Civic Intelligence

Harrybertoia Foundation

990EZ • Fiscal year 2015 • EIN 45-3844528

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 15, 2016

Organization ProfileWWW.HARRYBERTOIA.ORG
2791 Butch Cassidy DrBozeman, MT 59718

(406) 587-8297

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

81st percentile

39%

Faster asset growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

333%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$80,841

Up $22,741 (+39%) from 2014

Net Assets

$80,841

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$9,084

Up $6,984 (+333%) from 2014

Expenses

Up

$2,343

Up $2,343 from 2014

Net Income

Up

$6,741

Up $4,641 (+221%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $56,100Liabilities 2013: $02013Assets 2014: $58,100Liabilities 2014: $02014Assets 2015: $80,841Net Assets 2015: $80,8412015Assets 2016: $80,262Net Assets 2016: $80,2622016Assets 2018: $2,959,663Liabilities 2018: $110Net Assets 2018: $2,959,5532018Assets 2019: $2,981,079Liabilities 2019: $112Net Assets 2019: $2,980,9672019Assets 2020: $2,977,964Liabilities 2020: $110Net Assets 2020: $2,977,8542020Assets 2021: $2,999,793Liabilities 2021: $110Net Assets 2021: $2,999,6832021Assets 2022: $3,843,572Liabilities 2022: $80Net Assets 2022: $3,843,4922022Assets 2023: $3,762,060Liabilities 2023: $0Net Assets 2023: $3,762,0602023Assets 2024: $4,393,034Liabilities 2024: $262,500Net Assets 2024: $4,130,5342024

Highlighted filing

2015

Assets$80,841
Liabilities-
Net Assets$80,841
Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $56,000Expenses 2013: $0Net Income 2013: $56,0002013Revenue 2014: $2,100Expenses 2014: $0Net Income 2014: $2,1002014Revenue 2015: $9,084Expenses 2015: $2,343Net Income 2015: $6,7412015Revenue 2016: $4,460Expenses 2016: $5,039Net Income 2016: -$5792016Revenue 2018: $50,245Expenses 2018: $2,436Net Income 2018: $47,8092018Revenue 2019: $60,073Expenses 2019: $33,739Net Income 2019: $26,3342019Revenue 2020: $29,152Expenses 2020: $32,265Net Income 2020: -$3,1132020Revenue 2021: $70,263Expenses 2021: $48,434Net Income 2021: $21,8292021Revenue 2022: $958,419Expenses 2022: $114,610Net Income 2022: $843,8092022Revenue 2023: $85,345Expenses 2023: $115,843Net Income 2023: -$30,4982023Revenue 2024: $635,532Expenses 2024: $267,058Net Income 2024: $368,4742024

Highlighted filing

2015

Revenue$9,084
Expenses$2,343
Net Income$6,741
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 15, 2016
Return Version
2015v2.0
Gross Receipts
$9,084
Mission and Program Overview

Mission

Provide education about harry bertoia and modern art.

Program Services

DescriptionGrantsExpenses
FLORIDA TOUR OF LECTURES THROUGH TALLAHASSEE, SARASOTA, BRADENTON - HARRYBERTOIA GAVE 3 LECTURES TO UNIVERSITY LEVEL STUDENTS AT FLORIDA STATE UNIVERSITY - TALAHASSEE AND RINGLING COLLEGE, SARASOTA. ANOTHER EDUCATIONAL PRESENTATION AT A KNOLL CENTER ABOUT BERTOIA ART WAS WELL RECEIVED. ABOUT 300 PEOPLE ATTENDED THESE LECTURES. FLORIDA STATE UNIVERSITY COVERED TRAVEL EXPENSES. HARRY BERTOIA SALES, OUR SISTER COMPANY, PAID FOR INCIDENTAL EXPENSES.$3,000-
NUMEROUS GROUPS NEEDED CERTIFICATES OF AUTHENTICITY FOR BERTOIA ART, WHICH WAS RESEARCHED AND PROVIDED BY HARRYBERTOIA. OUR DIRECTOR CELIA BERTOIA VOLUNTEERED HER TIME TO OFFER THESE CERTIFICATES, WHICH WERE PAID FOR BY THE VARIOUS ENTITIES, I.E. MODERNE GALLERY, LOST CITY ARTS, AND NUMEROUS INDIVIDUALS. THIS BENEFITTED THE OWNERS, DEALERS, AND BUYERS OF WHICH THE TOTAL WAS APPROXIMATELY 30, AND THESE DOCUMENTS WILL BE ATTACHED TO THE SCULPTURES FROM NOW ONWARD. HARRY BERTOIA SALES COVERED OFFICE EXPENSES OF THESE ITEMS.$3,000-
DENVER MODERNISM IS A FESTIVAL OF MIDCENTURY MODERN ART, FURNITURE, FASHION AND MORE. HARRYBERTOIA GAVE AN EDUCATION AND ENTERTAINING PRESENTATION TO ABOUT 100 MEMBERS OF THE PUBLIC, ALTHOUGH MANY MORE WERE STROLLING THROUGH THE FESTIVAL AND DROPPED IN FOR SPORADIC PERIODS. THIS IS EDUCATIONAL FOR THE GENERAL PUBLIC REGARDING ART AND DESIGN IN THE 1950s AND 1960s. DENVER MODERNISM PAID FOR TRAVEL AND A SMALL DONATION TO THE FOUNDATION.$500-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CELIA BERTOIAPresidentPT$0--
WILBUR SPRINGERDirector-$0--
MARY PETRILLIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Harrybertoia Foundation
EIN
45-3844528
Phone
4065878297
Address
2791 BUTCH CASSIDY DR, BOZEMAN, MT 59718

Signing Officer

Name
Celia Bertoia
Title
Executive Director
Signed
2016-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Neil and Company CPAs PC
Address
1184 N 15th Ste 1, Bozeman, MT 59715
Preparer
Doug Neil
Phone
4065879239
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $157”

Other Expenses.1005

“Travel $1536”

Other Expenses.1

“CHARITABLE DONATION $650”

Other Assets.1

“4 METAL BERTOIA SCULPTURES - Beginning $56000 4 METAL BERTOIA SCULPTURES - Ending $56000”

Other Assets.2

“DONATED ART - Beginning $0 DONATED ART - Ending $16000”

Raw XML Appendix148 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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IRS990EZ/OtherChangesInNetAssetsAmt016000
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt07134
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FLORIDA TOUR OF LECTURES THROUGH TALLAHASSEE, SARASOTA, BRADENTON - HARRYBERTOIA GAVE 3 LECTURES TO UNIVERSITY LEVEL STUDENTS AT FLORIDA STATE UNIVERSITY - TALAHASSEE AND RINGLING COLLEGE, SARASOTA. ANOTHER EDUCATIONAL PRESENTATION AT A KNOLL CENTER ABOUT BERTOIA ART WAS WELL RECEIVED. ABOUT 300 PEOPLE ATTENDED THESE LECTURES. FLORIDA STATE UNIVERSITY COVERED TRAVEL EXPENSES. HARRY BERTOIA SALES, OUR SISTER COMPANY, PAID FOR INCIDENTAL EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NUMEROUS GROUPS NEEDED CERTIFICATES OF AUTHENTICITY FOR BERTOIA ART, WHICH WAS RESEARCHED AND PROVIDED BY HARRYBERTOIA. OUR DIRECTOR CELIA BERTOIA VOLUNTEERED HER TIME TO OFFER THESE CERTIFICATES, WHICH WERE PAID FOR BY THE VARIOUS ENTITIES, I.E. MODERNE GALLERY, LOST CITY ARTS, AND NUMEROUS INDIVIDUALS. THIS BENEFITTED THE OWNERS, DEALERS, AND BUYERS OF WHICH THE TOTAL WAS APPROXIMATELY 30, AND THESE DOCUMENTS WILL BE ATTACHED TO THE SCULPTURES FROM NOW ONWARD. HARRY BERTOIA SALES COVERED OFFICE EXPENSES OF THESE ITEMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DENVER MODERNISM IS A FESTIVAL OF MIDCENTURY MODERN ART, FURNITURE, FASHION AND MORE. HARRYBERTOIA GAVE AN EDUCATION AND ENTERTAINING PRESENTATION TO ABOUT 100 MEMBERS OF THE PUBLIC, ALTHOUGH MANY MORE WERE STROLLING THROUGH THE FESTIVAL AND DROPPED IN FOR SPORADIC PERIODS. THIS IS EDUCATIONAL FOR THE GENERAL PUBLIC REGARDING ART AND DESIGN IN THE 1950s AND 1960s. DENVER MODERNISM PAID FOR TRAVEL AND A SMALL DONATION TO THE FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2500
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHARITABLE DONATION $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34 METAL BERTOIA SCULPTURES - Beginning $56000 4 METAL BERTOIA SCULPTURES - Ending $56000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DONATED ART - Beginning $0 DONATED ART - Ending $16000
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1
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ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CELIA BERTOIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRYBERTOIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0453844528
ReturnHeader/Filer/PhoneNum04065878297
ReturnHeader/Filer/USAddress/AddressLine1Txt02791 BUTCH CASSIDY DR
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059718
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065879239
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG NEIL
ReturnHeader/ReturnTs02016-03-15T11:45:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,841
Liabilities
-
Net assets
$80,841
Revenue
$9,084
Expenses
$2,343
Net income
$6,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.39$0.26$4.13$0.64$0.27$0.37
2023Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.09$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.96$0.11$0.84
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.07$0.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.03$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.06$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.05$0.00$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.00$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.01$0.00$0.01
2014Summary only. Only limited summary data is available for this year.$0.06$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$0.00$0.06