Civic Intelligence

Charles D Bertolet Memorial Foundation Inc.

990PF • Fiscal year 2018 • EIN 36-2493277

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

50th percentile

3.5%

Higher net margin than 50% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

15th percentile

-10%

Faster asset growth than 15% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

6.6%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$944,503

Down $109,306 (-10%) from 2017

Net Assets

Down

$944,503

Down $109,306 (-10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin50th percentile

Revenue

Up

$35,002

Up $2,167 (+6.6%) from 2017

Expenses

Down

$33,761

Down $2,324 (-6.4%) from 2017

Net Income

Up

$1,241

Up $4,491 (+138%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

2018

Assets$944,503
Liabilities$0
Net Assets$944,503
Open 2018 Filing

Operations Trend

Revenue Growth56th percentile

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

2018

Revenue$35,002
Expenses$33,761
Net Income$1,241
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James CampbellPresident-$0--
Larry WagnerSec/Treasurer-$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
2019-05-09
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 Appendix311 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/UndistributedIncomeGrp/ExcessFromYear3Amt033424
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036652
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033608
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt033608
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0213980
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0180372
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0338
LandEtcSchedule2/LandEtcGrp/BookValueAmt020542
LandEtcSchedule2/LandEtcGrp/BookValueAmt111779
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt020880
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt111779
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt032321
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/DisbursementsCharitablePrpsAmt14859
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21592
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32808
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4695
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt56494
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14859
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21592
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32808
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4695
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt56494
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt020049
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Capital Gain Distribution
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt020049
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt020049
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01755
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01755
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0328
TaxesSchedule/TaxesDetail/Amt11037
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0328
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11037
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Campbell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
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/ReturnTs02019-05-09T06:09:12-07:00
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
$944,503
Liabilities
$0
Net assets
$944,503
Revenue
$35,002
Expenses
$33,761
Net income
$1,241
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