Civic Intelligence

Bartlett Lions Foundation

990EZ • Fiscal year 2019 • EIN 62-1107993

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 22, 2019

PO Box 796Ellendale, TN 38029-0796

(901) 451-9393

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

89th percentile

41%

Higher net margin than 89% 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

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

50th percentile

0.9%

Faster revenue growth than 50% of similar nonprofits.

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

Assets

Up

$53,258

Up $10,061 (+23%) from 2018

Net Assets

Up

$53,258

Up $10,061 (+23%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$24,709

Up $231 (+0.9%) from 2018

Expenses

Down

$14,648

Down $3,222 (-18%) from 2018

Net Income

Up

$10,061

Up $3,453 (+52%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2018: $43,197Liabilities 2018: $0Net Assets 2018: $43,1972018Assets 2019: $53,258Liabilities 2019: $0Net Assets 2019: $53,2582019Assets 2020: $67,129Liabilities 2020: $0Net Assets 2020: $67,1292020Assets 2021: $72,021Liabilities 2021: $0Net Assets 2021: $72,0212021Assets 2022: $81,018Liabilities 2022: $0Net Assets 2022: $81,0182022Assets 2023: $83,421Liabilities 2023: $0Net Assets 2023: $83,4212023Assets 2024: $90,785Liabilities 2024: $0Net Assets 2024: $90,7852024Assets 2025: $96,181Liabilities 2025: $0Net Assets 2025: $96,1812025

Highlighted filing

2019

Assets$53,258
Liabilities$0
Net Assets$53,258

Operations Trend

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

$30K$20K$10K$0Revenue 2018: $24,478Expenses 2018: $17,870Net Income 2018: $6,6082018Revenue 2019: $24,709Expenses 2019: $14,648Net Income 2019: $10,0612019Revenue 2020: $25,096Expenses 2020: $11,225Net Income 2020: $13,8712020Revenue 2021: $15,982Expenses 2021: $11,090Net Income 2021: $4,8922021Revenue 2022: $20,306Expenses 2022: $11,309Net Income 2022: $8,9972022Revenue 2023: $21,531Expenses 2023: $19,128Net Income 2023: $2,4032023Revenue 2024: $22,866Expenses 2024: $15,502Net Income 2024: $7,3642024Revenue 2025: $29,953Expenses 2025: $24,557Net Income 2025: $5,3962025

Highlighted filing

2019

Revenue$24,709
Expenses$14,648
Net Income$10,061
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 22, 2019
Return Version
2018v3.0
Gross Receipts
$66,568
Mission and Program Overview

Mission

Our primary purpose is to provide vision and hearing assistance to low income people in our community.

Program Services

DescriptionGrantsExpenses
Donation to Mid-South Lions Sight and Hearing Services$0$3,000
Other small donations to the Tennessee School for the Blind, Little League Baseball, etc$0$2,250
Hearing Services$0$2,070
Donation to the Lions Club International Foundation$0$1,650
Donation to Bartlett City Schools$0$1,225
Donation to Special Olympics$0$1,200
Vision Services$0$1,052
Leader Dog Donation$0$500
Donation to the City of Bartlett Family Assistance Program$0$500
Movies in the Park - Free movie night for families$0$500
Donation to Shalom Foundation$0$500
Donation to SVOSH$0$200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott ShelhamerTreasurerPT$0--
Gena ShelhamerPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Bartlett Lions Foundation
EIN
62-1107993
Phone
9014519393
Address
PO Box 796, Ellendale, TN 38029-0796

Signing Officer

Name
Scott Shelhamer
Title
Treasurer
Phone
9014939300
Signed
2019-09-22
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Our primary purpose is to provide vision and hearing assistance to low income people in our community.

Form 990-EZ, Part I, Line 10

Assistance to individuals, other charities

Form 990-EZ, Part I, Line 16

Our primary purpose is to provide vision and hearing assistance to low income people in our community.

Raw XML Appendix205 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Our primary purpose is to provide vision and hearing assistance to low income people in our community.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Assistance to individuals, other charities
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Our primary purpose is to provide vision and hearing assistance to low income people in our community.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Shelhamer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09014939300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTLETT LIONS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0621107993
ReturnHeader/Filer/PhoneNum09014519393
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 796
ReturnHeader/Filer/USAddress/CityNm0Ellendale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0380290796
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.177.14.46
ReturnHeader/ReturnTs02019-09-25T23:15:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings