Civic Intelligence

Berto Dynasty Foundation Inc

EIN 27-1802367 • 501(c)3 • Winter Haven, FL

Profile

To provide assistance to enhance education, health and community development for people and geographical areas, including but not limited to the state of florida and haiti; provide scholarships and programs for youth; and to aid research dedicated to fighting diseases such as parkinson's disease.

252 Magnolia Avenue SWWinter Haven, FL 33880-2901

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2015

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

43rd percentile

-6.2%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$221,272

Down $14,620 (-6.2%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$221,272

Down $14,620 (-6.2%) from 2014

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$14,620

Down $7,724 (-35%) from 2014

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $108,970Net Assets 2010: $108,9702010Assets 2011: $194,220Net Assets 2011: $194,2202011Assets 2012: $284,586Net Assets 2012: $284,5862012Assets 2013: $258,236Net Assets 2013: $258,2362013Assets 2014: $235,892Net Assets 2014: $235,8922014Assets 2015: $221,272Net Assets 2015: $221,2722015

Highlighted filing

2015

Assets$221,272
Liabilities-
Net Assets$221,272
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2010: $132,866Expenses 2010: $23,896Net Income 2010: $108,9702010Revenue 2011: $100,007Expenses 2011: $14,757Net Income 2011: $85,2502011Revenue 2012: $105,000Expenses 2012: $14,633Net Income 2012: $90,3672012Expenses 2013: $26,3502013Expenses 2014: $22,3442014Expenses 2015: $14,6202015

Highlighted filing

2015

Revenue-
Expenses$14,620
Net Income-
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$221,272
Liabilities
-
Net assets
$221,272
Revenue
-
Expenses
$14,620
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$2.21$2.21$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.36$2.36$0.22
2013Detailed filing. Detailed filing data is available for this year.$2.58$2.58$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$2.85$1.05$0.15$0.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$1.94$1.00$0.15$0.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$1.09$1.33$0.24$1.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 29, 2016
Return Version
2015v2.1
Mission and Program Overview

Mission

To provide assistance to enhance education, health and community development for people and geographical areas, including but not limited to the state of florida and haiti; provide scholarships and programs for youth; and to aid research dedicated to fighting diseases such as parkinson's disease.

Program Services

DescriptionGrantsExpenses
TO SUPPORT JACK BREWER FOUNDATION WORLDWIDE CHARITY BY CONTRIBUTING TO THE VARIOUS SPORTS PROGRAMS TO ENHANCE THE LIFES OF THE YOUTH$11,800$11,800
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC B ADAMSONDirector-$0--
CLEVELAND BERTODirector-$0--
ANDRE BERTOChairman-$0--
Filing and Contact Details

Filer

Filer Name
Berto Dynasty Foundation Inc
EIN
27-1802367
Phone
8632929694
Address
252 MAGNOLIA AVENUE SW, WINTER HAVEN, FL 33880-2901

Signing Officer

Name
Eric B Adamson
Title
Director
Phone
8632929694
Signed
2016-02-29
Discuss with paid preparer
Yes

Preparer

Firm
Adamson Co Pa
Address
252 MAGNOLIA AVENUE SW, WINTER HAVEN, FL 33880-2901
Preparer
Eric B Adamson
Phone
8632929694
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“The jack brewer foundation 12/28/2015 80 s, eighth st. - suite 900 minneapolis, mn 55402 11,800 0 0”

Form 990-ez, Part I, Line 16

“Expenses business registration fee 71 total 71”

Form 990-ez, Part III

“To provide assistance to enhance education, health and community development for people and geographical areas, including but not limited to the state of florida and haiti; provide scholarships and programs for youth; and to aid research dedicated to fighting diseases such as parkinson's disease.”

Raw XML Appendix119 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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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ADAMSON CO PA
IRS990EZ/BooksInCareOfDetail/PhoneNum08632929694
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0252 MAGNOLIA AVENUE SW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINTER HAVEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0338802901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0235892
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0221272
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14620
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02749
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0235892
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0221272
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011800
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0235892
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0221272
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0235892
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0221272
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC B ADAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLEVELAND BERTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDRE BERTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt071
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ASSISTANCE TO ENHANCE EDUCATION, HEALTH AND COMMUNITY DEVELOPMENT FOR PEOPLE AND GEOGRAPHICAL AREAS, INCLUDING BUT NOT LIMITED TO THE STATE OF FLORIDA AND HAITI; PROVIDE SCHOLARSHIPS AND PROGRAMS FOR YOUTH; AND TO AID RESEARCH DEDICATED TO FIGHTING DISEASES SUCH AS PARKINSON'S DISEASE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT JACK BREWER FOUNDATION WORLDWIDE CHARITY BY CONTRIBUTING TO THE VARIOUS SPORTS PROGRAMS TO ENHANCE THE LIFES OF THE YOUTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011800
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014620
IRS990EZ/TotalProgramServiceExpensesAmt011800
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0200000
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0105000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0205007
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt05007
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0100000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0200000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100007
IRS990ScheduleA/Total509Grp/TotalAmt0205007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100007
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0205007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE JACK BREWER FOUNDATION 12/28/2015 80 S, EIGHTH ST. - SUITE 900 MINNEAPOLIS, MN 55402 11,800 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BUSINESS REGISTRATION FEE 71 TOTAL 71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE ASSISTANCE TO ENHANCE EDUCATION, HEALTH AND COMMUNITY DEVELOPMENT FOR PEOPLE AND GEOGRAPHICAL AREAS, INCLUDING BUT NOT LIMITED TO THE STATE OF FLORIDA AND HAITI; PROVIDE SCHOLARSHIPS AND PROGRAMS FOR YOUTH; AND TO AID RESEARCH DEDICATED TO FIGHTING DISEASES SUCH AS PARKINSON'S DISEASE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC B ADAMSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08632929694
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTO DYNASTY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0271802367
ReturnHeader/Filer/PhoneNum08632929694
ReturnHeader/Filer/USAddress/AddressLine1Txt0252 MAGNOLIA AVENUE SW
ReturnHeader/Filer/USAddress/CityNm0WINTER HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0338802901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593627531
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADAMSON CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0252 MAGNOLIA AVENUE SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINTER HAVEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338802901
ReturnHeader/PreparerPersonGrp/PhoneNum08632929694
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC B ADAMSON
ReturnHeader/ReturnTs02016-03-18T13:41:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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