Civic Intelligence

Bmr Foundation

EIN 34-1487943 • 501(c)3 • Burton, OH

Profile

Provide funding for geauga county charitable organizations and projects grant scholarship for advanced vocational or college education.

PO Box 429Burton, OH 44021-0429

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

501(c)3 • <$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.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

84th percentile

43%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

111%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$159,702

Up $48,216 (+43%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$159,702

Up $48,216 (+43%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Up

$68,316

Up $35,984 (+111%) from 2023

Expenses

Down

$20,100

Down $15,000 (-43%) from 2023

Net Income

Up

$48,216

Up $50,984 (+1842%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$200K$150K$100K$50K$0Assets 2016: $117,444Net Assets 2016: $117,4442016Assets 2017: $115,518Net Assets 2017: $115,5182017Assets 2018: $115,024Net Assets 2018: $115,0242018Assets 2019: $109,808Net Assets 2019: $109,8082019Assets 2020: $107,687Net Assets 2020: $107,6872020Assets 2021: $104,986Net Assets 2021: $104,9862021Assets 2022: $114,254Net Assets 2022: $114,2542022Assets 2023: $111,486Net Assets 2023: $111,4862023Assets 2024: $159,702Net Assets 2024: $159,7022024

Highlighted filing

2024

Assets$159,702
Liabilities-
Net Assets$159,702
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2016: $14,742Expenses 2016: $1,815Net Income 2016: $12,9272016Revenue 2017: $5,173Expenses 2017: $7,100Net Income 2017: -$1,9272017Revenue 2018: $6,807Expenses 2018: $7,300Net Income 2018: -$4932018Revenue 2019: $884Expenses 2019: $6,100Net Income 2019: -$5,2162019Revenue 2020: $9,478Expenses 2020: $11,600Net Income 2020: -$2,1222020Revenue 2021: $16,180Expenses 2021: $18,881Net Income 2021: -$2,7012021Revenue 2022: $24,368Expenses 2022: $15,100Net Income 2022: $9,2682022Revenue 2023: $32,332Expenses 2023: $35,100Net Income 2023: -$2,7682023Revenue 2024: $68,316Expenses 2024: $20,100Net Income 2024: $48,2162024

Highlighted filing

2024

Revenue$68,316
Expenses$20,100
Net Income$48,216
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$159,702
Liabilities
-
Net assets
$159,702
Revenue
$68,316
Expenses
$20,100
Net income
$48,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$1.60$0.68$0.20$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$1.11$0.32$0.35$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.24$0.15$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.16$0.19$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$1.08$0.09$0.12$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$1.10$0.01$0.06$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$1.15$0.07$0.07$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$1.16$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.15$0.02$0.13
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Gross Receipts
$24,368
Mission and Program Overview

Mission

Provide funding for geauga county charitable organizations and projects grant scholarship for advanced vocational or college education.

Program Services

DescriptionGrantsExpenses
GRANT PAID TO FAMILY & COMMUNITY SERVICES FOR "NEXT STEP" YOUTH SHELTER AMOUNT PAID 5,000 GRANT PAID TO RED TULIP PROJECT-WOMEN'S HOME SHELTER EFFORTS AMOUNT PAID 5,000$10,000$10,000
SECONDARY EDUCATION SCHOLARSHIP PAID TO THE FOLLOWING SCHOOLS. THE OHIO STATE UNIVERSITY 2,500 OTTERBEIN UNIVERSITY 2,500$5,000$5,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL A NEWMANPresident-$0--
BRIAN BROCKWAYTreasurer-$0--
CARL HOFSTETTERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Bmr Foundation
EIN
34-1487943
Address
PO BOX 429, BURTON, OH 44021-0429

Signing Officer

Name
Brian Brockway
Title
Treasurer
Signed
2023-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Ebert Owen & Associates
Address
539 WASHINGTON ST STE 1, CHAGRIN FALLS, OH 44022-4400
Preparer
Barry a Owen CPA
Phone
4402478233
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses annual registration fee 100 total 100”

Form 990-ez, Part II, Line 24

“Cleveland fdn invt fund 92,000 92,000 total 92,000 92,000”

Form 990-ez, Part III

“Provide funding for geauga county charitable organizations and projects grant scholarship for advanced vocational or college education.”

Form 990-ez, Part III, Line 31

“Grant paid to family & community services for "next step" youth shelter amount paid 5,000 grant paid to red tulip project-women's home shelter efforts amount paid 5,000”

Raw XML Appendix163 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/PersonNm0BRIAN BROCKWAY
IRS990EZ/BooksInCareOfDetail/PhoneNum04408341853
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 429
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BURTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044021
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012986
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022254
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015355
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09268
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104986
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0114254
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt024368
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09013
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104986
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0114254
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104986
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0114254
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL A NEWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN BROCKWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARL HOFSTETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt092000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt092000
IRS990EZ/OtherExpensesTotalAmt0100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FUNDING FOR GEAUGA COUNTY CHARITABLE ORGANIZATIONS AND PROJECTS GRANT SCHOLARSHIP FOR ADVANCED VOCATIONAL OR COLLEGE EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SECONDARY EDUCATION SCHOLARSHIP PAID TO THE FOLLOWING SCHOOLS. THE OHIO STATE UNIVERSITY 2,500 OTTERBEIN UNIVERSITY 2,500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANT PAID TO FAMILY & COMMUNITY SERVICES FOR "NEXT STEP" YOUTH SHELTER AMOUNT PAID 5,000 GRANT PAID TO RED TULIP PROJECT-WOMEN'S HOME SHELTER EFFORTS AMOUNT PAID 5,000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015100
IRS990EZ/TotalProgramServiceExpensesAmt015000
IRS990EZ/TotalRevenueAmt024368
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt02500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt04500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt07000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CLEVELAND FDN INVT RECEIPTS 9,000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09454
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06797
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt048639
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt078
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt09000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt09000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.72150
IRS990ScheduleA/PublicSupportPY509Pct00.80430
IRS990ScheduleA/PublicSupportTotal509Amt041652
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt02500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt04500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt07000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015368
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09454
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06797
IRS990ScheduleA/Total509Grp/TotalAmt048652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06807
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ANNUAL REGISTRATION FEE 100 TOTAL 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLEVELAND FDN INVT FUND 92,000 92,000 TOTAL 92,000 92,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE FUNDING FOR GEAUGA COUNTY CHARITABLE ORGANIZATIONS AND PROJECTS GRANT SCHOLARSHIP FOR ADVANCED VOCATIONAL OR COLLEGE EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANT PAID TO FAMILY & COMMUNITY SERVICES FOR "NEXT STEP" YOUTH SHELTER AMOUNT PAID 5,000 GRANT PAID TO RED TULIP PROJECT-WOMEN'S HOME SHELTER EFFORTS AMOUNT PAID 5,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN BROCKWAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BMR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BRIAN BROCKWAY
ReturnHeader/Filer/BusinessNameControlTxt0BMRF
ReturnHeader/Filer/EIN0341487943
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 429
ReturnHeader/Filer/USAddress/CityNm0BURTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0440210429
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812664208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EBERT OWEN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0539 WASHINGTON ST STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAGRIN FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0440224400
ReturnHeader/PreparerPersonGrp/PhoneNum04402478233
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY A OWEN CPA
ReturnHeader/ReturnTs02023-05-08T09:57:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROCKWAY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.