Civic Intelligence

Bartram Bears Athletic Booster Club

990 • Fiscal year 2021 • EIN 38-3652548

Jun 01, 2020 to May 31, 2021 • Filed on Oct 15, 2021

7399 Longleaf Pine ParkwaySt Johns, FL 32259

(904) 571-8734

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

16th percentile

-26%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

22nd percentile

-14%

Faster asset growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-46%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$302,146

Down $50,081 (-14%) from 2020

Net Assets

Down

$302,146

Down $50,081 (-14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$189,138

Down $159,909 (-46%) from 2020

Expenses

Up

$239,219

Up $9,317 (+4.1%) from 2020

Net Income

Down

-$50,081

Down $169,226 (-142%) from 2020

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $100,636Liabilities 2012: $0Net Assets 2012: $100,6362012Assets 2013: $110,403Liabilities 2013: $0Net Assets 2013: $110,4032013Assets 2014: $138,970Liabilities 2014: $0Net Assets 2014: $138,9702014Assets 2015: $78,534Liabilities 2015: $0Net Assets 2015: $78,5342015Assets 2016: $84,361Liabilities 2016: $0Net Assets 2016: $84,3612016Assets 2017: $103,979Liabilities 2017: $0Net Assets 2017: $103,9792017Assets 2018: $169,616Liabilities 2018: $0Net Assets 2018: $169,6162018Assets 2019: $233,082Liabilities 2019: $0Net Assets 2019: $233,0822019Assets 2020: $352,227Liabilities 2020: $0Net Assets 2020: $352,2272020Assets 2021: $302,146Liabilities 2021: $0Net Assets 2021: $302,1462021Assets 2022: $314,444Liabilities 2022: $0Net Assets 2022: $314,4442022Assets 2023: $322,270Liabilities 2023: $0Net Assets 2023: $322,2702023Assets 2024: $273,661Liabilities 2024: $0Net Assets 2024: $273,6612024

Highlighted filing

2021

Assets$302,146
Liabilities$0
Net Assets$302,146

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $137,957Expenses 2012: $119,348Net Income 2012: $18,6092012Revenue 2013: $152,332Expenses 2013: $158,810Net Income 2013: -$6,4782013Revenue 2014: $221,908Expenses 2014: $174,758Net Income 2014: $47,1502014Revenue 2015: $204,004Expenses 2015: $264,475Net Income 2015: -$60,4712015Revenue 2016: $368,807Expenses 2016: $362,980Net Income 2016: $5,8272016Revenue 2017: $287,914Expenses 2017: $268,296Net Income 2017: $19,6182017Revenue 2018: $303,627Expenses 2018: $237,990Net Income 2018: $65,6372018Revenue 2019: $279,992Expenses 2019: $216,526Net Income 2019: $63,4662019Revenue 2020: $349,047Expenses 2020: $229,902Net Income 2020: $119,1452020Revenue 2021: $189,138Expenses 2021: $239,219Net Income 2021: -$50,0812021Revenue 2022: $273,840Expenses 2022: $261,542Net Income 2022: $12,2982022Revenue 2023: $341,457Expenses 2023: $333,631Net Income 2023: $7,8262023Revenue 2024: $237,694Expenses 2024: $286,303Net Income 2024: -$48,6092024

Highlighted filing

2021

Revenue$189,138
Expenses$239,219
Net Income-$50,081
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 15, 2021
Return Version
2020v4.1
Gross Receipts
$189,138
Mission and Program Overview

Mission

Provide funding in property donated to and expenses paid for in support of the bartram trail high school athletic department and also provide volunteerss to organize and support thirty-two sports programs, cheerleading and dance events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$352,227$302,146▼ $50,081
Land, Buildings, and Equipment, Net$222,964$181,752▼ $41,212
Savings and Temporary Cash Investments$123,425$114,373▼ $9,052
Cash and Non-Interest-Bearing Accounts$5,838$6,021▲ $183
Total Assets$352,227$302,146▼ $50,081
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$352,227$302,146▼ $50,081
Total Liabilities and Net Assets / Fund Balance$352,227$302,146▼ $50,081

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$176,932$92,972$269,904
Equipment$4,820$14,995$19,815
Compensation and Service Providers

Board Members and Trustees

NameTitle
Holly CioffiPresident
Chantel GoutcherVice President
Leslie AndersonVice President
Christy BeebeCo-apperal
Ron DelamielleureCo-apperal
Nisa RobertsCo-treasurer
Patti MacholsCo-treasurer
Sarah BorgmeyerCommunications
Karen ParkerConcessions
Nicole RuffFundraising
Lee SimanoffLiaisons
Dan KemperMembership
Kevin StoddardSponsorship
Revenue and Support

Revenue Composition

Contributions and Grants
$96,947
Program Service Revenue
$92,191
Investment Income
$0
Other Revenue
$0
All Other Contributions
$34,780
Change in Net Assets
$-50,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$236,219
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$100,238--$100,238
Depreciation Depletion$48,391--$48,391
Other Expenses$13,082--$13,082
Grants to Domestic Individuals$3,000--$3,000
Fees for Services Accounting-$1,256-$1,256
Office Expenses-$12-$12
Total Functional Expenses$237,951$1,268$0$239,219
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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

Form 990 governing body review Part VI line 11

The organizations finance director and treasurer review the form 990 for accuracy and consult with the tax preparer if there are any questions or ambiguity.

Conflict of interest policy compliance Part VI line 12C

The organization has a conflict of interest policy requiring officers to disclose annually any interests that could possibly give rise to conflicts. The policy is constantly monitored and enforced.

Governing documents etc available to public Part VI line 19

In compliance with irs sec. 6104, the organization makes its form 990, governing documents, conflict of interest policy and financial statements available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Bartram Bears Athletic Boosters Inc
EIN
38-3652548
Address
7399 LONGLEAF PINE PARKWAY, ST JOHNS, FL 32259

Signing Officer

Name
Holly Cioffi
Title
Finance Directo
Phone
9045718734
Signed
2021-10-15
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
0
Employees
0
Volunteers
40

Preparer

Firm
Jensen & Associates
Address
887 EAGLE POINT DRIVE, SAINT AUGUSTINE, FL 32092
Preparer
Thomas Jensen
Phone
9042546650
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Expenses column b column c column da.d. Support $ 8,970auction items 12,999awards & trophies 8,025bad debts 12,861board expenses 2,595communications 665electronics 1,960equipment-sports 22,132other expenses 2,491printing & graphics 2,026repairs & maintenance 17,208sponsor signs & expenses 7,496videography 810 total $100,238

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IRS990/ProgSrvcAccomActy3Grp/Desc0CONCESSION AND PROGRAM SALES ARE A NORMAL FUNCTION AT ATHLETIC EVENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt029947
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt028869
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SPRING BBQ, CONCERT AND AUCTION PROVIDED A FUNCTION WHERE SUPPORTERS COULD GATHER TO PROVIDE EMOTIONAL AND FINANCIAL SUPPORT
IRS990/ProgSrvcAccomActyOtherGrp/Desc1FUNDRAISING OPPORTUNITY ASSOCIATED WITH SALES OF TOURNAMENT PLAYERS CHAMPIONSHIP TICKETS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt04580
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt017519
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1870
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0187167
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03000
IRS990/PYInvestmentIncomeAmt0553
IRS990/PYOtherExpensesAmt0222736
IRS990/PYProgramServiceRevenueAmt0161327
IRS990/PYRevenuesLessExpensesAmt0119145
IRS990/PYTotalExpensesAmt0229902
IRS990/PYTotalProfFndrsngExpnsAmt04166
IRS990/PYTotalRevenueAmt0349047
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-50081
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0123425
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0114373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt084223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0187167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0109051
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0123237
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0112500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0616178
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0553
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0659
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0649
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0264
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0104915
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0161327
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0170283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0104741
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0541266
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0553
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0659
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0649
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0264
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02125
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96160
IRS990ScheduleA/PublicSupportPY509Pct00.98380
IRS990ScheduleA/PublicSupportTotal509Amt01355654
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt028600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt015500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt07840
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt051940
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt028600
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt015500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt07840
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt051940
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt075000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt0175150
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt0250150
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0189138
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0348494
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0279334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0302978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0287650
IRS990ScheduleA/Total509Grp/TotalAmt01407594
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0189138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0349047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0279993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0303627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0287914
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01409719
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt04820
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014995
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019815
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0176932
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt092972
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0269904
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0181752
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS FINANCE DIRECTOR AND TREASURER REVIEW THE FORM 990 FOR ACCURACY AND CONSULT WITH THE TAX PREPARER IF THERE ARE ANY QUESTIONS OR AMBIGUITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY REQUIRING OFFICERS TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD POSSIBLY GIVE RISE TO CONFLICTS. THE POLICY IS CONSTANTLY MONITORED AND ENFORCED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN COMPLIANCE WITH IRS SEC. 6104, THE ORGANIZATION MAKES ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES COLUMN B COLUMN C COLUMN DA.D. SUPPORT $ 8,970AUCTION ITEMS 12,999AWARDS & TROPHIES 8,025BAD DEBTS 12,861BOARD EXPENSES 2,595COMMUNICATIONS 665ELECTRONICS 1,960EQUIPMENT-SPORTS 22,132OTHER EXPENSES 2,491PRINTING & GRAPHICS 2,026REPAIRS & MAINTENANCE 17,208SPONSOR SIGNS & EXPENSES 7,496VIDEOGRAPHY 810 TOTAL $100,238
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0352227
IRS990/TotalAssetsEOYAmt0302146
IRS990/TotalAssetsGrp/BOYAmt0352227
IRS990/TotalAssetsGrp/EOYAmt0302146
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt096947
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01268
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0237951
IRS990/TotalFunctionalExpensesGrp/TotalAmt0239219
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0352227
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0302146
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt04580
IRS990/TotalOtherProgSrvcRevenueAmt018389
IRS990/TotalProgramServiceExpensesAmt0237951
IRS990/TotalProgramServiceRevenueAmt092191
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$2.38$2.86$0.49
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$3.41$3.34$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$2.74$2.62$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$1.89$2.39$0.50
2020Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$3.49$2.30$1.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$2.80$2.17$0.63
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.70$0.00$1.70$3.04$2.38$0.66
2017Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$2.88$2.68$0.20
2016Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$3.69$3.63$0.06
2015Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$2.04$2.64$0.60
2014Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$2.22$1.75$0.47
2013Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$1.52$1.59$0.06
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$1.38$1.19$0.19