Civic Intelligence

Bartlett Family Foundation

990PF • Fiscal year 2016 • EIN 86-6302339

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

7700 North 71st StreetParadise Valley, AZ 85253

(480) 991-2571

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-1620%

Higher net margin than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

39th percentile

-3.1%

Faster asset growth than 39% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-66%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$98,828

Down $3,192 (-3.1%) from 2015

Net Assets

$98,828

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$197

Down $381 (-66%) from 2015

Expenses

Up

$3,389

Up $306 (+9.9%) from 2015

Net Income

Down

-$3,192

Down $687 (-27%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $212,080Liabilities 2011: $02011Assets 2012: $135,694Liabilities 2012: $02012Assets 2013: $109,306Liabilities 2013: $02013Assets 2014: $104,525Liabilities 2014: $02014Assets 2015: $102,020Liabilities 2015: $02015Assets 2016: $98,828Liabilities 2016: $0Net Assets 2016: $98,8282016Assets 2017: $99,051Liabilities 2017: $0Net Assets 2017: $99,0512017Assets 2018: $99,361Liabilities 2018: $0Net Assets 2018: $99,3612018Assets 2019: $99,728Liabilities 2019: $1Net Assets 2019: $99,7282019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$98,828
Liabilities$0
Net Assets$98,828

Operations Trend

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

$50K$0-$50K-$100KRevenue 2011: $3,812Expenses 2011: $28,013Net Income 2011: -$24,2012011Revenue 2012: -$19,340Expenses 2012: $29,944Net Income 2012: -$49,2842012Revenue 2013: -$18,595Expenses 2013: $7,793Net Income 2013: -$26,3882013Revenue 2014: $981Expenses 2014: $5,762Net Income 2014: -$4,7812014Revenue 2015: $578Expenses 2015: $3,083Net Income 2015: -$2,5052015Revenue 2016: $197Expenses 2016: $3,389Net Income 2016: -$3,1922016Revenue 2017: $237Expenses 2017: $14Net Income 2017: $2232017Revenue 2018: $324Expenses 2018: $14Net Income 2018: $3102018Revenue 2019: $381Expenses 2019: $14Net Income 2019: $3672019Revenue 2020: -$85,779Expenses 2020: $13,948Net Income 2020: -$99,7272020

Highlighted filing

2016

Revenue$197
Expenses$3,389
Net Income-$3,192
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R BARTLETTTrustee-$0--
SUSAN B BARTLETTTrustee-$0--
PETER R BARTLETTTrustee-$0--
WHITNEY BARTLETT ANDERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bartlett Family Foundation
EIN
86-6302339
In Care Of
% JAMES BARTLETT
Phone
4809912571
Address
7700 North 71st Street, Paradise Valley, AZ 85253

Signing Officer

Name
James Bartlett
Title
President
Phone
4809912571
Signed
2017-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
60 East Rio Salado Pkwy Suite 800, Tempe, AZ 85281-9102
Preparer
brennon adams
Phone
4804593500
Raw XML Appendix276 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/PersonNm0JAMES R BARTLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN B BARTLETT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WHITNEY BARTLETT ANDERSON
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01684
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0958
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt053084
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt052126
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BARTLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04809912571
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bartlett Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0866302339
ReturnHeader/Filer/InCareOfNm0% JAMES BARTLETT
ReturnHeader/Filer/PhoneNum04809912571
ReturnHeader/Filer/USAddress/AddressLine1Txt07700 North 71st Street
ReturnHeader/Filer/USAddress/CityNm0Paradise Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId014F1B7287F7C3A3C69B6541DAD9EE61A92666213
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId029EEFB2639B95E976D5F47B050BC596DD2BEE7FB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId086018620173115000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.102.5
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 East Rio Salado Pkwy Suite 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tempe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0852819102
ReturnHeader/PreparerPersonGrp/PhoneNum04804593500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0brennon adams
ReturnHeader/ReturnTs02017-11-07T12:29:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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