Civic Intelligence

Bertha Stebens Charitable Foundation

990PF • Fiscal year 2013 • EIN 42-1280907

Aug 01, 2012 to Jul 31, 2013 • Filed on Aug 13, 2013

119 Second Sreet NW50401
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

58th percentile

$33,198

Higher top officer pay than 58% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

37th percentile

-0.8%

Faster asset growth than 37% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,085,163

Down $8,616 (-0.8%) from 2012

Net Assets

$1,085,163

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$194,367

Down $27,077 (-12%) from 2012

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,129,219Liabilities 2011: $0Net Assets 2011: $1,129,2192011Assets 2012: $1,093,779Liabilities 2012: $12012Assets 2013: $1,085,163Liabilities 2013: $0Net Assets 2013: $1,085,1632013Assets 2014: $1,059,287Liabilities 2014: $0Net Assets 2014: $1,059,2872014Assets 2015: $1,043,026Liabilities 2015: $0Net Assets 2015: $1,043,0262015Assets 2016: $909,040Liabilities 2016: $0Net Assets 2016: $909,0402016Assets 2017: $779,724Liabilities 2017: $0Net Assets 2017: $779,7242017Assets 2018: $3,697,675Liabilities 2018: $0Net Assets 2018: $3,697,6752018Assets 2019: $3,570,413Liabilities 2019: $0Net Assets 2019: $3,570,4132019Assets 2020: $3,577,304Liabilities 2020: $0Net Assets 2020: $3,577,3042020Assets 2021: $3,593,620Liabilities 2021: $0Net Assets 2021: $3,593,6202021Assets 2022: $3,600,382Liabilities 2022: $0Net Assets 2022: $3,600,3822022Assets 2023: $3,393,042Liabilities 2023: $0Net Assets 2023: $3,393,0422023Assets 2024: $3,307,940Liabilities 2024: $0Net Assets 2024: $3,307,9402024Assets 2025: $3,266,221Liabilities 2025: $0Net Assets 2025: $3,266,2212025

Highlighted filing

2013

Assets$1,085,163
Liabilities$0
Net Assets$1,085,163

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $167,1632011Revenue 2012: $186,004Expenses 2012: $221,444Net Income 2012: -$35,4402012Expenses 2013: $194,3672013Revenue 2014: $186,518Expenses 2014: $212,394Net Income 2014: -$25,8762014Revenue 2015: $172,078Expenses 2015: $191,339Net Income 2015: -$19,2612015Revenue 2016: $136,645Expenses 2016: $270,631Net Income 2016: -$133,9862016Revenue 2017: $129,475Expenses 2017: $258,791Net Income 2017: -$129,3162017Revenue 2018: $3,154,010Expenses 2018: $237,504Net Income 2018: $2,916,5062018Revenue 2019: $133,583Expenses 2019: $260,845Net Income 2019: -$127,2622019Revenue 2020: $160,065Expenses 2020: $153,174Net Income 2020: $6,8912020Revenue 2021: $182,528Expenses 2021: $166,212Net Income 2021: $16,3162021Revenue 2022: $178,265Expenses 2022: $171,503Net Income 2022: $6,7622022Revenue 2023: -$38,519Expenses 2023: $168,821Net Income 2023: -$207,3402023Revenue 2024: $107,576Expenses 2024: $192,678Net Income 2024: -$85,1022024Revenue 2025: $148,393Expenses 2025: $190,112Net Income 2025: -$41,7192025

Highlighted filing

2013

Revenue-
Expenses$194,367
Net Income-
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Aug 13, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAROLD R WINSTON SEE GENL EXPLNTNSecretary/Director-$33,198-$33,198
GARY BLODGETTPresident/Director-$2,500-$2,500
GREGORY C NICHOLASTreasurer/Director-$2,500-$2,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEDUCATION FOUNDATION MC SCHOOLMOHAWK PERFORMANCE HALLPUBLIC CHARITYMASON CITY, IA, US$15,000
Paid GrantMASON CITY FOUNDATIONCOMMUNITY DEVELOPMENT ACTIVITIESPUBLIC CHARITYMASON CITY, IA, US$15,000
Paid GrantNORTH IOWA BAND FESTIVAL FOUNDATIONTRAVEL STIPENDS, EXPENSEPUBLIC CHARITYMASON CITY, IA, US$8,000
Paid GrantCARING PREGNANCY CENTER5 STAFF TO NATL CONFERENCEPUBLIC CHARITYMASON CITY, IA, US$5,100
Paid GrantCERRO GORDO COUNTY FREE HEALTH CLINICASSISTANCE ON LABORATORY FEESPUBLIC CHARITYMASON CITY, IA, US$5,000
Paid GrantCOMPREHENSIVE SYSTEMSPOWER LIFTPUBLIC CHARITYMASON CITY, IA, US$5,000
Paid GrantNIACCFINE ARTS SCHOLARSHIPPUBLIC CHARITYCLEAR LAKE, IA, US$5,000
Paid GrantKCMR RADIONEW STUDIOPUBLIC CHARITYMASON CITY, IA, US$4,000
Paid GrantMACNIDER MUSEUMPUPPET PERFORMANCESPUBLIC CHARITYMASON CITY, IA, US$4,000
Paid GrantSTEBENS CHILDREN'S THEATRECAPITAL IMPROVEMENT CAMPAIGNPUBLIC CHARITYMASON CITY, IA, US$4,000
Paid GrantNEWMAN CATHOLIC ELEMENTARYIPADSPUBLIC CHARITYMASON CITY, IA, US$3,500
Paid GrantCLEAR LAKE SENIOR CITIZENS CENTERWALK-IN FREEZERPUBLIC CHARITYCLEAR LAKE, IA, US$3,000
Paid GrantNORTHERN LIGHTS ALLIANCE FOR THE HOMELESSSUPPLIES FOR THE HOMELESSPUBLIC CHARITYMASON CITY, IA, US$3,000
Paid GrantCHORAL MUSIC GUILDREPLACE VARSITY SHOW CHOIR VESTSPUBLIC CHARITYMASON CITY, IA, US$2,500
Paid GrantMASON CITY COMMUNITY THEATRE INCPARKING LOT REPAIRPUBLIC CHARITYMASON CITY, IA, US$2,500
Paid GrantMASON CITY SENIOR ACTIVITY CENTERSTOVE/OVENPUBLIC CHARITYMASON CITY, IA, US$2,500
Paid GrantMERCY MEDICAL CENTERBILICHEK ASSESSMENT TOOLPUBLIC CHARITYMASON CITY, IA, US$2,500
Paid GrantNORA SPRINGS-ROCK FALLS COMMUNITY SCHOOL5 $500 SCHOLARSHIPSPUBLIC SCHOOLNORA SPRINGS, IA, US$2,500
Paid GrantOPPORTUNITY VILLAGECONCRETE FOR GREENHOUSEPUBLIC CHARITYCLEAR LAKE, IA, US$2,500
Paid GrantRIVER CITY SCULPTURES ON PARADECOSTS OF SCULPTURE WALK PROGRAMPUBLIC CHARITYMASON CITY, IA, US$2,500
Paid GrantAG IN THE CLASSROOMAG EDUCATION WEEKSPUBLIC CHARITYGARNER, IA, US$2,000
Paid GrantCOMMUNITY KITCHEN OF NORTH IOWAMILK SUPPLYPUBLIC CHARITYMASON CITY, IA, US$2,000
Paid GrantMASON CITY POLICE DEPARTMENTOFFICE FURNITUREPUBLIC CHARITYMASON CITY, IA, US$2,000
Paid GrantMASON CITY PUBLIC LIBRARYENHANCE DIGITAL COLLECTIONSPUBLIC CHARITYMASON CITY, IA, US$2,000
Paid GrantMEALS ON WHEELS OF MASON CITY INCASSISTANCE WITH PAYING FOR MEALSPUBLIC CHARITYMASON CITY, IA, US$2,000
Paid GrantMOHAWK BOOSTER CLUBNEW WARM-UP SUITS FOR MOHAWK DANCERSPUBLIC CHARITYMASON CITY, IA, US$2,000
Paid GrantHABITAT FOR HUMANITY OF NORTH CENTRAL IOWACONSTRUCTION AND RESTOREPUBLIC CHARITYMASON CITY, IA, US$1,840
Paid GrantCITY OF MASON CITY - FRIENDS OF THE 457STEAM ENGINE RESTORATIONPUBLIC CHARITYMASON CITY, IA, US$1,500
Paid GrantCITY OF MASON CITY - VOLUNTEER BEAUTIFICATION PROGRAMASSISTANCE WITH PROGRAMPUBLIC CHARITYMASON CITY, IA, US$1,500
Paid GrantCOMMUNITY POLICING ADVISORY BOARDNATIONAL NIGHT OUT CAMPAIGNPUBLIC CHARITYMASON CITY, IA, US$1,500
Paid GrantFRANCIS LAUER YOUTH SERVICESMUSIC THERAPY ACTIVITIESPUBLIC CHARITYMASON CITY, IA, US$1,500
Paid GrantFRIENDS OF PARKERS WOODSPLAYGROUND EQUIPMENTPUBLIC CHARITYMASON CITY, IA, US$1,500
Paid GrantIOOF HOMEQUARTERS FOR EMERGENCY LODGINGPUBLIC CHARITYMASON CITY, IA, US$1,500
Paid GrantLINCOLN INTERMEDIATE SCHOOLPBIS CELEBRATIONS & TRAININGPUBLIC CHARITYMASON CITY, IA, US$1,500
Paid GrantNORTH IOWA VOCATIONAL CENTERUPGRADING FOOD SERVICE EQUIPMENTPUBLIC CHARITYMASON CITY, IA, US$1,500
Paid GrantUNITED WAYRELOCATION EXPENSESPUBLIC CHARITYMASON CITY, IA, US$1,500
Paid GrantBEST BUDDIES IOWAYOUTH SERVICES AT MASON CITY HIGH SCHOOLPUBLIC CHARITYDES MOINES, IA, US$1,000
Paid GrantCASA (COURT APPOINTED SPECIAL ADVOCATE)VOLUNTEER CONFERENCE REGISTRATION FEESPUBLIC CHARITYMASON CITY, IA, US$1,000
Paid GrantCENTRAL GARDENSPAVILLION STEPS AND LANDINGPUBLIC CHARITYCLEAR LAKE, IA, US$1,000
Paid GrantCONSUMER CREDIT COUNSELINGTEXTBOOKS FOR EDUCATION PROGRAM-MCHSPUBLIC CHARITYMASON CITY, IA, US$1,000
Paid GrantCRISIS INTERVENTION SERVICECOMPUTER AND BROCHURESPUBLIC CHARITYMASON CITY, IA, US$1,000
Paid GrantHOSPICE OF NORTH IOWABEAUMONT SLEEP CHAIRPUBLIC CHARITYMASON CITY, IA, US$1,000
Paid GrantKINNEY PIONEER MUSEUMROOF REPLACEMENTPUBLIC CHARITYMASON CITY, IA, US$1,000
Paid GrantLAKESIDE FESTIVALS LTDDIXIEFESTPUBLIC CHARITYCLEAR LAKE, IA, US$1,000
Paid GrantMASON CITY CIVIL WAR REENACTMENTDEMONSTRATOR AND EDUCATIONAL MATERIALSPUBLIC CHARITYMASON CITY, IA, US$1,000
Paid GrantRIVER CITY SOCIETY FOR HISTORIC PRESERVATIONSTEEL TRELLIS FOR LANDSCAPINGPUBLIC CHARITYMASON CITY, IA, US$1,000
Paid GrantUNITED WAY - TEENSCREENTEENSCREEN PROGRAM ASSISTANCEPUBLIC CHARITYMASON CITY, IA, US$1,000
Paid GrantWRIGHT ON THE PARKPUBLISH POSTCARD BOOKSPUBLIC CHARITYMASON CITY, IA, US$1,000
Paid GrantELMWOOD - ST JOSEPH CEMETERYCEMETERY WALKPUBLIC CHARITYMASON CITY, IA, US$500
Filing and Contact Details

Filer

EIN
42-1280907
Raw XML AppendixShowing 400 of 1,035 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/AccountingFees/Amount03465
AccountingFeesSchedule/AccountingFees/Category0MCGLADREY LLP
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0866
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02599
DepreciationSchedule/Depreciation/ComputationMethod0L
DepreciationSchedule/Depreciation/ComputationMethod1150DB
DepreciationSchedule/Depreciation/ComputationMethod2150DB
DepreciationSchedule/Depreciation/ComputationMethod3150DB
DepreciationSchedule/Depreciation/ComputationMethod4150DB
DepreciationSchedule/Depreciation/ComputationMethod5150DB
DepreciationSchedule/Depreciation/ComputationMethod6150DB
DepreciationSchedule/Depreciation/CostOrOtherBasis0347080
DepreciationSchedule/Depreciation/CostOrOtherBasis11000
DepreciationSchedule/Depreciation/CostOrOtherBasis214000
DepreciationSchedule/Depreciation/CostOrOtherBasis322294
DepreciationSchedule/Depreciation/CostOrOtherBasis431877
DepreciationSchedule/Depreciation/CostOrOtherBasis51165
DepreciationSchedule/Depreciation/CostOrOtherBasis645494
DepreciationSchedule/Depreciation/CurrentYearExpense00
DepreciationSchedule/Depreciation/CurrentYearExpense10
DepreciationSchedule/Depreciation/CurrentYearExpense20
DepreciationSchedule/Depreciation/CurrentYearExpense3658
DepreciationSchedule/Depreciation/CurrentYearExpense41883
DepreciationSchedule/Depreciation/CurrentYearExpense569
DepreciationSchedule/Depreciation/CurrentYearExpense62275
DepreciationSchedule/Depreciation/DateAcquired01987-04-01
DepreciationSchedule/Depreciation/DateAcquired11987-04-01
DepreciationSchedule/Depreciation/DateAcquired21987-04-01
DepreciationSchedule/Depreciation/DateAcquired31997-12-10
DepreciationSchedule/Depreciation/DateAcquired41998-11-12
DepreciationSchedule/Depreciation/DateAcquired52004-12-18
DepreciationSchedule/Depreciation/DateAcquired62012-12-20
DepreciationSchedule/Depreciation/DescriptionOfProperty0LAND
DepreciationSchedule/Depreciation/DescriptionOfProperty1TILE
DepreciationSchedule/Depreciation/DescriptionOfProperty2TILE
DepreciationSchedule/Depreciation/DescriptionOfProperty3TILE
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DepreciationSchedule/Depreciation/DescriptionOfProperty5TILE
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DepreciationSchedule/Depreciation/Life015.000000000000
DepreciationSchedule/Depreciation/Life115.000000000000
DepreciationSchedule/Depreciation/Life215.000000000000
DepreciationSchedule/Depreciation/Life315.000000000000
DepreciationSchedule/Depreciation/Life415.000000000000
DepreciationSchedule/Depreciation/Life515.000000000000
DepreciationSchedule/Depreciation/NetInvestmentIncome00
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DepreciationSchedule/Depreciation/NetInvestmentIncome20
DepreciationSchedule/Depreciation/NetInvestmentIncome3495
DepreciationSchedule/Depreciation/NetInvestmentIncome42125
DepreciationSchedule/Depreciation/NetInvestmentIncome578
DepreciationSchedule/Depreciation/NetInvestmentIncome61769
DepreciationSchedule/Depreciation/PriorYearsDepreciation01000
DepreciationSchedule/Depreciation/PriorYearsDepreciation114000
DepreciationSchedule/Depreciation/PriorYearsDepreciation221636
DepreciationSchedule/Depreciation/PriorYearsDepreciation329053
DepreciationSchedule/Depreciation/PriorYearsDepreciation4651
GeneralExplanationAttachment/GeneralExplanation/Explanation0CONSISTENT WITH IRS INSTRUCTIONS, LEGAL FEES PAID TO WINSTON AND BYRNE PC HAS BEEN REPORTED AS OFFICER COMPENSATION TO HAROLD WINSTON. HE DID NOT RECEIVE DIRECT COMPENSATION FROM THE FOUNDATION.
GeneralExplanationAttachment/GeneralExplanation/Identifier0OFFICERS COMPENSATION
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0FORM 990-PF, PART I, LINE 13 AND PART VIII, LINE 1
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0194616
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0190109
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0254636
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0324010
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCK
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal020329
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV020439
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue010319
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InvestmentsLandSchedule2/InvestmentLand/AccumulatedDepreciation5720
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InvestmentsLandSchedule2/InvestmentLand/BookValue20
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12007-08-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22006-02-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32005-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired41996-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52007-04-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-02-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72007-12-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82003-03-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-07-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-08-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42013-02-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-12-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-12-15
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0HAROLD R WINSTON SEE GENL EXPLNTN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1GARY BLODGETT

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.15$0.19$0.04
2024Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.11$0.19$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.04$0.17$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.18$0.17$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.18$0.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.16$0.15$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.13$0.26$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$3.15$0.24$2.92
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.13$0.26$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.14$0.27$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.17$0.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.19$0.21$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.19
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.19$0.22$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.17