Civic Intelligence

The Barton School Foundation

990EZ • Fiscal year 2024 • EIN 20-4885206

Aug 01, 2023 to Jul 31, 2024 • Filed on Nov 26, 2024

4237 Colfax Avenue SouthMinneapolis, MN 55409

(612) 668-3580

Siviq Scores

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

Liabilities / Assets

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-19%

Higher net margin than 20% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-17%

Faster asset growth than 26% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$68,553

Down $14,133 (-17%) from 2023

Net Assets

Down

$62,415

Down $14,133 (-18%) from 2023

Liabilities

Flat

$6,138

Flat from 2023

Revenue

Up

$46,521

Up $6,262 (+16%) from 2023

Expenses

Up

$55,236

Up $20,814 (+60%) from 2023

Net Income

Down

-$8,715

Down $14,552 (-249%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $132,126Liabilities 2011: $02011Assets 2012: $131,202Liabilities 2012: $02012Assets 2013: $112,721Liabilities 2013: $02013Assets 2014: $113,851Liabilities 2014: $0Net Assets 2014: $113,8512014Assets 2015: $125,775Liabilities 2015: $0Net Assets 2015: $125,7752015Assets 2016: $115,772Liabilities 2016: $16,862Net Assets 2016: $98,9102016Assets 2017: $116,500Liabilities 2017: $10,796Net Assets 2017: $105,7042017Assets 2018: $137,936Liabilities 2018: $7,750Net Assets 2018: $130,1862018Assets 2019: $116,806Liabilities 2019: $8,801Net Assets 2019: $108,0052019Assets 2020: $96,315Liabilities 2020: $7,805Net Assets 2020: $88,5102020Assets 2021: $70,634Liabilities 2021: $8,334Net Assets 2021: $62,3002021Assets 2022: $76,849Liabilities 2022: $6,138Net Assets 2022: $70,7112022Assets 2023: $82,686Liabilities 2023: $6,138Net Assets 2023: $76,5482023Assets 2024: $68,553Liabilities 2024: $6,138Net Assets 2024: $62,4152024Assets 2025: $33,309Liabilities 2025: $6,138Net Assets 2025: $27,1712025

Highlighted filing

2024

Assets$68,553
Liabilities$6,138
Net Assets$62,415

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $133,560Expenses 2011: $146,804Net Income 2011: -$13,2442011Revenue 2012: $125,689Expenses 2012: $126,613Net Income 2012: -$9242012Revenue 2013: $105,439Expenses 2013: $116,224Net Income 2013: -$10,7852013Revenue 2014: $118,684Expenses 2014: $124,496Net Income 2014: -$5,8122014Revenue 2015: $116,521Expenses 2015: $104,597Net Income 2015: $11,9242015Revenue 2016: $93,156Expenses 2016: $69,575Net Income 2016: $23,5812016Revenue 2017: $95,144Expenses 2017: $88,350Net Income 2017: $6,7942017Revenue 2018: $96,960Expenses 2018: $72,478Net Income 2018: $24,4822018Revenue 2019: $77,211Expenses 2019: $99,392Net Income 2019: -$22,1812019Revenue 2020: $59,930Expenses 2020: $79,425Net Income 2020: -$19,4952020Revenue 2021: $24,535Expenses 2021: $50,745Net Income 2021: -$26,2102021Revenue 2022: $18,500Expenses 2022: $12,089Net Income 2022: $6,4112022Revenue 2023: $40,259Expenses 2023: $34,422Net Income 2023: $5,8372023Revenue 2024: $46,521Expenses 2024: $55,236Net Income 2024: -$8,7152024Revenue 2025: $75,259Expenses 2025: $110,503Net Income 2025: -$35,2442025

Highlighted filing

2024

Revenue$46,521
Expenses$55,236
Net Income-$8,715
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Nov 26, 2024
Return Version
2023v5.0
Gross Receipts
$76,482
Mission and Program Overview

Mission

The purpose of the organization is to provide financial support for the mission of Clara Barton Open School in Minneapolis, Minnesota.

Program Services

DescriptionGrantsExpenses
NECESSARY SUPPLIES: FUNDED SCHOOL SUPPLIES TO ENSURE ALL STUDENTS HAVE ACCESS TO THE TOOLS THEY NEED FOR LEARNING. EQUITABLE ACCESS AND OPPORTUNITIES: FUNDED INDIVIDUAL AND SMALL GROUP INTERVENTIONS FOR STRUGGLING STUDENTS. OUTSIDE PROGRAMMING: CONTINUING A LONG TRADITION, THE FOUNDATION FUNDED PROGRAMMING FORM THE MIDWEST FOOD CONNECTION (MFC), WHICH GIVES STUDENTS HANDSON EXPERIENCE WITH GROWING, PREPARING, AND EATING NUTRITIOUS FOOD.-$42,365
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOGAN ADAMSChair-$0--
BENJAMIN ROBERTSTreasurer-$0--
CHRISTINE BRODERSecretary-$0--
FAITH CABLE KUMONBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Plant Sale$53,738$53,738$29,961$23,777
Total Events$53,738$53,738$29,961$23,777
Filing and Contact Details

Filer

Filer Name
Barton School Foundation
EIN
20-4885206
Phone
6126683580
Address
4237 COLFAX AVENUE SOUTH, MINNEAPOLIS, MN 55409

Signing Officer

Name
Logan Adams
Title
Chair
Phone
6126683580
Signed
2024-11-26

Preparer

Firm
Cummings Keegan & Co Pllp
Address
600 HIGHWAY 169 S STE 1400, SAINT LOUIS PARK, MN 55426-1218
Preparer
Jennifer Gostovic
Phone
9523452500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses business registration fee 9,099 program costs 42,365 technology 346 operational costs 1,650 supplies 746 fundraising expenses 520 miscellaneous exp 510 total 55,236

Form 990-ez, Part I, Line 20

Prior period adjustments -5,418

Form 990-ez, Part II, Line 26

Custodial funds 6,138 6,138

Form 990-ez, Part III

The purpose of the organization is to provide financial support for the mission of clara barton open school in minneapolis, minnesota.

Form 990-ez, Part III, Line 28

Necessary supplies: funded school supplies to ensure all students have access to the tools they need for learning. Equitable access and opportunities: funded individual and small group interventions for struggling students. Outside programming: continuing a long tradition, the foundation funded programming form the midwest food connection (mfc), which gives students handson experience with growing, preparing, and eating nutritious food.

Raw XML Appendix165 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BUSINESS REGISTRATION FEE 9,099 PROGRAM COSTS 42,365 TECHNOLOGY 346 OPERATIONAL COSTS 1,650 SUPPLIES 746 FUNDRAISING EXPENSES 520 MISCELLANEOUS EXP 510 TOTAL 55,236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENTS -5,418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CUSTODIAL FUNDS 6,138 6,138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF CLARA BARTON OPEN SCHOOL IN MINNEAPOLIS, MINNESOTA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NECESSARY SUPPLIES: FUNDED SCHOOL SUPPLIES TO ENSURE ALL STUDENTS HAVE ACCESS TO THE TOOLS THEY NEED FOR LEARNING. EQUITABLE ACCESS AND OPPORTUNITIES: FUNDED INDIVIDUAL AND SMALL GROUP INTERVENTIONS FOR STRUGGLING STUDENTS. OUTSIDE PROGRAMMING: CONTINUING A LONG TRADITION, THE FOUNDATION FUNDED PROGRAMMING FORM THE MIDWEST FOOD CONNECTION (MFC), WHICH GIVES STUDENTS HANDSON EXPERIENCE WITH GROWING, PREPARING, AND EATING NUTRITIOUS FOOD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LOGAN ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06126683580
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTON SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0204885206
ReturnHeader/Filer/PhoneNum06126683580
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUMMINGS KEEGAN & CO PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 HIGHWAY 169 S STE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT LOUIS PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554261218
ReturnHeader/PreparerPersonGrp/PhoneNum09523452500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER GOSTOVIC
ReturnHeader/ReturnTs02024-12-13T10:07:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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.$0.33$0.06$0.27$0.75$1.11$0.35
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.06$0.62$0.47$0.55$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.06$0.77$0.40$0.34$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.06$0.71$0.19$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.08$0.62$0.25$0.51$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.08$0.89$0.60$0.79$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.09$1.08$0.77$0.99$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.08$1.30$0.97$0.72$0.24
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.11$1.06$0.95$0.88$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.17$0.99$0.93$0.70$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.17$1.05$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.19$1.24$0.06
2013Summary only. Only limited summary data is available for this year.$1.13$0.00$1.05$1.16$0.11
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$1.26$1.27$0.01
2011Summary only. Only limited summary data is available for this year.$1.32$0.00$1.34$1.47$0.13