Civic Intelligence

Joe & Roberta Bulleri Foundation

990PF • Fiscal year 2011 • EIN 20-1227283

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 08, 2012

Organization Profile
C/O R Kiesz Attorney PO Box 160698807-1606
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M 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

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

99th percentile

401%

Faster asset growth than 99% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,431,575

Up $1,145,897 (+401%) from 2010

Net Assets

Up

$1,431,575

Up $1,156,889 (+421%) from 2010

Liabilities

Down

$0

Down $10,992 (-100%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$108,468

Down $45,964 (-30%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $285,678Liabilities 2010: $10,992Net Assets 2010: $274,6862010Assets 2011: $1,431,575Liabilities 2011: $0Net Assets 2011: $1,431,5752011Assets 2012: $1,293,880Liabilities 2012: $0Net Assets 2012: $1,293,8802012Assets 2013: $1,096,039Liabilities 2013: $0Net Assets 2013: $1,096,0392013Assets 2014: $711,995Liabilities 2014: $35,324Net Assets 2014: $676,6712014Assets 2015: $393,075Liabilities 2015: $0Net Assets 2015: $393,0752015Assets 2016: $77,252Liabilities 2016: $0Net Assets 2016: $77,2522016Assets 2017: $3,247Liabilities 2017: $0Net Assets 2017: $3,2472017Assets 2018: $1,170Liabilities 2018: $1,020Net Assets 2018: $1502018Assets 2019: $1,170Liabilities 2019: $1,020Net Assets 2019: $1502019

Highlighted filing

2011

Assets$1,431,575
Liabilities$0
Net Assets$1,431,575
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $154,4322010Expenses 2011: $108,4682011Expenses 2012: $184,3512012Revenue 2013: $41,737Expenses 2013: $335,082Net Income 2013: -$293,3452013Revenue 2014: $66,725Expenses 2014: $430,558Net Income 2014: -$363,8332014Revenue 2015: $44,595Expenses 2015: $288,767Net Income 2015: -$244,1722015Revenue 2016: -$53,657Expenses 2016: $299,529Net Income 2016: -$353,1862016Revenue 2017: -$57Expenses 2017: $73,978Net Income 2017: -$74,0352017Revenue 2018: $0Expenses 2018: $3,097Net Income 2018: -$3,0972018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019

Highlighted filing

2011

Revenue-
Expenses$108,468
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 8, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT W LIBKE MDPresidentPT$0--
JEFF ROUNDSSec/Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHEALTHPORT CORPORATIONSCHOLASTIC OBESITY PREVENTION PROJ.CORPORATIONBEAVERTON, OR, US$38,500
Paid GrantWENATCHEE VALLEY YMCAGENERAL MISSION SUPPORT501(C)(3)WENATCHEE, WA, US$25,000
Paid GrantWENATCHEE VALLEY YMCAPARTNERS WITH YOUTH SCHOLARSHIPS501(C)(3)WENATCHEE, WA, US$25,000
Paid Grant-SEE STATEMENT 14INDIVIDUALSHAILEY, ID, US$12,500
Filing and Contact Details

Filer

EIN
20-1227283
Raw XML Appendix369 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/MinimumInvestmentReturn/AvgMonthlyCashBalances0410798
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JEFF ROUNDS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SEC/TREAS
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05096631131
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10700 N MISSION STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WENATCHEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WA
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IRS990PF/SummaryOfDirectCharitableActy/Description10HEALTHPORT CORPORATION - GRANT TO FUND THE BEFITKIDS SCHOLASTIC OBESITY PREVENTION PROJECT WHICH IS DEVELOPING AND TESTING A NEW PREVENTATIVE MEDICINE TECHNOLOGY SYSTEM WITH A FOCUS ON OBESITY DIAGNOSIS AND MANAGEMENT FOR KIDS 12 TO 17.
IRS990PF/SummaryOfDirectCharitableActy/Description20WENATCHEE VALLEY YMCA PARTNERS WITH YOUTH CAMPAIGN - CONTRIBUTION TO FUND SCHOLARSHIPS FOR CAMPS OR PROGRAM PARTICIPATION FOR YOUTH WHO ARE UNABLE TO PAY THE FEES. NO YOUTH IS DENIED PARTICIPATION BECAUSE OF THEIR INABILITY TO PAY. THE WENATCHEE VALLEY YMCA SERVES THE POPULATION OF THE GREATER WENATCHEE AREA BY PROVIDING AFFORDABLE HEALTH AND FITNESS PROGRAMS TO PEOPLE OF ALL AGES AND ABILITIES.
IRS990PF/SummaryOfDirectCharitableActy/Description30WENATCHEE VALLEY YMCA - CONTRIBUTION TO SUPPORT THE GENERAL MISSION OF THE WENATCHEE VALLEY YMCA TO SERVE THE POPULATION OF THE GREATER WENATCHEE AREA BY PROVIDING AFFORDABLE HEALTH AND FITNESS PROGRAMS TO PEOPLE OF ALL AGES AND ABILITIES.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1038500
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IRS990PF/SummaryOfDirectCharitableActy/Expenses3025000
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount312500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL MISSION SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PARTNERS WITH YOUTH SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLASTIC OBESITY PREVENTION PROJ.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SEE STATEMENT 14
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10WENATCHEE VALLEY YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11WENATCHEE VALLEY YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12HEALTHPORT CORPORATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2CORPORATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3INDIVIDUALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SEE STATEMENT 14
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10217 ORONDO ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11217 ORONDO ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine127909 SW CIRRUS DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13SEE STATEMENT 14
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WENATCHEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WENATCHEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BEAVERTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3HAILEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3ID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode098801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode198801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode297008
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode383333
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0101000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear033890
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted033890
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10130351
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20114155
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30174574
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0493325
IRS990PF/UndistributedIncome/ExcessFromCurrentYear074245
IRS990PF/UndistributedIncome/ExcessFromYear10130351
IRS990PF/UndistributedIncome/ExcessFromYear20114155
IRS990PF/UndistributedIncome/ExcessFromYear30174574
IRS990PF/UndistributedIncome/QualifyingDistributions0108135
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus074245
IRS990PF/UndistributedIncome/TotalCorpus0493325
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0419080
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0512140
IRS990ScheduleB/ContributorInfo/AggregateContributions1286423
IRS990ScheduleB/ContributorInfo/AggregateContributions2201428
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10WASHINGTON TRUST BANK CO-TRUSTEE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11WASHINGTON TRUST BANK CO-TRUSTEE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine12C/O HOMCHICK SMITH ASSOCIATES
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20601 UNION ST STE 4747
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine21601 UNION ST STE 4747
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine22PO BOX 1371
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0SEATTLE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1SEATTLE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City2WENATCHEE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0WA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1WA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State2WA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode098101
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode198101
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode298807
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0IRREVOCABLE TRUST OF JR BULLERI
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1JOSEPH A BULLERI MARITAL TRUST
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual2ESTATE OF ROBERTA BULLERI
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/ContributorNumber23
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/ContributorInfo/PersonContributionType2X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
LegalFeesSchedule/LegalFees/Amount01825
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
OtherDecreasesSchedule/OtherDecreases/Amount07862
OtherDecreasesSchedule/OtherDecreases/Amount191
OtherDecreasesSchedule/OtherDecreases/Description0UNREALIZED LOSS ON INVESTMENTS
OtherDecreasesSchedule/OtherDecreases/Description1TIMING DIFFERENCE ON PAYMENT OF INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0105
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome1260716
OtherIncomeSchedule2/OtherIncome/Description0UBS - SUBSTITUTE PAYMENTS
OtherIncomeSchedule2/OtherIncome/Description1IRD - TRADITIONAL IRA DISTRIB
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0105
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0105
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1260716
OtherIncreasesSchedule/OtherIncreases/Amount0887
OtherIncreasesSchedule/OtherIncreases/Description0NON-DIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0150
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0150
TaxesSchedule/Taxes/Amount088
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/NetInvestmentIncome088
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0201227283
ReturnHeader/Filer/Name/BusinessNameLine10JOE & ROBERTA BULLERI FOUNDATION
ReturnHeader/Filer/NameControl0JOE&
ReturnHeader/Filer/USAddress/AddressLine10C/O R KIESZ ATTORNEY PO BOX 1606
ReturnHeader/Filer/USAddress/City0WENATCHEE
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode0988071606
ReturnHeader/Officer/DateSigned02012-08-08
ReturnHeader/Officer/Name0JEFF ROUNDS
ReturnHeader/Officer/Title0SECRETARY/TREASURER
ReturnHeader/Preparer/DatePrepared02012-08-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HOMCHICK SMITH & ASSOCIATES PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 1371
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WENATCHEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0988071371
ReturnHeader/Preparer/Name0CHRIS MCCARTHY CPA
ReturnHeader/Preparer/Phone05096631131
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-09T16:19:53-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,431,575
Liabilities
$0
Net assets
$1,431,575
Revenue
-
Expenses
$108,468
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.07$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.05$0.30$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.04$0.29$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.04$0.68$0.07$0.43$0.36
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.34$0.29
2012Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.18
2011Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.11
2010Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.27$0.15