Civic Intelligence

The Rick & Jo Berquist Foundation

EIN 20-8621519 • Palmetto, FL

130 Riviera Dunes Way 1203Palmetto, FL 34221
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

10th percentile

-117%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-12%

Faster asset growth than 37% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

119%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$32,167

Down $4,501 (-12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$32,167

Down $4,501 (-12%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin10th percentile

Revenue

Up

$3,839

Up $2,083 (+119%) from 2023

Expenses

Up

$8,340

Up $4,776 (+134%) from 2023

Net Income

Down

-$4,501

Down $2,693 (-149%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $124,985Liabilities 2011: $02011Assets 2012: $109,298Liabilities 2012: $02012Assets 2013: $85,290Liabilities 2013: $0Net Assets 2013: $85,2902013Assets 2014: $78,779Liabilities 2014: $0Net Assets 2014: $78,7792014Assets 2015: $59,628Liabilities 2015: $0Net Assets 2015: $59,6282015Assets 2016: $70,070Liabilities 2016: $0Net Assets 2016: $70,0702016Assets 2017: $94,209Liabilities 2017: $0Net Assets 2017: $94,2092017Assets 2018: $88,201Liabilities 2018: $0Net Assets 2018: $88,2012018Assets 2019: $73,965Liabilities 2019: $0Net Assets 2019: $73,9652019Assets 2020: $77,787Liabilities 2020: $0Net Assets 2020: $77,7872020Assets 2021: $60,276Liabilities 2021: $0Net Assets 2021: $60,2762021Assets 2022: $38,476Liabilities 2022: $0Net Assets 2022: $38,4762022Assets 2023: $36,668Liabilities 2023: $0Net Assets 2023: $36,6682023Assets 2024: $32,167Liabilities 2024: $0Net Assets 2024: $32,1672024

Highlighted filing

2024

Assets$32,167
Liabilities$0
Net Assets$32,167
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2011: $5,449Expenses 2011: $23,155Net Income 2011: -$17,7062011Revenue 2012: $6,453Expenses 2012: $22,140Net Income 2012: -$15,6872012Revenue 2013: $17,264Expenses 2013: $41,272Net Income 2013: -$24,0082013Revenue 2014: $34,546Expenses 2014: $41,057Net Income 2014: -$6,5112014Revenue 2015: $23,619Expenses 2015: $42,770Net Income 2015: -$19,1512015Revenue 2016: $19,299Expenses 2016: $8,857Net Income 2016: $10,4422016Revenue 2017: $30,180Expenses 2017: $6,041Net Income 2017: $24,1392017Revenue 2018: $6,304Expenses 2018: $12,312Net Income 2018: -$6,0082018Revenue 2019: $8,355Expenses 2019: $22,591Net Income 2019: -$14,2362019Revenue 2020: $6,046Expenses 2020: $2,224Net Income 2020: $3,8222020Revenue 2021: $6,887Expenses 2021: $24,398Net Income 2021: -$17,5112021Revenue 2022: $3,494Expenses 2022: $25,294Net Income 2022: -$21,8002022Revenue 2023: $1,756Expenses 2023: $3,564Net Income 2023: -$1,8082023Revenue 2024: $3,839Expenses 2024: $8,340Net Income 2024: -$4,5012024

Highlighted filing

2024

Revenue$3,839
Expenses$8,340
Net Income-$4,501
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,167
Liabilities
$0
Net assets
$32,167
Revenue
$3,839
Expenses
$8,340
Net income
-$4,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.04$0.08$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.02$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.03$0.25$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.07$0.24$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.06$0.02$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.08$0.23$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.06$0.12$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.30$0.06$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.19$0.09$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.24$0.43$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.35$0.41$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.17$0.41$0.24
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.06$0.22$0.16
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$0.05$0.23$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALTON R BERQUISTPres./Treasu-$0--
JOAN K BERQUISTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Rick & Jo Berquist Foundation
EIN
20-8621519
Phone
5616279493
Address
130 RIVIERA DUNES WAY 1203, PALMETTO, FL 34221

Signing Officer

Name
Alton R Berquist
Title
Pres./treasu
Phone
5616279493
Signed
2025-11-12

Preparer

Firm
Schneider Larche Haapala & Co Pllc
Address
401 LUDINGTON STREET, ESCANABA, MI 49829
Preparer
Karen L Meiers CPA
Phone
9067866151
Raw XML AppendixShowing 400 of 653 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01500
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt102023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt112023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt122019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt132019-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt142019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt152018-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt162019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt172019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt182020-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt192018-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt202019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt212022-07
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt282022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt292022-01
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt312023-04
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt352022-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt362022-07
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt452020-03
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0AVANTIS INVESTORS REAL ESTATE ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1AVANTIS INVESTORS REAL ESTATE ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2BAIRD FDS INC AGGR BD FD INS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3DODGE & COX INCOME FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4GMO TRUST RESOURCES FUND I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5GMO TRUST RESOURCES FUND I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6GMO TRUST RESOURCES FUND I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7INVESCO OPPENHEIMER DEVELOPING MARKE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8ISHARES TR 10-20 YR TRS ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9JPM ALERIAN MLP INDEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10JPM ALERIAN MLP INDEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11WCM FOCUSED EMRG MARKETS FD INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12COLUMBIA INCOME OPPS INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13COLUMBIA INCOME OPPS INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc14COLUMBIA INCOME OPPS INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15DODGE & COX INCOME FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16DODGE & COX INCOME FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17DODGE & COX INCOME FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc18DODGE & COX INCOME FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc19DODGE & COX INCOME FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc20FEDERATED KAUFMAN SMALL CAP FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc21GOLDMAN SACHS GQG PARTNERS INTL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc22GOLDMAN SACHS GQG PARTNERS INTL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc23GOLDMAN SACHS INTL SM CAP CP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc24GOLDMAN SACHS INTL SM CAP CP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc25GOLDMAN SACHS INTL SM CAP CP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc26GOLDMAN SACHS INTL SM CAP CP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc27INVESCO OPPENHEIMER DEVELOPING MARKE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc28INVESCO OPPENHEIMER DEVELOPING MARKE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc29INVESCO OPPENHEIMER DEVELOPING MARKE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc30JPM ALERIAN MLP INDEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31JPM ALERIAN MLP INDEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc32JPM ALERIAN MLP INDEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc33LAZARD FDS INC GBL INFRA INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc34LAZARD FDS INC GBL INFRA INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc35MFS INTERNATIONAL EQUITY FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc36MFS INTERNATIONAL EQUITY FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc37MFS INTERNATIONAL EQUITY FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc38MFS MID CAP GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc39MFS MID CAP GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc40SPDR PORTFOLIO S&P 500 GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc41SPDR PORTFOLIO S&P 500 GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc42SPDR PORTFOLIO S&P 500 GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc43SPDR PORTFOLIO S&P 500 GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc44SPDR PORTFOLIO S&P 500 VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc45SPDR PORTFOLIO S&P 500 VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc46SPDR PORTFOLIO S&P 500 VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc47SPDR PORTFOLIO S&P 500 VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc48SPDR PORTFOLIO S&P 500 VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc49VICTORY SYCAMORE ESTABLISHED VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc50VICTORY SYCAMORE SMALL COMPANY OPPTY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc51WCM FOCUSED EMRG MARKETS FD INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc52WCM FOCUSED EMRG MARKETS FD INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc53WCM FOCUSED EMRG MARKETS FD INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc54WCM FOCUSED EMRG MARKETS FD INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc55WCM FOCUSED EMRG MARKETS FD INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc56WCM FOCUSED EMRG MARKETS FD INST
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