Civic Intelligence

Gerry Bertier 42 Foundation

990EZ • Fiscal year 2015 • EIN 20-4986687

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

24th percentile

-9.1%

Higher net margin than 24% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

6th percentile

-62%

Faster asset growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,853

Down $3,016 (-62%) from 2014

Net Assets

Down

$1,853

Down $3,016 (-62%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Down

$33,170

Down $9,269 (-22%) from 2014

Expenses

Down

$36,186

Down $7,510 (-17%) from 2014

Net Income

Down

-$3,016

Down $1,759 (-140%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2015

Assets$1,853
Liabilities-
Net Assets$1,853
Open 2015 Filing

Operations Trend

Revenue Growth22nd 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

2015

Revenue$33,170
Expenses$36,186
Net Income-$3,016
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.0
Gross Receipts
$33,170
Mission and Program Overview

Mission

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

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

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION DONATED FUNDS IN THE AMOUNT OF $20,000 RAISED THROUGH DONATIONS RECEIVED AND ANNUAL CHARITY EVENTS TO VIRGINIA COMMONWEALTH UNIVERSITY FOR THE PURPOSE OF FURTHERING SPINAL CORD INJURY RESEARCH.$36,186$20,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA BRITTExecutive DirectorPT$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
Signed
2016-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Oakes Pc
Address
3330 Bourbon St, Fredericksburg, VA 22408
Preparer
Kevin T Oakes
Phone
5403711300
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: VIRGINIA COMMONWEALTH UNIVERSITY | Donee's Address: 1111 W BROAD STREET RICHMOND VA 23220 | Cash Amount Given: $20000”

Other Expenses.1005

“Travel $783”

Other Expenses.1

“Event fees & supplies $12212”

Other Expenses.2

“MISCELLANEOUS $616”

Other Expenses.3

“Bank & credit card fees $534”

Other Expenses.4

“SUPPLIES $397”

Other Expenses.5

“LICENSES & FEES $255”

Raw XML Appendix151 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
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IRS990EZ/PrintingPublicationsPostageAmt089
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt036186
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036186
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IRS990EZ/TotalRevenueAmt033170
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042439
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt058041
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt068199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0272274
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0272274
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042439
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058041
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070425
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068199
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0272274
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/ExplanationTxt0| Donee's Name: VIRGINIA COMMONWEALTH UNIVERSITY | Donee's Address: 1111 W BROAD STREET RICHMOND VA 23220 | Cash Amount Given: $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT FEES & SUPPLIES $12212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK & CREDIT CARD FEES $534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSES & FEES $255
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA BRITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-12
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03330 Bourbon St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fredericksburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022408
ReturnHeader/PreparerPersonGrp/PhoneNum05403711300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN T OAKES
ReturnHeader/ReturnTs02016-08-12T12:29:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,853
Liabilities
-
Net assets
$1,853
Revenue
$33,170
Expenses
$36,186
Net income
-$3,016
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits