Civic Intelligence

Bertha Bartlett Public Library Foundation

990 • Fiscal year 2023 • EIN 42-1499280

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 01, 2024

Organization Profile
PO Box 160Story City, IA 50248

(515) 733-4377

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

76th percentile

33%

Faster revenue growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,439,344

Up $302,417 (+14%) from 2022

Net Assets

Up

$2,439,344

Up $302,417 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin99th percentile

Revenue

Up

$307,783

Up $75,762 (+33%) from 2022

Expenses

Down

$5,366

Down $645 (-11%) from 2022

Net Income

Up

$302,417

Up $76,407 (+34%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$3.0M$2.0M$1.0M$0Assets 2021: $2,186,325Liabilities 2021: $0Net Assets 2021: $2,186,3252021Assets 2022: $2,136,927Liabilities 2022: $0Net Assets 2022: $2,136,9272022Assets 2023: $2,439,344Liabilities 2023: $0Net Assets 2023: $2,439,3442023Assets 2024: $784,681Liabilities 2024: $0Net Assets 2024: $784,6812024

Highlighted filing

2023

Assets$2,439,344
Liabilities$0
Net Assets$2,439,344
Open 2023 Filing

Operations Trend

Revenue Growth76th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2021: $1,665,571Expenses 2021: $1,831Net Income 2021: $1,663,7402021Revenue 2022: $232,021Expenses 2022: $6,011Net Income 2022: $226,0102022Revenue 2023: $307,783Expenses 2023: $5,366Net Income 2023: $302,4172023Revenue 2024: $173,114Expenses 2024: $1,827,777Net Income 2024: -$1,654,6632024

Highlighted filing

2023

Revenue$307,783
Expenses$5,366
Net Income$302,417
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 1, 2024
Return Version
2023v4.0
Gross Receipts
$307,783
Mission and Program Overview

Mission

The bertha bartlett public library will strive to meet the needs of the community by offering access to information,education,recrecation and communication services and materials for its patrons. The library will continuously inprove its materials, services and facilities.

The bertha bartlett public library will strive to meet the needs of the community by offering access to information, education, recreation and communication services and materials for its patrons. The library will continuously improve its materials and services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,136,927$2,439,344▲ $302,417
Investments in Publicly Traded Securities$1,737,277$2,097,004▲ $359,727
Savings and Temporary Cash Investments$399,650$342,340▼ $57,310
Total Assets$2,136,927$2,439,344▲ $302,417
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,136,927$2,439,344▲ $302,417
Total Liabilities and Net Assets / Fund Balance$2,136,927$2,439,344▲ $302,417
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Shelly HartPresident
Dean Van De GriendVice President
Alaina ChristianBoard Member
Doug DodgenBoard Member
Gretchen VogaBoard Member
Lynn CummingsBoard Member
Nicole MooreBoard Member
Veronica VaughnBoard Member
Tara TurnerLibrary Director
Mary SirnaSecretary
Dave MorrisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$122,815
Program Service Revenue
$0
Investment Income
$184,968
Other Revenue
$0
Change in Net Assets
$302,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,166
Grants and Similar Amounts Paid$1,200
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$3,271--$3,271
Grants to Domestic Individuals$1,200--$1,200
Fees for Services Legal$895--$895
Total Functional Expenses$5,366$0$0$5,366
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
Backup withholding compliance
No
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
No
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

“Governing body receives copy of 990 prior to filing”

Governing documents etc available to public Part VI line 19

“Documents available upon request”

Filing and Contact Details

Filer

Filer Name
Bertha Bartlett Public Library Foundation
EIN
42-1499280
Address
PO BOX 160, STORY CITY, IA 50248
Doing Business As
Bertha Bartlett Public Library

Signing Officer

Name
David Morris
Title
Treasurer
Phone
5157334087
Signed
2024-02-01
Discuss with paid preparer
No

Organization Details

Principal Officer
Mary Sirna
Formed
2000
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
0
Employees
0

Preparer

Firm
Brekken Wynia & Hyland Pc
Address
523 BROAD ST, STORY CITY, IA 50248
Preparer
Thomas C Wynia
Phone
5157334377
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“All other fees were services provided for a community event:entertainment:potter: $1200total $1200”

Raw XML Appendix356 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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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05366
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0184968
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0307783
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02136927
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02439344
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05157334087
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-01
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421119047
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0523 BROAD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STORY CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050248
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ReturnHeader/ReturnTs02024-02-05T10:54:04-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORRIS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,439,344
Liabilities
$0
Net assets
$2,439,344
Revenue
$307,783
Expenses
$5,366
Net income
$302,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.17$1.83$1.65
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.31$0.01$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.23$0.01$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$1.67$0.00$1.66