Civic Intelligence

Bernstein Ritenis Foundation

990PF • Fiscal year 2021 • EIN 87-4099453

Dec 22, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
207 West 79th Street 6BNew York, NY 10024

(312) 609-7570

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

75th percentile

0.00x

Higher debt load relative to revenue than 75% of similar nonprofits.

2021 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2021

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2021 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2021 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

$3,307,540

No earlier filing loaded for comparison.

Net Assets

$3,307,540

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin99th percentile

Revenue

$5,001,355

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$5,001,355

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2021: $3,307,540Liabilities 2021: $0Net Assets 2021: $3,307,5402021Assets 2022: $3,616,466Liabilities 2022: $1Net Assets 2022: $3,616,4662022Assets 2023: $3,685,112Liabilities 2023: $1Net Assets 2023: $3,685,1122023Assets 2024: $3,544,013Liabilities 2024: $0Net Assets 2024: $3,544,0132024

Highlighted filing

2021

Assets$3,307,540
Liabilities$0
Net Assets$3,307,540
Open 2021 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-$2.0MRevenue 2021: $5,001,355Expenses 2021: $0Net Income 2021: $5,001,3552021Revenue 2022: $1,176,756Expenses 2022: $490,305Net Income 2022: $686,4512022Revenue 2023: $294,950Expenses 2023: $253,238Net Income 2023: $41,7122023Revenue 2024: $172,993Expenses 2024: $287,092Net Income 2024: -$114,0992024

Highlighted filing

2021

Revenue$5,001,355
Expenses$0
Net Income$5,001,355
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 22, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD BERNSTEINTrustee-$0--
INGE CHRISTINE RITENISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bernstein Ritenis Foundation
EIN
87-4099453
Phone
3126097570
Address
207 WEST 79TH STREET 6B, NEW YORK, NY 10024

Signing Officer

Name
Richard Bernstein
Title
Trustee
Phone
3126097570
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
1301 AVENUE OF THE AMERICAS, NEW YORK, NY 10019
Preparer
Steve Kreinik
Phone
2122970400
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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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc07,050 SHS EXXON MOBIL CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1EATON VANCE RICHARD BERNSTEIN EQUITY STRATEGY FUND 169,735.229 SHARES $3,288,120
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc26,775 SHS FIRST TRUST ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc34,000 SHS HAIN CELESTIAL GROUP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4795 SHS PROCTOR & GAMBLE CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22021-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32021-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42021-12-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01693815
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0RICHARD BERNSTEIN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0207 WEST 79TH ST APT 6B
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010024
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126097570
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNSTEIN RITENIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0874099453
ReturnHeader/Filer/PhoneNum03126097570
ReturnHeader/Filer/USAddress/AddressLine1Txt0207 WEST 79TH STREET 6B
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010019
ReturnHeader/PreparerPersonGrp/PhoneNum02122970400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE KREINIK
ReturnHeader/ReturnTs02022-05-16T12:28:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNSTEIN
ReturnHeader/TaxPeriodBeginDt02021-12-22
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

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

Open filing
Assets
$3,307,540
Liabilities
$0
Net assets
$3,307,540
Revenue
$5,001,355
Expenses
$0
Net income
$5,001,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.17$0.29$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.29$0.25$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$1.18$0.49$0.69
2021Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$5.00$0.00$5.00