Carol E and Myles P Berkman Foundation

990PF • Fiscal year 2021 • EIN 25-1754310

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

Organization Profile

850 Poplar StreetPittsburgh, PA 15220

(412) 922-5796

Siviq Scores

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

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

96%

Higher net margin than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

3.0%

Faster asset growth than 49% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

148%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets57th percentile

Assets

$384,166

Up $11,086 (+3.0%) from 2020

Net Assets

$384,166

Up $11,086 (+3.0%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin97th percentile

Revenue

$11,564

Up $6,904 (+148%) from 2020

Expenses

Down

$478

Down $37,948 (-99%) from 2020

Net Income

$11,086

Up $44,852 (+133%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

Highlighted filing

2021

Assets$384,166

Liabilities$0

Net Assets$384,166

Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

Highlighted filing

2021

Revenue$11,564

Expenses$478

Net Income$11,086

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: May 13, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MYLES P BERKMAN	President / Secretary	-	$0	-	-
CAROL E BERKMAN	Vice President	-	$0	-	-
DAVID J BERKMAN	Vice President	-	$0	-	-
PAMELA T BERKMAN	Vice President	-	$0	-	-
WILLIAM H BERKMAN	Vice President	-	$0	-	-
MARA I LANDIS	Vice President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Carol E and Myles P Berkman Foundation
EIN: 25-1754310
Phone: 4129225796
Address: 850 POPLAR STREET, PITTSBURGH, PA 15220

Signing Officer

Name: Myles P Berkman
Title: Agent
Phone: 4129225796
Signed: 2022-05-13
Discuss with paid preparer: Yes

Preparer

Firm: Victor a Martinelli Iii
Address: 6 CHRISTINE DRIVE, MCKEES ROCKS, PA 15136
Phone: 4129225796

Raw XML Appendix322 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	MYLES P BERKMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	CAROL E BERKMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	DAVID J BERKMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	PAMELA T BERKMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	WILLIAM H BERKMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	5	MARA I LANDIS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VICE PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	MYLES P BERKMAN
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	850 POPLAR STREET
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4129225796
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	24125
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	36039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	14312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	21670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	43648
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	24125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	19523
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	88578
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	16557
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	36039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	14312
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	21670
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	108101
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	132226
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	478
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	478
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MYLES P BERKMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4129225796
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CAROL E AND MYLES P BERKMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	CARO
ReturnHeader/Filer/EIN	0	251754310
ReturnHeader/Filer/PhoneNum	0	4129225796
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	850 POPLAR STREET
ReturnHeader/Filer/USAddress/CityNm	0	PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	15220
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	VICTOR A MARTINELLI III
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	6 CHRISTINE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MCKEES ROCKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	15136
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4129225796
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2022-05-13T08:57:39-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	MYLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BERKMAN
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $384,166
Liabilities: $0
Net assets: $384,166
Revenue: $11,564
Expenses: $478
Net income: $11,086

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.11	$0.00	$4.11	$0.19	$0.01	$0.17
2021Detailed filing. Detailed filing data is available for this year.	$3.84	$0.00	$3.84	$0.12	$0.00	$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.73	$0.00	$3.73	$0.05	$0.38	$0.34