Charles D Bertolet Memorial Foundation Inc.

990PF • Fiscal year 2020 • EIN 36-2493277

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

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.

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

11%

Higher net margin than 60% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

9.4%

Faster asset growth than 65% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2018 to 2020

-8.7%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2018 to 2020

Balance Sheet

Liabilities / Assets30th percentile

Assets

$1,130,388

Up $185,885 (+20%) from 2018

Net Assets

$1,130,388

Up $185,885 (+20%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin60th percentile

Revenue

Down

$29,191

Down $5,811 (-17%) from 2018

Expenses

Down

$25,925

Down $7,836 (-23%) from 2018

Net Income

$3,266

Up $2,025 (+163%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

Highlighted filing

2020

Assets$1,130,388

Liabilities$0

Net Assets$1,130,388

Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

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

Highlighted filing

2020

Revenue$29,191

Expenses$25,925

Net Income$3,266

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: May 13, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay44th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
James Campbell	President	-	$0	-	-
Larry Wagner	Sec/Treasurer	-	$0	-	-
Sherrie Bicksler	Director	-	$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: 2021-05-13
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

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LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	11779
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	0	32168
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Dues/Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	Utilities
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	326
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	5479
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	556
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	3044
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	702
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	5	4872
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	326
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	5479
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	556
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	3044
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	702
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	4872
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	1947
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Capital Gain Distribution
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	1947
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1947
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1707
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	1707
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	336
TaxesSchedule/TaxesDetail/Amt	1	585
TaxesSchedule/TaxesDetail/CategoryTxt	0	Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt	1	Payroll Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	339
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	585
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	James Campbell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Bertolet Memorial Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	BERT
ReturnHeader/Filer/EIN	0	362493277
ReturnHeader/Filer/PhoneNum	0	8157382817
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	103 W 2nd Street
ReturnHeader/Filer/USAddress/CityNm	0	Leaf River
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	61047
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	201127884
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	J Cain & Associates LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5183 Harlem Rd Suite 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Loves Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	61111
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8153973853
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	James T Cain
ReturnHeader/ReturnTs	0	2021-06-16T07:01:18-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	James
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Campbell
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,130,388
Liabilities: $0
Net assets: $1,130,388
Revenue: $29,191
Expenses: $25,925
Net income: $3,266

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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