Civic Intelligence

The Bartholomew Private Foundation

990PF • Fiscal year 2010 • EIN 26-2198972

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 10, 2011

2828 Tarflower Way34105-3028
Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2010 filings • $5M-$10M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

2010 filings • $5M-$10M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$9,565,446

No earlier filing loaded for comparison.

Net Assets

$9,565,446

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$462,196

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $9,565,446Liabilities 2010: $0Net Assets 2010: $9,565,4462010Assets 2011: $5,210,067Liabilities 2011: $0Net Assets 2011: $5,210,0672011Assets 2012: $9,653,490Liabilities 2012: $0Net Assets 2012: $9,653,4902012Assets 2013: $9,929,442Liabilities 2013: $0Net Assets 2013: $9,929,4422013Assets 2014: $11,629,035Liabilities 2014: $0Net Assets 2014: $11,629,0352014Assets 2015: $11,582,165Liabilities 2015: $0Net Assets 2015: $11,582,1652015Assets 2016: $11,713,675Liabilities 2016: $0Net Assets 2016: $11,713,6752016Assets 2017: $12,543,022Liabilities 2017: $0Net Assets 2017: $12,543,0222017Assets 2018: $12,397,126Liabilities 2018: $0Net Assets 2018: $12,397,1262018Assets 2019: $12,179,517Liabilities 2019: $0Net Assets 2019: $12,179,5172019Assets 2020: $14,802,431Liabilities 2020: $0Net Assets 2020: $14,802,4312020Assets 2021: $14,359,365Liabilities 2021: $0Net Assets 2021: $14,359,3652021Assets 2022: $13,220,624Liabilities 2022: $0Net Assets 2022: $13,220,6242022Assets 2023: $13,849,519Liabilities 2023: $0Net Assets 2023: $13,849,5192023Assets 2024: $13,569,852Liabilities 2024: $0Net Assets 2024: $13,569,8522024

Highlighted filing

2010

Assets$9,565,446
Liabilities$0
Net Assets$9,565,446

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $462,1962010Expenses 2011: $5,276,3402011Expenses 2012: $240,8932012Revenue 2013: $941,474Expenses 2013: $665,522Net Income 2013: $275,9522013Revenue 2014: $1,786,114Expenses 2014: $84,512Net Income 2014: $1,701,6022014Revenue 2015: $51,047Expenses 2015: $97,917Net Income 2015: -$46,8702015Revenue 2016: $256,410Expenses 2016: $124,900Net Income 2016: $131,5102016Revenue 2017: $866,090Expenses 2017: $130,606Net Income 2017: $735,4842017Revenue 2018: $1,075,473Expenses 2018: $882,381Net Income 2018: $193,0922018Revenue 2019: $152,779Expenses 2019: $943,243Net Income 2019: -$790,4642019Revenue 2020: $2,565,412Expenses 2020: $891,141Net Income 2020: $1,674,2712020Revenue 2021: $782,891Expenses 2021: $815,054Net Income 2021: -$32,1632021Revenue 2022: $1,155,760Expenses 2022: $676,195Net Income 2022: $479,5652022Revenue 2023: $612,402Expenses 2023: $364,209Net Income 2023: $248,1932023Revenue 2024: $718,340Expenses 2024: $586,222Net Income 2024: $132,1182024

Highlighted filing

2010

Revenue-
Expenses$462,196
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 10, 2011
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS R BARTHOLOMEWTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNAPLES CHRISTIAN ACADEMYEDUCATIONSCHOOLNAPLES, FL, US$250,000
Paid GrantBY THE HAND CLUB FOR KIDSPROGRAM SUPPORT509(A)CHICAGO, IL, US$200,000
Filing and Contact Details

Filer

EIN
26-2198972
Raw XML Appendix291 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.50
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DOUGLAS R BARTHOLOMEW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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TaxesSchedule/Taxes/Category1FOREIGN TAXES
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TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0262198972
ReturnHeader/Filer/Name/BusinessNameLine10THE BARTHOLOMEW PRIVATE FOUNDATION
ReturnHeader/Filer/NameControl0BART
ReturnHeader/Filer/Phone02395131380
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ReturnHeader/Filer/USAddress/City0NAPLES
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0341053028
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-11-10
ReturnHeader/Officer/Name0DOUGLAS R BARTHOLOMEW
ReturnHeader/Officer/Phone02395131380
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02011-11-10
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10EDELSTEIN AND COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10160 FEDERAL STREET 9TH FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BOSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0021101772
ReturnHeader/Preparer/Name0ALFONSO PERILLO
ReturnHeader/Preparer/Phone06172276161
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-11-10T13:00:12-06:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$0.72$0.59$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.00$13.8$0.61$0.36$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.00$13.2$1.16$0.68$0.48
2021Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.78$0.82$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$2.57$0.89$1.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$0.15$0.94$0.79
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.00$12.4$1.08$0.88$0.19
2017Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.87$0.13$0.74
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.26$0.12$0.13
2015Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.05$0.10$0.05
2014Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.79$0.08$1.70
2013Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$0.94$0.67$0.28
2012Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$0.24
2011Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$5.28
2010Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$0.46
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