Civic Intelligence

Bartner Family Foundation Trust

990PF • Fiscal year 2012 • EIN 13-7235081

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 09, 2013

601 Heritage Suite 48433458
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$339,523

Up $48,393 (+17%) from 2011

Net Assets

Up

$339,523

Up $48,393 (+17%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$249,422

Down $62,556 (-20%) from 2011

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.

$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

2012

Assets$339,523
Liabilities$0
Net Assets$339,523

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$249,422
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 9, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert G BartnerTrustee-$0--
Beverly DN BartnerTrustee-$0--
Nicole BartnerTrustee-$0--
Jennifer IndeckTrustee-$0--
Arabella HigginsTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantThe Metropolitan OperaTo support the advancement and education of the artsExempt organizationNew York, NY, US$134,930
Paid GrantSarasota Memorial Healthcare FoundationMedical studiesExempt organizationSarasota, FL, US$50,000
Paid GrantAsolo TheaterTo support the advancement and education of the artsExempt organizationSarasota, FL, US$40,000
Paid GrantRingling College of Art and DesignTo support the advancement and education of the arts.Exempt organizationSarasota, FL, US$10,000
Paid GrantLincoln Center for the Performing ArtsTo support the advancement and education of the artsExempt organizationNew York, NY, US$9,400
Paid GrantHermitage ArtistsGeneral operating fundExempt organizationEnglewood, FL, US$1,000
Paid GrantRingling College Library AssociationTo support the advancement and education of the arts.Exempt organizationSarasota, FL, US$750
Filing and Contact Details

Filer

EIN
13-7235081
Raw XML AppendixShowing 400 of 461 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/PersonName0Robert G Bartner
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Beverly DN Bartner
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Nicole Bartner
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Jennifer Indeck
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Arabella Higgins
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0Investment activities are used to generate additional funds for charitable purposes.
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0Peter Indeck
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10601 Heritage Dr Ste 484
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IRS990PF/SupplementaryInformation/ContributingManager0Robert G Bartner
IRS990PF/SupplementaryInformation/ContributingManager1Beverly DN Bartner
IRS990PF/SupplementaryInformation/ContributingManager2Nicole Bartner
IRS990PF/SupplementaryInformation/ContributingManager3Jennifer Indeck
IRS990PF/SupplementaryInformation/ContributingManager4Arabella Higgins
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0To support the advancement and education of the arts
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1General operating fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2To support the advancement and education of the arts
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Medical studies
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4To support the advancement and education of the arts
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5To support the advancement and education of the arts.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6To support the advancement and education of the arts.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Asolo Theater
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Hermitage Artists
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Lincoln Center for the Performing Arts
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Sarasota Memorial Healthcare Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14The Metropolitan Opera
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15Ringling College of Art and Design
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16Ringling College Library Association
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine105555 North Tamiami Trail
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine116660 Mansota Key Rd Englewood FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1270 Lincoln Center Plaza
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131515 South Osprey Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14Lincoln Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine152700 North Tamiami Trail
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16777 NTamiami Trail
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IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/UndistributedIncome/AppliedToCurrentYear016838
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IRS990PF/UndistributedIncome/ExcessFromCurrentYear0231107
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