Civic Intelligence

Baumberger Endowment

990PF • Fiscal year 2021 • EIN 23-7225925

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 28, 2022

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.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

60th percentile

20%

Higher net margin than 60% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$4,275

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

26th percentile

1.7%

Faster asset growth than 26% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

11%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$25,884,903

Up $420,909 (+1.7%) from 2020

Net Assets

Up

$25,884,903

Up $420,909 (+1.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin60th percentile

Revenue

Up

$2,066,251

Up $208,464 (+11%) from 2020

Expenses

Down

$1,645,342

Down $8,605 (-0.5%) from 2020

Net Income

Up

$420,909

Up $217,069 (+106%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

2021

Assets$25,884,903
Liabilities$0
Net Assets$25,884,903
Open 2021 Filing

Operations Trend

Revenue Growth48th percentile

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

2021

Revenue$2,066,251
Expenses$1,645,342
Net Income$420,909
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 28, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD SCHMIDTChairman-$4,275-$4,275
FRANK BURKSecretary-$4,275-$4,275
ALBERT J TIETZE JRTrustee-$4,275-$4,275
NANCY F MAYTrustee-$4,275-$4,275
SAMUAL GONZALESTrustee-$4,275-$4,275
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 S Schmidt
Title
Chairman
Phone
2108228915
Signed
2022-10-28
Discuss with paid preparer
No
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21225000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2225000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25237000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2699678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28113000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29199500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31198486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32154408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33402266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34173798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35548061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36302788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37788257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38940793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39600000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4020182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4161573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4216046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4321888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4426751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt456639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4628938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt47865115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt48855000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt49823170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50693839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51855406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52600057
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt53933118
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt54786282
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN TOWER CORP 409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMERICAN NEW WORLD 7,464.116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CALVERT EMERG MKTS EQ 27,793.839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BOSTON PROPERTIES INC 541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VENTAS INC 432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GATEWAY FUND 21,752.744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SPDR GOLD TRUST 3,430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AVALONBAY COMMUNITIES 189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DISCOVER BANK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9GOLDMAN SACHS BANK CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CITIBANK NA CD 100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11MOUNTAIN AMERICA FD CD 100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12GOLDMAN SACHS BANK CD 100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13CITIBANK NA CD 100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14UBS BANK USA CD 100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15EQUINIX INC 127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16EQUITY RESIDENTIAL 318
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17HOST HOTELS AND RESORTS 1672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18INVITATION HOMES INC 1078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ORION OFFICE REIT INC 50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20HEALTHPEAK PROP 1,244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21EAGLEBANK CD 125,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22MORGAN STANLEY PVT CD 225,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23GOLDMAN SACHS BK CD 25,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24CAPITAL ONE BANK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25MORGAN STANLEY BK CD 150,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26FNB KANSAS CD 237,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27BMO HARRIS BK CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28JONESBORO ST BK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29BMO HARRIS BANK NA CD 113,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30SALLIE MAE BK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31UBS BK CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32FNB AMERICA BK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33CONESTOGA SMALL CAP FUND 2,751.665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34JOHN HANCOCK FDS-DISC VALUE 25,802.129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35MFS NEW DISCOVERY 11,371.28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36T ROWE PRICE MID CAP 6,295.837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37ARTISAN INTERNATIONAL 25,536.371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38HARDING LOEVNER INTERNATIONAL 38,496.622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39MFS INTERNATIONAL INTRINSIC 25,593.49
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40PEAR TREE POLARIS 37,174.721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41AMERICAN CAMPUS COMMUNITIES 490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42PROLOGIS INC 674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43PUBLIC STORAGE 334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44REALTY INCOME CORP 508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45SBA COMMUNICATIONS CORP 103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46SIMON PPTY GROUP 253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47WELLTOWER INC 538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48BLACKROCK SYSTEMATIC MULTI 84,152.581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49BNY MELLON GLOBAL 49,700.27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50CALAMOS MARKET NEUTRAL 62,091.655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51LAZARD GLOBAL LISTED 47,287.397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52GUGGENHEIM TOTAL RETURN 31,607.507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53VANGUARD ULTRA-SHORT TERM 29,801.688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54VOYA SECURITIZED CREDIT 92,788.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55JPMORGAN GLOBAL BOND 77,541.454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0119633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1642063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2568384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt362312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt422084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5884684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6586393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt747740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8202008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9101435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10101870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11103188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12104659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13104674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14105157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15107422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1628779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1729076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1848877
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2044896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21126060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22231552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2326166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24209098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25155673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26232704
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2797575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28192939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29111463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30198708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3198681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32192885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33239120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34714203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35233362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36739194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37524006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt381157593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt391362853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40889591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4128072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42113475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43125103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4436368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4540069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4640422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4746144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt48879394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49866773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50901571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51780242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52902710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53597822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54903762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt55810308
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

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,884,903
Liabilities
$0
Net assets
$25,884,903
Revenue
$2,066,251
Expenses
$1,645,342
Net income
$420,909
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