Civic Intelligence

Isaac Bernheim Trust

990PF • Fiscal year 2013 • EIN 61-0514702

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

C/O Pnc Bank 620 Liberty Avenue15222-2705

(412) 762-0861

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

5th percentile

0.00x

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

5th percentile

-47%

Higher net margin than 5% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

15th percentile

$28,900

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

23rd percentile

-2.5%

Faster asset growth than 23% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

34th percentile

-1.4%

Faster revenue growth than 34% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2013

Assets

Down

$19,015,508

Down $491,504 (-2.5%) from 2012

Net Assets

Down

$19,015,508

Down $491,504 (-2.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$1,055,702

No earlier filing loaded for comparison.

Expenses

Down

$1,547,206

Down $10,967 (-0.7%) from 2012

Net Income

-$491,504

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $21,049,361Liabilities 2010: $0Net Assets 2010: $21,049,3612010Assets 2011: $21,164,177Liabilities 2011: $0Net Assets 2011: $21,164,1772011Assets 2012: $19,507,012Liabilities 2012: $0Net Assets 2012: $19,507,0122012Assets 2013: $19,015,508Liabilities 2013: $0Net Assets 2013: $19,015,5082013Assets 2014: $18,647,561Liabilities 2014: $0Net Assets 2014: $18,647,5612014Assets 2015: $18,668,256Liabilities 2015: $0Net Assets 2015: $18,668,2562015Assets 2016: $18,226,582Liabilities 2016: $0Net Assets 2016: $18,226,5822016Assets 2017: $19,497,094Liabilities 2017: $0Net Assets 2017: $19,497,0942017Assets 2022: $21,030,575Liabilities 2022: $0Net Assets 2022: $21,030,5752022Assets 2023: $19,888,032Liabilities 2023: $0Net Assets 2023: $19,888,0322023Assets 2024: $21,602,836Liabilities 2024: $0Net Assets 2024: $21,602,8362024

Highlighted filing

2013

Assets$19,015,508
Liabilities$0
Net Assets$19,015,508

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,577,3072010Revenue 2011: $1,085,899Expenses 2011: $965,199Net Income 2011: $120,7002011Expenses 2012: $1,558,1732012Revenue 2013: $1,055,702Expenses 2013: $1,547,206Net Income 2013: -$491,5042013Revenue 2014: $1,311,222Expenses 2014: $1,622,049Net Income 2014: -$310,8272014Revenue 2015: $1,932,793Expenses 2015: $1,728,412Net Income 2015: $204,3812015Revenue 2016: $1,565,907Expenses 2016: $1,722,082Net Income 2016: -$156,1752016Revenue 2017: $3,402,916Expenses 2017: $1,776,110Net Income 2017: $1,626,8062017Revenue 2022: $1,672,690Expenses 2022: $2,387,144Net Income 2022: -$714,4542022Revenue 2023: $1,417,630Expenses 2023: $2,533,162Net Income 2023: -$1,115,5322023Revenue 2024: $4,348,074Expenses 2024: $2,667,119Net Income 2024: $1,680,9552024

Highlighted filing

2013

Revenue$1,055,702
Expenses$1,547,206
Net Income-$491,504
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 30, 2014
Return Version
2013v3.0
Mission and Program Overview

Mission

A supporting organization to the issac bernheim foundation whose mission is to connect people with nature through land conservation, education, ecological research and sustainable landscapes.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NACo-TrusteePT$28,900-$28,900
DEBRA B HYMANCo-Trustee-$0--
MARSHALL P ELDRED JRCo-Trustee-$0--
JON M BURNHAMCo-Trustee-$0--
Filing and Contact Details

Filer

EIN
61-0514702
Phone
4127620861

Signing Officer

Name
John W Alrutz
Title
Assistant Vice-president
Phone
4127620861
Signed
2014-04-30
Raw XML Appendix385 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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01000234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01008060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01382014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0510366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.033394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.018598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt029952500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt028678652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt027442238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01413725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.066788
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01405899
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01413725
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt07826
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01413725
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10620 LIBERTY AVENUE 10TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode015222
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10PNC BANK N A
IRS990PF/StatementsRegardingActyGrp/PhoneNum04127620861
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01410665
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR THE GENERAL USE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10BERNHEIM ARBORETUM & RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10HIGHWAY 245
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CLERMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode040110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01410665
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01377438
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt036287
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01489799
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01413725
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0112361
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt036287
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROCESSING FEES ON FOREIGN DIVIDENDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PENALTY & INTEREST ON 2011 LATE PAYMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4CASH CONTRIBUTIONS FROM PARTNERSHIP K-1S
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4170
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0101026
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1450
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23791
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0101026
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt40
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0219351
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt161
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ORDINARY INCOME FROM FINAL EAGLE ROCK K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ORDINARY LOSS FROM FINAL SANDRIDGE PERMIAN TRUST K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ORDINARY BUSINESS INCOME FROM SUNOCO LOGISTICS (SXL) K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc4ROYALTIES FROM PARTNERSHIP K-1S
OtherIncomeSchedule2/OtherIncomeDetail/Desc5ORDINARY BUSINESS INCOME FROM MEMORIAL PRODUCTION PARTNERS K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc6CLASS ACTION PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt111360
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-12337
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt32301
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt411843
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt53768
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0219351
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt161
TaxesSchedule/TaxesDetail/Amt05640
TaxesSchedule/TaxesDetail/Amt1355
TaxesSchedule/TaxesDetail/CategoryTxt02013 ESTIMATED EXCISE TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt12012 FEDERAL EXCISE TAX BALANCE DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN W ALRUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127620861
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10ISAAC BERNHEIM TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ISAA
ReturnHeader/Filer/EIN0610514702
ReturnHeader/Filer/PhoneNum04127620861
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK 620 LIBERTY AVENUE
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/ReturnTs02014-04-30T14:58:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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