Civic Intelligence

Willard E Bartel Foundation

990PF • Fiscal year 2013 • EIN 95-3958158

Jan 01, 2013 to Dec 31, 2013 • Filed on May 01, 2014

Organization Profile
465 Elizabeth CT93465-8766

(805) 434-0982

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

52nd percentile

1.4%

Faster asset growth than 52% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

13th percentile

-34%

Faster revenue growth than 13% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$353,399

Up $5,036 (+1.4%) from 2012

Net Assets

$353,399

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin79th percentile

Revenue

Down

$21,484

Down $11,221 (-34%) from 2012

Expenses

Up

$16,448

Up $563 (+3.5%) from 2012

Net Income

Down

$5,036

Down $11,784 (-70%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $322,428Liabilities 2010: $0Net Assets 2010: $322,4282010Assets 2011: $331,543Liabilities 2011: $12011Assets 2012: $348,363Liabilities 2012: $12012Assets 2013: $353,399Liabilities 2013: $0Net Assets 2013: $353,3992013Assets 2014: $419,088Liabilities 2014: $0Net Assets 2014: $419,0882014Assets 2015: $411,626Liabilities 2015: $0Net Assets 2015: $411,6262015Assets 2016: $397,717Liabilities 2016: $0Net Assets 2016: $397,7172016Assets 2017: $404,155Liabilities 2017: $0Net Assets 2017: $404,1552017Assets 2018: $410,432Liabilities 2018: $0Net Assets 2018: $410,4322018Assets 2019: $404,509Liabilities 2019: $0Net Assets 2019: $404,5092019Assets 2020: $604,622Liabilities 2020: $0Net Assets 2020: $604,6222020Assets 2021: $675,283Liabilities 2021: $0Net Assets 2021: $675,2832021Assets 2022: $587,924Liabilities 2022: $0Net Assets 2022: $587,9242022Assets 2023: $499,144Liabilities 2023: $0Net Assets 2023: $499,1442023Assets 2024: $446,859Liabilities 2024: $0Net Assets 2024: $446,8592024

Highlighted filing

2013

Assets$353,399
Liabilities$0
Net Assets$353,399
Open 2013 Filing

Operations Trend

Revenue Growth13th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $21,9362010Revenue 2011: $23,672Expenses 2011: $14,557Net Income 2011: $9,1152011Revenue 2012: $32,705Expenses 2012: $15,885Net Income 2012: $16,8202012Revenue 2013: $21,484Expenses 2013: $16,448Net Income 2013: $5,0362013Revenue 2014: $87,555Expenses 2014: $21,866Net Income 2014: $65,6892014Revenue 2015: $21,255Expenses 2015: $28,717Net Income 2015: -$7,4622015Revenue 2016: $13,921Expenses 2016: $27,830Net Income 2016: -$13,9092016Revenue 2017: $30,649Expenses 2017: $24,211Net Income 2017: $6,4382017Revenue 2018: $38,827Expenses 2018: $32,550Net Income 2018: $6,2772018Revenue 2019: $31,254Expenses 2019: $36,877Net Income 2019: -$5,6232019Revenue 2020: $231,344Expenses 2020: $31,231Net Income 2020: $200,1132020Revenue 2021: $125,675Expenses 2021: $54,165Net Income 2021: $71,5102021Revenue 2022: -$24,481Expenses 2022: $62,878Net Income 2022: -$87,3592022Revenue 2023: -$33,806Expenses 2023: $51,674Net Income 2023: -$85,4802023Revenue 2024: $7,956Expenses 2024: $60,241Net Income 2024: -$52,2852024

Highlighted filing

2013

Revenue$21,484
Expenses$16,448
Net Income$5,036
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 1, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD E BARTELTrustee-$0--
JAMES E BARTELTrustee-$0--
Filing and Contact Details

Filer

EIN
95-3958158
Phone
8054340982

Signing Officer

Name
Richard Bartel
Title
Trustee
Phone
8054340982
Signed
2014-05-01

Preparer

Preparer
Joseph H Julien CPA
Phone
5624043730
Raw XML Appendix329 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0CA FORM 199 IS FILED WITH CALIFORNIA FRANCHISE TAX BOARD.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD E BARTEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES E BARTEL
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE ARE NO SUBMISSION DEADLINES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7ADULTS DEVELOPMENTALY DISABLED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8POVERTY RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10CHINO VALLEY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11MORNING STAR YOUTH RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12CARING FOR ORPHANS - MOZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13WORLD HARVEST MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14FOOD BANK COALITION OF SLO COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15SAN LUIS OBISPO CLASSICAL ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16TREE OF LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17THE ARC OF RIVERSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine18WORLD VISION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine19CONVENANT PRESBY CHURCH PASO ROBLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine105665 EDISON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine111385 EXLINE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1245895 PIUTE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13101 WEST AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14PO BOX 2070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15PO BOX 3601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine167730 MORRO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine176900 BROCKTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine18PO BOX 9716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine191450 GOLDEN HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CHINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1PASO ROBLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2TEMECULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3JENKINTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4PASO ROBLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6ATASCADERO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7RIVERSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City8FEDERAL WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City9PASO ROBLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State8WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode091710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode193446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode292592
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode319046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode493447
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode5934033601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode693422
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode792506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode898063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode993446
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09890
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05031
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04859
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019828
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09890
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014797
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04859
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04348
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04348
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1567
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/Amt348
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 199 FEE
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2ATTY GENERAL REG
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt048
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD BARTEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08054340982
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLARD E BARTEL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0953958158
ReturnHeader/Filer/PhoneNum08054340982
ReturnHeader/Filer/USAddress/AddressLine10465 ELIZABETH CT
ReturnHeader/Filer/USAddress/City0TEMPLETON
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0934658766
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WIECHELMAN ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1017409 MARQUARDT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CERRITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode090703
ReturnHeader/PreparerPersonGrp/PhoneNum05624043730
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH H JULIEN CPA
ReturnHeader/ReturnTs02014-05-08T11:25:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,399
Liabilities
$0
Net assets
$353,399
Revenue
$21,484
Expenses
$16,448
Net income
$5,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$0.00$4.47$0.08$0.60$0.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.00$4.99$0.34$0.52$0.85
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.88$0.00$5.88$0.24$0.63$0.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.00$6.75$1.26$0.54$0.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.00$6.05$2.31$0.31$2.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$0.31$0.37$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.39$0.33$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.31$0.24$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.14$0.28$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.21$0.29$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.88$0.22$0.66
2013Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.21$0.16$0.05
2012Summary only. Only limited summary data is available for this year.$3.48$0.00$0.33$0.16$0.17
2011Summary only. Only limited summary data is available for this year.$3.32$0.00$0.24$0.15$0.09
2010Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.22