Civic Intelligence

John Paul Barta Memorial Fund

EIN 45-4505167 • 501(c)3 • Corpus Christi, TX

Profile

To provide support to the community, with emphasis on scholarships and support for youth.

2902 Debra LnCorpus Christi, TX 78418
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

6th percentile

-248%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-52%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-70%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$12,343

Up $3,637 (+42%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$8,544

Down $2,086 (-20%) from 2022

Expenses

Down

$6,656

Down $6,059 (-48%) from 2022

Net Income

Up

$1,888

Up $3,973 (+191%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2012: $13,712Liabilities 2012: $02012Assets 2013: $5,939Liabilities 2013: $02013Assets 2014: $10,969Liabilities 2014: $02014Assets 2015: $8,706Liabilities 2015: $02015Assets 2016: $8,451Liabilities 2016: $02016Assets 2017: $9,126Net Assets 2017: $9,1262017Assets 2018: $8,706Net Assets 2018: $8,7062018Assets 2019: $13,719Net Assets 2019: $13,7192019Assets 2020: $9,947Liabilities 2020: $02020Assets 2021: $8,706Net Assets 2021: $8,7062021Assets 2022: $8,706Net Assets 2022: $8,7062022Assets 2023: $12,343Liabilities 2023: $02023

Highlighted filing

2023

Assets$12,343
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0-$5.0KRevenue 2012: $8,837Expenses 2012: $472Net Income 2012: $8,3652012Revenue 2013: $15,723Expenses 2013: $10,422Net Income 2013: $5,3012013Revenue 2014: $15,388Expenses 2014: $11,958Net Income 2014: $3,4302014Revenue 2015: $8,466Expenses 2015: $10,819Net Income 2015: -$2,3532015Revenue 2016: $11,297Expenses 2016: $10,462Net Income 2016: $8352016Revenue 2017: $5,471Expenses 2017: $5,521Net Income 2017: -$502017Revenue 2018: $13,245Expenses 2018: $2,818Net Income 2018: $10,4272018Revenue 2019: $13,374Expenses 2019: $11,505Net Income 2019: $1,8692019Revenue 2020: $60Expenses 2020: $0Net Income 2020: $602020Revenue 2021: $11,703Expenses 2021: $10,042Net Income 2021: $1,6612021Revenue 2022: $10,630Expenses 2022: $12,715Net Income 2022: -$2,0852022Revenue 2023: $8,544Expenses 2023: $6,656Net Income 2023: $1,8882023

Highlighted filing

2023

Revenue$8,544
Expenses$6,656
Net Income$1,888
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$12,343
Liabilities
$0
Net assets
-
Revenue
$8,544
Expenses
$6,656
Net income
$1,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$12.3$0.00$8.54$6.66$1.89
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.71$8.71$10.6$12.7$2.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.71$8.71$11.7$10.0$1.66
2020Summary only. Only limited summary data is available for this year.$9.95$0.00$0.06$0.00$0.06
2019Detailed filing. Detailed filing data is available for this year.$13.7$13.7$13.4$11.5$1.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.71$8.71$13.2$2.82$10.4
2017Detailed filing. Detailed filing data is available for this year.$9.13$9.13$5.47$5.52$0.05
2016Summary only. Only limited summary data is available for this year.$8.45$0.00$11.3$10.5$0.84
2015Summary only. Only limited summary data is available for this year.$8.71$0.00$8.47$10.8$2.35
2014Summary only. Only limited summary data is available for this year.$11.0$0.00$15.4$12.0$3.43
2013Summary only. Only limited summary data is available for this year.$5.94$0.00$15.7$10.4$5.30
2012Summary only. Only limited summary data is available for this year.$13.7$0.00$8.84$0.47$8.37
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 16, 2020
Return Version
2019v5.0
Gross Receipts
$16,446
Mission and Program Overview

Mission

To provide support to the community, with emphasis on scholarships and support for youth.

Program Services

DescriptionGrantsExpenses
- Provided 3 scholarships: $3500 (King High School, Carrol High School, Tuloso Midway High School); - Provided 50 backpacks and school supplies: $1,258.56 ( Flour Bluff School); - Provided Clothing, shoes, and toys at Christmas for children and families in need: $2033;$11,272$6,792
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Noe VelaPresident, Director-$0--
Laurie BartaVice Pres., Director-$0--
Bryan McManusSecretary, Director-$0--
Chanel OwensTreasurer, Director-$0--
Filing and Contact Details

Filer

Filer Name
John Paul Barta Memorial Fund
EIN
45-4505167
Phone
3616881028
Address
2902 Debra Ln, Corpus Christi, TX 78418

Signing Officer

Name
Noe Vela
Title
President, Director
Signed
2020-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Floyd Green CPA Pc
Address
3114 Mercer University Drive Suite, Atlanta, GA 30341-4144
Preparer
Floyd Green Jr CPA
Phone
7704572550
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $233”

Other Expenses.1

“Program Supplies $3340”

Other Expenses.2

“Meals $840”

Other Expenses.3

“Program Expenses $300”

Raw XML Appendix156 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Chanel Owens
IRS990EZ/BooksInCareOfDetail/PhoneNum03617745637
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01809 Amos Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Corpus Christi
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078418
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08706
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013719
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06332
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01869
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08706
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013719
IRS990EZ/FundraisingGrossIncomeAmt010114
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06792
IRS990EZ/GrossReceiptsAmt016446
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08706
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013719
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08706
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013719
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Noe Vela
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Laurie Barta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bryan McManus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chanel Owens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President, Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Pres., Dir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary, Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer, Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03144
IRS990EZ/OtherExpensesTotalAmt04713
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide support to the community, with emphasis on scholarships and support for youth.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0- Provided 3 scholarships: $3500 (King High School, Carrol High School, Tuloso Midway High School); - Provided 50 backpacks and school supplies: $1,258.56 ( Flour Bluff School); - Provided Clothing, shoes, and toys at Christmas for children and families in need: $2033;
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011272
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06792
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03072
IRS990EZ/SpecialEventsNetIncomeLossAmt07042
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011505
IRS990EZ/TotalProgramServiceExpensesAmt011272
IRS990EZ/TotalRevenueAmt013374
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022634
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt010114
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt016479
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt09083
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt015517
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt011729
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt062922
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt085556
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020294
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt018767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016109
IRS990ScheduleA/Total509Grp/TotalAmt085556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt018767
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016109
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt085556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Supplies $3340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meals $840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expenses $300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Noe Vela
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President, Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John Paul Barta Memorial Fund
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0454505167
ReturnHeader/Filer/PhoneNum03616881028
ReturnHeader/Filer/USAddress/AddressLine1Txt02902 Debra Ln
ReturnHeader/Filer/USAddress/CityNm0Corpus Christi
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078418
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550842444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FLOYD GREEN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03114 Mercer University Drive Suite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303414144
ReturnHeader/PreparerPersonGrp/PhoneNum07704572550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Floyd Green Jr CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-16T15:26:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits