Civic Intelligence

The Bartlett Foundation

990PF • Fiscal year 2021 • EIN 83-2927213

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization Profile
1 Embarcadero Center Suite 2410San Francisco, CA 94111

(415) 439-1144

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

4th percentile

-117%

Higher net margin than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

8th percentile

-8.7%

Faster asset growth than 8% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-70%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,977,520

Down $283,396 (-8.7%) from 2020

Net Assets

Down

$2,977,520

Down $283,396 (-8.7%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin4th percentile

Revenue

Down

$241,428

Down $556,065 (-70%) from 2020

Expenses

Up

$524,824

Up $90,651 (+21%) from 2020

Net Income

Down

-$283,396

Down $646,716 (-178%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $2,891,788Liabilities 2019: $02019Assets 2020: $3,260,916Liabilities 2020: $1Net Assets 2020: $3,260,9162020Assets 2021: $2,977,520Liabilities 2021: $1Net Assets 2021: $2,977,5202021Assets 2022: $3,204,822Liabilities 2022: $1Net Assets 2022: $3,204,8222022Assets 2023: $3,072,742Liabilities 2023: $1Net Assets 2023: $3,072,7422023Assets 2024: $2,878,133Liabilities 2024: $0Net Assets 2024: $2,878,1332024

Highlighted filing

2021

Assets$2,977,520
Liabilities$1
Net Assets$2,977,520
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.0M$500K$0-$500KRevenue 2019: $224,931Expenses 2019: $333,866Net Income 2019: -$108,9352019Revenue 2020: $797,493Expenses 2020: $434,173Net Income 2020: $363,3202020Revenue 2021: $241,428Expenses 2021: $524,824Net Income 2021: -$283,3962021Revenue 2022: $572,658Expenses 2022: $345,356Net Income 2022: $227,3022022Revenue 2023: $171,266Expenses 2023: $303,346Net Income 2023: -$132,0802023Revenue 2024: $150,487Expenses 2024: $345,096Net Income 2024: -$194,6092024

Highlighted filing

2021

Revenue$241,428
Expenses$524,824
Net Income-$283,396
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM BARTLETTDirectorPT$0--
JAMIE BARTLETTDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Bartlett Foundation
EIN
83-2927213
Phone
4154391144
Address
1 EMBARCADERO CENTER SUITE 2410, SAN FRANCISCO, CA 94111

Signing Officer

Name
William Bartlett
Title
President
Phone
4154391144
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Frank Rimerman & Co Llp
Address
1 EMBARCADERO CENTER STE 2410, SAN FRANCISCO, CA 94111
Preparer
Jonathan H Ham
Phone
4154391144
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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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0395000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0153407
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0153407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0203689
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0445882
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0242193
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0203689
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0395600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0242193
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0445882
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0203689
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT DEDUCTIONS - PARALLAX FUND, LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1600
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0117375
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0117375
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1600
TaxesSchedule/TaxesDetail/Amt0477
TaxesSchedule/TaxesDetail/Amt111372
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0477
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BARTLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04154391144
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BARTLETT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0832927213
ReturnHeader/Filer/PhoneNum04154391144
ReturnHeader/Filer/USAddress/AddressLine1Txt01 EMBARCADERO CENTER SUITE 2410
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941341042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK RIMERMAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 EMBARCADERO CENTER STE 2410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04154391144
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN H HAM
ReturnHeader/ReturnTs02022-11-10T13:57:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARTLETT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,977,520
Liabilities
$1
Net assets
$2,977,520
Revenue
$241,428
Expenses
$524,824
Net income
-$283,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.15$0.35$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.17$0.30$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.57$0.35$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.24$0.52$0.28
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.80$0.43$0.36
2019Summary only. Only limited summary data is available for this year.$2.89$0.00$0.22$0.33$0.11