Civic Intelligence

Bertha P Genau Educational Trust

990PF • Fiscal year 2017 • EIN 59-7199412

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 21, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-4.7%

Faster asset growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

48th percentile

0.2%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$67,987

Down $6,794 (-9.1%) from 2015

Net Assets

Down

$67,987

Down $6,794 (-9.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Up

$6,315

Up $23 (+0.4%) from 2015

Expenses

Up

$8,221

Up $2,074 (+34%) from 2015

Net Income

Down

-$1,906

Down $2,051 (-1414%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2017

Assets$67,987
Liabilities$0
Net Assets$67,987
Open 2017 Filing

Operations Trend

Revenue Growth48th 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

2017

Revenue$6,315
Expenses$8,221
Net Income-$1,906
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 21, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
2018-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Spoor Bunch Franz
Address
877 EXECUTIVE CENTER DR W STE 100, SAINT PETERSBURG, FL 33702-2470
Preparer
Thomas R Whiteman Jr CPA
Phone
7278889200
Raw XML Appendix337 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04833 PARADISE WAY SE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST PETERSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0337054708
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CAROLYN WILBURN
IRS990PF/StatementsRegardingActyGrp/PhoneNum07273842000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE SPECIFIED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CAROLYN WILBURN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07273842000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04833 PARADISE WAY SOUTH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033705
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE SPECIFIED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE SPECIFIED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11750
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/TotalGrantOrContriPdDurYrAmt03500
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/AppliedToYear1Amt03500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04027
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03500
IRS990PF/UndistributedIncomeGrp/Taxable2Amt026
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04027
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03526
OtherDecreasesSchedule/OtherDecreasesDetail/Amt015
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1110
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02016 EXCISE TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12016 EXTENSION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12196
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01225
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN WILBURN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-21
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/FilingSecurityInformation/AtSubmissionCreationDeviceId03B8FADA7C85DC5E384B7D85E1E4F29F7ABE76D7D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003B6005AB3EF84D5E152CD23D81E300513814C2C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.206.19.73
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:20:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364818378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPOOR BUNCH FRANZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0877 EXECUTIVE CENTER DR W STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337022470
ReturnHeader/PreparerPersonGrp/PhoneNum07278889200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R WHITEMAN JR CPA
ReturnHeader/ReturnTs02018-11-06T16:20:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,987
Liabilities
$0
Net assets
$67,987
Revenue
$6,315
Expenses
$8,221
Net income
-$1,906
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
2017Detailed filing. Detailed filing data is available for this year.$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
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