Civic Intelligence

Norman and Sheila Bernstein Foundation

990PF • Fiscal year 2021 • EIN 46-1910593

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
377 West Sawgrass TrailDakota Dunes, SD 57049

(712) 277-4000

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

33rd percentile

-2.0%

Higher net margin than 33% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

34th percentile

-3.3%

Faster asset growth than 34% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

8.4%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$36,374

Down $1,222 (-3.3%) from 2020

Net Assets

Down

$36,374

Down $1,222 (-3.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin33rd percentile

Revenue

Up

$60,748

Up $4,714 (+8.4%) from 2020

Expenses

Up

$61,947

Up $36,044 (+139%) from 2020

Net Income

Down

-$1,199

Down $31,330 (-104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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 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

2021

Assets$36,374
Liabilities$0
Net Assets$36,374
Open 2021 Filing

Operations Trend

Revenue Growth54th percentile

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 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

2021

Revenue$60,748
Expenses$61,947
Net Income-$1,199
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th 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
2022-05-05
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 Appendix310 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/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/TotalGrantOrContriPdDurYrAmt061200
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/DistributableAsAdjustedAmt02045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030453
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02045
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028408
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0161840
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt061200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025040
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0190248
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0131093
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt061200
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0NORMAN BERNSTEIN TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 147
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SIOUX CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd051102
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt057000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt023
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02021 RIC INCOME RECORDED IN 2022
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0195
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SECURITY NATL BANK INVEST MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0195
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt027
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEILA BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07122774000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
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/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/ReturnTs02022-05-11T08:08:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHEILA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNSTEIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,374
Liabilities
$0
Net assets
$36,374
Revenue
$60,748
Expenses
$61,947
Net income
-$1,199
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