Civic Intelligence

Bertha Stebens Charitable Foundation

990PF • Fiscal year 2021 • EIN 42-1280907

Aug 01, 2020 to Jul 31, 2021 • Filed on Jan 03, 2022

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

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

42nd percentile

8.9%

Higher net margin than 42% 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

29th percentile

0.5%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

50th percentile

14%

Faster revenue growth than 50% of similar nonprofits.

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

Assets

Up

$3,593,620

Up $16,316 (+0.5%) from 2020

Net Assets

Up

$3,593,620

Up $16,316 (+0.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$182,528

Up $22,463 (+14%) from 2020

Expenses

Up

$166,212

Up $13,038 (+8.5%) from 2020

Net Income

Up

$16,316

Up $9,425 (+137%) from 2020

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

2021

Assets$3,593,620
Liabilities$0
Net Assets$3,593,620

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

2021

Revenue$182,528
Expenses$166,212
Net Income$16,316
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jan 3, 2022
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Todd BlodgettDir, Sec-$0--
Scott BrownDir, Sec*, Pres-$0--
Gregory C NicholasDir, Pres*, Treas, VP-$0--
Filing and Contact Details

Filer

Filer Name
Bertha Stebens Charitable Foundation
EIN
42-1280907
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Scott Brown
Title
president
Phone
8008391754
Signed
2022-01-03
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Todd Blodgett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Scott Brown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Gregory C Nicholas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Sec
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir, Pres*, Treas, VP
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GRANT APPLICATIONS TO GREG NICHOLAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01105 NORTH ShORE DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CLEAR LAKE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28600
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3212000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Mason City High School Friendship & Social Inclusion program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Sixth Annual Picnics and Performances fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2College Scholarship fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3general & unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Transportation fund for Summer Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Camp Heart Connection Summer Camperships program for Children in cerro gordo county
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Mason City Civil War Battle and Encampment fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Youth Sculpture Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Mars Hill Expansion fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Bus Shelter Advertising fund to Increase Awareness of the availability of healthcare services for vulnerable populations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10to Purchase Food
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11National Night Out project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Client Assistance fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13CASA Volunteer Training, Recruitment & Retention fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Camp Tanglefoot Lodge Window Replacement fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Homeowner Readiness Support fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Toilet Training Bathroom fund for the Children's Autism center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17Farm to School Efforts fund at Cerro Gordo School Districts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18Spring and Fall Puppet Shows fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19Technology Update fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20Agriculture Education fund for Cerro Gordo County Schools: prechool - 8th grade
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21Capital Campaign
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22Bertha Stebens Fine Arts Scholarship fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23Advancing Arts Education fund for North Iowa Young people
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24Band Festival Expenses fund & to purchase Projection Screens for Pavilion
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25Central Park Parking Lot fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26JobLink Activities Group fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27Railroad Underpass Beautification Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28Exploring Frank LLoyd Wright's American Systems-Build homes project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29Fire Alarm Control Panel fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30Fire Truck Skid Unit fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31Historic Park Inn Hotel HVAC Component Retrofit fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32Mason City Family YMCA fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BEST BUDDIES INTERNATIONAL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CENTRAL GARDENS OF NORTH IOWA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CENTRAL SPRINGS COMMUNITY SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CERRO GORDO COUNTY IOWA STATE UNIVERSITY EXTENSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CHARLIE BROWN COMMUNITY DAY CARE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHILDRENS CANCER CONNECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CITY OF MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CLEAR LAKE ARTS COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CLEAR LAKE CLASSICAL INCORPORATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9COMMUNITY HEALTH CENTER OF FORT DODGE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10COMMUNITY KITCHEN OF NORTH IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11COMMUNITY POLICING ADVISORY BOARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12ELDERBRIDGE AGENCY ON AGING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13FRIENDS OF IOWA CASA AND ICFCRB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14GIRL SCOUTS OF GREATER IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15HABITAT FOR HUMANITY INTERNATIONAL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16HANDICAP VILLAGE - ONE VISION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17HEALTHY HARVEST OF NORTH IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18MACNIDER ART MUSEUM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19NIAD CENTER FOR HUMAN DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20NORTH CENTRAL IOWA AG IN THE CLASSROOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21NORTH IOWA AREA COMMUNITY COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22NORTH IOWA AREA COMMUNITY COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23NORTH IOWA AREA COMMUNITY COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24NORTH IOWA BAND FESTIVAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25NORTH IOWA COMMUNITY ACTION ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26NORTH IOWA VOCATIONAL CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27RIVER CITY SCULPTURES ON PARADE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28RIVER CITY SOCIETY FOR HISTORIC PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29SENIOR CITIZENS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30SWALEDALE FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31WRIGHT ON THE PARK INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32YOUNG MENS CHRISTIAN ASSOCIATION

Document Assets

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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