Civic Intelligence

The Baratta Family Foundation

EIN 83-0767499 • Saratoga Springs, NY

18 Division St Ste 301Saratoga Springs, NY 12866
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.00x

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

NTEE T22 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.00x

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

NTEE T22 • $10M-$25M nonprofits • Source year 2024

Net Margin

91st percentile

93%

Higher net margin than 91% of similar nonprofits.

NTEE T22 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

NTEE T22 • $10M-$25M nonprofits • Source year 2024

Asset Growth

97th percentile

143%

Faster asset growth than 97% of similar nonprofits.

NTEE T22 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

4677%

Faster revenue growth than 97% of similar nonprofits.

NTEE T22 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$9,764,003

Up $5,743,061 (+143%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,764,003

Up $5,743,061 (+143%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin91st percentile

Revenue

Up

$11,657,975

Up $11,413,912 (+4677%) from 2023

Expenses

Up

$864,189

Up $509,785 (+144%) from 2023

Net Income

Up

$10,793,786

Up $10,904,127 (+9882%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2019: $1,754,724Liabilities 2019: $02019Assets 2020: $2,828,246Liabilities 2020: $0Net Assets 2020: $2,828,2462020Assets 2021: $3,862,298Liabilities 2021: $0Net Assets 2021: $3,862,2982021Assets 2022: $4,143,298Liabilities 2022: $0Net Assets 2022: $4,143,2982022Assets 2023: $4,020,942Liabilities 2023: $0Net Assets 2023: $4,020,9422023Assets 2024: $9,764,003Liabilities 2024: $0Net Assets 2024: $9,764,0032024

Highlighted filing

2024

Assets$9,764,003
Liabilities$0
Net Assets$9,764,003
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2019: $77,741Expenses 2019: $242,207Net Income 2019: -$164,4662019Revenue 2020: $1,606,643Expenses 2020: $27,541Net Income 2020: $1,579,1022020Revenue 2021: $1,092,846Expenses 2021: $58,794Net Income 2021: $1,034,0522021Revenue 2022: $670,078Expenses 2022: $282,673Net Income 2022: $387,4052022Revenue 2023: $244,063Expenses 2023: $354,404Net Income 2023: -$110,3412023Revenue 2024: $11,657,975Expenses 2024: $864,189Net Income 2024: $10,793,7862024

Highlighted filing

2024

Revenue$11,657,975
Expenses$864,189
Net Income$10,793,786
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,764,003
Liabilities
$0
Net assets
$9,764,003
Revenue
$11,657,975
Expenses
$864,189
Net income
$10,793,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.76$0.00$9.76$11.7$0.86$10.8
2023Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.24$0.35$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.67$0.28$0.39
2021Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$1.09$0.06$1.03
2020Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$1.61$0.03$1.58
2019Summary only. Only limited summary data is available for this year.$1.75$0.00$0.08$0.24$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ABIGAIL BARATTAVice Pres, Secretary-$0--
JOSEPH BARATTAPresident, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Baratta Family Foundation
EIN
83-0767499
In Care Of
% MATTHEW MOORE
Phone
5182466970
Address
18 DIVISION ST STE 301, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Joseph Baratta
Title
President
Phone
5182466970
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Nye Street Partners
Address
18 DIVISION STREET, SARATOGA SPRINGS, NY 12866
Preparer
Stephanie DiLaurenzio
Phone
5182466970
Raw XML Appendix334 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410065
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0800000
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/AppliedToCurrentYearAmt0340575
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt083195
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0340575
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0376380
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0376380
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0800150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0376380
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0376380
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt083195
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOSEPH BARATTA
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JOSEPH BARATTA
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2JOSEPH BARATTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt018 Division Street STE 301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt118 Division Street Suite 301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt218 Division Street Suite 301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Saratoga Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Saratoga Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd112866
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd212866
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02973539
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1661
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt22972132
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02973539
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1661
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt22972132
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0See attached
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1SEE ATTACHED
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2SEE ATTACHED
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-02-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-02-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-11-04
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DONATION IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt050000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt050000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05054641
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1-3916
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S COST
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1OTHER ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CSC & CT CORP FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1180
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt052730
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt052730
TaxesSchedule/TaxesDetail/Amt02800
TaxesSchedule/TaxesDetail/Amt18329
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08329
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Baratta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05182466970
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BARATTA FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BARA
ReturnHeader/Filer/EIN0830767499
ReturnHeader/Filer/InCareOfNm0% MATTHEW MOORE
ReturnHeader/Filer/PhoneNum05182466970
ReturnHeader/Filer/USAddress/AddressLine1Txt018 DIVISION ST STE 301
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NYE STREET PARTNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 DIVISION STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012866
ReturnHeader/PreparerPersonGrp/PhoneNum05182466970
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie DiLaurenzio
ReturnHeader/ReturnTs02025-05-01T13:50:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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