Civic Intelligence

Joe & Roberta Bulleri Foundation

990PF • Fiscal year 2012 • EIN 20-1227283

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 15, 2013

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

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

12th percentile

-9.6%

Faster asset growth than 12% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,293,880

Down $137,695 (-9.6%) from 2011

Net Assets

Down

$1,293,880

Down $137,695 (-9.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$184,351

Up $75,883 (+70%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2012

Assets$1,293,880
Liabilities$0
Net Assets$1,293,880
Open 2012 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

2012

Revenue-
Expenses$184,351
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th 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$124,050
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 14INDIVIDUALWENATCHEE, WA, US$3,020
Paid GrantTHE HILL SCHOOLVAIL CERULLO MEMORIAL SCHLSHP FUND501(C)(3)POTTSTOWN, PA, US$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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JEFF ROUNDS
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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.
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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/PurposeOfGrantOrContribution4VAIL CERULLO MEMORIAL SCHLSHP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10WENATCHEE VALLEY YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11WENATCHEE VALLEY YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12HEALTHPORT CORPORATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13THE HILL SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2CORPORATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3INDIVIDUAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0ROSA MARIA VIDAL MARTINEZ
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/AddressLine13C/O R KIESZ PO BOX 1606
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14860 BEECH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WENATCHEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WENATCHEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BEAVERTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3WENATCHEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4POTTSTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode098801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode198801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode297008
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3988071606
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode419464
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0177570
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/AppliedToCurrentYear066104
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted066104
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1074245
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20130351
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30114155
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40174574
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0611351
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0118026
IRS990PF/UndistributedIncome/ExcessFromYear1074245
IRS990PF/UndistributedIncome/ExcessFromYear20130351
IRS990PF/UndistributedIncome/ExcessFromYear30114155
IRS990PF/UndistributedIncome/ExcessFromYear40174574
IRS990PF/UndistributedIncome/QualifyingDistributions0184130
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0118026
IRS990PF/UndistributedIncome/TotalCorpus0611351
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0493325
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount01236
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps01236
OtherDecreasesSchedule/OtherDecreases/Amount0320
OtherDecreasesSchedule/OtherDecreases/Description0TIMING DIFFERENCE ON PAYMENT OF INVESTMENT INCOME
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps062
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks062
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0105
OtherIncomeSchedule2/OtherIncome/Description0UBS - SUBSTITUTE PAYMENTS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0105
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0105
OtherIncreasesSchedule/OtherIncreases/Amount0778
OtherIncreasesSchedule/OtherIncreases/Amount126338
OtherIncreasesSchedule/OtherIncreases/Description0NON-DIVIDEND DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreases/Description1UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0150
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0150
TaxesSchedule/Taxes/Amount071
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/NetInvestmentIncome071
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/DateSigned02013-08-15
ReturnHeader/Officer/Name0JEFF ROUNDS
ReturnHeader/Officer/Title0SECRETARY/TREASURER
ReturnHeader/Preparer/DatePrepared02013-08-15
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-21T18:21:18-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,293,880
Liabilities
$0
Net assets
$1,293,880
Revenue
-
Expenses
$184,351
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