Civic Intelligence

Bartlett Educational Resources Inc

990PF • Fiscal year 2017 • EIN 81-2962008

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 16, 2018

358 Digital DriveMorgan Hill, CA 95037

(408) 888-4488

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$5,699

Down $998 (-15%) from 2016

Net Assets

Down

$5,699

Down $998 (-15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$0

Down $22,460 (-100%) from 2016

Expenses

Down

$998

Down $14,765 (-94%) from 2016

Net Income

Down

-$998

Down $7,695 (-115%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2016: $6,697Liabilities 2016: $0Net Assets 2016: $6,6972016Assets 2017: $5,699Liabilities 2017: $0Net Assets 2017: $5,6992017Assets 2018: $5,685Liabilities 2018: $0Net Assets 2018: $5,6852018Assets 2019: $23,113Liabilities 2019: $0Net Assets 2019: $23,1132019Assets 2020: $22,181Liabilities 2020: $0Net Assets 2020: $22,1812020Assets 2021: $37,442Liabilities 2021: $0Net Assets 2021: $37,4422021Assets 2022: $21,818Liabilities 2022: $0Net Assets 2022: $21,8182022

Highlighted filing

2017

Assets$5,699
Liabilities$0
Net Assets$5,699

Operations Trend

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

$40K$20K$0-$20KRevenue 2016: $22,460Expenses 2016: $15,763Net Income 2016: $6,6972016Revenue 2017: $0Expenses 2017: $998Net Income 2017: -$9982017Revenue 2018: $33,517Expenses 2018: $33,531Net Income 2018: -$142018Revenue 2019: $20,000Expenses 2019: $2,572Net Income 2019: $17,4282019Revenue 2020: $6,000Expenses 2020: $6,932Net Income 2020: -$9322020Revenue 2021: $20,000Expenses 2021: $3,349Net Income 2021: $16,6512021Revenue 2022: $0Expenses 2022: $15,624Net Income 2022: -$15,6242022

Highlighted filing

2017

Revenue$0
Expenses$998
Net Income-$998
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 16, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAO FENGPresident-$0--
CHIALING WONGTrusteePT$0--
WEIJUNG CHIUTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bartlett Educational Resources Inc
EIN
81-2962008
Address
358 DIGITAL DRIVE, MORGAN HILL, CA 95037

Signing Officer

Name
Chialing Wong
Title
Trustee
Signed
2018-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Sequoia Tax Associates Inc
Address
PO BOX 4032, SAN JOSE, CA 95150
Preparer
Michael W Ball
Phone
4158450669
Raw XML Appendix184 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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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04088884488
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTLETT EDUCATIONAL RESOURCES INC
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0812962008
ReturnHeader/Filer/USAddress/AddressLine1Txt0358 DIGITAL DRIVE
ReturnHeader/Filer/USAddress/CityNm0MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095037
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814588005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEQUOIA TAX ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 4032
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095150
ReturnHeader/PreparerPersonGrp/PhoneNum04158450669
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael W Ball
ReturnHeader/ReturnTs02018-11-16T12:03:28-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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