Civic Intelligence

Bartner Family Foundation Trust

990PF • Fiscal year 2018 • EIN 13-7235081

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 03, 2019

Organization Profile
601 Heritage Drive Suite 484Jupiter, FL 33458

(203) 433-4097

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

40th percentile

-0.9%

Higher net margin than 40% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

39th percentile

-3.1%

Faster asset growth than 39% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

874%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$89,689

Down $2,884 (-3.1%) from 2017

Net Assets

Down

$89,689

Down $2,884 (-3.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin40th percentile

Revenue

Up

$338,954

Up $304,141 (+874%) from 2017

Expenses

Up

$341,838

Up $49,899 (+17%) from 2017

Net Income

Up

-$2,884

Up $254,242 (+99%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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 2018: $89,689Liabilities 2018: $0Net Assets 2018: $89,6892018Assets 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

2018

Assets$89,689
Liabilities$0
Net Assets$89,689
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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 2018: $338,954Expenses 2018: $341,838Net Income 2018: -$2,8842018Revenue 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

2018

Revenue$338,954
Expenses$341,838
Net Income-$2,884
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 3, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G BARTNERTrustee-$0--
BEVERLY D BARTNERTrustee-$0--
NICOLE BARTNERTrustee-$0--
JENNIFER INDECKTrustee-$0--
ARABELLA HIGGINSTrustee-$0--
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
2019-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Harry C Harrell Pllc
Address
655 W HIGHWAY 50 STE 103, CLERMONT, FL 34711
Preparer
Harry C Harrell CPA
Phone
3527086569
Raw XML Appendix325 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT G BARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BEVERLY D BARTNER
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006405
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02034334097
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT G BARTNER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1BEVERLY M BARTNER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt065000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1224300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ENHANCE PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ENHANCE THE PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ASOLO REPERTORY THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1THE METROPOLITAN OPERA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2RINGLING COLLEGE OF ART DESIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05555 N TAMIAMI TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1LINCOLN CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22700 N TAMIAMI TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234234
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0339300
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0278633
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0435825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0484214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0288356
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0156384
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0156384
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01826328
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0339300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0278633
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0435825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0484214
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0288356
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0339300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0339300
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01982712
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01643412
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0573
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0573
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD ON DIVIDEND
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ON INVESTMENT EARNING
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G BARTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02034334097
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId03463E68EFC3DD1CEDBC57F252CB51968095CE9FB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03463E68EFC3DD1CEDBC57F252CB51968095CE9FB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.189.99.155
ReturnHeader/FilingSecurityInformation/IPDt02019-10-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:21:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455302042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRY C HARRELL PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0655 W HIGHWAY 50 STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLERMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034711
ReturnHeader/PreparerPersonGrp/PhoneNum03527086569
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY C HARRELL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-12T13:21:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,689
Liabilities
$0
Net assets
$89,689
Revenue
$338,954
Expenses
$341,838
Net income
-$2,884
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
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$3.39$3.42$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