Civic Intelligence

The Bartlett Foundation

990PF • Fiscal year 2022 • EIN 83-2927213

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization Profile
88 Kearny Street 20th FloorSan Francisco, CA 94108

(415) 764-2720

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

82nd percentile

40%

Higher net margin than 82% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

69th percentile

7.6%

Faster asset growth than 69% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

137%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,204,822

Up $227,302 (+7.6%) from 2021

Net Assets

Up

$3,204,822

Up $227,302 (+7.6%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin82nd percentile

Revenue

Up

$572,658

Up $331,230 (+137%) from 2021

Expenses

Down

$345,356

Down $179,468 (-34%) from 2021

Net Income

Up

$227,302

Up $510,698 (+180%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2022

Assets$3,204,822
Liabilities$1
Net Assets$3,204,822
Open 2022 Filing

Operations Trend

Revenue Growth92nd 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

2022

Revenue$572,658
Expenses$345,356
Net Income$227,302
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
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
4157642720
Address
88 KEARNY STREET 20TH FLOOR, SAN FRANCISCO, CA 94108

Signing Officer

Name
William Bartlett
Title
President
Phone
4157642720
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
333 BUSH STREET SUITE 1700, SAN FRANCISCO, CA 94104
Preparer
Francis R Cassidy
Phone
4157642700
Raw XML Appendix315 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM BARTLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMIE BARTLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt188 KEARNY STREET 20TH FLOOR
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0203689
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0652443
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0206561
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0242193
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0203689
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0345075
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0206561
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0652443
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0445882
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WILLIAM BARTLETT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JAMIE BARTLETT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01100 W WOODSIDE DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1131 JORDAN AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0JACKSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd083001
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194104
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0371948
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2690
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARALLAX FUND LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1AMOUNT REPORTED ON 990T
OtherIncomeSchedule2/OtherIncomeDetail/Desc2TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0371948
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1170571
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0371948
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2690
TaxesSchedule/TaxesDetail/Amt0281
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1CA RRF-1 FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt175
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BARTLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04157642720
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BARTLETT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0832927213
ReturnHeader/Filer/PhoneNum04157642720
ReturnHeader/Filer/USAddress/AddressLine1Txt088 KEARNY STREET 20TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 BUSH STREET SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04157642700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS R CASSIDY
ReturnHeader/ReturnTs02023-11-14T19:43:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARTLETT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,204,822
Liabilities
$1
Net assets
$3,204,822
Revenue
$572,658
Expenses
$345,356
Net income
$227,302
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