Civic Intelligence

Harold & Muriel Berkman Charitable

EIN 46-5520735 • Lakewood Ranch, FL

17031 Kenton Trace TerLakewood Ranch, FL 34202
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

41st percentile

-3.2%

Higher net margin than 41% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$3,500

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

<$500k nonprofits • Source year 2022

Asset Growth

49th percentile

-2.5%

Faster asset growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$12,822

Down $66,619 (-84%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$12,822

Down $66,619 (-84%) from 2023

Revenue

Up

$157,134

Up $95,134 (+153%) from 2023

Expenses

Up

$223,753

Up $159,742 (+250%) from 2023

Net Income

Down

-$66,619

Down $64,608 (-3213%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $57,635Liabilities 2014: $02014Assets 2015: $91,817Liabilities 2015: $02015Assets 2019: $82,076Liabilities 2019: $0Net Assets 2019: $82,0762019Assets 2020: $112,452Liabilities 2020: $0Net Assets 2020: $112,4522020Assets 2021: $117,353Liabilities 2021: $0Net Assets 2021: $117,3532021Assets 2022: $81,452Liabilities 2022: $0Net Assets 2022: $81,4522022Assets 2023: $79,441Liabilities 2023: $0Net Assets 2023: $79,4412023Assets 2024: $12,822Liabilities 2024: $0Net Assets 2024: $12,8222024

Latest loaded filing

2024

Assets$12,822
Liabilities$0
Net Assets$12,822

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $91,643Expenses 2014: $34,008Net Income 2014: $57,6352014Revenue 2015: $91,321Expenses 2015: $57,139Net Income 2015: $34,1822015Revenue 2019: $91,078Expenses 2019: $100,445Net Income 2019: -$9,3672019Revenue 2020: $61,382Expenses 2020: $31,006Net Income 2020: $30,3762020Revenue 2021: $90,042Expenses 2021: $85,141Net Income 2021: $4,9012021Revenue 2022: $54,016Expenses 2022: $89,917Net Income 2022: -$35,9012022Revenue 2023: $62,000Expenses 2023: $64,011Net Income 2023: -$2,0112023Revenue 2024: $157,134Expenses 2024: $223,753Net Income 2024: -$66,6192024

Latest loaded filing

2024

Revenue$157,134
Expenses$223,753
Net Income-$66,619

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 16, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barry J Babin PhDDirector-$2,000-$2,000
Nina Krey Ph DDirector-$1,500-$1,500
Stuart BerryDirector-$1,250-$1,250
Laurie Babin PhDDirector-$1,000-$1,000
Julie Moulard PhDDirector-$500-$500
Steve HortonDirector-$500-$500
David Ortinau PhdDirector-$500-$500
Karen A Berkman PhDPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Scholarship Award-VARIOUS, FL, US$50,000
Paid Grant-Research Grants Awards-Various, FL, US$6,000
Filing and Contact Details

Filer

Filer Name
Harold & Muriel Berkman Charitable
EIN
46-5520735
Phone
5619684539
Address
17031 Kenton Trace Ter, Lakewood Ranch, FL 34202

Signing Officer

Name
Karen A Berkman PhD
Title
Director
Phone
5619684539
Signed
2026-03-16
Discuss with paid preparer
Yes

Preparer

Firm
H&co Llp
Address
2320 Ponce De Leon Blvd, Coral Gables, FL 33134
Preparer
Zahim Paez
Phone
3054448800
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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/StatementsRegardingActyGrp/WebsiteAddressTxt0www.berkmanfoundation.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Scholarship awards - the organization awarded 49 $1,000 scholarships to college students pursuing studies in the field of marketing. Preference was given to students that had served in the military, in particular to those that had been wounded while serving. The program received over 700 completed applications from students attending approximately 30 different colleges and universities.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Research grants - the organization awarded 2 grants totaled $6,000 to professors in the department of marketing of various colleges and universities.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt013819
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01658
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Applications can be filed electronically at www.berkmanfoundation.org.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1Applications can be filed electronically at www.berkmanfoundation.org.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Karen A Berkman PhD President
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1Karen A Berkman PhD President
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05619684539
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum15619684539
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt017031 Kenton Trace Ter
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt117031 Kenton Trace Ter
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Lakewood Ranch
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1Lakewood Ranch
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd134202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The foundation will award approximately 45 to 55 $1,000 Scholarships. Scholarships are generally limited to US citizens attending accredited universities and pursuing a graduate or undergraduate degree in marketing. Particular interest is given to supporting the education of U.S. veterans,the Foundation seeks to award scholarships and specially seeks students holding a Combat Infantry Badge, who have suffered serious injury due to combat action (such as a missing limb), received a Purple Heart, served or continue to serve with honor and distinction, and were honorably discharged from military service. Candidates pursuing scholarships on the latter basis need not be majoring in marketing or business as a condition of candidacy for scholarship.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1The foundation will award research grants to accredited Departments of Marketing in Colleges of Business. Tenured and near tenured faculty can apply for a research grant up to $3,000.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Applications accepted May 1, 2025 to August 31, 2025
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt1Applications accepted May 1, 2025 to August 31, 2025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship Award
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Research Grants Awards
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Research Grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134202
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt056000
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/AppliedToCurrentYearAmt01204
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0214028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt055844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt069960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt073646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024253
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024253
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0468274
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt054796
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0214028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt055844
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt069960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt073646
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt054796
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0492527
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0437731
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Karen Berkman
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt040 Horsefeather Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Hendersonville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028792
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt093266
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Licenses & Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Administration Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26658
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen A Berkman PhD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05619684539
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Harold & Muriel Berkman Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0465520735
ReturnHeader/Filer/PhoneNum05619684539
ReturnHeader/Filer/USAddress/AddressLine1Txt017031 Kenton Trace Ter
ReturnHeader/Filer/USAddress/CityNm0Lakewood Ranch
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472427769
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H&CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02320 Ponce De Leon Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coral Gables
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum03054448800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Zahim Paez
ReturnHeader/ReturnTs02026-03-16T09:04:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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