Civic Intelligence

Klaus-Jurgen Bathe Charitable Foundation

990PF • Fiscal year 2023 • EIN 04-6927546

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 16, 2024

Organization Profile
100 Federal St 37th FloorBoston, MA 02110

(617) 357-9600

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

13th percentile

-53%

Higher net margin than 13% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

35th percentile

-1.5%

Faster asset growth than 35% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,728,940

Down $41,435 (-1.5%) from 2022

Net Assets

Down

$2,728,940

Down $41,435 (-1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin13th percentile

Revenue

Down

$78,276

Down $2,017,900 (-96%) from 2022

Expenses

Down

$119,711

Down $5,593 (-4.5%) from 2022

Net Income

Down

-$41,435

Down $2,012,307 (-102%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $921,752Liabilities 2011: $02011Assets 2012: $805,146Liabilities 2012: $02012Assets 2013: $1,184,255Liabilities 2013: $02013Assets 2014: $487,202Liabilities 2014: $02014Assets 2015: $392,596Liabilities 2015: $02015Assets 2019: $686,361Liabilities 2019: $02019Assets 2020: $866,777Liabilities 2020: $12020Assets 2021: $871,274Liabilities 2021: $1Net Assets 2021: $871,2742021Assets 2022: $2,770,375Liabilities 2022: $0Net Assets 2022: $2,770,3752022Assets 2023: $2,728,940Liabilities 2023: $0Net Assets 2023: $2,728,9402023Assets 2024: $2,690,168Liabilities 2024: $0Net Assets 2024: $2,690,1682024

Highlighted filing

2023

Assets$2,728,940
Liabilities$0
Net Assets$2,728,940
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $344,043Expenses 2011: $308,528Net Income 2011: $35,5152011Revenue 2012: $514,254Expenses 2012: $627,781Net Income 2012: -$113,5272012Revenue 2013: $519,032Expenses 2013: $140,152Net Income 2013: $378,8802013Revenue 2014: $700,187Expenses 2014: $1,397,238Net Income 2014: -$697,0512014Revenue 2015: $735,642Expenses 2015: $830,251Net Income 2015: -$94,6092015Revenue 2019: $221,026Expenses 2019: $749,310Net Income 2019: -$528,2842019Revenue 2020: $314,355Expenses 2020: $133,941Net Income 2020: $180,4142020Revenue 2021: $239,437Expenses 2021: $234,927Net Income 2021: $4,5102021Revenue 2022: $2,096,176Expenses 2022: $125,304Net Income 2022: $1,970,8722022Revenue 2023: $78,276Expenses 2023: $119,711Net Income 2023: -$41,4352023Revenue 2024: $739,879Expenses 2024: $311,638Net Income 2024: $428,2412024

Highlighted filing

2023

Revenue$78,276
Expenses$119,711
Net Income-$41,435
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 16, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KLAUS-JURGEN BATHETrustee, As Required-$0--
Filing and Contact Details

Filer

Filer Name
Klaus-jurgen Bathe Charitable Foundation
EIN
04-6927546
Phone
6173579600
Address
100 FEDERAL ST 37TH FLOOR, BOSTON, MA 02110

Signing Officer

Name
Klaus-jurgen Bathe
Title
Trustee
Phone
6173579600
Signed
2024-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Kelly Kowalczyk
Phone
3128792000
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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CIBC ATLAS MID CAP EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CIBC ATLAS INTERNATIONAL GROWT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt077 MASSACHUSETTS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002139
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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/AppliedToCurrentYearAmt0103500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0137459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt033959
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt079151
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0186713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt097188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0701963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt033959
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01031056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt079151
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0186713
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt097188
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0668004
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0103500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01031056
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01065015
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc000162Q460 ALPS CLEAN ENERGY ET
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc100769G139 CIBC ATLAS INTL GRWT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc200769G451 CIBC ATLAS INC OPPOR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc300769G477 CIBC ATLAS MID CAP E
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc400769G493 CIBC ATLAS DISC EQTY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc506742C723 IPATH SELECT MLP ETN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6XXX-XX-XXXX ISHARES INTERMEDIATE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt084957
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1346425
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2108652
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3386291
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4465882
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt5141270
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt6428389
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt064225
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1374947
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2121025
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt3422758
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt4550795
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt5154763
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt6430145
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BARCLAYS ETN SELECT MLP ETN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08694
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08694
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014002
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES-PRIN (NON-DEDUCTI
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010501
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt12130
TaxesSchedule/TaxesDetail/Amt22600
TaxesSchedule/TaxesDetail/Amt3479
TaxesSchedule/TaxesDetail/CategoryTxt0STATE INCOME TAXES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0500
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3479
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KLAUS-JURGEN BATHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06173579600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KLAUS-JURGEN BATHE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BATH
ReturnHeader/Filer/EIN0046927546
ReturnHeader/Filer/PhoneNum06173579600
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 FEDERAL ST 37TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY KOWALCZYK
ReturnHeader/ReturnTs02024-05-08T10:01:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AARON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHIELDS
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
$2,728,940
Liabilities
$0
Net assets
$2,728,940
Revenue
$78,276
Expenses
$119,711
Net income
-$41,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.74$0.31$0.43
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.08$0.12$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$2.10$0.13$1.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.24$0.23$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.31$0.13$0.18
2019Summary only. Only limited summary data is available for this year.$0.69$0.00$0.22$0.75$0.53
2015Summary only. Only limited summary data is available for this year.$0.39$0.00$0.74$0.83$0.09
2014Summary only. Only limited summary data is available for this year.$0.49$0.00$0.70$1.40$0.70
2013Summary only. Only limited summary data is available for this year.$1.18$0.00$0.52$0.14$0.38
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$0.51$0.63$0.11
2011Summary only. Only limited summary data is available for this year.$0.92$0.00$0.34$0.31$0.04