Civic Intelligence

Norman and Sheila Bernstein Foundation

990PF • Fiscal year 2018 • EIN 46-1910593

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization Profile
377 West Sawgrass TrailDakota Dunes, SD 57049

(712) 277-4000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$27,564

Flat from 2018

Net Assets

Flat

$27,564

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$10,891

Flat from 2018

Expenses

Flat

$26,588

Flat from 2018

Net Income

Flat

-$15,697

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$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 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

2018

Assets$27,564
Liabilities$0
Net Assets$27,564
Open 2018 Filing

Operations Trend

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

2018

Revenue$10,891
Expenses$26,588
Net Income-$15,697
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers

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
2019-05-09
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 Appendix328 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DEBRA BERNSTEIN LACROIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHAEL BERNSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JUSTINA BERNSTEIN
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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/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/Amt025800
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/TotalGrantOrContriPdDurYrAmt025800
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/DistributableAsAdjustedAmt02353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025199
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012651
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02353
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010298
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0135667
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030453
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025199
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0145965
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0122518
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt025800
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RIC NOT RECEIVED UNTIL 2019 FOR 2018
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RIC RECEIVED IN 2018 FOR 2017
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0247
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SECURITY NATL BANK INVEST MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0247
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt031
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEILA BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07122774000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId079C204810C3A8A21773FE1CDD2B9430154EAE509
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF3BFBFFD5E94ED43D1DDB66CBE9F79C1487CC81
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.81
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:21:45
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/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02019-05-09T14:21:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,564
Liabilities
$0
Net assets
$27,564
Revenue
$10,891
Expenses
$26,588
Net income
-$15,697
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
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