Civic Intelligence

The Bartlett Foundation

990T • Fiscal year 2023 • EIN 83-2927213

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 06, 2024

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

(415) 764-2720

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$2,878,133
Liabilities$0
Net Assets$2,878,133
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$150,487
Expenses$345,096
Net Income-$194,609
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 6, 2024
Return Version
2023v7.0
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
2024-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
333 BUSH STREET SUITE 1700, SAN FRANCISCO, CA 94104
Preparer
Lance Bernard
Phone
4157642700
Raw XML Appendix87 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0WILLIAM BARTLETT
IRS990T/BooksInCareOfDetail/PhoneNum04157642720
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt088 KEARNY STREET 20TH FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094108
IRS990T/BookValueAssetsEOYAmt03072742
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt01500
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt01040
IRS990T/OverpaymentSection/OverpaymentAmt01040
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0365827
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/NetOperatingLossDeductionAmt012768
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt015960
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt015960
IRS990TScheduleA/TotUnrltTrdBusIncmAmt015960
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENTS - QPI
IRS990TScheduleA/UBIBeforeNOLDedAmt015960
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt03192
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0460
IRS990T/TaxLessCreditsAmt0460
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01500
IRS990T/TotalTaxAmt0460
IRS990T/TotalTaxComputationAmt0460
IRS990T/TotalUBTIAmt02192
IRS990T/TotalUBTIBeforeNOLSpecificAmt03192
IRS990T/TotalUBTIBeforeSection199AAmt03192
IRS990T/TotalUBTIComputedAmt03192
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BARTLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04157642720
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-06
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/PreparerPersonNm0LANCE BERNARD
ReturnHeader/ReturnTs02024-09-06T11:26:55-05:00
ReturnHeader/ReturnTypeCd0990T
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 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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