Civic Intelligence

Steven C Bagdan Charitable Fdtn

EIN 20-1039663 • 501(c)3 • Davie, FL

Pub. 78 EligibleNTEE T11

Profile

SEE STATEMENT 1

4041 E Lake Estates DriveDavie, FL 33328

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-100%

Higher net margin than 12% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2024

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.

NTEE T • $1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

$1,748,964

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,748,964

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue76th percentileNet Margin12th percentile

Revenue

$32,497

No earlier filing loaded for comparison.

Expenses

$65,003

No earlier filing loaded for comparison.

Net Income

-$32,506

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2024: $1,748,964Liabilities 2024: $0Net Assets 2024: $1,748,9642024

Highlighted filing

2024

Assets$1,748,964
Liabilities$0
Net Assets$1,748,964
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2024: $32,497Expenses 2024: $65,003Net Income 2024: -$32,5062024

Highlighted filing

2024

Revenue$32,497
Expenses$65,003
Net Income-$32,506
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,748,964
Liabilities
$0
Net assets
$1,748,964
Revenue
$32,497
Expenses
$65,003
Net income
-$32,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.00$1.75$0.03$0.07$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 24, 2025
Return Version
2024v5.2
Gross Receipts
$267,251
Mission and Program Overview

Mission

SEE STATEMENT 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,611,243$1,748,964▲ $137,721
Investments in Publicly Traded Securities$717,905$864,191▲ $146,286
Land, Buildings, and Equipment, Net$598,230$598,230→ $0
Other Notes and Loans Receivable, Net$276,004$276,004→ $0
Cash and Non-Interest-Bearing Accounts$19,104$10,539▼ $8,565
Total Assets$1,611,243$1,748,964▲ $137,721
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,611,243$1,748,964▲ $137,721
Total Liabilities and Net Assets / Fund Balance$1,611,243$1,748,964▲ $137,721

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$400,730--
Land$197,500--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
David HoferDirector
David VogelDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,000
Program Service Revenue
$0
Investment Income
$4,717
Other Revenue
$25,780
Change in Net Assets
$-32,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,000
Other Expenses$12,003
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,000--$53,000
Fees for Services Accounting$12,000$0$0$12,000
Other Expenses$3$0$0$3
Total Functional Expenses$65,003$0$0$65,003
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tim Snow FoundationBoca Raton, FL-Charity$36,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Steven C Bagdan Charitable Fdtn
EIN
20-1039663
Phone
9546993043
Address
4041 E LAKE ESTATES DRIVE, DAVIE, FL 33328

Signing Officer

Name
David Hofer
Title
Director
Phone
9546993043
Signed
2025-08-24

Organization Details

Principal Officer
David Hofer
Formed
2003
Legal Domicile
Fl
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
MILBERY & KESSELMAN CPA'S LLC
Address
2800 W STATE ROAD 84 STE 105, FORT LAUDERDALE, FL 33312
Preparer
Craig Kesselman
Phone
9545833223
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Trustee reviews and approves the form 990.”

Raw XML Appendix294 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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IRS990/OtherExpensesGrp/Desc0BANK FEES
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ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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