Civic Intelligence

Baker Family Charitable Foundation

990PF • Fiscal year 2023 • EIN 20-1956001

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

1572 Championship BoulevardFranklin, TN 37064

(985) 960-6349

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

75th percentile

22%

Higher net margin than 75% 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

38th percentile

-0.7%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

96th percentile

290%

Faster revenue growth than 96% of similar nonprofits.

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

Assets

Down

$1,967,027

Down $13,767 (-0.7%) from 2022

Net Assets

Down

$1,967,027

Down $12,767 (-0.6%) from 2022

Liabilities

Down

$0

Down $1,000 (-100%) from 2022

Revenue

Up

$195,031

Up $145,031 (+290%) from 2022

Expenses

Up

$151,849

Up $39,999 (+36%) from 2022

Net Income

Up

$43,182

Up $105,032 (+170%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $504,607Liabilities 2010: $0Net Assets 2010: $504,6072010Assets 2011: $494,553Liabilities 2011: $0Net Assets 2011: $494,5532011Assets 2012: $511,883Liabilities 2012: $0Net Assets 2012: $511,8832012Assets 2013: $514,771Liabilities 2013: $0Net Assets 2013: $514,7712013Assets 2014: $535,300Liabilities 2014: $0Net Assets 2014: $535,3002014Assets 2015: $1,167,087Liabilities 2015: $0Net Assets 2015: $1,167,0872015Assets 2016: $1,372,282Liabilities 2016: $0Net Assets 2016: $1,372,2822016Assets 2017: $1,582,777Liabilities 2017: $0Net Assets 2017: $1,582,7772017Assets 2018: $1,610,341Liabilities 2018: $0Net Assets 2018: $1,610,3412018Assets 2019: $1,676,270Liabilities 2019: $0Net Assets 2019: $1,676,2702019Assets 2020: $1,636,686Liabilities 2020: $0Net Assets 2020: $1,636,6862020Assets 2021: $2,118,994Liabilities 2021: $0Net Assets 2021: $2,118,9942021Assets 2022: $1,980,794Liabilities 2022: $1,000Net Assets 2022: $1,979,7942022Assets 2023: $1,967,027Liabilities 2023: $0Net Assets 2023: $1,967,0272023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$1,967,027
Liabilities$0
Net Assets$1,967,027

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $21,0802010Expenses 2011: $29,4482011Expenses 2012: $26,6752012Revenue 2013: $31,055Expenses 2013: $28,167Net Income 2013: $2,8882013Revenue 2014: $51,436Expenses 2014: $30,907Net Income 2014: $20,5292014Revenue 2015: $675,520Expenses 2015: $43,733Net Income 2015: $631,7872015Revenue 2016: $283,096Expenses 2016: $77,901Net Income 2016: $205,1952016Revenue 2017: $275,662Expenses 2017: $65,167Net Income 2017: $210,4952017Revenue 2018: $131,479Expenses 2018: $103,915Net Income 2018: $27,5642018Revenue 2019: $143,688Expenses 2019: $77,759Net Income 2019: $65,9292019Revenue 2020: $102,774Expenses 2020: $85,442Net Income 2020: $17,3322020Revenue 2021: $500,000Expenses 2021: $95,042Net Income 2021: $404,9582021Revenue 2022: $50,000Expenses 2022: $111,850Net Income 2022: -$61,8502022Revenue 2023: $195,031Expenses 2023: $151,849Net Income 2023: $43,1822023Revenue 2024: $28,877Expenses 2024: $38,028Net Income 2024: -$9,1512024

Highlighted filing

2023

Revenue$195,031
Expenses$151,849
Net Income$43,182
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 7, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian W BakerTrustee-$0--
Keith C BakerTrustee-$0--
Susan Callaway BakerTrustee-$0--
Willis A Baker JrTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGraceworks MinistriesContribution-Frankin, TN, US$25,000
Paid Grant-Contribution-Thompsons Station, TN, US$25,000
Paid Grant-Contribution-Greenville, MS, US$20,000
Paid GrantMercy MultipliedContribution-Nashville, TN, US$15,000
Paid GrantSt Tammany Project ChristmanContribution-Slidell, LA, US$15,000
Paid GrantSavanah SmilesContribution-Slidell, LA, US$10,000
Paid GrantOur Friends ClosetContribution-Slidell, LA, US$6,000
Paid GrantChildrens Wish EndowmentContribution-Slidell, LA, US$5,000
Paid GrantMississippi State FoundationContribution-Mississippi State, MS, US$5,000
Paid GrantSlidell Noon Lions ClubContribution-Slidell, LA, US$1,000
Paid GrantJunior Auxiliary of SlidellContribution-Slidell, LA, US$1,000
Paid GrantFriends Slidell Police FoundationContribution-Slidell, LA, US$1,000
Paid Grant-Contribution-Sldell, LA, US$1,000
Paid Grant-Contribution-Hattiesburg, MS, US$1,000
Filing and Contact Details

Filer

Filer Name
Baker Family Charitable Foundation
EIN
20-1956001
Phone
9859606349
Address
1572 Championship Boulevard, Franklin, TN 37064

Signing Officer

Name
Keith C Baker
Title
Director
Signed
2024-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Integrated CPA Group PC
Address
550 Congressional Boulevard Suite 1, Carmel, IN 46032
Preparer
Chris Picciurro CPA MBA PFS ARA
Phone
8884347791
Raw XML Appendix342 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Keith C Baker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Susan Callaway Baker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Willis A Baker Jr
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Childrens Wish Endowment
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Graceworks Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Mercy Multiplied
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Savanah Smiles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5St Tammany Project Christman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Our Friends Closet
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Junior Auxiliary of Slidell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Mississippi State Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Friends Slidell Police Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Keep Slidell Beautiful
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Extra Table
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Deer Run
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Community Foundation of Washing Cou
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1259
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1356 Cleveland Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 438
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt315328 Old Hickory Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 2103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 4043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 1373
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 1486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 6149
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92112 Sargaent Alfred Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10105 Robert Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113904 Hardy Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt123845 Perkins Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO Box 5910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Slidell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Slidell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Frankin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Nashville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Slidell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Slidell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Slidell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Slidell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Mississippi State
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Slidell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Sldell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Hattiesburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Thompsons Station
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Greenville
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd570459
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1237179
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1338704
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0116715
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0116715
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01937
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016222
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014285
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01937
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0131000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014285
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016222
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01937
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt055949
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Brokerage statement adjustments
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01520
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018082
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Financial advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Keith C Baker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Baker Family Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0201956001
ReturnHeader/Filer/PhoneNum09859606349
ReturnHeader/Filer/USAddress/AddressLine1Txt01572 Championship Boulevard
ReturnHeader/Filer/USAddress/CityNm0Franklin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037064
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383654460
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrated CPA Group PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 Congressional Boulevard Suite 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carmel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046032
ReturnHeader/PreparerPersonGrp/PhoneNum08884347791
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris Picciurro CPA MBA PFS ARA
ReturnHeader/ReturnTs02024-10-07T08:02:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.20$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.05$0.11$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.50$0.10$0.40
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.10$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.14$0.08$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.13$0.10$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.28$0.07$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.28$0.08$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.68$0.04$0.63
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.05$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.03$0.03$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.02