Civic Intelligence

Bartlett Lions Foundation

990EZ • Fiscal year 2023 • EIN 62-1107993

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 23, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

54th percentile

3.0%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

6.0%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$83,421

Up $2,403 (+3.0%) from 2022

Net Assets

Up

$83,421

Up $2,403 (+3.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$21,531

Up $1,225 (+6.0%) from 2022

Expenses

Up

$19,128

Up $7,819 (+69%) from 2022

Net Income

Down

$2,403

Down $6,594 (-73%) from 2022

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

2023

Assets$83,421
Liabilities$0
Net Assets$83,421

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

2023

Revenue$21,531
Expenses$19,128
Net Income$2,403
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 23, 2023
Return Version
2022v5.0
Gross Receipts
$52,635
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$5,500$0
Bartlett Little League Baseball$2,000$0
Vision Services$1,320$0
District 30M for Disaster assistance$1,200$0
District 12L for Disaster Assistance$1,000$0
Hearing Services$750$0
Leader Dog for the Blind$500$0
Lions Clubs International Foundation$500$0
University Heights Lions Club for Disaster Assistance$500$0
Hope Lodge$483$0
Ronald McDonald's House of Memphis$300$0
SVOSH$300$0
Friends of the Bartlett High School Boys Soccer Team$250$0
Memphis Hamilton Eye Institute Lions Club$250$0
Al Chymia Shrine$250$0
Donation to Special Olympics$200$0
Friends of the Bartlett Library$200$0
Clovernook Assistance for the Blind$200$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott ShelhamerTreasurerPT$0--
Darrell KellumPresidentPT$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
2023-09-23
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Provided assistance to other charity organizations

Form 990-EZ, Part I, Line 16

PO Box, Postage, Vision Screening Supplies

Raw XML Appendix228 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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IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Donation to Mid-South Lions Sight and Hearing Services
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01320
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Provided assistance to other charity organizations
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PO Box, Postage, Vision Screening Supplies
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Shelhamer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09014939300
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-23
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-09-24T01:07:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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No mirrored PDF or thumbnail assets are attached yet.

Filings