Civic Intelligence

Barton Foundation Tr Ua 122895

990PF • Fiscal year 2020 • EIN 06-6422458

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 29, 2021

Organization Profile
CO Cummings Lockwood Jrm BoxStamford, CT 06904

(203) 351-4343

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

88th percentile

49%

Higher net margin than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

-9.2%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$133,891

Up $12,735 (+11%) from 2019

Net Assets

$133,891

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin88th percentile

Revenue

Down

$26,011

Down $2,629 (-9.2%) from 2019

Expenses

Down

$13,275

Down $18,003 (-58%) from 2019

Net Income

Up

$12,736

Up $15,374 (+583%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$200K$150K$100K$50K$0Assets 2011: $125,216Liabilities 2011: $02011Assets 2012: $116,221Liabilities 2012: $02012Assets 2013: $115,139Liabilities 2013: $02013Assets 2014: $121,112Liabilities 2014: $02014Assets 2015: $129,817Liabilities 2015: $02015Assets 2019: $121,156Liabilities 2019: $02019Assets 2020: $133,891Liabilities 2020: $0Net Assets 2020: $133,8912020Assets 2021: $162,443Liabilities 2021: $0Net Assets 2021: $162,4432021Assets 2022: $134,490Liabilities 2022: $0Net Assets 2022: $134,4902022Assets 2023: $136,118Liabilities 2023: $0Net Assets 2023: $136,1182023Assets 2024: $138,700Liabilities 2024: $0Net Assets 2024: $138,7002024

Highlighted filing

2020

Assets$133,891
Liabilities$0
Net Assets$133,891
Open 2020 Filing

Operations Trend

Revenue Growth54th percentile

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

$100K$50K$0-$50KRevenue 2011: $10,215Expenses 2011: $15,826Net Income 2011: -$5,6112011Revenue 2012: $9,577Expenses 2012: $18,571Net Income 2012: -$8,9942012Revenue 2013: $12,680Expenses 2013: $13,763Net Income 2013: -$1,0832013Revenue 2014: $20,973Expenses 2014: $15,000Net Income 2014: $5,9732014Revenue 2015: $27,369Expenses 2015: $18,664Net Income 2015: $8,7052015Revenue 2019: $28,640Expenses 2019: $31,278Net Income 2019: -$2,6382019Revenue 2020: $26,011Expenses 2020: $13,275Net Income 2020: $12,7362020Revenue 2021: $83,914Expenses 2021: $55,362Net Income 2021: $28,5522021Revenue 2022: $29,401Expenses 2022: $57,354Net Income 2022: -$27,9532022Revenue 2023: $13,007Expenses 2023: $11,381Net Income 2023: $1,6262023Revenue 2024: $23,775Expenses 2024: $21,189Net Income 2024: $2,5862024

Highlighted filing

2020

Revenue$26,011
Expenses$13,275
Net Income$12,736
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 29, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR CORNELIUS JAMES BARTONTrustee-$0--
CAROLYN PATRICIA BARTONTrustee-$0--
KATHLEEN BARTON CONWAYTrustee-$0--
TERENCE BARTONTrustee-$0--
ILA BRIDGET BARTONTrustee-$0--
MICHAEL SCOTT BARTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Barton Foundation
EIN
06-6422458
Phone
2033514343
Address
CO CUMMINGS LOCKWOOD JRM BOX, STAMFORD, CT 06904

Signing Officer

Name
Dr Cornelius J Barton
Title
Trustee
Phone
2033514343
Signed
2021-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Cummings & Lockwood LLC
Address
PO Box 120, Stamford, CT 06904-0120
Preparer
Gail Robertino
Phone
2033271700
Raw XML Appendix343 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt281456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt050713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt150610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2144623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0146.328 shs Vanguard Index 500 Admiral Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1540.016 shs Vanguard Growth & Income Admiral Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2940.024 shs Vanguard Primecap Admiral Fund
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DR CORNELIUS JAMES BARTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLYN PATRICIA BARTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHLEEN BARTON CONWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TERENCE BARTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ILA BRIDGET BARTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MICHAEL SCOTT BARTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CUMMINGS LOCKWOOD LLC JRM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 120
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Stamford
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0069040120
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02033514343
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DR CORNELIUS JAMES BARTON
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CAROLYN PATRICIA BARTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0St Elmo Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1St Patricks Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Storm King School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1169 Black Rock Turnpike
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2214 Mountain Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Pearl River
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Redding Ridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cornwall Hudson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010965
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106876
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212520
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010318
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019335
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029921
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05666
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011538
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02895
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02895
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt069142
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02682
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019335
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029921
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05666
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011538
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02682
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt072037
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt069355
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Adjustment for rounding
TaxesSchedule/TaxesDetail/Amt0275
TaxesSchedule/TaxesDetail/CategoryTxt0U.S. Treasury, 2019 excise tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Dr Cornelius J Barton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02033514343
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0066422458
ReturnHeader/Filer/PhoneNum02033514343
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO CUMMINGS LOCKWOOD JRM BOX
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006904
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060312590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cummings & Lockwood LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stamford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0069040120
ReturnHeader/PreparerPersonGrp/PhoneNum02033271700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gail Robertino
ReturnHeader/ReturnTs02021-06-29T09:36:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dr
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cornelius J Barton
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,891
Liabilities
$0
Net assets
$133,891
Revenue
$26,011
Expenses
$13,275
Net income
$12,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.24$0.21$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.13$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.29$0.57$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.84$0.55$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.26$0.13$0.13
2019Summary only. Only limited summary data is available for this year.$1.21$0.00$0.29$0.31$0.03
2015Summary only. Only limited summary data is available for this year.$1.30$0.00$0.27$0.19$0.09
2014Summary only. Only limited summary data is available for this year.$1.21$0.00$0.21$0.15$0.06
2013Summary only. Only limited summary data is available for this year.$1.15$0.00$0.13$0.14$0.01
2012Summary only. Only limited summary data is available for this year.$1.16$0.00$0.10$0.19$0.09
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$0.10$0.16$0.06