Civic Intelligence

Bartram Memorial Fund Inc.

990EZ • Fiscal year 2023 • EIN 80-0963214

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 09, 2024

Organization ProfileBartrammemorial.com
5009 Old Morgantown RoadMartinsville, IN 46151

(317) 609-4576

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

3rd percentile

-254%

Higher net margin than 3% 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

8th percentile

-61%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

12th percentile

-47%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$12,754

Down $19,971 (-61%) from 2022

Net Assets

Down

$12,754

Down $19,971 (-61%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$7,848

Down $6,830 (-47%) from 2022

Expenses

Down

$27,819

Down $12,914 (-32%) from 2022

Net Income

Up

-$19,971

Up $6,084 (+23%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60K$40K$20K$0Assets 2014: $3,194Liabilities 2014: $02014Assets 2020: $43,314Liabilities 2020: $0Net Assets 2020: $43,3142020Assets 2021: $58,780Liabilities 2021: $0Net Assets 2021: $58,7802021Assets 2022: $32,725Liabilities 2022: $0Net Assets 2022: $32,7252022Assets 2023: $12,754Liabilities 2023: $0Net Assets 2023: $12,7542023Assets 2024: $13,493Liabilities 2024: $0Net Assets 2024: $13,4932024

Highlighted filing

2023

Assets$12,754
Liabilities$0
Net Assets$12,754
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50KRevenue 2014: $14,182Expenses 2014: $10,988Net Income 2014: $3,1942014Revenue 2020: $53,534Expenses 2020: $37,866Net Income 2020: $15,6682020Revenue 2021: $58,571Expenses 2021: $43,105Net Income 2021: $15,4662021Revenue 2022: $14,678Expenses 2022: $40,733Net Income 2022: -$26,0552022Revenue 2023: $7,848Expenses 2023: $27,819Net Income 2023: -$19,9712023Revenue 2024: $20,879Expenses 2024: $20,140Net Income 2024: $7392024

Highlighted filing

2023

Revenue$7,848
Expenses$27,819
Net Income-$19,971
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 9, 2024
Return Version
2023v5.1
Gross Receipts
$7,848
Mission and Program Overview

Mission

Community outreachpolice fund

Program Services

DescriptionGrantsExpenses
SHOP WITH A COP/POLICE SWAT FUND-$22,568
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK ETTERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Bartram Memorial Fund
EIN
80-0963214
Address
5009 OLD MORGANTOWN ROAD, MARTINSVILLE, IN 46151

Signing Officer

Name
Patrick Etter
Title
President
Phone
3176094576
Signed
2024-08-09
Discuss with paid preparer
Yes

Preparer

Firm
DL Sorley Tax Service
Address
PO Box 7, Plainfield, IN 46168
Preparer
Elisha Sorley
Phone
3174315387
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity SHOP WITH A COP Relationship COMMUNITY OUTREACH Amount 13,320Activity SWAT EQUIPMENT Relationship POLICE FUND Amount 9,250”

Description of other expenses Part I line 16

“Description AmountSUPPLIES 3,960ADVERTISING 615SOS FILING 45office expenses 343WASHING 250bank fees 36”

Raw XML Appendix121 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/PersonNm0PATRICK ETTER
IRS990EZ/BooksInCareOfDetail/PhoneNum03176094576
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05009 old morgantown road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Martinsville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046151
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032725
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012754
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07848
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19971
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032725
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012754
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022570
IRS990EZ/GrossReceiptsAmt07848
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032725
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012754
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032725
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012754
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICK ETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt05249
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY OUTREACHPOLICE FUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SHOP WITH A COP/POLICE SWAT FUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022568
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027819
IRS990EZ/TotalProgramServiceExpensesAmt022568
IRS990EZ/TotalRevenueAmt07848
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt058571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0156323
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0156323
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058571
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050184
IRS990ScheduleA/Total509Grp/TotalAmt0156323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt050184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0156323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity SHOP WITH A COP Relationship COMMUNITY OUTREACH Amount 13,320Activity SWAT EQUIPMENT Relationship POLICE FUND Amount 9,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountSUPPLIES 3,960ADVERTISING 615SOS FILING 45office expenses 343WASHING 250bank fees 36
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK ETTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03176094576
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTRAM MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0800963214
ReturnHeader/Filer/USAddress/AddressLine1Txt05009 OLD MORGANTOWN ROAD
ReturnHeader/Filer/USAddress/CityNm0MARTINSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046151
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820649392
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DL Sorley Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plainfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046168
ReturnHeader/PreparerPersonGrp/PhoneNum03174315387
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elisha Sorley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-09T11:47:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,754
Liabilities
$0
Net assets
$12,754
Revenue
$7,848
Expenses
$27,819
Net income
-$19,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.00$13.5$20.9$20.1$0.74
2023Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$7.85$27.8$20.0
2022Detailed filing. Detailed filing data is available for this year.$32.7$0.00$32.7$14.7$40.7$26.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.8$0.00$58.8$58.6$43.1$15.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.3$0.00$43.3$53.5$37.9$15.7
2014Summary only. Only limited summary data is available for this year.$3.19$0.00$14.2$11.0$3.19