Civic Intelligence

Bmr Foundation

990EZ • Fiscal year 2024 • EIN 34-1487943

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 30, 2025

PO Box 429Burton, OH 44021-0429

(440) 478-6449

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

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

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.

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

Asset Growth

83rd percentile

43%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

92nd percentile

111%

Faster revenue growth than 92% of similar nonprofits.

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

Assets

Up

$159,702

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

Net Assets

Up

$159,702

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

Liabilities

-

No earlier filing loaded for comparison.

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

Historical Trend

Balance Sheet Trend

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

$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

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.0
Gross Receipts
$68,316
Mission and Program Overview

Mission

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

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 GRANT PAID TO GEAUGA COUNTY LIBRARY FOUNDATION-DOLLY PARTON IMAGINATION LIBRARY PROGRAM AMOUNT PAID 2,500 GRANT PAID TO FOUNDATION FOR GEAUGA PARKS-NATURESCOPES CHILDRENS EDUCATION PROGRAM AMOUNT PAID 2,500$15,000$15,000
EDUCATIONAL SCHOLARSHIPS$5,000$5,000
Compensation and Service Providers

Employees

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

Filer

Filer Name
Bmr Foundation
EIN
34-1487943
Phone
4404786449
Address
PO BOX 429, BURTON, OH 44021-0429

Signing Officer

Name
Brian Brockway
Title
Treasurer
Phone
4404786449
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Ebert Owen & Associates
Address
539 WASHINGTON ST STE 1, CHAGRIN FALLS, OH 44022-4400
Preparer
Barry 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 grant paid to geauga county library foundation-dolly parton imagination library program amount paid 2,500 grant paid to foundation for geauga parks-naturescopes childrens education program amount paid 2,500

Raw XML Appendix170 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt092000
IRS990EZ/OtherExpensesTotalAmt0100
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL SCHOLARSHIPS
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 GRANT PAID TO GEAUGA COUNTY LIBRARY FOUNDATION-DOLLY PARTON IMAGINATION LIBRARY PROGRAM AMOUNT PAID 2,500 GRANT PAID TO FOUNDATION FOR GEAUGA PARKS-NATURESCOPES CHILDRENS EDUCATION PROGRAM AMOUNT PAID 2,500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt115000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020100
IRS990EZ/TotalProgramServiceExpensesAmt020000
IRS990EZ/TotalRevenueAmt068316
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0400
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt02500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt02900
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CLEVELAND FDN INVT RECEIPTS 24,000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0646
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81640
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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 GRANT PAID TO GEAUGA COUNTY LIBRARY FOUNDATION-DOLLY PARTON IMAGINATION LIBRARY PROGRAM AMOUNT PAID 2,500 GRANT PAID TO FOUNDATION FOR GEAUGA PARKS-NATURESCOPES CHILDRENS EDUCATION PROGRAM AMOUNT PAID 2,500
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN BROCKWAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04404786449
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BMR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BRIAN BROCKWAY
ReturnHeader/Filer/BusinessNameControlTxt0BMRF
ReturnHeader/Filer/EIN0341487943
ReturnHeader/Filer/PhoneNum04404786449
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 429
ReturnHeader/Filer/USAddress/CityNm0BURTON
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EBERT OWEN & ASSOCIATES
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAGRIN FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0440224400
ReturnHeader/PreparerPersonGrp/PhoneNum04402478233
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY OWEN CPA
ReturnHeader/ReturnTs02025-05-05T11:43:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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