Civic Intelligence

The Berman Charitable Trust

990PF • Fiscal year 2014 • EIN 58-6195209

Apr 01, 2013 to Mar 31, 2014

Atlanta, GA
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

90th percentile

57%

Higher net margin than 90% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

72nd percentile

8.9%

Faster asset growth than 72% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

98%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$2,666,931

Up $217,480 (+8.9%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$383,556

Up $190,146 (+98%) from 2013

Expenses

Up

$166,076

Up $60,180 (+57%) from 2013

Net Income

Up

$217,480

Up $129,966 (+149%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,361,937Liabilities 2012: $02012Assets 2013: $2,449,451Liabilities 2013: $02013Assets 2014: $2,666,931Liabilities 2014: $02014Assets 2015: $3,324,855Liabilities 2015: $02015Assets 2020: $3,558,589Liabilities 2020: $02020Assets 2021: $3,693,033Liabilities 2021: $0Net Assets 2021: $3,693,0332021Assets 2022: $3,614,902Liabilities 2022: $0Net Assets 2022: $3,614,9022022Assets 2023: $3,660,297Liabilities 2023: $0Net Assets 2023: $3,660,2972023Assets 2024: $3,784,414Liabilities 2024: $0Net Assets 2024: $3,784,4142024Assets 2025: $3,995,600Liabilities 2025: $0Net Assets 2025: $3,995,6002025

Highlighted filing

2014

Assets$2,666,931
Liabilities$0
Net Assets-

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $305,046Expenses 2012: $129,941Net Income 2012: $175,1052012Revenue 2013: $193,410Expenses 2013: $105,896Net Income 2013: $87,5142013Revenue 2014: $383,556Expenses 2014: $166,076Net Income 2014: $217,4802014Revenue 2015: $875,910Expenses 2015: $217,986Net Income 2015: $657,9242015Revenue 2020: $222,465Expenses 2020: $244,947Net Income 2020: -$22,4822020Revenue 2021: $457,627Expenses 2021: $230,747Net Income 2021: $226,8802021Revenue 2022: $146,310Expenses 2022: $224,441Net Income 2022: -$78,1312022Revenue 2023: $387,443Expenses 2023: $283,006Net Income 2023: $104,4372023Revenue 2024: $391,114Expenses 2024: $266,997Net Income 2024: $124,1172024Revenue 2025: $515,120Expenses 2025: $290,925Net Income 2025: $224,1952025

Highlighted filing

2014

Revenue$383,556
Expenses$166,076
Net Income$217,480
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Apr 1, 2013 to Mar 31, 2014

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