Sol & Naomi Berman Charitable Foundation is a 501(c)(3) organization based in Pottstown, Pennsylvania, registered in 1965, with $40,426 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$40K
▲ 623.4% vs prior year
Expenses (FY2024)
$23K
Net assets
$150K
Employees
—
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 Sol & Naomi Berman Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Sol & Naomi Berman Charitable Foundation: 79 mo reserves · +44% margin earns a B+ on this criterion. See the exact thresholds →
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 Sol & Naomi Berman Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Sol & Naomi Berman Charitable Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $33K (FY2013) to $40K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
43.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$150K
Total liabilities
$0
Net assets
$150K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $40,426▲623% | $22,737▲68.7% | $149,720▲0.1% | $149,720▲0.1% | 990PF |
| 2023 | $5,588▼64.6% | $13,474▼67.8% | $149,577▲14.0% | $149,577▲14.0% | 990PF |
| 2022 | $15,781▼81.6% | $41,824▼1.7% | $131,174▼27.8% | $131,174▼27.8% | 990PF |
| 2021 | $85,541▲625% | $42,543▲11.0% | $181,758▲2.6% | $181,758▲2.6% | 990PF |
| 2020 | $11,795▲267% | $38,332▲102% | $177,194▼7.5% | $177,194▼7.5% | 990PF |
| 2019 | $3,217▼58.9% | $18,970▲0.2% | $191,570▲18.2% | $191,570▲18.2% | 990PF |
| 2018 | $7,820▼77.4% | $18,926▼10.0% | $162,106▼15.4% | $162,106▼15.4% | 990PF |
| 2017 | $34,671▲53.3% | $21,030▼0.8% | $191,716▼8.0% | $191,716▼8.0% | 990PF |
| 2016 | $22,610▼11.8% | $21,204▼62.1% | $208,374▲2.7% | $208,374▲2.7% | 990PF |
| 2015 | $25,636▼34.7% | $55,921▼9.1% | $202,916▼26.9% | $202,916▼26.9% | 990PF |
| 2014 | $39,266▲17.7% | $61,545▲133% | $277,660▼9.3% | $277,660▼9.3% | 990PF |
| 2013 | $33,375 | $26,435 | $306,291▲8.7% | $306,291▲8.7% | 990PF |
| 2011 | — | $0▼100% | $281,674▲2.7% | $281,674▲2.7% | 990PF |
| 2010 | — | $9,500 | $274,174 | $274,174 | 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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Data for Sol & Naomi Berman Charitable Foundation (EIN 23-6289693) 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.