Civic Intelligence

Bartholomew House Inc

990 • Fiscal year 2020 • EIN 52-1979394

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 21, 2021

Organization ProfileN/A
11400 Rockville Pike Ste 505Rockville, MD 20852

(301) 493-6000

Siviq Scores

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

Liabilities / Assets

81st percentile

0.49x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.98x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

23rd percentile

-9.0%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

95th percentile

$341,234

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

2.5%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$4,221,828

Up $728,085 (+21%) from 2019

Net Assets

Down

$2,145,568

Down $192,364 (-8.2%) from 2019

Liabilities

Up

$2,076,260

Up $920,449 (+80%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin23rd percentile

Revenue

Up

$2,127,564

Up $52,359 (+2.5%) from 2019

Expenses

Up

$2,319,928

Up $329,467 (+17%) from 2019

Net Income

Down

-$192,364

Down $277,108 (-327%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,688,485Liabilities 2011: $1,814,369Net Assets 2011: $1,874,1162011Assets 2012: $3,695,765Liabilities 2012: $1,842,896Net Assets 2012: $1,852,8692012Assets 2013: $3,721,460Liabilities 2013: $1,743,278Net Assets 2013: $1,978,1822013Assets 2014: $3,692,833Liabilities 2014: $1,635,011Net Assets 2014: $2,057,8222014Assets 2015: $3,630,255Liabilities 2015: $1,517,724Net Assets 2015: $2,112,5312015Assets 2016: $3,603,177Liabilities 2016: $1,377,997Net Assets 2016: $2,225,1802016Assets 2017: $3,505,952Liabilities 2017: $1,258,843Net Assets 2017: $2,247,1092017Assets 2018: $3,473,985Liabilities 2018: $1,220,797Net Assets 2018: $2,253,1882018Assets 2019: $3,493,743Liabilities 2019: $1,155,811Net Assets 2019: $2,337,9322019Assets 2020: $4,221,828Liabilities 2020: $2,076,260Net Assets 2020: $2,145,5682020Assets 2021: $3,644,412Liabilities 2021: $1,798,851Net Assets 2021: $1,845,5612021Assets 2022: $3,468,493Liabilities 2022: $1,767,779Net Assets 2022: $1,700,7142022Assets 2023: $3,338,575Liabilities 2023: $1,924,560Net Assets 2023: $1,414,0152023Assets 2024: $3,072,216Liabilities 2024: $1,815,954Net Assets 2024: $1,256,2622024

Highlighted filing

2020

Assets$4,221,828
Liabilities$2,076,260
Net Assets$2,145,568
Open 2020 Filing

Operations Trend

Revenue Growth53rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,385,078Expenses 2011: $1,244,200Net Income 2011: $140,8782011Revenue 2012: $1,469,651Expenses 2012: $1,490,898Net Income 2012: -$21,2472012Revenue 2013: $1,659,032Expenses 2013: $1,533,719Net Income 2013: $125,3132013Revenue 2014: $1,738,364Expenses 2014: $1,658,724Net Income 2014: $79,6402014Revenue 2015: $1,827,483Expenses 2015: $1,772,774Net Income 2015: $54,7092015Revenue 2016: $1,874,627Expenses 2016: $1,761,978Net Income 2016: $112,6492016Revenue 2017: $1,840,961Expenses 2017: $1,819,032Net Income 2017: $21,9292017Revenue 2018: $1,833,709Expenses 2018: $1,827,630Net Income 2018: $6,0792018Revenue 2019: $2,075,205Expenses 2019: $1,990,461Net Income 2019: $84,7442019Revenue 2020: $2,127,564Expenses 2020: $2,319,928Net Income 2020: -$192,3642020Revenue 2021: $2,201,944Expenses 2021: $2,501,951Net Income 2021: -$300,0072021Revenue 2022: $2,164,165Expenses 2022: $2,309,012Net Income 2022: -$144,8472022Revenue 2023: $1,198,282Expenses 2023: $1,385,854Net Income 2023: -$187,5722023Revenue 2024: $2,820,023Expenses 2024: $2,977,773Net Income 2024: -$157,7502024

Highlighted filing

2020

Revenue$2,127,564
Expenses$2,319,928
Net Income-$192,364
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 21, 2021
Return Version
2019v5.1
Gross Receipts
$2,127,564
Mission and Program Overview

Mission

Assisted living residence for low- and moderate-income frail elderly persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,372,696$2,365,993▼ $6,703
Savings and Temporary Cash Investments$390,694$425,402▲ $34,708
Cash and Non-Interest-Bearing Accounts$300$163,760▲ $163,460
Accounts Receivable$13,845$25,098▲ $11,253
Prepaid Expenses and Deferred Charges$7,725$0▼ $7,725
Total Assets$3,493,743$4,221,828▲ $728,085
Other Assets Total$708,483$1,241,575▲ $533,092
Liabilities
Mortgage Notes Payable Secured by Investment Property$937,331$1,576,064▲ $638,733
Accounts Payable and Accrued Expenses$34,365$307,393▲ $273,028
Other Liabilities$181,909$190,818▲ $8,909
Deferred Revenue$2,206$1,985▼ $221
Total Liabilities$1,155,811$2,076,260▲ $920,449
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,337,932$2,145,568▼ $192,364
Total Net Assets Fund Balance$2,337,932$2,145,568▼ $192,364
Total Liabilities and Net Assets / Fund Balance$3,493,743$4,221,828▲ $728,085

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,806,827$1,956,460$3,763,287
Land$500,000-$500,000
Other Land Buildings$41,357$146,658$188,015
Equipment$17,809$117,570$135,379
Other Assets Org$191,331--
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Julie SmithChair (incoming - January 2020)
Paul E Johnson JrChair (outgoing - December 2019)
Leila a FinucaneCEO/president
Jacqueline R SmedleyVice President
Eric SimontisDirector
Rev Daniel CarsonDirector
Jeffrey BlackwellAssistant Secretary
John D SpencerSecretary
Kathleen McwilliamsTreasurer (outgoing - December 2019)
Michelle M LimeresVP, Accounting and Admin Services
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,113,897
Investment Income
$13,667
Other Revenue
$0
Change in Net Assets
$-192,364

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,127,564
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,127,564
Total Revenue per Form 990
$2,127,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,159,928
Grants and Similar Amounts Paid$160,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$542,332$146,399-$688,731
Grants to Domestic Orgs$160,000--$160,000
Depreciation Depletion$138,908--$138,908
Occupancy$67,392--$67,392
Interest$65,580--$65,580
Fees for Services Accounting-$48,372-$48,372
Other Expenses$31,249--$31,249
Fees for Services Legal$22,048--$22,048
All Other Expenses$16,353--$16,353
Insurance$12,391--$12,391
Office Expenses$11,111--$11,111
Advertising$10,569--$10,569
Information Technology-$2,376-$2,376
Total Functional Expenses$2,122,781$197,147$0$2,319,928

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,319,928
Total Expenses per Audited Statements$2,319,928
Total Expenses per Form 990$2,319,928
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Victory Housing IncRockville, MD501(c)(3)General Support$160,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Resident Security Deposits$190,818
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board delegates the review of the form 990 to the audit committee. The audit committee reviews the 990 and reports to the full board its recommendations and then the board approves the 990.”

Form 990, Part VI, Section B, Line 12C

“The organization's related organization, victory housing, has a written conflict of interest policy. The board members and officers of the organization acknowledge and adhere to this policy, and they annually disclose any conflicts of interest. Additionally, any conflicts that arise that are related to transactions considered by the board are discussed at quarterly meetings.”

Form 990, Part VI, Section B, Line 15

“Those members of the board for whom compensation is reported in part vii of this form 990 are compensated by a related organization, victory housing, inc.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Bartholomew House Inc
EIN
52-1979394
Phone
3014936000
Address
11400 ROCKVILLE PIKE STE 505, ROCKVILLE, MD 20852

Signing Officer

Name
Leila a Finucane
Title
CEO/president
Phone
3014936000
Signed
2021-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leila a Finucane
Formed
1996
Legal Domicile
Md
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
7501 WISCONSIN AVENUE SUITE 400E, BETHESDA, MD 20814
Preparer
Glenn M Shelton
Phone
3016529100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Bartholomew has applied for and received a determination letter from the internal revenue service ("irs") to be treated as a tax-exempt entity pursuant to section 501(c)(3) of the internal revenue code and did not have any unrelated business income for the year ended june 30, 2020. Due to its tax-exempt status, bartholomew is not subject to income taxes. Bartholomew is required to file and does file tax returns with the irs and other taxing authorities. Accordingly, these financial statements do not reflect a provision for income taxes and bartholomew has no other tax positions which must be considered for disclosure. The bartholomew's form 990, return of organization exempt from income tax, for the tax years ending 2017, 2018, and 2019 are subject to examination by the irs, generally for three years after they were filed.”

Raw XML AppendixShowing 400 of 1,124 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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IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0937331
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01576064
IRS990/NetAssetsOrFundBalancesBOYAmt02337932
IRS990/NetAssetsOrFundBalancesEOYAmt02145568
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02337932
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02145568
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt067392
IRS990/OccupancyGrp/TotalAmt067392
IRS990/OfficeExpensesGrp/ProgramServicesAmt011111
IRS990/OfficeExpensesGrp/TotalAmt011111
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0708483
IRS990/OtherAssetsTotalGrp/EOYAmt01241575
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SERVICE EXPENSES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISC ADMIN
IRS990/OtherExpensesGrp/Desc3MISC. FINANCIAL EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0842681
IRS990/OtherExpensesGrp/ProgramServicesAmt1169045
IRS990/OtherExpensesGrp/ProgramServicesAmt233122
IRS990/OtherExpensesGrp/ProgramServicesAmt331249
IRS990/OtherExpensesGrp/TotalAmt0842681
IRS990/OtherExpensesGrp/TotalAmt1169045
IRS990/OtherExpensesGrp/TotalAmt233122
IRS990/OtherExpensesGrp/TotalAmt331249
IRS990/OtherLiabilitiesGrp/BOYAmt0181909
IRS990/OtherLiabilitiesGrp/EOYAmt0190818
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07725
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0LEILA A FINUCANE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME-HOUSING
IRS990/ProgramServiceRevenueGrp/Desc1OTHER HOUSING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02109871
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14026
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02109871
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14026
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02669
IRS990/PYOtherExpensesAmt01548387
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02072536
IRS990/PYRevenuesLessExpensesAmt084744
IRS990/PYSalariesCompEmpBnftPaidAmt0442074
IRS990/PYTotalExpensesAmt01990461
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02075205
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-192364
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02113897
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0390694
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0425402
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013667
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02669
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02573
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02172
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03483
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02113897
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02072536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01830986
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01838789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01871144
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09727352
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013667
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02669
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02573
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02172
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03483
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024564
IRS990ScheduleA/InvestmentIncomeCYPct00.00250
IRS990ScheduleA/InvestmentIncomePYPct00.00120
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99750
IRS990ScheduleA/PublicSupportPY509Pct00.99880
IRS990ScheduleA/PublicSupportTotal509Amt09727502
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02113897
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02072536
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01831136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01838789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01871144
IRS990ScheduleA/Total509Grp/TotalAmt09727502
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02127564
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02075205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01833709
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01840961
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01874627
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09752066
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01806827
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01956460
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03763287
IRS990ScheduleD/EquipmentGrp/BookValueAmt017809
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0117570
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0135379
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02319928
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0500000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0500000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01050244
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1191331
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDENT SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt041357
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0146658
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0188015
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0190818
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02127564
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BARTHOLOMEW HAS APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") TO BE TREATED AS A TAX-EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2020. DUE TO ITS TAX-EXEMPT STATUS, BARTHOLOMEW IS NOT SUBJECT TO INCOME TAXES. BARTHOLOMEW IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND BARTHOLOMEW HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. THE BARTHOLOMEW'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE TAX YEARS ENDING 2017, 2018, AND 2019 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02365993
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01241575
IRS990ScheduleD/TotalExpensesPerForm990Amt02319928
IRS990ScheduleD/TotalLiabilityAmt0190818
IRS990ScheduleD/TotalRevenuePerForm990Amt02127564
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02127564
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02319928
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0160000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VICTORY HOUSING INC
IRS990ScheduleI/RecipientTable/RecipientEIN0521261881
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011400 ROCKVILLE PIKE SUITE 505
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCKVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020852
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE ISSUED TO A RELATED ORGANIZATION. THEREFORE, THE USE OF FUNDS IS ABLE TO BE MONITORED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt050000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt117500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt225000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt315000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt425000

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,221,828
Liabilities
$2,076,260
Net assets
$2,145,568
Revenue
$2,127,564
Expenses
$2,319,928
Net income
-$192,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$1.82$1.26$2.82$2.98$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.34$1.92$1.41$1.20$1.39$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.47$1.77$1.70$2.16$2.31$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.64$1.80$1.85$2.20$2.50$0.30
2020Detailed filing. Detailed filing data is available for this year.$4.22$2.08$2.15$2.13$2.32$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.49$1.16$2.34$2.08$1.99$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.47$1.22$2.25$1.83$1.83$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.51$1.26$2.25$1.84$1.82$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.60$1.38$2.23$1.87$1.76$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.63$1.52$2.11$1.83$1.77$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.69$1.64$2.06$1.74$1.66$0.08
2013Summary only. Only limited summary data is available for this year.$3.72$1.74$1.98$1.66$1.53$0.13
2012Summary only. Only limited summary data is available for this year.$3.70$1.84$1.85$1.47$1.49$0.02
2011Summary only. Only limited summary data is available for this year.$3.69$1.81$1.87$1.39$1.24$0.14