Civic Intelligence

Bertsch Family Foundation

990PF • Fiscal year 2019 • EIN 47-4195868

Jan 01, 2019 to Dec 31, 2019 • Filed on May 20, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

-7.8%

Faster revenue growth than 37% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$238,962

Down $10,024 (-4.0%) from 2017

Net Assets

Down

$238,962

Down $10,024 (-4.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin77th percentile

Revenue

Up

$18,899

Up $15,356 (+433%) from 2017

Expenses

Down

$14,754

Down $12,422 (-46%) from 2017

Net Income

Up

$4,145

Up $27,778 (+118%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th 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 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

2019

Assets$238,962
Liabilities$0
Net Assets$238,962
Open 2019 Filing

Operations Trend

Revenue Growth37th 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 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

2019

Revenue$18,899
Expenses$14,754
Net Income$4,145
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 20, 2020
Return Version
2019v5.1
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
2020-05-20
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 Appendix292 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/StateAbbreviationCd2ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1488241005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204660
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014205
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/AppliedToCurrentYearAmt010879
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02055
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012888
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07207
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02055
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014505
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03626
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012888
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09262
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt119
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt119
OtherIncreasesSchedule/OtherIncreasesDetail/Amt025337
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS IN INVESTMENTS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0205
TaxesSchedule/TaxesDetail/Amt0205
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN BERTSCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02487663266
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-20
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/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/PreparationDt02020-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Wasserman
ReturnHeader/ReturnTs02020-06-16T16:09:37-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$238,962
Liabilities
$0
Net assets
$238,962
Revenue
$18,899
Expenses
$14,754
Net income
$4,145
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
2019Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.19$0.15$0.04
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