Civic Intelligence

Biltmore Foundation Inc.

990EZ • Fiscal year 2014 • EIN 26-1373027

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

30050 Chagrin BlvdPepper Pike, OH 44124

(216) 292-5555

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

98th percentile

957%

Faster asset growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Assets

Up

$37,905

Up $34,320 (+957%) from 2013

Net Assets

Up

$37,905

Up $34,320 (+957%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$90,000

Up $90,000 from 2013

Expenses

Up

$55,680

Up $54,680 (+5468%) from 2013

Net Income

Up

$34,320

Up $35,320 (+3532%) from 2013

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $4,585Net Assets 2011: $4,5852011Assets 2012: $4,585Net Assets 2012: $4,5852012Assets 2013: $3,585Net Assets 2013: $3,5852013Assets 2014: $37,905Net Assets 2014: $37,9052014Assets 2015: $5,355Net Assets 2015: $5,3552015Assets 2016: $4,035Net Assets 2016: $4,0352016Assets 2017: $2,868Net Assets 2017: $2,8682017Assets 2018: $1,382Net Assets 2018: $1,3822018Assets 2019: $446Net Assets 2019: $4462019Assets 2020: $156Liabilities 2020: $0Net Assets 2020: $1562020Assets 2021: $146Net Assets 2021: $1462021Assets 2022: $4,005Net Assets 2022: $4,0052022Assets 2023: $1,812Net Assets 2023: $1,8122023Assets 2024: $694Net Assets 2024: $6942024

Highlighted filing

2014

Assets$37,905
Liabilities-
Net Assets$37,905

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $30,000Expenses 2011: $26,115Net Income 2011: $3,8852011Revenue 2012: $25,000Expenses 2012: $25,000Net Income 2012: $02012Revenue 2013: $0Expenses 2013: $1,000Net Income 2013: -$1,0002013Revenue 2014: $90,000Expenses 2014: $55,680Net Income 2014: $34,3202014Revenue 2015: $30,000Expenses 2015: $62,550Net Income 2015: -$32,5502015Revenue 2016: $35,000Expenses 2016: $36,320Net Income 2016: -$1,3202016Revenue 2017: $25,000Expenses 2017: $26,167Net Income 2017: -$1,1672017Revenue 2018: $0Expenses 2018: $1,486Net Income 2018: -$1,4862018Revenue 2019: $0Expenses 2019: $936Net Income 2019: -$9362019Revenue 2020: $1,000Expenses 2020: $1,290Net Income 2020: -$2902020Revenue 2021: $1,000Expenses 2021: $1,010Net Income 2021: -$102021Revenue 2022: $5,000Expenses 2022: $1,141Net Income 2022: $3,8592022Revenue 2023: $0Expenses 2023: $2,193Net Income 2023: -$2,1932023Revenue 2024: $0Expenses 2024: $1,118Net Income 2024: -$1,1182024

Highlighted filing

2014

Revenue$90,000
Expenses$55,680
Net Income$34,320
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Gross Receipts
$90,000
Mission and Program Overview

Mission

Provide funding for medical research and care.

Program Services

DescriptionGrantsExpenses
RAISING MONEY AND DISTRIBUTING IT TO CHARITABLE MEDICAL ORGANIZATIONS.$1$55,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM KAUFMANVice President-$0--
R CHAD BRENNERPresident-$0--
MACKENZIE M NICHOLSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Biltmore Foundation Inc
EIN
26-1373027
Phone
2162925555
Address
30050 CHAGRIN BLVD, PEPPER PIKE, OH 44124

Signing Officer

Name
R Chad Brenner
Title
President
Signed
2015-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Foerster & Baschko
Address
8225 BRECKSVILLE RD STE 3, BRECKSVILLE, OH 44141-1362
Preparer
Michael D Mcphillips
Phone
2162925555
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: HEALTHNETWORK FOUNDATION, INC | Donee's Address: 33 RIVER STREET CHAGRIN FALLS, OH 44022 | Relationship of Donee: NONE | Cash Amount Given: $30000

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: UNIVERSITY HOSITALS | Donee's Address: 11100 EUCLID AVENUE CLEVELAND, OH 44106 | Relationship of Donee: NONE | Cash Amount Given: $25000

Other Expenses.1

BANK FEES $28

Raw XML Appendix130 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0R CHAD BRENNER
IRS990EZ/BooksInCareOfDetail/PhoneNum02162925555
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030050 CHAGRIN BLVD SUITE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEPPER PIKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0441245704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03585
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037905
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt090000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt034320
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0652
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03585
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037905
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt055000
IRS990EZ/GrossReceiptsAmt090000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03585
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037905
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03585
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037905
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM KAUFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1R CHAD BRENNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MACKENZIE M NICHOLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FUNDING FOR MEDICAL RESEARCH AND CARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISING MONEY AND DISTRIBUTING IT TO CHARITABLE MEDICAL ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055680
IRS990EZ/TotalProgramServiceExpensesAmt01
IRS990EZ/TotalRevenueAmt090000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt055000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0111000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0111000
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt055000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0111000
IRS990ScheduleA/TotalSupportAmt0111000
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: HEALTHNETWORK FOUNDATION, INC | Donee's Address: 33 RIVER STREET CHAGRIN FALLS, OH 44022 | Relationship of Donee: NONE | Cash Amount Given: $30000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: UNIVERSITY HOSITALS | Donee's Address: 11100 EUCLID AVENUE CLEVELAND, OH 44106 | Relationship of Donee: NONE | Cash Amount Given: $25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES $28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R CHAD BRENNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILTMORE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BILT
ReturnHeader/Filer/EIN0261373027
ReturnHeader/Filer/PhoneNum02162925555
ReturnHeader/Filer/USAddress/AddressLine1Txt030050 CHAGRIN BLVD
ReturnHeader/Filer/USAddress/CityNm0PEPPER PIKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOERSTER & BASCHKO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08225 BRECKSVILLE RD STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRECKSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441411362
ReturnHeader/PreparerPersonGrp/PhoneNum02162925555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D MCPHILLIPS
ReturnHeader/ReturnTs02015-05-06T07:39:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.00$1.12$1.12
2023Detailed filing. Detailed filing data is available for this year.$1.81$1.81$0.00$2.19$2.19
2022Detailed filing. Detailed filing data is available for this year.$4.01$4.01$5.00$1.14$3.86
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.15$1.00$1.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.00$1.29$0.29
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.00$0.94$0.94
2018Detailed filing. Detailed filing data is available for this year.$1.38$1.38$0.00$1.49$1.49
2017Detailed filing. Detailed filing data is available for this year.$2.87$2.87$25.0$26.2$1.17
2016Detailed filing. Detailed filing data is available for this year.$4.04$4.04$35.0$36.3$1.32
2015Detailed filing. Detailed filing data is available for this year.$5.36$5.36$30.0$62.6$32.6
2014Detailed filing. Detailed filing data is available for this year.$37.9$37.9$90.0$55.7$34.3
2013Detailed filing. Detailed filing data is available for this year.$3.59$3.59$0.00$1.00$1.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$4.59$25.0$25.0$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$4.59$30.0$26.1$3.89
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits