Civic Intelligence

Bertha M Jones Charitable Trust

990PF • Fiscal year 2013 • EIN 39-6131048

Jun 01, 2012 to May 31, 2013 • Filed on Sep 19, 2013

Organization Profile
C/O US Bank Na PO Box 7900Milwaukee, WI 53707-7900
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

80th percentile

$5,589

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$340,638

Up $34,439 (+11%) from 2012

Net Assets

Up

$340,638

Up $34,439 (+11%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

$48,793

No earlier filing loaded for comparison.

Expenses

Down

$14,360

Down $7,021 (-33%) from 2012

Net Income

$34,433

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$400K$300K$200K$100K$0Assets 2011: $320,072Liabilities 2011: $0Net Assets 2011: $320,0722011Assets 2012: $306,199Liabilities 2012: $0Net Assets 2012: $306,1992012Assets 2013: $340,638Liabilities 2013: $1Net Assets 2013: $340,6382013Assets 2014: $337,554Liabilities 2014: $1Net Assets 2014: $337,5542014Assets 2015: $350,012Liabilities 2015: $1Net Assets 2015: $350,0122015Assets 2016: $348,411Liabilities 2016: $1Net Assets 2016: $348,4112016Assets 2017: $325,746Liabilities 2017: $0Net Assets 2017: $325,7462017Assets 2018: $332,947Liabilities 2018: $0Net Assets 2018: $332,9472018Assets 2019: $309,769Liabilities 2019: $0Net Assets 2019: $309,7692019Assets 2020: $298,343Liabilities 2020: $1Net Assets 2020: $298,3432020Assets 2021: $350,886Liabilities 2021: $1Net Assets 2021: $350,8862021Assets 2022: $344,020Liabilities 2022: $12022Assets 2023: $324,836Liabilities 2023: $12023Assets 2024: $313,619Liabilities 2024: $12024Assets 2025: $329,198Liabilities 2025: $0Net Assets 2025: $329,1982025

Highlighted filing

2013

Assets$340,638
Liabilities$1
Net Assets$340,638
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $23,4742011Expenses 2012: $21,3812012Revenue 2013: $48,793Expenses 2013: $14,360Net Income 2013: $34,4332013Revenue 2014: $30,253Expenses 2014: $33,337Net Income 2014: -$3,0842014Revenue 2015: $25,151Expenses 2015: $12,693Net Income 2015: $12,4582015Revenue 2016: $15,866Expenses 2016: $17,447Net Income 2016: -$1,5812016Revenue 2017: $11,777Expenses 2017: $34,441Net Income 2017: -$22,6642017Revenue 2018: $22,290Expenses 2018: $15,084Net Income 2018: $7,2062018Revenue 2019: $16,941Expenses 2019: $40,119Net Income 2019: -$23,1782019Revenue 2020: $10,793Expenses 2020: $22,218Net Income 2020: -$11,4252020Revenue 2021: $70,623Expenses 2021: $18,075Net Income 2021: $52,5482021Revenue 2022: $20,387Expenses 2022: $27,253Net Income 2022: -$6,8662022Revenue 2023: $6,854Expenses 2023: $26,034Net Income 2023: -$19,1802023Revenue 2024: $12,140Expenses 2024: $23,352Net Income 2024: -$11,2122024Revenue 2025: $40,376Expenses 2025: $24,795Net Income 2025: $15,5812025

Highlighted filing

2013

Revenue$48,793
Expenses$14,360
Net Income$34,433
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2012 to May 31, 2013
Signed
Sep 19, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$5,589-$5,589
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOSHKOSH AREA COMMUNITY FOUNDATIONSCHOLARSHIPPUBLIC CHARITYOSHKOSH, WI, US$7,860
Filing and Contact Details

Filer

EIN
39-6131048
Raw XML AppendixShowing 400 of 521 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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Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$340,638
Liabilities
$1
Net assets
$340,638
Revenue
$48,793
Expenses
$14,360
Net income
$34,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.40$0.25$0.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$0.12$0.23$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$0.07$0.26$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.00$0.20$0.27$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$0.71$0.18$0.53
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.98$0.00$2.98$0.11$0.22$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.17$0.40$0.23
2018Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.22$0.15$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.12$0.34$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.16$0.17$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.25$0.13$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.30$0.33$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.49$0.14$0.34
2012Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.21
2011Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.23