Civic Intelligence

Marie S Bartelt Memorial Educational Fund Inc

EIN 65-0989806 • 501(c)3 • Ellenton, FL

Profile

Provide educational assistance

PO Box 235Ellenton, FL 34222
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-9.3%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

25954%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,970

Down $739 (-20%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$2,970

Down $739 (-20%) from 2015

Operations
Liabilities / Revenue62nd percentileNet Margin31st percentile

Revenue

Down

$123

Down $161 (-57%) from 2015

Expenses

Down

$862

Down $1,458 (-63%) from 2015

Net Income

Up

-$739

Up $1,297 (+64%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $28,021Liabilities 2011: $0Net Assets 2011: $28,0212011Assets 2012: $40,276Liabilities 2012: $0Net Assets 2012: $40,2762012Assets 2013: $11,765Liabilities 2013: $0Net Assets 2013: $11,7652013Assets 2014: $5,745Liabilities 2014: $0Net Assets 2014: $5,7452014Assets 2015: $3,709Liabilities 2015: $0Net Assets 2015: $3,7092015Assets 2016: $2,970Liabilities 2016: $0Net Assets 2016: $2,9702016

Highlighted filing

2016

Assets$2,970
Liabilities$0
Net Assets$2,970
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2011: $778Expenses 2011: $2,271Net Income 2011: -$1,4932011Revenue 2012: $25,786Expenses 2012: $13,531Net Income 2012: $12,2552012Revenue 2013: $423Expenses 2013: $28,934Net Income 2013: -$28,5112013Revenue 2014: $507Expenses 2014: $6,527Net Income 2014: -$6,0202014Revenue 2015: $284Expenses 2015: $2,320Net Income 2015: -$2,0362015Revenue 2016: $123Expenses 2016: $862Net Income 2016: -$7392016

Highlighted filing

2016

Revenue$123
Expenses$862
Net Income-$739
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$2,970
Liabilities
$0
Net assets
$2,970
Revenue
$123
Expenses
$862
Net income
-$739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.12$0.86$0.74
2015Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.28$2.32$2.04
2014Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.51$6.53$6.02
2013Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.42$28.9$28.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.3$0.00$40.3$25.8$13.5$12.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.0$0.00$28.0$0.78$2.27$1.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Gross Receipts
$123
Mission and Program Overview

Mission

Provide educational assistance through scholarships

Provide educational assistance

Program Services

DescriptionGrantsExpenses
DUE TO THE CIRCUMSTANCES AT OUR PARRISH THE DIRECTORS HAVE VOTED NOT TO ACTIVELY FUNDRAISE AT THIS TIME THUS ANNUAL CONTRIBUTIONS PRIMARILY ARE RECEIVED FROM MARIE BARTELTS TRUST--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA FIELDSPresident-$0--
KIMBERLY SCHUERMANTreasurer-$0--
BETH GOLDENDirector-$0--
TOM DAILEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Marie S Bartelt Memorial Educational Fund Inc
EIN
65-0989806
Address
PO BOX 235, ELLENTON, FL 34222

Signing Officer

Name
Lisa Fields
Title
President
Phone
9417308830
Signed
2017-05-02
Discuss with paid preparer
No

Preparer

Firm
uniqueTAXx AND ACCOUNTING
Address
410 43rd Street W Suite H, Bradenton, FL 34209
Preparer
Robert M Eddy
Phone
9417478100
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountEDUCATIONAL EXPENSE REIMBURSEMENT 495ANNUAL CORP FILING FEE 61PO BOX RENTAL 82”

Raw XML Appendix120 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0LISA FIELDS
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0NO PAID OFFICERS OR DIRECTORS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIMBERLY SCHUERMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum09417760337
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03002 LITTLE COUNTRY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PARRISH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034219
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03709
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02970
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-739
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0224
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03709
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02970
IRS990EZ/GrossReceiptsAmt0123
IRS990EZ/GroupExemptionNum02000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0123
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03709
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02970
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03709
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02970
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA FIELDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY SCHUERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETH GOLDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM DAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0638
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DUE TO THE CIRCUMSTANCES AT OUR PARRISH THE DIRECTORS HAVE VOTED NOT TO ACTIVELY FUNDRAISE AT THIS TIME THUS ANNUAL CONTRIBUTIONS PRIMARILY ARE RECEIVED FROM MARIE BARTELTS TRUST
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0862
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0123
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountEDUCATIONAL EXPENSE REIMBURSEMENT 495ANNUAL CORP FILING FEE 61PO BOX RENTAL 82
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA FIELDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09417308830
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIE S BARTELT MEMORIAL EDUCATIONAL FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0650989806
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 235
ReturnHeader/Filer/USAddress/CityNm0ELLENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034222
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09FD587A9ADF9F6918F967CF172B4FE53BD8967A9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09FD587A9ADF9F6918F967CF172B4FE53BD8967A9
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05015902017129ciikrqx
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.190.161.87
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTm011:16:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263221985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0uniqueTAXx AND ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0410 43rd Street W Suite H
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bradenton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034209
ReturnHeader/PreparerPersonGrp/PhoneNum09417478100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert M Eddy
ReturnHeader/ReturnTs02017-05-09T11:15:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits