Civic Intelligence

Dr Jeffrey R Bartel Scholarship Fund

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.

59 West Weir StreetTaunton, MA 02780

n/A

Siviq Scores

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

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

92nd percentile

0.61x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

11th percentile

-78%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

40th percentile

-8.4%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-26%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

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

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $85,274Liabilities 2012: $02012Assets 2013: $90,503Liabilities 2013: $02013Assets 2014: $90,549Liabilities 2014: $02014Assets 2015: $92,434Liabilities 2015: $02015Assets 2016: $93,402Liabilities 2016: $02016Assets 2017: $96,293Net Assets 2017: $96,2932017Assets 2018: $98,762Liabilities 2018: $4,300Net Assets 2018: $94,4622018Assets 2019: $94,138Liabilities 2019: $4,300Net Assets 2019: $89,8382019Assets 2020: $85,153Liabilities 2020: $4,300Net Assets 2020: $80,8532020Assets 2021: $85,231Liabilities 2021: $4,300Net Assets 2021: $80,9312021Assets 2022: $66,253Liabilities 2022: $4,300Net Assets 2022: $61,9532022Assets 2023: $61,087Liabilities 2023: $4,300Net Assets 2023: $56,7872023Assets 2024: $65,548Liabilities 2024: $4,300Net Assets 2024: $61,2482024Assets 2025: $60,074Liabilities 2025: $4,300Net Assets 2025: $55,7742025

Highlighted filing

2025

Assets$60,074
Liabilities$4,300
Net Assets$55,774

Operations Trend

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

$20K$10K$0-$10K-$20KRevenue 2012: $13,909Expenses 2012: $10,275Net Income 2012: $3,6342012Revenue 2013: $15,320Expenses 2013: $10,091Net Income 2013: $5,2292013Revenue 2014: $12,796Expenses 2014: $12,750Net Income 2014: $462014Revenue 2015: $12,114Expenses 2015: $10,229Net Income 2015: $1,8852015Revenue 2016: $11,003Expenses 2016: $10,035Net Income 2016: $9682016Revenue 2017: $15,426Expenses 2017: $10,035Net Income 2017: $5,3912017Revenue 2018: $8,204Expenses 2018: $10,035Net Income 2018: -$1,8312018Revenue 2019: $3,266Expenses 2019: $7,890Net Income 2019: -$4,6242019Revenue 2020: $3,782Expenses 2020: $12,767Net Income 2020: -$8,9852020Revenue 2021: $7,578Expenses 2021: $7,500Net Income 2021: $782021Revenue 2022: $45Expenses 2022: $19,023Net Income 2022: -$18,9782022Revenue 2023: $4,869Expenses 2023: $10,035Net Income 2023: -$5,1662023Revenue 2024: $9,461Expenses 2024: $5,000Net Income 2024: $4,4612024Revenue 2025: $7,026Expenses 2025: $12,500Net Income 2025: -$5,4742025

Highlighted filing

2025

Revenue$7,026
Expenses$12,500
Net Income-$5,474

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.1$4.30$55.8$7.03$12.5$5.47
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.5$4.30$61.2$9.46$5.00$4.46
2023Detailed filing. Detailed filing data is available for this year.$61.1$4.30$56.8$4.87$10.0$5.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.3$4.30$62.0$0.05$19.0$19.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.2$4.30$80.9$7.58$7.50$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.2$4.30$80.9$3.78$12.8$8.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.1$4.30$89.8$3.27$7.89$4.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.8$4.30$94.5$8.20$10.0$1.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.3$96.3$15.4$10.0$5.39
2016Summary only. Only limited summary data is available for this year.$93.4$0.00$11.0$10.0$0.97
2015Summary only. Only limited summary data is available for this year.$92.4$0.00$12.1$10.2$1.89
2014Summary only. Only limited summary data is available for this year.$90.5$0.00$12.8$12.8$0.05
2013Summary only. Only limited summary data is available for this year.$90.5$0.00$15.3$10.1$5.23
2012Summary only. Only limited summary data is available for this year.$85.3$0.00$13.9$10.3$3.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 18, 2025
Return Version
2024v5.2
Gross Receipts
$7,026
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dianne BartelPresident-$0--
Christopher BartelVice President-$0--
Vicki MoitozaSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Dr Jeffrey R Bartel Scholarship Fund
EIN
56-2404626
Phone
7742189757
Address
59 West Weir Street, Taunton, MA 02780

Signing Officer

Name
Vicki Moitoza
Title
Treasurer
Phone
7742189757
Signed
2025-09-18
Discuss with paid preparer
Yes

Preparer

Firm
George Pelletier EA
Address
37 Carlson Lane Unit 1, Falmouth, MA 02540
Preparer
George Pelletier
Phone
7747632287
Supplemental Narrative

Additional Explanations

Pt III, Line 31

Donation/Scholarship payment to Boys & Girls Club of Taunton for Summer Camp to low income children $5,000.

Form 990EZ, Part I, Line 10

College scholarship; scholarship; 3 award recipients: , , , ; none, 12500.

Form 990EZ, Part II, Line 26

Undeposited Check for Kelly Devlin O/S #134 4300.

Raw XML Appendix173 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/PersonNm0Vicki Moitoza
IRS990EZ/BooksInCareOfDetail/PhoneNum07742189757
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt059 West Weir St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Taunton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002780
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065548
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060074
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02280
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5474
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065548
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060074
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt07026
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04746
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061248
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055774
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061248
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055774
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dianne Bartel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christopher Bartel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Vicki Moitoza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A 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/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Granted College Scholarship to BROOK BELLATTENDING MA COLLEGE OF PHARMACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTED SCHOLARSHIP TO THE BOYS & GIRLS CLUB OF TAUNTONMA FOR THEIR SUMMER CAMP PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRANTED SCHOLARSHIP TO JENNA PERIERA FOR HARVARD COLLEGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Donation/Scholarship payment to Boys & Girls Club of Taunton for Summer Camp to low income children $5,000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04300
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04300
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012500
IRS990EZ/TotalProgramServiceExpensesAmt012500
IRS990EZ/TotalRevenueAmt07026
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06763
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04746
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06462
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03668
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07578
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt022499
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04746
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06462
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03668
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt045
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07578
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt022499
IRS990ScheduleA/InvestmentIncomeCYPct00.76890
IRS990ScheduleA/InvestmentIncomePYPct00.79130
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.23110
IRS990ScheduleA/PublicSupportPY509Pct00.20870
IRS990ScheduleA/PublicSupportTotal509Amt06763
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02280
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0283
IRS990ScheduleA/Total509Grp/TotalAmt06763
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt029262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Donation/Scholarship payment to Boys & Girls Club of Taunton for Summer Camp to low income children $5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COLLEGE SCHOLARSHIP; SCHOLARSHIP; 3 AWARD RECIPIENTS: , , , ; NONE, 12500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Undeposited Check for Kelly Devlin O/S #134 4300.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReasonableCauseExplanation/ExplanationTxt0TIMELY FILING OF NON-PROFIT RETURN FOR FY 2024
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vicki Moitoza
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07742189757
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dr Jeffrey R Bartel Scholarship Fund
ReturnHeader/Filer/BusinessNameControlTxt0DRJE
ReturnHeader/Filer/EIN0562404626
ReturnHeader/Filer/PhoneNum07742189757
ReturnHeader/Filer/USAddress/AddressLine1Txt059 West Weir Street
ReturnHeader/Filer/USAddress/CityNm0Taunton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002780
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472380210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0George Pelletier EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt037 Carlson Lane Unit 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Falmouth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002540
ReturnHeader/PreparerPersonGrp/PhoneNum07747632287
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George Pelletier
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-02T11:39:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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Peer Organizations

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