Civic Intelligence

Bartels Family Foundation

EIN 31-1623458 • Aiken, SC

5226 Charnwood Forest CircleAiken, SC 29803
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

13th percentile

-76%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

57th percentile

0.1%

Faster asset growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$455,242

Up $456 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$455,242

Up $456 (+0.1%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Up

$34,199

Up $37,173 (+1250%) from 2023

Expenses

Down

$33,743

Down $3,972 (-11%) from 2023

Net Income

Up

$456

Up $41,145 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$600K$400K$200K$0Assets 2020: $494,229Liabilities 2020: $0Net Assets 2020: $494,2292020Assets 2021: $514,449Liabilities 2021: $0Net Assets 2021: $514,4492021Assets 2022: $495,475Liabilities 2022: $0Net Assets 2022: $495,4752022Assets 2023: $454,786Liabilities 2023: $0Net Assets 2023: $454,7862023Assets 2024: $455,242Liabilities 2024: $0Net Assets 2024: $455,2422024

Highlighted filing

2024

Assets$455,242
Liabilities$0
Net Assets$455,242
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$100K$50K$0-$50KRevenue 2020: $12,150Expenses 2020: $29,628Net Income 2020: -$17,4782020Revenue 2021: $58,123Expenses 2021: $37,903Net Income 2021: $20,2202021Revenue 2022: $24,990Expenses 2022: $43,964Net Income 2022: -$18,9742022Revenue 2023: -$2,974Expenses 2023: $37,715Net Income 2023: -$40,6892023Revenue 2024: $34,199Expenses 2024: $33,743Net Income 2024: $4562024

Highlighted filing

2024

Revenue$34,199
Expenses$33,743
Net Income$456
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$455,242
Liabilities
$0
Net assets
$455,242
Revenue
$34,199
Expenses
$33,743
Net income
$456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.34$0.34$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.03$0.38$0.41
2022Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.25$0.44$0.19
2021Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.58$0.38$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.12$0.30$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN ENGEHOLMPresident-$0--
GAIL GRIFFINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Bartels Family Foundation
EIN
31-1623458
Phone
8036405466
Address
5226 CHARNWOOD FOREST CIRCLE, AIKEN, SC 29803

Signing Officer

Name
Lynn Engeholm
Title
President
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Fibovision LLC
Address
174 Gatewood Dr, Aiken, SC 29801
Preparer
Rebecca O'Connor
Phone
2532382416
Raw XML Appendix305 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7AIKEN SENIOR LIFE SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8VETERANS K9 SOLUTIONS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05001 ANGEL CANYON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1532 GLENWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2400 CHESTERFIELD CENTER SUITE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 2207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 94
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6199 WILLOW RUN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71310 EAST PINE LOG ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 2895
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KANAB
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd129803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd263017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd329802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd463053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd512866
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd629801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd729803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd830809
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029500
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/AppliedToCurrentYearAmt020981
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08519
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028771
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029500
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07790
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08519
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04193
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04193
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt050
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN ENGEHOLM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTELS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0311623458
ReturnHeader/Filer/PhoneNum08036405466
ReturnHeader/Filer/USAddress/AddressLine1Txt05226 CHARNWOOD FOREST CIRCLE
ReturnHeader/Filer/USAddress/CityNm0AIKEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029803
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931881273
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fibovision LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0174 Gatewood Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Aiken
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029801
ReturnHeader/PreparerPersonGrp/PhoneNum02532382416
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebecca O'Connor
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-24T08:38:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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