Civic Intelligence

Sol & Naomi Berman Charitable Foundation

990PF • Fiscal year 2019 • EIN 23-6289693

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 30, 2020

Organization Profile
PO Box 1210Pottstown, PA 19464

(610) 585-9648

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-490%

Higher net margin than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$15,903

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 494.3% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-59%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$191,570

Up $29,464 (+18%) from 2018

Net Assets

Up

$191,570

Up $29,464 (+18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$3,217

Down $4,603 (-59%) from 2018

Expenses

Up

$18,970

Up $44 (+0.2%) from 2018

Net Income

Down

-$15,753

Down $4,647 (-42%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2019

Assets$191,570
Liabilities$0
Net Assets$191,570
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$3,217
Expenses$18,970
Net Income-$15,753
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN S BERMANPresident-$15,903-$15,903
Filing and Contact Details

Filer

Filer Name
Sol & Naomi Berman Charitable Foundation
EIN
23-6289693
Phone
6105859648
Address
PO BOX 1210, POTTSTOWN, PA 19464

Signing Officer

Name
Allen Berman
Title
President
Phone
6105859648
Signed
2020-10-30
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 Appendix307 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08901
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08901
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08901
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03349
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02791
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0558
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03349
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012250
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0168
OtherIncreasesSchedule/OtherIncreasesDetail/Amt045217
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02521
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1378
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1REGISTERED AGENT FEE
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02521
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06105859648
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOL & NAOMI BERMAN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOL&
ReturnHeader/Filer/EIN0236289693
ReturnHeader/Filer/PhoneNum06105859648
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1210
ReturnHeader/Filer/USAddress/CityNm0POTTSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019464
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId015A7E9B0F4D4D3BE77214A119BF6377A745EC461
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId015A7E9B0F4D4D3BE77214A119BF6377A745EC461
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.2.135.6
ReturnHeader/FilingSecurityInformation/IPDt02020-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:02:46
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/ReturnTs02020-11-06T08:25:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$191,570
Liabilities
$0
Net assets
$191,570
Revenue
$3,217
Expenses
$18,970
Net income
-$15,753
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