Civic Intelligence

Berman Charitable Trust

990PF • Fiscal year 2020 • EIN 94-2940733

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization Profile
5410 Edson Lane No 220Rockville, MD 20852

(301) 816-1555

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.45x

Higher debt load relative to assets than 72% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

12.52x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

33rd percentile

1.1%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$30,182,453

Up $332,060 (+1.1%) from 2019

Net Assets

Up

$16,649,799

Up $114,202 (+0.7%) from 2019

Liabilities

Up

$13,532,654

Up $217,858 (+1.6%) from 2019

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin67th percentile

Revenue

Down

$1,080,739

Down $6,342,468 (-85%) from 2019

Expenses

Up

$936,298

Up $43,586 (+4.9%) from 2019

Net Income

Down

$144,441

Down $6,386,054 (-98%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$40M$30M$20M$10M$0Assets 2011: $12,407,284Liabilities 2011: $460,5802011Assets 2012: $11,862,121Liabilities 2012: $608,5932012Assets 2013: $10,490,179Liabilities 2013: $5,3422013Assets 2014: $8,771,211Liabilities 2014: $641,9832014Assets 2015: $11,908,312Liabilities 2015: $390,7762015Assets 2016: $11,901,690Liabilities 2016: $373,813Net Assets 2016: $11,527,8772016Assets 2018: $11,131,444Liabilities 2018: $503,849Net Assets 2018: $10,627,5952018Assets 2019: $29,850,393Liabilities 2019: $13,314,796Net Assets 2019: $16,535,5972019Assets 2020: $30,182,453Liabilities 2020: $13,532,654Net Assets 2020: $16,649,7992020Assets 2021: $29,928,544Liabilities 2021: $11,824,064Net Assets 2021: $18,104,4802021Assets 2022: $30,636,625Liabilities 2022: $11,975,078Net Assets 2022: $18,661,5472022Assets 2023: $30,161,723Liabilities 2023: $11,611,078Net Assets 2023: $18,550,6452023Assets 2024: $29,928,104Liabilities 2024: $9,709,941Net Assets 2024: $20,218,1632024

Highlighted filing

2020

Assets$30,182,453
Liabilities$13,532,654
Net Assets$16,649,799
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $126,983Expenses 2011: $513,991Net Income 2011: -$387,0082011Revenue 2012: -$790,328Expenses 2012: $1,042,962Net Income 2012: -$1,833,2902012Revenue 2013: $719,789Expenses 2013: $1,281,947Net Income 2013: -$562,1582013Revenue 2014: $444,480Expenses 2014: $1,946,927Net Income 2014: -$1,502,4472014Revenue 2015: $4,014,564Expenses 2015: $1,371,578Net Income 2015: $2,642,9862015Revenue 2016: $1,149,538Expenses 2016: $1,247,353Net Income 2016: -$97,8152016Revenue 2018: $708,521Expenses 2018: $799,061Net Income 2018: -$90,5402018Revenue 2019: $7,423,207Expenses 2019: $892,712Net Income 2019: $6,530,4952019Revenue 2020: $1,080,739Expenses 2020: $936,298Net Income 2020: $144,4412020Revenue 2021: $2,296,522Expenses 2021: $841,841Net Income 2021: $1,454,6812021Revenue 2022: $1,492,816Expenses 2022: $919,524Net Income 2022: $573,2922022Revenue 2023: $675,423Expenses 2023: $785,075Net Income 2023: -$109,6522023Revenue 2024: $2,309,349Expenses 2024: $640,779Net Income 2024: $1,668,5702024

Highlighted filing

2020

Revenue$1,080,739
Expenses$936,298
Net Income$144,441
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS BERMANTrustee-$0--
VICKI BERMANTrustee-$0--
STEPHEN L BERMANTrustee-$0--
LARRY P BORMELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Berman Charitable Trust
EIN
94-2940733
Phone
3018161555
Address
5410 EDSON LANE NO 220, ROCKVILLE, MD 20852

Signing Officer

Name
Dennis Berman
Title
Trustee
Phone
3018161555
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Bormel Grice & Huyett Pa
Address
14409 GREENVIEW DR STE 201, LAUREL, MD 20708-3293
Preparer
Larry P Bormel CPA
Phone
3019533259
Raw XML AppendixShowing 400 of 680 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PRUDENT CAPITAL II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22,000.000 SHS CAMDEN PROPERTY TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3615.000 SHS CITIGROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GLENDALE CALIF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc55,000.000 SHS NATIONAL RETAIL PROPERTIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc63,333.000 SHS NUVEEN CREDIT STRAT INC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc76,666.000 SHS PIMCO HIGH INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91,740.000 SHS SPDR GOLD SHARES ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CHICAGO IL MIDW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc124,681.000 SHS FEDERAL REALTY INVT TR REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GLENDALE CA RDA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14UNIV CALIF REG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15TZG-SACHS EMPIRE LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16T-MOBILE US INC RIGHTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0355202
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0144441
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt090997
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt060758
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016740796
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016535597
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016649799
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0550931
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0550931
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0550931
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0561538
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010607
IRS990PF/DistributableAmountGrp/TotalTaxAmt010607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt09000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt021000
IRS990PF/FMVAssetsEOYAmt021219507
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt063305
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt058832
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt058832
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05197544
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05038449
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06156713
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt014397
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt05618985
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt05604588
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt05588235
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt018414201
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt017532549
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07448604
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt013314796
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt013532654
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016535597
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt016649799
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05613204
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01628728
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01628728
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt029850393
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt030182453
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021219507
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt013314796
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt013532654
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt029850393
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt030182453
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016535597
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016649799
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0562139
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0319307
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0338395
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt013532654
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011401780
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05710095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06187500
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0171027
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt013036839
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0561538
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011230753
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt024934434
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DENNIS BERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1VICKI BERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEPHEN L BERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LARRY P BORMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05410 EDSON LANE SUITE 220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16319 TILDEN LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24565 BARBERA ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt314409 GREENVIEW DRIVE 201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROCKVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ROCKVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2RICHLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LAUREL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020852
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120852
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd299352
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd320708
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0716000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0716000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0716000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DENNIS BERMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05410 EDSON LANE 220
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROCKVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020852
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03018161555
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,182,453
Liabilities
$13,532,654
Net assets
$16,649,799
Revenue
$1,080,739
Expenses
$936,298
Net income
$144,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.9$9.71$20.2$2.31$0.64$1.67
2023Detailed filing. Detailed filing data is available for this year.$30.2$11.6$18.6$0.68$0.79$0.11
2022Detailed filing. Detailed filing data is available for this year.$30.6$12.0$18.7$1.49$0.92$0.57
2021Detailed filing. Detailed filing data is available for this year.$29.9$11.8$18.1$2.30$0.84$1.45
2020Detailed filing. Detailed filing data is available for this year.$30.2$13.5$16.6$1.08$0.94$0.14
2019Detailed filing. Detailed filing data is available for this year.$29.9$13.3$16.5$7.42$0.89$6.53
2018Detailed filing. Detailed filing data is available for this year.$11.1$0.50$10.6$0.71$0.80$0.09
2016Detailed filing. Detailed filing data is available for this year.$11.9$0.37$11.5$1.15$1.25$0.10
2015Summary only. Only limited summary data is available for this year.$11.9$0.39$4.01$1.37$2.64
2014Summary only. Only limited summary data is available for this year.$8.77$0.64$0.44$1.95$1.50
2013Summary only. Only limited summary data is available for this year.$10.5$0.01$0.72$1.28$0.56
2012Summary only. Only limited summary data is available for this year.$11.9$0.61$0.79$1.04$1.83
2011Summary only. Only limited summary data is available for this year.$12.4$0.46$0.13$0.51$0.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $25M-$50M nonprofits