BARTKO FOUNDATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BARTKO FOUNDATION (EIN 52-2388581)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349205494
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:09:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251031723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H2R CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 GREENTREE RD BLDG 7 STE 1000 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522388581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTKO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BART | BusinessNameControlTxt |
| Phone | 4123711142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17160 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL ELLIS PERKINS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4123711142 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARL | PersonFirstNm |
| Person Last | ELLIS PERKINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD G SCHERER | PreparerPersonNm |
| PTIN | P00953415 | PTIN |
| Phone | 4123912920 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.BARTKOFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $196,074 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $176,540 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $21 | InvestmentIncomeAmt |
| Fundraising Gross Income | $19,513 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $43,655 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$24,142 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $152,419 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $25,107 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $55,000 | SalariesOtherCompEmplBnftAmt |
| Printing Publications Postage | $605 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $10,384 | OtherExpensesTotalAmt |
| Total Expenses | $91,096 | TotalExpensesAmt |
| Excess Or Deficit For Year | $61,323 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $250,798 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $312,121 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,002 | BOYAmt |
| EOY | $314,100 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,002 | BOYAmt |
| EOY | $314,100 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,204 | BOYAmt |
| EOY | $1,979 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,798 | BOYAmt |
| EOY | $312,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE BARTKO FOUNDATION IS A PRIVATE NON-PROFIT ORGANIZATION WHOSE MISSION IS TO INVEST IN THE SELF-SUFFICIENCY OF SINGLE MINORITY MOTHERS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDE GRANTS TO HELP SINGLE MINORITY MOTHERS WITH DEPENDENT CHILDREN UNDER AGE EIGHTEEN TO REACH AND MAINTAIN SELF-SUFFICIENCY IN THE AREAS OF HOUSING, EDUCATION, EMPLOYMENT, AND TRANSPORTATION. IN 2022, THE BARTKO FOUNDATION PROVIDED GRANTS FOR 6 PEOPLE. IT INCLUDED GRANTS FOR EDUCATION FEES, DOWN PAYMENT AND CLOSING COSTS ON HOMES, FUNERAL EXPENSES, AND A DOWN PAYMENT AND REPAIRS FOR A VEHICLE. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $25,107 | GrantsAndAllocationsAmt |
| Program Service Expenses | $66,803 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $66,803 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MICHELE BOSSERS | ||||
| BOARD MEMBER | 3.00 | $0 | $0 | $0 |
| JASON BOSSERS | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| HENK BOSSERS | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| CARL ELLIS PERKINS | ||||
| EXECUTIVE DIRECTOR | 40.00 | $55,000 | $0 | $0 |
| NEDRA PERKINS | ||||
| SECRETARY | 4.00 | $0 | $0 | $0 |
| NATHAN BOSSERS | ||||
| TREASURER | 3.00 | $0 | $0 | $0 |
| MELANIE GEFERT | ||||
| CHAIRMAN | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL ELLIS PERKINS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17160 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4123711142 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $196,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $176,540 | CurrentTaxYearAmt |
| Total | $458,737 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $196,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $176,540 | CurrentTaxYearAmt |
| Total | $458,737 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $152,601 | SubstantialContributorsTotAmt |
| Public Support Total170 | $306,136 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21 | CurrentTaxYearAmt |
| Total | $352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $459,089 | TotalSupportAmt |
| Public Support CY170 | 0.66680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60660 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BARTKO GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $113,668 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $99,460 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $14,208 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $7,613 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,245 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,129 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,087 | OtherDirectExpensesEvent1Amt |
| Event2 | VIRTUAL IOB LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $77,280 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $71,975 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,305 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,245 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,838 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,498 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $190,948 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $171,435 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,513 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,613 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $15,490 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,967 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,585 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $43,655 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$24,142 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 21. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: PAYROLL TAXES. AMOUNT: 3,753. DESCRIPTION: SUPPLIES. AMOUNT: 515. DESCRIPTION: QUICKBOOKS SOFTWARE. AMOUNT: 2,700. DESCRIPTION: TRAVEL AND MEETINGS. AMOUNT: 54. DESCRIPTION: INSURANCE. AMOUNT: 839. DESCRIPTION: TELEPHONE. AMOUNT: 505. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 745. DESCRIPTION: SERVICE FEES. AMOUNT: 746. DESCRIPTION: OTHER BUSINESS EXPENSE. AMOUNT: 53. DESCRIPTION: PAYROLL EXPENSE. AMOUNT: 474. TOTAL TO FORM 990-EZ, LINE 16: 10,384. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 1,204. END OF YEAR AMOUNT: 1,979. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |