Civic Intelligence

Bert Fish Foundation Inc.

990PF • Fiscal year 2013 • EIN 59-3020772

Oct 01, 2012 to Sep 30, 2013 • Filed on Jan 17, 2014

Post Office Box 46Ormond Beach, FL 32721
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

60th percentile

8.2%

Higher net margin than 60% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

33rd percentile

$2,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

43rd percentile

0.9%

Faster asset growth than 43% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

81st percentile

45%

Faster revenue growth than 81% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Assets

Up

$5,008,516

Up $43,831 (+0.9%) from 2012

Net Assets

$5,008,516

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue

Up

$537,487

Up $165,641 (+45%) from 2012

Expenses

Up

$493,658

Up $3,602 (+0.7%) from 2012

Net Income

Up

$43,829

Up $162,039 (+137%) from 2012

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $5,082,895Liabilities 2011: $02011Assets 2012: $4,964,685Liabilities 2012: $02012Assets 2013: $5,008,516Liabilities 2013: $1Net Assets 2013: $5,008,5162013Assets 2014: $5,269,257Liabilities 2014: $1Net Assets 2014: $5,269,2572014Assets 2015: $5,522,144Liabilities 2015: $1Net Assets 2015: $5,522,1442015Assets 2016: $10,300,712Liabilities 2016: $0Net Assets 2016: $10,300,7122016Assets 2017: $11,012,226Liabilities 2017: $0Net Assets 2017: $11,012,2262017Assets 2018: $13,953,697Liabilities 2018: $100Net Assets 2018: $13,953,5972018Assets 2019: $13,593,476Liabilities 2019: $84Net Assets 2019: $13,593,3922019Assets 2020: $13,447,794Liabilities 2020: $84Net Assets 2020: $13,447,7102020Assets 2021: $13,343,625Liabilities 2021: $1Net Assets 2021: $13,343,6252021Assets 2022: $12,492,099Liabilities 2022: $2Net Assets 2022: $12,492,0972022Assets 2023: $11,604,737Liabilities 2023: $3Net Assets 2023: $11,604,7342023Assets 2024: $11,573,894Liabilities 2024: $0Net Assets 2024: $11,573,8942024Assets 2025: $15,426,076Liabilities 2025: $0Net Assets 2025: $15,426,0762025

Highlighted filing

2013

Assets$5,008,516
Liabilities$1
Net Assets$5,008,516

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $460,304Expenses 2011: $509,991Net Income 2011: -$49,6872011Revenue 2012: $371,846Expenses 2012: $490,056Net Income 2012: -$118,2102012Revenue 2013: $537,487Expenses 2013: $493,658Net Income 2013: $43,8292013Revenue 2014: $789,389Expenses 2014: $528,648Net Income 2014: $260,7412014Revenue 2015: $817,551Expenses 2015: $564,664Net Income 2015: $252,8872015Revenue 2016: $4,568,010Expenses 2016: $569,442Net Income 2016: $3,998,5682016Revenue 2017: $1,438,445Expenses 2017: $726,931Net Income 2017: $711,5142017Revenue 2018: $3,742,912Expenses 2018: $801,541Net Income 2018: $2,941,3712018Revenue 2019: $505,996Expenses 2019: $866,201Net Income 2019: -$360,2052019Revenue 2020: $615,995Expenses 2020: $761,677Net Income 2020: -$145,6822020Revenue 2021: $743,089Expenses 2021: $847,174Net Income 2021: -$104,0852021Revenue 2022: $91,142Expenses 2022: $942,670Net Income 2022: -$851,5282022Revenue 2023: $325Expenses 2023: $887,688Net Income 2023: -$887,3632023Revenue 2024: $772,628Expenses 2024: $803,468Net Income 2024: -$30,8402024Revenue 2025: $4,860,964Expenses 2025: $1,008,782Net Income 2025: $3,852,1822025

Highlighted filing

2013

Revenue$537,487
Expenses$493,658
Net Income$43,829
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Jan 17, 2014
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edward F SimpsonTrustee-$2,000-$2,000
William C KeeblerTreasurer-$2,000-$2,000
Frank FordTrustee-$2,000-$2,000
Carl WardSecretary-$2,000-$2,000
Pamela Carbiener MDTrustee-$2,000-$2,000
Thomas C KelleyTrustee-$2,000-$2,000
Noah McKinnonTrustee-$0--
Luckey M Dunn MDTrustee-$0--
Dr William SchildeckerPresident/Chair-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Donor Advised Fund-Covington, KY, US$138,550
Paid Grant-To assist in patient comfort in new facility in Edgewater, Florida-Port Orange, FL, US$50,000
Paid Grant-Support of Florida State Medical School facility on the campus of the Daytona State College-Tallahassee, FL, US$25,000
Paid Grant-To provide scholarships to nursing students-Daytona Beach, FL, US$25,000
Paid Grant-Victim care-Ormond Beach, FL, US$10,000
Paid Grant-Medical care-DeLand, FL, US$10,000
Filing and Contact Details

Filer

EIN
59-3020772
Raw XML AppendixShowing 400 of 456 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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ContractorCompensationExpln/ContractorCompExplanation/ContractorNameBusiness/BusinessNameLine10Joseph Master & Company CPAs
ContractorCompensationExpln/ContractorCompExplanation/Explanation0Preparation of annual Form 990PF and compiled financial statements. Assistance with bookkeeping.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine10Joseph Master & Company CPAs
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/Name0Alice Reid
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/Title0General Mgr
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/AddressLine101209 Weeping Willow Drive
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Noah McKinnon
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Luckey M Dunn MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Edward F Simpson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3William C Keebler
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Frank Ford
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5Carl Ward
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6Pamela Carbiener MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7Dr William Schildecker
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName8Thomas C Kelley
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1630 Twelve Oaks Trail
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Victim care
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Medical care
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Support of Florida State Medical School facility on the campus of the Daytona State College
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3To assist in patient comfort in new facility in Edgewater, Florida
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Donor Advised Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5To provide scholarships to nursing students
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Rape Crisis Center of Volusia Count
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1The Good Samaritan Clinic of W Volu
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Florida State University Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3Hospice of VolusiaFlagler
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4Fidelity Charitable Gift Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5Daytona Bch College Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10533 N Nova Rd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11136 E Plymouth Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12600 W College Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133800 Woodbriar Trail
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14100 Crosby Parkway
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15Post Office Box 2811
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1DeLand
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Tallahassee
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Port Orange
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Covington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Daytona Beach
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1FL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5FL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode441015
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode532120
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
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IRS990PF/UndistributedIncome/AppliedToYear10258550
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0334735
IRS990PF/UndistributedIncome/QualifyingDistributions0319890
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0273395
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0258550
LandEtcSchedule2/LandEtc/AccumulatedDepreciation07886
LandEtcSchedule2/LandEtc/AccumulatedDepreciation17110
LandEtcSchedule2/LandEtc/BookValue027595
LandEtcSchedule2/LandEtc/BookValue11689
LandEtcSchedule2/LandEtc/CategoryOrItem0Improvements
LandEtcSchedule2/LandEtc/CategoryOrItem1Furniture and Fixtures
LandEtcSchedule2/LandEtc/CostOrOtherBasis035481
LandEtcSchedule2/LandEtc/CostOrOtherBasis18799
LandEtcSchedule2/LandEtc/EOYFMV027594
LandEtcSchedule2/LandEtc/EOYFMV11690
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount02000
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps01000
LegalFeesSchedule/LegalFees/NetInvestmentIncome01000
OtherExpensesSchedule/OtherExpenses/Description0Telephone
OtherExpensesSchedule/OtherExpenses/Description1Rental Expenses
OtherExpensesSchedule/OtherExpenses/Description2Postage
OtherExpensesSchedule/OtherExpenses/Description3Office supplies
OtherExpensesSchedule/OtherExpenses/Description4Investment expense
OtherExpensesSchedule/OtherExpenses/Description5Insurance expense
OtherExpensesSchedule/OtherExpenses/Description6General Managers' expenses
OtherExpensesSchedule/OtherExpenses/Description7Dues and subscriptions
OtherExpensesSchedule/OtherExpenses/Description8Bank Service Charges
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0963
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps15502
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps2230
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps31500
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps41241
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome03850
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome110218
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2427

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$4.86$1.01$3.85
2024Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.77$0.80$0.03
2023Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.00$0.89$0.89
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.09$0.94$0.85
2021Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$0.74$0.85$0.10
2020Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.62$0.76$0.15
2019Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.51$0.87$0.36
2018Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$3.74$0.80$2.94
2017Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$1.44$0.73$0.71
2016Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$4.57$0.57$4.00
2015Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.82$0.56$0.25
2014Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.79$0.53$0.26
2013Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.54$0.49$0.04
2012Summary only. Only limited summary data is available for this year.$4.96$0.00$0.37$0.49$0.12
2011Summary only. Only limited summary data is available for this year.$5.08$0.00$0.46$0.51$0.05