Civic Intelligence

Constance and Yves De Balmann Charitable Foundation Inc.

990PF • Fiscal year 2022 • EIN 27-4171038

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 01, 2023

Organization Profile
444 Liberty Ave Ste 2100Pittsburgh, PA 15222-2305

(412) 918-1100

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.08x

Higher debt load relative to revenue than 58% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

13th percentile

-52%

Higher net margin than 13% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

40th percentile

-2.5%

Faster asset growth than 40% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-58%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$1,160,043

Down $29,735 (-2.5%) from 2021

Net Assets

Down

$1,160,043

Down $25,535 (-2.2%) from 2021

Liabilities

Up

$4,300

Up $100 (+2.4%) from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin13th percentile

Revenue

Down

$54,997

Down $75,698 (-58%) from 2021

Expenses

Down

$83,409

Down $31,139 (-27%) from 2021

Net Income

Down

-$28,412

Down $44,559 (-276%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $224,888Liabilities 2011: $0Net Assets 2011: $224,8882011Assets 2012: $456,660Liabilities 2012: $0Net Assets 2012: $456,6602012Assets 2014: $342,931Liabilities 2014: $26,000Net Assets 2014: $316,9312014Assets 2015: $250,840Liabilities 2015: $26,000Net Assets 2015: $224,8402015Assets 2016: $254,717Liabilities 2016: $1,000Net Assets 2016: $253,7172016Assets 2017: $280,878Liabilities 2017: $1,500Net Assets 2017: $279,3782017Assets 2018: $327,065Liabilities 2018: $8,000Net Assets 2018: $319,0652018Assets 2019: $1,251,188Liabilities 2019: $7,500Net Assets 2019: $1,243,6882019Assets 2020: $1,170,028Liabilities 2020: $0Net Assets 2020: $1,170,0282020Assets 2021: $1,189,778Liabilities 2021: $4,200Net Assets 2021: $1,185,5782021Assets 2022: $1,160,043Liabilities 2022: $4,300Net Assets 2022: $1,160,0432022Assets 2023: $1,410,869Liabilities 2023: $4,600Net Assets 2023: $1,410,8692023Assets 2024: $1,470,955Liabilities 2024: $17,400Net Assets 2024: $1,470,9552024

Highlighted filing

2022

Assets$1,160,043
Liabilities$4,300
Net Assets$1,160,043
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $25,1502011Expenses 2012: $38,7832012Revenue 2014: $173Expenses 2014: $51,650Net Income 2014: -$51,4772014Revenue 2015: $59Expenses 2015: $92,150Net Income 2015: -$92,0912015Revenue 2016: $47,027Expenses 2016: $44,150Net Income 2016: $2,8772016Revenue 2017: $71,387Expenses 2017: $45,725Net Income 2017: $25,6622017Revenue 2018: $85,452Expenses 2018: $45,750Net Income 2018: $39,7022018Revenue 2019: $1,678,808Expenses 2019: $88,353Net Income 2019: $1,590,4552019Revenue 2020: $47,615Expenses 2020: $120,667Net Income 2020: -$73,0522020Revenue 2021: $130,695Expenses 2021: $114,548Net Income 2021: $16,1472021Revenue 2022: $54,997Expenses 2022: $83,409Net Income 2022: -$28,4122022Revenue 2023: $537,115Expenses 2023: $56,824Net Income 2023: $480,2912023Revenue 2024: $161,157Expenses 2024: $84,015Net Income 2024: $77,1422024

Highlighted filing

2022

Revenue$54,997
Expenses$83,409
Net Income-$28,412
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
YVES C M DE BALMANNDirector, President-$0--
CONSTANCE H DE BALMANNDirector, Vice President-$0--
RAPHAEL L DE BALMANNDirector, Treasurer, Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Constance and Yves De Balmann
EIN
27-4171038
In Care Of
% RAPHAEL L DE BALMANN
Address
444 LIBERTY AVE STE 2100, PITTSBURGH, PA 15222-2305

Signing Officer

Name
Yves De Balmann
Title
Foundation Manager
Phone
4129181100
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
METZ LEWIS BRODMAN MUST O'KEEFE LLC
Address
444 LIBERTY AVE STE 2100, PITTSBURGH, PA 15222
Preparer
Nicholas J Holland
Phone
4129181100
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT/NEW JERSEY SEEDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SONOMA VALLEY MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SONOMA VALLEY HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CELIAC DISEASE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MARK DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5LIFEHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0369 FIFTH STREET WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1551 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2347 ANDRIEUX STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt320350 VENTURE BLVD SUITE 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt439 TRELLIS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5899 NORTHGATE DRIVE SUITE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SONOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SONOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SONOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WOODLAND HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN RAFAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN RAFAEL
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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/AppliedToCurrentYearAmt076453
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019622
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035217
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05342
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05342
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt079291
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019622
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019339
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035217
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04766
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0347
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt084633
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt084286
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02877
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06228
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06228
TaxesSchedule/TaxesDetail/Amt0381
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0381
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0YVES DE BALMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04129181100
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTANCE AND YVES DE BALMANN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION INC C/O NICK HOLLAND
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0274171038
ReturnHeader/Filer/InCareOfNm0% RAPHAEL L DE BALMANN
ReturnHeader/Filer/USAddress/AddressLine1Txt0444 LIBERTY AVE STE 2100
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152222305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0METZ LEWIS BRODMAN MUST O'KEEFE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 LIBERTY AVE STE 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04129181100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS J HOLLAND
ReturnHeader/ReturnTs02023-10-25T14:32:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0YVES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DE BALMANN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,160,043
Liabilities
$4,300
Net assets
$1,160,043
Revenue
$54,997
Expenses
$83,409
Net income
-$28,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.02$1.47$0.16$0.08$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.54$0.06$0.48
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.13$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.05$0.12$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.01$1.24$1.68$0.09$1.59
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.01$0.32$0.09$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.07$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.05$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.03$0.22$0.00$0.09$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.03$0.32$0.00$0.05$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.03