Civic Intelligence

D & R Family Foundation

EIN 26-2187760 • Burlington, KY

PO Box 481Burlington, KY 41005
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

9th percentile

-167%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

28th percentile

-27%

Faster asset growth than 28% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-41%

Faster revenue growth than 22% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$293,558

Down $110,889 (-27%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$293,558

Down $110,889 (-27%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin9th percentile

Revenue

Down

$66,500

Down $45,450 (-41%) from 2023

Expenses

Up

$177,389

Up $156,963 (+768%) from 2023

Net Income

Down

-$110,889

Down $202,413 (-221%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2018: $208,805Liabilities 2018: $0Net Assets 2018: $208,8052018Assets 2019: $175,376Liabilities 2019: $0Net Assets 2019: $175,3762019Assets 2020: $194,982Liabilities 2020: $0Net Assets 2020: $194,9822020Assets 2021: $287,950Liabilities 2021: $0Net Assets 2021: $287,9502021Assets 2022: $312,923Liabilities 2022: $0Net Assets 2022: $312,9232022Assets 2023: $404,447Liabilities 2023: $0Net Assets 2023: $404,4472023Assets 2024: $293,558Liabilities 2024: $0Net Assets 2024: $293,5582024

Highlighted filing

2024

Assets$293,558
Liabilities$0
Net Assets$293,558
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2018: $175,515Expenses 2018: $275,082Net Income 2018: -$99,5672018Revenue 2019: $3,350Expenses 2019: $36,779Net Income 2019: -$33,4292019Revenue 2020: $44,700Expenses 2020: $25,094Net Income 2020: $19,6062020Revenue 2021: $120,600Expenses 2021: $27,632Net Income 2021: $92,9682021Revenue 2022: $40,964Expenses 2022: $15,991Net Income 2022: $24,9732022Revenue 2023: $111,950Expenses 2023: $20,426Net Income 2023: $91,5242023Revenue 2024: $66,500Expenses 2024: $177,389Net Income 2024: -$110,8892024

Highlighted filing

2024

Revenue$66,500
Expenses$177,389
Net Income-$110,889
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$293,558
Liabilities
$0
Net assets
$293,558
Revenue
$66,500
Expenses
$177,389
Net income
-$110,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.67$1.77$1.11
2023Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$1.12$0.20$0.92
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.41$0.16$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$1.21$0.28$0.93
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.45$0.25$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.03$0.37$0.33
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$1.76$2.75$1.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald Paul BarthTrustee-$0--
Ruthann BarthTrustee-$0--
Ted Robert ArlinghausTrustee-$0--
Mary Catherine BakisTrustee-$0--
Ruth Roseann BrockmanTrustee-$0--
Filing and Contact Details

Filer

Filer Name
D & R Family Foundation
EIN
26-2187760
Phone
5132426069
Address
PO BOX 481, BURLINGTON, KY 41005

Signing Officer

Name
Donald Barth
Title
Trustee
Phone
5132426069
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Krista Kahmann
Address
3979 Petersburg Rd, Burlington, KY 41005
Preparer
Krista Kahmann
Phone
8595865915
Raw XML Appendix318 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd041017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd141015
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0163036
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020028
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025759
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025759
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0160803
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0143032
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08651
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09120
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0163060
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0143032
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0186562
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043530
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Donald P Barth
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 481
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Burlington
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd041005
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Utilities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Bank Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Repairs
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0714
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11114
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0714
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11114
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt224
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3500
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Donald Ruthann Barth
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO Box 481
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Burlington
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0KY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd041005
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/Amt12796
TaxesSchedule/TaxesDetail/Amt259
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Tax paid in 2024
TaxesSchedule/TaxesDetail/CategoryTxt1Real estate tax not include in line 23
TaxesSchedule/TaxesDetail/CategoryTxt2Kenton County Occupational License
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12796
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt259
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donald Barth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05132426069
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0D & R FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0D&RF
ReturnHeader/Filer/EIN0262187760
ReturnHeader/Filer/PhoneNum05132426069
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 481
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202543286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Krista Kahmann
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03979 Petersburg Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Burlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041005
ReturnHeader/PreparerPersonGrp/PhoneNum08595865915
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Krista Kahmann
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T03:24:49-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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