Civic Intelligence

The Joseph Peter Bartzis Foundation

EIN 83-1721873 • 501(c)3 • Carol Stream, IL

Profile

The Joseph Peter Bartzis Foundation was formed to bring awareness to Amyliodosis, to help fund research to find a cure, and to encourage young adults to receive annual physicals and blood tests.

440 Mission StCarol Stream, IL 60188

www.josephpeterbartzisfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

85th percentile

44%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$263,812

Up $81,042 (+44%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$263,812

Up $81,042 (+44%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin97th percentile

Revenue

Up

$79,517

Up $12,933 (+19%) from 2023

Expenses

Down

$4,765

Down $6,943 (-59%) from 2023

Net Income

Up

$74,752

Up $19,876 (+36%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2022: $119,930Net Assets 2022: $119,9302022Assets 2023: $182,770Net Assets 2023: $182,7702023Assets 2024: $263,812Liabilities 2024: $0Net Assets 2024: $263,8122024

Highlighted filing

2024

Assets$263,812
Liabilities$0
Net Assets$263,812
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0Revenue 2022: $79,084Expenses 2022: $9,575Net Income 2022: $69,5092022Revenue 2023: $66,584Expenses 2023: $11,708Net Income 2023: $54,8762023Revenue 2024: $79,517Expenses 2024: $4,765Net Income 2024: $74,7522024

Highlighted filing

2024

Revenue$79,517
Expenses$4,765
Net Income$74,752
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$263,812
Liabilities
$0
Net assets
$263,812
Revenue
$79,517
Expenses
$4,765
Net income
$74,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.80$0.05$0.75
2023Detailed filing. Detailed filing data is available for this year.$1.83$1.83$0.67$0.12$0.55
2022Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.79$0.10$0.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$211,615
Mission and Program Overview

Mission

The Joseph Peter Bartzis Foundation was formed to bring awareness to Amyliodosis, to help fund research to find a cure, and to encourage young adults to receive annual physicals and blood tests.

The Joseph Peter Bartzis Foundation was formed to bring awareness to Amyliodosis, to help fund research to find a cure, and to encourage young adults to receive annual physicals and blood tests.The Joseph Peter Bartzis Foundation holds an annual golf fundraising event to raise funds and donate to other public charities on the front lines of finding a cure or supporting families affected by Amyloidosis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$74,439$154,257▲ $79,818
Savings and Temporary Cash Investments$108,331$109,555▲ $1,224
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$182,770$263,812▲ $81,042
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$182,770$263,812▲ $81,042
Total Net Assets Fund Balance$182,770$263,812▲ $81,042
Total Liabilities and Net Assets / Fund Balance$182,770$263,812▲ $81,042
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Peter BartzisPresident
Lucas BartzisDirector
Evan BartzisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$75,717
Program Service Revenue
$0
Investment Income
$8,930
Other Revenue
$-5,130
Change in Net Assets
$74,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,765
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$1,686-$1,686
Grants to Domestic Individuals$1,000--$1,000
Grants to Domestic Orgs$1,000--$1,000
Fees for Services Accounting-$995-$995
Other Expenses-$15-$15
Total Functional Expenses$2,000$2,765$0$4,765
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$25,560
Fundraising Gross Income$20,430
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$96,147$20,430$3,903$16,527
Total Events$96,147$20,430$25,560$-5,130
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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 A, Line 2

“Three of the directors are related (Father and two sons).”

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

“Form 990 is reviewed by the board of directors and an outside financial advising firm.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
The Joseph Peter Bartzis Foundation
EIN
83-1721873
Phone
8472287070
Address
440 MISSION ST, CAROL STREAM, IL 60188

Signing Officer

Name
Peter Bartzis
Title
President
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Bartzis
Formed
2018
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Cray Kaiser Ltd
Address
1801 S MEYERS RD STE 300, OAKBROOK TERRACE, IL 60181
Preparer
Brian T Kot
Phone
6309534900
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IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Three of the directors are related (Father and two sons).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is reviewed by the board of directors and an outside financial advising firm.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0182770
IRS990/TotalAssetsEOYAmt0263812
IRS990/TotalAssetsGrp/BOYAmt0182770
IRS990/TotalAssetsGrp/EOYAmt0263812
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt075717
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02765
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02000
IRS990/TotalFunctionalExpensesGrp/TotalAmt04765
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0182770
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0263812
IRS990/TotalProgramServiceExpensesAmt02000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05792
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03138
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt079517
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0182770
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0263812
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0440 MISSION ST
IRS990/USAddress/CityNm0CAROL STREAM
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060188
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0https://www.josephpeterbartzisfoundation.org/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Bartzis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOSEPH PETER BARTZIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0831721873
ReturnHeader/Filer/PhoneNum08472287070
ReturnHeader/Filer/USAddress/AddressLine1Txt0440 MISSION ST
ReturnHeader/Filer/USAddress/CityNm0CAROL STREAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060188
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362746886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRAY KAISER LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 S MEYERS RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKBROOK TERRACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060181
ReturnHeader/PreparerPersonGrp/PhoneNum06309534900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian T Kot
ReturnHeader/ReturnTs02025-11-12T07:55:26-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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