Civic Intelligence

Bartlett Family Foundation

990PF • Fiscal year 2018 • EIN 86-6302339

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization Profile
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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

0.3%

Faster asset growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$99,361

Up $310 (+0.3%) from 2017

Net Assets

Up

$99,361

Up $310 (+0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$324

Up $87 (+37%) from 2017

Expenses

Flat

$14

Flat from 2017

Net Income

Up

$310

Up $87 (+39%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

2018

Assets$99,361
Liabilities$0
Net Assets$99,361
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

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

2018

Revenue$324
Expenses$14
Net Income$310
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

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
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
60 East Rio Salado Pkwy Suite 800, Tempe, AZ 85281-9102
Preparer
Philip A McKenzie
Phone
4804593500
Raw XML Appendix267 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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TaxesSchedule/TaxesDetail/Amt014
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt014
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BARTLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04809912571
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
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/AtSubmissionCreationDeviceId095BA58E53E7E28EA362E02E2FC7E249231EF04EF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D075B89832BA993AC411AA8E14E07343D16FE848
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId086018620193175000006
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-13
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/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Philip A McKenzie
ReturnHeader/ReturnTs02019-11-13T15:48:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,361
Liabilities
$0
Net assets
$99,361
Revenue
$324
Expenses
$14
Net income
$310
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.86$0.14$1.00
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.00$0.03$0.03
2015Summary only. Only limited summary data is available for this year.$1.02$0.00$0.01$0.03$0.03
2014Summary only. Only limited summary data is available for this year.$1.05$0.00$0.01$0.06$0.05
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$0.19$0.08$0.26
2012Summary only. Only limited summary data is available for this year.$1.36$0.00$0.19$0.30$0.49
2011Summary only. Only limited summary data is available for this year.$2.12$0.00$0.04$0.28$0.24