Civic Intelligence

Baumberger Endowment

990PF • Fiscal year 2020 • EIN 23-7225925

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 15, 2021

Organization Profile
7201 Broadway Suite 300San Antonio, TX 78209-3774

(210) 822-8915

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$4,950

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

$25,463,994

No earlier filing loaded for comparison.

Net Assets

$25,463,994

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin63rd percentile

Revenue

$1,857,787

No earlier filing loaded for comparison.

Expenses

$1,653,947

No earlier filing loaded for comparison.

Net Income

$203,840

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2020: $25,463,994Liabilities 2020: $0Net Assets 2020: $25,463,9942020Assets 2021: $25,884,903Liabilities 2021: $0Net Assets 2021: $25,884,9032021Assets 2022: $25,608,385Liabilities 2022: $0Net Assets 2022: $25,608,3852022Assets 2023: $25,627,000Liabilities 2023: $0Net Assets 2023: $25,627,0002023Assets 2024: $26,441,794Liabilities 2024: $0Net Assets 2024: $26,441,7942024

Highlighted filing

2020

Assets$25,463,994
Liabilities$0
Net Assets$25,463,994
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $1,857,787Expenses 2020: $1,653,947Net Income 2020: $203,8402020Revenue 2021: $2,066,251Expenses 2021: $1,645,342Net Income 2021: $420,9092021Revenue 2022: $1,559,434Expenses 2022: $1,835,952Net Income 2022: -$276,5182022Revenue 2023: $1,694,427Expenses 2023: $1,675,812Net Income 2023: $18,6152023Revenue 2024: $2,511,874Expenses 2024: $1,697,080Net Income 2024: $814,7942024

Highlighted filing

2020

Revenue$1,857,787
Expenses$1,653,947
Net Income$203,840
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD SCHMIDTChairman-$4,950-$4,950
FRANK BURKSecretary-$4,950-$4,950
ALBERT J TIETZE JRTrustee-$4,950-$4,950
NANCY F MAYTrustee-$4,950-$4,950
SAMUAL GONZALESTrustee-$4,950-$4,950
Filing and Contact Details

Filer

Filer Name
Baumberger Endowment
EIN
23-7225925
Phone
2108228915
Address
7201 BROADWAY SUITE 300, SAN ANTONIO, TX 78209-3774

Signing Officer

Name
Ronald Schmidt
Title
Chairman
Signed
2021-10-15
Discuss with paid preparer
No
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1614687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1730717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18718000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19297495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20782585
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21786965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22781942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23787511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24816259
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32776000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33773170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34613237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37225000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3825000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41237000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4299600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt44113000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4528854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4667695
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4740894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4860543
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CONESTOGA SMALL CAP 2,782.268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MFS NEW DISCOVERY VAL 13,148.479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2JOHN HANCOCK FDS DISC 24,714.752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3T ROWE PRICE MID CAP GRW 6,553.564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AVALONBAY COMMUNITIES 283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AMERICAN NEW WORLD 7,484.568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MFS INTL VALUE 23,940.762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ARTISAN INTL SMALL MID ADV 24,829.68
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CALVERT EMERG MKTS EQ 30,153.721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AMERICAN TOWER CORP 207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10BOSTON PROPERTIES INC 970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11EQUITY RESIDENTIAL 814
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PEAR TREE POLARIS 37,174.721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13PUBLIC STORAGE 344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14REALTY INCOME CORP 426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SIMON PPTY GROUP 400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VENTAS INC 432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17WELLTOWER INC 564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GATEWAY FUND 22,868.815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19SPDR GOLD TRUST 3,035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VOYA SECURITIZED 76,876.349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21GUGGENHEIM TOTAL RET 29,261.85
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22JPMORGAN GLOBAL BD FD 77,129.325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23BLACKROCK SYS MULTI 76,501.731
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24EATON VANCE GLOBAL 92,116.833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25DISCOVER BANK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26GOLDMAN SACHS BANK CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27CITIBANK NA CD 100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28MOUNTAIN AMERICA FD CD 100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29GOLDMAN SACHS BANK CD 100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30CITIBANK NA CD 100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31UBS BANK USA CD 100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32HARDING LOEVNER INTL 38,076.546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33CALMOS MKT NEUTRAL 58,558.593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34LAZARD GLOBAL LISTED 41,420.925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35FEDERAL SAVINGS BK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36EAGLEBANK CD 125,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37MORGAN STANLEY PVT CD 225,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38GOLDMAN SACHS BK CD 25,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39CAPITAL ONE BANK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40MORGAN STANLEY BK CD 150,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41FNB KANSAS CD 237,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42BMO HARRIS BK CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43JONESBORO ST BK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44BMO HARRIS BANK NA CD 113,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45CYRUSONE INC 399
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46EQUINIX INC 119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47HEALTHPEAK PROP 1,122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48PROLOGIS INC 676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0218909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1222078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2576348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3741732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt445402
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5658343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61241329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7504539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8671222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt946463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1091694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1148254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12829740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1379440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1426484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1534112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1621185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1736446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18839972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19541323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20741088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21869077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22816028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23772667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24806023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25206425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26103882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27105059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28106442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29108521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30108516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31109213
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt321082135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33813379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34606817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35202035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36129297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37238337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3827098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39216485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40160788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41237193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42100100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43199794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44113079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4529187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4684987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4733918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4867370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,463,994
Liabilities
$0
Net assets
$25,463,994
Revenue
$1,857,787
Expenses
$1,653,947
Net income
$203,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$2.51$1.70$0.81
2023Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$1.69$1.68$0.02
2022Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$1.56$1.84$0.28
2021Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$2.07$1.65$0.42
2020Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$1.86$1.65$0.20