Civic Intelligence

Isaac Bernheim Trust

990PF • Fiscal year 2016 • EIN 61-0514702

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 27, 2017

Organization ProfileN/A
620 Liberty Avenue 10th FloorPittsburgh, PA 15222-2705

(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.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.00x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

17th percentile

-10.0%

Higher net margin than 17% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

13th percentile

$28,894

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

28th percentile

-2.4%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-19%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$18,226,582

Down $441,674 (-2.4%) from 2015

Net Assets

Down

$18,226,582

Down $441,674 (-2.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin17th percentile

Revenue

Down

$1,565,907

Down $366,886 (-19%) from 2015

Expenses

Down

$1,722,082

Down $6,330 (-0.4%) from 2015

Net Income

Down

-$156,175

Down $360,556 (-176%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

2016

Assets$18,226,582
Liabilities$0
Net Assets$18,226,582
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

2016

Revenue$1,565,907
Expenses$1,722,082
Net Income-$156,175
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 27, 2017
Return Version
2016v3.0
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
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NACo-TrusteePT$28,894-$28,894
DEBRA B HYMANCo-Trustee-$0--
JON M BURNHAMCo-Trustee-$0--
MARSHALL P ELDRED JRCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Isaac Bernheim Trust
EIN
61-0514702
Phone
4127620861
Address
620 LIBERTY AVENUE 10TH FLOOR, PITTSBURGH, PA 15222-2705

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127620861
Signed
2017-06-27
Raw XML AppendixShowing 400 of 512 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-02-03
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0827604
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-156175
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0387245
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0101746
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018613827
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018668256
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018226582
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01429399
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01429399
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01429399
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01442591
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013192
IRS990PF/DistributableAmountGrp/TotalTaxAmt013192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06596
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt027186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013994
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt07398
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt027186
IRS990PF/FMVAssetsEOYAmt030324057
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt018605089
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt018167122
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt014825917
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013192604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt025348056
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt03
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt03
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt03
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt03
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02728615
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01506237
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01512384
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt075742
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt075740
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt040820
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt063167
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt059460
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0769637
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03183655
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03183655
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018668256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt018226582
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt030324057
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018668256
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt018226582
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018668256
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt018226582
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0268342
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0268343
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0239139
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt029291178
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt029291178
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0439368
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01442591
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt028851810
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt029291178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt075004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0BURNHAM ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt040 WEST 57TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt36
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt328894
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DEBRA B HYMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JON M BURNHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARSHALL P ELDRED JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PNC BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0BURNHAM SECURITIES 1325 AVENUE OF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1BURNHAM SECURITIES 1325 AVENUE OF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2FROSTBROWNTODDLLC 400 WEST MKT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3620 LIBERTY AVENUE 10TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PITTSBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2402023346
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd315222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01184367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01197559
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01533784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01457888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01405899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01382014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0510366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.018598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt013192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt028851810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt032459121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt032931299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt029952500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt028678652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt027442238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01602084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.20525
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01588892
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01602084
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt013192
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01602084
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0620 LIBERTY AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015222
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK N A
IRS990PF/StatementsRegardingActyGrp/PhoneNum04127620861
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01599194
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ISAAC W BERNHEIM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0HIGHWAY 245
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLERMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01599194
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,226,582
Liabilities
$0
Net assets
$18,226,582
Revenue
$1,565,907
Expenses
$1,722,082
Net income
-$156,175
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$0.00$21.6$4.35$2.67$1.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$0.00$19.9$1.42$2.53$1.12
2022Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$1.67$2.39$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.00$19.5$3.40$1.78$1.63
2016Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$1.57$1.72$0.16
2015Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.93$1.73$0.20
2014Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.31$1.62$0.31
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$1.06$1.55$0.49
2012Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$1.56
2011Summary only. Only limited summary data is available for this year.$21.2$0.00$21.2$1.09$0.97$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$0.00$21.0$1.58
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits