Civic Intelligence

Willard E Bartel Foundation

990PF • Fiscal year 2015 • EIN 95-3958158

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

Organization Profile
465 Elizabeth CTTempleton, CA 93465-8766

(805) 434-0982

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

14th percentile

-35%

Higher net margin than 14% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

43rd percentile

-1.8%

Faster asset growth than 43% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$411,626

Down $7,462 (-1.8%) from 2014

Net Assets

Down

$411,626

Down $7,462 (-1.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin14th percentile

Revenue

Down

$21,255

Down $66,300 (-76%) from 2014

Expenses

Up

$28,717

Up $6,851 (+31%) from 2014

Net Income

Down

-$7,462

Down $73,151 (-111%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2015

Assets$411,626
Liabilities$0
Net Assets$411,626
Open 2015 Filing

Operations Trend

Revenue Growth5th 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

2015

Revenue$21,255
Expenses$28,717
Net Income-$7,462
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Willard E Bartel Foundation
EIN
95-3958158
Phone
8054340982
Address
465 ELIZABETH CT, TEMPLETON, CA 93465-8766

Signing Officer

Name
Richard E Bartel
Title
Trustee
Phone
9093924378
Signed
2016-05-05

Preparer

Firm
Wiechelman Accountancy Corporation
Address
17409 MARQUARDT AVE, CERRITOS, CA 90703
Preparer
Cyndi Westcott CPA
Phone
5624043730
Raw XML Appendix326 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9INTERNATIONAL POVERTY RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHINO VALLEY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MORNING STAR YOUTH RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CARING FOR ORPHANS - MOZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAN LUIS OBISPO CLASSICAL ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TREE OF LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SERGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6WHEATSTONE MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WYCLIFFE BIBLE TRANSLATORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8ST ANDREWS ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9MISSION AVIATION FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05665 EDISON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11385 EXLINE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt245895 PIUTE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 3601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47730 MORRO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5101 WEST AVENUE SUITE 305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6221 N HARBOR BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt711221 JOHN WYCLIFFE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8198 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 47
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PASO ROBLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TEMECULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ATASCADERO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5JENKINTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6FULLERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9NAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292592
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3934033601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493422
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd519046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd732832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd896020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd983653
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt0420
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019580
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020918
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020498
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019580
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADMINISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt149
TaxesSchedule/TaxesDetail/Amt01629
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FORM 199 FEE
TaxesSchedule/TaxesDetail/CategoryTxt2CA RRF-1
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD E BARTEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09093924378
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLARD E BARTEL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0953958158
ReturnHeader/Filer/PhoneNum08054340982
ReturnHeader/Filer/USAddress/AddressLine1Txt0465 ELIZABETH CT
ReturnHeader/Filer/USAddress/CityNm0TEMPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0934658766
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454158588
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIECHELMAN ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017409 MARQUARDT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CERRITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090703
ReturnHeader/PreparerPersonGrp/PhoneNum05624043730
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNDI WESTCOTT CPA
ReturnHeader/ReturnTs02016-05-11T13:45:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$411,626
Liabilities
$0
Net assets
$411,626
Revenue
$21,255
Expenses
$28,717
Net income
-$7,462
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
2015Detailed filing. Detailed filing data is available for this year.$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