Civic Intelligence

Morey Bernstein Charitable Trust

990PF • Fiscal year 2011 • EIN 31-6670340

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 16, 2012

Organization Profile

Refreshing map…

4308 Old Columbia Pike22003
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

44th percentile

-2.5%

Faster asset growth than 44% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$186,334

Down $4,793 (-2.5%) from 2010

Net Assets

Down

$186,334

Down $4,793 (-2.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$10,900

Down $12,300 (-53%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$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

2011

Assets$186,334
Liabilities$0
Net Assets$186,334
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

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

Highlighted filing

2011

Revenue-
Expenses$10,900
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 16, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT C DUELLTrustee-$0--
BARBARA S BERNSTEINTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOREGON HEALTH & SCIENCE UNIVERSITY FOUNDATIONRESEARCH BY DR. JACOBSPUBLIC 501(C)(3)PORTLAND, OR, US$10,000
Filing and Contact Details

Filer

EIN
31-6670340
Raw XML Appendix309 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
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0450
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue13660
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue24423
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue342165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue445822
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue526211
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue622987
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue70
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8291
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV08372
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV139312
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8870
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMCAST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AT&T CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3LEGG MASON VALUE TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ROYCE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5GLAXOSMITHKLINE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6WALGREENS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7FAIRPOINT COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8FRONTIER COMMUNICATIONS
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0680
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0450
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0900
IRS990PF/BalanceSheets/CapitalStockBOY0184971
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IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0147189
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0147856
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0206305
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IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY06156
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0660
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis020
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1656
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0186334
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IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted012501
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj012501
IRS990PF/DistributableAmount/DistributableAmountBeforeDed012501
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0113
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0211579
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn012614
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.058513
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CO
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0RESEARCH BY DR. JACOBS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OR
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY02051
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02503
IRS990PF/UndistributedIncome/ExcessFromYear102503
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions010450
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus02503
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover04554
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
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/DateSigned02012-10-16
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/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-29T06:12:04-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186,334
Liabilities
$0
Net assets
$186,334
Revenue
-
Expenses
$10,900
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • <$500k nonprofits