Civic Intelligence

Bgf Foundation

990PF • Fiscal year 2023 • EIN 81-0776846

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 28, 2024

Organization Profile
c/o Daniel Paci PO Box 215Perkasie, PA 18944

(215) 257-6811

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

4th percentile

-175%

Higher net margin than 4% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

55th percentile

6.4%

Faster asset growth than 55% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-9.9%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$62,921,065

Up $3,780,790 (+6.4%) from 2022

Net Assets

Up

$62,921,065

Up $3,780,780 (+6.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin4th percentile

Revenue

Down

$1,331,193

Down $146,398 (-9.9%) from 2022

Expenses

Down

$3,667,230

Down $311,996 (-7.8%) from 2022

Net Income

Up

-$2,336,037

Up $165,598 (+6.6%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$80M$60M$40M$20M$0Assets 2019: $56,998,769Liabilities 2019: $02019Assets 2020: $65,432,739Liabilities 2020: $0Net Assets 2020: $65,432,7392020Assets 2021: $71,678,171Liabilities 2021: $0Net Assets 2021: $71,678,1712021Assets 2022: $59,140,275Liabilities 2022: $0Net Assets 2022: $59,140,2852022Assets 2023: $62,921,065Liabilities 2023: $0Net Assets 2023: $62,921,0652023Assets 2024: $65,447,452Liabilities 2024: $0Net Assets 2024: $65,447,4522024

Highlighted filing

2023

Assets$62,921,065
Liabilities$0
Net Assets$62,921,065
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2019: $2,264,936Expenses 2019: $1,757,148Net Income 2019: $507,7882019Revenue 2020: $1,651,309Expenses 2020: $2,173,935Net Income 2020: -$522,6262020Revenue 2021: $1,602,915Expenses 2021: $3,472,134Net Income 2021: -$1,869,2192021Revenue 2022: $1,477,591Expenses 2022: $3,979,226Net Income 2022: -$2,501,6352022Revenue 2023: $1,331,193Expenses 2023: $3,667,230Net Income 2023: -$2,336,0372023Revenue 2024: $3,114,953Expenses 2024: $3,630,073Net Income 2024: -$515,1202024

Highlighted filing

2023

Revenue$1,331,193
Expenses$3,667,230
Net Income-$2,336,037
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 28, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN BARNESExec ChairmanPT$0--
SUSAN BARNESVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
BGF Foundation
EIN
81-0776846
In Care Of
% Dan Barnes
Phone
2152576811
Address
c/o Daniel Paci PO Box 215, Perkasie, PA 18944

Signing Officer

Name
Dan Barnes
Title
Exec Chairman
Phone
2152576811
Signed
2024-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Grim Biehn & Thatcher
Address
104 South Sixth St, PO Box 215, Perkasie, PA 18944-0215
Preparer
Daniel J Paci
Phone
2152576811
Raw XML Appendix375 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/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 215
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Perkasie
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd018944
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Daniel J Paci
IRS990PF/StatementsRegardingActyGrp/PhoneNum02152576811
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAN BARNES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SUSAN BARNES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0United Way Worldwide
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Endowment Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0701 North Fairfax St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15700 Darrow Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Alexandria
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Hudson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03225000
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/AppliedToCurrentYearAmt0194256
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03030744
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03024869
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03225000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02830613
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03030744
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Grim Biehn Thatcher
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03150
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03150
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1from K1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt048
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18327
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt048
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18327
OtherIncomeSchedule2/OtherIncomeDetail/Desc0From K1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01932
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01932
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06116817
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0unrealized gains and loss
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0204599
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1132393
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt214488
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt342660
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt46000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Osage Univ Partners
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2SpringReef
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3Public MarketsLLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4Osage Venture Part
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0204599
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1132393
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt214488
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt342660
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt46000
TaxesSchedule/TaxesDetail/Amt029630
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt029630
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN BARNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Exec Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum02152576811
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BGF Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BGFF
ReturnHeader/Filer/EIN0810776846
ReturnHeader/Filer/InCareOfNm0% Dan Barnes
ReturnHeader/Filer/PhoneNum02152576811
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Daniel Paci PO Box 215
ReturnHeader/Filer/USAddress/CityNm0Perkasie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018944
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232574246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grim Biehn & Thatcher
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 South Sixth St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0PO Box 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Perkasie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0189440215
ReturnHeader/PreparerPersonGrp/PhoneNum02152576811
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J PACI
ReturnHeader/ReturnTs02024-10-28T16:51:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,921,065
Liabilities
$0
Net assets
$62,921,065
Revenue
$1,331,193
Expenses
$3,667,230
Net income
-$2,336,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$3.11$3.63$0.52
2023Detailed filing. Detailed filing data is available for this year.$62.9$0.00$62.9$1.33$3.67$2.34
2022Detailed filing. Detailed filing data is available for this year.$59.1$0.00$59.1$1.48$3.98$2.50
2021Detailed filing. Detailed filing data is available for this year.$71.7$0.00$71.7$1.60$3.47$1.87
2020Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$1.65$2.17$0.52
2019Summary only. Only limited summary data is available for this year.$57.0$0.00$2.26$1.76$0.51