Civic Intelligence

Shannon M and Joel E Barthelemy Foundation

990PF • Fiscal year 2019 • EIN 47-1790131

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization Profile
15023 North 73rd StreetScottsdale, AZ 85260

(480) 215-5184

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

1.00x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-39900%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$5,500

Up $5,500 from 2018

Net Assets

Up

$5,500

Up $5,500 from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin1st percentile

Revenue

Up

$1

Up $1 from 2018

Expenses

Up

$400

Up $400 from 2018

Net Income

Down

-$399

Down $399 from 2018

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1Liabilities 2014: $1Net Assets 2014: $02014Assets 2015: $1Liabilities 2015: $1Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $5,500Liabilities 2019: $1Net Assets 2019: $5,5002019Assets 2020: $5,100Liabilities 2020: $1Net Assets 2020: $5,1002020Assets 2021: $2,100Liabilities 2021: $1Net Assets 2021: $2,1002021Assets 2022: $1,500Liabilities 2022: $1Net Assets 2022: $1,5002022Assets 2023: $2,070Liabilities 2023: $1Net Assets 2023: $2,0702023Assets 2024: $1,821,727Liabilities 2024: $0Net Assets 2024: $1,821,7272024

Highlighted filing

2019

Assets$5,500
Liabilities$1
Net Assets$5,500
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $1Expenses 2019: $400Net Income 2019: -$3992019Revenue 2020: $1Expenses 2020: $400Net Income 2020: -$3992020Revenue 2021: $1Expenses 2021: $3,000Net Income 2021: -$2,9992021Revenue 2022: $1Expenses 2022: $600Net Income 2022: -$5992022Revenue 2023: $1Expenses 2023: $36Net Income 2023: -$352023Revenue 2024: $3,000,000Expenses 2024: $1,180,343Net Income 2024: $1,819,6572024

Highlighted filing

2019

Revenue$1
Expenses$400
Net Income-$399
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL E BARTHELEMYPresident-$0--
SHANNON M BARTHELEMYVice President-$0--
Filing and Contact Details

Filer

Filer Name
Shannon M and Joel E Barthelemy
EIN
47-1790131
Phone
4802155184
Address
15023 NORTH 73RD STREET, SCOTTSDALE, AZ 85260

Signing Officer

Name
Joel Barthelemy
Title
President
Phone
4802155184
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Semple Marchal & Cooper Llp
Address
3101 N CENTRAL AVENUE SUITE 1600, PHOENIX, AZ 85012
Preparer
Brian F Semple CPA
Phone
6022411500
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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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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAN
ReturnHeader/Filer/EIN0471790131
ReturnHeader/Filer/PhoneNum04802155184
ReturnHeader/Filer/USAddress/AddressLine1Txt015023 NORTH 73RD STREET
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085260
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0248F5E329BDD50A95ABF4CDE758F40824FFE2174
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0248F5E329BDD50A95ABF4CDE758F40824FFE2174
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.177.14.31
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm012:33:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860750046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEMPLE MARCHAL & COOPER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03101 N CENTRAL AVENUE SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085012
ReturnHeader/PreparerPersonGrp/PhoneNum06022411500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN F SEMPLE CPA
ReturnHeader/ReturnTs02020-11-11T13:33:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,500
Liabilities
$1
Net assets
$5,500
Revenue
$1
Expenses
$400
Net income
-$399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$3.00$1.18$1.82
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00