Civic Intelligence

Isaac Bernheim Trust

990T • Fiscal year 2020 • EIN 61-0514702

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 768-5892

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Latest loaded filing

2024

Assets$21,602,836
Liabilities$0
Net Assets$21,602,836
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Latest loaded filing

2024

Revenue$4,348,074
Expenses$2,667,119
Net Income$1,680,955
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
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.

Filing and Contact Details

Filer

Filer Name
Isaac Bernheim Trust
EIN
61-0514702
Phone
4127685892
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127685892
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
Raw XML Appendix117 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.

Path#Value
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IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt032695
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/UnrecapturedSection1250GainAmt0766
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt032695
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt032695
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt032695
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/UnrecapturedSection1250GainAmt0766
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt032695
IRS990T/BalanceDueAmt00
IRS990T/BookValueAssetsEOYAmt018226582
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt0272596
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt04
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/InterestDeductionAmt00
IRS990TScheduleA/InterestDeductionAmt10
IRS990TScheduleA/InterestDeductionAmt20
IRS990TScheduleA/InterestDeductionAmt30
IRS990TScheduleA/NetOperatingLossDeductionAmt01086
IRS990TScheduleA/NetOperatingLossDeductionAmt1745
IRS990TScheduleA/OtherDeductionsAmt00
IRS990TScheduleA/OtherDeductionsAmt10
IRS990TScheduleA/OtherDeductionsAmt20
IRS990TScheduleA/OtherIncomeAmt00
IRS990TScheduleA/OtherIncomeAmt10
IRS990TScheduleA/OtherIncomeAmt211
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/PrincipalBusinessActivityCd1525990
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IRS990TScheduleA/PrincipalBusinessActivityCd3525990
IRS990TScheduleA/SequenceReferenceNum01
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IRS990TScheduleA/SequenceTotalNum04
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IRS990TScheduleA/TotalDeductionsAmt00
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IRS990TScheduleA/TotalDeductionsAmt30
IRS990TScheduleA/TotalOrdinaryGainLossAmt0145276
IRS990TScheduleA/TotalOrdinaryGainLossAmt13990
IRS990TScheduleA/TotalOrdinaryGainLossAmt2602
IRS990TScheduleA/TotalOrdinaryGainLossAmt3116832
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt02736
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-212
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt2668
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt34524
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0148012
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt13778
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt21281
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt3121356
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0148012
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt21281
IRS990TScheduleA/TotUnrltTrdBusIncmAmt3121356
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt30
IRS990TScheduleA/TradeOrBusinessDesc0ENERGY TRANSFER LP
IRS990TScheduleA/TradeOrBusinessDesc1USA COMPRESSION PARTNERS, LP
IRS990TScheduleA/TradeOrBusinessDesc2SUNOCO LP
IRS990TScheduleA/TradeOrBusinessDesc3MPLX LP
IRS990TScheduleA/UBIBeforeNOLDedAmt0148012
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IRS990TScheduleA/UBIBeforeNOLDedAmt21281
IRS990TScheduleA/UBIBeforeNOLDedAmt3121356
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0146926
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt13033
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt21281
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt3121356
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt0272596
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127685892
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ISAAC BERNHEIM TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ISAA
ReturnHeader/Filer/EIN0610514702
ReturnHeader/Filer/PhoneNum04127685892
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL P8YB3502L
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum08445222059
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB J ZEHNDER
ReturnHeader/ReturnTs02021-11-15T16:00:16-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
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