Civic Intelligence

Joseph D Baker Fund Inc.

990PF • Fiscal year 2018 • EIN 52-6039040

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

Organization Profile
1004 Rosemont AvenueFrederick, MD 21702

(301) 694-8180

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

9th percentile

-50%

Higher net margin than 9% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

35th percentile

-2.2%

Faster asset growth than 35% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,508,121

Down $33,740 (-2.2%) from 2017

Net Assets

Down

$1,508,121

Down $33,740 (-2.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin9th percentile

Revenue

Down

$67,914

Down $65,666 (-49%) from 2017

Expenses

Down

$101,654

Down $5,645 (-5.3%) from 2017

Net Income

Down

-$33,740

Down $60,021 (-228%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,436,082Liabilities 2011: $30Net Assets 2011: $1,436,0522011Assets 2012: $1,424,210Liabilities 2012: $62Net Assets 2012: $1,424,1482012Assets 2013: $1,458,125Liabilities 2013: $625Net Assets 2013: $1,457,5002013Assets 2014: $1,478,902Liabilities 2014: $1Net Assets 2014: $1,478,9012014Assets 2015: $1,505,824Liabilities 2015: $1Net Assets 2015: $1,505,8232015Assets 2016: $1,515,582Liabilities 2016: $2Net Assets 2016: $1,515,5802016Assets 2017: $1,541,861Liabilities 2017: $0Net Assets 2017: $1,541,8612017Assets 2018: $1,508,121Liabilities 2018: $0Net Assets 2018: $1,508,1212018Assets 2019: $1,526,847Liabilities 2019: $0Net Assets 2019: $1,526,8472019Assets 2020: $1,504,727Liabilities 2020: $0Net Assets 2020: $1,504,7272020Assets 2021: $1,554,060Liabilities 2021: $0Net Assets 2021: $1,554,0602021Assets 2022: $1,533,542Liabilities 2022: $0Net Assets 2022: $1,533,5422022Assets 2023: $1,558,194Liabilities 2023: $0Net Assets 2023: $1,558,1942023Assets 2024: $1,517,767Liabilities 2024: $0Net Assets 2024: $1,517,7672024

Highlighted filing

2018

Assets$1,508,121
Liabilities$0
Net Assets$1,508,121
Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $95,2242011Expenses 2012: $98,6772012Revenue 2013: $118,836Expenses 2013: $85,484Net Income 2013: $33,3522013Revenue 2014: $113,897Expenses 2014: $92,496Net Income 2014: $21,4012014Revenue 2015: $135,310Expenses 2015: $108,388Net Income 2015: $26,9222015Revenue 2016: $110,427Expenses 2016: $100,670Net Income 2016: $9,7572016Revenue 2017: $133,580Expenses 2017: $107,299Net Income 2017: $26,2812017Revenue 2018: $67,914Expenses 2018: $101,654Net Income 2018: -$33,7402018Revenue 2019: $131,410Expenses 2019: $112,684Net Income 2019: $18,7262019Revenue 2020: $98,643Expenses 2020: $120,763Net Income 2020: -$22,1202020Revenue 2021: $158,112Expenses 2021: $108,779Net Income 2021: $49,3332021Revenue 2022: $86,955Expenses 2022: $107,473Net Income 2022: -$20,5182022Revenue 2023: $137,034Expenses 2023: $112,382Net Income 2023: $24,6522023Revenue 2024: $92,524Expenses 2024: $133,657Net Income 2024: -$41,1332024

Highlighted filing

2018

Revenue$67,914
Expenses$101,654
Net Income-$33,740
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH D BAKERDirector-$0--
CH RANDOLPH LYON JRDirector-$0--
DR PETER LYONDirector-$0--
JOSEPH D BAKER JRDirector-$0--
GRAHAM C BAKERDirector-$0--
JOHN W BAKERDirector-$0--
BENJAMIN L TYLERDirector-$0--
GERALDINE B HICKSDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Joseph D Baker Fund Inc
EIN
52-6039040
Phone
3016948180
Address
1004 ROSEMONT AVENUE, FREDERICK, MD 21702

Signing Officer

Name
Geraldine B Hicks
Title
Director
Phone
3016948180
Signed
2019-05-01

Preparer

Firm
Elliott CPA LLC
Address
237 W PATRICK ST, FREDERICK, MD 21701-6934
Preparer
Melinda a Elliott CPA
Phone
2404394095
Raw XML AppendixShowing 400 of 738 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/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01143
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOSEPH D BAKER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4GRAHAM C BAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JOHN W BAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6BENJAMIN L TYLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7GERALDINE B HICKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01004 ROSEMONT AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11102 ELM TREE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24048 SW GREENLEAF DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34867 SPENCER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46044 MT PHILLIP ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt513 PENNSYLVANIA AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6162 CRESCENT AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71004 ROSEMONT AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FREDERICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAKE FOREST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SCHWENKSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4FREDERICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5WALKERSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7FREDERICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd319473
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd421703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd521793
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd640206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd721701
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt095350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt096239
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0100000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt097500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0103164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt087800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt080500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043458
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.039728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02145937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02220417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02144701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02127913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02020346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02026282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt095000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.222165
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt095000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt095000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt095000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,508,121
Liabilities
$0
Net assets
$1,508,121
Revenue
$67,914
Expenses
$101,654
Net income
-$33,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.09$0.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.14$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09$0.11$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.16$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.13$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.07$0.10$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.13$0.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.11$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.14$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.12$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10