Civic Intelligence

Bernstein Family Foundation

990PF • Fiscal year 2021 • EIN 22-3514526

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 29, 2022

Organization Profile
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

87th percentile

0.00x

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

2021 filings • NTEE T20Z • <$500k nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.00x

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

2021 filings • NTEE T20Z • <$500k nonprofits • Source year 2021

Net Margin

61st percentile

29%

Higher net margin than 61% of similar nonprofits.

2021 filings • NTEE T20Z • <$500k nonprofits • Source year 2021

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2021 filings • NTEE T20Z • <$500k nonprofits • Source year 2021

Asset Growth

61st percentile

1.3%

Faster asset growth than 61% of similar nonprofits.

2021 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

0.0%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$135,048

Up $1,696 (+1.3%) from 2020

Net Assets

Up

$135,048

Up $1,696 (+1.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin61st percentile

Revenue

Up

$5,781

Up $2 (+0.0%) from 2020

Expenses

Up

$4,085

Up $37 (+0.9%) from 2020

Net Income

Down

$1,696

Down $35 (-2.0%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

2021

Assets$135,048
Liabilities$0
Net Assets$135,048
Open 2021 Filing

Operations Trend

Revenue Growth37th percentile

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

2021

Revenue$5,781
Expenses$4,085
Net Income$1,696
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 29, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EVELYN BERNSTEINPres/Sec/Treas-$0--
SHERYL CILENTIDirector-$0--
JAMES ALLENDirector-$0--
NANCY BERNSTEINDirector-$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
2022-04-29
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 Appendix287 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
AccountingFeesSchedule/AccountingFeesDetail/Amt03500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt044044
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01,100 SHS - CITIGROUP INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt066429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02251
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02251
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02251
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03530
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02251
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02251
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01696
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0326
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0410
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0585
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04085
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02251
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05781
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02160
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04085
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01696
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0135048
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0133352
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0135048
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08112
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08112
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08112
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08117
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05
IRS990PF/DistributableAmountGrp/TotalTaxAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0137
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0137
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0142
IRS990PF/FMVAssetsEOYAmt0157433
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0540050
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0540050
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt089308
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt091004
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt091004
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt044044
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt044044
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt066429
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-406698
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-405002
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0133352
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0135048
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0157433
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0133352
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0135048
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0133352
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0135048
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0164804
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt090178
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt074626
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02472
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08117
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0162332
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0164804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EVELYN BERNSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHERYL CILENTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES ALLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NANCY BERNSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05409 POINTE GATE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111 COLONIAL WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt226 GATES AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt37221 TAVESHIRE WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LIVINGSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WEST CALDWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd107940
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207006
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd320817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02160
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02160
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05409 POINTE GATE DRIVE
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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt02160
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017886
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016962
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05952
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011010
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017886
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017886
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02160
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028896
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034848
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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/DisbursementsCharitablePrpsAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2355
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2355
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EVELYN BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum09739940299
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-29
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/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/PreparationDt02022-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA L HEUSSER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-29T11:37:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EVELYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNSTEIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,048
Liabilities
$0
Net assets
$135,048
Revenue
$5,781
Expenses
$4,085
Net income
$1,696
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • NTEE T20Z • <$500k nonprofits