Civic Intelligence

Bethesda Foundation Inc.

990T • Fiscal year 2021 • EIN 23-7374129

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization ProfileWWW.BETHESDAFOUNDATION.COM
625 Eden Park Drive 7th FloorCincinnati, OH 45202

(513) 865-1616

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2010: $88,703,844Liabilities 2010: $11,209,365Net Assets 2010: $77,494,4792010Assets 2011: $96,054,929Liabilities 2011: $7,899,706Net Assets 2011: $88,155,2232011Assets 2012: $96,248,792Liabilities 2012: $13,235,156Net Assets 2012: $83,013,6362012Assets 2013: $105,778,454Liabilities 2013: $13,395,210Net Assets 2013: $92,383,2442013Assets 2014: $121,368,837Liabilities 2014: $17,104,187Net Assets 2014: $104,264,6502014Assets 2015: $118,133,079Liabilities 2015: $16,629,073Net Assets 2015: $101,504,0062015Assets 2016: $115,598,986Liabilities 2016: $20,279,995Net Assets 2016: $95,318,9912016Assets 2017: $132,758,305Liabilities 2017: $27,918,323Net Assets 2017: $104,839,9822017Assets 2018: $137,020,815Liabilities 2018: $27,081,513Net Assets 2018: $109,939,3022018Assets 2019: $137,250,727Liabilities 2019: $22,167,855Net Assets 2019: $115,082,8722019Assets 2020: $138,775,000Liabilities 2020: $25,423,746Net Assets 2020: $113,351,2542020Assets 2021: $178,888,880Liabilities 2021: $36,081,508Net Assets 2021: $142,807,3722021Assets 2022: $173,394,248Liabilities 2022: $38,933,333Net Assets 2022: $134,460,9152022Assets 2023: $153,306,378Liabilities 2023: $14,184,708Net Assets 2023: $139,121,6702023Assets 2024: $181,758,582Liabilities 2024: $31,165,355Net Assets 2024: $150,593,2272024

Latest loaded filing

2024

Assets$181,758,582
Liabilities$31,165,355
Net Assets$150,593,227
Open 2024 Filing

Operations Trend

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

$60M$40M$20M$0-$20M-$40MExpenses 2010: $4,278,6132010Expenses 2011: $10,156,6032011Expenses 2012: $4,665,5722012Expenses 2013: $5,326,1212013Revenue 2014: $19,635,918Expenses 2014: $6,788,352Net Income 2014: $12,847,5662014Revenue 2015: $7,181,159Expenses 2015: $7,151,391Net Income 2015: $29,7682015Revenue 2016: -$500,852Expenses 2016: $7,616,348Net Income 2016: -$8,117,2002016Revenue 2017: $24,185,856Expenses 2017: $7,963,098Net Income 2017: $16,222,7582017Revenue 2018: $23,358,395Expenses 2018: $13,074,326Net Income 2018: $10,284,0692018Revenue 2019: $7,684,097Expenses 2019: $5,869,909Net Income 2019: $1,814,1882019Revenue 2020: $5,905,692Expenses 2020: $7,141,037Net Income 2020: -$1,235,3452020Revenue 2021: $46,708,654Expenses 2021: $10,760,938Net Income 2021: $35,947,7162021Revenue 2022: $6,801,197Expenses 2022: $6,420,061Net Income 2022: $381,1362022Revenue 2023: $3,332,917Expenses 2023: $25,223,548Net Income 2023: -$21,890,6312023Revenue 2024: $35,556,922Expenses 2024: $8,807,419Net Income 2024: $26,749,5032024

Latest loaded filing

2024

Revenue$35,556,922
Expenses$8,807,419
Net Income$26,749,503
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
Bethesda Foundation Inc
EIN
23-7374129
Phone
5138651616
Address
625 EDEN PARK DRIVE 7TH FLOOR, CINCINNATI, OH 45202

Signing Officer

Name
Michael Crofton
Title
VP Finance
Phone
5138651616
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
111 MONUMENT CIRCLE SUITE 4200, INDIANAPOLIS, IN 46204-5108
Preparer
Shawna M Jansons
Phone
3174648600
Raw XML Appendix59 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0MICHAEL CROFTON - VP FINANCE
IRS990T/BooksInCareOfDetail/PhoneNum05135696577
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0625 EDEN PARK DRIVE 7TH FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd045202
IRS990T/BookValueAssetsEOYAmt0178888880
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/ParentCorporationEIN0311108895
IRS990T/ParentCorporationName/BusinessNameLine1Txt0BETHESDA INC
IRS990T/PrntCorporationNameControlTxt0BETH
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd01
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL CROFTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum05138651616
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETHESDA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0237374129
ReturnHeader/Filer/PhoneNum05138651616
ReturnHeader/Filer/USAddress/AddressLine1Txt0625 EDEN PARK DRIVE 7TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE SUITE 4200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462045108
ReturnHeader/PreparerPersonGrp/PhoneNum03174648600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWNA M JANSONS
ReturnHeader/ReturnTs02022-05-13T18:21:11-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CROFTON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$182$31.2$151$35.6$8.81$26.7
2023Detailed filing. Detailed filing data is available for this year.$153$14.2$139$3.33$25.2$21.9
2022Detailed filing. Detailed filing data is available for this year.$173$38.9$134$6.80$6.42$0.38
2021Detailed filing. Detailed filing data is available for this year.$179$36.1$143$46.7$10.8$35.9
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$139$25.4$113$5.91$7.14$1.24
2019Detailed filing. Detailed filing data is available for this year.$137$22.2$115$7.68$5.87$1.81
2018Detailed filing. Detailed filing data is available for this year.$137$27.1$110$23.4$13.1$10.3
2017Detailed filing. Detailed filing data is available for this year.$133$27.9$105$24.2$7.96$16.2
2016Detailed filing. Detailed filing data is available for this year.$116$20.3$95.3$0.50$7.62$8.12
2015Detailed filing. Detailed filing data is available for this year.$118$16.6$102$7.18$7.15$0.03
2014Detailed filing. Detailed filing data is available for this year.$121$17.1$104$19.6$6.79$12.8
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$13.4$92.4$5.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.2$13.2$83.0$4.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.1$7.90$88.2$10.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.7$11.2$77.5$4.28