Civic Intelligence

Samuel & Gussie Bernstein Foundation

EIN 42-1335958 • Sioux City, IA

PO Box 147Sioux City, IA 51102
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

82nd percentile

37%

Higher net margin than 82% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

51st percentile

3.1%

Faster asset growth than 51% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

45%

Faster revenue growth than 77% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,572,052

Up $77,619 (+3.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,572,052

Up $77,619 (+3.1%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin82nd percentile

Revenue

Up

$204,528

Up $63,419 (+45%) from 2024

Expenses

Down

$129,362

Down $30,470 (-19%) from 2024

Net Income

Up

$75,166

Up $93,889 (+501%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,965,529Liabilities 2012: $02012Assets 2013: $2,068,470Liabilities 2013: $02013Assets 2014: $2,144,858Liabilities 2014: $0Net Assets 2014: $2,144,8582014Assets 2015: $2,190,546Liabilities 2015: $0Net Assets 2015: $2,190,5462015Assets 2016: $2,149,392Liabilities 2016: $0Net Assets 2016: $2,149,3922016Assets 2017: $2,195,812Liabilities 2017: $0Net Assets 2017: $2,195,8122017Assets 2018: $2,219,515Liabilities 2018: $0Net Assets 2018: $2,219,5152018Assets 2019: $2,244,358Liabilities 2019: $0Net Assets 2019: $2,244,3582019Assets 2020: $2,304,655Liabilities 2020: $0Net Assets 2020: $2,304,6552020Assets 2021: $2,338,499Liabilities 2021: $0Net Assets 2021: $2,338,4992021Assets 2022: $2,492,186Liabilities 2022: $0Net Assets 2022: $2,492,1862022Assets 2023: $2,510,717Liabilities 2023: $0Net Assets 2023: $2,510,7172023Assets 2024: $2,494,433Liabilities 2024: $0Net Assets 2024: $2,494,4332024Assets 2025: $2,572,052Liabilities 2025: $0Net Assets 2025: $2,572,0522025

Highlighted filing

2025

Assets$2,572,052
Liabilities$0
Net Assets$2,572,052
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $64,681Expenses 2012: $153,411Net Income 2012: -$88,7302012Revenue 2013: $216,284Expenses 2013: $115,420Net Income 2013: $100,8642013Revenue 2014: $221,220Expenses 2014: $144,165Net Income 2014: $77,0552014Revenue 2015: $166,110Expenses 2015: $128,110Net Income 2015: $38,0002015Revenue 2016: $79,553Expenses 2016: $139,967Net Income 2016: -$60,4142016Revenue 2017: $159,400Expenses 2017: $135,608Net Income 2017: $23,7922017Revenue 2018: $184,900Expenses 2018: $143,113Net Income 2018: $41,7872018Revenue 2019: $160,072Expenses 2019: $137,257Net Income 2019: $22,8152019Revenue 2020: $221,096Expenses 2020: $157,866Net Income 2020: $63,2302020Revenue 2021: $172,776Expenses 2021: $140,454Net Income 2021: $32,3222021Revenue 2022: $187,117Expenses 2022: $38,734Net Income 2022: $148,3832022Revenue 2023: $122,283Expenses 2023: $107,462Net Income 2023: $14,8212023Revenue 2024: $141,109Expenses 2024: $159,832Net Income 2024: -$18,7232024Revenue 2025: $204,528Expenses 2025: $129,362Net Income 2025: $75,1662025

Highlighted filing

2025

Revenue$204,528
Expenses$129,362
Net Income$75,166
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,572,052
Liabilities
$0
Net assets
$2,572,052
Revenue
$204,528
Expenses
$129,362
Net income
$75,166
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.20$0.13$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.14$0.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.12$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.19$0.04$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.17$0.14$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.22$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.16$0.14$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.18$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.16$0.14$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.08$0.14$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.17$0.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.22$0.14$0.08
2013Summary only. Only limited summary data is available for this year.$2.07$0.00$0.22$0.12$0.10
2012Summary only. Only limited summary data is available for this year.$1.97$0.00$0.06$0.15$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jul 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BERNSTEINPresident/Director-$0--
NORMAN BERNSTEINVP/Director-$0--
DAVID BERNSTEINSec/Director-$0--
Filing and Contact Details

Filer

Filer Name
Samuel & Gussie Bernstein Foundation
EIN
42-1335958
Phone
7122558081
Address
PO BOX 147, SIOUX CITY, IA 51102

Signing Officer

Name
Jack Bernstein
Title
Director
Phone
7122558081
Signed
2025-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Nichols Rise & Co LLP
Address
302 Jones St Ste 320, Sioux City, IA 51101
Preparer
Lynette Meyer
Phone
7122524309
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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES BERNSTEIN
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0601 PIERCE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SIOUX CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd051101
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SECURITY NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum07122776586
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0110732
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SIOUX CITY
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0110732
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025521
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt085211
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0146487
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110732
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0120966
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt085211
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0737
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RIC LOSS NOT RECORDED UNTIL 4-1-25
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03039
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1151
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENTS TO CARRYING VALUE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014128
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SECURITY NATL BANK INVESTMENT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014128
TaxesSchedule/TaxesDetail/Amt01660
TaxesSchedule/TaxesDetail/Amt11760
TaxesSchedule/TaxesDetail/Amt2262
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01660
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07122558081
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL & GUSSIE BERNSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0421335958
ReturnHeader/Filer/PhoneNum07122558081
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 147
ReturnHeader/Filer/USAddress/CityNm0SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420634266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols Rise & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 Jones St Ste 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051101
ReturnHeader/PreparerPersonGrp/PhoneNum07122524309
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynette Meyer
ReturnHeader/ReturnTs02025-08-01T11:08:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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