Civic Intelligence

The Bascom Little Fund Co Andrew L Fabens III

990PF • Fiscal year 2014 • EIN 34-6572279

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 07, 2014

Organization Profile
127 Public Square44114

(216) 566-5500

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

4th percentile

-132%

Higher net margin than 4% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

23rd percentile

-4.5%

Faster asset growth than 23% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$672,792

Down $31,995 (-4.5%) from 2013

Net Assets

Down

$672,792

Down $31,995 (-4.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin4th percentile

Revenue

$24,282

No earlier filing loaded for comparison.

Expenses

Up

$56,277

Up $7,028 (+14%) from 2013

Net Income

-$31,995

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$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

2014

Assets$672,792
Liabilities$0
Net Assets$672,792
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$24,282
Expenses$56,277
Net Income-$31,995
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 7, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD H BOLETrustee-$0--
ANDREW L FABENS IIITrustee-$0--
DIXON MORGAN JRTrustee-$0--
STANLEY W MORGENSTERNTrustee-$0--
Filing and Contact Details

Filer

EIN
34-6572279
Phone
2165665500

Signing Officer

Name
Andrew L Fabens Iii
Title
Trustee
Signed
2014-10-07
Discuss with paid preparer
Yes

Preparer

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.

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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANDREW L FABENS III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DIXON MORGAN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3STANLEY W MORGENSTERN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CLEVELAND COMPOSERS GUILD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CASE WESTERN RESERVE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2IDEA STREAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CLEVELAND JAZZ ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CLEVELAND CHAMBER SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CLEVELAND INSTITUTE OF MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1017460 DEER RIDGE CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1110900 EUCLID AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121375 EUCLID AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13713 LINCOLN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1415917 LAKE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1511021 EAST BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0STRONGSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3BEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode044136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode144106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode244115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode344146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode444107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode544106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt046600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt046537
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0279
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0342
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0279
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt063
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0342
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0279
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt07077
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07077
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07077
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0200
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW L FABENS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE BASCOM LITTLE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine20CO ANDREW L FABENS III
ReturnHeader/Filer/BusinessNameControlTxt0BASC
ReturnHeader/Filer/EIN0346572279
ReturnHeader/Filer/PhoneNum02165665500
ReturnHeader/Filer/USAddress/AddressLine10127 PUBLIC SQUARE
ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FOERSTER & BASCHKO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108225 BRECKSVILLE RD STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BRECKSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0441411362
ReturnHeader/PreparerPersonGrp/PhoneNum02162925555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D MCPHILLIPS
ReturnHeader/ReturnTs02014-10-07T12:04:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$672,792
Liabilities
$0
Net assets
$672,792
Revenue
$24,282
Expenses
$56,277
Net income
-$31,995
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