Civic Intelligence

Edward and June Bernstein Foundation

990PF • Fiscal year 2021 • EIN 38-6087510

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 28, 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

9th percentile

-99%

Higher net margin than 9% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

9th percentile

-42%

Faster asset growth than 9% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-40%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$50,001

Down $36,681 (-42%) from 2020

Net Assets

Down

$50,001

Down $36,681 (-42%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue

Down

$36,952

Down $25,029 (-40%) from 2020

Expenses

Down

$73,633

Down $4,200 (-5.4%) from 2020

Net Income

Down

-$36,681

Down $20,829 (-131%) from 2020

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

2021

Assets$50,001
Liabilities$1
Net Assets$50,001

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

2021

Revenue$36,952
Expenses$73,633
Net Income-$36,681
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 28, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
Edward & June Bernstein Foundation
EIN
38-6087510
Phone
4805966274
Address
7337 E Echo Lane, Scottsdale, AZ 85258

Signing Officer

Name
Yale Bernstein
Title
President
Signed
2021-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Gaylor Tax Services LLC
Address
11811 N Tatum Blvd Suite 2200, Phoenix, AZ 85028
Preparer
Matthew T Gaylor EA
Phone
6024947641
Raw XML Appendix372 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/RecipientRelationshipTxt6Charitable Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7Charitable Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8Charitable Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9Charitable Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 96322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1282 D Newton St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24899 Belfort Rd Ste 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31275 K Street NW Ste 1050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 12397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51510 E Flower Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt66501 E Greenway Pkwy 103-234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt74747 N 7th St Ste 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt813400 E Shea Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9340 E Palm Lane Ste 230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10200 SE 1st Steet
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1122512 Gateway Center Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12PO Box 98018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO Box 14301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14PO Box 15829
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt158550 Arlington Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt161 East 33rd Street 4th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Brookline
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Jacksonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Scottsdale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Scottsdale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Scottsdale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Clarkburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Arlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15Fairfax
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232256
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd485267
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd585014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd685254
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd785014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd885259
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd985004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1033131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1120871
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1220090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1345250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1422215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1522031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1610016
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt071600
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/AppliedToCurrentYearAmt03852
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03852
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt076850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt049530
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05668
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012251
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012251
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0211387
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt067748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt076850
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt049530
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05668
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011591
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt067748
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0223638
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0155890
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt079
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt079
TaxesSchedule/TaxesDetail/Amt01424
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01424
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Yale Bernstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edward & June Bernstein Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0386087510
ReturnHeader/Filer/PhoneNum04805966274
ReturnHeader/Filer/USAddress/AddressLine1Txt07337 E Echo Lane
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085258
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200625753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gaylor Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011811 N Tatum Blvd Suite 2200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085028
ReturnHeader/PreparerPersonGrp/PhoneNum06024947641
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew T Gaylor EA
ReturnHeader/ReturnTs02021-07-28T10:19:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Yale
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bernstein
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2021Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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