Civic Intelligence

Bernstein Family Foundation

990PF • Fiscal year 2016 • EIN 22-3514526

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

5409 Pointe Gate DriveLivingston, NJ 07039

(973) 994-0299

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

2016 filings • NTEE T20Z • <$500k nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.00x

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

2016 filings • NTEE T • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-1633%

Higher net margin than 8% of similar nonprofits.

2016 filings • NTEE T20Z • <$500k nonprofits • Source year 2016

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2016 filings • NTEE T20Z • <$500k nonprofits • Source year 2016

Asset Growth

23rd percentile

-13%

Faster asset growth than 23% of similar nonprofits.

2016 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

24%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • NTEE T • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$155,951

Down $24,067 (-13%) from 2015

Net Assets

Down

$155,951

Down $24,067 (-13%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$1,474

Up $284 (+24%) from 2015

Expenses

Up

$25,541

Up $9 (+0.0%) from 2015

Net Income

Up

-$24,067

Up $275 (+1.1%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $284,075Liabilities 2010: $0Net Assets 2010: $284,0752010Assets 2011: $278,546Liabilities 2011: $0Net Assets 2011: $278,5462011Assets 2012: $240,475Liabilities 2012: $0Net Assets 2012: $240,4752012Assets 2013: $209,996Liabilities 2013: $0Net Assets 2013: $209,9962013Assets 2014: $204,360Liabilities 2014: $0Net Assets 2014: $204,3602014Assets 2015: $180,018Liabilities 2015: $0Net Assets 2015: $180,0182015Assets 2016: $155,951Liabilities 2016: $0Net Assets 2016: $155,9512016Assets 2017: $126,391Liabilities 2017: $0Net Assets 2017: $126,3912017Assets 2018: $128,595Liabilities 2018: $0Net Assets 2018: $128,5952018Assets 2019: $131,621Liabilities 2019: $0Net Assets 2019: $131,6212019Assets 2020: $133,352Liabilities 2020: $0Net Assets 2020: $133,3522020Assets 2021: $135,048Liabilities 2021: $0Net Assets 2021: $135,0482021Assets 2022: $135,690Liabilities 2022: $0Net Assets 2022: $135,6902022Assets 2023: $131,695Liabilities 2023: $0Net Assets 2023: $131,6952023Assets 2024: $138,119Liabilities 2024: $0Net Assets 2024: $138,1192024

Highlighted filing

2016

Assets$155,951
Liabilities$0
Net Assets$155,951

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $18,2912010Expenses 2011: $10,3852011Expenses 2012: $41,3752012Revenue 2013: $1,221Expenses 2013: $31,700Net Income 2013: -$30,4792013Revenue 2014: $45,060Expenses 2014: $50,504Net Income 2014: -$5,4442014Revenue 2015: $1,190Expenses 2015: $25,532Net Income 2015: -$24,3422015Revenue 2016: $1,474Expenses 2016: $25,541Net Income 2016: -$24,0672016Revenue 2017: -$2,508Expenses 2017: $27,052Net Income 2017: -$29,5602017Revenue 2018: $6,262Expenses 2018: $4,058Net Income 2018: $2,2042018Revenue 2019: $9,065Expenses 2019: $6,039Net Income 2019: $3,0262019Revenue 2020: $5,779Expenses 2020: $4,048Net Income 2020: $1,7312020Revenue 2021: $5,781Expenses 2021: $4,085Net Income 2021: $1,6962021Revenue 2022: $6,238Expenses 2022: $5,596Net Income 2022: $6422022Revenue 2023: $10,097Expenses 2023: $14,092Net Income 2023: -$3,9952023Revenue 2024: $10,524Expenses 2024: $4,100Net Income 2024: $6,4242024

Highlighted filing

2016

Revenue$1,474
Expenses$25,541
Net Income-$24,067
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EVELYN BERNSTEINPres/Sec/Treas-$0--
SHERYL CILENTIDirector-$0--
JAMES ALLENDirector-$0--
NANCY BERNSTEINDirector-$0--
RABBI PETER KASDANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bernstein Family Foundation
EIN
22-3514526
Phone
9739940299
Address
5409 POINTE GATE DRIVE, LIVINGSTON, NJ 07039

Signing Officer

Name
Evelyn Bernstein
Title
Pres/sec/treas
Phone
9739940299
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Al Heusser & Associates LLC
Address
760 ROUTE 10 WEST STE 103, WHIPPANY, NJ 07981
Preparer
Angela L Heusser
Phone
9735857788
Raw XML Appendix357 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt010 SHS - ARMSTRONG WORLD INDUSTRIES INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11,100 SHS - CITIGROUP INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25 SHS - ARMSTRONG FLOORING INC.
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EVELYN BERNSTEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LIVINGSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007039
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09739940299
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EVELYN BERNSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TEMPLE EMANUEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0264 WEST NORTHFIELD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LIVINGSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007039
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07929
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041715
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027722
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0122625
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016962
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041715
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027722
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024891
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016962
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0122625
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0105663
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UBS - BUSINESS SVC ACCT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW JERSEY FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DELAWARE CSC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DELAWARE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2306
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2306
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EVELYN BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum09739940299
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNSTEIN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0223514526
ReturnHeader/Filer/PhoneNum09739940299
ReturnHeader/Filer/USAddress/AddressLine1Txt05409 POINTE GATE DRIVE
ReturnHeader/Filer/USAddress/CityNm0LIVINGSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007039
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CE64777879C5FD9D1CBCB2A82385D763733A4CCA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CE64777879C5FD9D1CBCB2A82385D763733A4CCA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.184.29.253
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:00:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463974537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AL HEUSSER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0760 ROUTE 10 WEST STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHIPPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007981
ReturnHeader/PreparerPersonGrp/PhoneNum09735857788
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA L HEUSSER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-09T14:00:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.11$0.04$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.10$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.06$0.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.06$0.04$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.06$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.09$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.03$0.27$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.01$0.26$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.01$0.26$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.45$0.51$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.01$0.32$0.30
2012Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.41
2011Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.10
2010Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.18