Civic Intelligence

Bertha P Genau Educational Trust

990PF • Fiscal year 2013 • EIN 59-7199412

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 29, 2014

Organization Profile
C/O C Wilburn 4833 Paradise Way SE33705

(727) 384-2000

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

49th percentile

1.9%

Higher net margin than 49% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

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.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

49th percentile

0.1%

Faster asset growth than 49% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$73,339

Up $101 (+0.1%) from 2012

Net Assets

Up

$73,339

Up $101 (+0.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin49th percentile

Revenue

$6,617

No earlier filing loaded for comparison.

Expenses

Down

$6,492

Down $1,179 (-15%) from 2012

Net Income

$125

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2013

Assets$73,339
Liabilities$0
Net Assets$73,339
Open 2013 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

2013

Revenue$6,617
Expenses$6,492
Net Income$125
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 29, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN WILBURNTrustee-$0--
Filing and Contact Details

Filer

EIN
59-7199412
Phone
7273842000

Signing Officer

Name
Carolyn Wilburn
Title
Trustee
Phone
7273842000
Signed
2014-10-29

Preparer

Preparer
Thomas R Whiteman Jr CPA
Phone
7273437166
Raw XML Appendix300 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4COHEN & STEERS REALTY SHARES INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE AND GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE AND GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ST JUDES CHILDRENS' HOSPI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CLEARWATER MARINE ACQUARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11249 WINDWARD PASSAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode038105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode133767
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0103
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03647
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03818
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03750
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03715
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03647
OtherDecreasesSchedule/OtherDecreasesDetail/Amount024
OtherDecreasesSchedule/OtherDecreasesDetail/Description02012 EXCISE TAX PAID IN 2013
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01242
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01242
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN WILBURN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07273842000
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10BERTHA P GENAU EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0597199412
ReturnHeader/Filer/PhoneNum07273842000
ReturnHeader/Filer/USAddress/AddressLine10C/O C WILBURN 4833 PARADISE WAY SE
ReturnHeader/Filer/USAddress/City0ST PETERSBURG
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593201676
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SPOOR ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10111 SECOND AVENUE NE SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ST PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033701
ReturnHeader/PreparerPersonGrp/PhoneNum07273437166
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R WHITEMAN JR CPA
ReturnHeader/ReturnTs02014-11-06T14:35:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,339
Liabilities
$0
Net assets
$73,339
Revenue
$6,617
Expenses
$6,492
Net income
$125
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
2013Detailed filing. Detailed filing data is available for this year.$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
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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