Civic Intelligence

Baumberger Endowment

990PF • Fiscal year 2022 • EIN 23-7225925

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 20, 2023

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.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

20th percentile

$4,275

Higher top officer pay than 20% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

47th percentile

-1.1%

Faster asset growth than 47% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$25,608,385

Down $276,518 (-1.1%) from 2021

Net Assets

Down

$25,608,385

Down $276,518 (-1.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin17th percentile

Revenue

Down

$1,559,434

Down $506,817 (-25%) from 2021

Expenses

Up

$1,835,952

Up $190,610 (+12%) from 2021

Net Income

Down

-$276,518

Down $697,427 (-166%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2022

Assets$25,608,385
Liabilities$0
Net Assets$25,608,385
Open 2022 Filing

Operations Trend

Revenue Growth21st 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

2022

Revenue$1,559,434
Expenses$1,835,952
Net Income-$276,518
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 20, 2023
Return Version
2022v5.0
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
2023-09-20
Discuss with paid preparer
No
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26786459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27181825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28428952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29186705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30562574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31393031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32352796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33480000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt341065786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35650000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3624430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3731762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3816930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3940933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4054857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4114834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt426062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4314687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4424843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4562459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46865902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt47680622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt48858167
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt49754188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN TOWER CORP 409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SPDR GOLD TRUST 3,430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EQUINIX INC 127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3HOST HOTELS AND RESORTS 1672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4INVITATION HOMES INC 1078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MORGAN STANLEY PVT CD 225,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GOLDMAN SACHS BK CD 25,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CAPITAL ONE BANK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8MORGAN STANLEY BK CD 150,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9JONESBORO ST BK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10BMO HARRIS BANK NA CD 113,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11SALLIE MAE BK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12UBS BK CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FNB AMERICA BK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14HARDING LOEVNER INTERNATIONAL 38,496.622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15REALTY INCOME CORP 508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16SBA COMMUNICATIONS CORP 103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17CALAMOS MARKET NEUTRAL 62,091.655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GUGGENHEIM TOTAL RETURN 31,607.507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19MOUNTAIN AMERICA 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20GOLDMAN SACHS CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21CITIBANK NA CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22FNB KANSAS CD 237,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23BMO HARROI BK CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24UBS BK CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25JP MORGAN CHASE BK CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26JPMORGAN GLOBAL BD OPPOR 77,559.908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27CONESTOGA SMALL CAP 3,167.089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28JOHN HANCOCK DIS VALUE 26,913.555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29MFS NEW DISCOVERY VALUE 12,044.12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30T ROWE PRICE MID CAP 6,451.641
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31AMERICAN NEW WORLD 7,464.116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32ARTISAN INTL SMALL MID 28,537.944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33INVESCO DEVELOP MKTS 13,574.66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34MFS INTERNL INTRINSIC 29,036.83
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35PEAR TREE POLARIS 39,562.496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36ALEXANDRIA REAL ESTATE 137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37AVALONBAY COMMUNITIES 169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38EQUITY RESIDENTIAL 278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39HEALTHPEAK PROPERTIES 1157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40PROLOGIS INC 599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41PUBLIC STORAGE 290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42SIMON PPTY GROUP 231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43VENTAS INC 432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44WELLTOWER INC 479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45WP CAREY INC 729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46BLACKROCK SYSTEMATIC 84,231.317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47GATEWAY FUND 21,752.744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48VICTORY MARKET NEUTRAL 95,781.45
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49LAZARD GLOBAL 51,433.383
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt086651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1581865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt283189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt326836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt431952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5224186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt624398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7194608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8144963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9171542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10103519
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11177010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1299096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13170370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14901591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1532222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1628872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17854381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18733294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1999734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2099243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2199125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22213101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2388754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2487915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2598556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26734492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27190564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28657229
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29204871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30573551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31495841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32446904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33474027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt341037776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35773051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3619957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3727297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3816402
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3929006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4067525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4181255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4227138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4319462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4431398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4556971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46813675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47773093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt48798817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49730354
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$25,608,385
Liabilities
$0
Net assets
$25,608,385
Revenue
$1,559,434
Expenses
$1,835,952
Net income
-$276,518
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