Civic Intelligence

Dr and Mrs Bernhard Boecker Foundation Charitable Trust

990PF • Fiscal year 2023 • EIN 86-6473047

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 03, 2024

901 Ridgewood AveVenice, FL 34285

(941) 484-3000

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

3rd percentile

-256%

Higher net margin than 3% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$61,663

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 54.9% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

17th percentile

-4.9%

Faster asset growth than 17% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-81%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$5,475,802

Flat from 2023

Net Assets

$5,475,802

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Flat

$112,276

Flat from 2023

Expenses

Flat

$399,247

Flat from 2023

Net Income

Flat

-$286,971

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2021: $5,589,856Liabilities 2021: $0Net Assets 2021: $5,589,8562021Assets 2022: $5,756,800Liabilities 2022: $0Net Assets 2022: $5,756,8002022Assets 2023: $5,475,802Liabilities 2023: $0Net Assets 2023: $5,475,8022023Assets 2023: $5,475,802Liabilities 2023: $12023

Highlighted filing

2023

Assets$5,475,802
Liabilities$0
Net Assets$5,475,802

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2021: $5,837,893Expenses 2021: $266,561Net Income 2021: $5,571,3322021Revenue 2022: $595,882Expenses 2022: $426,776Net Income 2022: $169,1062022Revenue 2023: $112,276Expenses 2023: $399,247Net Income 2023: -$286,9712023Revenue 2023: $112,276Expenses 2023: $399,247Net Income 2023: -$286,9712023

Highlighted filing

2023

Revenue$112,276
Expenses$399,247
Net Income-$286,971
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 3, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELSBETH WASKOMTrusteePT$61,663-$61,663
Filing and Contact Details

Filer

Filer Name
Dr and Mrs Bernhard Boecker Foundation
EIN
86-6473047
Phone
9414843000
Address
901 RIDGEWOOD AVE, VENICE, FL 34285

Signing Officer

Name
Elsbeth Waskom
Title
Trustee
Signed
2024-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Robinson Gruters and Roberts
Address
133 Harbor Dr S, Venice, FL 34285
Preparer
Donna M Roberts
Phone
9414887794
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ASSURANT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ATLAS COPCO AS A ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ATLASSIAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26AVNET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27AXA ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28AXALTA COATING SYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BALL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31BHP GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33BLOCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BOEING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CAPITAL ONE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CARLSBERG AS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CBRE GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CDK GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CHIPOTLE MEX GRILL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42THE CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43CINTAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CISCO SYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47COGNIZANT TECH SOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48COINBASE GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52CORTEVA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53COSTAR GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CYRUSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55DANONE SPN ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57DENTSPLY SIRONA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58DIAGEO PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59DOLLAR GEN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60DOLLAR TREE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62DUKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63DUPONT DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64EDISON INTERNTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65EDWARD LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66EMERSON ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68EQUITABLE HLDINGS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70EVERCORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71EVERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72FERGUSON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73FIDELITY NATL FIN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75FLEETCOR TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76FLEXTRONICS INTL LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78FREEPORT MCMORAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79GALLAGHER ARTHUR J & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81GILDAN ACTIVEWEAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83HARTFORD FIN SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84HILTON WORLDWIDE HLDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85HONG KONG EXC & CLEARING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86HOWARD HUGHES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87HOYA COPR SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89HUNTINGTON INGALLS IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90IBERDROLA SA SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91IHEARTMEDIA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ING GROEP NV ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93INSULET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96IQVIA HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97JEFFERIES FINL GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99JONES LANG LASALLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101KBS GROUP NV UNSPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102KERING S A ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103KEYCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104KONE OYJ ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105KUBOTA CP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106L OREAL CO ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107LABORATORY CP AMER HLDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108LAMAR ADV CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109LEAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110LEGAL & GEN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112LONZA GRP AG ZUERICH ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113LOWES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114LULULEMONATHLETICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115LVMH MOET HENNESY LOUIS VUITT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116M&T BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117MAKITA CORP LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118MARATHON PETRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119MARRIOTT INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126MOODYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128MOTOROLA SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130NESTLE SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131NETFLIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133NIDEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134NIKE INC B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135NISOURCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136NORFOLK SOUTHERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137NOVO NORDISH A/S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138NVENT ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139NVDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140OPEN TEXT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141PAYPAL HLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142PINTEREST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143PIONEER NAT RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145PRUDENTIAL PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146PTC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147PUBLIC SERVICE ENTEREPRISE GP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149QUANTA SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150RALPH LAUREN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151RAYMOND JAMES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152RTX CORP(FOMRER RAYTHEON)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153REALOGY HLDINGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154RECRUIT HLDINGS CO LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155REGIONS FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156RELX PLC SPN ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157RIO TINTO PLC SPON ADR

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