Civic Intelligence

Samuel and Gussie Bernstein Foundation Rvoc Tr

990PF • Fiscal year 2020 • EIN 42-1335958

Apr 01, 2019 to Mar 31, 2020 • Filed on Jun 08, 2020

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

78th percentile

29%

Higher net margin than 78% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

48th percentile

2.7%

Faster asset growth than 48% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

38%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,304,655

Up $60,297 (+2.7%) from 2019

Net Assets

Up

$2,304,655

Up $60,297 (+2.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin78th percentile

Revenue

Up

$221,096

Up $61,024 (+38%) from 2019

Expenses

Up

$157,866

Up $20,609 (+15%) from 2019

Net Income

Up

$63,230

Up $40,415 (+177%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2020

Assets$2,304,655
Liabilities$0
Net Assets$2,304,655
Open 2020 Filing

Operations Trend

Revenue Growth83rd 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

2020

Revenue$221,096
Expenses$157,866
Net Income$63,230
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jun 8, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th 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
2020-06-08
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 Appendix343 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/Amt0138500
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0138500
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/AppliedToCurrentYearAmt052285
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0122384
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt070099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt070099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt070099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt086215
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt086215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0138500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt086215
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt070099
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt086215
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01233
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13686
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RIC INCOME POSTED 4-1-20 FOR 3-31-20
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CORE FUNDS BASIS ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01491
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1495
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RIC INCOME NOT RECORDED UNTIL 4-1-19
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TIMING DIFFERENCE OF COMMON FUND EARNINGS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012264
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1337
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SECURITY NATL BANK INVESTMENT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1COMMON TRUST FUND INVESTMENT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012264
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1337
TaxesSchedule/TaxesDetail/Amt02111
TaxesSchedule/TaxesDetail/Amt12916
TaxesSchedule/TaxesDetail/Amt21223
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02111
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07122558081
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-08
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/AtSubmissionFilingDeviceId026B69A732F1BD26892F5F227FFD781D7A8D770B4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.80
ReturnHeader/FilingSecurityInformation/IPDt02020-06-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:51:08
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/ReturnTs02020-06-08T07:51:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,304,655
Liabilities
$0
Net assets
$2,304,655
Revenue
$221,096
Expenses
$157,866
Net income
$63,230
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