Civic Intelligence

Bailey a Thomas Memorial Fund

990PF • Fiscal year 2022 • EIN 52-6692854

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

8512 Valleyfield RoadLutherville, MD 21093-3927

(410) 321-7748

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

16th percentile

-34%

Higher net margin than 16% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

62nd percentile

6.3%

Faster asset growth than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-71%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$6,578

Up $391 (+6.3%) from 2021

Net Assets

Up

$6,578

Up $391 (+6.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$563

Down $1,385 (-71%) from 2021

Expenses

Down

$754

Down $1,977 (-72%) from 2021

Net Income

Up

-$191

Up $592 (+76%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$6,578
Liabilities$0
Net Assets$6,578

Operations Trend

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

2022

Revenue$563
Expenses$754
Net Income-$191
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

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
Address
8512 Valleyfield Road, Lutherville, MD 21093-3927

Signing Officer

Name
John H Thomas
Title
Trustee
Signed
2023-05-15
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 Appendix225 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0David M. Satterfield, CPA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0400
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Explanation of Late Payment of Annual Disbursement Payment The check was mail late because Trustee f
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Explanation of Late Payment of Annual Disbursement Payment The check was mail late because Trustee forgot to process payment before the end of 2022. Trustee realized the omittion and processed the payment in early Februrary mailing it out February 20 2023. The check written out for 2000 to the University of Baltimore for the continued funding of the Wilson Scholarship in the name of Bailey A. Thomas. This was the only distribution for 2022.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm044 shares of Washington Mutual Investor Fund CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2110 shares of Legg Mason Clearbridge Capital and Income Fund
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Frank B Thomas
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010801 Sandringham Road
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22704 Links Court
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0754
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Assets of the Fdtn are invested in Mutual Funds, div and int contributed to University of Baltimore for scholarships
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Mutual Funds are sold to generate cash to fund scholarships the Foundation contributes to University of Baltimore
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0John H Thomas
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08512 Valleyfield Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Lutherville
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0batmemorialfundverizon.net
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Jennifer J Thomas
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Frank B Thomas
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0University of Maryland Wilson Schol
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt01130 North Charles Street
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0754
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0754
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Service Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Misc Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0320
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt17
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0320
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0582
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in Market Value of Investments
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt027
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John H Thomas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bailey A Thomas Memorial Fund
ReturnHeader/Filer/BusinessNameControlTxt0BAIL
ReturnHeader/Filer/EIN0526692854
ReturnHeader/Filer/USAddress/AddressLine1Txt08512 Valleyfield Road
ReturnHeader/Filer/USAddress/CityNm0Lutherville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0210933927
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/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David M Satterfield
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-15T11:40:58-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Thomas
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2022Detailed filing. Detailed filing data is available for this year.$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