Civic Intelligence

Stephen R Baum Foundation

990EZ • Fiscal year 2021 • EIN 71-0881160

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 10, 2022

Organization Profile
6 Woodside RdWinchester, MA 01890-1729

(781) 721-7280

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

16th percentile

-24%

Faster asset growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

728%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$103,468

Down $33,471 (-24%) from 2020

Net Assets

$103,468

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin17th percentile

Revenue

Up

$136,766

Up $120,240 (+728%) from 2020

Expenses

Up

$170,237

Up $143,159 (+529%) from 2020

Net Income

Down

-$33,471

Down $22,919 (-217%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$300K$200K$100K$0Assets 2011: $214,308Liabilities 2011: $02011Assets 2012: $208,937Liabilities 2012: $02012Assets 2013: $236,541Liabilities 2013: $02013Assets 2014: $230,295Liabilities 2014: $02014Assets 2015: $193,386Liabilities 2015: $02015Assets 2016: $177,386Liabilities 2016: $02016Assets 2017: $171,834Liabilities 2017: $02017Assets 2018: $163,924Liabilities 2018: $02018Assets 2019: $147,491Liabilities 2019: $02019Assets 2020: $136,939Liabilities 2020: $02020Assets 2021: $103,468Liabilities 2021: $0Net Assets 2021: $103,4682021

Highlighted filing

2021

Assets$103,468
Liabilities$0
Net Assets$103,468
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$200K$100K$0-$100KRevenue 2011: $13,437Expenses 2011: $27,579Net Income 2011: -$14,1422011Revenue 2012: $32,994Expenses 2012: $38,366Net Income 2012: -$5,3722012Revenue 2013: $55,766Expenses 2013: $28,162Net Income 2013: $27,6042013Revenue 2014: $35,882Expenses 2014: $42,128Net Income 2014: -$6,2462014Revenue 2015: $20,696Expenses 2015: $57,605Net Income 2015: -$36,9092015Revenue 2016: $27,308Expenses 2016: $43,309Net Income 2016: -$16,0012016Revenue 2017: $26,282Expenses 2017: $31,834Net Income 2017: -$5,5522017Revenue 2018: $31,726Expenses 2018: $39,635Net Income 2018: -$7,9092018Revenue 2019: $12,770Expenses 2019: $31,150Net Income 2019: -$18,3802019Revenue 2020: $16,526Expenses 2020: $27,078Net Income 2020: -$10,5522020Revenue 2021: $136,766Expenses 2021: $170,237Net Income 2021: -$33,4712021

Highlighted filing

2021

Revenue$136,766
Expenses$170,237
Net Income-$33,471
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 10, 2022
Return Version
2021v4.0
Gross Receipts
$136,766
Mission and Program Overview

Mission

Raise and distribure funds for mobility equipment

Program Services

DescriptionGrantsExpenses
RAISED AND DISTRIBUTED FUNDS FOR OTHER PUBLIC CHARITES WITH SIMILAR MISSIONS$104,089$104,089
RAISED AND DISTRIBUTED FUNDS FOR WHEELCHAIRS, RAMPS AND ADAPTIVE EQUIPMENT$45,070$45,070
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LONI PAULPresidentPT$0--
BENJAMIN PAULTreasurer-$0--
LUKE OBRIENClerk-$0--
SAMUEL PAULDirector-$0--
JACLYN PAULDirector-$0--
Filing and Contact Details

Filer

Filer Name
Stephen R Baum Foundation
EIN
71-0881160
Phone
7817217280
Address
6 WOODSIDE RD, WINCHESTER, MA 01890-1729

Signing Officer

Name
Loni Paul
Title
President
Phone
7817217280
Signed
2022-06-10
Supplemental Narrative

Additional Explanations

Grant Recipients , Part 1, Line 10

“45, 070 granted to individuals with mobility issues. Ramps, wheelchairs, house modifications and adaptive equipment”

Grant Recipients, Part 1, Line 10

“104,089 granted to neads in princeton and mount snow adaptive ski program to fund their programs”

Raw XML Appendix145 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LONI PAUL
IRS990EZ/BooksInCareOfDetail/PhoneNum07817217280
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06 WOODSIDE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001890
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0136939
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0103468
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0861
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-33471
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt021000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0136939
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0103468
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0134904
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0149159
IRS990EZ/GrossReceiptsAmt0136766
IRS990EZ/InvestmentIncomeAmt01001
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0136939
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0103468
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0136939
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0103468
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LONI PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BENJAMIN PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LUKE OBRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAMUEL PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACLYN PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE AND DISTRIBURE FUNDS FOR MOBILITY EQUIPMENT
IRS990EZ/PrintingPublicationsPostageAmt078
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISED AND DISTRIBUTED FUNDS FOR WHEELCHAIRS, RAMPS AND ADAPTIVE EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RAISED AND DISTRIBUTED FUNDS FOR OTHER PUBLIC CHARITES WITH SIMILAR MISSIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045070
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1104089
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045070
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1104089
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0134904
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0170237
IRS990EZ/TotalProgramServiceExpensesAmt0149159
IRS990EZ/TotalRevenueAmt0136766
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0NONE
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08987
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028336
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt073973
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01001
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03783
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03390
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03012
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015193
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82960
IRS990ScheduleA/PublicSupportPY170Pct00.45000
IRS990ScheduleA/PublicSupportTotal170Amt073973
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0861
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012519
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08987
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt028336
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023270
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt073973
IRS990ScheduleA/TotalSupportAmt089166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt045, 070 GRANTED TO INDIVIDUALS WITH MOBILITY ISSUES. RAMPS, WHEELCHAIRS, HOUSE MODIFICATIONS AND ADAPTIVE EQUIPMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1104,089 GRANTED TO NEADS IN PRINCETON AND MOUNT SNOW ADAPTIVE SKI PROGRAM TO FUND THEIR PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0GRANT RECIPIENTS , PART 1, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1GRANT RECIPIENTS, PART 1, LINE 10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LONI PAUL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07817217280
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN R BAUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0710881160
ReturnHeader/Filer/PhoneNum07817217280
ReturnHeader/Filer/USAddress/AddressLine1Txt06 WOODSIDE RD
ReturnHeader/Filer/USAddress/CityNm0WINCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0018901729
ReturnHeader/ReturnTs02022-06-10T23:02:31Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,468
Liabilities
$0
Net assets
$103,468
Revenue
$136,766
Expenses
$170,237
Net income
-$33,471
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.37$1.70$0.33
2020Summary only. Only limited summary data is available for this year.$1.37$0.00$0.17$0.27$0.11
2019Summary only. Only limited summary data is available for this year.$1.47$0.00$0.13$0.31$0.18
2018Summary only. Only limited summary data is available for this year.$1.64$0.00$0.32$0.40$0.08
2017Summary only. Only limited summary data is available for this year.$1.72$0.00$0.26$0.32$0.06
2016Summary only. Only limited summary data is available for this year.$1.77$0.00$0.27$0.43$0.16
2015Summary only. Only limited summary data is available for this year.$1.93$0.00$0.21$0.58$0.37
2014Summary only. Only limited summary data is available for this year.$2.30$0.00$0.36$0.42$0.06
2013Summary only. Only limited summary data is available for this year.$2.37$0.00$0.56$0.28$0.28
2012Summary only. Only limited summary data is available for this year.$2.09$0.00$0.33$0.38$0.05
2011Summary only. Only limited summary data is available for this year.$2.14$0.00$0.13$0.28$0.14