Civic Intelligence

Bechtler Collection Preservation Foundation

990PF • Fiscal year 2019 • EIN 20-5698834

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 30, 2020

420 S Tryon StreetCharlotte, NC 28202

(704) 353-9200

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2019 filings • NTEE A • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

16th percentile

0.03x

Higher debt load relative to revenue than 16% of similar nonprofits.

2019 filings • NTEE A • $10M-$25M nonprofits • Source year 2019

Net Margin

88th percentile

56%

Higher net margin than 88% of similar nonprofits.

2019 filings • NTEE A • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

11th percentile

$32,336

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2019 filings • NTEE A • $10M-$25M nonprofits • Source year 2019

Asset Growth

43rd percentile

1.8%

Faster asset growth than 43% of similar nonprofits.

2019 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

96%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$20,834,922

Up $359,506 (+1.8%) from 2018

Net Assets

Up

$20,815,713

Up $355,349 (+1.7%) from 2018

Liabilities

Up

$19,209

Up $4,157 (+28%) from 2018

Revenue

Up

$640,000

Up $313,876 (+96%) from 2018

Expenses

Up

$284,651

Up $41,204 (+17%) from 2018

Net Income

Up

$355,349

Up $272,672 (+330%) from 2018

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $20,576,980Liabilities 2010: $0Net Assets 2010: $20,576,9802010Assets 2011: $20,710,422Liabilities 2011: $44,147Net Assets 2011: $20,666,2752011Assets 2012: $20,661,232Liabilities 2012: $0Net Assets 2012: $20,661,2322012Assets 2013: $20,693,932Liabilities 2013: $0Net Assets 2013: $20,693,9322013Assets 2014: $20,715,942Liabilities 2014: $12,260Net Assets 2014: $20,703,6822014Assets 2015: $20,547,508Liabilities 2015: $0Net Assets 2015: $20,547,5082015Assets 2016: $20,478,371Liabilities 2016: $15,000Net Assets 2016: $20,463,3712016Assets 2017: $20,403,447Liabilities 2017: $25,760Net Assets 2017: $20,377,6872017Assets 2018: $20,475,416Liabilities 2018: $15,052Net Assets 2018: $20,460,3642018Assets 2019: $20,834,922Liabilities 2019: $19,209Net Assets 2019: $20,815,7132019Assets 2020: $20,755,005Liabilities 2020: $76,098Net Assets 2020: $20,678,9072020Assets 2021: $20,732,101Liabilities 2021: $24,018Net Assets 2021: $20,708,0832021Assets 2022: $20,419,133Liabilities 2022: $261,501Net Assets 2022: $20,157,6322022Assets 2023: $20,616,628Liabilities 2023: $559,672Net Assets 2023: $20,056,9562023Assets 2024: $20,391,926Liabilities 2024: $0Net Assets 2024: $20,391,9262024

Highlighted filing

2019

Assets$20,834,922
Liabilities$19,209
Net Assets$20,815,713

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $91,5802010Expenses 2011: $78,7052011Expenses 2012: $89,0432012Expenses 2013: $81,3002013Revenue 2014: $140,000Expenses 2014: $130,250Net Income 2014: $9,7502014Revenue 2015: $0Expenses 2015: $156,174Net Income 2015: -$156,1742015Revenue 2016: $95,250Expenses 2016: $179,387Net Income 2016: -$84,1372016Revenue 2017: $164,000Expenses 2017: $249,684Net Income 2017: -$85,6842017Revenue 2018: $326,124Expenses 2018: $243,447Net Income 2018: $82,6772018Revenue 2019: $640,000Expenses 2019: $284,651Net Income 2019: $355,3492019Revenue 2020: $0Expenses 2020: $140,142Net Income 2020: -$140,1422020Revenue 2021: $110,198Expenses 2021: $37,108Net Income 2021: $73,0902021Revenue 2022: $166,005Expenses 2022: $205,015Net Income 2022: -$39,0102022Revenue 2023: $0Expenses 2023: $215,896Net Income 2023: -$215,8962023Revenue 2024: $544,360Expenses 2024: $209,390Net Income 2024: $334,9702024

Highlighted filing

2019

Revenue$640,000
Expenses$284,651
Net Income$355,349
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 30, 2020
Return Version
2018v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN BOYERPresident And CEOPT$32,336-$32,336
ANDREAS H BECHTLERDirectorPT$0--
ROBERT S LILIENDirector And SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Bechtler Collection Preservation
EIN
20-5698834
Phone
7043539200
Address
420 S TRYON STREET, CHARLOTTE, NC 28202

Signing Officer

Name
Patty Stevens
Title
Vice President, Finance
Phone
7043539200
Signed
2020-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Raw XML Appendix369 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/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PATTY STEVENS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0420 SOUTH TRYON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07043539205
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.BECHTLER.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0IN FULFILLING ITS EXEMPT PURPOSE, THE FOUNDATION HOLDS LEGAL TITLE TO OVER 1,300 PIECES OF ART VALUED IN EXCESS OF $20 MILLION. THE PRIMARY OBLIGATION OF THE FOUNDATION IS TO PROVIDE 100% OF THAT COLLECTION TO THE CITY OF CHARLOTTE UNDER THE "ART COLLECTION AGREEMENT" OF 9/11/06 FOR EXHIBITION AND STORAGE IN THE MUSEUM WHICH OPENED JANUARY 2010.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0284651
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0HABE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/AddressLine1Txt0CLOSE TRUST COMPANY JERSEY LTD U/A
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/CityNm0ST HELIER
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/CountryCd0JE
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/ForeignPostalCd0SEY JE4 9S
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0640000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt020384714
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ART COLLECTION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt020384714
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt020384714
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PAYROLL SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COLLECTION CONSERVATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4COLLECTION FRAMING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5IT & COMMUNICATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6COLLECTION SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7MEMBERSHIPS, DUES, SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8CONSERVATION-CASCADE MODEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt024705
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1677
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt223992
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt345
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt412159
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt54850
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt62004
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7450
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt82996
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt921802
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024705
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1677
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt223992
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt345
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt412159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt54850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt62004
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt82996
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt921802
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt09918
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt09918
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATTY STEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT, FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum07043539200
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BECHTLER COLLECTION PRESERVATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BECH
ReturnHeader/Filer/EIN0205698834
ReturnHeader/Filer/PhoneNum07043539200
ReturnHeader/Filer/USAddress/AddressLine1Txt0420 S TRYON STREET
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST TRADE STREET SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07049985200
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN NORMAN
ReturnHeader/ReturnTs02020-07-07T14:40:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$0.54$0.21$0.33
2023Detailed filing. Detailed filing data is available for this year.$20.6$0.56$20.1$0.00$0.22$0.22
2022Detailed filing. Detailed filing data is available for this year.$20.4$0.26$20.2$0.17$0.21$0.04
2021Detailed filing. Detailed filing data is available for this year.$20.7$0.02$20.7$0.11$0.04$0.07
2020Detailed filing. Detailed filing data is available for this year.$20.8$0.08$20.7$0.00$0.14$0.14
2019Detailed filing. Detailed filing data is available for this year.$20.8$0.02$20.8$0.64$0.28$0.36
2018Detailed filing. Detailed filing data is available for this year.$20.5$0.02$20.5$0.33$0.24$0.08
2017Detailed filing. Detailed filing data is available for this year.$20.4$0.03$20.4$0.16$0.25$0.09
2016Detailed filing. Detailed filing data is available for this year.$20.5$0.02$20.5$0.10$0.18$0.08
2015Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$0.00$0.16$0.16
2014Detailed filing. Detailed filing data is available for this year.$20.7$0.01$20.7$0.14$0.13$0.01
2013Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$0.08
2012Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$0.09
2011Detailed filing. Detailed filing data is available for this year.$20.7$0.04$20.7$0.08
2010Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$0.09