Civic Intelligence

Jerrel and Janice Barto Family Foundation

EIN 20-5926220 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

6.0%

Higher net margin than 51% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

40th percentile

0.3%

Faster asset growth than 40% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

5.2%

Faster revenue growth than 44% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,483,858

Up $9,476 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,483,858

Up $9,476 (+0.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin51st percentile

Revenue

Up

$158,676

Up $7,839 (+5.2%) from 2023

Expenses

Down

$149,200

Down $33,225 (-18%) from 2023

Net Income

Up

$9,476

Up $41,064 (+130%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,848,779Liabilities 2011: $02011Assets 2012: $2,387,096Liabilities 2012: $02012Assets 2013: $2,332,682Liabilities 2013: $02013Assets 2014: $2,478,307Liabilities 2014: $02014Assets 2015: $2,548,897Liabilities 2015: $02015Assets 2017: $2,346,375Liabilities 2017: $0Net Assets 2017: $2,346,3752017Assets 2018: $3,598,150Liabilities 2018: $0Net Assets 2018: $3,598,1502018Assets 2019: $3,558,647Liabilities 2019: $0Net Assets 2019: $3,558,6472019Assets 2020: $2,156,761Liabilities 2020: $0Net Assets 2020: $2,156,7612020Assets 2021: $2,155,374Liabilities 2021: $0Net Assets 2021: $2,155,3742021Assets 2022: $3,505,970Liabilities 2022: $0Net Assets 2022: $3,505,9702022Assets 2023: $3,474,382Liabilities 2023: $0Net Assets 2023: $3,474,3822023Assets 2024: $3,483,858Liabilities 2024: $0Net Assets 2024: $3,483,8582024

Highlighted filing

2024

Assets$3,483,858
Liabilities$0
Net Assets$3,483,858
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $138,480Expenses 2011: $258,718Net Income 2011: -$120,2382011Revenue 2012: -$79,781Expenses 2012: $381,902Net Income 2012: -$461,6832012Revenue 2013: $121,271Expenses 2013: $175,685Net Income 2013: -$54,4142013Revenue 2014: $533,644Expenses 2014: $388,019Net Income 2014: $145,6252014Revenue 2015: $308,706Expenses 2015: $238,116Net Income 2015: $70,5902015Revenue 2017: $236,286Expenses 2017: $210,270Net Income 2017: $26,0162017Revenue 2018: $1,661,974Expenses 2018: $410,199Net Income 2018: $1,251,7752018Revenue 2019: $323,693Expenses 2019: $363,196Net Income 2019: -$39,5032019Revenue 2020: -$1,020,394Expenses 2020: $381,492Net Income 2020: -$1,401,8862020Revenue 2021: $130,538Expenses 2021: $131,925Net Income 2021: -$1,3872021Revenue 2022: $1,423,715Expenses 2022: $73,119Net Income 2022: $1,350,5962022Revenue 2023: $150,837Expenses 2023: $182,425Net Income 2023: -$31,5882023Revenue 2024: $158,676Expenses 2024: $149,200Net Income 2024: $9,4762024

Highlighted filing

2024

Revenue$158,676
Expenses$149,200
Net Income$9,476
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,483,858
Liabilities
$0
Net assets
$3,483,858
Revenue
$158,676
Expenses
$149,200
Net income
$9,476
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.16$0.15$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$0.15$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$1.42$0.07$1.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.13$0.13$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.02$0.38$1.40
2019Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.32$0.36$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$1.66$0.41$1.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.24$0.21$0.03
2015Summary only. Only limited summary data is available for this year.$2.55$0.00$0.31$0.24$0.07
2014Summary only. Only limited summary data is available for this year.$2.48$0.00$0.53$0.39$0.15
2013Summary only. Only limited summary data is available for this year.$2.33$0.00$0.12$0.18$0.05
2012Summary only. Only limited summary data is available for this year.$2.39$0.00$0.08$0.38$0.46
2011Summary only. Only limited summary data is available for this year.$2.85$0.00$0.14$0.26$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 18, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerrel BartoPres, Dir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
Jerrel and Janice Barto Family Foundation
EIN
20-5926220
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Jeffrey Ocheltree
Title
Treasurer
Phone
8008391754
Signed
2025-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix282 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02702 COMMERICIAL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115053 CROSSWIND DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23060 LONG BEACH BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANACORTES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290807
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0136000
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/AppliedToCurrentYearAmt0146900
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0273923
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0127023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0253158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0198241
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0127023
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt071218
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0253158
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0253158
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0146900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0324376
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0451399
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010875
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010875
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt02100
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2024
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2023
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey Ocheltree
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jerrel and Janice Barto Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JERR
ReturnHeader/Filer/EIN0205926220
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-08-21T13:11:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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