Civic Intelligence

The Harvey Bernhardt Foundation Inc Bernhardt

990EZ • Fiscal year 2013 • EIN 20-8201524

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 17, 2014

Organization ProfileWWW.THECOMPASSIONATEASSIST.ORG
623 2nd Avenue North32250

(904) 219-6409

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

52nd percentile

3.7%

Higher net margin than 52% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

51st percentile

2.5%

Faster asset growth than 51% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$95,049

Up $2,312 (+2.5%) from 2012

Net Assets

Up

$95,049

Up $2,312 (+2.5%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$62,168

Up $18,751 (+43%) from 2012

Expenses

Up

$59,857

Up $10,042 (+20%) from 2012

Net Income

Up

$2,311

Up $8,709 (+136%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$100K$50K$0Assets 2010: $93,433Net Assets 2010: $93,4332010Assets 2011: $99,137Net Assets 2011: $99,1372011Assets 2012: $92,737Net Assets 2012: $92,7372012Assets 2013: $95,049Net Assets 2013: $95,0492013Assets 2014: $86,655Net Assets 2014: $86,6552014Assets 2015: $56,058Net Assets 2015: $56,0582015Assets 2016: $35,979Net Assets 2016: $35,9792016Assets 2017: $36,054Net Assets 2017: $36,0542017Assets 2018: $14,959Net Assets 2018: $14,9592018Assets 2019: $28,759Net Assets 2019: $28,7592019Assets 2020: $28,757Net Assets 2020: $28,7572020

Highlighted filing

2013

Assets$95,049
Liabilities-
Net Assets$95,049
Open 2013 Filing

Operations Trend

Revenue Growth83rd percentile

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

$100K$50K$0-$50KRevenue 2010: $55,685Expenses 2010: $40,649Net Income 2010: $15,0362010Revenue 2011: $72,338Expenses 2011: $66,636Net Income 2011: $5,7022011Revenue 2012: $43,417Expenses 2012: $49,815Net Income 2012: -$6,3982012Revenue 2013: $62,168Expenses 2013: $59,857Net Income 2013: $2,3112013Revenue 2014: $79,305Expenses 2014: $87,699Net Income 2014: -$8,3942014Revenue 2015: $58,547Expenses 2015: $89,145Net Income 2015: -$30,5982015Revenue 2016: $62,892Expenses 2016: $82,969Net Income 2016: -$20,0772016Revenue 2017: $66,266Expenses 2017: $66,193Net Income 2017: $732017Revenue 2018: $24,110Expenses 2018: $45,204Net Income 2018: -$21,0942018Revenue 2019: $62,353Expenses 2019: $48,553Net Income 2019: $13,8002019

Highlighted filing

2013

Revenue$62,168
Expenses$59,857
Net Income$2,311
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 17, 2014
Return Version
2013v3.1
Gross Receipts
$62,168
Mission and Program Overview

Mission

To provide one-time financial assistance for hardship cases related to medical or natural disaster or victims of crime.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ONE-TIME FINANCIAL ASSISTANCE FOR HARDSHIP CASES RELATED TO MEDICAL OR NATURAL DISASTER OR VICTIMS OF A CRIME.-$34,839
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WES BERNHARDTChairman-$0--
HARRISON BERNHARDTBoard Member-$0--
JOHN R LEONETreasurer-$0--
MONICA BERNHARDTSec/Exec DirectorPT$0--
RON LEVINBoard Member-$0--
PATRICK RHODINBoard Member-$0--
TF JENKINSBoard Member-$0--
Filing and Contact Details

Filer

EIN
20-8201524
Phone
9042196409

Signing Officer

Name
Westly Bernhardt
Title
Chairman
Phone
9042196409
Signed
2014-06-17

Preparer

Preparer
John R Leone
Phone
9046421794
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 1,700 annual fee renewal 61 bank charges 119 benefit payments 34,839 computer & internet 948 hoopla event 18,464 insurance 1,033 meetings / meals 204 office supplies 360 postage & delivery 681 storage 1,448 total 59,857”

Form 990-ez, Part III

“To provide one-time financial assistance for hardship cases related to medical or natural disaster or victims of crime.”

Raw XML Appendix152 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0WES BERNHARDT
CompensationExplanation/CompensationExplanationGrp/PersonNm1HARRISON BERNHARDT
CompensationExplanation/CompensationExplanationGrp/PersonNm2JOHN R LEONE
CompensationExplanation/CompensationExplanationGrp/PersonNm3MONICA BERNHARDT
CompensationExplanation/CompensationExplanationGrp/PersonNm4RON LEVIN
CompensationExplanation/CompensationExplanationGrp/PersonNm5PATRICK RHODIN
CompensationExplanation/CompensationExplanationGrp/PersonNm6TF JENKINS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN R LEONE
IRS990EZ/BooksInCareOfDetail/PhoneNum09046421794
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104496 SOUTHSIDE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/City0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode032216
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092738
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt095049
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt062014
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02311
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092738
IRS990EZ/Form990TotalAssetsGrp/EOYAmt095049
IRS990EZ/GrossReceiptsAmt062168
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0154
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092738
IRS990EZ/NetAssetsOrFundBalancesEOYAmt095049
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092738
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt095049
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt313.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WES BERNHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HARRISON BERNHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN R LEONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MONICA BERNHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RON LEVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PATRICK RHODIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TF JENKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SEC/EXEC DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt059857
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ONE-TIME FINANCIAL ASSISTANCE FOR HARDSHIP CASES RELATED TO MEDICAL OR NATURAL DISASTER OR VICTIMS OF CRIME.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ONE-TIME FINANCIAL ASSISTANCE FOR HARDSHIP CASES RELATED TO MEDICAL OR NATURAL DISASTER OR VICTIMS OF A CRIME.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034839
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059857
IRS990EZ/TotalProgramServiceExpensesAmt034839
IRS990EZ/TotalRevenueAmt062168
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THECOMPASSIONATEASSIST.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062014
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043189
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt072127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt055553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt066127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0299010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0228
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0211
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0877
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0299887
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072338
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055685
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066279
IRS990ScheduleA/Total509Grp/TotalAmt0299887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055685
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066279
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0299887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 1,700 ANNUAL FEE RENEWAL 61 BANK CHARGES 119 BENEFIT PAYMENTS 34,839 COMPUTER & INTERNET 948 HOOPLA EVENT 18,464 INSURANCE 1,033 MEETINGS / MEALS 204 OFFICE SUPPLIES 360 POSTAGE & DELIVERY 681 STORAGE 1,448 TOTAL 59,857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE ONE-TIME FINANCIAL ASSISTANCE FOR HARDSHIP CASES RELATED TO MEDICAL OR NATURAL DISASTER OR VICTIMS OF CRIME.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WESTLY BERNHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09042196409
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE HARVEY BERNHARDT FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine20BERNHARDT
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0208201524
ReturnHeader/Filer/PhoneNum09042196409
ReturnHeader/Filer/USAddress/AddressLine10623 2ND AVENUE NORTH
ReturnHeader/Filer/USAddress/City0JACKSONVILLE BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032250
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300008892
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CORNELIUS SCHOU & LEONE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104496 SOUTHSIDE BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode032216
ReturnHeader/PreparerPersonGrp/PhoneNum09046421794
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R LEONE
ReturnHeader/ReturnTs02014-06-17T13:48:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,049
Liabilities
-
Net assets
$95,049
Revenue
$62,168
Expenses
$59,857
Net income
$2,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$28.8$28.8
2019Detailed filing. Detailed filing data is available for this year.$28.8$28.8$62.4$48.6$13.8
2018Detailed filing. Detailed filing data is available for this year.$15.0$15.0$24.1$45.2$21.1
2017Detailed filing. Detailed filing data is available for this year.$36.1$36.1$66.3$66.2$0.07
2016Detailed filing. Detailed filing data is available for this year.$36.0$36.0$62.9$83.0$20.1
2015Detailed filing. Detailed filing data is available for this year.$56.1$56.1$58.5$89.1$30.6
2014Detailed filing. Detailed filing data is available for this year.$86.7$86.7$79.3$87.7$8.39
2013Detailed filing. Detailed filing data is available for this year.$95.0$95.0$62.2$59.9$2.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.7$92.7$43.4$49.8$6.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$99.1$99.1$72.3$66.6$5.70
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.4$93.4$55.7$40.6$15.0