Civic Intelligence

Bartlett Educational Resources Inc.

990PF • Fiscal year 2020 • EIN 81-2962008

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

27th percentile

-16%

Higher net margin than 27% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

35th percentile

-4.0%

Faster asset growth than 35% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-70%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$22,181

Down $932 (-4.0%) from 2019

Net Assets

Down

$22,181

Down $932 (-4.0%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin27th percentile

Revenue

Down

$6,000

Down $14,000 (-70%) from 2019

Expenses

Up

$6,932

Up $4,360 (+170%) from 2019

Net Income

Down

-$932

Down $18,360 (-105%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th 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: $0Net Assets 2019: $23,1132019Assets 2020: $22,181Liabilities 2020: $1Net Assets 2020: $22,1812020Assets 2021: $37,442Liabilities 2021: $0Net Assets 2021: $37,4422021Assets 2022: $21,818Liabilities 2022: $0Net Assets 2022: $21,8182022

Highlighted filing

2020

Assets$22,181
Liabilities$1
Net Assets$22,181
Open 2020 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

2020

Revenue$6,000
Expenses$6,932
Net Income-$932
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHENG WONGTrustee-$0--
CHIALING WONGTrusteePT$0--
CHIN YING LOTrustee-$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
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Sequoia Tax Associates Inc
Address
1777 HAMILTON AVE SUITE 2260, SAN JOSE, CA 95125
Preparer
Michael W Ball Ea
Phone
6692930593
Raw XML Appendix316 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/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt04469
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt1105
LandEtcSchedule2/LandEtcGrp/BookValueAmt0407
LandEtcSchedule2/LandEtcGrp/BookValueAmt19
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0OFFICE FURNITURE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1PHOTOBOARD
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt04876
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1114
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0407
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt19
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA SOS STATEMENT OF INFORMATION FILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EVENTS AND WORKSHOPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BOARD MEETING REFRESHMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0380
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24939
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt340
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0550
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHIA LING WONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04088884488
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
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/PreparerFirmGrp/PreparerFirmEIN0814588005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEQUOIA TAX ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01777 HAMILTON AVE SUITE 2260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095125
ReturnHeader/PreparerPersonGrp/PhoneNum06692930593
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W BALL EA
ReturnHeader/ReturnTs02021-11-12T19:45:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LING WONG
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,181
Liabilities
$1
Net assets
$22,181
Revenue
$6,000
Expenses
$6,932
Net income
-$932
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