Civic Intelligence

Irwin R Berman 2014 Charitable Trust

990PF • Fiscal year 2016 • EIN 47-6398528

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 30, 2017

Organization Profile
PO Box 20837St Simons Island, GA 31522

(410) 583-5540

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

1.2%

Faster asset growth than 52% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-80%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$306,019

Up $3,672 (+1.2%) from 2015

Net Assets

Up

$306,019

Up $3,672 (+1.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

Down

$1,609

Down $6,607 (-80%) from 2015

Expenses

Down

$475

Down $4,936 (-91%) from 2015

Net Income

Down

$1,134

Down $1,671 (-60%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2016

Assets$306,019
Liabilities$0
Net Assets$306,019
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

2016

Revenue$1,609
Expenses$475
Net Income$1,134
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 30, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Irwin R Berman 2014 Charitable Trust
EIN
47-6398528
Phone
4105835540
Address
PO BOX 20837, ST SIMONS ISLAND, GA 31522

Signing Officer

Name
Irwin R Berman
Title
Trustee
Signed
2017-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Cooper & Lehmann Llp
Address
106 OLD COURT ROAD STE 202, PIKESVILLE, MD 21208
Preparer
David C Lehmann
Phone
4105835540
Raw XML Appendix214 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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0315359
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt024339
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04730
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0IRWIN R BERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURA A BERMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12648 NORTH RACINE
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02127089303
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0475
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IRWIN R BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRWIN R BERMAN 2014 CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IRWI
ReturnHeader/Filer/EIN0476398528
ReturnHeader/Filer/PhoneNum04105835540
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 20837
ReturnHeader/Filer/USAddress/CityNm0ST SIMONS ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd031522
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOPER & LEHMANN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0106 OLD COURT ROAD STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PIKESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021208
ReturnHeader/PreparerPersonGrp/PhoneNum04105835540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C LEHMANN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-30T09:01:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,019
Liabilities
$0
Net assets
$306,019
Revenue
$1,609
Expenses
$475
Net income
$1,134
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