Civic Intelligence

Bartol Charitable Foundation Inc.

990PF • Fiscal year 2010 • EIN 06-1662514

Jan 01, 2010 to Dec 31, 2010 • Filed on May 06, 2011

PO Box 1587419103
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$411,825

No earlier filing loaded for comparison.

Net Assets

$411,825

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$48,553

No earlier filing loaded for comparison.

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.

$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

2010

Assets$411,825
Liabilities$0
Net Assets$411,825

Operations Trend

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

2010

Revenue-
Expenses$48,553
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 6, 2011
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
M BLAIR MACINNESDirector-$0--
RICHARD J BOVEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantORGANIZATIONS SEE ATTACHMENTunrestricted to general funds501 C 3 PUBLIC CHARIPHILADELPHIA, PA, US$44,450
Filing and Contact Details

Filer

EIN
06-1662514
Raw XML Appendix328 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0M BLAIR MACINNES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RICHARD J BOVE
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OtherAssetsSchedule/OtherAssets/BOYBookValue0302981
OtherAssetsSchedule/OtherAssets/BOYBookValue1-38504
OtherAssetsSchedule/OtherAssets/Description0BFP CONTRIBUTION
OtherAssetsSchedule/OtherAssets/Description1LESS UNRECOGNIZED APPRECIATION
OtherAssetsSchedule/OtherAssets/Description2LESS PARTNERSHIP DISTRIBUTION
OtherAssetsSchedule/OtherAssets/EOYBookValue0302981
OtherAssetsSchedule/OtherAssets/EOYBookValue1-13492
OtherAssetsSchedule/OtherAssets/EOYFMV0332889
OtherDecreasesSchedule/OtherDecreases/Amount00
OtherDecreasesSchedule/OtherDecreases/Amount10
OtherDecreasesSchedule/OtherDecreases/Description0BOOK BASIS OF SECURITIES TRANSFERRED ADJ
OtherDecreasesSchedule/OtherDecreases/Description1GIFTS WRITTEN IN 2003 CLEARED IN 2004
OtherExpensesSchedule/OtherExpenses/Description0SMITH BARNEY FMA FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0150
OtherIncomeSchedule2/OtherIncome/Description0BARTOL PARTNERSHIP FLOW THROUGH
OtherIncomeSchedule2/OtherIncome/Description1BARTOL PARTNERSHIP FLOW THROUGH
OtherIncomeSchedule2/OtherIncome/Description2BARTOL PARTNERSHIP FLOW THROUGH
OtherIncomeSchedule2/OtherIncome/Description3BARTOL PARTNERSHIP FLOW THROUGH
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0605
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1250
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome2620
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome3-2052
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0605
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1250
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks2620
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks3-2052
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0150
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount12483
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1BARTOL FLOW THROUGH FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0150
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome12483
TaxesSchedule/Taxes/Amount097
TaxesSchedule/Taxes/Category0US TREASURY
TaxesSchedule/Taxes/NetInvestmentIncome097
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0061662514
ReturnHeader/Filer/Name/BusinessNameLine10Bartol Charitable Foundation
ReturnHeader/Filer/NameControl0BART
ReturnHeader/Filer/Phone02155456006
ReturnHeader/Filer/USAddress/AddressLine10PO Box 15874
ReturnHeader/Filer/USAddress/City0Philadelphia
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019103
ReturnHeader/Officer/DateSigned02011-05-06
ReturnHeader/Officer/Name0Richard J Bove
ReturnHeader/Officer/Title0Director
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Bove & Associates
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106301 N Placita Arista
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Tucson
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AZ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode085718
ReturnHeader/Preparer/Phone05205773000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-10-26T11:00:26-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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