Civic Intelligence

Baer Family Foundation Inc

EIN 20-3991889 • Boca Raton, FL

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462 E Boca Raton RoadBoca Raton, FL 33432
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

74th percentile

22%

Higher net margin than 74% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

49th percentile

2.0%

Faster asset growth than 49% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

75%

Faster revenue growth than 85% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$559,304

Down $3,209 (-0.6%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin74th percentile

Revenue

Down

$28,045

Down $6,316 (-18%) from 2022

Expenses

Down

$31,254

Down $6,309 (-17%) from 2022

Net Income

Down

-$3,209

Down $7 (-0.2%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$600K$400K$200K$0Assets 2011: $491,962Liabilities 2011: $02011Assets 2012: $474,756Liabilities 2012: $02012Assets 2013: $557,932Liabilities 2013: $02013Assets 2014: $556,224Liabilities 2014: $02014Assets 2015: $530,202Liabilities 2015: $3,6522015Assets 2019: $556,408Liabilities 2019: $23,600Net Assets 2019: $532,8082019Assets 2020: $553,948Liabilities 2020: $30,000Net Assets 2020: $523,9482020Assets 2021: $565,715Liabilities 2021: $0Net Assets 2021: $565,7152021Assets 2022: $562,513Liabilities 2022: $0Net Assets 2022: $562,5132022Assets 2023: $559,304Liabilities 2023: $12023

Highlighted filing

2023

Assets$559,304
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $40,229Expenses 2011: $32,533Net Income 2011: $7,6962011Revenue 2012: $15,151Expenses 2012: $32,357Net Income 2012: -$17,2062012Revenue 2013: $114,415Expenses 2013: $31,239Net Income 2013: $83,1762013Revenue 2014: $34,255Expenses 2014: $35,963Net Income 2014: -$1,7082014Revenue 2015: $6,874Expenses 2015: $36,548Net Income 2015: -$29,6742015Revenue 2019: $36,174Expenses 2019: $35,402Net Income 2019: $7722019Revenue 2020: $25,270Expenses 2020: $34,130Net Income 2020: -$8,8602020Revenue 2021: $78,370Expenses 2021: $36,603Net Income 2021: $41,7672021Revenue 2022: $34,361Expenses 2022: $37,563Net Income 2022: -$3,2022022Revenue 2023: $28,045Expenses 2023: $31,254Net Income 2023: -$3,2092023

Highlighted filing

2023

Revenue$28,045
Expenses$31,254
Net Income-$3,209
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$559,304
Liabilities
$1
Net assets
-
Revenue
$28,045
Expenses
$31,254
Net income
-$3,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.59$0.00$0.28$0.31$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.34$0.38$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.00$5.66$0.78$0.37$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.30$5.24$0.25$0.34$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.24$5.33$0.36$0.35$0.01
2015Summary only. Only limited summary data is available for this year.$5.30$0.04$0.07$0.37$0.30
2014Summary only. Only limited summary data is available for this year.$5.56$0.00$0.34$0.36$0.02
2013Summary only. Only limited summary data is available for this year.$5.58$0.00$1.14$0.31$0.83
2012Summary only. Only limited summary data is available for this year.$4.75$0.00$0.15$0.32$0.17
2011Summary only. Only limited summary data is available for this year.$4.92$0.00$0.40$0.33$0.08
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID B BAERPresident-$0--
JUSTIN M BAERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Baer Family Foundation Inc
EIN
20-3991889
Phone
5617024443
Address
462 E BOCA RATON ROAD, BOCA RATON, FL 33432

Signing Officer

Name
David B Baer
Title
President
Phone
5617024443
Signed
2023-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Steven B Walters CPA
Address
200 67th Street, Virginia Beach, VA 23451
Preparer
Steven B Walters
Phone
7574776908
Raw XML Appendix320 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.

Path#Value
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH FEDERATION OF GREATER WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHARLES E SMITH JEWISH DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SHORESH INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHABAD OF ASPEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ASPEN JEWISH CONGREGATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ASPEN MUSIC SCHOOL & FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06101 EXECUTIVE BLVD STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111710 HUNTERS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23723 OLD COURT RD STE 206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3435 W MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt477 MEADOWOOD DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5225 MUSIC SCHOOL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORTH BETHESDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCKVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ASPEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ASPEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ASPEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020852
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120852
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd381611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd481611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd581611
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032500
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/AppliedToCurrentYearAmt011722
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020778
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027117
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015395
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020778
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0QUARTERLY MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02510
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02510
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1175
TaxesSchedule/TaxesDetail/Amt01034
TaxesSchedule/TaxesDetail/Amt1144
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01034
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1144
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B BAER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05617024443
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAER FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BAER
ReturnHeader/Filer/EIN0203991889
ReturnHeader/Filer/PhoneNum05617024443
ReturnHeader/Filer/USAddress/AddressLine1Txt0462 E BOCA RATON ROAD
ReturnHeader/Filer/USAddress/CityNm0BOCA RATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven B Walters CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 67th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Virginia Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023451
ReturnHeader/PreparerPersonGrp/PhoneNum07574776908
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven B Walters
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-12T07:59:08-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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