Civic Intelligence

The Bascom Little Fund

EIN 34-6572279 • Cleveland Heights, OH

2280 Woodmere DriveCleveland Heights, OH 44106
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2025

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

59th percentile

5.0%

Faster asset growth than 59% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

71st percentile

29%

Faster revenue growth than 71% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$917,370

Up $43,503 (+5.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$917,370

Up $43,503 (+5.0%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin83rd percentile

Revenue

Up

$122,969

Up $27,307 (+29%) from 2024

Expenses

Up

$79,466

Up $9,448 (+13%) from 2024

Net Income

Up

$43,503

Up $17,859 (+70%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2012: $716,802Liabilities 2012: $0Net Assets 2012: $716,8022012Assets 2013: $704,787Liabilities 2013: $0Net Assets 2013: $704,7872013Assets 2014: $672,792Liabilities 2014: $0Net Assets 2014: $672,7922014Assets 2015: $680,964Liabilities 2015: $0Net Assets 2015: $680,9642015Assets 2016: $673,980Liabilities 2016: $0Net Assets 2016: $673,9802016Assets 2017: $647,671Liabilities 2017: $0Net Assets 2017: $647,6712017Assets 2018: $679,573Liabilities 2018: $0Net Assets 2018: $679,5732018Assets 2019: $674,401Liabilities 2019: $0Net Assets 2019: $674,4012019Assets 2020: $644,693Liabilities 2020: $0Net Assets 2020: $644,6932020Assets 2021: $673,913Liabilities 2021: $0Net Assets 2021: $673,9132021Assets 2022: $903,534Liabilities 2022: $0Net Assets 2022: $903,5342022Assets 2023: $848,223Liabilities 2023: $0Net Assets 2023: $848,2232023Assets 2024: $873,867Liabilities 2024: $0Net Assets 2024: $873,8672024Assets 2025: $917,370Liabilities 2025: $0Net Assets 2025: $917,3702025

Highlighted filing

2025

Assets$917,370
Liabilities$0
Net Assets$917,370
Open 2025 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2012: $41,0782012Expenses 2013: $49,2492013Revenue 2014: $24,282Expenses 2014: $56,277Net Income 2014: -$31,9952014Revenue 2015: $65,041Expenses 2015: $56,869Net Income 2015: $8,1722015Revenue 2016: $42,429Expenses 2016: $49,413Net Income 2016: -$6,9842016Revenue 2017: $47,339Expenses 2017: $73,648Net Income 2017: -$26,3092017Revenue 2018: $87,137Expenses 2018: $55,235Net Income 2018: $31,9022018Revenue 2019: $61,828Expenses 2019: $67,000Net Income 2019: -$5,1722019Revenue 2020: $35,069Expenses 2020: $64,777Net Income 2020: -$29,7082020Revenue 2021: $99,539Expenses 2021: $70,319Net Income 2021: $29,2202021Revenue 2022: $308,208Expenses 2022: $78,587Net Income 2022: $229,6212022Revenue 2023: $38,559Expenses 2023: $93,870Net Income 2023: -$55,3112023Revenue 2024: $95,662Expenses 2024: $70,018Net Income 2024: $25,6442024Revenue 2025: $122,969Expenses 2025: $79,466Net Income 2025: $43,5032025

Highlighted filing

2025

Revenue$122,969
Expenses$79,466
Net Income$43,503
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$917,370
Liabilities
$0
Net assets
$917,370
Revenue
$122,969
Expenses
$79,466
Net income
$43,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$1.23$0.79$0.44
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.74$0.00$8.74$0.96$0.70$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.48$0.00$8.48$0.39$0.94$0.55
2022Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$3.08$0.79$2.30
2021Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$1.00$0.70$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.00$6.45$0.35$0.65$0.30
2019Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.62$0.67$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.80$0.00$6.80$0.87$0.55$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.00$6.48$0.47$0.74$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.74$0.00$6.74$0.42$0.49$0.07
2015Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.65$0.57$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.24$0.56$0.32
2013Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.49
2012Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD H BOLETrustee-$0--
ANDREW L FABENS IIITrustee-$0--
GERALD PAUL COXTrustee-$0--
DIXON MORGAN JRTrustee-$0--
DAVID A VINCENTTrustee-$0--
WYNNE MORGANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bascom Little Fund
EIN
34-6572279
Phone
2165665500
Address
2280 WOODMERE DRIVE, CLEVELAND HEIGHTS, OH 44106

Signing Officer

Name
Andrew L Fabens Iii
Title
Trustee
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Foerster & Hayes Ltd
Address
8225 BRECKSVILLE RD STE 3, BRECKSVILLE, OH 44141
Preparer
Michael D Mcphillips
Phone
2162925555
Raw XML Appendix316 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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AccountingFeesSchedule/AccountingFeesDetail/Amt03200
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03200
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08060
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011706
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW L FABENS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BASCOM LITTLE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO ANDREW L FABENS III
ReturnHeader/Filer/BusinessNameControlTxt0BASC
ReturnHeader/Filer/EIN0346572279
ReturnHeader/Filer/PhoneNum02165665500
ReturnHeader/Filer/USAddress/AddressLine1Txt02280 WOODMERE DRIVE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475482761
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foerster & Hayes Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08225 BRECKSVILLE RD STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRECKSVILLE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044141
ReturnHeader/PreparerPersonGrp/PhoneNum02162925555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D MCPHILLIPS
ReturnHeader/ReturnTs02025-11-13T08:35:29-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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