Civic Intelligence

The Bascom Little Fund Co Andrew L Fabens III

990PF • Fiscal year 2023 • EIN 34-6572279

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 25, 2023

Organization Profile
2280 Woodmere DriveCleveland Heights, OH 44106

(216) 566-5500

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

6th percentile

-143%

Higher net margin than 6% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

22nd percentile

-6.1%

Faster asset growth than 22% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-87%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$848,223

Down $55,311 (-6.1%) from 2022

Net Assets

Down

$848,223

Down $55,311 (-6.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin6th percentile

Revenue

Down

$38,559

Down $269,649 (-87%) from 2022

Expenses

Up

$93,870

Up $15,283 (+19%) from 2022

Net Income

Down

-$55,311

Down $284,932 (-124%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2023

Assets$848,223
Liabilities$0
Net Assets$848,223
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

2023

Revenue$38,559
Expenses$93,870
Net Income-$55,311
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th 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--
STANLEY W MORGENSTERNTrustee-$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
2023-10-25
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 Appendix333 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3800 EAST SUMMIT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt424000 MERCANTILE RD 8
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63631 PERKINS AVE 4C
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WEBSITE EXPENSES
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO ANDREW L FABENS III
ReturnHeader/Filer/BusinessNameControlTxt0BASC
ReturnHeader/Filer/EIN0346572279
ReturnHeader/Filer/PhoneNum02165665500
ReturnHeader/Filer/USAddress/AddressLine1Txt02280 WOODMERE DRIVE
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND HEIGHTS
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ReturnHeader/Filer/USAddress/ZIPCd044106
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475482761
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foerster & Hayes Ltd
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRECKSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044141
ReturnHeader/PreparerPersonGrp/PhoneNum02162925555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D MCPHILLIPS
ReturnHeader/ReturnTs02023-10-25T13:09:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW L FABENS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0III
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$848,223
Liabilities
$0
Net assets
$848,223
Revenue
$38,559
Expenses
$93,870
Net income
-$55,311
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
2023Detailed filing. Detailed filing data is available for this year.$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