Civic Intelligence

Bartlett Education Foundation Inc.

990EZ • Fiscal year 2016 • EIN 62-1716392

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 21, 2017

Organization ProfileN/A
PO Box 34193Bartlett, TN 38184-4193

(901) 347-0352

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

37th percentile

-1.5%

Higher net margin than 37% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,665

Down $23,948 (-73%) from 2010

Net Assets

Down

$8,665

Down $23,948 (-73%) from 2010

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Up

$45,660

Up $31,513 (+223%) from 2010

Expenses

Up

$46,325

Up $28,022 (+153%) from 2010

Net Income

Up

-$665

Up $3,491 (+84%) from 2010

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2010: $32,613Net Assets 2010: $32,6132010Assets 2016: $8,665Net Assets 2016: $8,6652016Assets 2022: $76,425Liabilities 2022: $2,582Net Assets 2022: $73,8432022Assets 2023: $58,095Liabilities 2023: $1,685Net Assets 2023: $56,4102023

Highlighted filing

2016

Assets$8,665
Liabilities-
Net Assets$8,665
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2010: $14,147Expenses 2010: $18,303Net Income 2010: -$4,1562010Revenue 2016: $45,660Expenses 2016: $46,325Net Income 2016: -$6652016Revenue 2022: $67,657Expenses 2022: $49,075Net Income 2022: $18,5822022Revenue 2023: $37,958Expenses 2023: $55,391Net Income 2023: -$17,4332023

Highlighted filing

2016

Revenue$45,660
Expenses$46,325
Net Income-$665
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 21, 2017
Return Version
2016v3.0
Gross Receipts
$66,959
Mission and Program Overview

Mission

Improve education opportunities in the bartelett, tn area by providing funds to support bartlett schools, teachers and students.

Program Services

DescriptionGrantsExpenses
GRANTS AND AWARDS PROVIDED TO BARTLETT, TN SCHOOLS, TEACHERS AND STUDENTS.$43,336$43,497
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE GRIFFITH-COLEMANSecretary-$0--
CHRISTAL FREDERICKBoard Member-$0--
LISA JOHNSONBoard Member-$0--
RACHEL LANDSDOWNPresident-$0--
CHARLES MCLEAN CPATreasurer-$0--
MARIAN REIMANNBoard Member-$0--
TODD RUSTONBoard Member-$0--
REGINA WOODBoard Member-$0--
MARTI WATSONBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf-a-thon$26,217$26,217$7,881$18,336
Banquet Fundrai$9,100$9,100-$9,100
Total Events$35,317$35,317$19,891$15,426
Filing and Contact Details

Filer

Filer Name
Bartlett Education Foundation Inc
EIN
62-1716392
Phone
9013470352
Address
PO BOX 34193, BARTLETT, TN 38184-4193

Signing Officer

Name
Charles Mclean CPA
Title
Treasurer
Phone
9013470352
Signed
2017-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Greg Shelton CPA
Address
2855 STAGE VILLAGE COVE SUITE 4, BARTLETT, TN 38134-4616
Preparer
Greg Shelton CPA
Phone
9013820557
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“5,209 0 0”

Form 990-ez, Part I, Line 16

“Expenses bank service charges 544 office supplies 50 taxes & licenses 80 meet & greet with teachers 161 insurance 2,044 total 2,879”

Form 990-ez, Part I, Line 20

“ROUNDING 0”

Form 990-ez, Part II, Line 24

“Current loan payment receivable - ba 0 0 loan receivable - bacc 0 0 total 0 0”

Form 990-ez, Part III

“Improve education opportunities in the bartelett, tn area by providing funds to support bartlett schools, teachers and students.”

Raw XML Appendix170 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUZANNE GRIFFITH-COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTAL FREDERICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHEL LANDSDOWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLES MCLEAN CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARIAN REIMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TODD RUSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7REGINA WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARTI WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02879
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt043336
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt021299
IRS990EZ/SpecialEventsNetIncomeLossAmt015403
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046325
IRS990EZ/TotalProgramServiceExpensesAmt043497
IRS990EZ/TotalRevenueAmt045660
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030257
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030257
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036702
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BANQUET FUNDRAI
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015426
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07881
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt09010
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05,209 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK SERVICE CHARGES 544 OFFICE SUPPLIES 50 TAXES & LICENSES 80 MEET & GREET WITH TEACHERS 161 INSURANCE 2,044 TOTAL 2,879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CURRENT LOAN PAYMENT RECEIVABLE - BA 0 0 LOAN RECEIVABLE - BACC 0 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IMPROVE EDUCATION OPPORTUNITIES IN THE BARTELETT, TN AREA BY PROVIDING FUNDS TO SUPPORT BARTLETT SCHOOLS, TEACHERS AND STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES MCLEAN CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09013470352
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTLETT EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0621716392
ReturnHeader/Filer/PhoneNum09013470352
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 34193
ReturnHeader/Filer/USAddress/CityNm0BARTLETT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0381844193
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0908CD8226BCB4A0C3E804A552F21EE64AA559432
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0908CD8226BCB4A0C3E804A552F21EE64AA559432
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621754261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREG SHELTON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02855 STAGE VILLAGE COVE SUITE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BARTLETT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0381344616
ReturnHeader/PreparerPersonGrp/PhoneNum09013820557
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG SHELTON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-15T17:55:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$8,665
Liabilities
-
Net assets
$8,665
Revenue
$45,660
Expenses
$46,325
Net income
-$665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$58.1$1.69$56.4$38.0$55.4$17.4
2022Detailed filing. Detailed filing data is available for this year.$76.4$2.58$73.8$67.7$49.1$18.6
2016Detailed filing. Detailed filing data is available for this year.$8.67$8.67$45.7$46.3$0.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.6$32.6$14.1$18.3$4.16