Civic Intelligence

Jordan Baumeister Scholarship Fund

EIN 46-4344893 • 501(c)3 • Media, PA

Profile

Support the wrestling program at the haverford school

105 Parkview CircleMedia, PA 19063-6318

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

93rd percentile

67%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

30%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-43%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$340,824

Up $74,058 (+28%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Up

$101,478

Up $44,434 (+78%) from 2022

Expenses

Up

$20,735

Up $16,735 (+418%) from 2022

Net Income

Up

$80,743

Up $27,699 (+52%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$400K$300K$200K$100K$0Assets 2022: $266,766Liabilities 2022: $0Net Assets 2022: $266,7662022Assets 2023: $340,824Liabilities 2023: $02023

Highlighted filing

2023

Assets$340,824
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0Revenue 2022: $57,044Expenses 2022: $4,000Net Income 2022: $53,0442022Revenue 2023: $101,478Expenses 2023: $20,735Net Income 2023: $80,7432023

Highlighted filing

2023

Revenue$101,478
Expenses$20,735
Net Income$80,743
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$340,824
Liabilities
$0
Net assets
-
Revenue
$101,478
Expenses
$20,735
Net income
$80,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.41$0.00$1.01$0.21$0.81
2022Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.57$0.04$0.53
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 8, 2023
Return Version
2022v5.0
Gross Receipts
$57,044
Mission and Program Overview

Mission

Support the wrestling program at the haverford school

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$236,533$266,766▲ $30,233
Cash and Non-Interest-Bearing Accounts$91,461$142,769▲ $51,308
Investments in Publicly Traded Securities$145,072$123,997▼ $21,075
Total Assets$236,533$266,766▲ $30,233
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$236,533$266,766▲ $30,233
Total Liabilities and Net Assets / Fund Balance$236,533$266,766▲ $30,233
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Bruce KennettPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$55,308
Investment Income
$1,736
Other Revenue
$0
Change in Net Assets
$53,044
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$4,000--$4,000
Total Functional Expenses$4,000$0$0$4,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Jordan Baumeister Scholarship Fund
EIN
46-4344893
Address
105 PARKVIEW CIRCLE, MEDIA, PA 19063-6318

Signing Officer

Name
Bruce Kennett
Title
President
Signed
2023-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Kennett
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Touey & Company LLC Cpas
Address
223 N MONROE ST, MEDIA, PA 19063-3019
Preparer
William Touey Jr
Phone
6106227272
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Equipment purchase for haverford school wrestling program”

Raw XML Appendix210 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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IRS990/BooksInCareOfDetail/PhoneNum06106930757
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011 SHEPHBRD RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MALVERN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019355
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt04000
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt053044
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IRS990/CYTotalFundraisingExpenseAmt00
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IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt057044
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01736
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01736
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0145072
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0123997
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT THE WRESTLING PROGRAM AT THE HAVERFORD SCHOOL
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0236533
IRS990/NetAssetsOrFundBalancesEOYAmt0266766
IRS990/NetUnrlzdGainsLossesInvstAmt0-22811
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0WRESTLING EQUIPMENT
IRS990/OtherExpensesGrp/ProgramServicesAmt04000
IRS990/OtherExpensesGrp/TotalAmt04000
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRUCE KENNETT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FUNDRAISING EVENTS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt055308
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt055308
IRS990/ProgSrvcAccomActyOtherGrp/Desc0EQUIPMENT PURCHASE FOR HAVERFORD SCHOOL WRESTLING PROGRAM
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt04000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt053044
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0236533
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0266766
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EQUIPMENT PURCHASE FOR HAVERFORD SCHOOL WRESTLING PROGRAM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0236533
IRS990/TotalAssetsEOYAmt0266766
IRS990/TotalAssetsGrp/BOYAmt0236533
IRS990/TotalAssetsGrp/EOYAmt0266766
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04000
IRS990/TotalFunctionalExpensesGrp/TotalAmt04000
IRS990/TotalGrossUBIAmt00
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IRS990/USAddress/ZIPCd019063
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE KENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JORDAN BAUMEISTER SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0JORD
ReturnHeader/Filer/EIN0464344893
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ReturnHeader/Filer/USAddress/CityNm0MEDIA
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ReturnHeader/Filer/USAddress/ZIPCd0190636318
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM TOUEY JR
ReturnHeader/ReturnTs02023-11-08T13:42:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KENNETT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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