David and Dr Alise Bartley Family

EIN 87-3765924 • Naples, FL

1185 Immokalee Road Suite 300Naples, FL 34110

Siviq Scores

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

0.00x

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

$1M-$5M nonprofits • Source year 2024

0.00x

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

$1M-$5M nonprofits • Source year 2024

-37%

Higher net margin than 11% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

-1.6%

Faster asset growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets32nd percentile

Assets

Down

$4,379,333

Down $73,430 (-1.6%) from 2023

Liabilities

Down

Down $1 (-100%) from 2023

Net Assets

Down

$4,379,333

Down $73,430 (-1.6%) from 2023

Operations

Liabilities / Revenue33rd percentile Net Margin11th percentile

Revenue

$192,577

Up $401,285 (+192%) from 2023

Expenses

$264,352

Up $35,958 (+16%) from 2023

Net Income

-$71,775

Up $365,327 (+84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

Highlighted filing

2024

Assets$4,379,333

Liabilities$0

Net Assets$4,379,333

Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2024

Revenue$192,577

Expenses$264,352

Net Income-$71,775

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $4,379,333
Liabilities: $0
Net assets: $4,379,333
Revenue: $192,577
Expenses: $264,352
Net income: -$71,775

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.38	$0.00	$4.38	$0.19	$0.26	$0.07
2023Detailed filing. Detailed filing data is available for this year.	$4.45	$0.00	$4.45	$0.21	$0.23	$0.44
2022Detailed filing. Detailed filing data is available for this year.	$4.89	$0.00	$4.89	$0.07	$0.04	$0.11
2021Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$5.00	$0.00	$0.00	$0.00

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Apr 22, 2025
Return Version: 2024v5.0

Compensation and Service Providers

Top Officer Pay47th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID W BARTLEY II	Vice Preside	-	$0	-	-
ALISE G BARTLEY	President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: David and Dr Alise Bartley Family
EIN: 87-3765924
Phone: 3304183815
Address: 1185 IMMOKALEE ROAD SUITE 300, NAPLES, FL 34110

Signing Officer

Name: David W Bartley Ii
Title: Vice President
Phone: 3304183815
Signed: 2025-04-22
Discuss with paid preparer: Yes

Preparer

Firm: Martinbrown Cpas & Advisors
Address: 3411 TAMIAMI TRAIL NORTH SUITE 201, NAPLES, FL 34103
Preparer: Daniel J Brown CPA
Phone: 2392548306

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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/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	226808
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1655
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	TIMING DIFFERENCE IN INVEST INC/EXP
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	PROCEEDS FROM STOCK MERGER
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	45
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	45
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	33399
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES - PNC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	33399
TaxesSchedule/TaxesDetail/Amt	0	955
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	955
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID W BARTLEY II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3304183815
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DAVID AND DR ALISE BARTLEY FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVI
ReturnHeader/Filer/EIN	0	873765924
ReturnHeader/Filer/PhoneNum	0	3304183815
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1185 IMMOKALEE ROAD SUITE 300
ReturnHeader/Filer/USAddress/CityNm	0	NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	34110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	453768259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MARTINBROWN CPAS & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3411 TAMIAMI TRAIL NORTH SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	34103
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2392548306
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DANIEL J BROWN CPA
ReturnHeader/ReturnTs	0	2025-05-12T09:13:14-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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