Civic Intelligence

Carol Bernick Family Foundation C/O Polished Nickel Capital Mgmt

EIN 36-4134174 • Chicago, IL

155 N Wacker 1680Chicago, IL 60606
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

92nd percentile

69%

Higher net margin than 92% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

32%

Faster revenue growth than 73% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,284,549

Up $1,188,163 (+17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,284,549

Up $1,188,163 (+17%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin92nd percentile

Revenue

Up

$1,709,833

Up $417,432 (+32%) from 2023

Expenses

Down

$521,671

Down $157,808 (-23%) from 2023

Net Income

Up

$1,188,162

Up $575,240 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$10M$5.0M$0Assets 2012: $7,930,016Liabilities 2012: $0Net Assets 2012: $7,930,0162012Assets 2013: $7,908,895Liabilities 2013: $0Net Assets 2013: $7,908,8952013Assets 2014: $7,478,413Liabilities 2014: $0Net Assets 2014: $7,478,4132014Assets 2015: $6,744,266Liabilities 2015: $0Net Assets 2015: $6,744,2662015Assets 2016: $6,754,930Liabilities 2016: $0Net Assets 2016: $6,754,9302016Assets 2017: $6,460,025Liabilities 2017: $0Net Assets 2017: $6,460,0252017Assets 2018: $6,304,484Liabilities 2018: $0Net Assets 2018: $6,304,4842018Assets 2019: $6,163,532Liabilities 2019: $0Net Assets 2019: $6,163,5322019Assets 2020: $5,899,008Liabilities 2020: $0Net Assets 2020: $5,899,0082020Assets 2021: $6,626,759Liabilities 2021: $0Net Assets 2021: $6,626,7592021Assets 2022: $6,483,464Liabilities 2022: $0Net Assets 2022: $6,483,4642022Assets 2023: $7,096,386Liabilities 2023: $0Net Assets 2023: $7,096,3862023Assets 2024: $8,284,549Liabilities 2024: $0Net Assets 2024: $8,284,5492024

Highlighted filing

2024

Assets$8,284,549
Liabilities$0
Net Assets$8,284,549
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2012: $1,220,2812012Expenses 2013: $866,2972013Revenue 2014: $377,516Expenses 2014: $807,998Net Income 2014: -$430,4822014Revenue 2015: $443,457Expenses 2015: $978,988Net Income 2015: -$535,5312015Revenue 2016: $324,783Expenses 2016: $755,933Net Income 2016: -$431,1502016Revenue 2017: $511,493Expenses 2017: $806,398Net Income 2017: -$294,9052017Revenue 2018: $370,814Expenses 2018: $525,355Net Income 2018: -$154,5412018Revenue 2019: $358,518Expenses 2019: $499,470Net Income 2019: -$140,9522019Revenue 2020: $505,252Expenses 2020: $769,776Net Income 2020: -$264,5242020Revenue 2021: $1,177,484Expenses 2021: $449,733Net Income 2021: $727,7512021Revenue 2022: $396,466Expenses 2022: $539,761Net Income 2022: -$143,2952022Revenue 2023: $1,292,401Expenses 2023: $679,479Net Income 2023: $612,9222023Revenue 2024: $1,709,833Expenses 2024: $521,671Net Income 2024: $1,188,1622024

Highlighted filing

2024

Revenue$1,709,833
Expenses$521,671
Net Income$1,188,162
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,284,549
Liabilities
$0
Net assets
$8,284,549
Revenue
$1,709,833
Expenses
$521,671
Net income
$1,188,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$1.71$0.52$1.19
2023Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$1.29$0.68$0.61
2022Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.40$0.54$0.14
2021Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$1.18$0.45$0.73
2020Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.51$0.77$0.26
2019Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.36$0.50$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.37$0.53$0.15
2017Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.51$0.81$0.29
2016Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.32$0.76$0.43
2015Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.44$0.98$0.54
2014Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.38$0.81$0.43
2013Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.87
2012Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$1.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL BERNICKPresident/Treasurer-$0--
CRAIG BERNICKDirector-$0--
PETER BERNICKDirector-$0--
ELIZABETH BERNICK HUBERVice President/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Carol Bernick Family Foundation
EIN
36-4134174
Phone
3124777600
Address
155 N WACKER 1680, CHICAGO, IL 60606

Signing Officer

Name
Carol Bernick
Title
President
Phone
3124777600
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
10 S RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
Kimberly a Haumann
Phone
3122071040
Raw XML AppendixShowing 400 of 891 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A CURE FOR ROBERT INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ADVENTHEALTH FOUNDATION WEST FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3AFTER SCHOOL MATTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ALZHEIMER'S ASSOCIATION

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