Civic Intelligence

Morey Bernstein Charitable Trust

EIN 31-6670340

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4308 Old Columbia Pike22003
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2012

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $186,334 (-100%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Down

$0

Down $186,334 (-100%) from 2011

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$95

Down $10,805 (-99%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $191,127Liabilities 2010: $0Net Assets 2010: $191,1272010Assets 2011: $186,334Liabilities 2011: $0Net Assets 2011: $186,3342011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012

Highlighted filing

2012

Assets$0
Liabilities$0
Net Assets$0
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0Expenses 2010: $23,2002010Expenses 2011: $10,9002011Expenses 2012: $952012

Highlighted filing

2012

Revenue-
Expenses$95
Net Income-
Open 2012 Filing

Filings

Most recent year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-
Expenses
$95
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 11, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT C DUELLTrustee-$0--
BARBARA S BERNSTEINTrustee-$0--
Filing and Contact Details

Filer

EIN
31-6670340
Raw XML Appendix274 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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DissolutionStmt/DissolutionInfo/AddressUS/State0MD
DissolutionStmt/DissolutionInfo/AddressUS/ZIPCode020814
DissolutionStmt/DissolutionInfo/BusinessName/BusinessNameLine10THE MOREY BERNSTEIN MEMORIAL FOUNDATION
DissolutionStmt/DissolutionInfo/DissolutionAmt0278887
DissolutionStmt/DissolutionInfo/Explanation0ALL OF THE INVESTMENT ASSETS OWNED BY MOREY BERNSTEIN CHARITABLE FOUNDATION AS OF DECEMBER 31, 2012.
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07195430516
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY02503
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
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IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02503
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IRS990PF/UndistributedIncome/UndistributedIncomeCY010513
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LiquidationExplanationStmt/Statement0AS OF DECEMBER 31, 2012, THE MOREY BERNSTEIN CHARITABLE TRUST TRANSFERRED ALL OF ITS ASSETS, HAVING A COST BASIS OF $195,137 AND A FAIR VALUE BASIS OF $278,887, TO THE MOREY BERNSTEIN MEMORIAL FOUNDATION, EIN 52-2182509. THE TRANSFER WAS MADE BY THE TRUSTEE UNDER THE PROVISIONS OF THE TRUST'S GOVERNING INSTRUMENT, A COPY OF WHICH IS ATTACHED AS A PDF ATTACHMENT. THE MOREY BERNSTEIN MEMORIAL FOUNDATION, A PRIVATE FOUNDATION, AS THE TRANSFEREE, SUCCEEDS TO ALL OF THE TAX BENEFITS AND THE TAX OBLIGATIONS OF THE TRANSFEROR, AS PROVIDED UNDER IRC SECTION 507(B)(2) AND THE REGULATIONS THEREUNDER.
OtherDecreasesSchedule/OtherDecreases/Amount0186334
OtherDecreasesSchedule/OtherDecreases/Amount18803
OtherDecreasesSchedule/OtherDecreases/Description0TRANSFER OF ASSETS IN MERGER/TERMINATION
OtherDecreasesSchedule/OtherDecreases/Description1TRANSFER OF ASSETS IN MERGER/TERMINATION
OtherExpensesSchedule/OtherExpenses/Description0BROKER SERVICE FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome095
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks095
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0316670340
ReturnHeader/Filer/Name/BusinessNameLine10MOREY BERNSTEIN CHARITABLE TRUST
ReturnHeader/Filer/NameControl0MORE
ReturnHeader/Filer/Phone07037868175
ReturnHeader/Filer/USAddress/AddressLine104308 OLD COLUMBIA PIKE
ReturnHeader/Filer/USAddress/City0ANNANDALE
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode022003
ReturnHeader/Officer/DateSigned02013-02-11
ReturnHeader/Officer/Name0BARBARA S BERNSTEIN
ReturnHeader/Officer/Phone07037868175
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0840628988
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MCPHERSON BREYFOGLE DAVELINE & GOODRICH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10503 N MAIN ST SUITE 740
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PUEBLO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0810033131
ReturnHeader/Preparer/Name0GERALD N MCPHERSON
ReturnHeader/Preparer/Phone07195430516
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-02-28T13:51:31-06:00

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