Civic Intelligence

Carolyn Rice Bartlett Charitable Foundation

990PF • Fiscal year 2023 • EIN 20-5824614

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 02, 2024

Organization Profile
6 Scott CrescentAustin, TX 78703

(512) 477-7470

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

38th percentile

-2.2%

Higher net margin than 38% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

42nd percentile

0.1%

Faster asset growth than 42% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2021 to 2023

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$1,373,197

Flat from 2023

Net Assets

$1,373,197

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin38th percentile

Revenue

Flat

$52,180

Flat from 2023

Expenses

Flat

$53,345

Flat from 2023

Net Income

Flat

-$1,165

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,803,510Liabilities 2011: $02011Assets 2012: $1,806,994Liabilities 2012: $02012Assets 2013: $1,702,000Liabilities 2013: $02013Assets 2014: $1,719,554Liabilities 2014: $02014Assets 2015: $1,721,917Liabilities 2015: $02015Assets 2019: $1,365,144Liabilities 2019: $02019Assets 2020: $1,366,341Liabilities 2020: $0Net Assets 2020: $1,366,3412020Assets 2021: $1,370,793Liabilities 2021: $12021Assets 2023: $1,373,197Liabilities 2023: $0Net Assets 2023: $1,373,1972023Assets 2023: $1,373,197Liabilities 2023: $12023Assets 2024: $1,368,597Liabilities 2024: $0Net Assets 2024: $1,368,5972024

Highlighted filing

2023

Assets$1,373,197
Liabilities$0
Net Assets$1,373,197
Open 2023 Filing

Operations Trend

Revenue Growth24th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $103,168Expenses 2011: $88,100Net Income 2011: $15,0682011Revenue 2012: $94,334Expenses 2012: $90,050Net Income 2012: $4,2842012Revenue 2013: $93,240Expenses 2013: $78,650Net Income 2013: $14,5902013Revenue 2014: $93,240Expenses 2014: $75,686Net Income 2014: $17,5542014Revenue 2015: $81,852Expenses 2015: $79,489Net Income 2015: $2,3632015Revenue 2019: $50,899Expenses 2019: $67,680Net Income 2019: -$16,7812019Revenue 2020: $68,001Expenses 2020: $66,804Net Income 2020: $1,1972020Revenue 2021: $69,219Expenses 2021: $64,767Net Income 2021: $4,4522021Revenue 2023: $52,180Expenses 2023: $53,345Net Income 2023: -$1,1652023Revenue 2023: $52,180Expenses 2023: $53,345Net Income 2023: -$1,1652023Revenue 2024: $54,400Expenses 2024: $59,000Net Income 2024: -$4,6002024

Highlighted filing

2023

Revenue$52,180
Expenses$53,345
Net Income-$1,165
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 2, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN BARTLETTTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Carolyn Bartlett Charitable Foundation
EIN
20-5824614
Phone
5124777470
Address
6 SCOTT CRESCENT, AUSTIN, TX 78703

Signing Officer

Name
Carolyn Bartlett
Title
Trustee
Phone
5124777470
Signed
2024-09-02
Discuss with paid preparer
No

Preparer

Firm
John Andrew Croom Iii Pc
Address
5003 CRESTWAY DR, AUSTIN, TX 78731
Preparer
John a Croom
Phone
5124782984
Raw XML Appendix285 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04008
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt059908
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt061000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt060935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt060935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0286480
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt048092
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt059908
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt061000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060682
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt048092
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0347415
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0299323
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01249012
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ANNUITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01347822
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01347822
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LINCOLN FINANCIAL ANNUITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NATIONAL WESTERN
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MASS MUTUAL ASCEND LIFE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt012388
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt135718
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt24074
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012388
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt135718
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt24074
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN BARTLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05124777470
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLYN BARTLETT CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0205824614
ReturnHeader/Filer/PhoneNum05124777470
ReturnHeader/Filer/USAddress/AddressLine1Txt06 SCOTT CRESCENT
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078703
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742782998
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN ANDREW CROOM III PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05003 CRESTWAY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078731
ReturnHeader/PreparerPersonGrp/PhoneNum05124782984
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A CROOM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-02T09:16:56-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,373,197
Liabilities
$0
Net assets
$1,373,197
Revenue
$52,180
Expenses
$53,345
Net income
-$1,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.05$0.06$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.05$0.05$0.00
2023Summary only. Only limited summary data is available for this year.$1.37$0.00$0.05$0.05$0.00
2021Summary only. Only limited summary data is available for this year.$1.37$0.00$0.07$0.06$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.07$0.07$0.00
2019Summary only. Only limited summary data is available for this year.$1.37$0.00$0.05$0.07$0.02
2015Summary only. Only limited summary data is available for this year.$1.72$0.00$0.08$0.08$0.00
2014Summary only. Only limited summary data is available for this year.$1.72$0.00$0.09$0.08$0.02
2013Summary only. Only limited summary data is available for this year.$1.70$0.00$0.09$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$0.09$0.09$0.00
2011Summary only. Only limited summary data is available for this year.$1.80$0.00$0.10$0.09$0.02