Civic Intelligence

Harrybertoia Foundation

990PF • Fiscal year 2018 • EIN 45-3844528

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 05, 2019

Organization ProfileWWW.HARRYBERTOIA.ORG
1449 N 1400 W B-11St George, UT 84770

(406) 404-5575

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

99th percentile

95%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

99th percentile

507%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

97th percentile

236%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,959,663

Up $2,879,401 (+3588%) from 2016

Net Assets

Up

$2,959,553

Up $2,879,291 (+3587%) from 2016

Liabilities

$110

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin99th percentile

Revenue

Up

$50,245

Up $45,785 (+1027%) from 2016

Expenses

Down

$2,436

Down $2,603 (-52%) from 2016

Net Income

Up

$47,809

Up $48,388 (+8357%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2018

Assets$2,959,663
Liabilities$110
Net Assets$2,959,553
Open 2018 Filing

Operations Trend

Revenue Growth97th 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

2018

Revenue$50,245
Expenses$2,436
Net Income$47,809
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 5, 2019
Return Version
2018v3.1
Mission and Program Overview

Mission

Provide education about harry bertoia and modern art.

Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CELIA BERTOIAExecutive DiPT$0--
WILBUR SPRINGERDirectorPT$0--
MARY PETRILLIDirector-$0--
WILLIAM SHEADirector-$0--
CARL MAGNUSSONDirector-$0--
GLENN ADAMSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Harrybertoia Foundation
EIN
45-3844528
Address
1449 N 1400 W B-11, ST GEORGE, UT 84770

Signing Officer

Name
Celia Bertoia
Title
Executive Director
Phone
4064045575
Signed
2019-08-05

Preparer

Firm
Larson & Company Pc
Address
321 N MALL DR BLDG 106, ST GEORGE, UT 84790
Preparer
Derek Giles CPA
Phone
4356746789
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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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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTP://HARRYBERTOIA.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FEBRUARY 23, 2018: CEI SHOWROOM, HONOLULU, HI, LECTURE ON BERTOIA CHAIR HISTORY FOR AN AUDIENCE OF APPROXIMATELY 135. HAWAII, HAVING BECOME A STATE IN 1959, HELD AN IMPORTANT POSITION IN THE MIDCENTURY MODERN MOVEMENT, OF WHICH BERTOIA WAS A SIGNIFICANT PART. EXPLAINING THE DETAILS OF MODERNISM HELP EDUCATE THE PUBLIC ABOUT BERTOIA. AN HONORARIUM OF 500 HELPED DEFRAY TRAVEL EXPENSES. THE REMAINING EXPENSES WERE COVERED BY CELIA BERTOIA AND A MINIMAL AMOUNT FROM THE FOUNDATION FOR ADMIN COSTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0MAY 15, 2018 DRIEHAUS MUSEUM, CHICAGO, IL, IN CONJUNCTION WITH THE ART OF SEATING; 200 YEARS OF AMERICAN DESIGN EXHIBITION INCLUDING BERTOIA. THE PRESENTATION WAS FOR AN AUDIENCE OF ABOUT 150. THE BERTOIA CHAIR DESIGNS ARE POPULAR WITH THE MIDCENTURY MODERN DESIGN AFICIONADOS. EDUCATION ABOUT HOW THE DESIGNS CAME ABOUT AND THE OTHER FAMOUS DESIGNERS WITH WHICH BERTOIA WORKED WITH HELPS INFORM THE PUBLIC ABOUT THE MIDCENTURY ERA AND BERTOIA'S WORK. TRAVEL EXPENSES AND AN HONORARIUM OF 600 WERE PAID BY THE MUSEUM, SO THE FOUNDATION PAID NOTHING.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0MAY 17, 2018, CARR CHAPEL, IIT, CHICAGO, IL, HOSTED BY THE ARCHITECTURE DEPARTMENT. BERTOIA'S LARGE SCALE SCULPTURAL COMMISSIONS FOR ARCHITECTURAL PROJECTS ARE OF SPECIAL INTEREST TO THE ILLINOIS INSTITUTE OF TECHNOLOGY. THE CARR CHAPEL (VENUE FOR THE LECTURE) WAS DESIGNED BY ONE OF BERTOIA'S CONTEMPORARIES, MIES VAN DER ROHE, IN 1952, THE SAME YEAR THAT BERTOIA'S CHAIR DESIGNS WERE INTRODUCED. THE AUDIENCE OF 125+ CONSISTED OF MANY IIT STUDENTS, AND NUMEROUS ADULTS FROM THE PUBLIC AT LARGE. EDUCATION OF THIS AUDIENCE HELPS TO SPREAD THE LEGACY OF BERTOIA. MOTEL EXPENSES OF 775 WERE NOT COVERED BUT WERE PAID BY THE SISTER ORGANIZATION HARRY BERTOIA SALES. AN HONORARIUM OF 600 WAS PAID BY IIT. NO OTHER EXPENSES WERE INCURRED BY THE FOUNDATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0100
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01313
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01313
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01313
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02897000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ARTWORK
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02918563
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02918563
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0199
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt158
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt213
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt315
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4138
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CREDIT CARD FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3138
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt330
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4276
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt024222
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt13600
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AUTHENTICATION SERVICES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LECTURE AND CONSULTATIONS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt024222
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13600
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0KYLENE BERTOIA HART
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01449 N 1400 W B-11
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0ST GEORGE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0UT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd084770
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0310
TaxesSchedule/TaxesDetail/Amt0621
TaxesSchedule/TaxesDetail/CategoryTxt0STATE REGISTRATIONS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0311
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CELIA BERTOIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04064045575
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRYBERTOIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0453844528
ReturnHeader/Filer/USAddress/AddressLine1Txt01449 N 1400 W B-11
ReturnHeader/Filer/USAddress/CityNm0ST GEORGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084770
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D9F8ABBC4E7C92D3155C34040372F6D42BB4AEF3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId061544A1826ADA64A96B4BB112746E27D1621A5E0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.194.122.228
ReturnHeader/FilingSecurityInformation/IPDt02019-08-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:39:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870516083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0321 N MALL DR BLDG 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST GEORGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084790
ReturnHeader/PreparerPersonGrp/PhoneNum04356746789
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEREK GILES CPA
ReturnHeader/ReturnTs02019-08-30T10:39:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,959,663
Liabilities
$110
Net assets
$2,959,553
Revenue
$50,245
Expenses
$2,436
Net income
$47,809
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