Civic Intelligence

Dr Jeffrey R Bartel Scholarship Fund

990EZ • Fiscal year 2019 • EIN 56-2404626

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 09, 2019

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

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

1.32x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-142%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$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 • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-4.7%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-60%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$94,138

Down $4,624 (-4.7%) from 2018

Net Assets

Down

$89,838

Down $4,624 (-4.9%) from 2018

Liabilities

Flat

$4,300

Flat from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin4th percentile

Revenue

Down

$3,266

Down $4,938 (-60%) from 2018

Expenses

Down

$7,890

Down $2,145 (-21%) from 2018

Net Income

Down

-$4,624

Down $2,793 (-153%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th 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: $93,402Liabilities 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

2019

Assets$94,138
Liabilities$4,300
Net Assets$89,838
Open 2019 Filing

Operations Trend

Revenue Growth7th 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 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

2019

Revenue$3,266
Expenses$7,890
Net Income-$4,624
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 9, 2019
Return Version
2018v3.1
Gross Receipts
$3,266
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 the most needy is a reflection of his legacy.

Program Services

DescriptionGrantsExpenses
Tyler Urbanus of 10 Sparrow Circle, Taunton, MA 02780and she will be attending Pace University$5,000$5,000
Lorna Li of Taunton, Ma 02780 and she will be attendingWellesley College$2,500$2,500
Compensation and Service Providers
Top Officer Pay77th percentile

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
2019-09-09
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

Form 990EZ, Part I, Line 10

“Scholarship Awards; Scholarship; Tyler Urbanus - Pace Univ.: Lorna Li - Wellesley College, , , ; None, 7500.”

Form 990EZ, Part II, Line 26

“Undeposted Check for Kelly Devlin O/S #134 4300.”

Raw XML Appendix171 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/BOYAmt098762
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt094138
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01250
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4624
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt098762
IRS990EZ/Form990TotalAssetsGrp/EOYAmt094138
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt03266
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02016
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt094462
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089838
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt094462
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089838
IRS990EZ/OccupancyRentUtltsAndMaintAmt0390
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. Dr. Bartel was emphatic about the importance of Education and to help the most needy is a reflection of his legacy.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Tyler Urbanus of 10 Sparrow Circle, Taunton, MA 02780and she will be attending Pace University
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Lorna Li of Taunton, Ma 02780 and she will be attendingWellesley College
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12500
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/TotalExpensesAmt07890
IRS990EZ/TotalProgramServiceExpensesAmt07500
IRS990EZ/TotalRevenueAmt03266
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026643
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt096617
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01447
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02318
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0364
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06265
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01447
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02318
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0364
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06265
IRS990ScheduleA/InvestmentIncomeCYPct00.06090
IRS990ScheduleA/InvestmentIncomePYPct00.03510
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.93910
IRS990ScheduleA/PublicSupportPY509Pct00.96490
IRS990ScheduleA/PublicSupportTotal509Amt096617
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017020
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028761
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022943
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026643
IRS990ScheduleA/Total509Grp/TotalAmt096617
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0102882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarship Awards; Scholarship; Tyler Urbanus - Pace Univ.: Lorna Li - Wellesley College, , , ; None, 7500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Undeposted Check for Kelly Devlin O/S #134 4300.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vicki Moitoza
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07742189757
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A78CD9CEF50B6CE23DD6C7314080439F865CCABA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A78CD9CEF50B6CE23DD6C7314080439F865CCABA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.60.211.113
ReturnHeader/FilingSecurityInformation/IPDt02019-09-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:26:57
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/PreparationDt02019-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George Pelletier
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-09-21T07:27:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$94,138
Liabilities
$4,300
Net assets
$89,838
Revenue
$3,266
Expenses
$7,890
Net income
-$4,624
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
2019Detailed filing. Detailed filing data is available for this year.$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