Civic Intelligence

Baumgartner Family Foundation

990PF • Fiscal year 2022 • EIN 34-1908139

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 21, 2023

Organization Profile
PO Box 8326Toledo, OH 43605

(419) 882-0081

Siviq Scores

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

Liabilities / Assets

79th percentile

0.06x

Higher debt load relative to assets than 79% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

0.71x

Higher debt load relative to revenue than 93% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

77th percentile

27%

Higher net margin than 77% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

45th percentile

1.4%

Faster revenue growth than 45% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$436,796

Down $168,817 (-28%) from 2021

Net Assets

Down

$409,216

Down $168,817 (-29%) from 2021

Liabilities

Flat

$27,580

Flat from 2021

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin77th percentile

Revenue

Up

$39,064

Up $532 (+1.4%) from 2021

Expenses

Up

$28,534

Up $2,484 (+9.5%) from 2021

Net Income

Down

$10,530

Down $1,952 (-16%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2022

Assets$436,796
Liabilities$27,580
Net Assets$409,216
Open 2022 Filing

Operations Trend

Revenue Growth45th percentile

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

2022

Revenue$39,064
Expenses$28,534
Net Income$10,530
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 21, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas J BaumgartnerTreasurer-$0--
Holly BaumgartnerSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Baumgartner Family Foundation
EIN
34-1908139
Phone
4198820081
Address
PO Box 8326, Toledo, OH 43605

Signing Officer

Name
Holly Baumgartner
Title
Secretary
Phone
4198820081
Signed
2023-09-21
Discuss with paid preparer
Yes

Preparer

Firm
LaValley LaValley Todak & Schaefer Co LPA
Address
5800 Monroe St Bldg F, Sylvania, OH 43560
Preparer
Richard G LaValley Jr
Phone
4198820081
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Douglas J Baumgartner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Holly Baumgartner
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2262 Danny THomas Place
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Freedom Tax Tax
TaxesSchedule/TaxesDetail/Amt0534
TaxesSchedule/TaxesDetail/CategoryTxt0USA Taxpayment
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Holly Baumgartner

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$436,796
Liabilities
$27,580
Net assets
$409,216
Revenue
$39,064
Expenses
$28,534
Net income
$10,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.54$0.28$4.26$0.42$0.00$0.42
2023Detailed filing. Detailed filing data is available for this year.$4.63$0.28$4.35$0.43$0.15$0.28
2022Detailed filing. Detailed filing data is available for this year.$4.37$0.28$4.09$0.39$0.29$0.11
2021Detailed filing. Detailed filing data is available for this year.$6.06$0.28$5.78$0.39$0.26$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.97$0.31$5.66$0.04$0.33$0.37