Civic Intelligence

Dale E and Cheryl E Bartch Charitable Foundation Inc.

990PF • Fiscal year 2016 • EIN 20-4046341

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

27th percentile

-8.9%

Higher net margin than 27% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

32nd percentile

-6.7%

Faster asset growth than 32% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

275%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$71,893

Down $5,149 (-6.7%) from 2015

Net Assets

Down

$71,893

Down $5,149 (-6.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin27th percentile

Revenue

Up

$57,877

Up $42,448 (+275%) from 2015

Expenses

Up

$63,026

Up $17,535 (+39%) from 2015

Net Income

Up

-$5,149

Up $24,913 (+83%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2016

Assets$71,893
Liabilities$0
Net Assets$71,893
Open 2016 Filing

Operations Trend

Revenue Growth97th 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

2016

Revenue$57,877
Expenses$63,026
Net Income-$5,149
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
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
2016-11-11

Preparer

Firm
Haliday Bair & Hux Pa
Address
400 WEBSTER STREET, LEESBURG, FL 34748
Preparer
Alfred C Haliday Jr
Phone
3527873445
Raw XML Appendix307 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/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0503 N 13TH STREET AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LEESBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034748
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt03841
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0992966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0109927
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt038829
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026460
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026460
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01231046
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt056159
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0992966
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0109927
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt038829
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt056159
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01257506
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01201347
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHERYL E BARTCH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02900 W ORANGE AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt0SUITE 130
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0APOPKA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032703
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt049184
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt049140
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0DFA INVT DIMENSION DFQT.X
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-09-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt013880
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INDOOR TOY STORAGE LLC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INDOOR TOY STORAGE LLC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FEDERAL ESTIMATED TAX PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01332
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SUNTRUST BANK FEE REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1INSURANCE REFUND INDOOR TOY
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1309
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt093
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GENSPRING MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt093
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0CHERYL E BARTCH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02900 W ORANGE AVE SUITE 130
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0APOPKA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd032703
TaxesSchedule/TaxesDetail/Amt0123
TaxesSchedule/TaxesDetail/Amt1731
TaxesSchedule/TaxesDetail/Amt2731
TaxesSchedule/TaxesDetail/CategoryTxt0FLORIDA ANNUAL REPORT
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATED TAXES Y/E 6/30
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL INCOME TAXES Y/E 6/30/15
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL E BARTCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04078144866
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
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/PreparationDt02016-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED C HALIDAY JR
ReturnHeader/ReturnTs02016-11-14T12:10:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,893
Liabilities
$0
Net assets
$71,893
Revenue
$57,877
Expenses
$63,026
Net income
-$5,149
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits