Civic Intelligence

The Bert Foundation Inc.

990PF • Fiscal year 2020 • EIN 52-2133702

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization Profile
PO Box 1795Baltimore, MD 21203-1795

(410) 347-7688

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-143%

Higher net margin than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

12th percentile

-6.9%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

9.8%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,031,339

Down $226,242 (-6.9%) from 2019

Net Assets

Down

$3,031,339

Down $226,242 (-6.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Up

$158,080

Up $14,111 (+9.8%) from 2019

Expenses

Up

$384,322

Up $161,191 (+72%) from 2019

Net Income

Down

-$226,242

Down $147,080 (-186%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $662,052Liabilities 2010: $0Net Assets 2010: $662,0522010Assets 2011: $654,945Liabilities 2011: $02011Assets 2012: $655,066Liabilities 2012: $0Net Assets 2012: $655,0662012Assets 2013: $664,316Liabilities 2013: $0Net Assets 2013: $664,3162013Assets 2014: $703,839Liabilities 2014: $0Net Assets 2014: $703,8392014Assets 2015: $801,165Liabilities 2015: $0Net Assets 2015: $801,1652015Assets 2016: $3,067,722Liabilities 2016: $0Net Assets 2016: $3,067,7222016Assets 2017: $3,007,260Liabilities 2017: $0Net Assets 2017: $3,007,2602017Assets 2018: $3,336,743Liabilities 2018: $0Net Assets 2018: $3,336,7432018Assets 2019: $3,257,581Liabilities 2019: $0Net Assets 2019: $3,257,5812019Assets 2020: $3,031,339Liabilities 2020: $0Net Assets 2020: $3,031,3392020Assets 2021: $2,914,581Liabilities 2021: $0Net Assets 2021: $2,914,5812021Assets 2022: $2,725,388Liabilities 2022: $0Net Assets 2022: $2,725,3882022Assets 2023: $2,579,755Liabilities 2023: $0Net Assets 2023: $2,579,7552023Assets 2024: $2,472,243Liabilities 2024: $0Net Assets 2024: $2,472,2432024

Highlighted filing

2020

Assets$3,031,339
Liabilities$0
Net Assets$3,031,339
Open 2020 Filing

Operations Trend

Revenue Growth67th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $38,9492010Revenue 2011: $33,645Expenses 2011: $40,752Net Income 2011: -$7,1072011Expenses 2012: $39,1872012Revenue 2013: $51,368Expenses 2013: $42,118Net Income 2013: $9,2502013Revenue 2014: $85,602Expenses 2014: $46,079Net Income 2014: $39,5232014Revenue 2015: $146,482Expenses 2015: $49,156Net Income 2015: $97,3262015Revenue 2016: $2,321,271Expenses 2016: $54,714Net Income 2016: $2,266,5572016Revenue 2017: $37,246Expenses 2017: $97,708Net Income 2017: -$60,4622017Revenue 2018: $526,752Expenses 2018: $197,269Net Income 2018: $329,4832018Revenue 2019: $143,969Expenses 2019: $223,131Net Income 2019: -$79,1622019Revenue 2020: $158,080Expenses 2020: $384,322Net Income 2020: -$226,2422020Revenue 2021: $259,079Expenses 2021: $375,837Net Income 2021: -$116,7582021Revenue 2022: $257,570Expenses 2022: $446,763Net Income 2022: -$189,1932022Revenue 2023: $223,568Expenses 2023: $369,201Net Income 2023: -$145,6332023Revenue 2024: $266,994Expenses 2024: $374,506Net Income 2024: -$107,5122024

Highlighted filing

2020

Revenue$158,080
Expenses$384,322
Net Income-$226,242
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD R MERINGPresident-$0--
JOHN P EDGARVice President-$0--
CAROLANNE HARRISSecretary-$0--
S SCOTT TATETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Bert Foundation Inc
EIN
52-2133702
Phone
4103477688
Address
PO BOX 1795, BALTIMORE, MD 21203-1795

Signing Officer

Name
Donald R Mering
Title
President
Phone
4103477688
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Baker Donelson Et Al
Address
PO BOX 1795, BALTIMORE, MD 21203-1795
Preparer
S Scott Tate
Phone
4103477377
Raw XML Appendix353 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONALD R MERING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN P EDGAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CAROLANNE HARRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3S SCOTT TATE
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BAKER DONELSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 LIGHT STREET 20TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BALTIMORE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04108621177
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt075000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1260000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT EXEMPT PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT EXEMPT PURPOSESSUPPORT EXEMPT PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE CHESAPEAKE BAY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNITED WAY OF CENTRAL MARYLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06 HERNDON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 S CHARLES STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0335000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0151241
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0183759
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0193341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0335000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt042100
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0183759
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL AND ACOUNTING
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08268
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt08268
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0765
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt132102
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0765
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt132102
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2115
TaxesSchedule/TaxesDetail/Amt0361
TaxesSchedule/TaxesDetail/Amt1711
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0361
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD R MERING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04103477688
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERT FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DONALD R MERING
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0522133702
ReturnHeader/Filer/PhoneNum04103477688
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1795
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0212031795
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621047356
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER DONELSON ET AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1795
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALTIMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0212031795
ReturnHeader/PreparerPersonGrp/PhoneNum04103477377
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S SCOTT TATE
ReturnHeader/ReturnTs02021-11-30T15:51:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MERING
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,031,339
Liabilities
$0
Net assets
$3,031,339
Revenue
$158,080
Expenses
$384,322
Net income
-$226,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.27$0.37$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.22$0.37$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.26$0.45$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.26$0.38$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.16$0.38$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.14$0.22$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.53$0.20$0.33
2017Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.04$0.10$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$2.32$0.05$2.27
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.15$0.05$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.09$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.05$0.04$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.04
2011Summary only. Only limited summary data is available for this year.$0.65$0.00$0.03$0.04$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.04