Civic Intelligence

Battenkill Foundation

990PF • Fiscal year 2021 • EIN 36-4297877

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 08, 2022

Organization Profile
CO Brown Advisory 1295 Environ WAChapel Hill, NC 27517

(919) 913-3802

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.00x

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Net Margin

51st percentile

7.8%

Higher net margin than 51% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Asset Growth

58th percentile

1.0%

Faster asset growth than 58% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$455,299

Up $4,408 (+1.0%) from 2020

Net Assets

Up

$455,299

Up $4,408 (+1.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin51st percentile

Revenue

Up

$57,295

Up $68,805 (+598%) from 2020

Expenses

Up

$52,824

Up $45,135 (+587%) from 2020

Net Income

Up

$4,471

Up $23,670 (+123%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $186,633Liabilities 2011: $0Net Assets 2011: $186,6332011Assets 2012: $185,629Liabilities 2012: $0Net Assets 2012: $185,6292012Assets 2018: $473,926Liabilities 2018: $0Net Assets 2018: $473,9262018Assets 2019: $470,109Liabilities 2019: $0Net Assets 2019: $470,1092019Assets 2020: $450,891Liabilities 2020: $0Net Assets 2020: $450,8912020Assets 2021: $455,299Liabilities 2021: $0Net Assets 2021: $455,2992021Assets 2022: $1,324,731Liabilities 2022: $0Net Assets 2022: $1,324,7312022Assets 2023: $1,377,285Liabilities 2023: $0Net Assets 2023: $1,377,2852023Assets 2024: $1,584,266Liabilities 2024: $0Net Assets 2024: $1,584,2662024

Highlighted filing

2021

Assets$455,299
Liabilities$0
Net Assets$455,299
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $3,4622011Expenses 2012: $7,7922012Revenue 2018: $102,345Expenses 2018: $22,156Net Income 2018: $80,1892018Revenue 2019: $36,315Expenses 2019: $40,375Net Income 2019: -$4,0602019Revenue 2020: -$11,510Expenses 2020: $7,689Net Income 2020: -$19,1992020Revenue 2021: $57,295Expenses 2021: $52,824Net Income 2021: $4,4712021Revenue 2022: $1,056,279Expenses 2022: $47,664Net Income 2022: $1,008,6152022Revenue 2023: $106,023Expenses 2023: $53,469Net Income 2023: $52,5542023Revenue 2024: $270,343Expenses 2024: $63,362Net Income 2024: $206,9812024

Highlighted filing

2021

Revenue$57,295
Expenses$52,824
Net Income$4,471
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 8, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET H REQUETTrustee-$0--
EDWARD L REQUETTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Battenkill Foundation
EIN
36-4297877
Phone
9199133802
Address
CO BROWN ADVISORY 1295 ENVIRON WA, CHAPEL HILL, NC 27517

Signing Officer

Name
Margaret H Requet
Title
Trustee
Phone
9199133802
Signed
2022-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41100 GRACE HALL
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029928
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021624
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021624
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01502 LONDON ROAD SUITE 200
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055812
ReturnHeader/PreparerPersonGrp/PhoneNum02187224705
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J PETERSON CPA
ReturnHeader/ReturnTs02022-04-13T16:11:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGARET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REQUET
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$455,299
Liabilities
$0
Net assets
$455,299
Revenue
$57,295
Expenses
$52,824
Net income
$4,471
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.27$0.06$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.11$0.05$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.06$0.05$1.01
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.06$0.05$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.01$0.01$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.04$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.10$0.02$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00