Civic Intelligence

The Bacardi Family Foundation

EIN 54-1854752 • Charlottesville, VA

809 Bolling Ave Unit CCharlottesville, VA 22902
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

2.62x

Higher debt load relative to assets than 97% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

1.33x

Higher debt load relative to revenue than 96% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

19th percentile

-36%

Higher net margin than 19% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

28th percentile

-27%

Faster asset growth than 28% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-60%

Faster revenue growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$14,887

Down $5,443 (-27%) from 2023

Liabilities

Up

$38,950

Up $5,000 (+15%) from 2023

Net Assets

Down

-$24,063

Down $10,443 (-77%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin19th percentile

Revenue

Down

$29,205

Down $43,084 (-60%) from 2023

Expenses

Down

$39,648

Down $61,360 (-61%) from 2023

Net Income

Up

-$10,443

Up $18,276 (+64%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0-$200KAssets 2012: $34,812Liabilities 2012: $5,0422012Assets 2013: $128,523Liabilities 2013: $5,042Net Assets 2013: $123,4812013Assets 2014: $122,197Liabilities 2014: $7,433Net Assets 2014: $114,7642014Assets 2015: $43,617Liabilities 2015: $26,144Net Assets 2015: $17,4732015Assets 2016: $15,853Liabilities 2016: $26,144Net Assets 2016: -$10,2912016Assets 2017: $4,409Liabilities 2017: $24,644Net Assets 2017: -$20,2352017Assets 2018: $26,672Liabilities 2018: $0Net Assets 2018: $26,6722018Assets 2019: $120,770Liabilities 2019: $74,048Net Assets 2019: $46,7222019Assets 2020: $413,804Liabilities 2020: $355,750Net Assets 2020: $58,0542020Assets 2021: $167,825Liabilities 2021: $44,768Net Assets 2021: $123,0572021Assets 2022: $38,668Liabilities 2022: $23,569Net Assets 2022: $15,0992022Assets 2023: $20,330Liabilities 2023: $33,950Net Assets 2023: -$13,6202023Assets 2024: $14,887Liabilities 2024: $38,950Net Assets 2024: -$24,0632024

Highlighted filing

2024

Assets$14,887
Liabilities$38,950
Net Assets-$24,063
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $43,007Expenses 2012: $8,897Net Income 2012: $34,1102012Expenses 2013: $36,8552013Revenue 2014: $69,426Expenses 2014: $78,143Net Income 2014: -$8,7172014Revenue 2015: $40,925Expenses 2015: $138,216Net Income 2015: -$97,2912015Revenue 2016: $17,130Expenses 2016: $44,894Net Income 2016: -$27,7642016Revenue 2017: $32,464Expenses 2017: $42,408Net Income 2017: -$9,9442017Revenue 2018: $141,929Expenses 2018: $95,022Net Income 2018: $46,9072018Revenue 2019: $346,219Expenses 2019: $326,169Net Income 2019: $20,0502019Revenue 2020: $830,263Expenses 2020: $801,355Net Income 2020: $28,9082020Revenue 2021: $993,892Expenses 2021: $931,731Net Income 2021: $62,1612021Revenue 2022: $457,412Expenses 2022: $577,762Net Income 2022: -$120,3502022Revenue 2023: $72,289Expenses 2023: $101,008Net Income 2023: -$28,7192023Revenue 2024: $29,205Expenses 2024: $39,648Net Income 2024: -$10,4432024

Highlighted filing

2024

Revenue$29,205
Expenses$39,648
Net Income-$10,443
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,887
Liabilities
$38,950
Net assets
-$24,063
Revenue
$29,205
Expenses
$39,648
Net income
-$10,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.15$0.39$0.24$0.29$0.40$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.34$0.14$0.72$1.01$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.24$0.15$4.57$5.78$1.20
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.45$1.23$9.94$9.32$0.62
2020Detailed filing. Detailed filing data is available for this year.$4.14$3.56$0.58$8.30$8.01$0.29
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.74$0.47$3.46$3.26$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$1.42$0.95$0.47
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.25$0.20$0.32$0.42$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.26$0.10$0.17$0.45$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.26$0.17$0.41$1.38$0.97
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.07$1.15$0.69$0.78$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.05$1.23$0.37
2012Summary only. Only limited summary data is available for this year.$0.35$0.05$0.43$0.09$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Feb 12, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEATRIZ CASALSDirector-$0--
KEVIN O'BRIENExecutive Director-$0--
ROBERT O'BRIENTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Bacardi Family Foundation
EIN
54-1854752
Phone
4349798900
Address
809 BOLLING AVE UNIT C, CHARLOTTESVILLE, VA 22902

Signing Officer

Name
ROBERT O'BRIEN
Title
Treasurer
Phone
4349798900
Signed
2025-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Iventure Accounting Group
Address
10427 NORTH STREET SUITE 101, FAIRFAX, VA 22030
Preparer
John Lancaster
Phone
3019770090
Raw XML Appendix338 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASSOCIACION DE CUENTAPROPISTAS ORIENTAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FREEDOM SYNERGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0CALLE 13 NMERO 67A ENTRE 14 Y 16
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0REPARTO AEROPUERTO VIEJO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0CU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0BAYAMO, PROVINCIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0500 S DIXIE HWY STE 304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CORAL GABLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033146
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07051
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0981
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0981
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt096150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0248584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt037111
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0768192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt040577
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt040577
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01159180
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09143
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt096150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0248584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt037111
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0768192
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010124
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09143
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01199757
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01190614
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT O'BRIEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0809 BOLLING AVE UNIT C
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022902
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt029205
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01584
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SECURITY DEPOSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01584
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01584
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES AND PERMITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE AND DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0123
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt154
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2624
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31029
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt154
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2624
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31029
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0752
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARDS PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0752
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01243
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01243
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01830
TaxesSchedule/TaxesDetail/Amt01830
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT O'BRIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04349798900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BACARDI FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BACA
ReturnHeader/Filer/EIN0541854752
ReturnHeader/Filer/PhoneNum04349798900
ReturnHeader/Filer/USAddress/AddressLine1Txt0809 BOLLING AVE UNIT C
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022902
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822571311
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IVENTURE ACCOUNTING GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010427 NORTH STREET SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022030
ReturnHeader/PreparerPersonGrp/PhoneNum03019770090
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN LANCASTER
ReturnHeader/ReturnTs02025-02-12T14:39:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

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