Civic Intelligence

Charles D Bertolet Memorial Foundation Inc.

990T • Fiscal year 2021 • EIN 36-2493277

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 29, 2022

103 W 2nd StreetLeaf River, IL 61047

(815) 738-2817

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$1,168,231
Liabilities$0
Net Assets$1,168,231

Operations Trend

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

Latest loaded filing

2024

Revenue$59,765
Expenses$55,616
Net Income$4,149
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 29, 2022
Return Version
2021v4.1
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
Richard Simpson
Title
President
Signed
2022-06-29
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 Appendix59 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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IRS990T/BooksInCareOfDetail/PhoneNum08157382817
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0203 West Fourth Street
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Leaf River
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd061047
IRS990T/BookValueAssetsEOYAmt01214684
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/PrincipalBusinessActivityCd0532000
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IRS990TScheduleA/TradeOrBusinessDesc0Rental
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Simpson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-29
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
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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/ReturnTs02022-06-29T13:25:36-07:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Simpson
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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