Civic Intelligence

Bartels Foundation

990 • Fiscal year 2023 • EIN 82-3603570

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Organization ProfileN/A
7084 Piedmont DriveRapidan, VA 22733

(540) 672-2878

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-7.8%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,221,974

Up $128,421 (+12%) from 2022

Net Assets

Up

$1,221,974

Up $128,421 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin22nd percentile

Revenue

Down

$45,444

Down $3,848 (-7.8%) from 2022

Expenses

Up

$50,709

Up $2,602 (+5.4%) from 2022

Net Income

Down

-$5,265

Down $6,450 (-544%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5M$1.0M$500K$0Assets 2020: $1,180,219Liabilities 2020: $0Net Assets 2020: $1,180,2192020Assets 2021: $1,325,093Liabilities 2021: $0Net Assets 2021: $1,325,0932021Assets 2022: $1,093,553Liabilities 2022: $0Net Assets 2022: $1,093,5532022Assets 2023: $1,221,974Liabilities 2023: $0Net Assets 2023: $1,221,9742023Assets 2024: $1,043,978Liabilities 2024: $0Net Assets 2024: $1,043,9782024

Highlighted filing

2023

Assets$1,221,974
Liabilities$0
Net Assets$1,221,974
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

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

$200K$100K$0-$100KRevenue 2020: $17,022Expenses 2020: $36,815Net Income 2020: -$19,7932020Revenue 2021: $181,791Expenses 2021: $36,917Net Income 2021: $144,8742021Revenue 2022: $49,292Expenses 2022: $48,107Net Income 2022: $1,1852022Revenue 2023: $45,444Expenses 2023: $50,709Net Income 2023: -$5,2652023Revenue 2024: $124,494Expenses 2024: $42,636Net Income 2024: $81,8582024

Highlighted filing

2023

Revenue$45,444
Expenses$50,709
Net Income-$5,265
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Gross Receipts
$71,374
Mission and Program Overview

Mission

NONE

The organization operates a public learning center to facilitate, develop, and propagate ways of enjoying the benefits of music and music making in groups of all sizes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,093,553$1,221,974▲ $128,421
Investments in Publicly Traded Securities$1,057,553$1,181,500▲ $123,947
Savings and Temporary Cash Investments$36,000$40,474▲ $4,474
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,093,553$1,221,974▲ $128,421
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,093,553$1,221,974▲ $128,421
Total Liabilities and Net Assets / Fund Balance$1,093,553$1,221,974▲ $128,421
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Karla Bartels BaerPresident
Lyle SanfordVice President
Edward HarveyOfficer
Carmon JenkinsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$6,695
Program Service Revenue
$0
Investment Income
$38,749
Other Revenue
$0
All Other Contributions
$6,695
Change in Net Assets
$-5,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,609
Grants and Similar Amounts Paid$100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$14,750$14,750-$29,500
Other Expenses-$1,672-$1,672
Insurance-$1,473-$1,473
All Other Expenses-$305-$305
Grants to Domestic Orgs$100--$100
Fees for Services Other-$65-$65
Total Functional Expenses$14,850$35,859$0$50,709
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is available to all members of the governing body.”

Form 990, Part VI, Section C, Line 19

“This information is available upon request.”

Filing and Contact Details

Filer

Filer Name
The Bartels Foundation
EIN
82-3603570
Phone
5406722878
Address
7084 PIEDMONT DRIVE, RAPIDAN, VA 22733

Signing Officer

Name
Karla Bartels Baer
Title
Director
Phone
5406722878
Signed
2024-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karla Bartels Baer
Formed
2017
Legal Domicile
Va
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Yount Hyde & Barbour Pc
Address
1100 SUNSET LANE SUITE 1310, CULPEPER, VA 22701
Preparer
Chris Pearson CPA
Phone
5408256050
Raw XML Appendix318 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/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05406722878
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
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ReturnHeader/Filer/EIN0823603570
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS PEARSON CPA
ReturnHeader/ReturnTs02024-05-10T10:06:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KARLA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARTELS BAER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,221,974
Liabilities
$0
Net assets
$1,221,974
Revenue
$45,444
Expenses
$50,709
Net income
-$5,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.12$0.04$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.05$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.05$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.18$0.04$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.02$0.04$0.02