Civic Intelligence

Gerry Bertier 42 Foundation

990EZ • Fiscal year 2014 • EIN 20-4986687

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 11, 2015

Organization ProfileN/A
11115 Gander CourtFredericksburg, VA 22407

(703) 472-7429

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

33rd percentile

-3.0%

Higher net margin than 33% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,869

Down $1,257 (-21%) from 2013

Net Assets

Down

$4,869

Down $1,257 (-21%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Down

$42,439

Down $15,602 (-27%) from 2013

Expenses

Down

$43,696

Down $16,737 (-28%) from 2013

Net Income

Up

-$1,257

Up $1,135 (+47%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$10K$5.0K$0Assets 2011: $7,665Net Assets 2011: $7,6652011Assets 2012: $8,517Net Assets 2012: $8,5172012Assets 2013: $6,126Net Assets 2013: $6,1262013Assets 2014: $4,869Net Assets 2014: $4,8692014Assets 2015: $1,853Net Assets 2015: $1,8532015Assets 2016: $0Net Assets 2016: $1,8532016Assets 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$4,869
Liabilities-
Net Assets$4,869
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $68,199Expenses 2011: $65,405Net Income 2011: $2,7942011Revenue 2012: $70,425Expenses 2012: $69,573Net Income 2012: $8522012Revenue 2013: $58,041Expenses 2013: $60,433Net Income 2013: -$2,3922013Revenue 2014: $42,439Expenses 2014: $43,696Net Income 2014: -$1,2572014Revenue 2015: $33,170Expenses 2015: $36,186Net Income 2015: -$3,0162015Revenue 2016: $02016Expenses 2017: $1,4032017

Highlighted filing

2014

Revenue$42,439
Expenses$43,696
Net Income-$1,257
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 11, 2015
Return Version
2014v5.0
Gross Receipts
$42,439
Mission and Program Overview

Mission

The organization donates funds from annual charity events to further the cause of spinal cord injury research at vcu.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION DONATES FUNDS FROM ANNUAL CHARITY EVENTS TO FURTHER THE CAUSE OF SPINAL CORD INJURY RESEARCH AT VIRGINIA COMMONWEALTH UNIVERSITY.$26,000$43,696
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA BRITTExecutive Di-$0--
Filing and Contact Details

Filer

Filer Name
Gerry Bertier 42 Foundation
EIN
20-4986687
Phone
7034727429
Address
11115 GANDER COURT, FREDERICKSBURG, VA 22407

Signing Officer

Name
Rebecca Britt
Title
Executive Director
Phone
7034727429
Signed
2015-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Oakes Pc
Address
3330 BOURBON ST STE 118, FREDERICKSBURG, VA 22408-7334
Preparer
Kevin T Oakes
Phone
5403711300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Virginia commonwealth university 1111 w broad street richmond, va 23220 26,000 0 0”

Form 990-ez, Part I, Line 16

“Expenses office exp. 111 travel 888 awards 277 credit card fees & disc 142 golf tourn fees & suppl 13,042 licenses & fees 125 miscellaneous 469 supplies 1,713 total 16,767”

Form 990-ez, Part III

“The organization donates funds from annual charity events to further the cause of spinal cord injury research at vcu.”

Raw XML Appendix128 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FREDERICKSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022407
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IRS990EZ/ExcessOrDeficitForYearAmt0-1257
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0815
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt026000
IRS990EZ/GrossReceiptsAmt042439
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherExpensesTotalAmt016767
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION DONATES FUNDS FROM ANNUAL CHARITY EVENTS TO FURTHER THE CAUSE OF SPINAL CORD INJURY RESEARCH AT VCU.
IRS990EZ/PrintingPublicationsPostageAmt0114
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043696
IRS990EZ/TotalProgramServiceExpensesAmt043696
IRS990EZ/TotalRevenueAmt042439
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042439
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt058041
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0293223
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0293223
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042439
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058041
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070425
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054119
IRS990ScheduleA/Total509Grp/TotalAmt0293223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058041
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054119
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0293223
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VIRGINIA COMMONWEALTH UNIVERSITY 1111 W BROAD STREET RICHMOND, VA 23220 26,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXP. 111 TRAVEL 888 AWARDS 277 CREDIT CARD FEES & DISC 142 GOLF TOURN FEES & SUPPL 13,042 LICENSES & FEES 125 MISCELLANEOUS 469 SUPPLIES 1,713 TOTAL 16,767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DONATES FUNDS FROM ANNUAL CHARITY EVENTS TO FURTHER THE CAUSE OF SPINAL CORD INJURY RESEARCH AT VCU.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA BRITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07034727429
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERRY BERTIER 42 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GERR
ReturnHeader/Filer/EIN0204986687
ReturnHeader/Filer/PhoneNum07034727429
ReturnHeader/Filer/USAddress/AddressLine1Txt011115 GANDER COURT
ReturnHeader/Filer/USAddress/CityNm0FREDERICKSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022407
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542016597
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03330 BOURBON ST STE 118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREDERICKSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0224087334
ReturnHeader/PreparerPersonGrp/PhoneNum05403711300
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN T OAKES
ReturnHeader/ReturnTs02015-09-15T17:43:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,869
Liabilities
-
Net assets
$4,869
Revenue
$42,439
Expenses
$43,696
Net income
-$1,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.40
2016Detailed filing. Detailed filing data is available for this year.$0.00$1.85$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.85$1.85$33.2$36.2$3.02
2014Detailed filing. Detailed filing data is available for this year.$4.87$4.87$42.4$43.7$1.26
2013Detailed filing. Detailed filing data is available for this year.$6.13$6.13$58.0$60.4$2.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.52$8.52$70.4$69.6$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.67$7.67$68.2$65.4$2.79