Civic Intelligence

Bear-Sontz Family Foundation

EIN 34-6599113 • Charlottesville, VA

C/O Silvercrest 230 Court SquareCharlottesville, VA 22902
Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

46th percentile

0.02x

Higher debt load relative to revenue than 46% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2020

Asset Growth

50th percentile

2.6%

Faster asset growth than 50% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2022

Revenue Growth

87th percentile

79%

Faster revenue growth than 87% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$1,513,712

Down $113,462 (-7.0%) from 2023

Liabilities

Flat

$3,500

Flat from 2023

Net Assets

Down

$1,510,212

Down $113,462 (-7.0%) from 2023

Operations
Liabilities / Revenue46th percentileNet Margin69th percentile

Revenue

Down

$10,027

Down $18,174 (-64%) from 2023

Expenses

Up

$136,040

Up $11,443 (+9.2%) from 2023

Net Income

Down

-$126,013

Down $29,617 (-31%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $831,840Liabilities 2012: $0Net Assets 2012: $831,8402012Assets 2013: $836,870Liabilities 2013: $1,763Net Assets 2013: $835,1072013Assets 2014: $838,293Liabilities 2014: $1,214Net Assets 2014: $837,0792014Assets 2015: $833,098Liabilities 2015: $1,811Net Assets 2015: $831,2872015Assets 2016: $890,663Liabilities 2016: $1,300Net Assets 2016: $889,3632016Assets 2017: $956,517Liabilities 2017: $1,450Net Assets 2017: $955,0672017Assets 2018: $1,920,594Liabilities 2018: $10,874Net Assets 2018: $1,909,7202018Assets 2019: $1,711,206Liabilities 2019: $1,800Net Assets 2019: $1,709,4062019Assets 2020: $1,635,992Liabilities 2020: $1,800Net Assets 2020: $1,634,1922020Assets 2021: $1,695,882Liabilities 2021: $2,951Net Assets 2021: $1,692,9312021Assets 2022: $1,723,520Liabilities 2022: $3,450Net Assets 2022: $1,720,0702022Assets 2023: $1,627,174Liabilities 2023: $3,500Net Assets 2023: $1,623,6742023Assets 2024: $1,513,712Liabilities 2024: $3,500Net Assets 2024: $1,510,2122024

Highlighted filing

2024

Assets$1,513,712
Liabilities$3,500
Net Assets$1,510,212
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $74,8182012Revenue 2013: $101,438Expenses 2013: $81,835Net Income 2013: $19,6032013Revenue 2014: $104,196Expenses 2014: $100,108Net Income 2014: $4,0882014Revenue 2015: $88,895Expenses 2015: $94,002Net Income 2015: -$5,1072015Revenue 2016: $161,207Expenses 2016: $102,565Net Income 2016: $58,6422016Revenue 2017: $171,416Expenses 2017: $106,989Net Income 2017: $64,4272017Revenue 2018: $1,083,407Expenses 2018: $122,012Net Income 2018: $961,3952018Revenue 2019: -$4,447Expenses 2019: $158,763Net Income 2019: -$163,2102019Revenue 2020: $47,754Expenses 2020: $165,282Net Income 2020: -$117,5282020Revenue 2021: $177,893Expenses 2021: $119,424Net Income 2021: $58,4692021Revenue 2022: $152,858Expenses 2022: $125,719Net Income 2022: $27,1392022Revenue 2023: $28,201Expenses 2023: $124,597Net Income 2023: -$96,3962023Revenue 2024: $10,027Expenses 2024: $136,040Net Income 2024: -$126,0132024

Highlighted filing

2024

Revenue$10,027
Expenses$136,040
Net Income-$126,013
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,513,712
Liabilities
$3,500
Net assets
$1,510,212
Revenue
$10,027
Expenses
$136,040
Net income
-$126,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.01$0.14$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.62$0.03$0.12$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.15$0.13$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.69$0.18$0.12$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.63$0.05$0.17$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.00$0.16$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.01$1.91$1.08$0.12$0.96
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.17$0.11$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.16$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.09$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.10$0.10$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.10$0.08$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 5, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID BEARTrustee-$0--
RISA SONTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bear-sontz Family Foundation
EIN
34-6599113
Phone
4349774420
Address
C/O SILVERCREST 230 COURT SQUARE, CHARLOTTESVILLE, VA 22902

Signing Officer

Name
David Bear
Title
Trustee
Phone
4349774420
Signed
2025-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Silvercrest Financial Services Inc
Address
230 COURT SQUARE SUITE 101, CHARLOTTESVILLE, VA 22902
Preparer
Evan Kwiatkowski
Phone
4349774420
Raw XML AppendixShowing 400 of 658 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/RecipientPersonNm7BOSTON SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8CAREERS THROUGH CULINARY ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10CROS MINISTRIES - DB FOOD PANTRY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12DIRECT RELIEF
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15EVERYONE FOR GUN SAFETY SUPPORT FD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm18GREENHILL SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm42TURNOUT ACTIVISM INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt20NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt21NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt22NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt23NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt24NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt25NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt26NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt27NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt28NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt29NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt30NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt31NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt32NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt33NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt34NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt35NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt36NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt37NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt38NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt39NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt40NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt41NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt42NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt43NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt44NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03115 EAST LION LANE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211 BROADWAY 1076
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 CENTRE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4621 NW 53RD ST STE 450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt520 CHAPEL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt615055 FAIRFIELD MEADOWS

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