Civic Intelligence

Hu and Eva Maud Bartlett Foundation

990PF • Fiscal year 2015 • EIN 26-1652893

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 27, 2016

300 South OakSapulpa, OK 74066

(918) 224-4116

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

63rd percentile

8.6%

Higher net margin than 63% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

11th percentile

-9.9%

Faster asset growth than 11% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-21%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,969,714

Down $216,240 (-9.9%) from 2014

Net Assets

Down

$1,969,714

Down $216,240 (-9.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$89,624

Down $23,534 (-21%) from 2014

Expenses

Down

$81,904

Down $4,118 (-4.8%) from 2014

Net Income

Down

$7,720

Down $19,416 (-72%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $2,134,578Liabilities 2013: $1,950Net Assets 2013: $2,132,6282013Assets 2014: $2,185,954Liabilities 2014: $0Net Assets 2014: $2,185,9542014Assets 2015: $1,969,714Liabilities 2015: $0Net Assets 2015: $1,969,7142015Assets 2016: $2,065,090Liabilities 2016: $0Net Assets 2016: $2,065,0902016Assets 2017: $2,133,637Liabilities 2017: $681Net Assets 2017: $2,132,9562017Assets 2018: $2,001,290Liabilities 2018: $0Net Assets 2018: $2,001,2902018Assets 2019: $2,204,449Liabilities 2019: $132Net Assets 2019: $2,204,3172019Assets 2020: $2,306,424Liabilities 2020: $0Net Assets 2020: $2,306,4242020Assets 2021: $2,485,280Liabilities 2021: $7,153Net Assets 2021: $2,478,1272021Assets 2022: $2,165,967Liabilities 2022: $0Net Assets 2022: $2,165,9672022Assets 2023: $2,285,824Liabilities 2023: $0Net Assets 2023: $2,285,8242023Assets 2024: $2,407,208Liabilities 2024: $0Net Assets 2024: $2,407,2082024

Highlighted filing

2015

Assets$1,969,714
Liabilities$0
Net Assets$1,969,714

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $182,132Expenses 2013: $144,640Net Income 2013: $37,4922013Revenue 2014: $113,158Expenses 2014: $86,022Net Income 2014: $27,1362014Revenue 2015: $89,624Expenses 2015: $81,904Net Income 2015: $7,7202015Revenue 2016: $40,259Expenses 2016: $73,650Net Income 2016: -$33,3912016Revenue 2017: $95,906Expenses 2017: $117,993Net Income 2017: -$22,0872017Revenue 2018: $97,069Expenses 2018: $90,549Net Income 2018: $6,5202018Revenue 2019: $83,888Expenses 2019: $113,562Net Income 2019: -$29,6742019Revenue 2020: $38,934Expenses 2020: $100,665Net Income 2020: -$61,7312020Revenue 2021: $319,751Expenses 2021: $105,905Net Income 2021: $213,8462021Revenue 2022: $249,247Expenses 2022: $132,734Net Income 2022: $116,5132022Revenue 2023: $157,884Expenses 2023: $116,098Net Income 2023: $41,7862023Revenue 2024: $80,683Expenses 2024: $112,383Net Income 2024: -$31,7002024

Highlighted filing

2015

Revenue$89,624
Expenses$81,904
Net Income$7,720
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 27, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara BenedictDirector-$0--
David BenedictDirector-$0--
Sherry SherwoodDirector-$0--
Joe Sherwood JrDirector-$0--
Cale SherwoodDirector-$0--
Jerrold L Benedict MDDirector-$0--
Filing and Contact Details

Filer

Filer Name
HU and Eva Maud Bartlett Foundation
EIN
26-1652893
Phone
9182244116
Address
300 South Oak, Sapulpa, OK 74066

Signing Officer

Name
Barbara Benedict
Title
Director
Signed
2016-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Conklin Gilpin & Wertz PLLC
Address
2738 E 51st Street Ste 370, Tulsa, OK 74105-6285
Preparer
Neil D Gilpin
Phone
9187490921
Raw XML Appendix340 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01698855
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Barbara Benedict
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David Benedict
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sherry Sherwood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Joe Sherwood Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Cale Sherwood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Jerrold L Benedict MD
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0300 South Oak
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Sapulpa
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074066
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Barbara Benedict
IRS990PF/StatementsRegardingActyGrp/PhoneNum09182244116
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter or in person.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HU Eva Maud Bartlett Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09182244116
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1368
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Sapulpa
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd074066
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None, except must be in United States or its possessions.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt054000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Community Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Community Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Communtiy Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Community Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Sapulpa Area Chamber Fndn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Sapulpa Historical Society Foundati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Keystone Crossroads Historical Soci
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Sapula Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 East Dewey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 278
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 1661
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3101 E Dewey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sapulpa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Sapulpa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Mannford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Sapulpa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd174067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd274044
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd374066
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt077500
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/AppliedToCurrentYearAmt032280
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt045220
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0100653
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077500
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt068373
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt045220
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0223960
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Market Value Adjustment of Investments
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0155
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Auto Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PTP Nondeductible expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Income from PTP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0250
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0250
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt03
TaxesSchedule/TaxesDetail/Amt01739
TaxesSchedule/TaxesDetail/Amt13
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Other Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Benedict
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HU and Eva Maud Bartlett Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HUAN
ReturnHeader/Filer/EIN0261652893
ReturnHeader/Filer/PhoneNum09182244116
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 South Oak
ReturnHeader/Filer/USAddress/CityNm0Sapulpa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Conklin Gilpin & Wertz PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02738 E 51st Street Ste 370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741056285
ReturnHeader/PreparerPersonGrp/PhoneNum09187490921
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Neil D Gilpin
ReturnHeader/ReturnTs02016-07-27T12:39:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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