Civic Intelligence

Gladys Bartz Trust C/O First National Bank

EIN 84-6181626 • Fort Collins, CO

PO Box 555Fort Collins, CO 80522-0555
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

7th percentile

-242%

Higher net margin than 7% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$900

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

614%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $583,449 (-100%) from 2023

Liabilities

Down

$0

Down $89 (-100%) from 2023

Net Assets

Down

$0

Down $583,360 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin7th percentile

Revenue

Up

$241,047

Up $207,299 (+614%) from 2023

Expenses

Up

$824,407

Up $790,331 (+2319%) from 2023

Net Income

Down

-$583,360

Down $583,032 (-177754%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$600K$400K$200K$0Assets 2011: $504,771Liabilities 2011: $3472011Assets 2012: $535,387Liabilities 2012: $3902012Assets 2013: $533,570Liabilities 2013: $2882013Assets 2014: $550,049Liabilities 2014: $2592014Assets 2015: $543,663Liabilities 2015: $1112015Assets 2019: $496,923Liabilities 2019: $1112019Assets 2020: $501,106Liabilities 2020: $42Net Assets 2020: $501,0642020Assets 2021: $560,790Liabilities 2021: $269Net Assets 2021: $560,5212021Assets 2022: $583,750Liabilities 2022: $62Net Assets 2022: $583,6882022Assets 2023: $583,449Liabilities 2023: $89Net Assets 2023: $583,3602023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $25,649Expenses 2011: $40,767Net Income 2011: -$15,1182011Revenue 2012: $73,151Expenses 2012: $42,578Net Income 2012: $30,5732012Revenue 2013: $38,430Expenses 2013: $40,673Net Income 2013: -$2,2432013Revenue 2014: $61,617Expenses 2014: $45,109Net Income 2014: $16,5082014Revenue 2015: $40,749Expenses 2015: $46,987Net Income 2015: -$6,2382015Revenue 2019: $26,279Expenses 2019: $39,250Net Income 2019: -$12,9712019Revenue 2020: $41,133Expenses 2020: $36,881Net Income 2020: $4,2522020Revenue 2021: $93,168Expenses 2021: $33,711Net Income 2021: $59,4572021Revenue 2022: $33,175Expenses 2022: $10,008Net Income 2022: $23,1672022Revenue 2023: $33,748Expenses 2023: $34,076Net Income 2023: -$3282023Revenue 2024: $241,047Expenses 2024: $824,407Net Income 2024: -$583,3602024

Highlighted filing

2024

Revenue$241,047
Expenses$824,407
Net Income-$583,360
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$241,047
Expenses
$824,407
Net income
-$583,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.41$8.24$5.83
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.00$5.83$0.34$0.34$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.84$0.00$5.84$0.33$0.10$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.00$5.61$0.93$0.34$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.00$5.01$0.41$0.37$0.04
2019Summary only. Only limited summary data is available for this year.$4.97$0.00$0.26$0.39$0.13
2015Summary only. Only limited summary data is available for this year.$5.44$0.00$0.41$0.47$0.06
2014Summary only. Only limited summary data is available for this year.$5.50$0.00$0.62$0.45$0.17
2013Summary only. Only limited summary data is available for this year.$5.34$0.00$0.38$0.41$0.02
2012Summary only. Only limited summary data is available for this year.$5.35$0.00$0.73$0.43$0.31
2011Summary only. Only limited summary data is available for this year.$5.05$0.00$0.26$0.41$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$900-$900
Filing and Contact Details

Filer

Filer Name
Gladys Bartz Trust
EIN
84-6181626
Phone
9704951225
Address
PO BOX 555, FORT COLLINS, CO 80522-0555

Signing Officer

Name
First National Bank of Omaha
Title
Trustee
Phone
9704946336
Signed
2025-05-06

Preparer

Firm
Pollock Tax & Accounting Llp
Address
2001 S SHIELDS ST BLDG H STE 200, FORT COLLINS, CO 80526-2096
Preparer
Sandra L Hogan
Phone
9704846266
Raw XML Appendix231 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
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt041
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-583360
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0583360
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022132
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt022132
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt022132
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt022152
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt020
IRS990PF/DistributableAmountGrp/TotalTaxAmt020
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt020
IRS990PF/FinalReturnInd0X
IRS990PF/FMVAssetsEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0241734
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0329998
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0583360
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011717
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0583449
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0583449
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0583360
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0449788
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0127007
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0322781
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06747
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022152
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0443041
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09704946336
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANTS MUST BE SMALL ANIMAL CARE CENTERS AND SUBMIT THE FOLLOWING INFORMATION: 1. DETERMINATION LETTER FROM IRS AS PROOF THEY ARE QUALIFIED AS TAX-EXEMPT ORGANIZATION 2. MISSION STATEMENT 3. INCOME STATEMENT AND BALANCE SHEET 4. STATEMENT WHICH SUMMARIZES THE APPLICANT OPERATIONS AS A SMALL ANIMAL CARE CENTER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RECIPIENTS OF GRANTS FROM THE GLADYS BARTZ TRUST MUST, AT A MINIMUM, MEET THE FOLLOWING GUIDELINES OR REQUIREMENTS: 1. RECIPIENT MUST BE A SMALL ANIMAL CARE CENTER. 2. RECIPIENT MUST USE THE GRANT FOR THE CARE AND MAINTENANCE OF DOGS AND CATS, OR OTHER SMALL ANIMALS. 3. RECIPIENT CANNOT IMPLEMENT THE USE OF EUTHANASIA PROCEDURES IN ANY FORM FOR THE SMALL ANIMALS. 4. RECIPIENT MUST USE THE GRANT FUNDS TO CARE FOR AND KEEP SUCH DOGS AND CATS ALIVE UNTIL THEIR NATURAL DEATH OR UNTIL A NEW HOME HAS BEEN FOUND FOR THEM.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0754205
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0754205
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0754205
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt035663
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08457
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0954
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0954
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST NATIONAL BANK OF OMAHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09704946336
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLADYS BARTZ TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FIRST NATIONAL BANK
ReturnHeader/Filer/BusinessNameControlTxt0GLAD
ReturnHeader/Filer/EIN0846181626
ReturnHeader/Filer/PhoneNum09704951225
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ReturnHeader/Filer/USAddress/CityNm0FORT COLLINS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0805262096
ReturnHeader/PreparerPersonGrp/PhoneNum09704846266
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA L HOGAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-20T12:42:18-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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