Civic Intelligence

Bailey a Thomas Memorial Fund

990PF • Fiscal year 2016 • EIN 52-6692854

Jan 01, 2016 to Dec 31, 2016 • Filed on May 13, 2017

Organization Profile
8512 Valleyfield RoadLutherville, MD 21093-3927

(410) 321-0470

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-152%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$13,285

Down $2,863 (-18%) from 2015

Net Assets

$13,285

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Up

$1,885

Up $345 (+22%) from 2015

Expenses

Up

$4,748

Up $83 (+1.8%) from 2015

Net Income

Up

-$2,863

Up $262 (+8.4%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$30K$20K$10K$0Assets 2011: $29,072Liabilities 2011: $4002011Assets 2012: $25,208Liabilities 2012: $4002012Assets 2013: $21,913Liabilities 2013: $02013Assets 2014: $19,273Liabilities 2014: $0Net Assets 2014: $19,2732014Assets 2015: $16,148Liabilities 2015: $02015Assets 2016: $13,285Liabilities 2016: $0Net Assets 2016: $13,2852016Assets 2017: $12,323Liabilities 2017: $0Net Assets 2017: $12,3232017Assets 2018: $10,520Liabilities 2018: $0Net Assets 2018: $10,5202018Assets 2019: $9,505Liabilities 2019: $0Net Assets 2019: $9,5052019Assets 2020: $7,589Liabilities 2020: $0Net Assets 2020: $7,5892020Assets 2021: $6,187Liabilities 2021: $0Net Assets 2021: $6,1872021Assets 2022: $6,578Liabilities 2022: $0Net Assets 2022: $6,5782022Assets 2023: $3,670Liabilities 2023: $0Net Assets 2023: $3,6702023Assets 2024: $4,195Liabilities 2024: $0Net Assets 2024: $4,1952024

Highlighted filing

2016

Assets$13,285
Liabilities$0
Net Assets$13,285
Open 2016 Filing

Operations Trend

Revenue Growth76th percentile

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

$5.0K$0-$5.0KRevenue 2011: $514Expenses 2011: $4,495Net Income 2011: -$3,9812011Revenue 2012: $649Expenses 2012: $4,495Net Income 2012: -$3,8462012Revenue 2013: $1,223Expenses 2013: $4,518Net Income 2013: -$3,2952013Revenue 2014: $2,027Expenses 2014: $4,517Net Income 2014: -$2,4902014Revenue 2015: $1,540Expenses 2015: $4,665Net Income 2015: -$3,1252015Revenue 2016: $1,885Expenses 2016: $4,748Net Income 2016: -$2,8632016Revenue 2017: $1,774Expenses 2017: $2,738Net Income 2017: -$9642017Revenue 2018: $926Expenses 2018: $2,729Net Income 2018: -$1,8032018Revenue 2019: $1,714Expenses 2019: $2,729Net Income 2019: -$1,0152019Revenue 2020: $804Expenses 2020: $2,720Net Income 2020: -$1,9162020Revenue 2021: $1,948Expenses 2021: $2,731Net Income 2021: -$7832021Revenue 2022: $563Expenses 2022: $754Net Income 2022: -$1912022Revenue 2023: $1,820Expenses 2023: $4,728Net Income 2023: -$2,9082023Revenue 2024: $1,245Expenses 2024: $2,720Net Income 2024: -$1,4752024

Highlighted filing

2016

Revenue$1,885
Expenses$4,748
Net Income-$2,863
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank B ThomasTrustee-$0--
John H ThomasTrustee-$0--
Gregory J ThomasTrustee-$0--
Jennifer ThomasTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bailey A Thomas Memorial Fund
EIN
52-6692854
Phone
4103210470
Address
8512 Valleyfield Road, Lutherville, MD 21093-3927

Signing Officer

Name
John H Thomas
Title
Trustee
Signed
2017-05-13
Discuss with paid preparer
Yes

Preparer

Firm
David M Satterfield CPA
Address
806 Dartmoor Road, Lutherville, MD 21093-3919
Preparer
David M Satterfield
Phone
4108280967
Raw XML Appendix259 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/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/DistributableAsAdjustedAmt0-19
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Brokerage Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0333
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John H Thomas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bailey A Thomas Memorial Fund
ReturnHeader/Filer/BusinessNameControlTxt0BAIL
ReturnHeader/Filer/EIN0526692854
ReturnHeader/Filer/PhoneNum04103210470
ReturnHeader/Filer/USAddress/AddressLine1Txt08512 Valleyfield Road
ReturnHeader/Filer/USAddress/CityNm0Lutherville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0210933927
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00FBA47A05413EBC5EF3E1B487ADE3B9CA6F952EF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00FBA47A05413EBC5EF3E1B487ADE3B9CA6F952EF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.117.56.72
ReturnHeader/FilingSecurityInformation/IPDt02017-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:34:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David M Satterfield CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0806 Dartmoor Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lutherville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0210933919
ReturnHeader/PreparerPersonGrp/PhoneNum04108280967
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David M Satterfield
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-13T09:44:05-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,285
Liabilities
$0
Net assets
$13,285
Revenue
$1,885
Expenses
$4,748
Net income
-$2,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$1.25$2.72$1.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$1.82$4.73$2.91
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.58$0.00$6.58$0.56$0.75$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$0.00$6.19$1.95$2.73$0.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.59$0.00$7.59$0.80$2.72$1.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.51$0.00$9.51$1.71$2.73$1.02
2018Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.93$2.73$1.80
2017Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$1.77$2.74$0.96
2016Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$1.89$4.75$2.86
2015Summary only. Only limited summary data is available for this year.$16.1$0.00$1.54$4.67$3.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.00$19.3$2.03$4.52$2.49
2013Summary only. Only limited summary data is available for this year.$21.9$0.00$1.22$4.52$3.30
2012Summary only. Only limited summary data is available for this year.$25.2$0.40$0.65$4.50$3.85
2011Summary only. Only limited summary data is available for this year.$29.1$0.40$0.51$4.50$3.98
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits