Civic Intelligence

Lawrence H Bernstein Foundation Trust

990PF • Fiscal year 2013 • EIN 04-6773334

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization Profile
121 Frenchs RoadWoodstock, VT 05091

(802) 457-8169

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

41st percentile

-2.1%

Faster asset growth than 41% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

90th percentile

73%

Faster revenue growth than 90% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$16,971

Down $365 (-2.1%) from 2012

Net Assets

$16,971

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Up

$1,510

Up $635 (+73%) from 2012

Expenses

Up

$1,875

Up $1,350 (+257%) from 2012

Net Income

Down

-$365

Down $715 (-204%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$20K$15K$10K$5.0K$0Assets 2010: $19,492Liabilities 2010: $0Net Assets 2010: $19,4922010Assets 2011: $16,986Liabilities 2011: $0Net Assets 2011: $16,9862011Assets 2012: $17,336Liabilities 2012: $12012Assets 2013: $16,971Liabilities 2013: $0Net Assets 2013: $16,9712013Assets 2014: $17,990Liabilities 2014: $0Net Assets 2014: $17,9902014Assets 2015: $1,050Liabilities 2015: $0Net Assets 2015: $1,0502015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2013

Assets$16,971
Liabilities$0
Net Assets$16,971
Open 2013 Filing

Operations Trend

Revenue Growth90th percentile

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

$50K$0-$50KExpenses 2010: $8592010Expenses 2011: $3,2602011Revenue 2012: $875Expenses 2012: $525Net Income 2012: $3502012Revenue 2013: $1,510Expenses 2013: $1,875Net Income 2013: -$3652013Revenue 2014: $1,622Expenses 2014: $535Net Income 2014: $1,0872014Revenue 2015: $1,218Expenses 2015: $49,035Net Income 2015: -$47,8172015Revenue 2016: $0Expenses 2016: $1,050Net Income 2016: -$1,0502016

Highlighted filing

2013

Revenue$1,510
Expenses$1,875
Net Income-$365
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE H BERNSTEINTrustee-$0--
Filing and Contact Details

Filer

EIN
04-6773334
Phone
8024578169

Signing Officer

Name
Lawrence Bernstein
Title
Trustee
Phone
8024578169
Signed
2014-05-15

Preparer

Preparer
Janice C Graham CPA
Phone
8024574644
Raw XML Appendix212 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.

Path#Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0ATTACHMENT TO FORM PC, PAGE 4, LINE 18
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0INDIVIDUAL RESPONSIBLE FOR CUSTODY OF FUNDS: ROBERT MANN, 146 CLIFFORD ST PROVIDENCE RI 02903 INDIVIDUAL RESPONSIBLE FOR DISBURSEMENT OF FUNDS/AUTHORIZED TO SIGN CHECKS: LAWRENCE H. BERNSTEIN, 3204 FRENCH'S ROAD, WOODSTOCK VT 05091 INDIVIDUAL RESPONSIBLE FOR FUND RAISING: LAWRENCE H. BERNSTEIN, 3204 FRENCH'S ROAD, WOODSTOCK VT 05091 INDIVIDUAL RESPONSIBLE FOR CUSTODY OF FINANCIAL RECORDS: ROBERT MANN, 146 CLIFFORD ST PROVIDENCE RI 02903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt029348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt122145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Exxon Mobil Corp: 290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Monsanto Co New COM: 190
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01875
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-20
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020
IRS990PF/FMVAssetsEOYAmt058736
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09728
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09728
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07608
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07243
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017336
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016971
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017336
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt017336
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt054714
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07426
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt047288
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0821
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02695
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt053893
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt054714
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LAWRENCE H BERNSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10121 FRENCHS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0WOODSTOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode005091
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt06002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt06002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt013250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.111377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.057429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.449290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt053893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt047203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt045709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt044039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt019934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt029491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.556885
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LAWRENCE BERNSTEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine103204 Frenchs Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Woodstock
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0VT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode005091
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08024578169
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02625
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013250
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013250
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03625
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02625
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02342
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016875
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016875
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02695
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02342
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01375
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01375
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08024578169
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Lawrence H Bernstein Foundation Trust
ReturnHeader/Filer/BusinessNameControlTxt0LAWR
ReturnHeader/Filer/EIN0046773334
ReturnHeader/Filer/PhoneNum08024578169
ReturnHeader/Filer/USAddress/AddressLine10121 Frenchs Road
ReturnHeader/Filer/USAddress/City0Woodstock
ReturnHeader/Filer/USAddress/State0VT
ReturnHeader/Filer/USAddress/ZIPCode005091
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JANICE GRAHAM & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1068 PLEASANT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WOODSTOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0050911125
ReturnHeader/PreparerPersonGrp/PhoneNum08024574644
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE C GRAHAM CPA
ReturnHeader/ReturnTs02014-05-15T07:55:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,971
Liabilities
$0
Net assets
$16,971
Revenue
$1,510
Expenses
$1,875
Net income
-$365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.05$1.05
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.22$49.0$47.8
2014Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$1.62$0.54$1.09
2013Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$1.51$1.88$0.37
2012Summary only. Only limited summary data is available for this year.$17.3$0.00$0.88$0.53$0.35
2011Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$3.26
2010Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$0.86