Civic Intelligence

Florence Dibell Bartlette 01 21940

990 • Fiscal year 2021 • EIN 36-6026080

Jun 01, 2020 to May 31, 2021 • Filed on Apr 18, 2022

The Northern Trust CompanyPO Box Chicago, IL 60680

(312) 630-6000

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

76th percentile

31%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

29th percentile

$116,602

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

30th percentile

2.5%

Faster asset growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

35%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$21,255,620

Up $527,873 (+2.5%) from 2020

Net Assets

Up

$21,255,620

Up $527,873 (+2.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$1,646,444

Up $427,680 (+35%) from 2020

Expenses

Up

$1,129,564

Up $9,089 (+0.8%) from 2020

Net Income

Up

$516,880

Up $418,591 (+426%) from 2020

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2020: $20,727,747Liabilities 2020: $0Net Assets 2020: $20,727,7472020Assets 2021: $21,255,620Liabilities 2021: $0Net Assets 2021: $21,255,6202021Assets 2022: $22,532,363Liabilities 2022: $0Net Assets 2022: $22,532,3632022Assets 2023: $21,995,327Liabilities 2023: $0Net Assets 2023: $21,995,3272023Assets 2024: $22,661,897Liabilities 2024: $0Net Assets 2024: $22,661,8972024Assets 2025: $23,585,808Liabilities 2025: $0Net Assets 2025: $23,585,8082025

Highlighted filing

2021

Assets$21,255,620
Liabilities$0
Net Assets$21,255,620

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $1,218,764Expenses 2020: $1,120,475Net Income 2020: $98,2892020Revenue 2021: $1,646,444Expenses 2021: $1,129,564Net Income 2021: $516,8802021Revenue 2022: $2,476,438Expenses 2022: $1,242,382Net Income 2022: $1,234,0562022Revenue 2023: $717,902Expenses 2023: $1,253,405Net Income 2023: -$535,5032023Revenue 2024: $1,202,879Expenses 2024: $1,311,625Net Income 2024: -$108,7462024Revenue 2025: $1,875,939Expenses 2025: $1,300,889Net Income 2025: $575,0502025

Highlighted filing

2021

Revenue$1,646,444
Expenses$1,129,564
Net Income$516,880
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Apr 18, 2022
Return Version
2020v4.1
Gross Receipts
$4,937,974
Mission and Program Overview

Mission

To support organization listed in schedule a part i

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$20,727,747$21,255,620▲ $527,873
Investments in Publicly Traded Securities$20,282,156$20,559,108▲ $276,952
Savings and Temporary Cash Investments$445,591$696,512▲ $250,921
Total Assets$20,727,747$21,255,620▲ $527,873
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,727,747$21,255,620▲ $527,873
Total Liabilities and Net Assets / Fund Balance$20,727,747$21,255,620▲ $527,873
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust CompanyTrusteeFT$116,602$116,602
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,646,444
Other Revenue
$0
Change in Net Assets
$516,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$993,637
Salaries, Compensation, and Employee Benefits$116,602
Other Expenses$19,325
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$993,637--$993,637
Current Officers, Directors, Trustees, and Key Employees-$116,602-$116,602
Fees for Services Accounting-$5,000-$5,000
Other Expenses-$15-$15
Total Functional Expenses$993,637$135,927$0$1,129,564
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
International Folk Art FoundationSanta Fe, NM501(c)(3)General Support$993,637
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

The organization had no committees

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Copy of tax return sent to trustee for review and comment

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

ANNUAL ACKNOWLEDGEMENT

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Florence Dibell Bartlett
EIN
36-6026080
Phone
3126306000
Address
THE NORTHERN TRUST COMPANY, PO BOX CHICAGO, IL 60680

Signing Officer

Name
James Ciarlette Vp
Title
Trustee
Phone
3126306000
Signed
2022-04-18

Organization Details

Principal Officer
Na
Formed
1954
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

TAX COST ADJUSTMENT

Raw XML Appendix372 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1GRANDFATHERED TRUST EXCEPTION: THIS TRUST IS WHOLLY CHARITABLE AND A CHARITABLE DEDUCTION WAS TAKEN, THE TRUST WAS IRREVOCABLE PRIOR TO NOVEMBER 20, 1970, THE TRUST PROVIDES FOR THE DISTRIBUTION OF ALL INCOME TO SPECIFICALLY NAMED CHARITIES, THE AMOUNTS DISTRIBUTED TO THE DESIGNATED CHARITIES ARE FIXED AND NOT SUBJECT TO FIDUCIARY DISCRETION AND NONE OF THE TRUSTEES ARE A DISQUALIFIED PERSON.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, LINE 1
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF TAX RETURN SENT TO TRUSTEE FOR REVIEW AND COMMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX COST ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL FOLK ART FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0856000853
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSEUM SUPPORT
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA FE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd087504
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt020727747
IRS990/TotalAssetsEOYAmt021255620
IRS990/TotalAssetsGrp/BOYAmt020727747
IRS990/TotalAssetsGrp/EOYAmt021255620
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0135927
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0993637
IRS990/TotalFunctionalExpensesGrp/TotalAmt01129564
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt020727747
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt021255620
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0993637
IRS990/TotalReportableCompFromOrgAmt0116602
IRS990/TotalRevenueGrp/ExclusionAmt01646444
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01646444
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt020727747
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021255620
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CIARLETTE VP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORENCE DIBELL BARTLETT
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0366026080
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0THE NORTHERN TRUST COMPANY
ReturnHeader/Filer/USAddress/CityNm0PO BOX CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/ReturnTs02022-04-18T12:00:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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