Civic Intelligence

Bertis a Westfall Charitable Trust C/O Central Trust Company

990PF • Fiscal year 2019 • EIN 26-2239756

Jan 01, 2019 to Dec 31, 2019 • Filed on May 13, 2020

Organization Profile
PO Box 577Columbia, MO 65205

(573) 874-8490

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

4th percentile

-137%

Higher net margin than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

59th percentile

$7,554

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 38.8% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

24th percentile

-4.3%

Faster asset growth than 24% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$598,215

Down $62,816 (-9.5%) from 2017

Net Assets

Down

$598,215

Down $62,816 (-9.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin4th percentile

Revenue

Down

$19,474

Down $16,860 (-46%) from 2017

Expenses

Down

$46,221

Down $4,303 (-8.5%) from 2017

Net Income

Down

-$26,747

Down $12,557 (-88%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$1.0M$500K$0Assets 2010: $913,818Liabilities 2010: $0Net Assets 2010: $913,8182010Assets 2011: $888,675Liabilities 2011: $0Net Assets 2011: $888,6752011Assets 2012: $865,395Liabilities 2012: $0Net Assets 2012: $865,3952012Assets 2013: $826,790Liabilities 2013: $0Net Assets 2013: $826,7902013Assets 2014: $798,105Liabilities 2014: $0Net Assets 2014: $798,1052014Assets 2015: $712,064Liabilities 2015: $0Net Assets 2015: $712,0642015Assets 2016: $675,221Liabilities 2016: $0Net Assets 2016: $675,2212016Assets 2017: $661,031Liabilities 2017: $0Net Assets 2017: $661,0312017Assets 2019: $598,215Liabilities 2019: $0Net Assets 2019: $598,2152019Assets 2020: $586,000Liabilities 2020: $0Net Assets 2020: $586,0002020Assets 2022: $555,617Liabilities 2022: $0Net Assets 2022: $555,6172022

Highlighted filing

2019

Assets$598,215
Liabilities$0
Net Assets$598,215
Open 2019 Filing

Operations Trend

Revenue Growth79th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $64,4302010Expenses 2011: $64,0802011Expenses 2012: $62,9382012Revenue 2013: $24,692Expenses 2013: $63,533Net Income 2013: -$38,8412013Revenue 2014: $33,317Expenses 2014: $62,075Net Income 2014: -$28,7582014Revenue 2015: -$27,563Expenses 2015: $58,478Net Income 2015: -$86,0412015Revenue 2016: $15,348Expenses 2016: $52,191Net Income 2016: -$36,8432016Revenue 2017: $36,334Expenses 2017: $50,524Net Income 2017: -$14,1902017Revenue 2019: $19,474Expenses 2019: $46,221Net Income 2019: -$26,7472019Revenue 2020: $36,072Expenses 2020: $47,707Net Income 2020: -$11,6352020Revenue 2022: $3,406Expenses 2022: $48,057Net Income 2022: -$44,6512022

Highlighted filing

2019

Revenue$19,474
Expenses$46,221
Net Income-$26,747
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,554-$7,554
Filing and Contact Details

Filer

Filer Name
Bertis a Westfall Charitable Trust
EIN
26-2239756
Phone
5738748490
Address
PO BOX 577, COLUMBIA, MO 65205

Signing Officer

Name
Central Trust Company
Title
Trustee
Signed
2020-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Chv Accounting & Consulting Servicesinc
Address
209A E GREEN MEADOWS ROAD, COLUMBIA, MO 65203-3637
Preparer
Jennifer Todd
Phone
5734493741
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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/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/AddressLine1Txt0720 E BROADWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLUMBIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd065201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CENTRAL TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum05738748490
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt29447
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALZHEIMER'S ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN HEART ASSOCIATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MUSCULAR DYSTROPHY ASSN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE AMERICAN CANCER SOCIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501C(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02400 BLUFF CREEK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 22249
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23300 E SUNRISE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 720366
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TUCSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd065201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285748
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd373132
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037785
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/AppliedToCurrentYearAmt030755
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016454
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016454
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt064240
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012755
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013682
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016398
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038172
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07417
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt080694
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt073277
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt172
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt172
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CENTRAL TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTIS A WESTFALL CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CENTRAL TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0262239756
ReturnHeader/Filer/PhoneNum05738748490
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 577
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E0844E564FAB7FEFB70A69F6B92968DCBACCF1A6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ECB980DCE97B990E33FCD6508D84D0765D741AC1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-07-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:46:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481028532
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHV ACCOUNTING & CONSULTING SERVICESINC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0209A E GREEN MEADOWS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0652033637
ReturnHeader/PreparerPersonGrp/PhoneNum05734493741
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER TODD
ReturnHeader/ReturnTs02020-07-06T15:46:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$598,215
Liabilities
$0
Net assets
$598,215
Revenue
$19,474
Expenses
$46,221
Net income
-$26,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.00$5.56$0.03$0.48$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.36$0.48$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.19$0.46$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$0.00$6.61$0.36$0.51$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.15$0.52$0.37
2015Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.28$0.58$0.86
2014Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.33$0.62$0.29
2013Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.25$0.64$0.39
2012Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$0.63
2011Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$0.64
2010Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.64
Peer Organizations

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