Civic Intelligence

Kevin and Deborah Bartz Foundation

990PF • Fiscal year 2019 • EIN 82-3371379

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 16, 2020

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

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

96th percentile

92%

Faster asset growth than 96% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

85%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,742,290

Up $833,286 (+92%) from 2018

Net Assets

Up

$1,742,290

Up $833,286 (+92%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

Up

$857,946

Up $394,744 (+85%) from 2018

Expenses

Up

$24,660

Up $10,347 (+72%) from 2018

Net Income

Up

$833,286

Up $384,397 (+86%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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: $0Net 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

2019

Assets$1,742,290
Liabilities$0
Net Assets$1,742,290
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

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

2019

Revenue$857,946
Expenses$24,660
Net Income$833,286
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd 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
2020-03-16
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 Appendix255 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/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION COORDINATES WITH THE PAX CHRISTI HOSPITALITY CENTER, LOCAL HOMELESS SHELTER, TO BUY GROCERIES AND PREPARE DINNERS REGULARLY FOR LOCAL HOMELESS COMMUNITY.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN BARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kevin and Deborah Bartz Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KEVI
ReturnHeader/Filer/EIN0823371379
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
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/ReturnTs02020-05-14T15:55:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,742,290
Liabilities
$0
Net assets
$1,742,290
Revenue
$857,946
Expenses
$24,660
Net income
$833,286
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