Civic Intelligence

The Frank H Bartholomew Foundation

EIN 94-3129676 • Sonoma, CA

View Organization Page

1695 Castle RoadSonoma, CA 95476
Siviq Scores

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

Liabilities / Assets

55th percentile

0.13x

Higher debt load relative to assets than 55% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.67x

Higher debt load relative to revenue than 78% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

79th percentile

35%

Higher net margin than 79% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$176,900

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

93rd percentile

47%

Faster asset growth than 93% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

775%

Faster revenue growth than 98% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$16,716,640

Up $5,316,358 (+47%) from 2023

Liabilities

Down

$2,193,350

Down $115,558 (-5.0%) from 2023

Net Assets

Up

$14,523,290

Up $5,431,916 (+60%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin79th percentile

Revenue

Up

$3,295,603

Up $2,919,036 (+775%) from 2023

Expenses

Up

$2,138,594

Up $643,181 (+43%) from 2023

Net Income

Up

$1,157,009

Up $2,275,855 (+203%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $13,530,145Liabilities 2011: $2,5312011Assets 2012: $13,536,293Liabilities 2012: $02012Assets 2013: $13,521,284Liabilities 2013: $02013Assets 2014: $13,230,995Liabilities 2014: $02014Assets 2015: $13,002,465Liabilities 2015: $02015Assets 2017: $12,913,163Liabilities 2017: $0Net Assets 2017: $12,913,1632017Assets 2018: $12,884,766Liabilities 2018: $0Net Assets 2018: $12,884,7662018Assets 2019: $13,974,580Liabilities 2019: $0Net Assets 2019: $13,974,5802019Assets 2020: $13,192,684Liabilities 2020: $245,968Net Assets 2020: $12,946,7162020Assets 2021: $12,893,403Liabilities 2021: $245,968Net Assets 2021: $12,647,4352021Assets 2022: $13,454,620Liabilities 2022: $1,708,642Net Assets 2022: $11,745,9782022Assets 2023: $11,400,282Liabilities 2023: $2,308,908Net Assets 2023: $9,091,3742023Assets 2024: $16,716,640Liabilities 2024: $2,193,350Net Assets 2024: $14,523,2902024

Highlighted filing

2024

Assets$16,716,640
Liabilities$2,193,350
Net Assets$14,523,290
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $642,879Expenses 2011: $779,820Net Income 2011: -$136,9412011Revenue 2012: $851,526Expenses 2012: $842,847Net Income 2012: $8,6792012Revenue 2013: $867,797Expenses 2013: $882,806Net Income 2013: -$15,0092013Revenue 2014: $589,527Expenses 2014: $879,816Net Income 2014: -$290,2892014Revenue 2015: $684,350Expenses 2015: $912,880Net Income 2015: -$228,5302015Revenue 2017: $1,198,885Expenses 2017: $1,149,222Net Income 2017: $49,6632017Revenue 2018: $1,096,981Expenses 2018: $1,122,819Net Income 2018: -$25,8382018Revenue 2019: $2,167,374Expenses 2019: $1,077,560Net Income 2019: $1,089,8142019Revenue 2020: -$6,331Expenses 2020: $1,021,533Net Income 2020: -$1,027,8642020Revenue 2021: $393,529Expenses 2021: $878,508Net Income 2021: -$484,9792021Revenue 2022: -$11,191Expenses 2022: $986,234Net Income 2022: -$997,4252022Revenue 2023: $376,567Expenses 2023: $1,495,413Net Income 2023: -$1,118,8462023Revenue 2024: $3,295,603Expenses 2024: $2,138,594Net Income 2024: $1,157,0092024

Highlighted filing

2024

Revenue$3,295,603
Expenses$2,138,594
Net Income$1,157,009
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$16,716,640
Liabilities
$2,193,350
Net assets
$14,523,290
Revenue
$3,295,603
Expenses
$2,138,594
Net income
$1,157,009
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.7$2.19$14.5$3.30$2.14$1.16
2023Detailed filing. Detailed filing data is available for this year.$11.4$2.31$9.09$0.38$1.50$1.12
2022Detailed filing. Detailed filing data is available for this year.$13.5$1.71$11.7$0.01$0.99$1.00
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.25$12.6$0.39$0.88$0.48
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.25$12.9$0.01$1.02$1.03
2019Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$2.17$1.08$1.09
2018Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.10$1.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.20$1.15$0.05
2015Summary only. Only limited summary data is available for this year.$13.0$0.00$0.68$0.91$0.23
2014Summary only. Only limited summary data is available for this year.$13.2$0.00$0.59$0.88$0.29
2013Summary only. Only limited summary data is available for this year.$13.5$0.00$0.87$0.88$0.02
2012Summary only. Only limited summary data is available for this year.$13.5$0.00$0.85$0.84$0.01
2011Summary only. Only limited summary data is available for this year.$13.5$0.00$0.64$0.78$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keith LaVineGm Of WineryFT$170,000$6,900$176,900
Scott ClydeGeneral ManagerFT$115,000-$115,000
Anna PopeTrusteeFT$102,000-$102,000
Frank PopeTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Frank H Bartholomew Foundation
EIN
94-3129676
Phone
4156932041
Address
1695 Castle Road, Sonoma, CA 95476

Signing Officer

Name
Frank Pope
Title
Trustee
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Comyns Smith McCleary & Deaver LLP
Address
1777 Botelho Drive Suite 350, Walnut Creek, CA 94596
Preparer
John R Comyns
Phone
9252991040
Raw XML AppendixShowing 400 of 1,018 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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DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt2500
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt369
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt4220
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt5214
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt62139
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt72517
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0724979
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt118441
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2308769
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt34914
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4595640
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt516065
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt6579433
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt7351944
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt89018
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt92402
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt105344
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt114923
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt122856
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt138169
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt141460
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1510453
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1617548
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt177188
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1855393
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt19831
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt202594
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2122510
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt226081
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt235431
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt242524
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt25378
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2629582
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt27719
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt283775
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt292806
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt301587
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31693
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3210695
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3311326
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt344605
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt358161
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt361271
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt37142102
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3841066
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3990968
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4017906
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4167434
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt428043
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4315909
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt44313
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt45103
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt46754
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt47369
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt48250
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt49171
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt50493
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Ranch prop, roadway & imp
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Ranch prop, improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Park improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Park improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Historical landmark-Villa
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5Historical Villa improve
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6Rental properties
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7Winery
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8Winery facility imprvmnts
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9Kitchen Window/Main
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10New Sliding Glass Door
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11Office Electrical Upgrade
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12Rebuild Gazebo
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13Windows-Mianna's House
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14Furnace-Scott's Cottage
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15Windows & Doors-Mianna's
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16Park Restrooms
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17Winery Rental Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18Guest House
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19Winery Balcony rebuild
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20Winery Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21Living Room House Improve
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22Guest & Kitchen House Imp
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23Ranch Building Improvemen
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24New Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25Fence
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26Villa Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27Main House Bathroom
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28Office Remodel
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29Chipper/Shredder
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30Electric Charger
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31Lawnmower
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32Winery Renovation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33Winery Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34Dam Well Pump
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35Leete Electric Motor Generator
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36New Roof - Main House & Guest house
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37Vineyard Improv. 2002 Remaining Basis
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38Vineyard Improv. 2003 Remaining Basis
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39Vineyard Improvmts 2004 Remaining Basis
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40Vineyard Improments 2005 Remaining Basis
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41Vineyard Improv. 2006 Remaining Basis
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42Vineyard Improvmt 2007 Remaining Basis
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43Sauv Bl & Cab 2008 add Remaining Basis
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44Siding Repair To Residential Buildi
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45Furnace Replacement
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc46Villa Furniture
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc47Trail Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc48Lawn Mower
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc49Haraszty Villa Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc50Haraszty Villa Painting
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc51Fixed Assets LLC Basis
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc52Haraszthy Villa Painting
DepreciationSchedule/DepreciationPropertyGrp/Rt00.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt10.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt20.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt30.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt40.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt50.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt60.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt70.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt80.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt90.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt100.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt110.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt120.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt130.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt140.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt150.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt160.0591
DepreciationSchedule/DepreciationPropertyGrp/Rt170.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt180.0364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt031243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1935479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2596472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3547705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt45132376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51595068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Deposits in Transit & Unsettled
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EFTs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Limited partnership investments
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Unrealized Gains
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Money Market Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Mutual Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Closed-End Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt031243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11252855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2596472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35132376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41825397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST

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