Civic Intelligence

Bartol Charitable Foundation Inc.

990PF • Fiscal year 2021 • EIN 06-1662514

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization Profile
6000 N 62nd PLParadise Valley, AZ 85253

(520) 577-3000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

64%

Higher net margin than 89% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

56th percentile

9.5%

Faster asset growth than 56% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

151%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,972,984

Up $259,136 (+9.5%) from 2020

Net Assets

Up

$2,972,984

Up $259,136 (+9.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin89th percentile

Revenue

Up

$407,135

Up $245,024 (+151%) from 2020

Expenses

Down

$147,999

Down $26,458 (-15%) from 2020

Net Income

Up

$259,136

Up $271,482 (+2199%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $411,825Liabilities 2010: $0Net Assets 2010: $411,8252010Assets 2011: $400,694Liabilities 2011: $12011Assets 2012: $358,750Liabilities 2012: $0Net Assets 2012: $358,7502012Assets 2013: $2,847,499Liabilities 2013: $0Net Assets 2013: $2,847,4992013Assets 2014: $3,064,172Liabilities 2014: $0Net Assets 2014: $3,064,1722014Assets 2015: $3,004,612Liabilities 2015: $0Net Assets 2015: $3,004,6122015Assets 2016: $2,714,406Liabilities 2016: $0Net Assets 2016: $2,714,4062016Assets 2017: $2,688,652Liabilities 2017: $0Net Assets 2017: $2,688,6522017Assets 2018: $2,879,426Liabilities 2018: $0Net Assets 2018: $2,879,4262018Assets 2019: $2,726,194Liabilities 2019: $0Net Assets 2019: $2,726,1942019Assets 2020: $2,713,848Liabilities 2020: $0Net Assets 2020: $2,713,8482020Assets 2021: $2,972,984Liabilities 2021: $0Net Assets 2021: $2,972,9842021Assets 2022: $2,851,606Liabilities 2022: $0Net Assets 2022: $2,851,6062022Assets 2023: $2,717,672Liabilities 2023: $0Net Assets 2023: $2,717,6722023Assets 2024: $2,685,245Liabilities 2024: $0Net Assets 2024: $2,685,2452024

Highlighted filing

2021

Assets$2,972,984
Liabilities$0
Net Assets$2,972,984
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $48,5532010Revenue 2011: $18,422Expenses 2011: $29,553Net Income 2011: -$11,1312011Expenses 2012: $77,0512012Revenue 2013: $4,110,480Expenses 2013: $215,333Net Income 2013: $3,895,1472013Revenue 2014: $733,349Expenses 2014: $237,026Net Income 2014: $496,3232014Revenue 2015: $196,621Expenses 2015: $252,656Net Income 2015: -$56,0352015Revenue 2016: -$4,120Expenses 2016: $286,086Net Income 2016: -$290,2062016Revenue 2017: $134,108Expenses 2017: $159,862Net Income 2017: -$25,7542017Revenue 2018: $453,677Expenses 2018: $262,903Net Income 2018: $190,7742018Revenue 2019: $91,292Expenses 2019: $225,902Net Income 2019: -$134,6102019Revenue 2020: $162,111Expenses 2020: $174,457Net Income 2020: -$12,3462020Revenue 2021: $407,135Expenses 2021: $147,999Net Income 2021: $259,1362021Revenue 2022: $112,533Expenses 2022: $230,911Net Income 2022: -$118,3782022Revenue 2023: $137,055Expenses 2023: $295,274Net Income 2023: -$158,2192023Revenue 2024: $141,064Expenses 2024: $149,206Net Income 2024: -$8,1422024

Highlighted filing

2021

Revenue$407,135
Expenses$147,999
Net Income$259,136
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M BLAIR MACINNESDirector-$0--
RICHARD J BOVEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bartol Charitable Foundation Inc
EIN
06-1662514
In Care Of
% RICHARD J BOVE
Phone
5205773000
Address
6000 N 62nd PL, Paradise Valley, AZ 85253

Signing Officer

Name
Richard Bove
Title
Director
Phone
5205773000
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Bove Associates
Address
6000 N 62nd Place, Paradise Valley, AZ 85253
Preparer
Richard J Bove
Phone
5205773000
Raw XML Appendix292 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BARTOL PARTNERSHIP
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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/AppliedToCurrentYearAmt0144900
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0154852
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0111579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt090374
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09952
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt080422
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0142798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0111579
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0144900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0223220
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0233172
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt043020
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BFP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1BFP ADJ
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt034961
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt059000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0JP MORGAN
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Non Dividend Distributions
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Bartol Partnership Other Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Non Dividend Distributions
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0115
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BFP INV FEES
TaxesSchedule/TaxesDetail/Amt0404
TaxesSchedule/TaxesDetail/CategoryTxt0JPM 202-05111 FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0404
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Bove
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05205773000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bartol Charitable Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0061662514
ReturnHeader/Filer/InCareOfNm0% RICHARD J BOVE
ReturnHeader/Filer/PhoneNum05205773000
ReturnHeader/Filer/USAddress/AddressLine1Txt06000 N 62nd PL
ReturnHeader/Filer/USAddress/CityNm0Paradise Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bove Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06000 N 62nd Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Paradise Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085253
ReturnHeader/PreparerPersonGrp/PhoneNum05205773000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard J Bove
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-30T19:46:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bove
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,972,984
Liabilities
$0
Net assets
$2,972,984
Revenue
$407,135
Expenses
$147,999
Net income
$259,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.14$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.14$0.30$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.11$0.23$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.41$0.15$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.16$0.17$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.09$0.23$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$0.45$0.26$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.13$0.16$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.00$0.29$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.20$0.25$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.73$0.24$0.50
2013Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$4.11$0.22$3.90
2012Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.08
2011Summary only. Only limited summary data is available for this year.$0.40$0.00$0.02$0.03$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.05