Civic Intelligence

Bertsch Family Foundation

990PF • Fiscal year 2018 • EIN 47-4195868

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 06, 2019

Organization Profile
8621 Bunton RdWillis, MI 48191

(248) 766-3266

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

63rd percentile

9.3%

Higher net margin than 63% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

478%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$209,480

Down $39,506 (-16%) from 2017

Net Assets

Down

$209,480

Down $39,506 (-16%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin63rd percentile

Revenue

Up

$20,489

Up $16,946 (+478%) from 2017

Expenses

Down

$18,590

Down $8,586 (-32%) from 2017

Net Income

Up

$1,899

Up $25,532 (+108%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$400K$300K$200K$100K$0Assets 2015: $252,731Liabilities 2015: $02015Assets 2016: $241,265Liabilities 2016: $0Net Assets 2016: $241,2652016Assets 2017: $248,986Liabilities 2017: $0Net Assets 2017: $248,9862017Assets 2018: $209,480Liabilities 2018: $0Net Assets 2018: $209,4802018Assets 2019: $238,962Liabilities 2019: $0Net Assets 2019: $238,9622019Assets 2020: $311,659Liabilities 2020: $0Net Assets 2020: $311,6592020Assets 2021: $321,421Liabilities 2021: $0Net Assets 2021: $321,4212021Assets 2022: $210,289Liabilities 2022: $0Net Assets 2022: $210,2892022Assets 2023: $244,971Liabilities 2023: $12023Assets 2024: $301,486Liabilities 2024: $0Net Assets 2024: $301,4862024

Highlighted filing

2018

Assets$209,480
Liabilities$0
Net Assets$209,480
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $255,711Expenses 2015: $2,980Net Income 2015: $252,7312015Revenue 2016: $5,314Expenses 2016: $16,780Net Income 2016: -$11,4662016Revenue 2017: $3,543Expenses 2017: $27,176Net Income 2017: -$23,6332017Revenue 2018: $20,489Expenses 2018: $18,590Net Income 2018: $1,8992018Revenue 2019: $18,899Expenses 2019: $14,754Net Income 2019: $4,1452019Revenue 2020: $45,649Expenses 2020: $17,544Net Income 2020: $28,1052020Revenue 2021: $54,829Expenses 2021: $17,966Net Income 2021: $36,8632021Revenue 2022: $4,415Expenses 2022: $16,493Net Income 2022: -$12,0782022Revenue 2023: $271Expenses 2023: $19,803Net Income 2023: -$19,5322023Revenue 2024: $2,067Expenses 2024: $30,888Net Income 2024: -$28,8212024

Highlighted filing

2018

Revenue$20,489
Expenses$18,590
Net Income$1,899
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA BERTSCHPresident-$0--
JAN A BERTSCHDirector-$0--
ROBERT F BERTSCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bertsch Family Foundation
EIN
47-4195868
Address
8621 BUNTON RD, WILLIS, MI 48191

Signing Officer

Name
Jan Bertsch
Title
Director
Phone
2487663266
Signed
2019-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Wasserman & Shuff LLC
Address
8375 S Howell Ave Ste 202, Oak Creek, WI 53154-8344
Preparer
Daniel Wasserman
Phone
4147647020
Raw XML Appendix305 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05425 SCIO CHURCH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1424 JACKSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2461 MT SUPPORT RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TOLEDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LEBANON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd143604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd203766
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018292
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/AppliedToCurrentYearAmt011085
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011085
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02055
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09262
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07207
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02055
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018292
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07207
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09262
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02055
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt041405
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES IN INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0236
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0236
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt060
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN BERTSCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02487663266
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTSCH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0474195868
ReturnHeader/Filer/USAddress/AddressLine1Txt08621 BUNTON RD
ReturnHeader/Filer/USAddress/CityNm0WILLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048191
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId038A535666E5912C7ED9C73710BABAC6E2DD1632A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId038A535666E5912C7ED9C73710BABAC6E2DD1632A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039303520190992mra4xq
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-04-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.143.246.214
ReturnHeader/FilingSecurityInformation/IPDt02019-04-09
ReturnHeader/FilingSecurityInformation/IPTm009:52:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264513576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wasserman & Shuff LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08375 S Howell Ave Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oak Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531548344
ReturnHeader/PreparerPersonGrp/PhoneNum04147647020
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Wasserman
ReturnHeader/ReturnTs02019-04-06T10:34:05-04:00
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
$209,480
Liabilities
$0
Net assets
$209,480
Revenue
$20,489
Expenses
$18,590
Net income
$1,899
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.02$0.31$0.29
2023Summary only. Only limited summary data is available for this year.$2.45$0.00$0.00$0.20$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.04$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.55$0.18$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.46$0.18$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.19$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.20$0.19$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$0.04$0.27$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.05$0.17$0.11
2015Summary only. Only limited summary data is available for this year.$2.53$0.00$2.56$0.03$2.53