Civic Intelligence

Baumgartner Family Foundation

990PF • Fiscal year 2021 • EIN 34-1908139

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

PO Box 8326Toledo, OH 43605

(419) 691-3586

Siviq Scores

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

Liabilities / Assets

65th percentile

0.05x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

0.72x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

73rd percentile

32%

Higher net margin than 73% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

35th percentile

1.5%

Faster asset growth than 35% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Up

$605,613

Up $8,841 (+1.5%) from 2020

Net Assets

Up

$578,033

Up $12,482 (+2.2%) from 2020

Liabilities

Down

$27,580

Down $3,641 (-12%) from 2020

Revenue

Up

$38,532

Up $42,822 (+998%) from 2020

Expenses

Down

$26,050

Down $7,001 (-21%) from 2020

Net Income

Up

$12,482

Up $49,823 (+133%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2020: $596,772Liabilities 2020: $31,221Net Assets 2020: $565,5512020Assets 2021: $605,613Liabilities 2021: $27,580Net Assets 2021: $578,0332021Assets 2022: $436,796Liabilities 2022: $27,580Net Assets 2022: $409,2162022Assets 2023: $462,843Liabilities 2023: $27,850Net Assets 2023: $434,9932023Assets 2024: $453,843Liabilities 2024: $27,850Net Assets 2024: $425,9932024

Highlighted filing

2021

Assets$605,613
Liabilities$27,580
Net Assets$578,033

Operations Trend

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

$50K$0-$50KRevenue 2020: -$4,290Expenses 2020: $33,051Net Income 2020: -$37,3412020Revenue 2021: $38,532Expenses 2021: $26,050Net Income 2021: $12,4822021Revenue 2022: $39,064Expenses 2022: $28,534Net Income 2022: $10,5302022Revenue 2023: $42,793Expenses 2023: $15,259Net Income 2023: $27,5342023Revenue 2024: $42,243Expenses 2024: $159Net Income 2024: $42,0842024

Highlighted filing

2021

Revenue$38,532
Expenses$26,050
Net Income$12,482
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON J BAUMGARTNERPresident-$0--
DOUGLAS BAUMGARTNERTreasurer-$0--
HOLLY BAUMGARTNERSecetary-$0--
Filing and Contact Details

Filer

Filer Name
Baumgartner Family Foundation
EIN
34-1908139
Phone
4196913586
Address
PO BOX 8326, TOLEDO, OH 43605

Signing Officer

Name
Don J Baumgartner
Title
Trustee
Phone
4196913586
Signed
2022-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Freedom Tax & Accounting Services Inc
Address
3307 N HOLLAND SYLVANIA RD STE 16, TOLEDO, OH 43615
Preparer
Nathan J Ehmann Ea
Phone
4195170284
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DON J BAUMGARTNER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24526 EDDINGTON CT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 1ST ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2262 DANNY THOMAS PLACE
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0225
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-810
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CEDAR FAIR
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-810
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DON J BAUMGARTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04196913586
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAUMGARTNER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BAUM
ReturnHeader/Filer/EIN0341908139
ReturnHeader/Filer/PhoneNum04196913586
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8326
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ReturnHeader/Filer/USAddress/ZIPCd043605
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453800526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FREEDOM TAX & ACCOUNTING SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03307 N HOLLAND SYLVANIA RD STE 16
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOLEDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043615
ReturnHeader/PreparerPersonGrp/PhoneNum04195170284
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN J EHMANN EA
ReturnHeader/ReturnTs02022-05-04T12:21:08-00:00

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