Civic Intelligence

Edward and June Bernstein Foundation

990PF • Fiscal year 2014 • EIN 38-6087510

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 03, 2014

Refreshing map…

7337 E Echo LaneScottsdale, AZ 85258

(480) 596-6274

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

6th percentile

-105%

Higher net margin than 6% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

33rd percentile

-5.2%

Faster asset growth than 33% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

3.7%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$150,903

Down $8,221 (-5.2%) from 2013

Net Assets

Down

$150,903

Down $8,221 (-5.2%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue

Up

$7,813

Up $280 (+3.7%) from 2013

Expenses

Down

$16,034

Down $1,017 (-6.0%) from 2013

Net Income

Up

-$8,221

Up $1,297 (+14%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $168,642Liabilities 2012: $02012Assets 2013: $159,124Liabilities 2013: $1Net Assets 2013: $159,1242013Assets 2014: $150,903Liabilities 2014: $1Net Assets 2014: $150,9032014Assets 2015: $140,667Liabilities 2015: $1Net Assets 2015: $140,6672015Assets 2016: $130,755Liabilities 2016: $1Net Assets 2016: $130,7552016Assets 2017: $127,600Liabilities 2017: $0Net Assets 2017: $127,6002017Assets 2018: $114,892Liabilities 2018: $0Net Assets 2018: $114,8922018Assets 2019: $102,534Liabilities 2019: $0Net Assets 2019: $102,5342019Assets 2020: $86,682Liabilities 2020: $1Net Assets 2020: $86,6822020Assets 2021: $50,001Liabilities 2021: $1Net Assets 2021: $50,0012021Assets 2022: $20,611Liabilities 2022: $12022

Highlighted filing

2014

Assets$150,903
Liabilities$1
Net Assets$150,903

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $7,593Expenses 2012: $17,506Net Income 2012: -$9,9132012Revenue 2013: $7,533Expenses 2013: $17,051Net Income 2013: -$9,5182013Revenue 2014: $7,813Expenses 2014: $16,034Net Income 2014: -$8,2212014Revenue 2015: $7,901Expenses 2015: $18,137Net Income 2015: -$10,2362015Revenue 2016: $8,241Expenses 2016: $18,153Net Income 2016: -$9,9122016Revenue 2017: $8,436Expenses 2017: $11,591Net Income 2017: -$3,1552017Revenue 2018: $3,185Expenses 2018: $15,893Net Income 2018: -$12,7082018Revenue 2019: $37,172Expenses 2019: $49,530Net Income 2019: -$12,3582019Revenue 2020: $61,981Expenses 2020: $77,833Net Income 2020: -$15,8522020Revenue 2021: $36,952Expenses 2021: $73,633Net Income 2021: -$36,6812021Revenue 2022: $319Expenses 2022: $29,709Net Income 2022: -$29,3902022

Highlighted filing

2014

Revenue$7,813
Expenses$16,034
Net Income-$8,221
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 3, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yale BernsteinPresident-$0--
Filing and Contact Details

Filer

EIN
38-6087510
Phone
4805966274

Signing Officer

Name
Yale Bernstein
Title
President
Signed
2014-09-03
Discuss with paid preparer
Yes

Preparer

Preparer
Matthew T Gaylor EA
Phone
6024947641
Raw XML Appendix288 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Verizon Communications (3,480 Shares)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Frontier Communications (835 Shares)
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt078
IRS990PF/FMVAssetsEOYAmt0244163
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011792
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0235836
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14The ALS Association
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3Boston
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode302446
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015450
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011714
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04791
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09111
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04320
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04791
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016034
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04320
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09111
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04791
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt059
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt059
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt075
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Yale Bernstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10Edward & June Bernstein Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0386087510
ReturnHeader/Filer/PhoneNum04805966274
ReturnHeader/Filer/USAddress/AddressLine107337 E Echo Lane
ReturnHeader/Filer/USAddress/City0Scottsdale
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085258
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Gaylor Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1011811 N Tatum Blvd Suite 3055
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode085028
ReturnHeader/PreparerPersonGrp/PhoneNum06024947641
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew T Gaylor EA
ReturnHeader/ReturnTs02014-09-03T13:22:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.00$0.30$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.37$0.74$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.62$0.78$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.37$0.50$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.03$0.16$0.13
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.28$0.00$1.28$0.08$0.12$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.08$0.18$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.08$0.18$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.08$0.16$0.08
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.59$0.00$1.59$0.08$0.17$0.10
2012Summary only. Only limited summary data is available for this year.$1.69$0.00$0.08$0.18$0.10