Civic Intelligence

Kevin and Deborah Bartz Foundation

990PF • Fiscal year 2018 • EIN 82-3371379

Jan 01, 2018 to Dec 31, 2018 • Filed on May 04, 2019

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

$909,004

No earlier filing loaded for comparison.

Net Assets

$909,004

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin98th percentile

Revenue

$463,202

No earlier filing loaded for comparison.

Expenses

$14,313

No earlier filing loaded for comparison.

Net Income

$448,889

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2018: $909,004Liabilities 2018: $0Net Assets 2018: $909,0042018Assets 2019: $1,742,290Liabilities 2019: $1Net Assets 2019: $1,742,2902019Assets 2020: $3,908,982Liabilities 2020: $1Net Assets 2020: $3,908,9822020Assets 2021: $8,038,341Liabilities 2021: $1Net Assets 2021: $8,038,3412021Assets 2022: $12,447,840Liabilities 2022: $1Net Assets 2022: $12,447,8402022Assets 2023: $14,794,273Liabilities 2023: $1Net Assets 2023: $14,794,2732023Assets 2024: $14,342,284Liabilities 2024: $0Net Assets 2024: $14,342,2842024

Highlighted filing

2018

Assets$909,004
Liabilities$0
Net Assets$909,004
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $463,202Expenses 2018: $14,313Net Income 2018: $448,8892018Revenue 2019: $857,946Expenses 2019: $24,660Net Income 2019: $833,2862019Revenue 2020: $2,214,400Expenses 2020: $47,708Net Income 2020: $2,166,6922020Revenue 2021: $4,216,469Expenses 2021: $87,110Net Income 2021: $4,129,3592021Revenue 2022: $4,631,007Expenses 2022: $221,508Net Income 2022: $4,409,4992022Revenue 2023: $2,718,046Expenses 2023: $371,613Net Income 2023: $2,346,4332023Revenue 2024: $161,120Expenses 2024: $613,109Net Income 2024: -$451,9892024

Highlighted filing

2018

Revenue$463,202
Expenses$14,313
Net Income$448,889
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah BartzDirector / Sec-$0--
Kevin BartzPres / Director / Treas-$0--
Filing and Contact Details

Filer

Filer Name
Kevin and Deborah Bartz Foundation
EIN
82-3371379
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Kevin Bartz
Title
President
Phone
8008391754
Signed
2019-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix249 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/MethodOfAccountingCashInd0X
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ReturnHeader/Filer/EIN0823371379
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02019-05-13T15:37:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$909,004
Liabilities
$0
Net assets
$909,004
Revenue
$463,202
Expenses
$14,313
Net income
$448,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.16$0.61$0.45
2023Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$2.72$0.37$2.35
2022Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$4.63$0.22$4.41
2021Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$4.22$0.09$4.13
2020Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$2.21$0.05$2.17
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.86$0.02$0.83
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.46$0.01$0.45