Civic Intelligence

W P Bartlett Trust Fund

990PF • Fiscal year 2017 • EIN 94-6102005

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 09, 2018

Organization Profile
16595 Coyote DrSpringville, CA 93265

(951) 522-5034

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

36th percentile

-2.4%

Higher net margin than 36% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

44th percentile

-0.8%

Faster asset growth than 44% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-5.4%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$275,306

Down $2,139 (-0.8%) from 2016

Net Assets

Down

$275,306

Down $2,139 (-0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin36th percentile

Revenue

Down

$89,804

Down $5,161 (-5.4%) from 2016

Expenses

Up

$91,943

Up $2,098 (+2.3%) from 2016

Net Income

Down

-$2,139

Down $7,259 (-142%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $295,760Liabilities 2010: $12,000Net Assets 2010: $283,7602010Assets 2011: $286,405Liabilities 2011: $8,000Net Assets 2011: $278,4052011Assets 2012: $273,463Liabilities 2012: $8,000Net Assets 2012: $265,4632012Assets 2013: $272,127Liabilities 2013: $14,000Net Assets 2013: $258,1272013Assets 2014: $272,885Liabilities 2014: $6,000Net Assets 2014: $266,8852014Assets 2015: $272,325Liabilities 2015: $0Net Assets 2015: $272,3252015Assets 2016: $277,445Liabilities 2016: $0Net Assets 2016: $277,4452016Assets 2017: $275,306Liabilities 2017: $0Net Assets 2017: $275,3062017Assets 2018: $878,382Liabilities 2018: $0Net Assets 2018: $878,3822018Assets 2019: $953,820Liabilities 2019: $0Net Assets 2019: $953,8202019Assets 2020: $1,032,863Liabilities 2020: $0Net Assets 2020: $1,032,8632020Assets 2021: $1,116,720Liabilities 2021: $0Net Assets 2021: $1,116,7202021Assets 2022: $1,251,348Liabilities 2022: $0Net Assets 2022: $1,251,3482022Assets 2023: $1,260,009Liabilities 2023: $0Net Assets 2023: $1,260,0092023Assets 2024: $1,241,357Liabilities 2024: $0Net Assets 2024: $1,241,3572024

Highlighted filing

2017

Assets$275,306
Liabilities$0
Net Assets$275,306
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $72,8662010Expenses 2011: $65,0632011Expenses 2012: $78,1472012Revenue 2013: $86,549Expenses 2013: $93,885Net Income 2013: -$7,3362013Revenue 2014: $93,700Expenses 2014: $84,942Net Income 2014: $8,7582014Revenue 2015: $99,772Expenses 2015: $94,332Net Income 2015: $5,4402015Revenue 2016: $94,965Expenses 2016: $89,845Net Income 2016: $5,1202016Revenue 2017: $89,804Expenses 2017: $91,943Net Income 2017: -$2,1392017Revenue 2018: $694,498Expenses 2018: $91,422Net Income 2018: $603,0762018Revenue 2019: $186,900Expenses 2019: $111,462Net Income 2019: $75,4382019Revenue 2020: $163,525Expenses 2020: $84,482Net Income 2020: $79,0432020Revenue 2021: $169,694Expenses 2021: $85,837Net Income 2021: $83,8572021Revenue 2022: $248,461Expenses 2022: $113,833Net Income 2022: $134,6282022Revenue 2023: $100,705Expenses 2023: $87,470Net Income 2023: $13,2352023Revenue 2024: $76,056Expenses 2024: $94,708Net Income 2024: -$18,6522024

Highlighted filing

2017

Revenue$89,804
Expenses$91,943
Net Income-$2,139
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA INESTROZASec/Treas-$0--
ROBERT W HUGHESTrustee-$0--
EDUARDO PEREZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
W P Bartlett Trust Fund
EIN
94-6102005
Phone
9515225034
Address
16595 COYOTE DR, SPRINGVILLE, CA 93265

Signing Officer

Name
Julia Inestroza
Title
Treasurer
Phone
9515225034
Signed
2018-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
300 E ESPLANADE DR SUITE 250, OXNARD, CA 93036
Preparer
Dana Boutain
Phone
8059883222
Raw XML Appendix357 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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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JULIA INESTROZA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt016595 COYOTE DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SPRINGVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093265
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09515225034
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDES EDUCATIONAL SCHOLARSHIPS TO PORTERVILLE, CALIFORNIA AREA COLLEGE AND HIGH SCHOOL STUDENTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt087000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION IS ONLINE FOR A SET PERIOD OF TIME.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JULIA INESTROZA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09515225034
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt016595 SPRINGVILLE DR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PORTERVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd093265
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE DECISION ON WHO RECEIVES THE SCHOLARSHIP IS MADE BY THE BARTLETT TRUSTEES. STUDENTS WHO ARE CONTINUING THEIR EDUCATION AT A 4 YEAR SCHOOL IN CALIFORNIA AND ARE FROM THE PORTERVILLE AREA ARE ELIGIBLE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THE DEADLINES VARY EVERY YEAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt173000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COLLEGE OF THE SEQUOIAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PORTERVILLE UNIFIED SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0915 S MOONEY BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1600 W GRAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VISALIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193257
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt087000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02599
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt088335
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090934
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084018
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt088335
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSE - ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REGISTRATION RENEWAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0971
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0971
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0971
TaxesSchedule/TaxesDetail/Amt0960
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt02016 FORM 990
TaxesSchedule/TaxesDetail/CategoryTxt12016 FORM 199
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA INESTROZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09515225034
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W P BARTLETT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0WPBA
ReturnHeader/Filer/EIN0946102005
ReturnHeader/Filer/PhoneNum09515225034
ReturnHeader/Filer/USAddress/AddressLine1Txt016595 COYOTE DR
ReturnHeader/Filer/USAddress/CityNm0SPRINGVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093265
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0585725AFF40002F2AC05C725114B334EA057759C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.43.17.42
ReturnHeader/FilingSecurityInformation/IPDt02018-04-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm020:23:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330737981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 E ESPLANADE DR SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OXNARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093036
ReturnHeader/PreparerPersonGrp/PhoneNum08059883222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA BOUTAIN
ReturnHeader/ReturnTs02018-04-13T12:30:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$275,306
Liabilities
$0
Net assets
$275,306
Revenue
$89,804
Expenses
$91,943
Net income
-$2,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.08$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.25$0.11$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.17$0.09$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.16$0.08$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.19$0.11$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.69$0.09$0.60
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.09$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.10$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.27$0.09$0.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.26$0.09$0.09$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.27$0.08
2011Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.28$0.07
2010Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.28$0.07