Civic Intelligence

Dr Jeffrey R Bartel Scholarship Fund

990EZ • Fiscal year 2016 • EIN 56-2404626

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 27, 2016

Organization ProfileN/A
59 West Weir StreetTaunton, MA 02780

(774) 218-9757

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

62nd percentile

8.8%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

49th percentile

1.0%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-9.2%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$93,402

Flat from 2016

Net Assets

$93,402

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin62nd percentile

Revenue

Flat

$11,003

Flat from 2016

Expenses

Flat

$10,035

Flat from 2016

Net Income

Flat

$968

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$100K$50K$0Assets 2012: $85,274Liabilities 2012: $02012Assets 2013: $90,503Liabilities 2013: $02013Assets 2014: $90,549Liabilities 2014: $02014Assets 2015: $92,434Liabilities 2015: $02015Assets 2016: $93,402Net Assets 2016: $93,4022016Assets 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

2016

Assets$93,402
Liabilities-
Net Assets$93,402
Open 2016 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this 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 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

2016

Revenue$11,003
Expenses$10,035
Net Income$968
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 27, 2016
Return Version
2015v2.1
Gross Receipts
$23,063
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.

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. Dr. Bartel was emphatic about the importance of Education, and to help those most needy is a reflection of his legacy.

Program Services

DescriptionGrantsExpenses
Ms. Toni Graca, a highly motivated student with many activities in support of community causes. A very needy and deserving student. She is attended the Univ.of NH$7,500$7,500
The Boys & Girls Club of Taunton MA was awarded a grant in support of their summer camp program, which allowed several disadvantaged youth to attend$2,500$2,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANNE BARTELPresident-$0--
CHRISTOPHER BARTELVice President-$0--
VICKI MOITOZASecretary/Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$16,888$16,888$2,791$14,097
Total Events$16,888$16,888$12,060$4,828
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
2016-09-27
Discuss with paid preparer
Yes

Preparer

Firm
George Pelletier EA
Address
140 Wild Harbor Rd, North Falmouth, MA 02556
Preparer
George Pelletier
Phone
5085646212
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Scholarship Recipient/UMass Boston; Scholarship; Toni Graca: 3 Recipients, , , ; None, 10000.”

Form 990EZ, Part I, Line 16

“Commonwealth of MA Filing Fee 35.”

Raw XML Appendix164 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/PhoneNum05088227549
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt059 West Weir St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Taunton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002780
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092434
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt093402
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06055
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0968
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092434
IRS990EZ/Form990TotalAssetsGrp/EOYAmt093402
IRS990EZ/FundraisingGrossIncomeAmt016888
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt023063
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVIInd0X
IRS990EZ/InvestmentIncomeAmt0120
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092434
IRS990EZ/NetAssetsOrFundBalancesEOYAmt093402
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092434
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt093402
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/OtherExpensesTotalAmt035
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. Dr. Bartel was emphatic about the importance of Education, and to help those most needy is a reflection of his legacy.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Ms. Toni Graca, a highly motivated student with many activities in support of community causes. A very needy and deserving student. She is attended the Univ.of NH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Boys & Girls Club of Taunton MA was awarded a grant in support of their summer camp program, which allowed several disadvantaged youth to attend
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012060
IRS990EZ/SpecialEventsNetIncomeLossAmt04828
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010035
IRS990EZ/TotalProgramServiceExpensesAmt010000
IRS990EZ/TotalRevenueAmt011003
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0124334
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0364
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0169
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0626
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0742
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0364
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0169
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0626
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0742
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02021
IRS990ScheduleA/InvestmentIncomeCYPct00.01600
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98400
IRS990ScheduleA/PublicSupportPY509Pct00.98000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0124334
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022943
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026703
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025955
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024265
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024468
IRS990ScheduleA/Total509Grp/TotalAmt0124334
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0126355
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012060
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02640
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016888
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04828
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0930
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0930
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02791
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02791
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05699
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarship Recipient/UMass Boston; Scholarship; Toni Graca: 3 Recipients, , , ; None, 10000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Commonwealth of MA Filing Fee 35.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICKI MOITOZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07742189757
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-27
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0George Pelletier EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 Wild Harbor Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0North Falmouth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002556
ReturnHeader/PreparerPersonGrp/PhoneNum05085646212
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE PELLETIER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-04T06:16:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,402
Liabilities
-
Net assets
$93,402
Revenue
$11,003
Expenses
$10,035
Net income
$968
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
2016Detailed filing. Detailed filing data is available for this year.$93.4$93.4$11.0$10.0$0.97
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