Civic Intelligence

Biltmore Foundation Inc.

990EZ • Fiscal year 2023 • EIN 26-1373027

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

Organization ProfileBILTMORE FOUNDATION.ORG
30050 Chagrin Blvd 100Pepper 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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

9th percentile

-55%

Faster asset growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,812

Down $2,193 (-55%) from 2022

Net Assets

Down

$1,812

Down $2,193 (-55%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $5,000 (-100%) from 2022

Expenses

Up

$2,193

Up $1,052 (+92%) from 2022

Net Income

Down

-$2,193

Down $6,052 (-157%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

2023

Assets$1,812
Liabilities-
Net Assets$1,812
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

2023

Revenue$0
Expenses$2,193
Net Income-$2,193
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Mission and Program Overview

Mission

Provide funding for medical research and care.

Program Services

DescriptionGrantsExpenses
RAISING MONEY AND DISTRIBUTING IT TO CHARITABLE MEDICAL ORGANIZATIONS.-$2,193
Compensation and Service Providers
Top Officer Pay78th percentile

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 100, PEPPER PIKE, OH 44124

Signing Officer

Name
R Chad Brenner
Title
Attorney
Signed
2024-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Foerster & Hayes Ltd
Address
8225 BRECKSVILLE RD STE 3, BRECKSVILLE, OH 44141
Preparer
Michael D Mcphillips
Phone
2162925555
Raw XML Appendix123 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/BOYAmt04005
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01812
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2193
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02193
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04005
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01812
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04005
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01812
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04005
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01812
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/OrganizationHadUBIInd0false
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/ProgramServiceExpensesAmt02193
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02193
IRS990EZ/TotalProgramServiceExpensesAmt02193
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BILTMORE FOUNDATION.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt07000
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07000
IRS990ScheduleA/TotalSupportAmt07000
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R CHAD BRENNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Attorney
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILTMORE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BILT
ReturnHeader/Filer/EIN0261373027
ReturnHeader/Filer/PhoneNum02162925555
ReturnHeader/Filer/USAddress/AddressLine1Txt030050 CHAGRIN BLVD 100
ReturnHeader/Filer/USAddress/CityNm0PEPPER PIKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044124
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475482761
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foerster & Hayes Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08225 BRECKSVILLE RD STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRECKSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044141
ReturnHeader/PreparerPersonGrp/PhoneNum02162925555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D MCPHILLIPS
ReturnHeader/ReturnTs02024-05-10T08:26:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0R CHAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRENNER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,812
Liabilities
-
Net assets
$1,812
Revenue
$0
Expenses
$2,193
Net income
-$2,193
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