Harold & Muriel Berkman Charitable Foundation Inc
Only null% goes to programs Growing revenue
Harold & Muriel Berkman Charitable Foundation Inc is a 501(c)(3) organization based in Lakewood Ranch, Florida, registered in 2014, with $93,266 in FY2025 revenue. CharityIndex grades it B.
17031 Kenton Trace Ter, Lakewood Ranch, FL, 34202 EIN 46-5520735 Since 2014
Revenue (FY2025)
$93K
▼ 40.6% vs prior year
Human Services median: $293K
Expenses (FY2025)
$71K
Net assets
$35K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Harold & Muriel Berkman Charitable Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating6 mo reserves · +23% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Harold & Muriel Berkman Charitable Foundation Inc: 6 mo reserves · +23% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Harold & Muriel Berkman Charitable Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Harold & Muriel Berkman Charitable Foundation Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 17031 Kenton Trace Ter, Lakewood Ranch, FL, 34202
- City
- Lakewood Ranch
- State
- Florida
- Category
- Human Services
- Subcategory
- Human Services
- Website
- …
Financial trends
Revenue grew from $91K (FY2019) to $93K (FY2025) across 7 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $35K
Operating margin
23.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$35K
Total liabilities
$0
Net assets
$35K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $93,266▼40.6% | $71,477▼68.1% | $34,611▲170% | $34,611▲170% | 990PF |
| 2024 | $157,134▲153% | $223,753▲250% | $12,822▼83.9% | $12,822▼83.9% | 990PF |
| 2023 | $62,000▲14.8% | $64,011▼28.8% | $79,441▼2.5% | $79,441▼2.5% | 990PF |
| 2022 | $54,016▼40.0% | $89,917▲5.6% | $81,452▼30.6% | $81,452▼30.6% | 990PF |
| 2021 | $90,042▲46.7% | $85,141▲175% | $117,353▲4.4% | $117,353▲4.4% | 990PF |
| 2020 | $61,382▼32.6% | $31,006▼69.1% | $112,452▲37.0% | $112,452▲37.0% | 990PF |
| 2019 | $91,078 | $100,445 | $82,076 | $82,076 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Harold & Muriel Berkman Charitable Foundation Inc a legitimate nonprofit?
- Yes. Harold & Muriel Berkman Charitable Foundation Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 46-5520735, based in Lakewood Ranch, Florida. Donations are tax-deductible.
- What is Harold & Muriel Berkman Charitable Foundation Inc's EIN?
- Harold & Muriel Berkman Charitable Foundation Inc's Employer Identification Number (EIN) is 46-5520735.
- How much revenue does Harold & Muriel Berkman Charitable Foundation Inc report?
- Harold & Muriel Berkman Charitable Foundation Inc reported $93,266 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does Harold & Muriel Berkman Charitable Foundation Inc have?
- CharityIndex grades Harold & Muriel Berkman Charitable Foundation Inc B, based on financial health (reserves and operating margin).
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Data for Harold & Muriel Berkman Charitable Foundation Inc (EIN 46-5520735) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.