Civic Intelligence

Bertha Foundation

990PF • Fiscal year 2011 • EIN 75-6050023

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

PO Box 111076450
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

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

2011 filings • $5M-$10M 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

21st percentile

-5.0%

Faster asset growth than 21% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$6,720,639

Down $355,407 (-5.0%) from 2010

Net Assets

Down

$6,720,639

Down $355,407 (-5.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$404,680

Down $16,476 (-3.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,076,046Liabilities 2010: $0Net Assets 2010: $7,076,0462010Assets 2011: $6,720,639Liabilities 2011: $0Net Assets 2011: $6,720,6392011Assets 2012: $6,527,710Liabilities 2012: $0Net Assets 2012: $6,527,7102012Assets 2013: $6,337,597Liabilities 2013: $0Net Assets 2013: $6,337,5972013Assets 2014: $6,154,714Liabilities 2014: $0Net Assets 2014: $6,154,7142014Assets 2015: $6,013,134Liabilities 2015: $0Net Assets 2015: $6,013,1342015Assets 2016: $5,793,276Liabilities 2016: $0Net Assets 2016: $5,793,2762016Assets 2017: $5,681,378Liabilities 2017: $0Net Assets 2017: $5,681,3782017Assets 2018: $5,383,938Liabilities 2018: $0Net Assets 2018: $5,383,9382018Assets 2019: $5,138,259Liabilities 2019: $0Net Assets 2019: $5,138,2592019Assets 2020: $5,049,241Liabilities 2020: $0Net Assets 2020: $5,049,2412020Assets 2021: $4,866,021Liabilities 2021: $0Net Assets 2021: $4,866,0212021Assets 2022: $4,627,639Liabilities 2022: $0Net Assets 2022: $4,627,6392022Assets 2023: $4,351,021Liabilities 2023: $0Net Assets 2023: $4,351,0212023Assets 2024: $4,131,851Liabilities 2024: $0Net Assets 2024: $4,131,8512024

Highlighted filing

2011

Assets$6,720,639
Liabilities$0
Net Assets$6,720,639

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $421,1562010Expenses 2011: $404,6802011Expenses 2012: $386,4972012Revenue 2013: $214,504Expenses 2013: $404,617Net Income 2013: -$190,1132013Revenue 2014: $266,393Expenses 2014: $449,276Net Income 2014: -$182,8832014Revenue 2015: $218,406Expenses 2015: $359,986Net Income 2015: -$141,5802015Revenue 2016: $187,383Expenses 2016: $407,241Net Income 2016: -$219,8582016Revenue 2017: $237,650Expenses 2017: $349,548Net Income 2017: -$111,8982017Revenue 2018: $96,229Expenses 2018: $393,669Net Income 2018: -$297,4402018Revenue 2019: $172,665Expenses 2019: $418,344Net Income 2019: -$245,6792019Revenue 2020: $212,732Expenses 2020: $301,750Net Income 2020: -$89,0182020Revenue 2021: $172,103Expenses 2021: $355,323Net Income 2021: -$183,2202021Revenue 2022: $133,771Expenses 2022: $372,153Net Income 2022: -$238,3822022Revenue 2023: $99,507Expenses 2023: $376,125Net Income 2023: -$276,6182023Revenue 2024: $189,348Expenses 2024: $408,518Net Income 2024: -$219,1702024

Highlighted filing

2011

Revenue-
Expenses$404,680
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa Street YorkDirector-$0--
Malcolm B Street JrDirector-$0--
E Bruce Street JrDirector-$0--
Vicki MillsSecretary-$0--
Alice Ann StreetPres-$0--
Joe MontgomerySecretary/Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Set up fund for various charitable support for Graham TX.ExemptGraham, TX, US$300,000
Paid Grant-Provided funds for the Ipad Project at Graham Junior High School, the teacher appreciation breakfast, and paid the computer finance costs.ExemptGraham, TX, US$34,356
Paid Grant-Provide funds for the purchase of a drug dog for the Graham Police Department, a washer for the Graham Fire Department and for maintenance costs associated with the Graham Library.ExemptGraham, TX, US$14,914
Paid Grant-Provide funds for the Graham General and Dual Credit Scholarships.ExemptGraham, TX, US$14,458
Paid Grant-Health Fair sponsor and LVN Rose Sims Scholarship.ExemptGraham, TX, US$6,598
Paid Grant-Operating expenses.ExemptGraham, TX, US$1,500
Paid Grant-Provide funds to be used for expenses associated with cancer research,prevention, and detection programs.ExemptGraham, TX, US$1,000
Paid Grant-Operating Expenses.ExemptGraham, TX, US$500
Filing and Contact Details

Filer

EIN
75-6050023
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172011-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192011-01-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202010-08-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212011-01-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222011-01-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232011-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242011-01-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252011-01-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272011-01-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282010-03-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292010-10-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired312008-09-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired322008-08-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired332008-08-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired342008-08-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-10-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-10-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-12-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-06-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-06-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182011-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202011-01-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-02-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222011-06-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-06-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242011-06-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252011-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262011-07-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272011-08-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282011-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292011-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312011-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322011-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332011-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342011-05-13
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2UNG Straddles
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3UNG Straddles
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4Powershares DB US Dollar Index K-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5Powershares Straddles
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6Powershares Straddles
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71500 Pfizer Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset862.50 Brcl YS S&P 500 Vix Etn
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9125.00 Brcl YS S&P 500 Vix Etn
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1062.50 Brcl YS S&P 500 Vix Etn
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11125 Brcl YS S&P 500 Vix Etn
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset121000 Bank of America
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset131800 Bank of America
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset141500 Altria Group Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15260000 UST Bill
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset161224.00 Total S A Spons Adr
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset171224 Total S A Spons Adr
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset183000 Proshares Ultst 20+ Tres Etf
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset192000 Proshares Ultst 20+ Tres Etf
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset201000 Petmedexpress Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset211300 Mexco Energy Corp
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22334 E N I Spa Spons Adr
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23334 E N I Spa Spons Adr
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset241700 Cabot Oil & Gas Corp
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset251100 Amgen Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset261100 ABB Limited Spons Adr
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27325 Colgate-Palmolive Co
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset281250 Ipath S&P 500 Vix Short Term Futures ETN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset292000 Powershares DB US Dollar Index
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30Partnership Interest in Golden Triangle
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31375 United States Natural Gas Fund
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32125 United States Natural Gas Fund
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33125 United States Natural Gas Fund
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34125 United States Natural Gas Fund
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1114
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss34-220
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.19$0.41$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.10$0.38$0.28
2022Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.13$0.37$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.17$0.36$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.21$0.30$0.09
2019Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.17$0.42$0.25
2018Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.10$0.39$0.30
2017Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.24$0.35$0.11
2016Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.19$0.41$0.22
2015Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.22$0.36$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.27$0.45$0.18
2013Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.21$0.40$0.19
2012Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.39
2011Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.40
2010Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.42