Civic Intelligence

Bartram Trail Wilderness Trust

990EZ • Fiscal year 2022 • EIN 20-4720735

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 07, 2023

Organization Profilewww.blanchardandcalhoun.com/bartramtrail
4420 Evans To Locks RoadEvans, GA 30809

(706) 922-0903

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

32nd percentile

-8.9%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

33%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$274,003

Down $26,785 (-8.9%) from 2021

Net Assets

Down

$278,783

Down $22,005 (-7.3%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Up

$93,433

Up $23,260 (+33%) from 2021

Expenses

Up

$115,438

Up $30,554 (+36%) from 2021

Net Income

Down

-$22,005

Down $7,294 (-50%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$400K$300K$200K$100K$0Assets 2010: $73,726Liabilities 2010: $0Net Assets 2010: $73,7262010Assets 2011: $95,086Liabilities 2011: $0Net Assets 2011: $95,0862011Assets 2012: $128,583Liabilities 2012: $0Net Assets 2012: $128,5832012Assets 2013: $160,183Liabilities 2013: $0Net Assets 2013: $160,1832013Assets 2014: $220,270Liabilities 2014: $0Net Assets 2014: $220,2702014Assets 2015: $260,835Liabilities 2015: $0Net Assets 2015: $260,8352015Assets 2016: $311,597Liabilities 2016: $0Net Assets 2016: $311,5972016Assets 2017: $356,410Liabilities 2017: $0Net Assets 2017: $356,4102017Assets 2019: $1Liabilities 2019: $02019Assets 2020: $314,098Liabilities 2020: $02020Assets 2021: $300,788Net Assets 2021: $300,7882021Assets 2022: $274,003Net Assets 2022: $278,7832022Assets 2023: $216,543Liabilities 2023: $02023

Highlighted filing

2022

Assets$274,003
Liabilities-
Net Assets$278,783
Open 2022 Filing

Operations Trend

Revenue Growth66th percentile

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

$400K$200K$0-$200KExpenses 2010: $1,1592010Expenses 2011: $7222011Expenses 2012: $9512012Revenue 2013: $33,413Expenses 2013: $1,813Net Income 2013: $31,6002013Revenue 2014: $64,213Expenses 2014: $4,126Net Income 2014: $60,0872014Revenue 2015: $63,269Expenses 2015: $6,898Net Income 2015: $56,3712015Revenue 2016: $53,455Expenses 2016: $2,693Net Income 2016: $50,7622016Revenue 2017: $47,983Expenses 2017: $3,170Net Income 2017: $44,8132017Revenue 2019: $37,054Expenses 2019: $69,404Net Income 2019: -$32,3502019Revenue 2020: $361,774Expenses 2020: $121,614Net Income 2020: $240,1602020Revenue 2021: $70,173Expenses 2021: $84,884Net Income 2021: -$14,7112021Revenue 2022: $93,433Expenses 2022: $115,438Net Income 2022: -$22,0052022Revenue 2023: $48,951Expenses 2023: $106,411Net Income 2023: -$57,4602023

Highlighted filing

2022

Revenue$93,433
Expenses$115,438
Net Income-$22,005
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 7, 2023
Return Version
2022v4.1
Gross Receipts
$93,433
Mission and Program Overview

Mission

WILDERNESS TRUST

Preservation of common trail and park facilities

Program Services

DescriptionGrantsExpenses
PRESERVATION OF COMMON TRAIL AND PARK FACILITIES WITHIN THE BARTRAM TRAIL SUBDIVISION--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS LUNNONMember At LargePT$0--
DAUN GREEN MICHAELMember At LargePT$0--
WILLIAM E ROMEROMember At LargePT$0--
DONALD UMSTEADPresidentPT$0--
JENNIFER GILLAHANSecretaryPT$0--
PATRICK MULVEHILLSecretaryPT$0--
JAMES MERTZTreasurerPT$0--
CINDY BEATTYVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Bartram Trail Wilderness Trust
EIN
20-4720735
Phone
7069220903
Address
4420 EVANS TO LOCKS ROAD, EVANS, GA 30809

Signing Officer

Name
Jan Yu
Title
Director
Phone
7069220903
Signed
2023-03-07
Discuss with paid preparer
No

Preparer

Firm
Wright Mcleod Attorneys at Law
Address
4420 EVANS TO LOCKS RD, EVANS, GA 30809
Preparer
Whitney Griffin
Phone
7069228072
Raw XML Appendix126 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ASSOCIATION LINK
IRS990EZ/BooksInCareOfDetail/PhoneNum07069220903
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04420 EVANS TO LOCKS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EVANS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030809
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0300788
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0274003
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22005
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0300788
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0274003
IRS990EZ/GrossReceiptsAmt093433
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt093433
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0300788
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0278783
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0300788
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0274003
IRS990EZ/OccupancyRentUtltsAndMaintAmt0115438
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt78
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS LUNNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAUN GREEN MICHAEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM E ROMERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONALD UMSTEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER GILLAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PATRICK MULVEHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAMES MERTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CINDY BEATTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVATION OF COMMON TRAIL AND PARK FACILITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESERVATION OF COMMON TRAIL AND PARK FACILITIES WITHIN THE BARTRAM TRAIL SUBDIVISION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0115438
IRS990EZ/TotalRevenueAmt093433
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt093433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0361774
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037054
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057276
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0549537
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0549537
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt093433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0361774
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037054
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt057276
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0549537
IRS990ScheduleA/TotalSupportAmt0549537
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN YU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07069220903
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTRAM TRAIL WILDERNESS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0204720735
ReturnHeader/Filer/PhoneNum07069220903
ReturnHeader/Filer/USAddress/AddressLine1Txt04420 EVANS TO LOCKS ROAD
ReturnHeader/Filer/USAddress/CityNm0EVANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030809
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030416069
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WRIGHT MCLEOD ATTORNEYS AT LAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04420 EVANS TO LOCKS RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EVANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030809
ReturnHeader/PreparerPersonGrp/PhoneNum07069228072
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WHITNEY GRIFFIN
ReturnHeader/ReturnTs02023-03-09T15:19:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YU
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$274,003
Liabilities
-
Net assets
$278,783
Revenue
$93,433
Expenses
$115,438
Net income
-$22,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.17$0.00$0.49$1.06$0.57
2022Detailed filing. Detailed filing data is available for this year.$2.74$2.79$0.93$1.15$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.01$3.01$0.70$0.85$0.15
2020Summary only. Only limited summary data is available for this year.$3.14$0.00$3.62$1.22$2.40
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.37$0.69$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.48$0.03$0.45
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.53$0.03$0.51
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.63$0.07$0.56
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.64$0.04$0.60
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.33$0.02$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.01