Civic Intelligence

Bernard Foundation

990PF • Fiscal year 2016 • EIN 20-8907660

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
PO Box 6717Tyler, TX 75711

(903) 592-7999

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

8th percentile

-88%

Higher net margin than 8% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

33rd percentile

-2.4%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-83%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,326,110

Down $32,578 (-2.4%) from 2015

Net Assets

$1,326,110

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin8th percentile

Revenue

Down

$37,175

Down $186,722 (-83%) from 2015

Expenses

Up

$69,753

Up $2,679 (+4.0%) from 2015

Net Income

Down

-$32,578

Down $189,401 (-121%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $1,002,422Liabilities 2011: $02011Assets 2012: $1,008,359Liabilities 2012: $02012Assets 2013: $1,212,536Liabilities 2013: $0Net Assets 2013: $1,212,5362013Assets 2014: $1,201,865Liabilities 2014: $0Net Assets 2014: $1,201,8652014Assets 2015: $1,358,688Liabilities 2015: $12015Assets 2016: $1,326,110Liabilities 2016: $0Net Assets 2016: $1,326,1102016Assets 2017: $1,308,940Liabilities 2017: $0Net Assets 2017: $1,308,9402017Assets 2019: $1,257,417Liabilities 2019: $0Net Assets 2019: $1,257,4172019Assets 2020: $1,278,390Liabilities 2020: $0Net Assets 2020: $1,278,3902020Assets 2021: $16,359,567Liabilities 2021: $0Net Assets 2021: $16,359,5672021Assets 2022: $16,682,363Liabilities 2022: $12022Assets 2023: $16,472,770Liabilities 2023: $12023

Highlighted filing

2016

Assets$1,326,110
Liabilities$0
Net Assets$1,326,110
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $108,353Expenses 2011: $9,150Net Income 2011: $99,2032011Revenue 2012: $54,668Expenses 2012: $48,731Net Income 2012: $5,9372012Revenue 2013: $257,736Expenses 2013: $53,559Net Income 2013: $204,1772013Revenue 2014: $44,762Expenses 2014: $55,433Net Income 2014: -$10,6712014Revenue 2015: $223,897Expenses 2015: $67,074Net Income 2015: $156,8232015Revenue 2016: $37,175Expenses 2016: $69,753Net Income 2016: -$32,5782016Revenue 2017: $50,433Expenses 2017: $67,603Net Income 2017: -$17,1702017Revenue 2019: $53,577Expenses 2019: $84,928Net Income 2019: -$31,3512019Revenue 2020: $91,654Expenses 2020: $70,681Net Income 2020: $20,9732020Revenue 2021: $15,206,901Expenses 2021: $125,724Net Income 2021: $15,081,1772021Revenue 2022: $664,011Expenses 2022: $349,420Net Income 2022: $314,5912022Revenue 2023: $417,086Expenses 2023: $778,285Net Income 2023: -$361,1992023

Highlighted filing

2016

Revenue$37,175
Expenses$69,753
Net Income-$32,578
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MILDRED H GRINSTEADPres/Director-$0--
JAY H GRINSTEADVP/Director-$0--
GEORGE TREY HENDERSON IIISec/Tr Director-$0--
RICHARD W JETT JRDirector-$0--
STEWART HENDERSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bernard Foundation
EIN
20-8907660
Phone
9035927999
Address
PO BOX 6717, TYLER, TX 75711

Signing Officer

Name
Mildred H Grinstead
Title
Pres/Director
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Henry & Peters Pc
Address
3310 S BROADWAY AVE STE 100, TYLER, TX 75701
Preparer
Ginny Ragland
Phone
9035976311
Raw XML Appendix308 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 3659
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LUFKIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075903
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GEORGE TREY HENDERSON III
IRS990PF/StatementsRegardingActyGrp/PhoneNum09366344753
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VIRGINIA HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1TRINITY MOTHER FRANCES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0428 N BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 E FERGUSON STE 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TYLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175702
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05436
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt059564
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068308
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt062872
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt059564
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01972
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01972
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0-3
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0169
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0169
TaxesSchedule/TaxesDetail/Amt0142
TaxesSchedule/TaxesDetail/Amt1108
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0108
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MILDRED H GRINSTEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres/Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0208907660
ReturnHeader/Filer/PhoneNum09035927999
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6717
ReturnHeader/Filer/USAddress/CityNm0TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY & PETERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03310 S BROADWAY AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075701
ReturnHeader/PreparerPersonGrp/PhoneNum09035976311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ginny Ragland
ReturnHeader/ReturnTs02017-05-10T11:52:49-07:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,326,110
Liabilities
$0
Net assets
$1,326,110
Revenue
$37,175
Expenses
$69,753
Net income
-$32,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$16.5$0.00$0.42$0.78$0.36
2022Summary only. Only limited summary data is available for this year.$16.7$0.00$0.66$0.35$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.00$16.4$15.2$0.13$15.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.09$0.07$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.05$0.08$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.04$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$1.36$0.00$0.22$0.07$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.04$0.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.26$0.05$0.20
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$0.05$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.11$0.01$0.10