Civic Intelligence

Joe & Roberta Bulleri Foundation

990PF • Fiscal year 2017 • EIN 20-1227283

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
PO Box 3310Ketchum, ID 83340

(208) 726-2017

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

100th percentile

129886%

Higher net margin than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-96%

Faster asset growth than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$3,247

Down $74,005 (-96%) from 2016

Net Assets

Down

$3,247

Down $74,005 (-96%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$57

Up $53,600 (+100%) from 2016

Expenses

Down

$73,978

Down $225,551 (-75%) from 2016

Net Income

Up

-$74,035

Up $279,151 (+79%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2017

Assets$3,247
Liabilities$0
Net Assets$3,247
Open 2017 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

2017

Revenue-$57
Expenses$73,978
Net Income-$74,035
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT W LIBKE MDPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Joe & Roberta Bulleri Foundation
EIN
20-1227283
Address
PO BOX 3310, KETCHUM, ID 83340

Signing Officer

Name
Albert W Libke Md
Title
President
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Fowler & Associates LLC
Address
PO BOX 6609, KETCHUM, ID 83340-6609
Preparer
Bill Fowler
Phone
2087262017
Raw XML Appendix289 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd183353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd287501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd383338
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt068558
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01992
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0290880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0261963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0381489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0277683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0118026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0118026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01283720
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt071705
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0290880
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0261963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0381489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0277683
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt073697
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt071705
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01401746
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01330041
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0275
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0275
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0281
OtherIncreasesSchedule/OtherIncreasesDetail/Amt030
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAIN IN INVESTMENT
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT W LIBKE MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOE & ROBERTA BULLERI FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O M POGUE ATTORNEY
ReturnHeader/Filer/BusinessNameControlTxt0JOE&
ReturnHeader/Filer/EIN0201227283
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3310
ReturnHeader/Filer/USAddress/CityNm0KETCHUM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083340
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04EFB24B4EE0C3EE2DFEC5DCDC000FD57416837DB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04EFB24B4EE0C3EE2DFEC5DCDC000FD57416837DB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.214.129.96
ReturnHeader/FilingSecurityInformation/IPDt02018-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm005:02:32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOWLER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 6609
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KETCHUM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0833406609
ReturnHeader/PreparerPersonGrp/PhoneNum02087262017
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BILL FOWLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-16T04:02:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,247
Liabilities
$0
Net assets
$3,247
Revenue
-$57
Expenses
$73,978
Net income
-$74,035
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