Civic Intelligence

The Leslie S and Philip L Bernstein Family Fund

990PF • Fiscal year 2012 • EIN 23-6420229

Sep 01, 2011 to Aug 31, 2012 • Filed on Apr 15, 2013

PO Box 5074093150-0740
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

96th percentile

77%

Faster asset growth than 96% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,064,924

Up $464,261 (+77%) from 2011

Net Assets

Up

$1,064,924

Up $464,261 (+77%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$153,078

Up $86,587 (+130%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $506,861Liabilities 2010: $0Net Assets 2010: $506,8612010Assets 2011: $600,663Liabilities 2011: $0Net Assets 2011: $600,6632011Assets 2012: $1,064,924Liabilities 2012: $0Net Assets 2012: $1,064,9242012Assets 2013: $979,279Liabilities 2013: $0Net Assets 2013: $979,2792013Assets 2014: $898,739Liabilities 2014: $0Net Assets 2014: $898,7392014Assets 2015: $701,663Liabilities 2015: $0Net Assets 2015: $701,6632015Assets 2016: $802,060Liabilities 2016: $0Net Assets 2016: $802,0602016Assets 2017: $1,608,793Liabilities 2017: $0Net Assets 2017: $1,608,7932017Assets 2018: $1,444,171Liabilities 2018: $0Net Assets 2018: $1,444,1712018Assets 2019: $1,654,123Liabilities 2019: $0Net Assets 2019: $1,654,1232019Assets 2020: $1,425,986Liabilities 2020: $0Net Assets 2020: $1,425,9862020Assets 2021: $1,470,574Liabilities 2021: $0Net Assets 2021: $1,470,5742021Assets 2022: $1,697,191Liabilities 2022: $0Net Assets 2022: $1,697,1912022Assets 2023: $1,626,500Liabilities 2023: $0Net Assets 2023: $1,626,5002023Assets 2024: $1,576,165Liabilities 2024: $0Net Assets 2024: $1,576,1652024

Highlighted filing

2012

Assets$1,064,924
Liabilities$0
Net Assets$1,064,924

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $204,3802010Expenses 2011: $66,4912011Expenses 2012: $153,0782012Expenses 2013: $194,9882013Revenue 2014: $59,341Expenses 2014: $139,881Net Income 2014: -$80,5402014Revenue 2015: $39,666Expenses 2015: $236,742Net Income 2015: -$197,0762015Revenue 2016: $388,104Expenses 2016: $287,707Net Income 2016: $100,3972016Revenue 2017: $1,162,907Expenses 2017: $356,174Net Income 2017: $806,7332017Revenue 2018: $126,400Expenses 2018: $291,022Net Income 2018: -$164,6222018Revenue 2019: $416,802Expenses 2019: $206,850Net Income 2019: $209,9522019Revenue 2020: $73,235Expenses 2020: $301,372Net Income 2020: -$228,1372020Revenue 2021: $331,869Expenses 2021: $287,281Net Income 2021: $44,5882021Revenue 2022: $463,536Expenses 2022: $236,919Net Income 2022: $226,6172022Revenue 2023: $139,892Expenses 2023: $210,583Net Income 2023: -$70,6912023Revenue 2024: $241,764Expenses 2024: $292,099Net Income 2024: -$50,3352024

Highlighted filing

2012

Revenue-
Expenses$153,078
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Apr 15, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP L BERNSTEINTrusteePT$0--
LESLIE S BERNSTEINTreasurerPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCancer Center of Santa BarbaraNon-Profit Cancer Treatment Center and research center501(c)(3)SANTA BARBARA, CA, US$40,000
Paid GrantTHE MACULA FOUNDATIONSUPPORT RESEARCH REGARDING OPHTHALMIC DISEASE501(c)(3)NEW YORK, NY, US$25,000
Paid GrantWEILL CORNERLL MEDICAL CENTERSUPPORT MEDICAL RESEARCH501(c)(3)NEW YORK, NY, US$20,000
Paid GrantLAND TRUST FOR SANTA BARBARA COUNTYLAND CONSERVATION501(c)(3)SANTA BARBARA, CA, US$20,000
Paid GrantMusic Academy of the WestDevelopment of Gifted young musicians through advanced study501(c)(3)SANTA BARBARA, CA, US$15,000
Paid GrantSANTA BARBARA HISTORICAL MUSEUMMUSEUM AND EDUCATION501(c)(3)SANTA BARBARA, CA, US$5,000
Paid GrantSANTA BARBARA ZOOWILDLIFE CONSERVATION AND EDUCATION501(c)(3)SANTA BARBARA, CA, US$5,000
Paid GrantSanta Barbara Museum of ArtMUSEUM501(c)(3)SANTA BARBARA, CA, US$2,500
Paid GrantSanta Barbara FoundationTo enrich the lives of the people of Santa Barbara County through philanthropy501(c)(3)SANTA BARBARA, CA, US$2,500
Paid GrantWoods Hole Oceanographic InstituteEDUCATION501(c)(3)WOODS HOLE, MA, US$2,500
Paid GrantFamily Service Agency of Santa BarbaraNON-PROFIT HUMAN SERVICE AGENCY501(c)(3)SANTA BARBARA, CA, US$1,000
Paid GrantGermantown AcademyNon-sectarian educational facility grades K - 12501(c)(3)FORT WASHINGTON, PA, US$1,000
Paid GrantYosemite Fundnon-profit support national park501(c)(3)SAN FRANCISCO, CA, US$1,000
Paid GrantWesleyan UniversityEDUCATION501(c)(3)MIDDLETOWN, CT, US$1,000
Paid GrantFRIENDS OF THE MONTECITO LIBRARYTO FOSTER COMMUITY AWARENESS, SUPPORT AND USE THE FACILITIES AND PROGRAMS OF THE MONTECITO LIBRARY501(c)(3)SANTA BARBARA, CA, US$1,000
Paid GrantHeal the OceanPROMOTE CLEAN OCEANS501(c)(3)SANTA BARBARA, CA, US$1,000
Paid GrantCOMMUNITY ARTS MUSIC ASSOCIATIONMUSIC EDUCATION/APPRECIATION501(c)(3)SANTA BARBARA, CA, US$1,000
Paid GrantLOBERO THEATER FOUNDATIONSUPPORT THE PRODUCTION OF EVENTS AS WELL AS MAINTAIN THE THEATER501(c)(3)SANTA BARBARA, CA, US$1,000
Paid GrantUSOSUPPORT SERVICES FOR UNITES STATES MILITARY PERSONNEL501(c)(3)LOS ANGELES, CA, US$1,000
Paid GrantPorter FoundationEducation501(c)(3)ALTON BAY, NH, US$500
Filing and Contact Details

Filer

EIN
23-6420229
Raw XML AppendixShowing 400 of 499 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/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Development of Gifted young musicians through advanced study
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8TO FOSTER COMMUITY AWARENESS, SUPPORT AND USE THE FACILITIES AND PROGRAMS OF THE MONTECITO LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9PROMOTE CLEAN OCEANS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14SUPPORT MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15SUPPORT RESEARCH REGARDING OPHTHALMIC DISEASE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution18MUSEUM AND EDUCATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16Yosemite Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17Wesleyan University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18FRIENDS OF THE MONTECITO LIBRARY
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.24$0.29$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.14$0.21$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.46$0.24$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.33$0.29$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.07$0.30$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.42$0.21$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.13$0.29$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.16$0.36$0.81
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.39$0.29$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.04$0.24$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.06$0.14$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.19
2012Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.15
2011Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.07
2010Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.20