Civic Intelligence

Bavarian Foundation Trust

990PF • Fiscal year 2023 • EIN 26-6007704

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
12764 Mccoy Fork RoadWalton, KY 41094

(859) 485-4416

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

62nd percentile

9.8%

Higher net margin than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

67th percentile

9.6%

Faster asset growth than 67% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-30%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$254,779

Up $22,259 (+9.6%) from 2022

Net Assets

Up

$254,779

Up $22,259 (+9.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin62nd percentile

Revenue

Down

$228,134

Down $97,056 (-30%) from 2022

Expenses

Down

$205,875

Down $12,350 (-5.7%) from 2022

Net Income

Down

$22,259

Down $84,706 (-79%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$400K$300K$200K$100K$0Assets 2020: $391,173Liabilities 2020: $0Net Assets 2020: $391,1732020Assets 2021: $125,555Liabilities 2021: $0Net Assets 2021: $125,5552021Assets 2022: $232,520Liabilities 2022: $0Net Assets 2022: $232,5202022Assets 2023: $254,779Liabilities 2023: $0Net Assets 2023: $254,7792023Assets 2024: $289,625Liabilities 2024: $0Net Assets 2024: $289,6252024

Highlighted filing

2023

Assets$254,779
Liabilities$0
Net Assets$254,779
Open 2023 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $1,005,061Expenses 2020: $670,117Net Income 2020: $334,9442020Revenue 2021: $32Expenses 2021: $265,650Net Income 2021: -$265,6182021Revenue 2022: $325,190Expenses 2022: $218,225Net Income 2022: $106,9652022Revenue 2023: $228,134Expenses 2023: $205,875Net Income 2023: $22,2592023Revenue 2024: $200,488Expenses 2024: $165,642Net Income 2024: $34,8462024

Highlighted filing

2023

Revenue$228,134
Expenses$205,875
Net Income$22,259
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BRUEGGEMANNTrustee-$0--
JOHN BRUEGGEMANNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bavarian Foundation Trust
EIN
26-6007704
Phone
8594854416
Address
12764 MCCOY FORK ROAD, WALTON, KY 41094

Signing Officer

Name
James Brueggemann
Title
Trustee
Phone
8594854416
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
H Steven Harris CPA Inc
Address
8771 STATE ROUTE 247, WEST UNION, OH 45693
Preparer
H Steven Harris CPA
Phone
9375448274
Raw XML Appendix228 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/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0249460
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0249460
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03742
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012286
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0245718
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11970 YALE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0VERONA
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0205400
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN BRUEGGEMANN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01970 YALE AVENUE
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08594854416
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE SPECIFIED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAMES BRUEGGEMANN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08594854416
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt012764 MCCOY FORK ROAD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0250354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0657346
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt057439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt082070
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt082070
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01364718
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0193123
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0206456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0250354
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0657346
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt057439
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0205400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0193123
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01446788
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01253665
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MOUNTAIN BUILDERS TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012764 MCCOY FORK ROAD
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WALTON
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0220000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt17500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BRUEGGEMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08594854416
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAVARIAN FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BAVA
ReturnHeader/Filer/EIN0266007704
ReturnHeader/Filer/PhoneNum08594854416
ReturnHeader/Filer/USAddress/AddressLine1Txt012764 MCCOY FORK ROAD
ReturnHeader/Filer/USAddress/CityNm0WALTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041094
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311618964
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H STEVEN HARRIS CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08771 STATE ROUTE 247
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST UNION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045693
ReturnHeader/PreparerPersonGrp/PhoneNum09375448274
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H STEVEN HARRIS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T12:44:24-05:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$254,779
Liabilities
$0
Net assets
$254,779
Revenue
$228,134
Expenses
$205,875
Net income
$22,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.20$0.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.23$0.21$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.33$0.22$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.27$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.01$0.67$0.33