Civic Intelligence

The Harvey Bernhardt Foundation Inc Bernhardt

990EZ • Fiscal year 2016 • EIN 20-8201524

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 29, 2018

Organization ProfileWWW.THECOMPASSIONATEASSIST.ORG
623 2nd Avenue NorthJacksonville Beach, FL 32250

(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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

13th percentile

-36%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

7.4%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$35,979

Down $20,079 (-36%) from 2015

Net Assets

Down

$35,979

Down $20,079 (-36%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Up

$62,892

Up $4,345 (+7.4%) from 2015

Expenses

Down

$82,969

Down $6,176 (-6.9%) from 2015

Net Income

Up

-$20,077

Up $10,521 (+34%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2016

Assets$35,979
Liabilities-
Net Assets$35,979
Open 2016 Filing

Operations Trend

Revenue Growth60th 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

2016

Revenue$62,892
Expenses$82,969
Net Income-$20,077
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 29, 2018
Return Version
2016v3.1
Gross Receipts
$62,892
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.-$50,749
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

Filer Name
The Harvey Bernhardt Foundation Inc
EIN
20-8201524
Phone
9042196409
Address
623 2ND AVENUE NORTH, JACKSONVILLE BEACH, FL 32250

Signing Officer

Name
Westly Bernhardt
Title
Chairman
Phone
9042196409
Signed
2018-01-29

Preparer

Firm
Cornelius Schou & Leone LLC
Address
4496 SOUTHSIDE BOULEVARD, JACKSONVILLE, FL 32216
Preparer
John R Leone CPA
Phone
9046421794
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 5,468 annual fee renewal 61 bank charges 15 benefit payments 50,749 computer & internet 840 dues & subscriptions 456 hoopla event 21,120 insurance 1,988 office supplies 167 postage & delivery 642 storage 1,463 total 82,969”

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 Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN R LEONE
IRS990EZ/BooksInCareOfDetail/PhoneNum09046421794
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04496 SOUTHSIDE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032216
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056056
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035979
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt062844
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20077
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056056
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IRS990EZ/GrossReceiptsAmt062892
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt048
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056056
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035979
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056056
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035979
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WESTLY 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/OtherExpensesTotalAmt082969
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/ProgramServiceExpensesAmt050749
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082969
IRS990EZ/TotalProgramServiceExpensesAmt050749
IRS990EZ/TotalRevenueAmt062892
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THECOMPASSIONATEASSIST.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt058479
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt079179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062014
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043189
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0305705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0228
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0624
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0306329
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062892
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043417
IRS990ScheduleA/Total509Grp/TotalAmt0306329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062892
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058547
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079305
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043417
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0306329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 5,468 ANNUAL FEE RENEWAL 61 BANK CHARGES 15 BENEFIT PAYMENTS 50,749 COMPUTER & INTERNET 840 DUES & SUBSCRIPTIONS 456 HOOPLA EVENT 21,120 INSURANCE 1,988 OFFICE SUPPLIES 167 POSTAGE & DELIVERY 642 STORAGE 1,463 TOTAL 82,969
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WESTLY BERNHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09042196409
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARVEY BERNHARDT FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BERNHARDT
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0208201524
ReturnHeader/Filer/PhoneNum09042196409
ReturnHeader/Filer/USAddress/AddressLine1Txt0623 2ND AVENUE NORTH
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032250
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B3DE10A4139634145039F7B03A26151E9A551F8F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03F68E5C73B829EDAF4FFC7B9BADDF1743D45BB17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300008892
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORNELIUS SCHOU & LEONE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04496 SOUTHSIDE BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032216
ReturnHeader/PreparerPersonGrp/PhoneNum09046421794
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R LEONE CPA
ReturnHeader/ReturnTs02018-01-29T12:05:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,979
Liabilities
-
Net assets
$35,979
Revenue
$62,892
Expenses
$82,969
Net income
-$20,077
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits