Civic Intelligence

Bmr Foundation

990EZ • Fiscal year 2016 • EIN 34-1487943

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

Organization ProfileN/A
PO Box 429Burton, OH 44021-0429

(440) 834-1853

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

98th percentile

88%

Higher net margin than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$117,444

No earlier filing loaded for comparison.

Net Assets

$117,444

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

$14,742

No earlier filing loaded for comparison.

Expenses

$1,815

No earlier filing loaded for comparison.

Net Income

$12,927

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2016

Assets$117,444
Liabilities-
Net Assets$117,444
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue$14,742
Expenses$1,815
Net Income$12,927
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Gross Receipts
$14,742
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

Program Services

DescriptionGrantsExpenses
EDUCATIONAL CONFERENCE-ROTARY FOUNDATION$1,500$1,500
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL A NEWMANPresident-$0--
BRIAN BROCKWAYTreasurer-$0--
KATHY ROSESecretary-$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
2017-05-04
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses annual registration fee 100 office supplies 215 total 315”

Form 990-ez, Part II, Line 24

“Cleveland fdn invt fund 60,000 60,000 total 60,000 60,000”

Raw XML Appendix155 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
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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/BOYAmt044517
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057444
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014348
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012927
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104517
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0117444
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt014742
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0394
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104517
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0117444
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104517
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0117444
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/PersonNm2KATHY ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt060000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt060000
IRS990EZ/OtherExpensesTotalAmt0315
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FUNDING FOR GEAUGA COUNTY CHARITABLE ORGANIZATIONS AND PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL CONFERENCE-ROTARY FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01815
IRS990EZ/TotalProgramServiceExpensesAmt01500
IRS990EZ/TotalRevenueAmt014742
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt03281
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt03479
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt03542
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt02974
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt03532
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt016808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04918
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032162
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0394
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0906
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01399
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01371
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01003
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05073
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0394
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0394
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0394
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0906
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01399
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01371
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01003
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05073
IRS990ScheduleA/InvestmentIncomeCYPct00.13000
IRS990ScheduleA/InvestmentIncomePYPct00.18000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.41850
IRS990ScheduleA/PublicSupportPY509Pct00.29240
IRS990ScheduleA/PublicSupportTotal509Amt015748
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt03281
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt03479
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt03542
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt02974
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt03532
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt016808
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04353
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04364
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04179
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04918
IRS990ScheduleA/Total509Grp/TotalAmt032556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05921
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt037629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ANNUAL REGISTRATION FEE 100 OFFICE SUPPLIES 215 TOTAL 315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLEVELAND FDN INVT FUND 60,000 60,000 TOTAL 60,000 60,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN BROCKWAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-04
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08ED24ABD401ACF0EF07570E883B1BDCDF7C2D921
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08ED24ABD401ACF0EF07570E883B1BDCDF7C2D921
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/PreparationDt02017-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY OWEN CPA
ReturnHeader/ReturnTs02017-05-09T16:25:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,444
Liabilities
-
Net assets
$117,444
Revenue
$14,742
Expenses
$1,815
Net income
$12,927
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits