Civic Intelligence

The Baxa Family Foundation

EIN 47-1562477 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

24th percentile

-22%

Higher net margin than 24% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

48th percentile

-3.1%

Faster asset growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

179%

Faster revenue growth than 94% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$225,228

Down $7,214 (-3.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$225,228

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin24th percentile

Revenue

Up

$32,945

Up $21,132 (+179%) from 2023

Expenses

Up

$40,159

Up $8,054 (+25%) from 2023

Net Income

Up

-$7,214

Up $13,078 (+64%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$300K$200K$100K$0Assets 2014: $274,156Liabilities 2014: $02014Assets 2015: $287,280Liabilities 2015: $0Net Assets 2015: $287,2802015Assets 2016: $295,901Liabilities 2016: $0Net Assets 2016: $295,9012016Assets 2017: $280,756Liabilities 2017: $0Net Assets 2017: $280,7562017Assets 2018: $270,863Liabilities 2018: $0Net Assets 2018: $270,8632018Assets 2019: $236,520Liabilities 2019: $0Net Assets 2019: $236,5202019Assets 2020: $281,209Liabilities 2020: $0Net Assets 2020: $281,2092020Assets 2021: $267,636Liabilities 2021: $0Net Assets 2021: $267,6362021Assets 2022: $252,734Liabilities 2022: $0Net Assets 2022: $252,7342022Assets 2023: $232,442Liabilities 2023: $12023Assets 2024: $225,228Liabilities 2024: $0Net Assets 2024: $225,2282024

Highlighted filing

2024

Assets$225,228
Liabilities$0
Net Assets$225,228
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $280,006Expenses 2014: $5,850Net Income 2014: $274,1562014Revenue 2015: $57,869Expenses 2015: $44,745Net Income 2015: $13,1242015Revenue 2016: $50,686Expenses 2016: $42,065Net Income 2016: $8,6212016Revenue 2017: $35,182Expenses 2017: $50,327Net Income 2017: -$15,1452017Revenue 2018: $60,101Expenses 2018: $69,994Net Income 2018: -$9,8932018Revenue 2019: $37,595Expenses 2019: $71,938Net Income 2019: -$34,3432019Revenue 2020: $94,719Expenses 2020: $50,030Net Income 2020: $44,6892020Revenue 2021: $45,327Expenses 2021: $58,900Net Income 2021: -$13,5732021Revenue 2022: $41,232Expenses 2022: $56,134Net Income 2022: -$14,9022022Revenue 2023: $11,813Expenses 2023: $32,105Net Income 2023: -$20,2922023Revenue 2024: $32,945Expenses 2024: $40,159Net Income 2024: -$7,2142024

Highlighted filing

2024

Revenue$32,945
Expenses$40,159
Net Income-$7,214
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$225,228
Liabilities
$0
Net assets
$225,228
Revenue
$32,945
Expenses
$40,159
Net income
-$7,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.33$0.40$0.07
2023Summary only. Only limited summary data is available for this year.$2.32$0.00$0.12$0.32$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$0.41$0.56$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$0.45$0.59$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.95$0.50$0.45
2019Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.38$0.72$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.60$0.70$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.35$0.50$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.51$0.42$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.58$0.45$0.13
2014Summary only. Only limited summary data is available for this year.$2.74$0.00$2.80$0.06$2.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine B AndriousDirector-$0--
Carole C BaxaDir, Sec, VP-$0--
David B BaxaPres, Dir, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Baxa Family Foundation
EIN
47-1562477
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
David Baxa
Title
President
Phone
8008391754
Signed
2025-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix311 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David B Baxa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Funds to support the purchase of a Ford F-150 for use in supporting maintenance activities by the University's Physical Plant Department
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SHENANDOAH UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11460 UNIVERSITY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2577 KERN SPRINGS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PAOLI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WINCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WOODSTOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222664
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010500
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/AppliedToCurrentYearAmt09392
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09392
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03990
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029730
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022715
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt043286
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt043286
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt095683
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03990
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027226
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029730
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022715
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021414
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012022
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0138969
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0126947
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Baxa Carole C
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Baxa David B
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0411 N Loudoun St Unit 105
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1411 N Loudoun St Unit 105
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Winchester
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Winchester
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022602
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd122602
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15100
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NET LIFE INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010889
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt053
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010889
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt153
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt218110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0482
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0482
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Extension for 2023
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Baxa
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Baxa Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BAXA
ReturnHeader/Filer/EIN0471562477
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-09-11T11:51:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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