Civic Intelligence

Berta Family Foundation Inc.

990PF • Fiscal year 2017 • EIN 20-3803620

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 25, 2018

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

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

308%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$584,786

Up $76,682 (+15%) from 2015

Net Assets

Up

$584,786

Up $76,682 (+15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$157,098

Up $79,523 (+103%) from 2015

Expenses

Up

$62,927

Up $3,317 (+5.6%) from 2015

Net Income

Up

$94,171

Up $76,206 (+424%) from 2015

Historical Trend

Balance Sheet Trend

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 2017: $584,786Liabilities 2017: $0Net Assets 2017: $584,7862017Assets 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

2017

Assets$584,786
Liabilities$0
Net Assets$584,786

Operations Trend

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 2017: $157,098Expenses 2017: $62,927Net Income 2017: $94,1712017Revenue 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

2017

Revenue$157,098
Expenses$62,927
Net Income$94,171
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 25, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VINCE BERTABoard Member-$0--
KATHLEEN BERTABoard Member-$0--
ANTHONY BERTABoard Member-$0--
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
2018-04-25
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
2707810111
Raw XML Appendix381 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/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
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KY
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/Amt09700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOLY SPIRIT CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HOTEL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNITED WAY OF SOUTHERN KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3OPERATION PRIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SKY PAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02232 SMALLHOUSE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11005 BOATLANDING ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21110 COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31141 STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 748
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd042104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd142101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd242103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd342102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd442101
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt061200
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/AppliedToCurrentYearAmt028677
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt036616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030961
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030387
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030387
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0145780
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt033888
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036616
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030961
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017884
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062565
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt033888
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0176167
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0142279
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0VINCE AND KATHLEEN BERTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0907 ELMWOOD COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOWLING GREEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd042103
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt099205
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0255
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0255
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL STATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02902
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO COST BASIS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0362
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0362
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCE BERTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02705359222
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTA FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0203803620
ReturnHeader/Filer/InCareOfNm0% VINCE BERTA
ReturnHeader/Filer/PhoneNum02705359222
ReturnHeader/Filer/USAddress/AddressLine1Txt02480 SOUTH FORD AVE
ReturnHeader/Filer/USAddress/CityNm0BOWLING GREEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId013A11C9DEE0944EEC50E03B0E411AC5551F7DA8F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A45228D9775C2D08CAD6DEC7079B6B17BB71B83E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId061016420181155000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-04-25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0360 E 8TH AVE STE 201 PO BOX 1196
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOWLING GREEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0421021196
ReturnHeader/PreparerPersonGrp/PhoneNum02707810111
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN PUCKETT
ReturnHeader/ReturnTs02018-04-25T10:06:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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