Civic Intelligence

Dale E and Cheryl E Bartch Charitable Foundation Inc.

990PF • Fiscal year 2011 • EIN 20-4046341

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 07, 2011

PO Box 49332756-0493
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$78,730

No earlier filing loaded for comparison.

Net Assets

$78,730

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$70,884

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.

$1.0M$500K$0Assets 2011: $78,730Liabilities 2011: $0Net Assets 2011: $78,7302011Assets 2012: $183,840Liabilities 2012: $0Net Assets 2012: $183,8402012Assets 2013: $235,066Liabilities 2013: $0Net Assets 2013: $235,0662013Assets 2014: $107,104Liabilities 2014: $0Net Assets 2014: $107,1042014Assets 2015: $77,042Liabilities 2015: $0Net Assets 2015: $77,0422015Assets 2016: $71,893Liabilities 2016: $0Net Assets 2016: $71,8932016Assets 2017: $71,423Liabilities 2017: $0Net Assets 2017: $71,4232017Assets 2018: $71,551Liabilities 2018: $0Net Assets 2018: $71,5512018Assets 2019: $71,976Liabilities 2019: $0Net Assets 2019: $71,9762019Assets 2020: $72,158Liabilities 2020: $0Net Assets 2020: $72,1582020Assets 2021: $655,485Liabilities 2021: $0Net Assets 2021: $655,4852021Assets 2022: $599,389Liabilities 2022: $0Net Assets 2022: $599,3892022Assets 2023: $580,585Liabilities 2023: $0Net Assets 2023: $580,5852023Assets 2025: $864,413Liabilities 2025: $0Net Assets 2025: $864,4132025

Highlighted filing

2011

Assets$78,730
Liabilities$0
Net Assets$78,730

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $70,8842011Expenses 2012: $105,3512012Expenses 2013: $173,6372013Revenue 2014: $896,867Expenses 2014: $1,024,829Net Income 2014: -$127,9622014Revenue 2015: $15,429Expenses 2015: $45,491Net Income 2015: -$30,0622015Revenue 2016: $57,877Expenses 2016: $63,026Net Income 2016: -$5,1492016Revenue 2017: $107Expenses 2017: $577Net Income 2017: -$4702017Revenue 2018: $191Expenses 2018: $63Net Income 2018: $1282018Revenue 2019: $534Expenses 2019: $109Net Income 2019: $4252019Revenue 2020: $254Expenses 2020: $72Net Income 2020: $1822020Revenue 2021: $591,226Expenses 2021: $7,899Net Income 2021: $583,3272021Revenue 2022: $6,683Expenses 2022: $62,779Net Income 2022: -$56,0962022Revenue 2023: $12,971Expenses 2023: $31,775Net Income 2023: -$18,8042023Revenue 2025: $42,281Expenses 2025: $64,591Net Income 2025: -$22,3102025

Highlighted filing

2011

Revenue-
Expenses$70,884
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 7, 2011
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE E BARTCHPresidentPT$0--
CHERYL E BARTCHV PresidentPT$0--
KRISTEN L BARTCH-KNIGHTSecr-TreasPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLEESBURG FOOD BANK INCFOOD FOR THE NEEDY501(C)(3)LEESBURG, FL, US$30,000
Paid GrantLAKE CHILDREN'S ADVOCACYCHILD COUNSELING AND TEMP SHELTER501(C)(3)LEESBURG, FL, US$500
Paid GrantCORNERSTONE HOSPICEEND OF LIFE CARE501(C)(3)TAVARES, FL, US$250
Paid GrantAMERICAN INST FOR CANCERCANCER RESEARCH501(C)(3)WASHINGTON, DC, US$100
Paid GrantAMERICAN DIABETES ASSOCDIABETES RESEARCH501(C)(3)ALEXANDRIA, VA, US$100
Filing and Contact Details

Filer

EIN
20-4046341
Raw XML Appendix303 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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CompensationExplanation/Compensation/PersonName1CHERYL E BARTCH
CompensationExplanation/Compensation/PersonName2KRISTEN L BARTCH-KNIGHT
ExplnOfNonFilingWithAGStmt/Statement0FLORIDA ATTORNEY GENERAL DOES NOT REQUIRE COPY
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets05763
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1V PRESIDENT
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0GRANT APPLICATION GUIDELINES ATTACHED POST-SECONDARY EDUCATION SCHOLARSHIPS FOR DESERVING, NEEDY STUDENTS. THE CRITERIA FOR DEFINING DESERVING AND NEEDY SHALL BE DETERMINED BY THE BOARD OF DIRECTORS OF THE FOUNDATION. THE FIVE PAGE SCHOLARSHIP APPLICATION WITH SUBMISSION INSTRUCTIONS IS ATTACHED.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0CHERYL E BARTCH
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NO REQUESTS BY TELEPHONE ACCEPTED. ALL APPLICATIONS MUST BE SUBMITTED BY MAIL. NO RESTRICTIONS TO KINDS OF INSTITUTIONS AS LONG AS INSTITUTION QUALIFIES AS TAX EXEMPT ORGANIZATION. SCHOLARSHIP APPLICANTS ARE LIMITED POST-SECONDARY EDUCATION ONLY. THE PURPOSE AND AMOUNT WILL BE DEPENDENT UPON NEED AND WILL BE DETERMINED ON A CASE-BY-CASE BASIS. THE FOUNDATION WILL NOT AWARD EDUCATIONAL LOANS.
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IRS990PF/SupplementaryInformation/ContributingManager0DALE E AND CHERYL E BARTCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount430000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHILD COUNSELING AND TEMP SHELTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CANCER RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2END OF LIFE CARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3DIABETES RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4FOOD FOR THE NEEDY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10LAKE CHILDREN'S ADVOCACY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11AMERICAN INST FOR CANCER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CORNERSTONE HOSPICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13AMERICAN DIABETES ASSOC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14LEESBURG FOOD BANK INC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2TAVARES
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4FL
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IRS990PF/UndistributedIncome/ExcessFromYear10109901
IRS990PF/UndistributedIncome/ExcessFromYear20110080
IRS990PF/UndistributedIncome/ExcessFromYear30153815
IRS990PF/UndistributedIncome/ExcessFromYear4073441
IRS990PF/UndistributedIncome/QualifyingDistributions030970
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus026460
IRS990PF/UndistributedIncome/TotalCorpus0473697
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0447237
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue02406
OtherAssetsSchedule/OtherAssets/Description0INDOOR TOY STORAGE LLC
OtherAssetsSchedule/OtherAssets/EOYBookValue05763
OtherAssetsSchedule/OtherAssets/EOYFMV05763
OtherExpensesSchedule/OtherExpenses/Description0INDOOR TOY STORAGE LLC
OtherExpensesSchedule/OtherExpenses/Description1SECURITY SYSTEM
OtherExpensesSchedule/OtherExpenses/Description2BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpenses/Description3TELEPHONE
OtherExpensesSchedule/OtherExpenses/Description4ADVERTISING
OtherExpensesSchedule/OtherExpenses/Description5EXPENSES
OtherExpensesSchedule/OtherExpenses/Description6POSTAGE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps020
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome020
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11804
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21628
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3721
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks440
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount014587
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INDOOR TOY STORAGE LLC
TaxesSchedule/Taxes/Amount061
TaxesSchedule/Taxes/Category0FLORIDA ANNUAL REPORT
TaxesSchedule/Taxes/NetInvestmentIncome061
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0204046341
ReturnHeader/Filer/Name/BusinessNameLine10DALE E AND CHERYL E BARTCH
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE FOUNDATION INC
ReturnHeader/Filer/NameControl0DALE
ReturnHeader/Filer/Phone03527870002
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 493
ReturnHeader/Filer/USAddress/City0MT DORA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0327560493
ReturnHeader/Officer/DateSigned02011-11-07
ReturnHeader/Officer/Name0CHERYL E BARTCH
ReturnHeader/Officer/Phone03527870002
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02011-11-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HALIDAY BAIR & HUX PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10400 WEBSTER STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LEESBURG
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode034748
ReturnHeader/Preparer/Name0ALFRED C HALIDAY JR
ReturnHeader/Preparer/Phone03527873445
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-11-15T09:25:17-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.04$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.01$0.03$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.01$0.06$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.59$0.01$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.00$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.06$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.02$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.90$1.02$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.17
2012Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.11
2011Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.07