Civic Intelligence

Bertha Bartlett Public Library Foundation

990 • Fiscal year 2024 • EIN 42-1499280

Jan 01, 2024 to Dec 31, 2024 • Filed on Jan 29, 2025

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

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-956%

Higher net margin than 1% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

2nd percentile

-68%

Faster asset growth than 2% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-44%

Faster revenue growth than 7% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$784,681

Down $1,654,663 (-68%) from 2023

Net Assets

Down

$784,681

Down $1,654,663 (-68%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Down

$173,114

Down $134,669 (-44%) from 2023

Expenses

Up

$1,827,777

Up $1,822,411 (+33962%) from 2023

Net Income

Down

-$1,654,663

Down $1,957,080 (-647%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2024

Assets$784,681
Liabilities$0
Net Assets$784,681
Open 2024 Filing

Operations Trend

Revenue Growth7th 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

2024

Revenue$173,114
Expenses$1,827,777
Net Income-$1,654,663
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 29, 2025
Return Version
2024v5.0
Gross Receipts
$173,114
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, services and facilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,439,344$784,681▼ $1,654,663
Investments in Publicly Traded Securities$2,097,004$761,682▼ $1,335,322
Savings and Temporary Cash Investments$342,340$22,999▼ $319,341
Total Assets$2,439,344$784,681▼ $1,654,663
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,439,344$784,681▼ $1,654,663
Total Liabilities and Net Assets / Fund Balance$2,439,344$784,681▼ $1,654,663
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$51,017
Program Service Revenue
$0
Investment Income
$122,097
Other Revenue
$0
Change in Net Assets
$-1,654,663
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,825,978
Other Expenses$1,799
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,825,978--$1,825,978
Fees for Services Accounting-$895-$895
Insurance-$800-$800
Office Expenses-$104-$104
Total Functional Expenses$1,825,978$1,799$0$1,827,777
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of Story CityStory City, IA--$1,787,025
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
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
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
In Care Of
% DAVE MORRIS
Phone
5157334377
Address
PO BOX 160, STORY CITY, IA 50248
Doing Business As
Bertha Bartlett Public Library

Signing Officer

Name
Dave Morris
Title
Treasurer
Phone
5157334087
Signed
2025-01-29
Discuss with paid preparer
No

Organization Details

Principal Officer
Gretchen Voga
Formed
2000
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
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

Significant program services not listed on prior year return Part III line 2

“Contributed to the construction of an addition to the library building”

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 Appendix358 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OTHER FEES WERE SERVICES PROVIDED FOR A COMMUNITY EVENT:ENTERTAINMENT:POTTER: $1200TOTAL $1200
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Significant program services not listed on prior year return Part III line 2
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05157334087
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTHA BARTLETT PUBLIC LIBRARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0421499280
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ReturnHeader/Filer/PhoneNum05157334377
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0523 BROAD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STORY CITY
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050248
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS C WYNIA
ReturnHeader/ReturnTs02025-02-04T16:21:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$784,681
Liabilities
$0
Net assets
$784,681
Revenue
$173,114
Expenses
$1,827,777
Net income
-$1,654,663
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