Civic Intelligence

Bartram Memorial Fund Inc.

990EZ • Fiscal year 2024 • EIN 80-0963214

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 12, 2025

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

3.5%

Higher net margin than 51% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

5.8%

Faster asset growth than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

166%

Faster revenue growth than 95% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$13,493

Up $739 (+5.8%) from 2023

Net Assets

Up

$13,493

Up $739 (+5.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin51st percentile

Revenue

Up

$20,879

Up $13,031 (+166%) from 2023

Expenses

Down

$20,140

Down $7,679 (-28%) from 2023

Net Income

Up

$739

Up $20,710 (+104%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2024

Assets$13,493
Liabilities$0
Net Assets$13,493
Open 2024 Filing

Operations Trend

Revenue Growth95th 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

2024

Revenue$20,879
Expenses$20,140
Net Income$739
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 12, 2025
Return Version
2024v5.0
Gross Receipts
$20,879
Mission and Program Overview

Mission

Community outreachpolice fund

Community outreach/police fund

Program Services

DescriptionGrantsExpenses
SHOP WITH A COP/POLICE SWAT FUND$13,274$0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK ETTERPresident-$0--
STACY ALLANVice President-$0--
HEATHER KIRKBoard Member-$0--
GERRY GRIFFITHBoard Memberchaplain-$0--
BETH CURTISSBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Bartram Memorial Fund
EIN
80-0963214
In Care Of
% PATRICK ETTER
Address
5009 OLD MORGANTOWN ROAD, MARTINSVILLE, IN 46151

Signing Officer

Name
Patrick Etter
Title
President
Phone
3176094576
Signed
2025-03-12
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 3,417Activity SWAT EQUIPMENT Relationship POLICE FUND Amount 9,857”

Description of other expenses Part I line 16

“Description Amounttax filing expenses 5,897meals 100office expenses 456WASHING 360bank fees 43”

Raw XML Appendix167 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03176094576
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Martinsville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046151
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012754
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013493
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0739
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICK ETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STACY ALLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER KIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GERRY GRIFFITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETH CURTISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBERCHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06856
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY OUTREACH/POLICE FUND
IRS990EZ/PrintingPublicationsPostageAmt010
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SHOP WITH A COP/POLICE SWAT FUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013274
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020140
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020879
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt058571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0165331
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt058
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt058
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0165331
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09008
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058571
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050184
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050184
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0165389
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity SHOP WITH A COP Relationship COMMUNITY OUTREACH Amount 3,417Activity SWAT EQUIPMENT Relationship POLICE FUND Amount 9,857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description Amounttax filing expenses 5,897meals 100office expenses 456WASHING 360bank fees 43
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK ETTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03176094576
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTRAM MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0800963214
ReturnHeader/Filer/InCareOfNm0% PATRICK ETTER
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/PreparationDt02025-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELISHA SORLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-12T12:01:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,493
Liabilities
$0
Net assets
$13,493
Revenue
$20,879
Expenses
$20,140
Net income
$739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$20.9$20.1$0.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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