Civic Intelligence

The Frederick S Balsam Sr Charitable Trust

990PF • Fiscal year 2017 • EIN 52-1602528

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

794 Erikasview DriveWestminster, MD 21157

(301) 807-7244

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-184%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

50th percentile

1.1%

Faster asset growth than 50% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

89%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$290,474

Up $3,058 (+1.1%) from 2016

Net Assets

Up

$290,474

Up $3,058 (+1.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$11,888

Up $5,598 (+89%) from 2016

Expenses

Up

$33,813

Up $97 (+0.3%) from 2016

Net Income

Up

-$21,925

Up $5,501 (+20%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $282,108Liabilities 2011: $0Net Assets 2011: $282,1082011Assets 2012: $304,184Liabilities 2012: $0Net Assets 2012: $304,1842012Assets 2013: $325,514Liabilities 2013: $0Net Assets 2013: $325,5142013Assets 2014: $331,822Liabilities 2014: $0Net Assets 2014: $331,8222014Assets 2015: $287,674Liabilities 2015: $0Net Assets 2015: $287,6742015Assets 2016: $287,416Liabilities 2016: $0Net Assets 2016: $287,4162016Assets 2017: $290,474Liabilities 2017: $0Net Assets 2017: $290,4742017Assets 2018: $239,556Liabilities 2018: $0Net Assets 2018: $239,5562018Assets 2019: $257,135Liabilities 2019: $0Net Assets 2019: $257,1352019Assets 2020: $284,138Liabilities 2020: $0Net Assets 2020: $284,1382020Assets 2022: $256,068Liabilities 2022: $0Net Assets 2022: $256,0682022Assets 2023: $274,664Liabilities 2023: $0Net Assets 2023: $274,6642023Assets 2024: $300,161Liabilities 2024: $0Net Assets 2024: $300,1612024

Highlighted filing

2017

Assets$290,474
Liabilities$0
Net Assets$290,474

Operations Trend

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

$40K$20K$0-$20K-$40KExpenses 2011: $10,1232011Expenses 2012: $9,3652012Revenue 2013: $20,598Expenses 2013: $16,889Net Income 2013: $3,7092013Revenue 2014: $6,317Expenses 2014: $11,078Net Income 2014: -$4,7612014Revenue 2015: $5,572Expenses 2015: $34,885Net Income 2015: -$29,3132015Revenue 2016: $6,290Expenses 2016: $33,716Net Income 2016: -$27,4262016Revenue 2017: $11,888Expenses 2017: $33,813Net Income 2017: -$21,9252017Revenue 2018: $8,483Expenses 2018: $36,546Net Income 2018: -$28,0632018Revenue 2019: $10,091Expenses 2019: $34,557Net Income 2019: -$24,4662019Revenue 2020: $8,731Expenses 2020: $12,099Net Income 2020: -$3,3682020Revenue 2022: $5,489Expenses 2022: $9,439Net Income 2022: -$3,9502022Revenue 2023: $5,861Expenses 2023: $10,936Net Income 2023: -$5,0752023Revenue 2024: $5,945Expenses 2024: $12,920Net Income 2024: -$6,9752024

Highlighted filing

2017

Revenue$11,888
Expenses$33,813
Net Income-$21,925
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED S BALSAM JRTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHUEBNER DENTALCHARITABLE501(C)(3)SAN ANTONIO, TX, US$15,000
Paid GrantFRONTIER LABOURERS FOR CHRISTCHARITABLE501(C)(3)HIGHLAND RANCH, CO, US$10,000
Paid GrantWAKEFIELD VALLEY BIBLE CHURCHCHARITABLE501(C)(3)WESTMINSTER, MD, US$6,500
Paid GrantFELLOWSHIP OF CHRISTIAN ATHLETESCHARITABLE501(C)(3)BROOKVILLE, MD, US$500
Paid GrantCHRISTIAN WORKERS FELLOWSHIPCHARITABLE501(C)(3)KANSAS CITY, KS, US$500
Paid GrantSALEM CHILDREN'S TRUSTCHARITABLE501(C)(3)FROSTBURG, MD, US$200
Paid GrantTHE TULGEY WOODCHARITABLE501(C)(3)SEATTLE, WA, US$200
Paid GrantGIDEON BIBLE DISTRIBUTIONSCHARITABLE501(C)(3)NASHVILLE, TN, US$200
Filing and Contact Details

Filer

Filer Name
The Fred S Balsam Sr Charitable Tr
EIN
52-1602528
Phone
3018077244
Address
794 ERIKASVIEW DRIVE, WESTMINSTER, MD 21157

Signing Officer

Name
Fred S Balsam Jr
Title
Trustee
Phone
3018077244
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Sturgill & Associates Llp
Address
20 LIBERTY ST - PO BOX 546, WESTMINSTER, MD 21158-0546
Preparer
Wayne D Miller
Phone
4108484460
Raw XML Appendix342 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/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013037
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013558
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013619
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt061
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0275324
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04148
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FELLOWSHIP OF CHRISTIAN ATHLETES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WAKEFIELD VALLEY BIBLE CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SALEM CHILDREN'S TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHRISTIAN WORKERS FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FRONTIER LABOURERS FOR CHRIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE TULGEY WOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6HUEBNER DENTAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7GIDEON BIBLE DISTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020515 GEORGIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12206 OLD NEW WINDSOR PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2605 SALEM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 12347
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 630382
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55737 CONISTON ROAD NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt69820 HUEBNER ROAD 107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 140800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt020515 GEORGIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt12206 OLD NEW WINDSOR PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2605 SALEM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3PO BOX 12347
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt4PO BOX 630382
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt55737 CONISTON ROAD NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt69820 HUEBNER ROAD 107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt7PO BOX 140800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WESTMINSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FROSTBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HIGHLAND RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020833
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd366044
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd598105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd678240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd737214
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033100
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/AppliedToCurrentYearAmt013558
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013558
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019427
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02946
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041915
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019427
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02946
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019542
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041915
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022373
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt024983
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON SECURITIES
TaxesSchedule/TaxesDetail/Amt063
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED S BALSAM JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03018077244
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FRED S BALSAM SR CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0521602528
ReturnHeader/Filer/PhoneNum03018077244
ReturnHeader/Filer/USAddress/AddressLine1Txt0794 ERIKASVIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0WESTMINSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021157
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01694DBA4A26443DEA7BD81C88A68D4D271F1E248
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01694DBA4A26443DEA7BD81C88A68D4D271F1E248
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.242.248.93
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm006:53:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521827777
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STURGILL & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 LIBERTY ST - PO BOX 546
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTMINSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0211580546
ReturnHeader/PreparerPersonGrp/PhoneNum04108484460
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE D MILLER
ReturnHeader/ReturnTs02018-05-10T07:53:57-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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