Civic Intelligence

Bmr Foundation

990EZ • Fiscal year 2017 • EIN 34-1487943

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.6%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-65%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$115,518

Down $1,926 (-1.6%) from 2016

Net Assets

Down

$115,518

Down $1,926 (-1.6%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$5,173

Down $9,569 (-65%) from 2016

Expenses

Up

$7,100

Up $5,285 (+291%) from 2016

Net Income

Down

-$1,927

Down $14,854 (-115%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2017

Assets$115,518
Liabilities-
Net Assets$115,518
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

2017

Revenue$5,173
Expenses$7,100
Net Income-$1,927
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.3
Gross Receipts
$5,173
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
FACILITY INSTALLATION IN GEAUGA COUNTY PARK SYSTEM-$7,000
Compensation and Service Providers
Top Officer Pay76th 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
2018-05-04
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 geauga park dist grant 7,000 total 7,100”

Form 990-ez, Part II, Line 24

“Cleveland fdn invt fund 60,000 92,000 total 60,000 92,000”

Raw XML Appendix157 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/BOYAmt057445
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023518
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04771
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1927
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0117445
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0115518
IRS990EZ/GrossReceiptsAmt05173
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0402
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0117445
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0115518
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0117445
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0115518
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/BOYAmt060000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt092000
IRS990EZ/OtherExpensesTotalAmt07100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FUNDING FOR GEAUGA COUNTY CHARITABLE ORGANIZATIONS AND PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FACILITY INSTALLATION IN GEAUGA COUNTY PARK SYSTEM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07100
IRS990EZ/TotalProgramServiceExpensesAmt07000
IRS990EZ/TotalRevenueAmt05173
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt070
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt03281
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt03479
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt03542
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt02974
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt013346
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0402
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0394
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0906
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01399
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01371
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04472
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0402
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0394
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0906
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01399
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01371
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04472
IRS990ScheduleA/InvestmentIncomeCYPct00.12000
IRS990ScheduleA/InvestmentIncomePYPct00.13000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.51170
IRS990ScheduleA/PublicSupportPY509Pct00.41850
IRS990ScheduleA/PublicSupportTotal509Amt018669
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt070
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt03281
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt03479
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt03542
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt02974
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt013346
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04771
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04353
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04364
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04179
IRS990ScheduleA/Total509Grp/TotalAmt032015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05173
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05550
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt036487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ANNUAL REGISTRATION FEE 100 GEAUGA PARK DIST GRANT 7,000 TOTAL 7,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLEVELAND FDN INVT FUND 60,000 92,000 TOTAL 60,000 92,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN BROCKWAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-04
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/AtSubmissionFilingDeviceId02B9A50EE5E99C6122AE369669ACE4588412C814D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.219.113.118
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:50:12
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/PreparationDt02018-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY A OWEN CPA
ReturnHeader/ReturnTs02018-05-08T15:50:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,518
Liabilities
-
Net assets
$115,518
Revenue
$5,173
Expenses
$7,100
Net income
-$1,927
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
2017Detailed filing. Detailed filing data is available for this year.$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