Civic Intelligence

Joanie C Bernard Foundation

990T • Fiscal year 2024 • EIN 88-2451668

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 05, 2025

Organization Profile
PO Box 630858Cincinnati, OH 45263-0858

(513) 534-5310

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

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

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

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

$100M$50M$0Assets 2023: $79,797,612Liabilities 2023: $0Net Assets 2023: $79,797,6122023Assets 2024: $81,127,635Liabilities 2024: $0Net Assets 2024: $81,127,6352024

Latest loaded filing

2024

Assets$81,127,635
Liabilities$0
Net Assets$81,127,635
Open 2024 Filing

Operations Trend

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

$100M$50M$0Revenue 2023: $95,627,029Expenses 2023: $4,682,681Net Income 2023: $90,944,3482023Revenue 2024: $6,882,116Expenses 2024: $5,265,331Net Income 2024: $1,616,7852024

Latest loaded filing

2024

Revenue$6,882,116
Expenses$5,265,331
Net Income$1,616,785
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 5, 2025
Return Version
2023v8.0
Filing and Contact Details

Filer

Filer Name
Joanie C Bernard Foundation
EIN
88-2451668
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2025-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Derek Mastic
Phone
4126447407
Raw XML Appendix60 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
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIFTH THIRD BANK NA
IRS990T/BooksInCareOfDetail/PhoneNum05135347001
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt038 FOUNTAIN SQUARE PLZ MD1090VD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd045202
IRS990T/BookValueAssetsEOYAmt081127635
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0THE 990-T IS FILED AS A VEHICLE TO TRANSMIT FORMS 926
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05135345310
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOANIE C BERNARD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0882451668
ReturnHeader/Filer/PhoneNum05135345310
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 630858
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452630858
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447407
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEREK MASTIC
ReturnHeader/ReturnTs02025-02-05T20:01:12-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • 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
2024Detailed filing. Detailed filing data is available for this year.$81.1$0.00$81.1$6.88$5.27$1.62
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$79.8$0.00$79.8$95.6$4.68$90.9