Civic Intelligence

Bartlett Educational Resources Inc.

990PF • Fiscal year 2019 • EIN 81-2962008

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profile
409 Tennant Station No 540Morgan Hill, CA 95037

(408) 888-4488

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

97th percentile

307%

Faster asset growth than 97% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-40%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$23,113

Up $17,428 (+307%) from 2018

Net Assets

Up

$23,113

Up $17,428 (+307%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin96th percentile

Revenue

Down

$20,000

Down $13,517 (-40%) from 2018

Expenses

Down

$2,572

Down $30,959 (-92%) from 2018

Net Income

Up

$17,428

Up $17,442 (+124586%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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: $1Net 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

2019

Assets$23,113
Liabilities$1
Net Assets$23,113
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

2019

Revenue$20,000
Expenses$2,572
Net Income$17,428
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHENG WONGTrustee-$0--
CHIALING WONGTrusteePT$0--
WEIJUNG CHIUTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bartlett Educational Resources Inc
EIN
81-2962008
Phone
4088884488
Address
409 TENNANT STATION NO 540, MORGAN HILL, CA 95037

Signing Officer

Name
Chia Ling Wong
Title
Trustee
Phone
4088884488
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Sequoia Tax Associates Inc
Address
PO BOX 4032, SAN JOSE, CA 95150
Preparer
Michael W Ball Ea
Phone
6692930593
Raw XML Appendix312 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07001 LAURELSPUR LOOP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN RAMON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094582
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt03494
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt182
LandEtcSchedule2/LandEtcGrp/BookValueAmt01382
LandEtcSchedule2/LandEtcGrp/BookValueAmt132
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0OFFICE FURNITURE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1PHOTOBOARD
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt04876
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1114
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01382
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt132
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TAX PREPARATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0365
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1550
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2659
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHIA LING WONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04088884488
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTLETT EDUCATIONAL RESOURCES INC
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0812962008
ReturnHeader/Filer/PhoneNum04088884488
ReturnHeader/Filer/USAddress/AddressLine1Txt0409 TENNANT STATION NO 540
ReturnHeader/Filer/USAddress/CityNm0MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095037
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A20A44F8FCC3CD81FF4B7A992C72EDFA5569E894
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.164.41.144
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:59:49
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/PhoneNum06692930593
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W BALL EA
ReturnHeader/ReturnTs02020-11-20T09:49:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,113
Liabilities
$1
Net assets
$23,113
Revenue
$20,000
Expenses
$2,572
Net income
$17,428
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$0.00$21.8$0.00$15.6$15.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$0.00$37.4$20.0$3.35$16.7
2020Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$6.00$6.93$0.93
2019Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$20.0$2.57$17.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.69$0.00$5.69$33.5$33.5$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.00$5.70$0.00$1.00$1.00
2016Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$22.5$15.8$6.70