Civic Intelligence

Bartz Marr Family Foundation

990PF • Fiscal year 2015 • EIN 45-4056156

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 25, 2016

Organization Profile
Foundation Source 501 Silverside RdWilmington, 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.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

18th percentile

-11%

Higher net margin than 18% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

41st percentile

-0.6%

Faster asset growth than 41% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$12,267,018

Down $76,599 (-0.6%) from 2014

Net Assets

Down

$12,267,018

Down $76,599 (-0.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin18th percentile

Revenue

Down

$678,669

Down $215,975 (-24%) from 2014

Expenses

Up

$755,268

Up $141,538 (+23%) from 2014

Net Income

Down

-$76,599

Down $357,513 (-127%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2015

Assets$12,267,018
Liabilities$0
Net Assets$12,267,018
Open 2015 Filing

Operations Trend

Revenue Growth15th 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

2015

Revenue$678,669
Expenses$755,268
Net Income-$76,599
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 25, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol A BartzPres-$0--
Bill MarrSec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHRISTIAN BROTHERS LA SALLE HIGH SCHOOLCBHS Momentum for Our Future Capital Campaign, in support of the Bill and Carol Marr Department of Business and Economics ProgramPCMEMPHIS, TN, US$500,000
Paid GrantBAY AREA CANCER CONNECTIONSGeneral & UnrestrictedPCPALO ALTO, CA, US$50,000
Paid GrantMEADOWINDS MINISTRIES INCMeadowinds Science Camp ProjectPCMOSCOW, ID, US$25,000
Paid GrantSILICON VALLEY COMMUNITY FOUNDATIONGeneral & UnrestrictedPCMOUNTAIN VIEW, CA, US$25,000
Paid GrantCOLUMBUS FOUNDATIONMarr/Griesbeck Nursing Scholarship FundPCCOLUMBUS, OH, US$10,000
Paid GrantTEEN SUCCESS INCGeneral & UnrestrictedPCMILPITAS, CA, US$10,000
Paid GrantSCHWAB CHARITABLE FUNDThe Carol Bartz FundPCSAN FRANCISCO, CA, US$7,811
Paid GrantMONTALVO ASSOCIATIONGeneral & UnrestrictedPCSARATOGA, CA, US$5,000
Paid GrantWILLIAM WOODS UNIVERSITYPresident's Club Giving SocietyPCFULTON, MO, US$5,000
Paid GrantHAWAII COMMUNITY FOUNDATIONGeneral & UnrestrictedPCHONOLULU, HI, US$2,000
Paid GrantBOYS & GIRLS CLUBS OF MARIN AND SOUTHERN SONOMA COGeneral & UnrestrictedPCPETALUMA, CA, US$1,000
Paid GrantCHRISTIAN BROTHERS LA SALLE HIGH SCHOOLGeneral & UnrestrictedPCMEMPHIS, TN, US$1,000
Paid GrantNATIONAL SPASMODIC DYSPHONIA ASSOCIATIONSterling 2015 CampaignPCITASCA, IL, US$1,000
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, Wilmington, DE 19809-1377

Signing Officer

Name
Carol Bartz
Title
president
Phone
8008391754
Signed
2016-03-25
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/GrantOrContributionPurposeTxt9The Carol Bartz Fund
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt055275
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Federal Tax Refund
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Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,267,018
Liabilities
$0
Net assets
$12,267,018
Revenue
$678,669
Expenses
$755,268
Net income
-$76,599
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