Civic Intelligence

The Charles T Bauer Charitable Foundation

990PF • Fiscal year 2015 • EIN 47-6309118

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profile
901 South Bond StreetBaltimore, MD 21231

(410) 537-5400

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2015 filings • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

9th percentile

0.00x

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

2015 filings • $50M-$100M nonprofits • Source year 2015

Net Margin

10th percentile

-23%

Higher net margin than 10% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

14th percentile

$75,000

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2015 filings • $50M-$100M nonprofits • Source year 2015

Asset Growth

30th percentile

-1.5%

Faster asset growth than 30% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$92,160,434

Down $1,402,803 (-1.5%) from 2014

Net Assets

$92,160,434

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin10th percentile

Revenue

Down

$6,001,899

Down $4,157,511 (-41%) from 2014

Expenses

Up

$7,405,202

Up $937,244 (+14%) from 2014

Net Income

Down

-$1,403,303

Down $5,094,755 (-138%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$150M$100M$50M$0Assets 2014: $93,563,237Liabilities 2014: $02014Assets 2015: $92,160,434Liabilities 2015: $0Net Assets 2015: $92,160,4342015Assets 2016: $92,286,638Liabilities 2016: $0Net Assets 2016: $92,286,6382016Assets 2017: $94,456,856Liabilities 2017: $0Net Assets 2017: $94,456,8562017Assets 2018: $98,394,653Liabilities 2018: $0Net Assets 2018: $98,394,6532018Assets 2019: $98,477,818Liabilities 2019: $0Net Assets 2019: $98,477,8182019Assets 2020: $98,047,557Liabilities 2020: $0Net Assets 2020: $98,047,5572020Assets 2021: $103,556,326Liabilities 2021: $0Net Assets 2021: $103,556,3262021Assets 2022: $101,874,821Liabilities 2022: $0Net Assets 2022: $101,874,8212022Assets 2023: $103,243,578Liabilities 2023: $0Net Assets 2023: $103,243,5782023Assets 2024: $105,881,031Liabilities 2024: $0Net Assets 2024: $105,881,0312024

Highlighted filing

2015

Assets$92,160,434
Liabilities$0
Net Assets$92,160,434
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $10,159,410Expenses 2014: $6,467,958Net Income 2014: $3,691,4522014Revenue 2015: $6,001,899Expenses 2015: $7,405,202Net Income 2015: -$1,403,3032015Revenue 2016: $5,976,042Expenses 2016: $5,843,038Net Income 2016: $133,0042016Revenue 2017: $8,507,751Expenses 2017: $6,337,533Net Income 2017: $2,170,2182017Revenue 2018: $10,352,715Expenses 2018: $6,414,918Net Income 2018: $3,937,7972018Revenue 2019: $7,461,507Expenses 2019: $7,378,342Net Income 2019: $83,1652019Revenue 2020: $6,889,193Expenses 2020: $7,319,454Net Income 2020: -$430,2612020Revenue 2021: $13,016,758Expenses 2021: $7,507,989Net Income 2021: $5,508,7692021Revenue 2022: $6,159,024Expenses 2022: $7,840,529Net Income 2022: -$1,681,5052022Revenue 2023: $7,967,934Expenses 2023: $6,599,177Net Income 2023: $1,368,7572023Revenue 2024: $10,271,410Expenses 2024: $7,633,957Net Income 2024: $2,637,4532024

Highlighted filing

2015

Revenue$6,001,899
Expenses$7,405,202
Net Income-$1,403,303
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet Bauer HartmanTrusteePT$75,000-$75,000
Theodore Wingate BauerTrusteePT$75,000-$75,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-See attachment-purposes, MD, US$5,595,000
Filing and Contact Details

Filer

Filer Name
The Charles T Bauer Charitable
EIN
47-6309118
Phone
4105375400
Address
901 South Bond Street, Baltimore, MD 21231

Signing Officer

Name
Janet Bauer Hartman
Title
Trustee
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Raw XML Appendix348 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0110423300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0110974217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0103721943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt094636723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt093991219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt087261377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05709361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.235929
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05667421
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05709361
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt041940
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05709361
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0901 South Bond Street Suite 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Baltimore
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021231
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Stanard Klinefelter
IRS990PF/StatementsRegardingActyGrp/PhoneNum04105375400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05595000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0State and zipcode for e-filing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021231
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05595000
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/AppliedToCurrentYearAmt01504811
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04204550
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05479225
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05709361
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03974414
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04204550
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt066667
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Enviro Technologies Sr Promissory Note
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt066667
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt066667
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Application fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Bond amortization expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Custody fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5K-1 expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0850
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13882
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0351
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt148044
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt215813
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31231203
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0351
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt248044
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt315813
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43882
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51235817
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 passthrough income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0344177
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0350423
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Book/tax difference
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0284645
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0284645
TaxesSchedule/TaxesDetail/Amt044000
TaxesSchedule/TaxesDetail/Amt17543
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07543
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Janet Bauer Hartman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Charles T Bauer Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0476309118
ReturnHeader/Filer/PhoneNum04105375400
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 South Bond Street
ReturnHeader/Filer/USAddress/CityNm0Baltimore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770275132
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody Blazek
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-15T07:18:34-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,160,434
Liabilities
$0
Net assets
$92,160,434
Revenue
$6,001,899
Expenses
$7,405,202
Net income
-$1,403,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$106$0.00$106$10.3$7.63$2.64
2023Detailed filing. Detailed filing data is available for this year.$103$0.00$103$7.97$6.60$1.37
2022Detailed filing. Detailed filing data is available for this year.$102$0.00$102$6.16$7.84$1.68
2021Detailed filing. Detailed filing data is available for this year.$104$0.00$104$13.0$7.51$5.51
2020Detailed filing. Detailed filing data is available for this year.$98.0$0.00$98.0$6.89$7.32$0.43
2019Detailed filing. Detailed filing data is available for this year.$98.5$0.00$98.5$7.46$7.38$0.08
2018Detailed filing. Detailed filing data is available for this year.$98.4$0.00$98.4$10.4$6.41$3.94
2017Detailed filing. Detailed filing data is available for this year.$94.5$0.00$94.5$8.51$6.34$2.17
2016Detailed filing. Detailed filing data is available for this year.$92.3$0.00$92.3$5.98$5.84$0.13
2015Detailed filing. Detailed filing data is available for this year.$92.2$0.00$92.2$6.00$7.41$1.40
2014Summary only. Only limited summary data is available for this year.$93.6$0.00$10.2$6.47$3.69
Peer Organizations

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