Civic Intelligence

Harold Baxter Foundation Inc.

990PF • Fiscal year 2022 • EIN 23-1628244

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 30, 2023

Organization Profile
693 Timber LaneDevon, PA 19333-1248

(610) 687-7764

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

14th percentile

-47%

Higher net margin than 14% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

35th percentile

-6.9%

Faster asset growth than 35% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

1155%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$174,561

Down $12,919 (-6.9%) from 2021

Net Assets

Down

$173,311

Down $14,169 (-7.6%) from 2021

Liabilities

Up

$1,250

Up $1,250 from 2021

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin14th percentile

Revenue

Up

$30,205

Up $27,798 (+1155%) from 2021

Expenses

Down

$44,375

Down $8,156 (-16%) from 2021

Net Income

Up

-$14,170

Up $35,954 (+72%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$400K$300K$200K$100K$0Assets 2011: $197,165Liabilities 2011: $12011Assets 2012: $175,394Liabilities 2012: $12012Assets 2013: $176,315Liabilities 2013: $0Net Assets 2013: $176,3152013Assets 2014: $168,619Liabilities 2014: $0Net Assets 2014: $168,6192014Assets 2015: $169,181Liabilities 2015: $0Net Assets 2015: $169,1812015Assets 2016: $157,817Liabilities 2016: $1,750Net Assets 2016: $156,0672016Assets 2017: $143,045Liabilities 2017: $502Net Assets 2017: $142,5432017Assets 2018: $353,939Liabilities 2018: $0Net Assets 2018: $353,9392018Assets 2019: $290,834Liabilities 2019: $1,200Net Assets 2019: $289,6342019Assets 2020: $238,604Liabilities 2020: $1,000Net Assets 2020: $237,6042020Assets 2021: $187,480Liabilities 2021: $0Net Assets 2021: $187,4802021Assets 2022: $174,561Liabilities 2022: $1,250Net Assets 2022: $173,3112022Assets 2023: $143,419Liabilities 2023: $1,250Net Assets 2023: $142,1692023Assets 2024: $145,156Liabilities 2024: $1,250Net Assets 2024: $143,9062024

Highlighted filing

2022

Assets$174,561
Liabilities$1,250
Net Assets$173,311
Open 2022 Filing

Operations Trend

Revenue Growth98th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $13,650Expenses 2011: $20,424Net Income 2011: -$6,7742011Revenue 2012: $6,424Expenses 2012: $28,745Net Income 2012: -$22,3212012Revenue 2013: $24,728Expenses 2013: $23,807Net Income 2013: $9212013Revenue 2014: $15,171Expenses 2014: $22,068Net Income 2014: -$6,8972014Revenue 2015: $25,194Expenses 2015: $24,632Net Income 2015: $5622015Revenue 2016: $9,807Expenses 2016: $22,921Net Income 2016: -$13,1142016Revenue 2017: $18,863Expenses 2017: $31,594Net Income 2017: -$12,7312017Revenue 2018: $242,019Expenses 2018: $30,623Net Income 2018: $211,3962018Revenue 2019: $33,618Expenses 2019: $97,923Net Income 2019: -$64,3052019Revenue 2020: $4,828Expenses 2020: $58,330Net Income 2020: -$53,5022020Revenue 2021: $2,407Expenses 2021: $52,531Net Income 2021: -$50,1242021Revenue 2022: $30,205Expenses 2022: $44,375Net Income 2022: -$14,1702022Revenue 2023: $32,923Expenses 2023: $53,887Net Income 2023: -$20,9642023Revenue 2024: $59,281Expenses 2024: $57,026Net Income 2024: $2,2552024

Highlighted filing

2022

Revenue$30,205
Expenses$44,375
Net Income-$14,170
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 30, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL B WHEELERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Harold Baxter Foundation
EIN
23-1628244
Phone
6106877764
Address
693 TIMBER LANE, DEVON, PA 19333-1248

Signing Officer

Name
Samuel B Wheeler
Title
President
Phone
6106877764
Signed
2023-08-30

Preparer

Firm
Rrc Accounting Services LLC
Address
290 KING OF PRUSSIA RD BLDG 2 ST, RADNOR, PA 19087
Preparer
Judith S Morgan
Phone
4842546800
Raw XML Appendix330 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3(600) MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4(300) PNC FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5(200) ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6(100) MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7(1000) ALTRIA GROUP, INC.
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SAMUEL B WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0694 TIMBER LANE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02118 MASSACHUSETTS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt120 N AMERICAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21201 CONSTITUTION AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3336 KING OF PRUSSIA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4763 S VALLEY FORGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51050 MONTICELLO LOOP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6762 MARTIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7100 N 20TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt820 N AMERICAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0THE NAVY YARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4VILLANOVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PHILADLEPHIA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd522902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd619146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd719103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd819106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt038050
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/AppliedToCurrentYearAmt014704
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014704
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt031544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt077738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07407
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07407
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0164271
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026493
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031544
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022192
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt077738
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06304
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041197
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026493
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0171678
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0145185
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01945
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES-STIFEL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0972
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0973
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL B WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06106877764
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD BAXTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0231628244
ReturnHeader/Filer/PhoneNum06106877764
ReturnHeader/Filer/USAddress/AddressLine1Txt0693 TIMBER LANE
ReturnHeader/Filer/USAddress/CityNm0DEVON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0193331248
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870814846
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RRC ACCOUNTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0290 KING OF PRUSSIA RD BLDG 2 ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RADNOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum04842546800
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDITH S MORGAN
ReturnHeader/ReturnTs02023-09-15T10:13:18-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMUEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHEELER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,561
Liabilities
$1,250
Net assets
$173,311
Revenue
$30,205
Expenses
$44,375
Net income
-$14,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.01$1.44$0.59$0.57$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.01$1.42$0.33$0.54$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.01$1.73$0.30$0.44$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.02$0.53$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.01$2.38$0.05$0.58$0.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.01$2.90$0.34$0.98$0.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.00$3.54$2.42$0.31$2.11
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.43$0.19$0.32$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.02$1.56$0.10$0.23$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.25$0.25$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.15$0.22$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.25$0.24$0.01
2012Summary only. Only limited summary data is available for this year.$1.75$0.00$0.06$0.29$0.22
2011Summary only. Only limited summary data is available for this year.$1.97$0.00$0.14$0.20$0.07