Civic Intelligence

The Harvey Bernhardt Foundation Inc Bernhardt

990EZ • Fiscal year 2018 • EIN 20-8201524

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 07, 2021

Organization ProfileWWW.THECOMPASSIONATEASSIST.ORG
10208 Deerwood Club DrJacksonville, FL 32256

(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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

5th percentile

-87%

Higher net margin than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

7th percentile

-59%

Faster asset growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-64%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,959

Down $21,095 (-59%) from 2017

Net Assets

Down

$14,959

Down $21,095 (-59%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$24,110

Down $42,156 (-64%) from 2017

Expenses

Down

$45,204

Down $20,989 (-32%) from 2017

Net Income

Down

-$21,094

Down $21,167 (-28996%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2018

Assets$14,959
Liabilities-
Net Assets$14,959
Open 2018 Filing

Operations Trend

Revenue Growth6th 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

2018

Revenue$24,110
Expenses$45,204
Net Income-$21,094
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 7, 2021
Return Version
2018v3.2
Gross Receipts
$24,110
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.-$33,894
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WESTLY BERNHARDTChairman-$0--
JOHN R LEONETreasurer-$0--
MONICA BERNHARDTSec/Exec Director-$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
10208 DEERWOOD CLUB DR, JACKSONVILLE, FL 32256

Signing Officer

Name
Westly Bernhardt
Title
Chairman
Phone
9042196409
Signed
2021-01-07
Discuss with paid preparer
Yes

Preparer

Firm
Cornelius Schou & Leone LLC
Address
3601 CARDINAL POINT DRIVE, JACKSONVILLE, FL 32257
Preparer
John R Leone CPA
Phone
9046421794
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item B

“Taxpayer has received additional information after initial filing.”

Form 990-ez, Part I, Line 16

“Expenses advertising 2,115 annual fee renewal 61 bank charges 10 benefit payments 33,894 computer & internet 978 dues & subscriptions 513 insurance 1,866 office supplies 1,540 postage & delivery 321 storage 3,406 utilites 500 total 45,204”

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 Appendix143 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
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IRS990EZ/AddressChangeInd0X
IRS990EZ/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN R LEONE
IRS990EZ/BooksInCareOfDetail/PhoneNum09046421794
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04496 SOUTHSIDE BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032216
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036053
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014959
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024087
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21094
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036053
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014959
IRS990EZ/GrossReceiptsAmt024110
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036053
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014959
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036053
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014959
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WESTLY BERNHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN R LEONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MONICA BERNHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICK RHODIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TF JENKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SEC/EXEC DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045204
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/ProgramServiceExpensesAmt033894
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045204
IRS990EZ/TotalProgramServiceExpensesAmt033894
IRS990EZ/TotalRevenueAmt024110
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THECOMPASSIONATEASSIST.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066237
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt062844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt058479
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0290826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0294
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0291120
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066266
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062892
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079305
IRS990ScheduleA/Total509Grp/TotalAmt0291120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066266
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062892
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058547
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079305
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0291120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAXPAYER HAS RECEIVED ADDITIONAL INFORMATION AFTER INITIAL FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 2,115 ANNUAL FEE RENEWAL 61 BANK CHARGES 10 BENEFIT PAYMENTS 33,894 COMPUTER & INTERNET 978 DUES & SUBSCRIPTIONS 513 INSURANCE 1,866 OFFICE SUPPLIES 1,540 POSTAGE & DELIVERY 321 STORAGE 3,406 UTILITES 500 TOTAL 45,204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE ONE-TIME FINANCIAL ASSISTANCE FOR HARDSHIP CASES RELATED TO MEDICAL OR NATURAL DISASTER OR VICTIMS OF CRIME.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WESTLY BERNHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09042196409
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARVEY BERNHARDT FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BERNHARDT
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0208201524
ReturnHeader/Filer/PhoneNum09042196409
ReturnHeader/Filer/USAddress/AddressLine1Txt010208 DEERWOOD CLUB DR
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032256
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300008892
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORNELIUS SCHOU & LEONE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03601 CARDINAL POINT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032257
ReturnHeader/PreparerPersonGrp/PhoneNum09046421794
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R LEONE CPA
ReturnHeader/ReturnTs02021-01-07T13:49:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,959
Liabilities
-
Net assets
$14,959
Revenue
$24,110
Expenses
$45,204
Net income
-$21,094
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