Civic Intelligence

Courtney Ann Bartos Memorial Fund Inc

EIN 26-0751808 • 501(c)3 • Hadley, MA

Profile

Providing assistance to students with special needs

217 Russell StHadley, MA 01035

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

55th percentile

0.1%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

38%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$14,435

Up $537 (+3.9%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$14,435

Up $537 (+3.9%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$11

Up $7 (+175%) from 2022

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$40K$30K$20K$10K$0Assets 2011: $26,510Net Assets 2011: $26,5102011Assets 2012: $25,737Net Assets 2012: $25,7372012Assets 2013: $27,487Net Assets 2013: $27,4872013Assets 2014: $28,712Net Assets 2014: $28,7122014Assets 2015: $32,538Net Assets 2015: $32,5382015Assets 2016: $16,503Net Assets 2016: $16,5032016Assets 2017: $16,086Net Assets 2017: $16,0862017Assets 2018: $15,565Net Assets 2018: $15,5652018Assets 2019: $15,040Net Assets 2019: $15,0402019Assets 2020: $14,711Net Assets 2020: $14,7112020Assets 2021: $14,304Net Assets 2021: $14,3042021Assets 2022: $13,898Net Assets 2022: $13,8982022Assets 2025: $14,435Net Assets 2025: $14,4352025

Highlighted filing

2025

Assets$14,435
Liabilities-
Net Assets$14,435
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2011: $6,278Expenses 2011: $2,568Net Income 2011: $3,7102011Revenue 2012: $6,204Expenses 2012: $6,977Net Income 2012: -$7732012Revenue 2013: $3,830Expenses 2013: $2,080Net Income 2013: $1,7502013Revenue 2014: $6,260Expenses 2014: $5,035Net Income 2014: $1,2252014Revenue 2015: $4,912Expenses 2015: $1,086Net Income 2015: $3,8262015Expenses 2016: $16,0352016Revenue 2017: $8Expenses 2017: $425Net Income 2017: -$4172017Revenue 2018: $9Expenses 2018: $530Net Income 2018: -$5212018Expenses 2019: $5252019Revenue 2020: $8Expenses 2020: $410Net Income 2020: -$4022020Revenue 2021: $3Expenses 2021: $410Net Income 2021: -$4072021Revenue 2022: $4Expenses 2022: $410Net Income 2022: -$4062022Revenue 2025: $112025

Highlighted filing

2025

Revenue$11
Expenses-
Net Income-
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,435
Liabilities
-
Net assets
$14,435
Revenue
$11
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.4$14.4$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$13.9$0.00$0.41$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$14.3$0.00$0.41$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$14.7$0.01$0.41$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$15.0$0.53
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$15.6$0.01$0.53$0.52
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$16.1$0.01$0.43$0.42
2016Detailed filing. Detailed filing data is available for this year.$16.5$16.5$16.0
2015Detailed filing. Detailed filing data is available for this year.$32.5$32.5$4.91$1.09$3.83
2014Detailed filing. Detailed filing data is available for this year.$28.7$28.7$6.26$5.04$1.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.5$27.5$3.83$2.08$1.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.7$25.7$6.20$6.98$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$26.5$6.28$2.57$3.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Feb 6, 2026
Return Version
2024v5.2
Gross Receipts
$11
Mission and Program Overview

Mission

Providing assistance to students with special needs

Program Services

DescriptionGrantsExpenses
Providing assistance to students with special needs--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERYL BARTOSPresident-$0--
RUTH PARKERTreasurer-$0--
ASHLIE MACHONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Courtney Ann Bartos Memorial Fund Inc
EIN
26-0751808
Phone
4135329426
Address
217 RUSSELL ST, HADLEY, MA 01035

Signing Officer

Name
Ruth S Parker
Title
Treasurer
Phone
4135329426
Signed
2026-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Private Client Services Group LLC
Address
23 COLLEGE ST STE 7, SOUTH HADLEY, MA 01075
Preparer
P Timothy Mcmahon CPA Mst
Phone
4135361111
Raw XML Appendix108 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RUTH PARKER
IRS990EZ/BooksInCareOfDetail/PhoneNum04135862715
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0217 RUSSELL ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HADLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014424
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014435
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014424
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014435
IRS990EZ/GrossReceiptsAmt011
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014424
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014435
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014424
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014435
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHERYL BARTOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RUTH PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ASHLIE MACHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providing assistance to students with special needs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing assistance to students with special needs
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalRevenueAmt011
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01247
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98580
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01247
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01246
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01247
IRS990ScheduleA/TotalSupportAmt01265
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUTH S PARKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04135329426
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COURTNEY ANN BARTOS MEMORIAL FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0COUR
ReturnHeader/Filer/EIN0260751808
ReturnHeader/Filer/PhoneNum04135329426
ReturnHeader/Filer/USAddress/AddressLine1Txt0217 RUSSELL ST
ReturnHeader/Filer/USAddress/CityNm0HADLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001035
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364339192
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRIVATE CLIENT SERVICES GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 COLLEGE ST STE 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH HADLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001075
ReturnHeader/PreparerPersonGrp/PhoneNum04135361111
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0P TIMOTHY MCMAHON CPA MST
ReturnHeader/ReturnTs02026-02-06T11:54:42-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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