Civic Intelligence

The Harvey Bernhardt Foundation Inc Bernhardt

990EZ • Fiscal year 2011 • EIN 20-8201524

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 14, 2012

5008 Mustang Road32256
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 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

62nd percentile

7.9%

Higher net margin than 62% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

61st percentile

6.1%

Faster asset growth than 61% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Assets

Up

$99,137

Up $5,704 (+6.1%) from 2010

Net Assets

Up

$99,137

Up $5,704 (+6.1%) from 2010

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$72,338

Up $16,653 (+30%) from 2010

Expenses

Up

$66,636

Up $25,987 (+64%) from 2010

Net Income

Down

$5,702

Down $9,334 (-62%) from 2010

Historical Trend

Balance Sheet Trend

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

2011

Assets$99,137
Liabilities-
Net Assets$99,137

Operations Trend

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

2011

Revenue$72,338
Expenses$66,636
Net Income$5,702
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 14, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
20-8201524
Raw XML Appendix182 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/Compensation/PersonName0WES BERNHARDT
CompensationExplanation/Compensation/PersonName1HARRISON BERNHARDT
CompensationExplanation/Compensation/PersonName2JOHN R LEONE
CompensationExplanation/Compensation/PersonName3MONICA BERNHARDT
CompensationExplanation/Compensation/PersonName4RON LEVIN
CompensationExplanation/Compensation/PersonName5PATRICK RHODIN
CompensationExplanation/Compensation/PersonName6CHARLES WHITFIELD
CompensationExplanation/Compensation/PersonName7TF JENKINS
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY093435
IRS990EZ/CashSavingsAndInvestments/EOY099137
IRS990EZ/ContributionsGiftsGrantsEtc072127
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear05702
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts072338
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome0211
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
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IRS990EZ/NetAssetsOrFundBalancesBOY093435
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IRS990EZ/NetAssetsOrFundBalancesEOY099137
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13623 2ND AVE NORTH
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1710 PONTE VEDRA CR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0JACKSONVILLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1JACKSONVILLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2JACKSONVILLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3JACKSONVILLE BEACH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City4JACKSONVILLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City5PONTE VEDRA BEACH
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City7PONTE VEDRA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State4FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State5FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State6FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State7FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode032256
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode132256
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode232216
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode332250
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode432207
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode532082
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode632208
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode732082
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition04.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition24.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition313.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition71.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0WES BERNHARDT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1HARRISON BERNHARDT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JOHN R LEONE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MONICA BERNHARDT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4RON LEVIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5PATRICK RHODIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6CHARLES WHITFIELD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7TF JENKINS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3SEC/EXEC DIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7BOARD MEMBER
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal066636
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE ONE-TIME FINANCIAL ASSISTANCE FOR HARDSHIP CASES RELATED TO MEDICAL OR NATURAL DISASTER OR VICTIMS OF CRIME.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO PROVIDE ONE-TIME FINANCIAL ASSISTANCE FOR HARDSHIP CASES RELATED TO MEDICAL OR NATURAL DISASTER OR VICTIMS OF A CRIME.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses030102
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine104496 SOUTHSIDE BLVD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0JACKSONVILLE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0FL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode032216
IRS990EZ/TheBooksAreInCareOf/NamePerson0JOHN R LEONE
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09046421794
IRS990EZ/TotalAssets/BOY093435
IRS990EZ/TotalAssets/EOY099137
IRS990EZ/TotalExpenses066636
IRS990EZ/TotalProgramServiceExpenses030102
IRS990EZ/TotalRevenue072338
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.THECOMPASSIONATEASSIST.ORG
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear072127
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year055553
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years066127
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years068034
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0261841
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear0211
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year0132
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years0152
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0495
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage00.99750
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportTotal5090262336
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear072338
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year055685
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years066279
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years068034
IRS990ScheduleA/Total509/Total0262336
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear072338
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year055685
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years066279
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years068034
IRS990ScheduleA/TotalSupportTotal/Total0262336
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES ADVERTISING 174 ANNULA FEE RENEWAL 61 BANK CHARGES 37 BENEFIT PAYMENTS 30,102 GOLF EVENT 17,538 HOOPLA EVENT 14,840 INSURANCE 1,084 OFFICE SUPPLIES 334 POSTAGE & DELIVERY 636 PRINTING & REPRODUCTION 470 STORAGE 1,360 TOTAL 66,636
IRS990ScheduleO/GeneralExplanation/Explanation1TO PROVIDE ONE-TIME FINANCIAL ASSISTANCE FOR HARDSHIP CASES RELATED TO MEDICAL OR NATURAL DISASTER OR VICTIMS OF CRIME.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0208201524
ReturnHeader/Filer/Name/BusinessNameLine10THE HARVEY BERNHARDT FOUNDATION INC
ReturnHeader/Filer/NameControl0HARV
ReturnHeader/Filer/Phone09042196409
ReturnHeader/Filer/USAddress/AddressLine105008 MUSTANG ROAD
ReturnHeader/Filer/USAddress/City0JACKSONVILLE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032256
ReturnHeader/Officer/DateSigned02012-11-14
ReturnHeader/Officer/Name0BERNHARDT
ReturnHeader/Officer/Phone09042196409
ReturnHeader/Officer/Title0CHAIRMAN
ReturnHeader/Preparer/DatePrepared02012-11-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CORNELIUS SCHOU LEONE & MATTESON LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104496 SOUTHSIDE BOULEVARD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0JACKSONVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode032216
ReturnHeader/Preparer/Name0JOHN R LEONE
ReturnHeader/Preparer/Phone09046421794
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T12:51:59-06:00

Document Assets

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)3 • <$500k nonprofits