Civic Intelligence

The Bathon Family Foundation

EIN 20-3131050 • Chadds Ford, PA

1000 Hillendale RoadChadds Ford, PA 19317
Siviq Scores

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

Liabilities / Assets

74th percentile

0.02x

Higher debt load relative to assets than 74% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.53x

Higher debt load relative to revenue than 93% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

11th percentile

-104%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$10,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 72.8% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-2.4%

Faster asset growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

54%

Faster revenue growth than 84% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$290,669

Down $7,036 (-2.4%) from 2023

Liabilities

Up

$7,254

Up $7,254 from 2023

Net Assets

Down

$283,415

Down $14,290 (-4.8%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin11th percentile

Revenue

Up

$13,745

Up $4,847 (+54%) from 2023

Expenses

Down

$28,035

Down $1,757 (-5.9%) from 2023

Net Income

Up

-$14,290

Up $6,604 (+32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$600K$400K$200K$0Assets 2010: $403,828Liabilities 2010: $0Net Assets 2010: $403,8282010Assets 2011: $352,955Liabilities 2011: $0Net Assets 2011: $352,9552011Assets 2012: $335,959Liabilities 2012: $0Net Assets 2012: $335,9592012Assets 2013: $317,556Liabilities 2013: $0Net Assets 2013: $317,5562013Assets 2014: $254,016Liabilities 2014: $0Net Assets 2014: $254,0162014Assets 2015: $213,372Liabilities 2015: $02015Assets 2016: $186,470Liabilities 2016: $0Net Assets 2016: $186,4702016Assets 2017: $202,660Liabilities 2017: $0Net Assets 2017: $202,6602017Assets 2018: $470,961Liabilities 2018: $0Net Assets 2018: $470,9612018Assets 2019: $315,309Liabilities 2019: $0Net Assets 2019: $315,3092019Assets 2020: $342,013Liabilities 2020: $0Net Assets 2020: $342,0132020Assets 2021: $337,759Liabilities 2021: $0Net Assets 2021: $337,7592021Assets 2022: $318,432Liabilities 2022: $0Net Assets 2022: $318,4322022Assets 2023: $297,705Liabilities 2023: $0Net Assets 2023: $297,7052023Assets 2024: $290,669Liabilities 2024: $7,254Net Assets 2024: $283,4152024

Highlighted filing

2024

Assets$290,669
Liabilities$7,254
Net Assets$283,415
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$400K$200K$0-$200KExpenses 2010: $55,7012010Expenses 2011: $63,5932011Expenses 2012: $40,2552012Revenue 2013: $11,693Expenses 2013: $30,096Net Income 2013: -$18,4032013Revenue 2014: $4,173Expenses 2014: $67,713Net Income 2014: -$63,5402014Revenue 2015: $7,092Expenses 2015: $47,736Net Income 2015: -$40,6442015Revenue 2016: $16,910Expenses 2016: $43,812Net Income 2016: -$26,9022016Revenue 2017: $34,219Expenses 2017: $18,029Net Income 2017: $16,1902017Revenue 2018: $287,906Expenses 2018: $19,605Net Income 2018: $268,3012018Revenue 2019: $8,254Expenses 2019: $161,619Net Income 2019: -$153,3652019Revenue 2020: $59,391Expenses 2020: $33,827Net Income 2020: $25,5642020Revenue 2021: $20,241Expenses 2021: $24,495Net Income 2021: -$4,2542021Revenue 2022: $151,023Expenses 2022: $172,280Net Income 2022: -$21,2572022Revenue 2023: $8,898Expenses 2023: $29,792Net Income 2023: -$20,8942023Revenue 2024: $13,745Expenses 2024: $28,035Net Income 2024: -$14,2902024

Highlighted filing

2024

Revenue$13,745
Expenses$28,035
Net Income-$14,290
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$290,669
Liabilities
$7,254
Net assets
$283,415
Revenue
$13,745
Expenses
$28,035
Net income
-$14,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.07$2.83$0.14$0.28$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.09$0.30$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$1.51$1.72$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.20$0.24$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.59$0.34$0.26
2019Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.08$1.62$1.53
2018Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$2.88$0.20$2.68
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.34$0.18$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.17$0.44$0.27
2015Summary only. Only limited summary data is available for this year.$2.13$0.00$0.07$0.48$0.41
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.04$0.68$0.64
2013Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.12$0.30$0.18
2012Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.40
2011Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.64
2010Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie BathonVice PresidentPT$10,000-$10,000
Alexandra BathonVice President-$0--
D H BathonVice President-$0--
Daniel H Bathon JrPresident/Secretary-$0--
Grace BathonVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGreater Philadelphia Church of ChristUnrestricted UsePCPhiladelphia, PA, US$7,254
Paid GrantHope for KidsUnrestricted UsePCSchwenkville, PA, US$5,125
Paid GrantOur FoundationUnrestricted UsePCWest Point, NY, US$1,000
Filing and Contact Details

Filer

Filer Name
The Bathon Family Foundation
EIN
20-3131050
Phone
7814546977
Address
1000 Hillendale Road, Chadds Ford, PA 19317

Signing Officer

Name
Daniel Bathon Jr
Title
President
Phone
7814546977
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group LP
Address
1105 North Market Street Suite 700, Wilmington, DE 19801-2537
Preparer
Randi L Jowers CPA MT
Phone
3024424600
Raw XML Appendix379 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/PersonNm0Alexandra Bathon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1D H Bathon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Daniel H Bathon Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Grace Bathon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Julie Bathon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2President/Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01000 Hillendale Road
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41000 Hillendale Road
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Claudia G Cooper
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02 Marlboro Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Lexington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Daniel H Bathon Jr
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Julie Bathon
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Greater Philadelphia Church of Christ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Hope for Kids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Our Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08700 Germantown Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1129 Yerger Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 127
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Credit Card Annual Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1470
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1470
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Brokerage Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1K-1 from Windspeed Ventures III - Deductions
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01821
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Bathon Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07814546977
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Bathon Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BATH
ReturnHeader/Filer/EIN0203131050
ReturnHeader/Filer/PhoneNum07814546977
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 Hillendale Road
ReturnHeader/Filer/USAddress/CityNm0Chadds Ford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019317
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Tilly Advisory Group LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01105 North Market Street Suite 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wilmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0198012537
ReturnHeader/PreparerPersonGrp/PhoneNum03024424600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Randi L Jowers CPA MT
ReturnHeader/ReturnTs02025-05-09T06:52:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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