Civic Intelligence

Bartner Family Foundation Trust

EIN 13-7235081 • Jupiter, FL

601 Heritage Drive Suite 484Jupiter, FL 33458
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

26th percentile

-18%

Higher net margin than 26% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-60%

Faster asset growth than 18% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-49%

Faster revenue growth than 19% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$6,411

Down $9,481 (-60%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$6,411

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin26th percentile

Revenue

Down

$51,917

Down $49,636 (-49%) from 2023

Expenses

Down

$61,377

Down $39,837 (-39%) from 2023

Net Income

Down

-$9,460

Down $9,799 (-2891%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $291,130Liabilities 2011: $0Net Assets 2011: $291,1302011Assets 2012: $339,523Liabilities 2012: $0Net Assets 2012: $339,5232012Assets 2013: $283,358Liabilities 2013: $0Net Assets 2013: $283,3582013Assets 2014: $459,037Liabilities 2014: $0Net Assets 2014: $459,0372014Assets 2017: $92,573Liabilities 2017: $0Net Assets 2017: $92,5732017Assets 2019: $92,899Liabilities 2019: $0Net Assets 2019: $92,8992019Assets 2020: $104,561Liabilities 2020: $0Net Assets 2020: $104,5612020Assets 2021: $121,805Liabilities 2021: $12021Assets 2022: $15,553Liabilities 2022: $0Net Assets 2022: $15,5532022Assets 2023: $15,892Liabilities 2023: $12023Assets 2024: $6,411Liabilities 2024: $0Net Assets 2024: $6,4112024

Highlighted filing

2024

Assets$6,411
Liabilities$0
Net Assets$6,411
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2011: $311,9782011Expenses 2012: $249,4222012Revenue 2013: $119,656Expenses 2013: $175,821Net Income 2013: -$56,1652013Revenue 2014: $478,234Expenses 2014: $292,931Net Income 2014: $185,3032014Revenue 2017: $34,813Expenses 2017: $291,939Net Income 2017: -$257,1262017Revenue 2019: $170,612Expenses 2019: $167,413Net Income 2019: $3,1992019Revenue 2020: $304,877Expenses 2020: $293,215Net Income 2020: $11,6622020Revenue 2021: $296,489Expenses 2021: $278,803Net Income 2021: $17,6862021Revenue 2022: $205,844Expenses 2022: $312,094Net Income 2022: -$106,2502022Revenue 2023: $101,553Expenses 2023: $101,214Net Income 2023: $3392023Revenue 2024: $51,917Expenses 2024: $61,377Net Income 2024: -$9,4602024

Highlighted filing

2024

Revenue$51,917
Expenses$61,377
Net Income-$9,460
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$6,411
Liabilities
$0
Net assets
$6,411
Revenue
$51,917
Expenses
$61,377
Net income
-$9,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.52$0.61$0.09
2023Summary only. Only limited summary data is available for this year.$0.16$0.00$1.02$1.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$2.06$3.12$1.06
2021Summary only. Only limited summary data is available for this year.$1.22$0.00$2.96$2.79$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$3.05$2.93$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.71$1.67$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.35$2.92$2.57
2014Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$4.78$2.93$1.85
2013Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$1.20$1.76$0.56
2012Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$2.49
2011Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$3.12
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G BARTNERTrustee-$0--
BEVERLY D BARTNERTrustee-$0--
NICOLE BARTNERTrustee-$0--
JENNIFER INDECKTrustee-$0--
ARABELLA BARTNERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ENHANCE THE PERFORMING ARTSTAX-EXEMPTNEW YORK, NY, US$125,000
Paid Grant-CANCER RESEARCHTAX-EXEMPTSARASOTA, FL, US$120,000
Paid Grant-ENHANCE PERFORMING ARTSTAX-EXEMPTSARASOTA, FL, US$50,000
Paid Grant-ENHANCE THE PERFORMING ARTSTAX-EXEMPTSARASOTA, FL, US$15,000
Filing and Contact Details

Filer

Filer Name
Bartner Family Foundation Trust
EIN
13-7235081
Phone
2034334097
Address
601 HERITAGE DRIVE SUITE 484, JUPITER, FL 33458

Signing Officer

Name
Robert G Bartner
Title
Trustee
Phone
2034334097
Signed
2023-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Harry C Harrell Pllc
Address
655 WEST SR 50 SUITE 103, CLERMONT, FL 34711-2982
Preparer
Harry C Harrell CPA
Phone
3527086569
Raw XML Appendix305 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADJ BOY COST V. FMV BY (-442)
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT G BARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BEVERLY D BARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NICOLE BARTNER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ARABELLA BARTNER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1990 AVENUE OF THE ARTS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0UNIT 1503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1UNIT 1503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARASOTA
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PETER D INDECK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006405
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06178725492
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1BEVERLY M BARTNER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ENHANCE THE PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CANCER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ENHANCE PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ENHANCE THE PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE METROPOLITAN OPERA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SARASOTA MEMORIAL HEALTHCARE FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ASOLO REPERTORY THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SARASOTA ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0LINCOLN CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11515 S OSPREY AVE 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25555 N TAMIAMI TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3709 N TAMIAMI TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134239
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0310000
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/AppliedToCurrentYearAmt03393
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0269156
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0285269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0160330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0334500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0278633
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0278633
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01355862
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0306607
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0269156
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0285269
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0160330
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0334500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0310000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0306607
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01634495
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01327888
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02021 TAX PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt088
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt088
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16
TaxesSchedule/TaxesDetail/Amt0533
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT EARNING
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0533
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G BARTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02034334097
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTNER FAMILY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0137235081
ReturnHeader/Filer/PhoneNum02034334097
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 HERITAGE DRIVE SUITE 484
ReturnHeader/Filer/USAddress/CityNm0JUPITER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033458
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455302042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRY C HARRELL PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0655 WEST SR 50 SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLERMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0347112982
ReturnHeader/PreparerPersonGrp/PhoneNum03527086569
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY C HARRELL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-29T14:13:13-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARTNER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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