Civic Intelligence

Emma Leah & Laura Belle Bahmann Fdn

990PF • Fiscal year 2021 • EIN 31-6369498

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
8050 Hosbrook Road Suite 102Cincinnati, OH 45236

(513) 891-3799

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

85th percentile

56%

Higher net margin than 85% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

70th percentile

$151,500

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

55th percentile

9.8%

Faster asset growth than 55% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

322%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,283,240

Up $737,341 (+9.8%) from 2020

Net Assets

Up

$8,283,240

Up $737,341 (+9.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin85th percentile

Revenue

Up

$1,314,892

Up $1,003,578 (+322%) from 2020

Expenses

Up

$577,551

Up $36,797 (+6.8%) from 2020

Net Income

Up

$737,341

Up $966,781 (+421%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$10M$5.0M$0Assets 2019: $7,775,339Liabilities 2019: $0Net Assets 2019: $7,775,3392019Assets 2020: $7,545,899Liabilities 2020: $0Net Assets 2020: $7,545,8992020Assets 2021: $8,283,240Liabilities 2021: $0Net Assets 2021: $8,283,2402021Assets 2022: $7,657,004Liabilities 2022: $0Net Assets 2022: $7,657,0042022Assets 2023: $7,571,017Liabilities 2023: $0Net Assets 2023: $7,571,0172023Assets 2024: $7,465,860Liabilities 2024: $0Net Assets 2024: $7,465,8602024

Highlighted filing

2021

Assets$8,283,240
Liabilities$0
Net Assets$8,283,240
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2019: $528,198Expenses 2019: $641,361Net Income 2019: -$113,1632019Revenue 2020: $311,314Expenses 2020: $540,754Net Income 2020: -$229,4402020Revenue 2021: $1,314,892Expenses 2021: $577,551Net Income 2021: $737,3412021Revenue 2022: -$39,275Expenses 2022: $588,773Net Income 2022: -$628,0482022Revenue 2023: $511,631Expenses 2023: $597,034Net Income 2023: -$85,4032023Revenue 2024: $449,242Expenses 2024: $554,411Net Income 2024: -$105,1692024

Highlighted filing

2021

Revenue$1,314,892
Expenses$577,551
Net Income$737,341
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN T GATCHExecutive DiFT$151,500-$151,500
LEWIS G GATCHTrusteePT$33,588-$33,588
Filing and Contact Details

Filer

Filer Name
The Bahmann Foundation
EIN
31-6369498
Phone
5138913799
Address
8050 HOSBROOK ROAD SUITE 102, CINCINNATI, OH 45236

Signing Officer

Name
John T Gatch
Title
Executive Director
Phone
5138913799
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
PELFREY & COMPANY CPA'S INC
Address
10855 INDECO DRIVE, CINCINNATI, OH 45241
Preparer
David M Pelfrey CPA
Phone
5137931200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0111678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1825733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt217114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt363434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0111678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1825733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt217114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt363434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0645155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12155158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt299500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3609135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0STOCKS - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1STOCKS - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MUTUAL FUNDS - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MUTUAL FUNDS - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4US GOV AGENCIES - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01017959
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0128792
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0737341
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08283240
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07545899
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08283240
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0468753
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0468753
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0468753
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0484821
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016068
IRS990PF/DistributableAmountGrp/TotalTaxAmt016068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017352
IRS990PF/FMVAssetsEOYAmt010201350
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt016741
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05402
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05402
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07330907
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08117926
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010039234
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt042170
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt045389
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt04234
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03219
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt07545899
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt08283240
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03076
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03776
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03776
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0190700
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0152705
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0152705
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07545899
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08283240
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010201350
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07545899
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08283240
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07545899
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08283240
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0241
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0212
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0233
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09844089
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0136184
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09707905
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0147661
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0484821
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09696428
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09844089
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt17.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0151500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt133588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN T GATCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LEWIS G GATCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08050 HOSBROOK ROAD SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18050 HOSBROOK ROAD SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd145236
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0418369
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0418369
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,283,240
Liabilities
$0
Net assets
$8,283,240
Revenue
$1,314,892
Expenses
$577,551
Net income
$737,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.45$0.55$0.11
2023Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$0.51$0.60$0.09
2022Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.04$0.59$0.63
2021Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$1.31$0.58$0.74
2020Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.31$0.54$0.23
2019Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.53$0.64$0.11