Civic Intelligence

Howard & Maxine Bernstein Fm Fdn-Ima

EIN 20-0856165 • Pittsburgh, PA

Bny Mellon Na - PO Box 185Pittsburgh, PA 15230-0185
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2021

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

192%

Faster revenue growth than 93% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,029,562

Up $144,755 (+16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$1,029,562

Up $144,755 (+16%) from 2020

Operations
Liabilities / Revenue33rd percentileNet Margin96th percentile

Revenue

Up

$168,876

Up $111,045 (+192%) from 2020

Expenses

Up

$24,142

Up $14,796 (+158%) from 2020

Net Income

Up

$144,734

Up $96,249 (+199%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $770,055Liabilities 2011: $02011Assets 2012: $877,742Liabilities 2012: $02012Assets 2013: $866,007Liabilities 2013: $02013Assets 2014: $874,116Liabilities 2014: $02014Assets 2015: $857,626Liabilities 2015: $02015Assets 2019: $836,323Liabilities 2019: $02019Assets 2020: $884,807Liabilities 2020: $0Net Assets 2020: $884,8072020Assets 2021: $1,029,562Liabilities 2021: $0Net Assets 2021: $1,029,5622021

Highlighted filing

2021

Assets$1,029,562
Liabilities$0
Net Assets$1,029,562
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $80,518Expenses 2011: $48,220Net Income 2011: $32,2982011Revenue 2012: $34,161Expenses 2012: $46,092Net Income 2012: -$11,9312012Revenue 2013: $30,963Expenses 2013: $43,512Net Income 2013: -$12,5492013Revenue 2014: $62,194Expenses 2014: $53,952Net Income 2014: $8,2422014Revenue 2015: $44,404Expenses 2015: $62,858Net Income 2015: -$18,4542015Revenue 2019: $49,226Expenses 2019: $65,456Net Income 2019: -$16,2302019Revenue 2020: $57,831Expenses 2020: $9,346Net Income 2020: $48,4852020Revenue 2021: $168,876Expenses 2021: $24,142Net Income 2021: $144,7342021

Highlighted filing

2021

Revenue$168,876
Expenses$24,142
Net Income$144,734
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,029,562
Liabilities
$0
Net assets
$1,029,562
Revenue
$168,876
Expenses
$24,142
Net income
$144,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.17$0.02$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.01$0.05
2019Summary only. Only limited summary data is available for this year.$0.84$0.00$0.05$0.07$0.02
2015Summary only. Only limited summary data is available for this year.$0.86$0.00$0.04$0.06$0.02
2014Summary only. Only limited summary data is available for this year.$0.87$0.00$0.06$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$0.87$0.00$0.03$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.03$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.08$0.05$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAXINE BERNSTEINPresident-$0--
CRAIG BERNSTEINVice-President-$0--
Filing and Contact Details

Filer

Filer Name
Howard & Maxine Bernstein Fm Fdn-ima
EIN
20-0856165
Phone
9543439116
Address
BNY MELLON NA - PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Craig Bernstein
Title
Vice President
Phone
9543439116
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML Appendix363 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/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BNY MELLON NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum09543439116
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04348
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063469
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt039143
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt039143
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04348
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt049208
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt039143
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt063469
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt053556
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010871
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04348
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06523
TaxesSchedule/TaxesDetail/Amt0471
TaxesSchedule/TaxesDetail/Amt112032
TaxesSchedule/TaxesDetail/Amt2724
TaxesSchedule/TaxesDetail/Amt344
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0471
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt344
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09543439116
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOWARD & MAXINE BERNSTEIN FM FDN-IMA
ReturnHeader/Filer/BusinessNameControlTxt0HOWA
ReturnHeader/Filer/EIN0200856165
ReturnHeader/Filer/PhoneNum09543439116
ReturnHeader/Filer/USAddress/AddressLine1Txt0BNY MELLON NA - PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-10T16:00:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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