Civic Intelligence

The Rick & Jo Berquist Foundation

990PF • Fiscal year 2018 • EIN 20-8621519

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-95%

Higher net margin than 6% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-6.4%

Faster asset growth than 33% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-79%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$88,201

Down $6,008 (-6.4%) from 2017

Net Assets

Down

$88,201

Down $6,008 (-6.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Down

$6,304

Down $23,876 (-79%) from 2017

Expenses

Up

$12,312

Up $6,271 (+104%) from 2017

Net Income

Down

-$6,008

Down $30,147 (-125%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2018

Assets$88,201
Liabilities$0
Net Assets$88,201
Open 2018 Filing

Operations Trend

Revenue Growth4th 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

2018

Revenue$6,304
Expenses$12,312
Net Income-$6,008
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
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
2019-11-13

Preparer

Firm
Schneider Larche Haapala & Co Pllc
Address
401 LUDINGTON STREET, ESCANABA, MI 49829
Preparer
Karen L Meiers CPA
Phone
9067866151
Raw XML Appendix299 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/PersonNm1JOAN K BERQUIST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049931
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08200
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/AppliedToCurrentYearAmt04668
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04668
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0211
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013933
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013933
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt075980
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01326
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035957
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034954
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03532
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt089913
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt086381
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02444
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01431
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01332
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01010
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt049
TaxesSchedule/TaxesDetail/Amt049
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt049
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALTON R BERQUIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES./TREASU
ReturnHeader/BusinessOfficerGrp/PhoneNum05616279493
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
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/AtSubmissionFilingDeviceId0362C094230029D04688F784D7F71DA3EE53CB9A7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.158.27.50
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:31:58
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/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN L MEIERS CPA
ReturnHeader/ReturnTs02019-11-15T14:31:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,201
Liabilities
$0
Net assets
$88,201
Revenue
$6,304
Expenses
$12,312
Net income
-$6,008
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
2018Detailed filing. Detailed filing data is available for this year.$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