Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
The Bert King Foundation Inc
EIN 04-3307917 • 501(c)3 • Natick, MA
Profile
The foundation's purpose is to further the aspirations of young african-american leaders through an interrelated set of activities. The foundation pursues its mission through four complementary activities: encouraging the pursuit of graduate management education and careers in business, providing financial awards to outstanding mba students whose achievements and goals entail a commitment to service and the advancement of others, facilitating opportunities for career and personal development, and conserving history and capturing wisdom to be shared across generations.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
3rd percentile
Higher net margin than 3% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
24th percentile
Faster asset growth than 24% of similar nonprofits.
Revenue Growth
7th percentile
Faster revenue growth than 7% of similar nonprofits.
Balance Sheet
Assets
Down$135,407
Down $60,291 (-31%) from 2013
Liabilities
Flat$0
Flat from 2013
Net Assets
Down$135,407
Down $60,291 (-31%) from 2013
Revenue
Down$7,365
Down $56,422 (-88%) from 2013
Expenses
Down$67,656
Down $27,968 (-29%) from 2013
Net Income
Down-$60,291
Down $28,454 (-89%) from 2013
Trend Graphs
Filings
Most recent year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $135,407
- Liabilities
- $0
- Net assets
- $135,407
- Revenue
- $7,365
- Expenses
- $67,656
- Net income
- -$60,291
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2014 to Dec 31, 2014
- Signed
- May 13, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $168,182
Mission and Program Overview
Mission
The foundation's purpose is to further the aspirations of young african-american leaders through an interrelated set of activities. The foundation pursues its mission through four complementary activities: encouraging the pursuit of graduate management education and careers in business, providing financial awards to outstanding mba students whose achievements and goals entail a commitment to service and the advancement of others, facilitating opportunities for career and personal development, and conserving history and capturing wisdom to be shared across generations.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| GRANTS/FELLOWSHIPS WERE MADE IN SUPPORT AND TO PROMOTE THE EDUCATION OF AFRICAN AMERICAN STUDENTS IN THE FIELD OF BUSINESS. | $2,500 | $49,945 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARY ELLEN GARDNER | Treasurer & Clerk | PT | $56,000 | - | $56,000 |
| JAMES I CASH JR | President/Director | - | $0 | - | - |
| CRAIG ROBINSON | Director | - | $0 | - | - |
| MODUPE AKINOLA ROBINSON | Director | - | $0 | - | - |
| DEMOND MARTIN | Director | - | $0 | - | - |
| GREG SHELL | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- The Bert King Foundation Inc
- EIN
- 04-3307917
- Phone
- 5086531703
- Address
- 10 FRONT STREET, NATICK, MA 01760
Signing Officer
- Name
- Mary Ellen Gardner
- Title
- Treasurer
- Phone
- 5086531703
- Signed
- 2015-05-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- KENNETH FREED & COMPANY CPA'S
- Address
- 396 COMMONWEALTH AVENUE, BOSTON, MA 02215
- Preparer
- Kenneth Freed CPA
- Phone
- 6174241100
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest and dividend. Amount: 1,980.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: award. Grantee name: amanda k. Johnson. Grantee relationship: none. Property description: cash. Amount given: 2,500.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: conferences, conventions & meetings. Amount: 2,452. Description: miscellaneous program expenses. Amount: 2,082. Description: administrative expenses. Amount: 1,822. Total to form 990-ez, line 16: 6,356.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: investments - securities. Beg. Of year amount: 134,298. End of year amount: 0. Description: loan receivable. Beg. Of year amount: 0. End of year amount: 5,000.”
Raw XML Appendix181 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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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JAMES I CASH JR |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DEMOND MARTIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | GREG SHELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER & CLERK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 134298 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 5000 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 6356 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE FOUNDATION'S PURPOSE IS TO FURTHER THE ASPIRATIONS OF YOUNG AFRICAN-AMERICAN LEADERS THROUGH AN INTERRELATED SET OF ACTIVITIES. THE FOUNDATION PURSUES ITS MISSION THROUGH FOUR COMPLEMENTARY ACTIVITIES: ENCOURAGING THE PURSUIT OF GRADUATE MANAGEMENT EDUCATION AND CAREERS IN BUSINESS, PROVIDING FINANCIAL AWARDS TO OUTSTANDING MBA STUDENTS WHOSE ACHIEVEMENTS AND GOALS ENTAIL A COMMITMENT TO SERVICE AND THE ADVANCEMENT OF OTHERS, FACILITATING OPPORTUNITIES FOR CAREER AND PERSONAL DEVELOPMENT, AND CONSERVING HISTORY AND CAPTURING WISDOM TO BE SHARED ACROSS GENERATIONS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | GRANTS/FELLOWSHIPS WERE MADE IN SUPPORT AND TO PROMOTE THE EDUCATION OF AFRICAN AMERICAN STUDENTS IN THE FIELD OF BUSINESS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 2500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 49945 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 56000 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 100498 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 67656 |
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| IRS990EZ/TotalRevenueAmt | 0 | 7365 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
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| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 180416 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4550 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 9250 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 319637 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 1980 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2005 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2187 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3796 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3596 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 13564 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 22050 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.38000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.44930 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 126602 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 193035 |
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| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 319637 |
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| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST AND DIVIDEND. AMOUNT: 1,980. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: AWARD. GRANTEE NAME: AMANDA K. JOHNSON. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS. AMOUNT: 2,452. DESCRIPTION: MISCELLANEOUS PROGRAM EXPENSES. AMOUNT: 2,082. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1,822. TOTAL TO FORM 990-EZ, LINE 16: 6,356. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: INVESTMENTS - SECURITIES. BEG. OF YEAR AMOUNT: 134,298. END OF YEAR AMOUNT: 0. DESCRIPTION: LOAN RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 5,000. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MARY ELLEN GARDNER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5086531703 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-05-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE BERT KING FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BERT |
| ReturnHeader/Filer/EIN | 0 | 043307917 |
| ReturnHeader/Filer/PhoneNum | 0 | 5086531703 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 10 FRONT STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NATICK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 01760 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 043331893 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | KENNETH FREED & COMPANY CPA'S |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 396 COMMONWEALTH AVENUE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BOSTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 02215 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6174241100 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-05-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KENNETH FREED CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2015-06-03T07:40:50-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.