Civic Intelligence

Kenneth G Bacheller Charitable Foundation

990PF • Fiscal year 2020 • EIN 65-6234551

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

PO Box 160Boynton Beach, FL 33425

(561) 734-7639

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

21%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$456,769

Up $27,791 (+6.5%) from 2019

Net Assets

$456,769

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$58,295

Up $9,980 (+21%) from 2019

Expenses

Down

$30,504

Down $15,066 (-33%) from 2019

Net Income

Up

$27,791

Up $25,046 (+912%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $375,995Liabilities 2011: $02011Assets 2012: $379,747Liabilities 2012: $02012Assets 2013: $382,130Liabilities 2013: $02013Assets 2014: $383,608Liabilities 2014: $02014Assets 2015: $385,986Liabilities 2015: $02015Assets 2019: $428,978Liabilities 2019: $02019Assets 2020: $456,769Liabilities 2020: $0Net Assets 2020: $456,7692020Assets 2021: $488,819Liabilities 2021: $12021Assets 2022: $504,873Liabilities 2022: $0Net Assets 2022: $504,8732022Assets 2023: $503,446Liabilities 2023: $12023Assets 2024: $524,615Liabilities 2024: $0Net Assets 2024: $524,6152024

Highlighted filing

2020

Assets$456,769
Liabilities$0
Net Assets$456,769

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $44,169Expenses 2011: $41,970Net Income 2011: $2,1992011Revenue 2012: $45,304Expenses 2012: $41,552Net Income 2012: $3,7522012Revenue 2013: $44,190Expenses 2013: $41,807Net Income 2013: $2,3832013Revenue 2014: $44,242Expenses 2014: $41,862Net Income 2014: $2,3802014Revenue 2015: $44,188Expenses 2015: $41,810Net Income 2015: $2,3782015Revenue 2019: $48,315Expenses 2019: $45,570Net Income 2019: $2,7452019Revenue 2020: $58,295Expenses 2020: $30,504Net Income 2020: $27,7912020Revenue 2021: $63,891Expenses 2021: $31,841Net Income 2021: $32,0502021Revenue 2022: $53,292Expenses 2022: $37,238Net Income 2022: $16,0542022Revenue 2023: $36,152Expenses 2023: $37,579Net Income 2023: -$1,4272023Revenue 2024: $59,940Expenses 2024: $38,771Net Income 2024: $21,1692024

Highlighted filing

2020

Revenue$58,295
Expenses$30,504
Net Income$27,791
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAY BACHELLERTrustee-$0--
SUZANNE BACHELLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kenneth G Bacheller Charitable
EIN
65-6234551
Address
PO BOX 160, BOYNTON BEACH, FL 33425

Signing Officer

Name
Suzanne Bacheller
Title
Trustee
Signed
2021-05-05

Preparer

Firm
Weinstein Zugman LLC
Address
6301 NW 5TH WAY STE 4200, FT LAUDERDALE, FL 33309-2045
Preparer
George F Horvath
Phone
9543519000
Raw XML Appendix367 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0245316
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08023
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026342
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0526837
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0534860
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KAY BACHELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUZANNE BACHELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOYNTON BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOYNTON BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033425
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133425
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt015000
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
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUZANNE BACHELLER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 160
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOYNTON BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033425
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05617347639
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DONATION TO WENTWORH INSTITUTE OF TECHNOLOGY
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt015000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ENG. SCHOL. FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0ENGINEERING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0WENTWORTH INST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0550 HUNTINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt015000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05116
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09834
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011027
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010598
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0429
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024698
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05116
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09834
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09748
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025127
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035725
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0216166
LandEtcSchedule2/LandEtcGrp/BookValueAmt0168209
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0MONTEREY LEASE
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0384375
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01160
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID FEDERAL INCOME TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0880
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0880
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03480
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03480
TaxesSchedule/TaxesDetail/Amt0875
TaxesSchedule/TaxesDetail/Amt144
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt044
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE BACHELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNETH G BACHELLER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0656234551
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 160
ReturnHeader/Filer/USAddress/CityNm0BOYNTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033425
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200453834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEINSTEIN ZUGMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06301 NW 5TH WAY STE 4200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333092045
ReturnHeader/PreparerPersonGrp/PhoneNum09543519000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE F HORVATH
ReturnHeader/ReturnTs02021-05-13T12:55:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUZANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BACHELLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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