTTSTOWN, PA 19464

Signing Officer

Name
Allen Berman
Title
President
Phone
6109709902
Signed
2017-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Maillie Llp
Address
PO BOX 680, OAKS, PA 19456-0680
Preparer
William Breslawski Jr CPA
Phone
6109351420
Raw XML Appendix361 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SPONSOR CHARITY GOLF TOURNAMENT - SUPPORTS ALZHEIMER'S, COOLEY'S ANEMIA, COACHES FOR CANCER AND PA WOUNDED WARRIORS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO PROVIDE LOCAL HOUSING FOR FAMILIES OF SICK CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CLEFT PALATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LAM VALLEY FORGE LODGE #1776
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MISC CONTRIBUTIONS LESS THAN 750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3RONALD MCDONALD HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FOUNDATION FOR POTTSTOWN EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PHILADELPHIA MUSEUM OF JEWISH ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ST MICHAELS MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC (501(C)(8))
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01504 EAST FRANKLIN STREET SUITE 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 60583
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2575 KEIM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33925 CHESTNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4230 BEECH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5615 N BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6201 EAST CHESTNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KING OF PRUSSIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2POTTSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4POTTSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ST MICHAELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219464
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419464
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd519123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd621663
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012700
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/AppliedToCurrentYearAmt010250
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04020
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09320
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02450
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02850
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04020
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02450
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09320
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06870
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1107
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04052
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02952
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1345
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1REGISTERED AGENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02952
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06109709902
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOL & NAOMI BERMAN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOL&
ReturnHeader/Filer/EIN0236289693
ReturnHeader/Filer/PhoneNum06109709902
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1210
ReturnHeader/Filer/USAddress/CityNm0POTTSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019464
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId063C7C4E5209EE01C10AA04E7D317F835F24CFCA9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D55CB83BD0027A882DFE1AE3A93C20DBED27276
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.227.130.2
ReturnHeader/FilingSecurityInformation/IPDt02017-06-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:19:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231518888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAILLIE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 680
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0194560680
ReturnHeader/PreparerPersonGrp/PhoneNum06109351420
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM BRESLAWSKI JR CPA
ReturnHeader/ReturnTs02017-07-13T15:27:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$208,374
Liabilities
$0
Net assets
$208,374
Revenue
$22,610
Expenses
$21,204
Net income
$1,406
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