Civic Intelligence

Norman and Sheila Bernstein Foundation

EIN 46-1910593 • Dakota Dunes, SD

377 West Sawgrass TrailDakota Dunes, SD 57049
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

85%

Faster asset growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

121%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$40,303

Up $18,567 (+85%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$40,303

Up $18,567 (+85%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin87th percentile

Revenue

Up

$41,877

Up $22,946 (+121%) from 2023

Expenses

Down

$23,033

Down $9,932 (-30%) from 2023

Net Income

Up

$18,844

Up $32,878 (+234%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$60K$40K$20K$0Assets 2013: $49,705Liabilities 2013: $4522013Assets 2014: $51,734Liabilities 2014: $2742014Assets 2015: $47,132Liabilities 2015: $2452015Assets 2017: $43,267Liabilities 2017: $0Net Assets 2017: $43,2672017Assets 2018: $27,564Liabilities 2018: $0Net Assets 2018: $27,5642018Assets 2019: $7,464Liabilities 2019: $0Net Assets 2019: $7,4642019Assets 2020: $37,596Liabilities 2020: $0Net Assets 2020: $37,5962020Assets 2021: $36,374Liabilities 2021: $0Net Assets 2021: $36,3742021Assets 2022: $35,770Liabilities 2022: $0Net Assets 2022: $35,7702022Assets 2023: $21,736Liabilities 2023: $0Net Assets 2023: $21,7362023Assets 2024: $40,303Liabilities 2024: $0Net Assets 2024: $40,3032024

Highlighted filing

2024

Assets$40,303
Liabilities$0
Net Assets$40,303
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 2013: $66,623Expenses 2013: $17,370Net Income 2013: $49,2532013Revenue 2014: $29,625Expenses 2014: $27,418Net Income 2014: $2,2072014Revenue 2015: $26,788Expenses 2015: $31,361Net Income 2015: -$4,5732015Revenue 2017: $8,126Expenses 2017: $25,898Net Income 2017: -$17,7722017Revenue 2018: $10,891Expenses 2018: $26,588Net Income 2018: -$15,6972018Revenue 2019: $5,491Expenses 2019: $25,598Net Income 2019: -$20,1072019Revenue 2020: $56,034Expenses 2020: $25,903Net Income 2020: $30,1312020Revenue 2021: $60,748Expenses 2021: $61,947Net Income 2021: -$1,1992021Revenue 2022: $16,240Expenses 2022: $16,858Net Income 2022: -$6182022Revenue 2023: $18,931Expenses 2023: $32,965Net Income 2023: -$14,0342023Revenue 2024: $41,877Expenses 2024: $23,033Net Income 2024: $18,8442024

Highlighted filing

2024

Revenue$41,877
Expenses$23,033
Net Income$18,844
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,303
Liabilities
$0
Net assets
$40,303
Revenue
$41,877
Expenses
$23,033
Net income
$18,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$41.9$23.0$18.8
2023Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$18.9$33.0$14.0
2022Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$16.2$16.9$0.62
2021Detailed filing. Detailed filing data is available for this year.$36.4$0.00$36.4$60.7$61.9$1.20
2020Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$56.0$25.9$30.1
2019Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$5.49$25.6$20.1
2018Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$10.9$26.6$15.7
2017Detailed filing. Detailed filing data is available for this year.$43.3$0.00$43.3$8.13$25.9$17.8
2015Summary only. Only limited summary data is available for this year.$47.1$0.25$26.8$31.4$4.57
2014Summary only. Only limited summary data is available for this year.$51.7$0.27$29.6$27.4$2.21
2013Summary only. Only limited summary data is available for this year.$49.7$0.45$66.6$17.4$49.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN BERNSTEINPresident/Director-$0--
SHEILA BERNSTEINVice President/Director-$0--
DEBRA BERNSTEIN LACROIXSecretary/Director-$0--
MICHAEL BERNSTEINTreasurer/Director-$0--
JUSTINA BERNSTEINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Norman and Sheila Bernstein Foundation
EIN
46-1910593
Phone
7122774000
Address
377 WEST SAWGRASS TRAIL, DAKOTA DUNES, SD 57049

Signing Officer

Name
Sheila Bernstein
Title
Director
Phone
7122774000
Signed
2025-06-05
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 Appendix308 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/PersonNm0NORMAN BERNSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHEILA BERNSTEIN
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0601 PIERCE ST
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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021800
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/DistributableAsAdjustedAmt02035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt031800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt061200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02035
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022465
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0155700
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt061200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025300
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0178165
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0158400
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt021800
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0NORMAN BERNSTEIN TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 147
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SIOUX CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd051102
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt040000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0277
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0395
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SECURITY NATL BANK INVEST MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0395
TaxesSchedule/TaxesDetail/Amt018
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEILA BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07122774000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORMAN AND SHEILA BERNSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0461910593
ReturnHeader/Filer/PhoneNum07122774000
ReturnHeader/Filer/USAddress/AddressLine1Txt0377 WEST SAWGRASS TRAIL
ReturnHeader/Filer/USAddress/CityNm0DAKOTA DUNES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SD
ReturnHeader/Filer/USAddress/ZIPCd057049
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/ReturnTs02025-07-25T13:10:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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