Civic Intelligence

Foerster Bernstein Foundation

990PF • Fiscal year 2022 • EIN 46-3979917

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

97th percentile

98%

Higher net margin than 97% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

73rd percentile

8.7%

Faster asset growth than 73% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

148%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$48,511,422

Up $3,883,935 (+8.7%) from 2021

Net Assets

Up

$48,511,422

Up $3,883,935 (+8.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin97th percentile

Revenue

Up

$3,947,160

Up $2,352,644 (+148%) from 2021

Expenses

Down

$63,225

Down $35,800 (-36%) from 2021

Net Income

Up

$3,883,935

Up $2,388,444 (+160%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$60M$40M$20M$0Assets 2013: $15,013,035Liabilities 2013: $02013Assets 2014: $27,828,719Liabilities 2014: $0Net Assets 2014: $27,828,7192014Assets 2015: $42,740,987Liabilities 2015: $0Net Assets 2015: $42,740,9872015Assets 2016: $46,963,869Liabilities 2016: $0Net Assets 2016: $46,963,8692016Assets 2017: $45,606,618Liabilities 2017: $0Net Assets 2017: $45,606,6182017Assets 2018: $41,471,923Liabilities 2018: $0Net Assets 2018: $41,471,9232018Assets 2019: $42,033,574Liabilities 2019: $0Net Assets 2019: $42,033,5742019Assets 2020: $43,131,996Liabilities 2020: $0Net Assets 2020: $43,131,9962020Assets 2021: $44,627,487Liabilities 2021: $0Net Assets 2021: $44,627,4872021Assets 2022: $48,511,422Liabilities 2022: $0Net Assets 2022: $48,511,4222022Assets 2023: $51,009,922Liabilities 2023: $0Net Assets 2023: $51,009,9222023Assets 2024: $56,040,331Liabilities 2024: $0Net Assets 2024: $56,040,3312024

Highlighted filing

2022

Assets$48,511,422
Liabilities$0
Net Assets$48,511,422
Open 2022 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2013: $15,013,035Expenses 2013: $0Net Income 2013: $15,013,0352013Revenue 2014: $15,001,650Expenses 2014: $2,185,966Net Income 2014: $12,815,6842014Revenue 2015: $15,014,061Expenses 2015: $101,793Net Income 2015: $14,912,2682015Revenue 2016: $8,373,089Expenses 2016: $4,150,207Net Income 2016: $4,222,8822016Revenue 2017: $2,323,796Expenses 2017: $3,681,047Net Income 2017: -$1,357,2512017Revenue 2018: $2,597,002Expenses 2018: $6,731,697Net Income 2018: -$4,134,6952018Revenue 2019: $2,685,362Expenses 2019: $2,123,711Net Income 2019: $561,6512019Revenue 2020: $1,196,547Expenses 2020: $98,125Net Income 2020: $1,098,4222020Revenue 2021: $1,594,516Expenses 2021: $99,025Net Income 2021: $1,495,4912021Revenue 2022: $3,947,160Expenses 2022: $63,225Net Income 2022: $3,883,9352022Revenue 2023: $4,048,770Expenses 2023: $1,550,270Net Income 2023: $2,498,5002023Revenue 2024: $5,162,650Expenses 2024: $132,241Net Income 2024: $5,030,4092024

Highlighted filing

2022

Revenue$3,947,160
Expenses$63,225
Net Income$3,883,935
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel BernsteinDir, Sec, Treas, Co- Pres-$0--
Claire FoersterCo- Pres, Director-$0--
Filing and Contact Details

Filer

Filer Name
Foerster Bernstein Foundation
EIN
46-3979917
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Daniel S Bernstein
Title
Co-president
Phone
8008391754
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix306 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt024024003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019931354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VANGUARD INFLATION PROTECTION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0527372
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Daniel Bernstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Claire Foerster
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Claire Foerster
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Daniel Bernstein
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Alzheimer Drug Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALZHEIMERS DRUG DISCOVERY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt057 W 57TH ST STE 904
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010019
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
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/AppliedToCurrentYearAmt052725
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02107220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02054495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0165439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04207004
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02054495
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02317948
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0165439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02152509
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052725
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02317948
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04372443
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Bernstein Daniel
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0501 SILVERSIDE RD STE 123
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WILMINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019809
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt034700
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt034700
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt07000
TaxesSchedule/TaxesDetail/Amt13500
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2022
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2021
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel S Bernstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Foerster Bernstein Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FOER
ReturnHeader/Filer/EIN0463979917
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02023-11-15T19:27:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Daniel S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bernstein
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,511,422
Liabilities
$0
Net assets
$48,511,422
Revenue
$3,947,160
Expenses
$63,225
Net income
$3,883,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$5.16$0.13$5.03
2023Detailed filing. Detailed filing data is available for this year.$51.0$0.00$51.0$4.05$1.55$2.50
2022Detailed filing. Detailed filing data is available for this year.$48.5$0.00$48.5$3.95$0.06$3.88
2021Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$1.59$0.10$1.50
2020Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$1.20$0.10$1.10
2019Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$2.69$2.12$0.56
2018Detailed filing. Detailed filing data is available for this year.$41.5$0.00$41.5$2.60$6.73$4.13
2017Detailed filing. Detailed filing data is available for this year.$45.6$0.00$45.6$2.32$3.68$1.36
2016Detailed filing. Detailed filing data is available for this year.$47.0$0.00$47.0$8.37$4.15$4.22
2015Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$15.0$0.10$14.9
2014Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$15.0$2.19$12.8
2013Summary only. Only limited summary data is available for this year.$15.0$0.00$15.0$0.00$15.0