Civic Intelligence

Bertha P Genau Educational Trust

990PF • Fiscal year 2015 • EIN 59-7199412

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 05, 2020

Organization Profile
C/O C Wilburn 4833 Paradise Way SESt Petersburg, FL 33705-4708

(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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

49th percentile

2.3%

Higher net margin than 49% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

49th percentile

0.0%

Faster asset growth than 49% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$74,781

Up $12 (+0.0%) from 2014

Net Assets

Up

$74,781

Up $12 (+0.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin49th percentile

Revenue

Down

$6,292

Down $1,618 (-20%) from 2014

Expenses

Down

$6,147

Down $225 (-3.5%) from 2014

Net Income

Down

$145

Down $1,393 (-91%) from 2014

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

2015

Assets$74,781
Liabilities$0
Net Assets$74,781
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

2015

Revenue$6,292
Expenses$6,147
Net Income$145
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 5, 2020
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Bertha P Genau Educational Trust
EIN
59-7199412
Phone
7273842000
Address
C/O C WILBURN 4833 PARADISE WAY SE, ST PETERSBURG, FL 33705-4708

Signing Officer

Name
Carolyn Wilburn
Title
Trustee
Signed
2020-11-05

Preparer

Firm
Spoor Bunch Franz
Address
111 SECOND AVENUE NE SUITE 1600, ST PETERSBURG, FL 33701
Preparer
Thomas R Whiteman Jr CPA
Phone
7273437166
Raw XML Appendix302 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033705
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE SPECIFIED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE SPECIFIED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01865
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11840
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 AQUARIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1249 WINDWARD PASSAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133767
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03705
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/AppliedToYear1Amt03705
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03853
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03705
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0244
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03853
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03949
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0133
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02014 EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01340
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01340
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN WILBURN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTHA P GENAU EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0597199412
ReturnHeader/Filer/PhoneNum07273842000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O C WILBURN 4833 PARADISE WAY SE
ReturnHeader/Filer/USAddress/CityNm0ST PETERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0337054708
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364818378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPOOR BUNCH FRANZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 SECOND AVENUE NE SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033701
ReturnHeader/PreparerPersonGrp/PhoneNum07273437166
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R WHITEMAN JR CPA
ReturnHeader/ReturnTs02016-11-14T16:29:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,781
Liabilities
$0
Net assets
$74,781
Revenue
$6,292
Expenses
$6,147
Net income
$145
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
2015Detailed filing. Detailed filing data is available for this year.$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
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