Civic Intelligence

Bertha P Genau Educational Trust

990PF • Fiscal year 2011 • EIN 59-7199412

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 10, 2012

Organization Profile
c/oCarolyn Wilburn 4833 ParadiseWay S33705
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

21st percentile

-20%

Faster asset growth than 21% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$79,425

Down $19,327 (-20%) from 2010

Net Assets

Down

$79,425

Down $19,327 (-20%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$11,525

Up $8,199 (+247%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$100K$50K$0Assets 2010: $98,752Liabilities 2010: $0Net Assets 2010: $98,7522010Assets 2011: $79,425Liabilities 2011: $0Net Assets 2011: $79,4252011Assets 2012: $73,238Liabilities 2012: $0Net Assets 2012: $73,2382012Assets 2013: $73,339Liabilities 2013: $0Net Assets 2013: $73,3392013Assets 2014: $74,769Liabilities 2014: $0Net Assets 2014: $74,7692014Assets 2015: $74,781Liabilities 2015: $0Net Assets 2015: $74,7812015Assets 2017: $67,987Liabilities 2017: $0Net Assets 2017: $67,9872017Assets 2018: $76,795Liabilities 2018: $2,822Net Assets 2018: $73,9732018Assets 2019: $68,762Liabilities 2019: $0Net Assets 2019: $68,7622019Assets 2020: $63,092Liabilities 2020: $1,912Net Assets 2020: $61,1802020Assets 2021: $63,653Liabilities 2021: $0Net Assets 2021: $63,6532021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2011

Assets$79,425
Liabilities$0
Net Assets$79,425
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2010: $3,3262010Expenses 2011: $11,5252011Expenses 2012: $7,6712012Revenue 2013: $6,617Expenses 2013: $6,492Net Income 2013: $1252013Revenue 2014: $7,910Expenses 2014: $6,372Net Income 2014: $1,5382014Revenue 2015: $6,292Expenses 2015: $6,147Net Income 2015: $1452015Revenue 2017: $6,315Expenses 2017: $8,221Net Income 2017: -$1,9062017Revenue 2018: $11,947Expenses 2018: $5,941Net Income 2018: $6,0062018Revenue 2019: $5,497Expenses 2019: $10,708Net Income 2019: -$5,2112019Revenue 2020: $1,391Expenses 2020: $8,973Net Income 2020: -$7,5822020Revenue 2021: $4,476Expenses 2021: $2,003Net Income 2021: $2,4732021Revenue 2022: $20,601Expenses 2022: $84,254Net Income 2022: -$63,6532022

Highlighted filing

2011

Revenue-
Expenses$11,525
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 10, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn WilburnTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSt JudeCharitable and General UsePublic CharityMemphis TN, FL, US$3,633
Paid GrantClearwater Marine AquariumCharitable andGeneral UsePublic CharityClearwater, FL, US$3,633
Filing and Contact Details

Filer

EIN
59-7199412
Raw XML Appendix385 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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AppliedToPriorYearElection/Election0Pursuant to Code Sec. 4942 (h) and Reg Sec. 53.4942(a)-3(d)(2) the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of the undistributed income from the tax year 2009 in the following amount:2009 $3,391
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear102009
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears01
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied01
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0None specified
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Carolyn Wilburn
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07273842000
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine104833 Paradise Way South
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0St Petersburg
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode033705
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0None specified
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0None specified
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03633
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13633
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Charitable and General Use
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Charitable andGeneral Use
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10St Jude
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Clearwater Marine Aquarium
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10501 St Jude Place
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11Memphis TN 38105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Memphis TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Clearwater
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode038105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode133767
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear07266
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears03391
IRS990PF/UndistributedIncome/AppliedToYear103875
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03783
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome089
IRS990PF/UndistributedIncome/QualifyingDistributions07266
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount1089
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears03480
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY03783
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear03875
OtherExpensesSchedule/OtherExpenses/Description0Brokerage/Advisory Fees
OtherExpensesSchedule/OtherExpenses/Description1Trustee Fees
OtherExpensesSchedule/OtherExpenses/Description2Refund of Taxes
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01657
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01657
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1439
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2-237
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0171
OtherIncomeSchedule2/OtherIncome/Description0Refund of fees
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0171
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0171
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0597199412
ReturnHeader/Filer/Name/BusinessNameLine10Bertha P Genau Educational Trust
ReturnHeader/Filer/NameControl0BERT
ReturnHeader/Filer/Phone07273842000
ReturnHeader/Filer/USAddress/AddressLine10c/oCarolyn Wilburn 4833 Paradise
ReturnHeader/Filer/USAddress/AddressLine20Way S
ReturnHeader/Filer/USAddress/City0St Petersburg
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033705
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-08-10
ReturnHeader/Officer/Name0Carolyn Wilburn
ReturnHeader/Officer/Phone07273842000
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/EIN0593172947
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Whiteman & Company PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101840 4th St No Second Floor
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0St Petersburg
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0337044306
ReturnHeader/Preparer/Name0Thomas R Whiteman Jr
ReturnHeader/Preparer/Phone07278962727
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-15T10:51:32-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,425
Liabilities
$0
Net assets
$79,425
Revenue
-
Expenses
$11,525
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$20.6$84.3$63.7
2021Detailed filing. Detailed filing data is available for this year.$63.7$0.00$63.7$4.48$2.00$2.47
2020Detailed filing. Detailed filing data is available for this year.$63.1$1.91$61.2$1.39$8.97$7.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.8$0.00$68.8$5.50$10.7$5.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.8$2.82$74.0$11.9$5.94$6.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.0$0.00$68.0$6.32$8.22$1.91
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.8$0.00$74.8$6.29$6.15$0.15
2014Detailed filing. Detailed filing data is available for this year.$74.8$0.00$74.8$7.91$6.37$1.54
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.3$0.00$73.3$6.62$6.49$0.13
2012Detailed filing. Detailed filing data is available for this year.$73.2$0.00$73.2$7.67
2011Detailed filing. Detailed filing data is available for this year.$79.4$0.00$79.4$11.5
2010Detailed filing. Detailed filing data is available for this year.$98.8$0.00$98.8$3.33