Civic Intelligence

Bertrand Farm Inc

990EZ • Fiscal year 2016 • EIN 20-8659533

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

3575 W Bertrand RdNiles, MI 49120

(269) 695-3306

Siviq Scores

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

Liabilities / Assets

85th percentile

0.27x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.06x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$21,500

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 25.8% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$17,034

Down $10,408 (-38%) from 2015

Net Assets

Down

$12,441

Down $11,678 (-48%) from 2015

Liabilities

Up

$4,593

Up $1,270 (+38%) from 2015

Revenue

Down

$83,468

Down $12,922 (-13%) from 2015

Expenses

Down

$95,146

Down $3,209 (-3.3%) from 2015

Net Income

Down

-$11,678

Down $9,713 (-494%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2010: $6,300Liabilities 2010: $2,830Net Assets 2010: $3,4702010Assets 2011: $5,431Liabilities 2011: $4,759Net Assets 2011: $6722011Assets 2012: $9,838Liabilities 2012: $4,153Net Assets 2012: $5,6852012Assets 2013: $38,081Liabilities 2013: $3,299Net Assets 2013: $34,7822013Assets 2014: $29,408Liabilities 2014: $3,324Net Assets 2014: $26,0842014Assets 2015: $27,442Liabilities 2015: $3,323Net Assets 2015: $24,1192015Assets 2016: $17,034Liabilities 2016: $4,593Net Assets 2016: $12,4412016Assets 2017: $7,166Liabilities 2017: $6,309Net Assets 2017: $8572017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$17,034
Liabilities$4,593
Net Assets$12,441

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $76,539Expenses 2010: $75,405Net Income 2010: $1,1342010Revenue 2011: $55,493Expenses 2011: $58,291Net Income 2011: -$2,7982011Revenue 2012: $82,040Expenses 2012: $74,398Net Income 2012: $7,6422012Revenue 2013: $148,789Expenses 2013: $119,692Net Income 2013: $29,0972013Revenue 2014: $120,172Expenses 2014: $128,870Net Income 2014: -$8,6982014Revenue 2015: $96,390Expenses 2015: $98,355Net Income 2015: -$1,9652015Revenue 2016: $83,468Expenses 2016: $95,146Net Income 2016: -$11,6782016Revenue 2017: $60,872Expenses 2017: $72,456Net Income 2017: -$11,5842017Revenue 2018: $6,182Expenses 2018: $7,039Net Income 2018: -$8572018

Highlighted filing

2016

Revenue$83,468
Expenses$95,146
Net Income-$11,678
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$83,468
Mission and Program Overview

Mission

Sustainable Farm Practice Education

Program Services

DescriptionGrantsExpenses
The corporation has been operated for the purpose of promoting and stimulating project based education for the purpose of promoting ethical farm practices and environmental issues-$95,145
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Therese NiemierExec DirectorFT$21,500-$21,500
Suzanne WilsonBoard Chair-$0--
Elizabeth ZapfTreasurer-$0--
Melanie LissSecretary-$0--
Jessica VelazquezDirector-$0--
Nicole LambeletDirector-$0--
Margaret PfeilDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bertrand Farm Inc
EIN
20-8659533
Address
3575 W BERTRAND RD, Niles, MI 49120

Signing Officer

Name
Therese Niemier
Title
Executive Direc
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Michael G Horvath EA
Address
PO Box 5098, Mooresville, NC 28117
Preparer
Michael G Horvath EA
Phone
7046775620
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Grantee COMMUNITY FOUNDATION

Description of other expenses Part I line 16

Description AmountDepreciation from 4562 4,868Business Registration Fees 20Bank Charges 20Lunch Meeting 286Miscellaneous 498Repairs and Maintenance 552Materials 3,208Books and Subscriptions 643Gasoline 1,378Miscellaneous 2,000Supplies 16,336Payroll Taxes 1,719Staff Appreciation 357Staff Education 378Resale 123Straw 457

Description of total liabilities Part II line 26

Category Beginning of Year End of YearCurrent Liabilities 3,323 4,593

Raw XML Appendix185 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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0STRAIGHT SALARY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BERTRAND FARM INC
IRS990EZ/BooksInCareOfDetail/PhoneNum02696953306
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03575 W BERTRAND ROD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Niles
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049120
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08827
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LandAndBuildingsGrp/BOYAmt018615
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Therese Niemier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Suzanne Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Elizabeth Zapf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melanie Liss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jessica Velazquez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Nicole Lambelet
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Margaret Pfeil
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Exec Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt032843
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Sustainable Farm Practice Education
IRS990EZ/PrintingPublicationsPostageAmt0868
IRS990EZ/ProgramServiceRevenueAmt063183
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt095145
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt031576
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03323
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04593
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095146
IRS990EZ/TotalProgramServiceExpensesAmt095145
IRS990EZ/TotalRevenueAmt083468
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BERTRANDFARM.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066266
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040874
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07310
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0166300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063183
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064825
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053008
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt074730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0271680
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0437980
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083468
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0119274
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056808
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082040
IRS990ScheduleA/Total509Grp/TotalAmt0437980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083468
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0119274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082040
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0437980
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee COMMUNITY FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDepreciation from 4562 4,868Business Registration Fees 20Bank Charges 20Lunch Meeting 286Miscellaneous 498Repairs and Maintenance 552Materials 3,208Books and Subscriptions 643Gasoline 1,378Miscellaneous 2,000Supplies 16,336Payroll Taxes 1,719Staff Appreciation 357Staff Education 378Resale 123Straw 457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearCurrent Liabilities 3,323 4,593
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Therese Niemier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTRAND FARM INC
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0208659533
ReturnHeader/Filer/USAddress/AddressLine1Txt03575 W BERTRAND RD
ReturnHeader/Filer/USAddress/CityNm0Niles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049120
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId059D6EC41C1B8665FE370B67137FBA73593383EE8
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.191.39.103
ReturnHeader/FilingSecurityInformation/IPDt02017-08-15
ReturnHeader/FilingSecurityInformation/IPTm019:03:45
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael G Horvath EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 5098
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mooresville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028117
ReturnHeader/PreparerPersonGrp/PhoneNum07046775620
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael G Horvath EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-07-25T19:52:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings