Civic Intelligence

B J Bertram Foundation Incorporated

990PF • Fiscal year 2011 • EIN 06-1188128

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 13, 2012

50 Newtown Road06810
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$335,915

No earlier filing loaded for comparison.

Net Assets

$335,915

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$13,699

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.

$1.0M$500K$0Assets 2011: $335,915Liabilities 2011: $0Net Assets 2011: $335,9152011Assets 2012: $326,552Liabilities 2012: $02012Assets 2013: $312,963Liabilities 2013: $02013Assets 2014: $878,529Liabilities 2014: $142014Assets 2015: $855,024Liabilities 2015: $1Net Assets 2015: $855,0242015Assets 2018: $810,471Liabilities 2018: $02018Assets 2019: $840,547Liabilities 2019: $1Net Assets 2019: $840,5472019Assets 2020: $736,735Liabilities 2020: $0Net Assets 2020: $736,7352020Assets 2021: $729,154Liabilities 2021: $0Net Assets 2021: $729,1542021Assets 2022: $721,662Liabilities 2022: $400Net Assets 2022: $721,2622022Assets 2023: $705,812Liabilities 2023: $12023Assets 2024: $702,099Liabilities 2024: $0Net Assets 2024: $702,0992024

Highlighted filing

2011

Assets$335,915
Liabilities$0
Net Assets$335,915

Operations Trend

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

$50K$0-$50KExpenses 2011: $13,6992011Revenue 2012: $15,669Expenses 2012: $12,000Net Income 2012: $3,6692012Revenue 2013: $10,911Expenses 2013: $34,600Net Income 2013: -$23,6892013Revenue 2014: $10,735Expenses 2014: $46,756Net Income 2014: -$36,0212014Revenue 2015: $15,399Expenses 2015: $32,889Net Income 2015: -$17,4902015Revenue 2018: $32,684Expenses 2018: $40,808Net Income 2018: -$8,1242018Revenue 2019: $32,425Expenses 2019: $34,725Net Income 2019: -$2,3002019Revenue 2020: $25,120Expenses 2020: $29,321Net Income 2020: -$4,2012020Revenue 2021: $17,089Expenses 2021: $30,174Net Income 2021: -$13,0852021Revenue 2022: $17,503Expenses 2022: $15,655Net Income 2022: $1,8482022Revenue 2023: $24,078Expenses 2023: $23,982Net Income 2023: $962023Revenue 2024: $26,661Expenses 2024: $19,198Net Income 2024: $7,4632024

Highlighted filing

2011

Revenue-
Expenses$13,699
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 13, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY J BERTRAMPres./Director-$0--
FOUAD M HASSANV.P./Director-$0--
REX E GUSTAFSONTreas./Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCATO INSTITUTEEDUCATIONAL501(C)(3)WASHINGTON, DC, US$5,000
Paid GrantPROMISEKEDUCATIONAL501(C)(3)BRIDGEWATER, CT, US$3,000
Paid GrantST MARY'S HOME SCHOOLEDUCATIONAL501(C)(3)BETHEL, CT, US$2,000
Paid GrantCT INST FOR COMMUNITYEDUCATIONAL501(C)(3)DANBURY, CT, US$500
Paid GrantBRIDGEWATER LIBRARY ASSOCEDUCATIONAL501(C)(3)BRIDGEWATER, CT, US$500
Paid GrantBRIDGEWATER SCHOLARSHIP FUNDEDUCATIONAL501(C)(3)BRIDGEWATER, CT, US$500
Paid GrantHOLY FAMILY HIGH SCHOOLEDUCATIONAL501(C)(3)BROOMFIELD, CO, US$400
Paid GrantLITERACY VOLUNTEERS ON THE GREENEDUCATIONAL501(C)(3)NEW MILFORD, CT, US$250
Paid GrantFRIENDS OF DANBURY LIBRARYEDUCATIONAL501(C)(3)DANBURY, CT, US$200
Paid GrantNYC BALLETEDUCATIONAL501(C)(3)NEW YORK, NY, US$107
Paid GrantCOMMUNITY CULINARY SCHOOL OF NW CTEDUCATIONAL501(C)(3)NEW MILFORD, CT, US$100
Paid GrantSISTERS OF CHARITY BVMEDUCATIONAL501(C)(3)DUBUQUE, IA, US$100
Paid GrantWILTON LIBRARYEDUCATIONAL501(C)(3)WILTON, CT, US$50
Filing and Contact Details

Filer

EIN
06-1188128
Raw XML AppendixShowing 400 of 492 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BARRY J BERTRAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1FOUAD M HASSAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2REX E GUSTAFSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES./DIR.
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