Civic Intelligence

Richard N Berman Foundation

990PF • Fiscal year 2015 • EIN 45-0634038

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 19, 2016

742 Fox Hollow RoadLower Gwynedd, PA 19002

(215) 646-1102

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

95th percentile

172%

Faster asset growth than 95% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

628%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$317,865

Up $201,041 (+172%) from 2014

Net Assets

Up

$317,865

Up $201,041 (+172%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$211,381

Up $182,333 (+628%) from 2014

Expenses

Down

$10,340

Down $15,067 (-59%) from 2014

Net Income

Up

$201,041

Up $197,400 (+5422%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $111,591Liabilities 2011: $0Net Assets 2011: $111,5912011Assets 2012: $116,144Liabilities 2012: $0Net Assets 2012: $116,1442012Assets 2013: $113,193Liabilities 2013: $0Net Assets 2013: $113,1932013Assets 2014: $116,824Liabilities 2014: $0Net Assets 2014: $116,8242014Assets 2015: $317,865Liabilities 2015: $0Net Assets 2015: $317,8652015Assets 2016: $299,514Liabilities 2016: $0Net Assets 2016: $299,5142016Assets 2017: $381,425Liabilities 2017: $0Net Assets 2017: $381,4252017Assets 2018: $381,498Liabilities 2018: $0Net Assets 2018: $381,4982018Assets 2019: $390,560Liabilities 2019: $0Net Assets 2019: $390,5602019Assets 2020: $389,110Liabilities 2020: $0Net Assets 2020: $389,1102020Assets 2021: $462,271Liabilities 2021: $0Net Assets 2021: $462,2712021Assets 2022: $441,452Liabilities 2022: $0Net Assets 2022: $441,4522022Assets 2023: $462,051Liabilities 2023: $0Net Assets 2023: $462,0512023Assets 2024: $518,058Liabilities 2024: $17,300Net Assets 2024: $500,7582024

Highlighted filing

2015

Assets$317,865
Liabilities$0
Net Assets$317,865

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $1602011Expenses 2012: $11,9502012Revenue 2013: $2,064Expenses 2013: $5,015Net Income 2013: -$2,9512013Revenue 2014: $29,048Expenses 2014: $25,407Net Income 2014: $3,6412014Revenue 2015: $211,381Expenses 2015: $10,340Net Income 2015: $201,0412015Revenue 2016: $2,466Expenses 2016: $20,817Net Income 2016: -$18,3512016Revenue 2017: $100,316Expenses 2017: $18,405Net Income 2017: $81,9112017Revenue 2018: $38,213Expenses 2018: $38,184Net Income 2018: $292018Revenue 2019: $34,746Expenses 2019: $25,684Net Income 2019: $9,0622019Revenue 2020: $35,041Expenses 2020: $23,196Net Income 2020: $11,8452020Revenue 2021: $147,710Expenses 2021: $58,669Net Income 2021: $89,0412021Revenue 2022: $54,509Expenses 2022: $56,863Net Income 2022: -$2,3542022Revenue 2023: $100,610Expenses 2023: $48,900Net Income 2023: $51,7102023Revenue 2024: $91,331Expenses 2024: $52,070Net Income 2024: $39,2612024

Highlighted filing

2015

Revenue$211,381
Expenses$10,340
Net Income$201,041
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 19, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARYN R BERMANManaging Trustee-$0--
MATTHEW BERMANManaging Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Richard N Berman Foundation
EIN
45-0634038
Phone
2156461102
Address
742 FOX HOLLOW ROAD, LOWER GWYNEDD, PA 19002

Signing Officer

Name
Sharyn R Berman
Title
Trustee
Phone
2156461102
Signed
2016-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Lg Legacy Group LLC
Address
715 TWINING ROAD SUITE 214, DRESHER, PA 19025
Preparer
Linda Guendelsberger CPA
Phone
2675408077
Raw XML Appendix312 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/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0420 LEXINGTON AVE 226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1232 GREEN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOLMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119043
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
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/AppliedToCurrentYearAmt07500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09446
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01946
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04156
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01946
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02210
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02210
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02210
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04156
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SHARYN BERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0742 FOX HOLLOW ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOWER GWYNEDD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019002
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0206446
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0206446
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc04280 SHARES OF DORMAN STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ML FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0540
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0540
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARYN R BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02156461102
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD N BERMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0450634038
ReturnHeader/Filer/PhoneNum02156461102
ReturnHeader/Filer/USAddress/AddressLine1Txt0742 FOX HOLLOW ROAD
ReturnHeader/Filer/USAddress/CityNm0LOWER GWYNEDD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019002
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463435680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LG LEGACY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0715 TWINING ROAD SUITE 214
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DRESHER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019025
ReturnHeader/PreparerPersonGrp/PhoneNum02675408077
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA GUENDELSBERGER CPA
ReturnHeader/ReturnTs02016-10-10T13:10:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.18$0.17$5.01$0.91$0.52$0.39
2023Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$1.01$0.49$0.52
2022Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.55$0.57$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$1.48$0.59$0.89
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.35$0.23$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.35$0.26$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.38$0.38$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$1.00$0.18$0.82
2016Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.02$0.21$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$2.11$0.10$2.01
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.29$0.25$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.02$0.05$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.00