Civic Intelligence

Berman Charitable Foundation Inc.

990PF • Fiscal year 2017 • EIN 63-1229394

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 19, 2018

700 12th Ave S Unit 1212Nashville, TN 37203-3432

(931) 962-1060

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

14th percentile

-27%

Higher net margin than 14% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$28,980

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

33rd percentile

-1.2%

Faster asset growth than 33% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

12%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$4,132,853

Down $52,242 (-1.2%) from 2016

Net Assets

Down

$4,132,853

Down $52,242 (-1.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$191,115

Up $20,285 (+12%) from 2016

Expenses

Down

$243,357

Down $44,014 (-15%) from 2016

Net Income

Up

-$52,242

Up $64,299 (+55%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,214,159Liabilities 2010: $0Net Assets 2010: $4,214,1592010Assets 2011: $4,028,659Liabilities 2011: $12011Assets 2012: $3,913,609Liabilities 2012: $0Net Assets 2012: $3,913,6092012Assets 2013: $4,723,392Liabilities 2013: $0Net Assets 2013: $4,723,3922013Assets 2014: $4,581,363Liabilities 2014: $0Net Assets 2014: $4,581,3632014Assets 2015: $4,301,636Liabilities 2015: $0Net Assets 2015: $4,301,6362015Assets 2016: $4,185,095Liabilities 2016: $0Net Assets 2016: $4,185,0952016Assets 2017: $4,132,853Liabilities 2017: $0Net Assets 2017: $4,132,8532017Assets 2018: $4,166,111Liabilities 2018: $0Net Assets 2018: $4,166,1112018Assets 2019: $4,275,879Liabilities 2019: $0Net Assets 2019: $4,275,8792019Assets 2020: $4,152,037Liabilities 2020: $0Net Assets 2020: $4,152,0372020Assets 2021: $4,233,172Liabilities 2021: $0Net Assets 2021: $4,233,1722021Assets 2022: $4,149,230Liabilities 2022: $0Net Assets 2022: $4,149,2302022Assets 2023: $4,084,952Liabilities 2023: $0Net Assets 2023: $4,084,9522023Assets 2024: $4,066,102Liabilities 2024: $0Net Assets 2024: $4,066,1022024

Highlighted filing

2017

Assets$4,132,853
Liabilities$0
Net Assets$4,132,853

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $302,1332010Revenue 2011: $109,246Expenses 2011: $294,746Net Income 2011: -$185,5002011Expenses 2012: $277,2772012Revenue 2013: $1,096,943Expenses 2013: $287,160Net Income 2013: $809,7832013Revenue 2014: $158,519Expenses 2014: $300,548Net Income 2014: -$142,0292014Revenue 2015: -$20,559Expenses 2015: $259,168Net Income 2015: -$279,7272015Revenue 2016: $170,830Expenses 2016: $287,371Net Income 2016: -$116,5412016Revenue 2017: $191,115Expenses 2017: $243,357Net Income 2017: -$52,2422017Revenue 2018: $236,225Expenses 2018: $202,967Net Income 2018: $33,2582018Revenue 2019: $430,514Expenses 2019: $320,746Net Income 2019: $109,7682019Revenue 2020: $199,948Expenses 2020: $323,790Net Income 2020: -$123,8422020Revenue 2021: $407,795Expenses 2021: $326,660Net Income 2021: $81,1352021Revenue 2022: $254,219Expenses 2022: $338,161Net Income 2022: -$83,9422022Revenue 2023: $260,034Expenses 2023: $324,312Net Income 2023: -$64,2782023Revenue 2024: $293,043Expenses 2024: $311,893Net Income 2024: -$18,8502024

Highlighted filing

2017

Revenue$191,115
Expenses$243,357
Net Income-$52,242
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 19, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEANNE H ROBINSONExec DirectorPT$28,980-$28,980
DAVE PROSSERTreasurerPT$16,254-$16,254
ANNE H NORREDPresidentPT$14,490-$14,490
WILLIAM H AGEESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Berman Charitable Foundation Inc
EIN
63-1229394
Phone
9319621060
Address
700 12TH AVE S UNIT 1212, NASHVILLE, TN 37203-3432

Signing Officer

Name
Dave Prosser
Title
Treasurer
Phone
9319621060
Signed
2018-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Lyons & Morgan Pc
Address
105 MAE STREET, CENTRE, AL 35960
Preparer
Wallace E Lyons
Phone
2569275431
Raw XML AppendixShowing 400 of 450 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/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt029366
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011747
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt041251
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt047701
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt082364
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011747
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt041251
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt095944
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0130065
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt010200
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt022200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt012000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt063553
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0100% INTEREST IN CALHOUN MGMT, LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt063553
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMINISTRATIVE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0163

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.29$0.31$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.26$0.32$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.25$0.34$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.41$0.33$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.20$0.32$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.43$0.32$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.24$0.20$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.19$0.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.17$0.29$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.02$0.26$0.28
2014Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.16$0.30$0.14
2013Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$1.10$0.29$0.81
2012Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.28
2011Summary only. Only limited summary data is available for this year.$4.03$0.00$0.11$0.29$0.19
2010Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.30