Civic Intelligence

Willard E Bartel Foundation

990PF • Fiscal year 2023 • EIN 95-3958158

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Organization Profile
7906 Roos RoadHouston, TX 77036

(805) 610-2123

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

253%

Higher net margin than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-15%

Faster asset growth than 25% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$499,144

Down $88,780 (-15%) from 2022

Net Assets

Down

$499,144

Down $88,780 (-15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$33,806

Down $9,325 (-38%) from 2022

Expenses

Down

$51,674

Down $11,204 (-18%) from 2022

Net Income

Up

-$85,480

Up $1,879 (+2.2%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2023

Assets$499,144
Liabilities$0
Net Assets$499,144
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$33,806
Expenses$51,674
Net Income-$85,480
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD E BARTELTrustee-$0--
NOEL CANTRELLTrustee-$0--
MARI BARTELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Willard E Bartel Foundation
EIN
95-3958158
Phone
8056102123
Address
7906 ROOS ROAD, HOUSTON, TX 77036

Signing Officer

Name
Richard E Bartel
Title
Trustee
Phone
8056102123
Signed
2024-05-07

Preparer

Firm
Walrath Accountancy Corp
Address
17326 EDWARDS RD STE 115, CERRITOS, CA 90703
Preparer
Cyndi K Westcott
Phone
5622290590
Raw XML Appendix343 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0895
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0MERRILL LYNCH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0261668
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0217249
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-44419
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0WELLS FARGO & COMPA NY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0345010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0343645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt06024
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-42745
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0325
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt02590
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-33806
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-33806
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0895
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt010613
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01674
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt044668
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt044668
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt06024
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06024
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06024
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-85480
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0257454
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0325
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0325
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0325
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-42745
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04982
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01674
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05631
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt02590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02590
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt082
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt010613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt044668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05631
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt051674
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-33806
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05631
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt038531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt040205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MERRILL LYNCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01674
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01674
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-85480
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03300
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0502444
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0587924
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0499144
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024500
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024500
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024500
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024569
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt069
IRS990PF/DistributableAmountGrp/TotalTaxAmt069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt069
IRS990PF/FMVAssetsEOYAmt0500857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt025483
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0494550
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0345010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0343645
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0587924
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0499144
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt029136
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt030028
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt030028
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0587924
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0499144
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0500857
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0587924
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0499144
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0587924
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0499144
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt038755
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0124106
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0127184
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0498857
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023286
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0475571
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07483
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024569
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0491374
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0498857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD E BARTEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NOEL CANTRELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARI BARTEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07906 ROOS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14010 NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2532 BRANDING IRON WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ONTARIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NORCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191761
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292860
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt044668
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt044668
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WALRATH ACCOUNTANCY CORP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017326 EDWARDS ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CERRITOS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05622290590
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RICHARD BARTEL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08056102123
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt07906 ROOS ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd077036
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE GIVEN TO EDUCATIONAL AND RELIGIOUS ENDEAVORS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE ARE NO SUBMISSION DEADLINES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt74168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt86000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3INTERNATIONAL POVERTY RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PREGNANCY CRISIS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8HOMELESS SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CARING FOR ORPHANS - MOZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAN LUIS OBISPO CLASSICAL ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WYCLIFFE BIBLE TRANSLATORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MISSION AVIATION FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TREE OF LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE NAVIGATORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE ST CONSTANTINE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ST ANDREW'S ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8EL CAMINO HOMELESS ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9CHRIST CLASSICAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt035865 CALLE NOPAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1165 GRAND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 628200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 47
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47730 MORRO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 6000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt67177 REGENCY SQUARE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 3050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt86370 ATASCADERO AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9880 LAUREATE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TEMECULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ATASCADERO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7CHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ATASCADERO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092592
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd383653
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493422
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580934
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd677036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd796020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd893422
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd993405
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044668
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/AppliedToCurrentYearAmt024500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010399
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05941
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt064632
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025447
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010399
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02677
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05941
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044668
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020168
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt064632
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt044464
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03300
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3P.O. BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05631
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05631
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt166
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2332
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02590
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MERRILL LYNCH COST BASIS ADJ
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02590
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02590
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt228
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1CA RRF-1
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD E BARTEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08056102123
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLARD E BARTEL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0953958158
ReturnHeader/Filer/PhoneNum08056102123
ReturnHeader/Filer/USAddress/AddressLine1Txt07906 ROOS ROAD
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813493986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALRATH ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017326 EDWARDS RD STE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CERRITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090703
ReturnHeader/PreparerPersonGrp/PhoneNum05622290590
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNDI K WESTCOTT
ReturnHeader/ReturnTs02024-05-14T14:05:52-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARTEL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$499,144
Liabilities
$0
Net assets
$499,144
Revenue
-$33,806
Expenses
$51,674
Net income
-$85,480
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
2023Detailed filing. Detailed filing data is available for this year.$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