Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
EIN 56-2404626 • 501(c)3 • Taunton, MA
Profile
A non-profit Scholarship fund started in 2003 in memory of Dr. Jeffrey Bartel, who died in a tragic Auto accident at the age of 30.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Liabilities / Revenue
92nd percentile
Higher debt load relative to revenue than 92% of similar nonprofits.
Net Margin
11th percentile
Higher net margin than 11% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
40th percentile
Faster asset growth than 40% of similar nonprofits.
Revenue Growth
28th percentile
Faster revenue growth than 28% of similar nonprofits.
Assets
Down$60,074
Down $5,474 (-8.4%) from 2024
Liabilities
Flat$4,300
Flat from 2024
Net Assets
Down$55,774
Down $5,474 (-8.9%) from 2024
Revenue
Down$7,026
Down $2,435 (-26%) from 2024
Expenses
Up$12,500
Up $7,500 (+150%) from 2024
Net Income
Down-$5,474
Down $9,935 (-223%) from 2024
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
A non-profit Scholarship fund started in 2003 in memory of Dr. Jeffrey Bartel, who died in a tragic Auto accident at the age of 30.
| Description | Grants | Expenses |
|---|---|---|
| Granted College Scholarship to BROOK BELLATTENDING MA COLLEGE OF PHARMACY | $5,000 | $5,000 |
| GRANTED SCHOLARSHIP TO JENNA PERIERA FOR HARVARD COLLEGE | $5,000 | $5,000 |
| GRANTED SCHOLARSHIP TO THE BOYS & GIRLS CLUB OF TAUNTONMA FOR THEIR SUMMER CAMP PROGRAM | $2,500 | $2,500 |
| Donation/Scholarship payment to Boys & Girls Club of Taunton for Summer Camp to low income children $5,000. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Dianne Bartel | President | - | $0 | - | - |
| Christopher Bartel | Vice President | - | $0 | - | - |
| Vicki Moitoza | Secretary/Treasurer | - | $0 | - | - |
“Donation/Scholarship payment to Boys & Girls Club of Taunton for Summer Camp to low income children $5,000.”
“College scholarship; scholarship; 3 award recipients: , , , ; none, 12500.”
“Undeposited Check for Kelly Devlin O/S #134 4300.”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Vicki Moitoza |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7742189757 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 59 West Weir St |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Taunton |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02780 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 65548 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 60074 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 2280 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -5474 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 65548 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 60074 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 12500 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 7026 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4746 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 61248 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 55774 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 61248 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 55774 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Dianne Bartel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Christopher Bartel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Vicki Moitoza |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary/Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | A non-profit Scholarship fund started in 2003 in memory of Dr. Jeffrey Bartel, who died in a tragic Auto accident at the age of 30. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Granted College Scholarship to BROOK BELLATTENDING MA COLLEGE OF PHARMACY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | GRANTED SCHOLARSHIP TO THE BOYS & GIRLS CLUB OF TAUNTONMA FOR THEIR SUMMER CAMP PROGRAM |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | GRANTED SCHOLARSHIP TO JENNA PERIERA FOR HARVARD COLLEGE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | Donation/Scholarship payment to Boys & Girls Club of Taunton for Summer Camp to low income children $5,000. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 5000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 2500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 5000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 5000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 2500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 5000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 4300 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 4300 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 12500 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 12500 |
| IRS990EZ/TotalRevenueAmt | 0 | 7026 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 2280 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1200 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 283 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 6763 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 4746 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 6462 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3668 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 45 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7578 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 22499 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 4746 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 6462 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 3668 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 45 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 7578 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 22499 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.76890 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.79130 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/PrivateFoundation509Ind | 0 | X |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.23110 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.20870 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 6763 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 2280 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3000 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1200 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 283 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 6763 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 29262 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Donation/Scholarship payment to Boys & Girls Club of Taunton for Summer Camp to low income children $5,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | COLLEGE SCHOLARSHIP; SCHOLARSHIP; 3 AWARD RECIPIENTS: , , , ; NONE, 12500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Undeposited Check for Kelly Devlin O/S #134 4300. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt III, Line 31 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part II, Line 26 |
| ReasonableCauseExplanation/ExplanationTxt | 0 | TIMELY FILING OF NON-PROFIT RETURN FOR FY 2024 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Vicki Moitoza |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7742189757 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Dr Jeffrey R Bartel Scholarship Fund |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | DRJE |
| ReturnHeader/Filer/EIN | 0 | 562404626 |
| ReturnHeader/Filer/PhoneNum | 0 | 7742189757 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 59 West Weir Street |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Taunton |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 02780 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 472380210 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | George Pelletier EA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 37 Carlson Lane Unit 1 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Falmouth |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 02540 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7747632287 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-10-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | George Pelletier |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-10-02T11:39:13-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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