Civic Intelligence

Bert'S Big Adventure Inc

990 • Fiscal year 2015 • EIN 05-0523733

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileWWW.BERTSBIGADVENTURE.ORG
45 Old Ivy Road NEAtlanta, GA 30342

(404) 414-2020

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

98th percentile

$300,000

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 39.3% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

24%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$540,615

Up $95,682 (+22%) from 2014

Net Assets

Up

$540,615

Up $95,682 (+22%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin74th percentile

Revenue

Up

$763,521

Up $149,796 (+24%) from 2014

Expenses

Down

$642,440

Down $74,451 (-10%) from 2014

Net Income

Up

$121,081

Up $224,247 (+217%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $279,271Liabilities 2011: $0Net Assets 2011: $279,2712011Assets 2012: $338,832Liabilities 2012: $0Net Assets 2012: $338,8322012Assets 2013: $413,534Liabilities 2013: $0Net Assets 2013: $413,5342013Assets 2014: $444,933Liabilities 2014: $0Net Assets 2014: $444,9332014Assets 2015: $540,615Liabilities 2015: $0Net Assets 2015: $540,6152015Assets 2016: $707,726Liabilities 2016: $0Net Assets 2016: $707,7262016Assets 2017: $779,720Liabilities 2017: $0Net Assets 2017: $779,7202017Assets 2018: $927,885Liabilities 2018: $0Net Assets 2018: $927,8852018Assets 2019: $1,084,226Liabilities 2019: $0Net Assets 2019: $1,084,2262019Assets 2020: $1,168,361Liabilities 2020: $67,369Net Assets 2020: $1,100,9922020Assets 2021: $1,849,134Liabilities 2021: $23,214Net Assets 2021: $1,825,9202021Assets 2022: $2,296,789Liabilities 2022: $167,234Net Assets 2022: $2,129,5552022Assets 2023: $2,582,188Liabilities 2023: $143,733Net Assets 2023: $2,438,4552023Assets 2024: $2,081,922Liabilities 2024: $51,502Net Assets 2024: $2,030,4202024

Highlighted filing

2015

Assets$540,615
Liabilities$0
Net Assets$540,615
Open 2015 Filing

Operations Trend

Revenue Growth77th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $654,358Expenses 2011: $713,782Net Income 2011: -$59,4242011Expenses 2012: $829,8572012Revenue 2013: $685,544Expenses 2013: $862,708Net Income 2013: -$177,1642013Revenue 2014: $613,725Expenses 2014: $716,891Net Income 2014: -$103,1662014Revenue 2015: $763,521Expenses 2015: $642,440Net Income 2015: $121,0812015Revenue 2016: $811,469Expenses 2016: $666,700Net Income 2016: $144,7692016Revenue 2017: $935,661Expenses 2017: $861,231Net Income 2017: $74,4302017Revenue 2018: $992,496Expenses 2018: $844,331Net Income 2018: $148,1652018Revenue 2019: $1,224,146Expenses 2019: $1,067,806Net Income 2019: $156,3402019Revenue 2020: $1,104,897Expenses 2020: $1,088,131Net Income 2020: $16,7662020Revenue 2021: $1,419,688Expenses 2021: $694,760Net Income 2021: $724,9282021Revenue 2022: $1,420,472Expenses 2022: $1,116,837Net Income 2022: $303,6352022Revenue 2023: $1,780,774Expenses 2023: $1,471,874Net Income 2023: $308,9002023Revenue 2024: $1,265,365Expenses 2024: $1,673,400Net Income 2024: -$408,0352024

Highlighted filing

2015

Revenue$763,521
Expenses$642,440
Net Income$121,081
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$859,380
Mission and Program Overview

Mission

Established in 2002, Bert's Big Adventure is a 501(c)(3) nonprofit organization that provides a magical, all-expenses-paid, five-day journey to Walt Disney World for children with chronic and terminal illnesses and their families. Following the annual trip, Bert's Big Adventure provides year-round support through initiatives such as the Family Reunion Adventures, the Fairy Godparent volunteer program, and additional charitable services. The trip and programs create a community of families that establish lasting friendships with others facing similar challenges.

To provide a trip to disney and other charitable services to kids with chronic/terminal illnesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$434,931$528,124▲ $93,193
Land, Buildings, and Equipment, Net$0$2,913▲ $2,913
Total Assets$444,933$540,615▲ $95,682
Other Assets Total$10,002$9,578▼ $424
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$444,183$540,615▲ $96,432
Temporarily Rstr Net Assets$750$0▼ $750
Total Net Assets Fund Balance$444,933$540,615▲ $95,682
Total Liabilities and Net Assets / Fund Balance$444,933$540,615▲ $95,682

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,343--
Leasehold Improvements$570--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Molly DarbyExecutive Director/secretaryFT$72,822$72,822

Board Members and Trustees

NameTitle
Herbert L WeissPresident
Stacey S WeissVice President Chairman
Cindy PowersDirector
Dino Thompson-sarmientoDirector
Laura SturtevantDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$480,314
Program Service Revenue
$0
Investment Income
$514
Other Revenue
$282,693
All Other Contributions
$480,314
Change in Net Assets
$121,081

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Cars and Other Vehicles1$39,766Fair Market Value
Other Non Cash Contri Table1$2,400Fair Market Value
Other Non Cash Contri Table1$995Fair Market Value
Other Non Cash Contri Table1$503Fair Market Value
Other Non Cash Contri Table1$300Fair Market Value
Total Noncash Contributions5$43,964-

Audited Revenue Reconciliation

Revenue per Audited Statements
$709,119
Revenue Not Reported on Financial Statements
$54,402
Revenue Not Reported on Form 990
$334,529
Other Revenue Adjustments
$54,402
Total Revenue per Audited Statements
$1,043,648
Total Revenue per Form 990
$763,521
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$279,015
Salaries, Compensation, and Employee Benefits$167,482
Other Expenses$141,541
Total Fundraising Expense$101,068
Professional Fundraising Fees$54,402

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$279,015--$279,015
Current Officers, Directors, Trustees, and Key Employees$103,707$12,963$12,963$129,633
Fees for Services Professional Fundraising--$54,402$54,402
Fees for Services Accounting$23,462$7,821$7,821$39,104
Occupancy$20,941$6,980$6,980$34,901
Advertising$24,009-$8,003$32,012
Comp Disqual Persons$16,638$2,080$2,080$20,798
Payroll Taxes$9,599$993$2,648$13,240
Office Expenses$5,545$1,848$1,848$9,241
Insurance$4,938$1,636-$6,574
Other Employee Benefits$3,049$381$381$3,811
All Other Expenses$1,755$585$585$2,925
Conferences and Meetings$1,145$382$382$1,909
Other Expenses$791$264$264$1,319
Total Functional Expenses$502,728$38,644$101,068$642,440

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$947,966
Total Expenses per Form 990$642,440
Expenses per Audited Statements$588,038
Expenses Not Reported on Form 990$359,928
Expenses Not Reported on Financial Statements$54,402
Other Expense Adjustments$54,402
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$378,552
Fundraising Direct Expenses$95,859
Professional Fundraising Fees$54,402

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Audi Car Raffle$159,765$159,765$20,234$139,531
JERSEY MIKE'S TAKEOVER$99,921$99,921$16,385$83,536
Total Events$378,550$378,550$95,859$282,691
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Explanation: the founding officers of bert's big adventure, inc. Are also the current president and ceo of the foundation, stacey s weiss and herbert l weiss. These officers receive no compensation, financial, or material items from the foundation.”

Form 990, Part VI, Section B, Line 11

“Explanation: form 990 is prepared by an independent certified public accounting firm that also performs the financial statement audit. The completed form 990 and schedule a are presented to the officers of the foundation for review and discussion. Any required adjustments or revisions are made prior to filing the return.”

Form 990, Part VI, Section C, Line 19

“Explanation: documents and/or financial reports of the foundation are made available upon any written request or visitation by the public. Requests are fulfilled by visual inspection during visitations to the office, or, by providing copies of the requested documents.”

Filing and Contact Details

Filer

Filer Name
BERT'S BIG ADVENTURE INC
EIN
05-0523733
Phone
4044142020
Address
45 OLD IVY ROAD NE, ATLANTA, GA 30342

Signing Officer

Name
Stacey S Weiss
Title
Vice President Chairman
Phone
4044142020
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacey S Weiss
Formed
2002
Legal Domicile
Ga
Voting Board Members
3
Independent Board Members
0
Employees
5
Volunteers
90

Preparer

Firm
Bennett Thrasher Llp
Address
3625 CUMBERLAND BOULEVARD 1000, ATLANTA, GA 30339
Preparer
Christopher V Benner
Phone
7703962200
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Professional fundraising separately stated on part ix, 54,402. Statement of functional expenses”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Professional fundraising separately stated on part ix, 54,402. Statement of functional expenses”

Raw XML AppendixShowing 400 of 557 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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IRS990/Desc0WALT DISNEY WORLD TRIP: THIS TRIP IS AN ANNUAL, FIVE-DAY, ALL-EXPENSES-PAID TRIP TO WALT DISNEY WORLD FOR CHILDREN WITH CHRONIC AND TERMINAL ILLNESSES AND THEIR FAMILIES. EACH YEAR, WE TAKE 12 TO 15 FAMILIES, INCLUDING ALL INDIVIDUALS LIVING UNDER THE SAME ROOF AS THE CHILD. FROM THE LIMO RIDES AND CHARTERED FLIGHT TO THE CHARACTER-FILLED PARTIES AND PRINCESS MAKEOVERS, THE TRIP IS NOTHING SHORT OF MAGICAL. THROUGHOUT THE TRIP, EACH FAMILY IS ACCOMPANIED BY A BERT'S BIG ADVENTURE LIAISON, ALLOWING THEM TO GET THE MOST OUT OF THEIR ONCE-IN-A-LIFETIME EXPERIENCE. WHILE THE TRUE IMPACT IS DIFFICULT TO MEASURE NUMERICALLY, THE WORDS OF OUR BERT'S BIG ADVENTURE CHILDREN'S PARENTS SPEAK VOLUMES. "THE FIVE DAYS WE SPENT WITH BERT'S BIG ADVENTURE WERE THE BEST OF MY LIFE. IT WASN'T JUST A TRIP BUT MORE OF A MAGICAL JOURNEY THAT WILL PROVIDE A LIFETIME OF WARM, LOVING MEMORIES FOR MY FAMILY... I WAS HUMBLED AT THE CONTINUED GENEROSITY THAT POURED OUT TOWARDS ALL OF THE CHILDREN. I WITNESSED DISABLED CHILDREN DANCING AND TRYING TO DO THINGS THEY AREN'T 'SUPPOSED' TO BE ABLE TO DO. BERT'S BIG ADVENTURE JUST PUSHES ON WITH PERSEVERANCE TO MAKE THESE CHILDREN SO HAPPY THAT THEY ARE MOVED TO DO THE IMPOSSIBLE. AT THE HEART OF BERT'S BIG ADVENTURE'S SUCCESS IS A PURPOSE TO PROVIDE THESE KIDS SOMETHING THEY WOULDN'T BE ABLE TO OBTAIN ELSEWHERE THIS OVERWHELMED ME BECAUSE THE GREATEST GIFTS A CHILD CAN RECEIVE ARE TO BE HEARD, TO BE LISTENED TO AND TO BE LOVED. TOO MANY TYPICAL PEOPLE IN OUR EVERYDAY WORLD IGNORE THESE KIDS REGULARLY IF BY SIMPLY NOT KNOWING OR UNDERSTANDING A BETTER WAY." -TARA MALONE, MOTHER OF NOAH, BERT'S BIG ADVENTURE IN 2015, 12 CHILDREN AND THEIR FAMILIES FOR A TOTAL OF 72 PERSONS WERE TAKEN TO DISNEY ABOARD A CHARTERED AIRPLANE FOR 5 DAYS ON A VIP ALL-EXPENSE-PAID TRIP. ACCOMMODATIONS, MEALS, SPECIAL EVENTS, AND TRANSPORTATION WERE AT THE EXPENSE OF THE FOUNDATION. A TEAM OF THREE MEDICAL STAFF WERE INCLUDED IN THE TRIP (2 DOCTORS AND 1 NURSE), ALONG WITH ADDITIONAL SUPPORT STAFF THAT INCLUDED THE BERT'S BIG ADVENTURE STAFF MEMBERS, CONTRACTED VIDEOGRAPHERS AND PHOTOGRAPHERS, AND SIX VOLUNTEER MEMBERS OF THE RADIO STAFF OF THE BERT SHOW. THE ATLANTA RENAISSANCE AIRPORT HOTEL PROVIDED OVERNIGHT ACCOMMODATIONS FOR THE FAMILIES THE NIGHT PRIOR TO THE FLIGHT OUT OF ATLANTA. THIS FACILITY ALSO PROVIDED A BREAKFAST BANQUET IN THE BANQUET ROOM FOR THE MORNING BROADCAST AND SEND OFF PARTY PRO BONO.
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IRS990/MissionDesc0TO PROVIDE A MAGICAL, ALL-EXPENSES-PAID, FIVE-DAY JOURNEY TO WALT DISNEY WORLD FOR CHILDREN WITH CHRONIC AND TERMINAL ILLNESSES AND THEIR FAMILIES. TO QUALIFY FOR BERT'S BIG ADVENTURE, CHILDREN MUST BE BETWEEN THE AGES OF 5 AND 12, LIVE IN "THE BERT SHOW" RADIO LISTENING AREA, PROVE FINANCIAL NEED, AND HAVE NEVER BEEN TO WALT DISNEY WORLD. FOLLOWING THE ANNUAL TRIP, BERT'S BIG ADVENTURE PROVIDES YEAR-ROUND SUPPORT THROUGH INITIATIVES SUCH AS THE REUNION ADVENTURES, THE FAIRY GODPARENT VOLUNTEER PROGRAM AND ADDITIONAL CHARITABLE SERVICES. THE TRIP AND PROGRAMS ALLOW THE PARTICIPANTS TO CREATE LASTING BONDS WITH OTHERS FACING SIMILAR CHALLENGES AS THEIR OWN, EXPERIENCE ACTIVITIES THAT OTHERWISE COULD NOT HAVE BEEN AFFORDED, AND ENJOY THE TIME SPENT TOGETHER WITH FAMILY AS THE FOCUS TURNS FROM THE CHILD'S ILLNESS TO MAKING LASTING MEMORIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0444933
IRS990/NetAssetsOrFundBalancesEOYAmt0540615
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0282693
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0282693
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06980
IRS990/OccupancyGrp/ManagementAndGeneralAmt06980
IRS990/OccupancyGrp/ProgramServicesAmt020941
IRS990/OccupancyGrp/TotalAmt034901
IRS990/OfficeExpensesGrp/FundraisingAmt01848
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01848
IRS990/OfficeExpensesGrp/ProgramServicesAmt05545
IRS990/OfficeExpensesGrp/TotalAmt09241
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010002
IRS990/OtherAssetsTotalGrp/EOYAmt09578
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0381
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0381
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03049
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03811
IRS990/OtherExpensesGrp/Desc0MERCHANT FEES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3GRANT EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt02085
IRS990/OtherExpensesGrp/FundraisingAmt1325
IRS990/OtherExpensesGrp/FundraisingAmt2301
IRS990/OtherExpensesGrp/FundraisingAmt3264
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02085
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1325
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2301
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3264
IRS990/OtherExpensesGrp/ProgramServicesAmt06253
IRS990/OtherExpensesGrp/ProgramServicesAmt1975
IRS990/OtherExpensesGrp/ProgramServicesAmt2906
IRS990/OtherExpensesGrp/ProgramServicesAmt3791
IRS990/OtherExpensesGrp/TotalAmt010423
IRS990/OtherExpensesGrp/TotalAmt11625
IRS990/OtherExpensesGrp/TotalAmt21508
IRS990/OtherExpensesGrp/TotalAmt31319
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02648
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0993
IRS990/PayrollTaxesGrp/ProgramServicesAmt09599
IRS990/PayrollTaxesGrp/TotalAmt013240
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STACEY S WEISS
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0FAIRY GODPARENT VOLUNTEER PROGRAM: A CHILD WITH CHRONIC OR TERMINAL ILLNESS MAY STAY IN THE HOSPITAL FOR AS LONG AS THREE MONTHS AT A TIME. THE FAIRY GODPARENT VOLUNTEER PROGRAM PROVIDES SUPPORT IN THE FORM OF VOLUNTEERS WHO VISIT EACH HOSPITAL-BOUND BERT'S BIG ADVENTURE CHILD DAILY TO BRING FUN CRAFTS, A MEAL, SPEND TIME WITH THE PARENTS, PROVIDE A SHOULDER ON WHICH TO LEAN, OR JUST CONVERSATION. ONE VISIT MAY BE FOCUSED ON THE CHILD'S NEEDS; ANOTHER VISIT MIGHT FOCUS ON THE PARENTS' NEEDS. DESIREE GILMORE IS THE MOTHER OF ABBY GILMORE, A BERT'S BIG ADVENTURE CHILD WHO HAS SPINA BIFIDA. DESIREE LOVES THIS PROGRAM AND IT IS EVIDENT IN HERE QUOTE HERE: "THOSE GIRLS HAVE CRIED WITH ME AND GIVEN ME SO MUCH COMFORT. WE ENJOY THEIR VISITS SO MUCH. WITHOUT THEM...SOMETIMES I DON'T KNOW IF I WOULD HAVE MADE IT THROUGH OUR TIME AT THE HOSPITAL. WE LOVE, LOVE THE FAIRY GODPARENT PROGRAM. THEY ARE A BLESSING TO THE KIDS BUT THEY DON'T KNOW HOW MUCH OF A BLESSING THEY ARE TO THE PARENTS, AS WELL." IN 2015, BERT'S BIG ADVENTURE'S FAIRY GODPARENT PROGRAM SERVED 17 HOSPITALIZED CHILDREN TOTALING NEARLY 219 VISITS. THERE WERE 80 ACTIVE VOLUNTEERS PERFORMING THESE VISITS TO THE BERT'S BIG ADVENTURE CHILDREN FROM ALL PRIOR WALT DISNEY WORLD TRIPS. THE EXPENSES INCLUDED IN THE COST WERE FOR DIRECT SMALL GIFTS FOR THE CHILDREN AND FOOD FOR THE PARENTS WHILE STAYING WITH THEIR CHILDREN. THE BALANCE OF EXPENSE INVOLVED THE REQUIRED UNIFORM SHIRT, ORIENTATION AND TRAINING FOR THE VOLUNTEERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt053801
IRS990/ProgSrvcAccomActy2Grp/GrantAmt08413
IRS990/ProgSrvcAccomActy3Grp/Desc0REUNION ADVENTURES: THE REUNIONS ARE OUTLETS FOR SOCIAL ACTIVITY AND CONNECTION TO PEOPLE WHO ARE SHARING SIMILAR EXPERIENCES, WHICH CAN MAKE A WORLD OF DIFFERENCE TO THE FAMILIES. OUR REUNION ADVENTURES INVITE BERT'S BIG ADVENTURE FAMILIES OF EVERY PROGRAM YEAR AND TAKE THE FORM OF QUARTERLY OUTINGS, SUCH AS A SUMMER POOL PARTY, A TRIP TO THE FOX THEATRE, THE ATLANTA STEEPLECHASE OR A HOLIDAY CELEBRATION WITH SANTA. THESE EVENTS ARE EQUALLY BENEFICIAL TO CHILDREN AND ADULTS, AS EVERYONE HAS A CHANCE TO SHARE, CONNECT AND ENJOY INTIMATE FAMILY TIME AWAY FROM DOCTOR VISITS AND HOSPITAL STAYS. EACH QUARTER, AN AVERAGE OF 80 PERCENT OF BERT'S BIG ADVENTURE CHILDREN AND FAMILY MEMBERS RETURN TO ATTEND THE REUNIONS. EACH REUNION OFFERS A FULL MEAL AND SEVERAL ACTIVITIES TO EACH FAMILY MEMBER IN ATTENDANCE. IF THE EVENT REQUIRES AN ENTRY FEE, BERT'S BIG ADVENTURE ALSO COVERS THAT COST. THERE IS NO COST TO THE FAMILY FOR ATTENDING ANY REUNION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0109701
IRS990/ProgSrvcAccomActy3Grp/GrantAmt043550
IRS990/ProgSrvcAccomActyOtherGrp/Desc0WHEN A CHILD IN THE FOUNDATION PASSES AWAY, THE FOUNDATION PAYS THE COST OF THE FUNERAL. IN 2015, THERE WAS ONE FUNERAL.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt013654
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt05115
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0581683
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0335807
IRS990/PYInvestmentIncomeAmt01490
IRS990/PYOtherExpensesAmt0181542
IRS990/PYOtherRevenueAmt030552
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-103166
IRS990/PYSalariesCompEmpBnftPaidAmt0199542
IRS990/PYTotalExpensesAmt0716891
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0613725
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0121081
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0658984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0581683
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0252266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0288937
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0473933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02255803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01490
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01408
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01161
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05731
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99750
IRS990ScheduleA/PublicSupportPY170Pct00.99620
IRS990ScheduleA/PublicSupportTotal170Amt02255803
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0658984
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0581683
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0252266
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0288937
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0473933
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02255803
IRS990ScheduleA/TotalSupportAmt02261534
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0334529
IRS990ScheduleD/DonatedServicesUseFcltsAmt0359928
IRS990ScheduleD/EquipmentGrp/BookValueAmt02343
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt02343
IRS990ScheduleD/ExpensesNotReportedAmt0359928
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt054402
IRS990ScheduleD/ExpensesSubtotalAmt0588038
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0570
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0570
IRS990ScheduleD/OtherExpensesNotIncludedAmt054402
IRS990ScheduleD/OtherRevenuesNotIncludedAmt054402
IRS990ScheduleD/RevenueNotReportedAmt0334529
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt054402
IRS990ScheduleD/RevenueSubtotalAmt0709119
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROFESSIONAL FUNDRAISING SEPARATELY STATED ON PART IX, 54,402. STATEMENT OF FUNCTIONAL EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PROFESSIONAL FUNDRAISING SEPARATELY STATED ON PART IX, 54,402. STATEMENT OF FUNCTIONAL EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02913
IRS990ScheduleD/TotalExpensesPerForm990Amt0642440
IRS990ScheduleD/TotalRevenuePerForm990Amt0763521
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01043648
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0947966
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0FUNDRAISING
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt0662349
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0562997
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0R F KELLY ENTERPRISES LLC
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt099352
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0225 FRANKLIN RD APT 926
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0ATLANTA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd030342
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt095859
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUDI CAR RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JERSEY MIKE'S TAKEOVER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0159765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt099921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0118864
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0378550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0159765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt099921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0118864
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0378550
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0282691
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt039766
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt039766
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt019474
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt056093
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020234
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016385
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0R.F. KELLY ENTERPRISES, LLC WAS UNDER WRITTEN CONTRACT TO SEEK OUT CORPORATE CONTRIBUTORS AND GRANTS TO SUPPORT BERT'S BIG ADVENTURE. R.F. KELLY ENTERPRISES, LLC'S CONTRACT STATED THAT IT WILL RECEIVE 15% OF THE GROSS CONTRIBUTIONS AFTER RECEIPT, DEPOSIT, AND CLEARED BY THE ORGANIZATION. R.F. KELLY ENTERPRISES, LLC DID NOT ACCEPT OR RECEIVE PERSONALLY ANY FUNDS ON BEHALF OF THE ORGANIZATION.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE G, PART I, LINE 2B, COLUMN (V)
IRS990ScheduleG/TotalGrossReceiptsAmt0662349
IRS990ScheduleG/TotalNetToOrganizationAmt0562997
IRS990ScheduleG/TotalRetainedByContractorsAmt099352
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FAMILIES TO DISNEY - ANNUAL TRIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FAMILIES AT LOCAL EVENTS - QUARTERLY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2FAIRY GODPARENT CHILDREN HOSPITALIZATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3CHILDREN FUNERALS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0221937
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt143550
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt28413
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt35115
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0TRAVEL, MEALS & ENTERTAINMENT, VIDEO & PHOTOS, LODGING, GIFTS FOR CHILDREN
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1MEALS & ENTERTAINMENT, GIFTS FOR CHILDREN, SUPPLIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc2MEALS, TRAINING, GIFTS FOR CHILDREN, PARKING & CLOTHING FOR VOLUNTEERS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc3FUNERAL & BURIAL EXPENSES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc3FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt01. PROCEDURES FOR THE SELECTION OF THE 2015 FAMILIES ARE BASED ON THE STATED CRITERIA OF THE MISSION STATEMENT. THE INDIVIDUAL CHILD'S APPLICATION IS SCREENED BY THE VOLUNTEER MEDICAL COMMITTEE AND BASED ON THE ABILITY TO A) TRAVEL SAFELY AND ADEQUATELY, AND BE MEDICALLY STABLE AND B) TO BE ABLE TO FULLY EXPERIENCE AND REMEMBER THE TRIP. THE RECOMMENDATIONS ARE THEN PRESENTED TO THE OFFICERS AND STAFF FOR SELECTION AND NOTIFICATION. 2. ALL PRIOR YEAR FAMILIES WERE INVITED TO 4 LOCAL REUNION EVENTS THROUGHOUT THE YEAR. 3. ALL CHILDREN SELECTED FROM ALL PRIOR YEARS, IF HOSPITALIZED, ARE VISITED BY A VOLUNTEER (FAIRY GODPARENT VOLUNTEER) DAILY, AND GIVEN A SMALL GIFT AND FOOD, WITH THE COST PROVIDED BY THE FOUNDATION FUNDS. 4. ANY FAMILY OF A BERT'S BIG ADVENTURE CHILD THAT PASSES AWAY MAY REQUEST OF THE FOUNDATION CERTAIN ASSISTANCE WITH FUNERAL EXPENSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCH I, PART III EXPLANATION:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0282000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt018000

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$540,615
Liabilities
$0
Net assets
$540,615
Revenue
$763,521
Expenses
$642,440
Net income
$121,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.05$2.03$1.27$1.67$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.58$0.14$2.44$1.78$1.47$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.17$2.13$1.42$1.12$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.02$1.83$1.42$0.69$0.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.07$1.10$1.10$1.09$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$1.22$1.07$0.16
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.99$0.84$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.94$0.86$0.07
2016Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.81$0.67$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.76$0.64$0.12
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.44$0.00$0.44$0.61$0.72$0.10
2013Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$0.69$0.86$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.83
2011Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$0.65$0.71$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $500k-$1M nonprofits