Civic Intelligence

The Rick & Jo Berquist Foundation

990PF • Fiscal year 2017 • EIN 20-8621519

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization Profile
130 Riviera Dunes Way 1203Palmetto, FL 34221

(561) 627-9493

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

82nd percentile

34%

Faster asset growth than 82% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$94,209

Up $24,139 (+34%) from 2016

Net Assets

Up

$94,209

Up $24,139 (+34%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$30,180

Up $10,881 (+56%) from 2016

Expenses

Down

$6,041

Down $2,816 (-32%) from 2016

Net Income

Up

$24,139

Up $13,697 (+131%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2017

Assets$94,209
Liabilities$0
Net Assets$94,209
Open 2017 Filing

Operations Trend

Revenue Growth87th 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

2017

Revenue$30,180
Expenses$6,041
Net Income$24,139
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
2018-11-09

Preparer

Firm
Schneider Larche Haapala & Co Pllc
Address
401 LUDINGTON STREET, ESCANABA, MI 49829
Preparer
Karen L Meiers CPA
Phone
9067866151
Raw XML Appendix336 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02017-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12015-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22009-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0COVERED SHORT TERM SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1COVERED LONG TERM SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2EATON VANCE PARA STR EMG MKTS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3GOLDMAN SACHS HIG YIELD-INS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4GOLDMAN SACHS HIGH YIELD-INS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5VANGUARD GROWTH INDEX FD ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt025186
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt138649
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2266
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt3307
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt4460
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt51095
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt026797
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt141486
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2292
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3307
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt4440
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt52649
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22017-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32017-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42017-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52017-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01611
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12837
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt226
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt41554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt080884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt089932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS - CORPORATE SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS - FIXD INCME SECURITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02255
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05306
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01554
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt012
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07573
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01554
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09127
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01226
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0852
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt021053
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02255
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02255
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02255
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt024139
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt072823
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06860
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02078
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt0942
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0942
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0942
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt030180
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01041
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01041
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0852
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt024139
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt094209
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt070070
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt094209
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04789
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04789
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04789
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04831
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt042
IRS990PF/DistributableAmountGrp/TotalTaxAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt042
IRS990PF/FMVAssetsEOYAmt0105937
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt065292
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt089233
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0100831
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02918
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02444
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02574
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01860
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02532
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02532
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt070070
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt094209
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0105937
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt070070
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt094209
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt070070
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt094209
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt070070
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt094209
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt098096
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt098096
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01471
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04831
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt096625
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt098096
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALTON R BERQUIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOAN K BERQUIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES./TREASU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0130 RIVIERA DUNES WAY 1203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1130 RIVIERA DUNES WAY 1203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALMETTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALMETTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134221
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt028097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt028118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt039994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt039976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt039982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt019978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.290782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.068045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.493820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.394256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.333737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.164054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt096625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt073481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt080989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0101396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0119801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0121777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.453912
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02009 HALL AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MARINETTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054143
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEPHEN J ALBERS TRUST OFFICER
IRS990PF/StatementsRegardingActyGrp/PhoneNum07157322695
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MICHIGAN TECH UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0MI TECH UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01400 TOWNSEND DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt01400 TOWNSEND DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUGHTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049931
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04789
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt034954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013933
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013806
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013806
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt086381
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01326
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035957
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt034954
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013933
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0211
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0100187
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt099976
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ALTON BERQUIST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0130 RIVIERA DUNES WAY 1203
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALMETTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034221
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt017249
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt040
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CORPORATE FILING FEE
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt040
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt040
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02918
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02444
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02574
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt012
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON-DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt012
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0942
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0942
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0942
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt059
TaxesSchedule/TaxesDetail/Amt059
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt059
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALTON R BERQUIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES./TREASU
ReturnHeader/BusinessOfficerGrp/PhoneNum05616279493
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RICK & JO BERQUIST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICK
ReturnHeader/Filer/EIN0208621519
ReturnHeader/Filer/PhoneNum05616279493
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 RIVIERA DUNES WAY 1203
ReturnHeader/Filer/USAddress/CityNm0PALMETTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034221
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD85B477ACE12370567C88E607A414F451C25AEA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB44582E7C4AF45D9D89E0533E7EE7A89419ADB8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.158.27.50
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:53:26
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/PreparationDt02018-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN L MEIERS CPA
ReturnHeader/ReturnTs02018-11-15T10:53:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,209
Liabilities
$0
Net assets
$94,209
Revenue
$30,180
Expenses
$6,041
Net income
$24,139
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