Civic Intelligence

Bartz Marr Family Foundation

990PF • Fiscal year 2014 • EIN 45-4056156

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 08, 2015

Organization Profile
Foundation Source 501 Silverside RdSuite 123Wilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

48th percentile

2.3%

Faster asset growth than 48% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

194%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$12,343,617

Up $280,914 (+2.3%) from 2013

Net Assets

$12,343,617

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin80th percentile

Revenue

Up

$894,644

Up $590,799 (+194%) from 2013

Expenses

Up

$613,730

Up $372,055 (+154%) from 2013

Net Income

Up

$280,914

Up $218,744 (+352%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$15M$10M$5.0M$0Assets 2013: $12,062,703Liabilities 2013: $02013Assets 2014: $12,343,617Liabilities 2014: $0Net Assets 2014: $12,343,6172014Assets 2015: $12,267,018Liabilities 2015: $0Net Assets 2015: $12,267,0182015Assets 2016: $12,048,574Liabilities 2016: $0Net Assets 2016: $12,048,5742016Assets 2017: $12,757,397Liabilities 2017: $0Net Assets 2017: $12,757,3972017Assets 2019: $12,110,864Liabilities 2019: $0Net Assets 2019: $12,110,8642019Assets 2020: $12,317,382Liabilities 2020: $0Net Assets 2020: $12,317,3822020Assets 2021: $12,789,153Liabilities 2021: $0Net Assets 2021: $12,789,1532021Assets 2022: $10,732,130Liabilities 2022: $0Net Assets 2022: $10,732,1302022Assets 2023: $10,727,792Liabilities 2023: $0Net Assets 2023: $10,727,7922023Assets 2024: $12,073,441Liabilities 2024: $0Net Assets 2024: $12,073,4412024

Highlighted filing

2014

Assets$12,343,617
Liabilities$0
Net Assets$12,343,617
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $303,845Expenses 2013: $241,675Net Income 2013: $62,1702013Revenue 2014: $894,644Expenses 2014: $613,730Net Income 2014: $280,9142014Revenue 2015: $678,669Expenses 2015: $755,268Net Income 2015: -$76,5992015Revenue 2016: $240,694Expenses 2016: $720,468Net Income 2016: -$479,7742016Revenue 2017: $643,865Expenses 2017: $597,179Net Income 2017: $46,6862017Revenue 2019: $441,310Expenses 2019: $570,139Net Income 2019: -$128,8292019Revenue 2020: $373,667Expenses 2020: $676,327Net Income 2020: -$302,6602020Revenue 2021: $592,895Expenses 2021: $607,838Net Income 2021: -$14,9432021Revenue 2022: $270,217Expenses 2022: $680,378Net Income 2022: -$410,1612022Revenue 2023: $466,434Expenses 2023: $1,231,553Net Income 2023: -$765,1192023Revenue 2024: $1,998,817Expenses 2024: $653,168Net Income 2024: $1,345,6492024

Highlighted filing

2014

Revenue$894,644
Expenses$613,730
Net Income$280,914
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol A BartzPres-$0--
Bill MarrSec-$0--
Filing and Contact Details

Filer

Filer Name
Bartz Marr Family Foundation
EIN
45-4056156
In Care Of
% FOUNDATION SOURCE
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Suite 123, Wilmington, DE 19809-1377

Signing Officer

Name
carol bartz
Title
president
Phone
8008391754
Signed
2015-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General and Unrestricted
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CANCER CAREPOINT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HAWAII COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MONTALVO ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MONTALVO ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6OPERATION FREEDOMS PAWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8TEEN SUCCESS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9THE EXPLORATORIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE ALMADEN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12335 EL CAMINO REAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22505 SAMARITAN DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3827 FORT ST MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt415400 MONTALVO RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt515400 MONTALVO RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6777 1ST ST PMB 515
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7211 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8576 VALLEY WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PIER 1517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1019630 ALLENDALE AVE UNIT 2580
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HONOLULU
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6GILROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MILPITAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10SARATOGA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd396813
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd495070
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd794105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd895035
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012203
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0559780
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0696589
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0571983
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0684386
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0559780
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0PHILANTHROPIC CONSULTING
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02468
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02468
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt056495
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt056495
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt037747
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt037747
TaxesSchedule/TaxesDetail/Amt04000
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2014
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0carol bartz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bartz Marr Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0454056156
ReturnHeader/Filer/InCareOfNm0% FOUNDATION SOURCE
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite 123
ReturnHeader/Filer/USAddress/CityNm0Wilmington

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,343,617
Liabilities
$0
Net assets
$12,343,617
Revenue
$894,644
Expenses
$613,730
Net income
$280,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$2.00$0.65$1.35
2023Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.47$1.23$0.77
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.27$0.68$0.41
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.59$0.61$0.01
2020Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.37$0.68$0.30
2019Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.44$0.57$0.13
2017Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.64$0.60$0.05
2016Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.24$0.72$0.48
2015Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.68$0.76$0.08
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.89$0.61$0.28
2013Summary only. Only limited summary data is available for this year.$12.1$0.00$0.30$0.24$0.06