Civic Intelligence

Joseph Paul Bertucci Memorial Scholarship

990PF • Fiscal year 2014 • EIN 52-2455023

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 02, 2015

Organization Profile
17430 Jersey WayLakeville, MN 55044

(952) 892-1638

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

51st percentile

1.3%

Faster asset growth than 51% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

2237%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$23,998

Up $297 (+1.3%) from 2013

Net Assets

$23,998

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin77th percentile

Revenue

Up

$1,402

Up $1,342 (+2237%) from 2013

Expenses

Up

$1,105

Up $217 (+24%) from 2013

Net Income

Up

$297

Up $1,125 (+136%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$40K$30K$20K$10K$0Assets 2011: $27,762Liabilities 2011: $02011Assets 2012: $24,529Liabilities 2012: $02012Assets 2013: $23,701Liabilities 2013: $02013Assets 2014: $23,998Liabilities 2014: $0Net Assets 2014: $23,9982014Assets 2015: $23,065Liabilities 2015: $0Net Assets 2015: $23,0652015Assets 2016: $22,920Liabilities 2016: $0Net Assets 2016: $22,9202016Assets 2017: $23,211Liabilities 2017: $0Net Assets 2017: $23,2112017Assets 2018: $22,311Liabilities 2018: $0Net Assets 2018: $22,3112018Assets 2019: $22,548Liabilities 2019: $0Net Assets 2019: $22,5482019Assets 2020: $37,587Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $22,175Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $20,765Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $24,037Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $22,511Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2014

Assets$23,998
Liabilities$0
Net Assets$23,998
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$10K$5.0K$0-$5.0KRevenue 2011: $7,243Expenses 2011: $1,033Net Income 2011: $6,2102011Revenue 2012: $1,758Expenses 2012: $748Net Income 2012: $1,0102012Revenue 2013: $60Expenses 2013: $888Net Income 2013: -$8282013Revenue 2014: $1,402Expenses 2014: $1,105Net Income 2014: $2972014Revenue 2015: $165Expenses 2015: $1,098Net Income 2015: -$9332015Revenue 2016: $943Expenses 2016: $1,088Net Income 2016: -$1452016Revenue 2017: $888Expenses 2017: $597Net Income 2017: $2912017Revenue 2018: $187Expenses 2018: $1,087Net Income 2018: -$9002018Revenue 2019: $1,322Expenses 2019: $1,085Net Income 2019: $2372019Revenue 2020: $493Expenses 2020: $577Net Income 2020: -$842020Revenue 2021: $191Expenses 2021: $820Net Income 2021: -$6292021Revenue 2022: $316Expenses 2022: $919Net Income 2022: -$6032022Revenue 2023: $111Expenses 2023: $1,632Net Income 2023: -$1,5212023Revenue 2024: $311Expenses 2024: $1,421Net Income 2024: -$1,1102024

Highlighted filing

2014

Revenue$1,402
Expenses$1,105
Net Income$297
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A BERTUCCIChairman-$0--
Filing and Contact Details

Filer

Filer Name
Joseph Bertucci Memorial Scholarship
EIN
52-2455023
Phone
9528921638
Address
17430 Jersey Way, Lakeville, MN 55044

Signing Officer

Name
John A Bertucci
Title
Chairman
Phone
9528921638
Signed
2015-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Hrb Tax Group Inc
Address
14825 GRANADA AVE, APPLE VALLEY, MN 55124
Preparer
Kim loan Nguyen
Phone
9524325533
Raw XML Appendix165 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/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt023701
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0500
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0500
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN A BERTUCCI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt021011 ITAMI TRAIL
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ISHPEMING HIGH SCHOOL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0STUDENT
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEE
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John A Bertucci
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum09528921638
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph Bertucci Memorial Scholarship
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0522455023
ReturnHeader/Filer/PhoneNum09528921638
ReturnHeader/Filer/USAddress/AddressLine1Txt017430 Jersey Way
ReturnHeader/Filer/USAddress/CityNm0Lakeville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055044
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLE VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055124
ReturnHeader/PreparerPersonGrp/PhoneNum09524325533
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim loan Nguyen
ReturnHeader/ReturnTs02015-04-07T00:51:46Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,998
Liabilities
$0
Net assets
$23,998
Revenue
$1,402
Expenses
$1,105
Net income
$297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.5$0.00$0.00$0.31$1.42$1.11
2023Detailed filing. Detailed filing data is available for this year.$24.0$0.00$0.00$0.11$1.63$1.52
2022Detailed filing. Detailed filing data is available for this year.$20.8$0.00$0.00$0.32$0.92$0.60
2021Detailed filing. Detailed filing data is available for this year.$22.2$0.00$0.00$0.19$0.82$0.63
2020Detailed filing. Detailed filing data is available for this year.$37.6$0.00$0.00$0.49$0.58$0.08
2019Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$1.32$1.09$0.24
2018Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$0.19$1.09$0.90
2017Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$0.89$0.60$0.29
2016Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$0.94$1.09$0.15
2015Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$0.17$1.10$0.93
2014Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.40$1.11$0.30
2013Summary only. Only limited summary data is available for this year.$23.7$0.00$0.06$0.89$0.83
2012Summary only. Only limited summary data is available for this year.$24.5$0.00$1.76$0.75$1.01
2011Summary only. Only limited summary data is available for this year.$27.8$0.00$7.24$1.03$6.21