Civic Intelligence

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

990PF • Fiscal year 2019 • EIN 94-3129676

Jan 01, 2019 to Dec 31, 2019 • Filed on Dec 09, 2020

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

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

38th percentile

$115,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

65th percentile

8.5%

Faster asset growth than 65% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

98%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$13,974,580

Up $1,089,814 (+8.5%) from 2018

Net Assets

Up

$13,974,580

Up $1,089,814 (+8.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin89th percentile

Revenue

Up

$2,167,374

Up $1,070,393 (+98%) from 2018

Expenses

Down

$1,077,560

Down $45,259 (-4.0%) from 2018

Net Income

Up

$1,089,814

Up $1,115,652 (+4318%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2019

Assets$13,974,580
Liabilities$0
Net Assets$13,974,580
Open 2019 Filing

Operations Trend

Revenue Growth93rd 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

2019

Revenue$2,167,374
Expenses$1,077,560
Net Income$1,089,814
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Dec 9, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott ClydeGeneral ManagerFT$115,000-$115,000
Anna PopeTrusteeFT$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
2020-12-09
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
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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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ActyNotPreviouslyRptExpln/ExplanationTxt0IN January 2019 the Foundation entered into a lease with Regenerative Gift LLC of its vineyards and two acres of its winery property.
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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2259394
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt34004
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4502730
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt513090
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt6491803
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt7291919
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt87348
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt918067
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1012045
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1134469
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1219289
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13975
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1413142
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt15104098
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt161822
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1730900
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt184069
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1922951
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt203658
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt212106
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt226024
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt231080
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2466597
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt257620
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2612532
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2713486
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt285584
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2968637
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3012323
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3128140
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3272153
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3312937
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt344688
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3533011
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3614242
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt37486
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt381494
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3913415
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt403556
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt413176
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt421454
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt43238
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4416287
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt45578
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt465615
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt47294
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt48818
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt491978
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt50981
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt51795
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5211985
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt53531
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt54207
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5573
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt56195
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/PropertyDesc16Kitchen Window/Main
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17Vineyard Improv. 2003
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18New Sliding Glass Door
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19Duck Pond and Paving
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20Office Electrical Upgrade
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21Rebuild Gazebo
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22Windows-Mianna's House
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23Furnace-Scott's Cottage
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24Vineyard Improvmts 2004
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25Windows & Doors-Mianna's
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26Ranch Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27Vineyard Improments 2005
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28Electric Gate
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29Parking Lot Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30Park Restrooms
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31Park Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32Vineyard Improv. 2006
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33Vineyard Improvmt 2007
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34Winery Rental Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35Guest House
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36Sauv Bl & Cab 2008 add
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37Winery Balcony rebuild
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38Winery Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39Living Room House Improve
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40Guest & Kitchen House Imp
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41Ranch Building Improvemen
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42New Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43Fence
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44Villa Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45New Dishwasher
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc46Lawn Tractor
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc47Main House Bathroom
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc48Dam water meter
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc49Pump Filter Housing
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc50New computer, laser print
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc51Office Remodel
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc522017 Ford Truck
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc53Chipper/Shredder
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc54Electric Charger
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc55Lawnmower
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc56Winery Renovation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc57Winery Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc58New computer, laser print Remaining Basis
DepreciationSchedule/DepreciationPropertyGrp/Rt00.0500
DepreciationSchedule/DepreciationPropertyGrp/Rt10.0500
DepreciationSchedule/DepreciationPropertyGrp/Rt20.0500
DepreciationSchedule/DepreciationPropertyGrp/Rt30.0500
DepreciationSchedule/DepreciationPropertyGrp/Rt40.0250
DepreciationSchedule/DepreciationPropertyGrp/Rt50.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt60.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt70.0369
DepreciationSchedule/DepreciationPropertyGrp/Rt80.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt90.0256

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,974,580
Liabilities
$0
Net assets
$13,974,580
Revenue
$2,167,374
Expenses
$1,077,560
Net income
$1,089,814
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