Civic Intelligence

The Frank H Bartholomew Foundation Co Anna Pope and Frank Pope Trustees

990PF • Fiscal year 2018 • EIN 94-3129676

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

Organization Profile

View Organization Page

1695 Castle RoadSonoma, CA 95476

(415) 693-2041

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

27th percentile

-2.4%

Higher net margin than 27% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

38th percentile

$115,917

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-8.5%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$12,884,766

Down $28,397 (-0.2%) from 2017

Net Assets

Down

$12,884,766

Down $28,397 (-0.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin27th percentile

Revenue

Down

$1,096,981

Down $101,904 (-8.5%) from 2017

Expenses

Down

$1,122,819

Down $26,403 (-2.3%) from 2017

Net Income

Down

-$25,838

Down $75,501 (-152%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2018

Assets$12,884,766
Liabilities$0
Net Assets$12,884,766
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$1,096,981
Expenses$1,122,819
Net Income-$25,838
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott ClydeGeneral ManagerFT$115,917-$115,917
Anna PopeTrusteePT$84,000-$84,000
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
Anna Pope
Title
Trustee
Signed
2019-11-04
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 1,008 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01489
ActyNotPreviouslyRptExpln/ExplanationTxt0In June 2018 the foundation became a 50% member of Regenerative Gift, LLC. Regenerative Gift LLC, dba Bartholomew Estate Winery, operates the winery and vineyards at the Foundation's Bartholomew Park. The Foundation owns approximately 375 acres in Sonoma, CA, commonly referred to as Bartholomew Park (The "Park"). The Park is the site of one of California's earliest vineyards. Under the terms of the Foundation's founding documents, the property "shall be operated as a historic winery and wine museum for the purpose of educating the public about the history and method of California wine making... the vineyard and winery shall be operated in a manner calculated to educate the public about the process of making wine. The goal of the Foundation is that the LLC winery operations be financially self sustaining, produce high quality wines in an environmentally sustainable fashion, and provide the public with an exceptional educational experience that features the unique history and natural beauty of the site. The foundation feels that winery operation is substantially related to the performance of its charitable and educational purpose constituting the basis for its tax exemption under section 501.
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DepreciationSchedule/DepreciationPropertyGrp/LifeRt1620.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1740.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt185.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1910.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2010.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2110.0000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt012005
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DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt2500
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt369
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt4220
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt5214
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0590987
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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt423051
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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt484524
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt496730
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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt51507
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt524929
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt53209
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt54704
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt551702
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt56844
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt57199
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt58922
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5976
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 & Museum
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8Winery facility imprvmnts
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9Vineyard costs 1996
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10Vineyard costs 1997
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc111998 Planting contract-97
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12Vineyard costs 1998
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13Vineyard Costs 1999
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14Vineyard Improv. 2001
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15Vineyard Improv. 2002
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16Water Pump/ Filter Statio
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17Kitchen Window/Main
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18Vineyard Improv. 2003
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19New Sliding Glass Door
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20Duck Pond and Paving
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21Office Electrical Upgrade
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22Rebuild Gazebo
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23Windows-Mianna's House
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24Furnace-Scott's Cottage
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25Vineyard Improvmts 2004
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26Windows & Doors-Mianna's
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27Ranch Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28Vineyard Improments 2005
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29Electric Gate
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30Parking Lot Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31Park Restrooms
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32Park Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33Vineyard Improv. 2006
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34Vineyard Improvmt 2007
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35Vineyard costs 1995 Remaining Basis
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36Winery Rental Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37Guest House
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38Sauv Bl & Cab 2008 add
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39Winery Balcony rebuild
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40Winery Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41Living Room House Improve
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42Guest & Kitchen House Imp
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43Ranch Building Improvemen
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44New Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45Fence
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc46Villa Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc47Electric Transformer
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc48Flail Mower
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc49Honda Foreman Quad
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc50Honda Rancher Quad
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc51New Dishwasher
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc52Lawn Tractor
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc53Main House Bathroom
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc54Dam water meter
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc55Pump Filter Housing
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc56New computer, laser print
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc57Office Remodel

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$12,884,766
Liabilities
$0
Net assets
$12,884,766
Revenue
$1,096,981
Expenses
$1,122,819
Net income
-$25,838
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