Civic Intelligence

Baron and Blue Foundation

990PF • Fiscal year 2020 • EIN 75-2965720

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
PO Box 802044Dallas, TX 75380

(214) 692-5789

Siviq Scores

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

Liabilities / Assets

47th percentile

0.02x

Higher debt load relative to assets than 47% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.25x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-307%

Higher net margin than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$1,980

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

4th percentile

-21%

Faster asset growth than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

5.8%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$2,467,490

Down $648,849 (-21%) from 2019

Net Assets

$2,414,926

No earlier filing loaded for comparison.

Liabilities

Flat

$52,564

Flat from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin3rd percentile

Revenue

Up

$207,667

Up $11,392 (+5.8%) from 2019

Expenses

Down

$844,422

Down $324,014 (-28%) from 2019

Net Income

Up

-$636,755

Up $335,406 (+35%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,754,047Liabilities 2010: $0Net Assets 2010: $3,754,0472010Assets 2011: $3,426,700Liabilities 2011: $0Net Assets 2011: $3,426,7002011Assets 2012: $4,384,507Liabilities 2012: $11,088Net Assets 2012: $4,373,4192012Assets 2013: $4,053,252Liabilities 2013: $21,176Net Assets 2013: $4,032,0762013Assets 2014: $5,627,470Liabilities 2014: $1,543Net Assets 2014: $5,625,9272014Assets 2015: $5,493,690Liabilities 2015: $0Net Assets 2015: $5,493,6902015Assets 2016: $4,985,591Liabilities 2016: $270Net Assets 2016: $4,985,3212016Assets 2019: $3,116,339Liabilities 2019: $52,5642019Assets 2020: $2,467,490Liabilities 2020: $52,564Net Assets 2020: $2,414,9262020Assets 2021: $2,636,824Liabilities 2021: $52,564Net Assets 2021: $2,584,2602021Assets 2022: $2,255,430Liabilities 2022: $52,564Net Assets 2022: $2,202,8662022Assets 2023: $3,013,147Liabilities 2023: $52,564Net Assets 2023: $2,960,5832023Assets 2024: $3,192,033Liabilities 2024: $52,564Net Assets 2024: $3,139,4692024

Highlighted filing

2020

Assets$2,467,490
Liabilities$52,564
Net Assets$2,414,926
Open 2020 Filing

Operations Trend

Revenue Growth61st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $567,2602010Expenses 2011: $715,8102011Expenses 2012: $726,3682012Revenue 2013: $287,193Expenses 2013: $630,146Net Income 2013: -$342,9532013Revenue 2014: $2,256,026Expenses 2014: $662,175Net Income 2014: $1,593,8512014Revenue 2015: $332,796Expenses 2015: $465,033Net Income 2015: -$132,2372015Revenue 2016: $13,157Expenses 2016: $882,721Net Income 2016: -$869,5642016Revenue 2019: $196,275Expenses 2019: $1,168,436Net Income 2019: -$972,1612019Revenue 2020: $207,667Expenses 2020: $844,422Net Income 2020: -$636,7552020Revenue 2021: $806,199Expenses 2021: $636,876Net Income 2021: $169,3232021Revenue 2022: $67,847Expenses 2022: $449,989Net Income 2022: -$382,1422022Revenue 2023: $1,019,763Expenses 2023: $261,615Net Income 2023: $758,1482023Revenue 2024: $511,146Expenses 2024: $329,546Net Income 2024: $181,6002024

Highlighted filing

2020

Revenue$207,667
Expenses$844,422
Net Income-$636,755
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARA ASHMOREExecutive DirectorPT$1,980-$1,980
LISA A BLUE BARONDirector/President/Treasur-$0--
BETH TAYLORDirector-$0--
COURTNEY BARONDirector/VP/Secretary-$0--
LAURA MILLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Baron & Blue Foundation
EIN
75-2965720
Phone
2146925789
Address
PO BOX 802044, DALLAS, TX 75380

Signing Officer

Name
Helen Holman
Title
Officer
Phone
2146925789
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
5001 SPRING VALLEY ROAD SUITE 600W, DALLAS, TX 75244
Preparer
Jason a Duffner
Phone
9723835700
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE INC. (DELAWARE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN WATER WORKS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERIPRISE FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHUBB LTD CHF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ROCKWELL AUTOMATION INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27WALT DISNEY CO (HOLDING CO) DISNEY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ALBANY INTL CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29AMER SOFTWARE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ANIKA THERAPEUTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ARMSTRONG WORLD INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32BADGER METER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33BANK OF HAWAII CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BROOKS AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CHEESECAKE FACTORY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CONSTRUCTION PARTNERS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CORELOGIC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EVERTEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FIRST FINCL BANKSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40GRACO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HENRY JACK & ASSOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HOULIHAN LOKEY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JOHN BEAN TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44LANDSTAR SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45LESLIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MGM GROWTH PROPERTIES LLC CL A REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47NATL BEVERAGE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49RBC BEARINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50RLI CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SCOTTS MIRACLE-GRO CO CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SITEONE LANDSCAPE SUPPLY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53STOCK YDS BANCORP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54TERMINIX GLOBAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55THOR INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56UNIFIRST CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WATSCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WD-40 CO (DEL)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt423098
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt834477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt916098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1065340
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MAGELLAN MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2INVESCO QQQ TRUST ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD SMALL CAP GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD SMALL-CAP VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD GROWTH ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,467,490
Liabilities
$52,564
Net assets
$2,414,926
Revenue
$207,667
Expenses
$844,422
Net income
-$636,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.19$0.05$3.14$0.51$0.33$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.01$0.05$2.96$1.02$0.26$0.76
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.05$2.20$0.07$0.45$0.38
2021Detailed filing. Detailed filing data is available for this year.$2.64$0.05$2.58$0.81$0.64$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.47$0.05$2.41$0.21$0.84$0.64
2019Summary only. Only limited summary data is available for this year.$3.12$0.05$0.20$1.17$0.97
2016Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.01$0.88$0.87
2015Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.33$0.47$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$2.26$0.66$1.59
2013Detailed filing. Detailed filing data is available for this year.$4.05$0.02$4.03$0.29$0.63$0.34
2012Detailed filing. Detailed filing data is available for this year.$4.38$0.01$4.37$0.73
2011Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.72
2010Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.57