Civic Intelligence

Dale E and Cheryl E Bartch Charitable Foundation Inc.

990PF • Fiscal year 2015 • EIN 20-4046341

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

Organization Profile
2900 W Orange Ave 130Apopka, FL 32703

(407) 814-4866

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

4th percentile

-195%

Higher net margin than 4% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

14th percentile

-28%

Faster asset growth than 14% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-98%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$77,042

Down $30,062 (-28%) from 2014

Net Assets

Down

$77,042

Down $30,062 (-28%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$15,429

Down $881,438 (-98%) from 2014

Expenses

Down

$45,491

Down $979,338 (-96%) from 2014

Net Income

Up

-$30,062

Up $97,900 (+77%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$1.0M$500K$0Assets 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

2015

Assets$77,042
Liabilities$0
Net Assets$77,042
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 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

2015

Revenue$15,429
Expenses$45,491
Net Income-$30,062
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERYL E BARTCHPresidentPT$0--
KRISTEN L BARTCH-KNIGHTSecr-TreasPT$0--
ALFRED C HALIDAY JRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dale E and Cheryl E Bartch
EIN
20-4046341
Phone
4078144866
Address
2900 W ORANGE AVE 130, APOPKA, FL 32703

Signing Officer

Name
Cheryl E Bartch
Title
President
Phone
4078144866
Signed
2015-11-10

Preparer

Firm
Haliday Bair & Hux Pa
Address
400 WEBSTER STREET, LEESBURG, FL 34748
Preparer
Alfred C Haliday Jr
Phone
3527873445
Raw XML Appendix291 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT 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.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT OF FOSTERED CHILDREN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DETROIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WINTER PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LEESBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232789
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334748
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037850
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/AppliedToCurrentYearAmt04699
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0992966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0109927
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt038829
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0109901
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0109901
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01201347
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt033165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0992966
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0109927
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt038829
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026460
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037864
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt033165
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01311248
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01278083
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05553
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INDOOR TOY STORAGE LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt013880
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt013880
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INDOOR TOY STORAGE LLC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3UNITED STATES POSTAL SERVICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04949
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt128
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0511
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GENSPRING MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INDOOR TOY STORAGE LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0511
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL E BARTCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04078144866
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALE E AND CHERYL E BARTCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DALE
ReturnHeader/Filer/EIN0204046341
ReturnHeader/Filer/PhoneNum04078144866
ReturnHeader/Filer/USAddress/AddressLine1Txt02900 W ORANGE AVE 130
ReturnHeader/Filer/USAddress/CityNm0APOPKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032703
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591874580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALIDAY BAIR & HUX PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 WEBSTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEESBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034748
ReturnHeader/PreparerPersonGrp/PhoneNum03527873445
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED C HALIDAY JR
ReturnHeader/ReturnTs02015-11-12T15:07:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,042
Liabilities
$0
Net assets
$77,042
Revenue
$15,429
Expenses
$45,491
Net income
-$30,062
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