Civic Intelligence

Joseph Bertucci Memorial Scholarship

EIN 52-2455023 • Lakeville, MN

17430 Jersey WayLakeville, MN 55044
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

6th percentile

-357%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

43rd percentile

-6.3%

Faster asset growth than 43% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

180%

Faster revenue growth than 94% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$22,511

Down $1,526 (-6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$0

Flat from 2023

Operations
Liabilities / Revenue66th percentileNet Margin6th percentile

Revenue

Up

$311

Up $200 (+180%) from 2023

Expenses

Down

$1,421

Down $211 (-13%) from 2023

Net Income

Up

-$1,110

Up $411 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$22,511
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$311
Expenses$1,421
Net Income-$1,110
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$22,511
Liabilities
$0
Net assets
$0
Revenue
$311
Expenses
$1,421
Net income
-$1,110
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 31, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A BERTUCCIChairmanPT$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
2025-03-31
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
17400 KENWOOD TRAIL, LAKEVILLE, MN 55044
Preparer
Karolyn Nelson
Phone
8004725625
Raw XML Appendix170 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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