Civic Intelligence

The Berstein Family Foundation

EIN 38-7217316 • Radnor, PA

Refreshing map…

31 Northwoods RoadRadnor, PA 19087
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

47th percentile

4.1%

Higher net margin than 47% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

39th percentile

0.8%

Faster asset growth than 39% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

401%

Faster revenue growth than 96% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,516,739

Up $45,018 (+0.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$5,516,739

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin47th percentile

Revenue

Up

$1,701,739

Up $1,361,956 (+401%) from 2023

Expenses

Down

$1,632,655

Down $203,288 (-11%) from 2023

Net Income

Up

$69,084

Up $1,565,244 (+105%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2019: $9,660,865Liabilities 2019: $02019Assets 2020: $8,973,732Liabilities 2020: $1Net Assets 2020: $8,973,7322020Assets 2021: $8,602,860Liabilities 2021: $1Net Assets 2021: $8,602,8602021Assets 2022: $6,947,961Liabilities 2022: $6,775Net Assets 2022: $6,941,1862022Assets 2023: $5,471,721Liabilities 2023: $12023Assets 2024: $5,516,739Liabilities 2024: $0Net Assets 2024: $5,516,7392024

Highlighted filing

2024

Assets$5,516,739
Liabilities$0
Net Assets$5,516,739
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2019: $399,384Expenses 2019: $820,342Net Income 2019: -$420,9582019Revenue 2020: $980,017Expenses 2020: $1,355,710Net Income 2020: -$375,6932020Revenue 2021: $1,445,354Expenses 2021: $1,643,387Net Income 2021: -$198,0332021Revenue 2022: $957,057Expenses 2022: $2,153,530Net Income 2022: -$1,196,4732022Revenue 2023: $339,783Expenses 2023: $1,835,943Net Income 2023: -$1,496,1602023Revenue 2024: $1,701,739Expenses 2024: $1,632,655Net Income 2024: $69,0842024

Highlighted filing

2024

Revenue$1,701,739
Expenses$1,632,655
Net Income$69,084
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,516,739
Liabilities
$0
Net assets
$5,516,739
Revenue
$1,701,739
Expenses
$1,632,655
Net income
$69,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$1.70$1.63$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$0.34$1.84$1.50
2022Detailed filing. Detailed filing data is available for this year.$6.95$0.01$6.94$0.96$2.15$1.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.60$0.00$8.60$1.45$1.64$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.97$0.00$8.97$0.98$1.36$0.38
2019Summary only. Only limited summary data is available for this year.$9.66$0.00$0.40$0.82$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH H BERSTEINTrustee-$0--
JEFFREY BERSTEINTrustee-$0--
DANA BERSTEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Berstein Family Foundation
EIN
38-7217316
Phone
6102125329
Address
31 NORTHWOODS ROAD, RADNOR, PA 19087

Signing Officer

Name
Jeffrey Berstein
Title
Trustee
Phone
6102125329
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
130 NORTH 18TH STREET SUITE 3000, PHILADELPHIA, PA 19103-2757
Preparer
William Burns
Phone
2158818800
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