Civic Intelligence

Charles D Bertolet Memorial Foundation Inc.

990PF • Fiscal year 2017 • EIN 36-2493277

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
103 W 2nd StreetLeaf River, IL 61047

(815) 738-2817

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

23rd percentile

-9.9%

Higher net margin than 23% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

$1,053,809

No earlier filing loaded for comparison.

Net Assets

$1,053,809

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin23rd percentile

Revenue

$32,835

No earlier filing loaded for comparison.

Expenses

$36,085

No earlier filing loaded for comparison.

Net Income

-$3,250

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2017: $1,053,809Liabilities 2017: $0Net Assets 2017: $1,053,8092017Assets 2018: $944,503Liabilities 2018: $0Net Assets 2018: $944,5032018Assets 2020: $1,130,388Liabilities 2020: $0Net Assets 2020: $1,130,3882020Assets 2021: $1,214,684Liabilities 2021: $0Net Assets 2021: $1,214,6842021Assets 2022: $1,090,551Liabilities 2022: $0Net Assets 2022: $1,090,5512022Assets 2023: $1,164,082Liabilities 2023: $0Net Assets 2023: $1,164,0822023Assets 2024: $1,168,231Liabilities 2024: $0Net Assets 2024: $1,168,2312024

Highlighted filing

2017

Assets$1,053,809
Liabilities$0
Net Assets$1,053,809
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2017: $32,835Expenses 2017: $36,085Net Income 2017: -$3,2502017Revenue 2018: $35,002Expenses 2018: $33,761Net Income 2018: $1,2412018Revenue 2020: $29,191Expenses 2020: $25,925Net Income 2020: $3,2662020Revenue 2021: $45,274Expenses 2021: $28,341Net Income 2021: $16,9332021Revenue 2022: $30,104Expenses 2022: $36,662Net Income 2022: -$6,5582022Revenue 2023: $33,838Expenses 2023: $33,697Net Income 2023: $1412023Revenue 2024: $59,765Expenses 2024: $55,616Net Income 2024: $4,1492024

Highlighted filing

2017

Revenue$32,835
Expenses$36,085
Net Income-$3,250
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James CampbellPresident-$0--
Larry WagnerSec/Treasurer-$0--
David KruseDirector-$0--
Sherrie BickslerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bertolet Memorial Foundation
EIN
36-2493277
Phone
8157382817
Address
103 W 2nd Street, Leaf River, IL 61047

Signing Officer

Name
James Campbell
Title
President
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
J Cain & Associates LTD
Address
5183 Harlem Rd Suite 9, Loves Park, IL 61111
Preparer
James T Cain
Phone
8153973853
Raw XML Appendix332 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0203 West Fourth Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Leaf River
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd061047
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0James Campbell
IRS990PF/StatementsRegardingActyGrp/PhoneNum08157382817
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt034356
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt033424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt036652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt040008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0180372
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt034356
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt033424
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt036652
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt040008
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035932
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035932
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0208788
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0172856
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0185
LandEtcSchedule2/LandEtcGrp/BookValueAmt020695
LandEtcSchedule2/LandEtcGrp/BookValueAmt111779
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt020880
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt111779
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt032474
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Dues/Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Utilities
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0275
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14873
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22735
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt36820
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4684
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt56490
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14873
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22735
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt36820
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4684
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt56490
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01253
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01253
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0264
TaxesSchedule/TaxesDetail/Amt1853
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0264
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1853
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Campbell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bertolet Memorial Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0362493277
ReturnHeader/Filer/PhoneNum08157382817
ReturnHeader/Filer/USAddress/AddressLine1Txt0103 W 2nd Street
ReturnHeader/Filer/USAddress/CityNm0Leaf River
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061047
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201127884
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J Cain & Associates LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05183 Harlem Rd Suite 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Loves Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061111
ReturnHeader/PreparerPersonGrp/PhoneNum08153973853
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James T Cain
ReturnHeader/ReturnTs02018-05-10T11:21:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,053,809
Liabilities
$0
Net assets
$1,053,809
Revenue
$32,835
Expenses
$36,085
Net income
-$3,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.06$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.05$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.03$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.03$0.04$0.00