Civic Intelligence

Bartlett Educational Resources Inc.

990PF • Fiscal year 2021 • EIN 81-2962008

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
409 Tennant Station Ste 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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

87th percentile

69%

Faster asset growth than 87% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

233%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$37,442

Up $15,261 (+69%) from 2020

Net Assets

Up

$37,442

Up $15,261 (+69%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Up

$20,000

Up $14,000 (+233%) from 2020

Expenses

Down

$3,349

Down $3,583 (-52%) from 2020

Net Income

Up

$16,651

Up $17,583 (+1887%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th 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: $0Net Assets 2020: $22,1812020Assets 2021: $37,442Liabilities 2021: $1Net Assets 2021: $37,4422021Assets 2022: $21,818Liabilities 2022: $0Net Assets 2022: $21,8182022

Highlighted filing

2021

Assets$37,442
Liabilities$1
Net Assets$37,442
Open 2021 Filing

Operations Trend

Revenue Growth93rd 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

2021

Revenue$20,000
Expenses$3,349
Net Income$16,651
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Filer

Filer Name
Bartlett Educational Resources Inc
EIN
81-2962008
Address
409 TENNANT STATION STE 540, Morgan Hill, CA 95037

Signing Officer

Name
Chialing Wong
Title
Trustee
Phone
4088884488
Signed
2022-11-14
Discuss with paid preparer
No

Preparer

Firm
Sequoia Tax Associates Inc
Address
1777 HAMILTON AVE 2260, SAN JOSE, CA 95125
Preparer
Michael W Ball Ea
Phone
6692930593
Raw XML Appendix248 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095125
ReturnHeader/PreparerPersonGrp/PhoneNum06692930593
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W BALL EA
ReturnHeader/ReturnTs02022-11-15T17:52:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHIALING
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WONG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,442
Liabilities
$1
Net assets
$37,442
Revenue
$20,000
Expenses
$3,349
Net income
$16,651
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
2021Detailed filing. Detailed filing data is available for this year.$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