Civic Intelligence

Berta Family Foundation Inc.

990PF • Fiscal year 2015 • EIN 20-3803620

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profile
2480 South Ford AveBowling Green, KY 42103

(270) 535-9222

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

70th percentile

7.2%

Faster asset growth than 70% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-28%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$508,104

Up $34,009 (+7.2%) from 2014

Net Assets

Up

$508,104

Up $36,534 (+7.7%) from 2014

Liabilities

Down

$0

Down $2,525 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin79th percentile

Revenue

Down

$77,575

Down $29,874 (-28%) from 2014

Expenses

Up

$59,610

Up $5,767 (+11%) from 2014

Net Income

Down

$17,965

Down $35,641 (-66%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$800K$600K$400K$200K$0Assets 2011: $402,889Liabilities 2011: $2692011Assets 2012: $398,887Liabilities 2012: $6,0482012Assets 2013: $423,454Liabilities 2013: $2,003Net Assets 2013: $421,4512013Assets 2014: $474,095Liabilities 2014: $2,525Net Assets 2014: $471,5702014Assets 2015: $508,104Liabilities 2015: $0Net Assets 2015: $508,1042015Assets 2018: $546,108Liabilities 2018: $0Net Assets 2018: $546,1082018Assets 2019: $655,316Liabilities 2019: $0Net Assets 2019: $655,3162019Assets 2020: $634,297Liabilities 2020: $12020Assets 2021: $634,127Liabilities 2021: $12021Assets 2022: $596,492Liabilities 2022: $12022Assets 2023: $553,411Liabilities 2023: $12023Assets 2024: $529,943Liabilities 2024: $0Net Assets 2024: $529,9432024

Highlighted filing

2015

Assets$508,104
Liabilities$0
Net Assets$508,104
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

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

$200K$100K$0-$100KRevenue 2011: $8,215Expenses 2011: $44,204Net Income 2011: -$35,9892011Revenue 2012: $46,660Expenses 2012: $50,056Net Income 2012: -$3,3962012Revenue 2013: $71,697Expenses 2013: $41,086Net Income 2013: $30,6112013Revenue 2014: $107,449Expenses 2014: $53,843Net Income 2014: $53,6062014Revenue 2015: $77,575Expenses 2015: $59,610Net Income 2015: $17,9652015Revenue 2018: $76,776Expenses 2018: $71,813Net Income 2018: $4,9632018Revenue 2019: $190,069Expenses 2019: $80,861Net Income 2019: $109,2082019Revenue 2020: $68,739Expenses 2020: $89,756Net Income 2020: -$21,0172020Revenue 2021: $28,527Expenses 2021: $28,697Net Income 2021: -$1702021Revenue 2022: $25,065Expenses 2022: $62,700Net Income 2022: -$37,6352022Revenue 2023: $22,776Expenses 2023: $65,857Net Income 2023: -$43,0812023Revenue 2024: $25,985Expenses 2024: $49,453Net Income 2024: -$23,4682024

Highlighted filing

2015

Revenue$77,575
Expenses$59,610
Net Income$17,965
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VINCE BERTABoard Member-$0--
KATHLEEN BERTABoard Member-$0--
ANTHONY BERTABoard Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOTEL INCGENERAL SUPPORTPCBOWLING GREEN, KY, US$20,000
Paid GrantHOLY SPIRIT CATHOLIC CHURCHGENERAL SUPPORTPCBOWLING GREEN, KY, US$10,000
Paid GrantBISHOP NOLL HIGH SCHOOLGENERAL SUPPORTPCHAMMOND, IN, US$10,000
Paid GrantUNITED WAY OF SOUTHERN KYGENERAL SUPPORTPCBOWLING GREEN, KY, US$5,000
Paid GrantSKY PACGENERAL SUPPORTPCBOWLING GREEN, KY, US$5,000
Paid GrantREFUGE FOR WOMENGENERAL SUPPORTPCLEXINGTON, KY, US$2,000
Paid GrantOPERATION PRIDEGENERAL SUPPORTPCBOWLING GREEN, KY, US$1,500
Paid GrantST VINCENT DE PAULGENERAL SUPPORTPCMARYLAND HEIGHTS, MO, US$1,000
Paid GrantPUBLIC THEATER OF KENTUCKYGENERAL SUPPORTPCBOWLING GREEN, KY, US$150
Filing and Contact Details

Filer

Filer Name
Berta Family Foundation Inc
EIN
20-3803620
In Care Of
% VINCE BERTA
Phone
2705359222
Address
2480 SOUTH FORD AVE, BOWLING GREEN, KY 42103

Signing Officer

Name
Vince Berta
Title
President
Phone
2705359222
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
360 E 8TH AVE STE 201 PO BOX 1196, BOWLING GREEN, KY 42102-1196
Preparer
Ann Puckett
Phone
2705359222
Raw XML AppendixShowing 400 of 420 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd042103
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02705359222
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN APPLICATIONS SHOULD BE SUBMITTED INDICATING PURPOSE FOR FUNDS REQUESTED AND AMOUNT OF REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BERTA FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02705359222
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0907 ELMWOOD
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd042103
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS CAN BE SUBMITTED AT ANY TIME.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0VINCE AND KATHLEEN BERTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOLY SPIRIT CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1REFUGE FOR WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HOTEL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BISHOP NOLL HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST VINCENT DE PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNITED WAY OF SOUTHERN KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PUBLIC THEATER OF KENTUCKY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7OPERATION PRIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8SKY PAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02232 SMALLHOUSE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1342 WALLER AVENUE D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21005 BOATLANDING ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31519 HOFFMAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt458 Progress Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51110 COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6545 MORRIS ALY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71141 STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 748
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HAMMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MARYLAND HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd042104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd140504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd242101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd346327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd463043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd542103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd642101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd742102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd842101
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054650
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/AppliedToCurrentYearAmt025494
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025494
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020575
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020575
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0131073
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030961
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017884
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025410
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056455
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030961
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0151648
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0120687
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0750
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0750
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL STATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PROCEEDS FROM SALE OF OPEN CALLS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt018569
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO COST BASIS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0710
TaxesSchedule/TaxesDetail/Amt1301
TaxesSchedule/TaxesDetail/Amt22144
TaxesSchedule/TaxesDetail/CategoryTxt02014 990PF TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt22015 990PF ESTIMATED TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1301
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCE BERTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02705359222
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTA FAMILY FOUNDATION INC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$508,104
Liabilities
$0
Net assets
$508,104
Revenue
$77,575
Expenses
$59,610
Net income
$17,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.26$0.49$0.23
2023Summary only. Only limited summary data is available for this year.$5.53$0.00$0.23$0.66$0.43
2022Summary only. Only limited summary data is available for this year.$5.96$0.00$0.25$0.63$0.38
2021Summary only. Only limited summary data is available for this year.$6.34$0.00$0.29$0.29$0.00
2020Summary only. Only limited summary data is available for this year.$6.34$0.00$0.69$0.90$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.00$6.55$1.90$0.81$1.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.00$5.46$0.77$0.72$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.78$0.60$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.74$0.03$4.72$1.07$0.54$0.54
2013Detailed filing. Detailed filing data is available for this year.$4.23$0.02$4.21$0.72$0.41$0.31
2012Summary only. Only limited summary data is available for this year.$3.99$0.06$0.47$0.50$0.03
2011Summary only. Only limited summary data is available for this year.$4.03$0.00$0.08$0.44$0.36