Civic Intelligence

Baumberger Endowment

990PF • Fiscal year 2024 • EIN 23-7225925

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 04, 2025

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.

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

79th percentile

32%

Higher net margin than 79% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$4,275

Higher top officer pay than 19% of similar nonprofits.

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

42nd percentile

3.2%

Faster asset growth than 42% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

48%

Faster revenue growth than 81% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$26,441,794

Up $814,794 (+3.2%) from 2023

Net Assets

Up

$26,441,794

Up $814,794 (+3.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin79th percentile

Revenue

Up

$2,511,874

Up $817,447 (+48%) from 2023

Expenses

Up

$1,697,080

Up $21,268 (+1.3%) from 2023

Net Income

Up

$814,794

Up $796,179 (+4277%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2024

Assets$26,441,794
Liabilities$0
Net Assets$26,441,794
Open 2024 Filing

Operations Trend

Revenue Growth81st 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

2024

Revenue$2,511,874
Expenses$1,697,080
Net Income$814,794
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY F MAYChairman-$4,275-$4,275
FRANK BURKSecretary-$4,275-$4,275
ALBERT J TIETZE JRTrustee-$4,275-$4,275
RONALD SCHMIDTChairman-$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
Nancy May
Title
Chairman
Phone
2108228915
Signed
2025-09-04
Discuss with paid preparer
No
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm282465 shares of CHARLES SCHWAB CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29252 shares of COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30569 shares of DIAMONDBACK ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311595 shares of INTERCONTINENTAL EXCHANGE GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32356 shares of INTUIT COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33425 shares of META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm342275 shares of NVIDIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351480 shares of PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36902 shares of UNION PACIFIC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37419 shares of UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm381380 shares of WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391205 shares of WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40350 shares of LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41784 shares of SALESFORCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42144 shares of ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43447 shares of GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44833 shares of LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45295 shares of NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46434 shares of SP GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47975 shares of THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48480 shares of ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4918301 shares of AMBEV SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5086 shares of ASML HOLDINGS NV NY REG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm513076 shares of ATLAS COPCO AB SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521063 shares of BANK OF NOVA SCOTIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm531916 shares of COMPASS GROUP PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm542343 shares of ERSTE GROUP BANK AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55270 shares of ICON PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm561510 shares of KONE OYJ UNSPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57334 shares of LYMH MOET HENNESSY LOUIS VUITTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58368 shares of NESTLE SA SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59417 shares of NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60626 shares of NOVO-NORDISK A/S SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61665 shares of NXP SEMICONDUCTORS NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621375 shares of ROCHE HOLDINGS LTD SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631209 shares of SAFRAN SA USPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64542 shares of SHELL PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm652560 shares of SKF AB SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66441 shares of TAIWAN SEMICONDUCTOR MFG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67754 shares of UNILIVER PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6860 shares of BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm694200 shares of CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70695 shares of AON PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71375 shares of DIAGEO PLC-SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm722075 shares of SCHLUMBERGER LIMITED
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt02294988
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt02222542
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt02341138
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt02286566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt066966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1362690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt253728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt326767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt434927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6113000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7199797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9199373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10854358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1120378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1226751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13854823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14624123
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15237000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1699919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18786459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19171614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20403087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21191153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22585283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23416235
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24357133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25480000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt261018675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2727082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2833709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2919762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3050405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3154857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3214834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt336062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3414309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3524219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3661937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37585819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38645165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39690387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43817022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt44400445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN TOWER CORP 417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SPDR GOLD TRUST 3,430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EQUINIX INC 100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3HOST HOTELS AND RESORTS 1672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4INVITATION HOMES INC 1078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5JONESBORO ST BK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BMO HARRIS BANK NA CD 113,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SALLIE MAE BK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8UBS BK CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FNB AMERICA BK CD 200,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10HARDING LOEVNER INTERNATIONAL 41,171.525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11REALTY INCOME CORP 508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SBA COMMUNICATIONS CORP 103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13CALAMOS MARKET NEUTRAL 64,325.465
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14GUGGENHEIM TOTAL RETURN 23,322.503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15FNB KANSAS CD 237,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16BMO HARRIS BK CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17JP MORGAN CHASE BK CD 100,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18JPMORGAN GLOBAL BD OPPOR 77,559.908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19CONESTOGA SMALL CAP 3,049.747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20JOHN HANCOCK DIS VALUE 24,944.929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21MFS NEW DISCOVERY VALUE 12,267.274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22T ROWE PRICE MID CAP 6,748.961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23AMERICAN NEW WORLD 7,768.593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24ARTISAN INTL SMALL MID 28,778.933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25INVESCO DEVELOP MKTS 13,574.66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26MFS INTERNL INTRINSIC 29,039.975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ALEXANDRIA REAL ESTATE 159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28AVALONBAY COMMUNITIES 180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29EQUITY RESIDENTIAL 326
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30HEALTHPEAK PROPERTIES 1674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31PROLOGIS INC 599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32PUBLIC STORAGE 290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33SIMON PPTY GROUP 231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34VENTAS INC 432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35WELLTOWER INC 479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36WP CAREY INC 729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37GATEWAY FUND 18,892.048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38VICTORY MARKET NEUTRAL 72,140.788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39LAZARD GLOBAL 47,285.347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40ROGUE CU CD 200000 5.05
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41BURKE HERBERT 150000 4.65
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42BANKERS BANK OK 150000 4.65
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43JOHN HANCOCK DIVERSIFIED MACRO 82,942.942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44SPDR PORT LONG-TERM TREAS 13,865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt076482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1830506
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt294289
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt329293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt434464
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5187763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6112311
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7190819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt895156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9186415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101009114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1127132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1220991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13960379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14546913
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15231444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1696597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17100040

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$26,441,794
Liabilities
$0
Net assets
$26,441,794
Revenue
$2,511,874
Expenses
$1,697,080
Net income
$814,794
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