Civic Intelligence

Harrybertoia Foundation

990EZ • Fiscal year 2016 • EIN 45-3844528

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 20, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

44th percentile

-0.7%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-51%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$80,262

Down $579 (-0.7%) from 2015

Net Assets

Down

$80,262

Down $579 (-0.7%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$4,460

Down $4,624 (-51%) from 2015

Expenses

Up

$5,039

Up $2,696 (+115%) from 2015

Net Income

Down

-$579

Down $7,320 (-109%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$80,262
Liabilities-
Net Assets$80,262

Operations Trend

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

2016

Revenue$4,460
Expenses$5,039
Net Income-$579
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 20, 2017
Return Version
2016v3.0
Gross Receipts
$4,460
Mission and Program Overview

Mission

Provide education about harry bertoia and modern art.

Provide education about harry bertoia and modern art

Program Services

DescriptionGrantsExpenses
HARRY BERTOIA EXHIBITIONS, ATTENDED BY ABOUT 30,000 PEOPLE, OCCURRED AT 3 MUSEUMS. 1) MUSEUM OF ART AND DESIGN, NEW YORK, 2) WOODMERE MUSEUM, PHILADELPHIA AND 3) BECHTLER MUSEUM, CHARLOTTE, NORTH CAROLINA. THE FOUNDATION LOANED ARTWORK, GAVE BIOGRAPHICAL MATERIAL AND SUPPLIED PHOTOGRAPHS. EXHIBITIONS ARE AN EXCELLENT WAY FOR THE GENERAL PUBLIC TO BE EXPOSED TO BERTOIA ART. EXPENSES WERE PAID BY THE MUSEUMS.--
RELOCATION OF A SCULPTURE WEIGHING 4 TONS WAS A 5-YEAR PROCESS THAT CULMINATED IN 2016. IT WAS MOVED FROM A WAREHOUSE TO THE WOODMERE MUSEUM, PHILADELPHIA. RADIO, NEWSPAPER, AND TV COVERAGE MAY HAVE REACHED 500,000 PEOPLE. THE FOUNDATION WROTE LETTERS ON BEHALF OF THE RECIPIENT, GAVE ARCHIVAL INFORMATION AND LECTURED AT THE RIBBON-CUTTING CEREMONY.--
LECTURE IN PALM SPRINGS, CA; HARRYBERTOIA GAVE A LECTURE AT MODERNISM WEEK. THE VENUE WAS THE PALM SPRINGS MUSEUM AUDITORIUM WHICH WAS FILLED TO CAPACITY, HOLDING APPROXIMATELY 400 PEOPLE. THIS EVENT IS GEARED TOWARD THE MIDCENTURY MODERN DESIGN FANS AND HELPED TO EDUCATE THE ATTENDEES ABOUT HARRY BERTOIA ART AND DESIGN. MODERNISM WEEK PAID FOR TRAVEL EXPENSES AND A STIPEND.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CELIA BERTOIAExecutive DiPT$0--
WILBUR SPRINGERDirectorPT$0--
MARY PETRILLIDirector-$0--
WILLIAM SHEADirector-$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
Phone
4065878297
Signed
2017-03-20

Preparer

Firm
Hubley Phillips & Williams Pllp
Address
1934 STADIUM DRIVE SUITE A, BOZEMAN, MT 59715-0672
Preparer
Mike Williams CPA Cva
Phone
4065860281
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses website costs 3,750 postage & mailings 97 printing & copying 40 business registration fee 295 bank fees 58 miscellaneous 13 total 4,253

Form 990-ez, Part II, Line 24

4 metal bertoia sculptures 56,000 56,000 donated art 16,000 16,000 total 72,000 72,000

Form 990-ez, Part III, Line 28

Harry bertoia exhibitions, attended by about 30,000 people, occurred at 3 museums. 1) museum of art and design, new york, 2) woodmere museum, philadelphia and 3) bechtler museum, charlotte, north carolina. The foundation loaned artwork, gave biographical material and supplied photographs. Exhibitions are an excellent way for the general public to be exposed to bertoia art. Expenses were paid by the museums.

Form 990-ez, Part III, Line 29

Relocation of a sculpture weighing 4 tons was a 5-year process that culminated in 2016. It was moved from a warehouse to the woodmere museum, philadelphia. Radio, newspaper, and tv coverage may have reached 500,000 people. The foundation wrote letters on behalf of the recipient, gave archival information and lectured at the ribbon-cutting ceremony.

Form 990-ez, Part III, Line 30

Lecture in palm springs, ca; harrybertoia gave a lecture at modernism week. The venue was the palm springs museum auditorium which was filled to capacity, holding approximately 400 people. This event is geared toward the midcentury modern design fans and helped to educate the attendees about harry bertoia art and design. Modernism week paid for travel expenses and a stipend.

Raw XML Appendix138 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LECTURE IN PALM SPRINGS, CA; HARRYBERTOIA GAVE A LECTURE AT MODERNISM WEEK. THE VENUE WAS THE PALM SPRINGS MUSEUM AUDITORIUM WHICH WAS FILLED TO CAPACITY, HOLDING APPROXIMATELY 400 PEOPLE. THIS EVENT IS GEARED TOWARD THE MIDCENTURY MODERN DESIGN FANS AND HELPED TO EDUCATE THE ATTENDEES ABOUT HARRY BERTOIA ART AND DESIGN. MODERNISM WEEK PAID FOR TRAVEL EXPENSES AND A STIPEND.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEBSITE COSTS 3,750 POSTAGE & MAILINGS 97 PRINTING & COPYING 40 BUSINESS REGISTRATION FEE 295 BANK FEES 58 MISCELLANEOUS 13 TOTAL 4,253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14 METAL BERTOIA SCULPTURES 56,000 56,000 DONATED ART 16,000 16,000 TOTAL 72,000 72,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HARRY BERTOIA EXHIBITIONS, ATTENDED BY ABOUT 30,000 PEOPLE, OCCURRED AT 3 MUSEUMS. 1) MUSEUM OF ART AND DESIGN, NEW YORK, 2) WOODMERE MUSEUM, PHILADELPHIA AND 3) BECHTLER MUSEUM, CHARLOTTE, NORTH CAROLINA. THE FOUNDATION LOANED ARTWORK, GAVE BIOGRAPHICAL MATERIAL AND SUPPLIED PHOTOGRAPHS. EXHIBITIONS ARE AN EXCELLENT WAY FOR THE GENERAL PUBLIC TO BE EXPOSED TO BERTOIA ART. EXPENSES WERE PAID BY THE MUSEUMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RELOCATION OF A SCULPTURE WEIGHING 4 TONS WAS A 5-YEAR PROCESS THAT CULMINATED IN 2016. IT WAS MOVED FROM A WAREHOUSE TO THE WOODMERE MUSEUM, PHILADELPHIA. RADIO, NEWSPAPER, AND TV COVERAGE MAY HAVE REACHED 500,000 PEOPLE. THE FOUNDATION WROTE LETTERS ON BEHALF OF THE RECIPIENT, GAVE ARCHIVAL INFORMATION AND LECTURED AT THE RIBBON-CUTTING CEREMONY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LECTURE IN PALM SPRINGS, CA; HARRYBERTOIA GAVE A LECTURE AT MODERNISM WEEK. THE VENUE WAS THE PALM SPRINGS MUSEUM AUDITORIUM WHICH WAS FILLED TO CAPACITY, HOLDING APPROXIMATELY 400 PEOPLE. THIS EVENT IS GEARED TOWARD THE MIDCENTURY MODERN DESIGN FANS AND HELPED TO EDUCATE THE ATTENDEES ABOUT HARRY BERTOIA ART AND DESIGN. MODERNISM WEEK PAID FOR TRAVEL EXPENSES AND A STIPEND.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CELIA BERTOIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04065878297
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRYBERTOIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0453844528
ReturnHeader/Filer/PhoneNum04065878297
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ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059718
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
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ReturnHeader/PreparerPersonGrp/PhoneNum04065860281
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE WILLIAMS CPA CVA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-22T23:51:02+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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