Civic Intelligence

Bertha P Genau Educational Trust

990PF • Fiscal year 2018 • EIN 59-7199412

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.24x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

89%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$76,795

Up $8,808 (+13%) from 2017

Net Assets

Up

$73,973

Up $5,986 (+8.8%) from 2017

Liabilities

Up

$2,822

Up $2,822 from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin91st percentile

Revenue

Up

$11,947

Up $5,632 (+89%) from 2017

Expenses

Down

$5,941

Down $2,280 (-28%) from 2017

Net Income

Up

$6,006

Up $7,912 (+415%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2018

Assets$76,795
Liabilities$2,822
Net Assets$73,973
Open 2018 Filing

Operations Trend

Revenue Growth91st 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

2018

Revenue$11,947
Expenses$5,941
Net Income$6,006
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
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
2019-11-15
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 Appendix299 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/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1249 WINWARD 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/TotalGrantOrContriPdDurYrAmt03400
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/AppliedToYear1Amt03400
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03578
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt026
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt026
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03400
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0627
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt026
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03578
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04027
OtherDecreasesSchedule/OtherDecreasesDetail/Amt020
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02017 EXTENSION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CASH OVERDRAFT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02822
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01241
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01241
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN WILBURN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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/AtSubmissionCreationDeviceId0253C597BD44F0DA24F1CF1A00F2BBB33E8643DA8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003B6005AB3EF84D5E152CD23D81E300513814C2C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.135.129.242
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:51:06
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/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R WHITEMAN JR CPA
ReturnHeader/ReturnTs02019-11-14T14:51:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,795
Liabilities
$2,822
Net assets
$73,973
Revenue
$11,947
Expenses
$5,941
Net income
$6,006
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
2018Detailed filing. Detailed filing data is available for this year.$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
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