Civic Intelligence

Bart and Char Olson Foundation

990PF • Fiscal year 2023 • EIN 39-6702648

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

Organization Profile
PO Box 125Merrimac, WI 53561

(608) 493-9470

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

1.8%

Faster asset growth than 55% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$189,033

Up $3,364 (+1.8%) from 2022

Net Assets

Up

$189,033

Up $3,364 (+1.8%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin81st percentile

Revenue

Up

$9,358

Up $51,819 (+122%) from 2022

Expenses

Up

$6,599

Up $115 (+1.8%) from 2022

Net Income

Up

$2,759

Up $51,704 (+106%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$300K$200K$100K$0Assets 2011: $260,850Liabilities 2011: $02011Assets 2012: $258,958Liabilities 2012: $0Net Assets 2012: $258,9582012Assets 2013: $257,188Liabilities 2013: $1Net Assets 2013: $257,1882013Assets 2014: $255,433Liabilities 2014: $1Net Assets 2014: $255,4332014Assets 2015: $255,100Liabilities 2015: $1Net Assets 2015: $255,1002015Assets 2016: $253,091Liabilities 2016: $0Net Assets 2016: $253,0912016Assets 2017: $251,961Liabilities 2017: $0Net Assets 2017: $251,9612017Assets 2018: $252,217Liabilities 2018: $0Net Assets 2018: $252,2172018Assets 2019: $232,027Liabilities 2019: $1Net Assets 2019: $232,0272019Assets 2020: $232,613Liabilities 2020: $1Net Assets 2020: $232,6132020Assets 2021: $235,604Liabilities 2021: $1Net Assets 2021: $235,6042021Assets 2022: $185,669Liabilities 2022: $1Net Assets 2022: $185,6692022Assets 2023: $189,033Liabilities 2023: $1Net Assets 2023: $189,0332023Assets 2024: $191,106Liabilities 2024: $0Net Assets 2024: $191,1062024

Highlighted filing

2023

Assets$189,033
Liabilities$1
Net Assets$189,033
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40K-$60KRevenue 2011: $607Expenses 2011: $28,570Net Income 2011: -$27,9632011Expenses 2012: $4,1302012Revenue 2013: $1,224Expenses 2013: $2,994Net Income 2013: -$1,7702013Revenue 2014: $1,119Expenses 2014: $2,874Net Income 2014: -$1,7552014Revenue 2015: $1,017Expenses 2015: $1,350Net Income 2015: -$3332015Revenue 2016: $1,018Expenses 2016: $3,027Net Income 2016: -$2,0092016Revenue 2017: $2,015Expenses 2017: $3,145Net Income 2017: -$1,1302017Revenue 2018: $2,740Expenses 2018: $2,484Net Income 2018: $2562018Revenue 2019: $896Expenses 2019: $21,086Net Income 2019: -$20,1902019Revenue 2020: $7,245Expenses 2020: $6,659Net Income 2020: $5862020Revenue 2021: $3,903Expenses 2021: $912Net Income 2021: $2,9912021Revenue 2022: -$42,461Expenses 2022: $6,484Net Income 2022: -$48,9452022Revenue 2023: $9,358Expenses 2023: $6,599Net Income 2023: $2,7592023Revenue 2024: $7,812Expenses 2024: $5,739Net Income 2024: $2,0732024

Highlighted filing

2023

Revenue$9,358
Expenses$6,599
Net Income$2,759
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARTLETT OLSONTrustee-$0--
KIRK OLSONTrustee-$0--
CHAR OLSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bart and Char Olson Foundation
EIN
39-6702648
Phone
6084939470
Address
PO BOX 125, MERRIMAC, WI 53561

Signing Officer

Name
Bartlett Olson
Title
Trustee
Phone
6084939470
Signed
2024-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Kollath & Associates CPA LLC
Address
421 WATER ST STE 111, PRAIRIE DU SAC, WI 53578
Preparer
Julie Miller
Phone
6086440206
Raw XML Appendix246 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/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE CHARITABLE CONTRIBUTIONS PART XV. FOUNDATION ACTIVITIES LIMITED TO MAKING CHARITABLE CONTRIBUITONS WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE
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TaxesSchedule/TaxesDetail/Amt1680
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1PROPERTY TAXES
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
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ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 125
ReturnHeader/Filer/USAddress/CityNm0MERRIMAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053561
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262064862
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOLLATH & ASSOCIATES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0421 WATER ST STE 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRAIRIE DU SAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053578
ReturnHeader/PreparerPersonGrp/PhoneNum06086440206
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE MILLER
ReturnHeader/ReturnTs02024-04-29T12:32:47-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARTLETT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$189,033
Liabilities
$1
Net assets
$189,033
Revenue
$9,358
Expenses
$6,599
Net income
$2,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.08$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.09$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.42$0.06$0.49
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.04$0.01$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.07$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.01$0.21$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.03$0.02$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.02$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.01$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.01$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.01$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.01$0.03$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.04
2011Summary only. Only limited summary data is available for this year.$2.61$0.00$0.01$0.29$0.28