Civic Intelligence

Baron and Blue Foundation

990PF • Fiscal year 2022 • EIN 75-2965720

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 26, 2023

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

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

0.77x

Higher debt load relative to revenue than 87% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

2nd percentile

-563%

Higher net margin than 2% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

51st percentile

$13,664

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 20.1% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

12th percentile

-14%

Faster asset growth than 12% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-92%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$2,255,430

Down $381,394 (-14%) from 2021

Net Assets

Down

$2,202,866

Down $381,394 (-15%) from 2021

Liabilities

Flat

$52,564

Flat from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin2nd percentile

Revenue

Down

$67,847

Down $738,352 (-92%) from 2021

Expenses

Down

$449,989

Down $186,887 (-29%) from 2021

Net Income

Down

-$382,142

Down $551,465 (-326%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2022

Assets$2,255,430
Liabilities$52,564
Net Assets$2,202,866
Open 2022 Filing

Operations Trend

Revenue Growth2nd 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

2022

Revenue$67,847
Expenses$449,989
Net Income-$382,142
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN HOLMANExecutive DirectorPT$13,664-$13,664
LISA A BLUE BARONDirector/President/Treasur-$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
Lisa Blue Baron
Title
President
Phone
2146925789
Signed
2023-10-26
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/StockNm12SALESFORCE, INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15RBC BEARINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NATL BEVERAGE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27LESLIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28LAUDER ESTEE COS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29LATHAM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LANDSTAR SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31LAKELAND FINCL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34JOHN BEAN TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HOULIHAN LOKEY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HONEYWELL INTL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44EVERTEC INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47CHUBB LTD CHF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48CHEESECAKE FACTORY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49CENTENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50BANK OF HAWAII CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51BADGER METER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52AZENTA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ARMSTRONG WORLD INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55AMERIPRISE FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56AMERICAN WATER WORKS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57AMER SOFTWARE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ALBANY INTL CORP NEW CL A
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,255,430
Liabilities
$52,564
Net assets
$2,202,866
Revenue
$67,847
Expenses
$449,989
Net income
-$382,142
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