Civic Intelligence

Charles D Bertolet Memorial Foundation Inc.

990PF • Fiscal year 2021 • EIN 36-2493277

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

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

37%

Higher net margin than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

51st percentile

7.5%

Faster asset growth than 51% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

55%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,214,684

Up $84,296 (+7.5%) from 2020

Net Assets

Up

$1,214,684

Up $84,296 (+7.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin76th percentile

Revenue

Up

$45,274

Up $16,083 (+55%) from 2020

Expenses

Up

$28,341

Up $2,416 (+9.3%) from 2020

Net Income

Up

$16,933

Up $13,667 (+418%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$1,214,684
Liabilities$0
Net Assets$1,214,684
Open 2021 Filing

Operations Trend

Revenue Growth74th 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

2021

Revenue$45,274
Expenses$28,341
Net Income$16,933
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 29, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard SimpsonPresident-$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
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 Appendix298 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0510
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Prep Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0510
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02014-10-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt05950
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt0153
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0950
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0LED Lighting
DepreciationSchedule/DepreciationPropertyGrp/Rt00.0256
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt023065
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0298208
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0321273
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0298208
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt045272
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/RelatedOrExemptFunctionIncmAmt0993
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt046267
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt046267
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0510
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0510
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt045274
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0153
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt045272
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt045272
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt045272
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt016933
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt045274
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt04830
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt04830
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt018939
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt018939
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02072
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02072
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0837
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0837
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt045274
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt028188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt028341
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt045274
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt045274
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt028188
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028341
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016933
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt067363
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01214684
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01130388
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01214684
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0629
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0629
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0629
IRS990PF/DistributableAmountGrp/TotalTaxAmt0629
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt09
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0629
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0629
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0629
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0638
IRS990PF/FMVAssetsEOYAmt01214990
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06409
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04518
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04518
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0793756
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0880096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0880096
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0395006
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0395006
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt023065
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0321273
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0797
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt032659
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0298208
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0298208
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0298208
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt032015
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt031862
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt032168
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0735382
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0819678
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01130388
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01214684
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01214990
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01130388
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01214684
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01130388
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01214684
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Richard Simpson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Larry Wagner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sherrie Bicksler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt015 Main St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1205 Main St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2402 West Third Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Leaf River
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Leaf River
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Leaf River
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd061047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd161047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd261047
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt028188
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt028188
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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/BusinessNameLine1Txt0Richard Simpson
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/ExcessDistributionCyovYr1Amt025775
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt034356
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt034356
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0160773
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028188
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025775
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033608
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035932
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028188
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028188
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0195129
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0166941
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0797
LandEtcSchedule2/LandEtcGrp/BookValueAmt020083
LandEtcSchedule2/LandEtcGrp/BookValueAmt111779
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt020880
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt111779
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt032168
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Cleaning
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Dues/Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Meeting
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Repairs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Utilities
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1260
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt25262
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt343
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41310
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt584
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt64664
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt71035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8677
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt95529
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25262
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt343
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt584
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt64664
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8677
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt95529
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02072
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02072
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0406
TaxesSchedule/TaxesDetail/Amt1431
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0406
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1431
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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
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/ReturnTs02022-06-29T13:25:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Simpson
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,214,684
Liabilities
$0
Net assets
$1,214,684
Revenue
$45,274
Expenses
$28,341
Net income
$16,933
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