Civic Intelligence

Sol & Naomi Berman Charitable Foundation

990PF • Fiscal year 2024 • EIN 23-6289693

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 09, 2025

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

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

88th percentile

44%

Higher net margin than 88% 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

50th percentile

0.1%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

98th percentile

623%

Faster revenue growth than 98% of similar nonprofits.

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

Assets

Up

$149,720

Up $143 (+0.1%) from 2023

Net Assets

Up

$149,720

Up $143 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$40,426

Up $34,838 (+623%) from 2023

Expenses

Up

$22,737

Up $9,263 (+69%) from 2023

Net Income

Up

$17,689

Up $25,575 (+324%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$149,720
Liabilities$0
Net Assets$149,720

Operations Trend

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

2024

Revenue$40,426
Expenses$22,737
Net Income$17,689
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 9, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN S BERMANPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTON MUSEUM OF ARTUNRESTRICTEDPCWEST PALM BEACH, FL, US$5,000
Paid GrantANN NORTON SCULPTURE GARDENSUNRESTRICTEDPCWEST PALM BEACH, FL, US$4,750
Paid GrantFOUNDATION FOR POTTSTOWN EDUCATIONUNRESTRICTEDPCPOTTSTOWN, PA, US$2,250
Paid GrantGOOD SHEPHERDUNRESTRICTEDPCALLENTOWN, PA, US$1,750
Paid GrantYWCAUNRESTRICTEDPCWASHINGTON, DC, US$1,500
Paid GrantADATH ISRAELUNRESTRICTEDPCMERION STATION, PA, US$500
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
2025-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Maillie Llp
Address
500 NORTH LEWIS RD, LIMERICK, PA 19468
Preparer
William Breslawski Jr CPA
Phone
6109351420
Raw XML Appendix346 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/Amt51500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ANN NORTON SCULPTURE GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOUNDATION FOR POTTSTOWN EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GOOD SHEPHERD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NORTON MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ADATH ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5YWCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0253 BARCELONA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1230 BEECH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2850 SOUTH 5TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31450 S DIXIE HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4250 NORTH HIGHLAND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51400 STREET NW SUITE 325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1POTTSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ALLENTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MERION STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119464
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd218103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015750
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/AppliedToCurrentYearAmt07019
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02612
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012359
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08731
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02612
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08731
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012359
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03628
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017546
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01533
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1452
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1REGISTERED AGENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2TRUSTEE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01533
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1452
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06105859648
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-09
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231518888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAILLIE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 NORTH LEWIS RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIMERICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019468
ReturnHeader/PreparerPersonGrp/PhoneNum06109351420
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM BRESLAWSKI JR CPA
ReturnHeader/ReturnTs02025-07-16T07:50:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

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