Civic Intelligence

Irwin R Berman 2014 Charitable Trust

990PF • Fiscal year 2014 • EIN 47-6398528

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
300 Main StSt Simons Island, GA 31522

(646) 283-1115

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

$299,189

No earlier filing loaded for comparison.

Net Assets

$299,189

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin100th percentile

Revenue

$300,121

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$300,121

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2014: $299,189Liabilities 2014: $0Net Assets 2014: $299,1892014Assets 2015: $302,347Liabilities 2015: $0Net Assets 2015: $302,3472015Assets 2016: $306,019Liabilities 2016: $0Net Assets 2016: $306,0192016Assets 2017: $7,736Liabilities 2017: $3Net Assets 2017: $7,7332017

Highlighted filing

2014

Assets$299,189
Liabilities$0
Net Assets$299,189
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2014: $300,121Expenses 2014: $0Net Income 2014: $300,1212014Revenue 2015: $8,216Expenses 2015: $5,411Net Income 2015: $2,8052015Revenue 2016: $1,609Expenses 2016: $475Net Income 2016: $1,1342016Revenue 2017: $53,106Expenses 2017: $351,392Net Income 2017: -$298,2862017

Highlighted filing

2014

Revenue$300,121
Expenses$0
Net Income$300,121
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRWIN R BERMANTrustee-$0--
EUGENE KELLYTrustee-$0--
LAURA A BERMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Irwin R Berman 2014 Charitable Trust
EIN
47-6398528
Phone
6462831115
Address
300 MAIN ST, ST SIMONS ISLAND, GA 31522

Signing Officer

Name
Eugene Kelly
Title
Trustee
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Cooper & Lehmann Llp
Address
10749 Falls Rd Ste 202, LUTHERVILLE TIMONIUM, MD 21093
Preparer
David C Lehmann
Phone
4105835540
Raw XML Appendix179 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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OtherDecreasesSchedule/OtherDecreasesDetail/Amt0850
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0filing fees
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENE KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRWIN R BERMAN 2014 CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IRWI
ReturnHeader/Filer/EIN0476398528
ReturnHeader/Filer/PhoneNum06462831115
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0ST SIMONS ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd031522
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010749 Falls Rd Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUTHERVILLE TIMONIUM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021093
ReturnHeader/PreparerPersonGrp/PhoneNum04105835540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C LEHMANN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-08T09:46:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$299,189
Liabilities
$0
Net assets
$299,189
Revenue
$300,121
Expenses
$0
Net income
$300,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.53$3.51$2.98
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.02$0.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.08$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$3.00$0.00$3.00