Civic Intelligence

Bertsch Family Foundation

990PF • Fiscal year 2024 • EIN 47-4195868

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 19, 2025

Organization Profile
12602 E Cochise DrScottsdale, AZ 85259-5232

(248) 766-3266

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-1394%

Higher net margin than 2% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

663%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$301,486

Up $56,515 (+23%) from 2023

Net Assets

$301,486

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Up

$2,067

Up $1,796 (+663%) from 2023

Expenses

Up

$30,888

Up $11,085 (+56%) from 2023

Net Income

Down

-$28,821

Down $9,289 (-48%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2024

Assets$301,486
Liabilities$0
Net Assets$301,486
Open 2024 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 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

2024

Revenue$2,067
Expenses$30,888
Net Income-$28,821
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 19, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay79th 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
In Care Of
% JAN BERTSCH
Phone
2487663266
Address
12602 E COCHISE DR, SCOTTSDALE, AZ 85259-5232

Signing Officer

Name
Jan Bertsch
Title
Director
Phone
2487663266
Signed
2025-11-19
Discuss with paid preparer
No

Preparer

Firm
Wasserman Shuff & Co LLC
Address
8375 S Howell Ave Ste 202, Oak Creek, WI 53154-8344
Preparer
Jeremy Moritz CPA
Phone
4147647020
Raw XML Appendix278 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/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt085336
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT F BERTSCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt012602 E COCHISE DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1258
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL INSTITUTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05425 SCIO CHURCH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14725 E MAYO BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185050
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030258
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/AppliedToCurrentYearAmt013632
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013632
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07832
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03626
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03626
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032315
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07832
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04170
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030258
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016626
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035941
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019315
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt085336
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS IN INVESTMENTS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN BERTSCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02487663266
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTSCH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0474195868
ReturnHeader/Filer/InCareOfNm0% JAN BERTSCH
ReturnHeader/Filer/PhoneNum02487663266
ReturnHeader/Filer/USAddress/AddressLine1Txt012602 E COCHISE DR
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0852595232
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264513576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wasserman Shuff & Co 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/PreparationDt02025-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY MORITZ CPA
ReturnHeader/ReturnTs02025-11-19T11:13:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$301,486
Liabilities
$0
Net assets
$301,486
Revenue
$2,067
Expenses
$30,888
Net income
-$28,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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