Civic Intelligence

Samuel and Gussie Bernstein Foundation Rvoc Tr

990PF • Fiscal year 2019 • EIN 42-1335958

Apr 01, 2018 to Mar 31, 2019 • Filed on Jul 10, 2019

Organization Profile
PO Box 147Sioux City, IA 51102

(712) 255-8081

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

46th percentile

1.1%

Faster asset growth than 46% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-13%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,244,358

Up $24,843 (+1.1%) from 2018

Net Assets

Up

$2,244,358

Up $24,843 (+1.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin69th percentile

Revenue

Down

$160,072

Down $24,828 (-13%) from 2018

Expenses

Down

$137,257

Down $5,856 (-4.1%) from 2018

Net Income

Down

$22,815

Down $18,972 (-45%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$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

2019

Assets$2,244,358
Liabilities$0
Net Assets$2,244,358
Open 2019 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$160,072
Expenses$137,257
Net Income$22,815
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jul 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BERNSTEINPresident/Director-$0--
NORMA 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
2019-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Nichols Rise & Company LLP
Address
1000 W 29th Street Suite 218, South Sioux City, NE 68776
Preparer
Scott B Bieber
Phone
4024945320
Raw XML Appendix349 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SECURITY NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum07122776586
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0121000
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/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0121000
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/AppliedToCurrentYearAmt050901
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0121592
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt070691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt070691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt070691
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt070099
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt070099
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0121000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt070099
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt070691
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt070099
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01412
OtherDecreasesSchedule/OtherDecreasesDetail/Amt14552
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RIC INCOME POSTED 4-1-19 FOR 3-31-19
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TIMING DIFFERENCE OF COMMON FUND EARNINGS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01170
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12143
OtherIncreasesSchedule/OtherIncreasesDetail/Amt24679
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RIC INCOME NOT RECORDED UNTIL 4-1-18
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TIMING DIFFERENCE OF COMMON FUND EARNINGS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2BASIS ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011905
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1224
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SECURITY NATL BANK INVESTMENT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1COMMON TRUST FUND INVESTMENT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011905
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1224
TaxesSchedule/TaxesDetail/Amt01660
TaxesSchedule/TaxesDetail/Amt11692
TaxesSchedule/TaxesDetail/Amt2266
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01660
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07122558081
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId079C204810C3A8A21773FE1CDD2B9430154EAE509
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF3BFBFFD5E94ED43D1DDB66CBE9F79C1487CC81
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.81
ReturnHeader/FilingSecurityInformation/IPDt02019-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:09:50
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols Rise & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 W 29th Street Suite 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068776
ReturnHeader/PreparerPersonGrp/PhoneNum04024945320
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02019-07-10T11:09:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,244,358
Liabilities
$0
Net assets
$2,244,358
Revenue
$160,072
Expenses
$137,257
Net income
$22,815
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