Civic Intelligence

The Rick & Jo Berquist Foundation

990PF • Fiscal year 2014 • EIN 20-8621519

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 15, 2015

Organization Profile
8441 Egret Lakes LaneWest Palm Beach, FL 33412

(561) 627-9493

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

29th percentile

-7.6%

Faster asset growth than 29% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

100%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$78,779

Down $6,511 (-7.6%) from 2013

Net Assets

Down

$78,779

Down $6,511 (-7.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin19th percentile

Revenue

Up

$34,546

Up $17,282 (+100%) from 2013

Expenses

Down

$41,057

Down $215 (-0.5%) from 2013

Net Income

Up

-$6,511

Up $17,497 (+73%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$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

2014

Assets$78,779
Liabilities$0
Net Assets$78,779
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$34,546
Expenses$41,057
Net Income-$6,511
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

Filer Name
The Rick & Jo Berquist Foundation
EIN
20-8621519
Phone
5616279493
Address
8441 EGRET LAKES LANE, WEST PALM BEACH, FL 33412

Signing Officer

Name
Alton R Berquist
Title
President
Phone
5616279493
Signed
2015-11-15

Preparer

Firm
Schneider Larche Haapala & Co Pllc
Address
401 LUDINGTON STREET, ESCANABA, MI 49829
Preparer
Karen L Meiers CPA
Phone
9067866151
Raw XML Appendix305 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALTON R BERQUIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOAN K BERQUIST
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05046
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013933
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt042292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012402
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012402
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0127107
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034954
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013933
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013806
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042292
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022122
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034954
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0139509
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0104555
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ALTON BERQUIST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08441 EGRET LAKES LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WEST PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033412
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt016528
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt020
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CORPORATE FILING FEE
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt020
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt020
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05752
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REAL PROPERTY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06135
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06485
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt015
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt126
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON-DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt015
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt126
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0969
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt127
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0969
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt127
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MISCELLANEOUS INVESTMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0969
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt127
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt041
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt041
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALTON R BERQUIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05616279493
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RICK & JO BERQUIST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICK
ReturnHeader/Filer/EIN0208621519
ReturnHeader/Filer/PhoneNum05616279493
ReturnHeader/Filer/USAddress/AddressLine1Txt08441 EGRET LAKES LANE
ReturnHeader/Filer/USAddress/CityNm0WEST PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033412
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200345993
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHNEIDER LARCHE HAAPALA & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 LUDINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCANABA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049829
ReturnHeader/PreparerPersonGrp/PhoneNum09067866151
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN L MEIERS CPA
ReturnHeader/ReturnTs02015-11-16T13:13:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$78,779
Liabilities
$0
Net assets
$78,779
Revenue
$34,546
Expenses
$41,057
Net income
-$6,511
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