Civic Intelligence

The Baumgarten Foundation

990PF • Fiscal year 2018 • EIN 13-6170020

Oct 01, 2017 to Sep 30, 2018 • Filed on Jun 25, 2019

Organization Profile
925 Canal StreetBristol, PA 19007

(215) 788-4616

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

57th percentile

3.7%

Faster asset growth than 57% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

661%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$57,907

Up $2,084 (+3.7%) from 2017

Net Assets

Up

$57,907

Up $2,084 (+3.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin74th percentile

Revenue

Up

$5,502

Up $4,779 (+661%) from 2017

Expenses

Down

$4,537

Down $2,073 (-31%) from 2017

Net Income

Up

$965

Up $6,852 (+116%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$80K$60K$40K$20K$0Assets 2011: $68,132Liabilities 2011: $02011Assets 2012: $60,859Liabilities 2012: $02012Assets 2013: $62,530Liabilities 2013: $02013Assets 2014: $62,109Liabilities 2014: $02014Assets 2015: $63,192Liabilities 2015: $0Net Assets 2015: $63,1922015Assets 2016: $61,710Liabilities 2016: $0Net Assets 2016: $61,7102016Assets 2017: $55,823Liabilities 2017: $0Net Assets 2017: $55,8232017Assets 2018: $57,907Liabilities 2018: $0Net Assets 2018: $57,9072018Assets 2019: $56,923Liabilities 2019: $0Net Assets 2019: $56,9232019

Highlighted filing

2018

Assets$57,907
Liabilities$0
Net Assets$57,907
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $532Expenses 2011: $12,892Net Income 2011: -$12,3602011Revenue 2012: $1,470Expenses 2012: $8,743Net Income 2012: -$7,2732012Revenue 2013: $4,524Expenses 2013: $2,853Net Income 2013: $1,6712013Revenue 2014: $1,272Expenses 2014: $4,455Net Income 2014: -$3,1832014Revenue 2015: $11,751Expenses 2015: $10,668Net Income 2015: $1,0832015Revenue 2016: $4,681Expenses 2016: $6,163Net Income 2016: -$1,4822016Revenue 2017: $723Expenses 2017: $6,610Net Income 2017: -$5,8872017Revenue 2018: $5,502Expenses 2018: $4,537Net Income 2018: $9652018Revenue 2019: $1,633Expenses 2019: $617Net Income 2019: $1,0162019

Highlighted filing

2018

Revenue$5,502
Expenses$4,537
Net Income$965
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jun 25, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
F H BAUMGARTENTrustee-$0--
G A BAUMGARTENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Baumgarten Foundation
EIN
13-6170020
Phone
2157884616
Address
925 CANAL STREET, BRISTOL, PA 19007

Signing Officer

Name
Frederic H Baumgarten
Title
Trustee
Phone
2157884616
Signed
2019-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Kiely & Kiely Pc
Address
147 W Lancaster Ave, Paoli, PA 19301-1740
Preparer
Joseph P Kiely
Phone
4843218580
Raw XML Appendix314 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/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YPRK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410035
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03980
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/DistributableAsAdjustedAmt02312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030842
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04300
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03980
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03980
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02401
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030877
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026897
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02312
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02401
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NEW YORK STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01119
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN ON STOCK SALE
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERIC H BAUMGARTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157884616
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BAUMGARTEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BAUM
ReturnHeader/Filer/EIN0136170020
ReturnHeader/Filer/PhoneNum02157884616
ReturnHeader/Filer/USAddress/AddressLine1Txt0925 CANAL STREET
ReturnHeader/Filer/USAddress/CityNm0BRISTOL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019007
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C41EC047E9FD0DB5316B864E9A6236B14CE795B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C41EC047E9FD0DB5316B864E9A6236B14CE795B5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0142.147.8.39
ReturnHeader/FilingSecurityInformation/IPDt02019-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm005:20:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIELY & KIELY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0147 W Lancaster Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Paoli
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0193011740
ReturnHeader/PreparerPersonGrp/PhoneNum04843218580
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH P KIELY
ReturnHeader/ReturnTs02019-07-10T05:20:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,907
Liabilities
$0
Net assets
$57,907
Revenue
$5,502
Expenses
$4,537
Net income
$965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.9$0.00$56.9$1.63$0.62$1.02
2018Detailed filing. Detailed filing data is available for this year.$57.9$0.00$57.9$5.50$4.54$0.97
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.8$0.00$55.8$0.72$6.61$5.89
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.7$0.00$61.7$4.68$6.16$1.48
2015Detailed filing. Detailed filing data is available for this year.$63.2$0.00$63.2$11.8$10.7$1.08
2014Summary only. Only limited summary data is available for this year.$62.1$0.00$1.27$4.46$3.18
2013Summary only. Only limited summary data is available for this year.$62.5$0.00$4.52$2.85$1.67
2012Summary only. Only limited summary data is available for this year.$60.9$0.00$1.47$8.74$7.27
2011Summary only. Only limited summary data is available for this year.$68.1$0.00$0.53$12.9$12.4