Civic Intelligence

William Bass Charitable Foundation

EIN 23-2339056 • Philadelphia, PA

2929 Walnut Street 3711Philadelphia, PA 19104
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

16th percentile

-54%

Higher net margin than 16% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2018

Asset Growth

49th percentile

-2.4%

Faster asset growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$247,665

Up $3,615 (+1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$247,665

Up $3,615 (+1.5%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin16th percentile

Revenue

Up

$22,043

Up $8,746 (+66%) from 2023

Expenses

Down

$17,999

Down $2,506 (-12%) from 2023

Net Income

Up

$4,044

Up $11,252 (+156%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$600K$400K$200K$0Assets 2011: $464,627Liabilities 2011: $02011Assets 2012: $449,066Liabilities 2012: $02012Assets 2013: $453,945Liabilities 2013: $0Net Assets 2013: $453,9452013Assets 2014: $431,376Liabilities 2014: $0Net Assets 2014: $431,3762014Assets 2015: $388,035Liabilities 2015: $0Net Assets 2015: $388,0352015Assets 2016: $310,654Liabilities 2016: $0Net Assets 2016: $310,6542016Assets 2017: $281,191Liabilities 2017: $0Net Assets 2017: $281,1912017Assets 2018: $273,928Liabilities 2018: $0Net Assets 2018: $273,9282018Assets 2019: $242,436Liabilities 2019: $0Net Assets 2019: $242,4362019Assets 2020: $238,898Liabilities 2020: $0Net Assets 2020: $238,8982020Assets 2021: $264,183Liabilities 2021: $0Net Assets 2021: $264,1832021Assets 2022: $249,994Liabilities 2022: $0Net Assets 2022: $249,9942022Assets 2023: $244,050Liabilities 2023: $0Net Assets 2023: $244,0502023Assets 2024: $247,665Liabilities 2024: $0Net Assets 2024: $247,6652024

Highlighted filing

2024

Assets$247,665
Liabilities$0
Net Assets$247,665
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $77,548Expenses 2011: $50,108Net Income 2011: $27,4402011Revenue 2012: $26,266Expenses 2012: $41,827Net Income 2012: -$15,5612012Revenue 2013: $42,842Expenses 2013: $37,963Net Income 2013: $4,8792013Revenue 2014: $29,552Expenses 2014: $52,121Net Income 2014: -$22,5692014Revenue 2015: $1,944Expenses 2015: $45,285Net Income 2015: -$43,3412015Revenue 2016: -$40,034Expenses 2016: $36,136Net Income 2016: -$76,1702016Revenue 2017: $7,459Expenses 2017: $37,223Net Income 2017: -$29,7642017Revenue 2018: $17,886Expenses 2018: $25,114Net Income 2018: -$7,2282018Revenue 2019: -$11,421Expenses 2019: $21,645Net Income 2019: -$33,0662019Revenue 2020: $11,605Expenses 2020: $11,566Net Income 2020: $392020Revenue 2021: $37,624Expenses 2021: $14,277Net Income 2021: $23,3472021Revenue 2022: $11,424Expenses 2022: $24,028Net Income 2022: -$12,6042022Revenue 2023: $13,297Expenses 2023: $20,505Net Income 2023: -$7,2082023Revenue 2024: $22,043Expenses 2024: $17,999Net Income 2024: $4,0442024

Highlighted filing

2024

Revenue$22,043
Expenses$17,999
Net Income$4,044
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$247,665
Liabilities
$0
Net assets
$247,665
Revenue
$22,043
Expenses
$17,999
Net income
$4,044
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.22$0.18$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.13$0.21$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.11$0.24$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.38$0.14$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.12$0.12$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.11$0.22$0.33
2018Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.18$0.25$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.07$0.37$0.30
2016Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.40$0.36$0.76
2015Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.02$0.45$0.43
2014Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.30$0.52$0.23
2013Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.43$0.38$0.05
2012Summary only. Only limited summary data is available for this year.$4.49$0.00$0.26$0.42$0.16
2011Summary only. Only limited summary data is available for this year.$4.65$0.00$0.78$0.50$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT BASSPresident-$0--
JONATHAN BASSOfficer-$0--
DIANE BASSOfficer-$0--
Filing and Contact Details

Filer

Filer Name
William Bass Charitable Foundation
EIN
23-2339056
Phone
2156652750
Address
2929 WALNUT STREET 3711, PHILADELPHIA, PA 19104

Signing Officer

Name
Robert S Bass
Title
President
Phone
2156652750
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
601 ROUTE 73 NORTH SUITE 400, MARLTON, NJ 08053
Preparer
Christi Gallagher
Phone
8568301600
Raw XML Appendix373 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CONGREGATION RODEPH SHALOM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TUFTS UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PHILADELPHIA MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THOMAS JEFFERSON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7THE WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0615 N BROAD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12025 BENJAMIN FRANKLIN PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt280 GEORGE STREET NO 100-3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt419 E CENTRAL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52600 BENJAMIN FRANKLIN PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6130 SOUTH 9TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7101 SOUTH INDEPENDENCE MALL EAST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PHILADELPHIA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd519130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd619107
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014360
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011417
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011417
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05420
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0814
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05490
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05490
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018871
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07275
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05420
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0814
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0687
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016092
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04675
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024361
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019686
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0429
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMNET FOR NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS ADVISORY ACCOUNT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0175
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT S BASS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02156652750
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM BASS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT BASS
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0232339056
ReturnHeader/Filer/PhoneNum02156652750
ReturnHeader/Filer/USAddress/AddressLine1Txt02929 WALNUT STREET 3711
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 ROUTE 73 NORTH SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARLTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008053
ReturnHeader/PreparerPersonGrp/PhoneNum08568301600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTI GALLAGHER
ReturnHeader/ReturnTs02025-05-12T12:02:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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