Civic Intelligence

Rick and Helga Bauerly Foundation

990PF • Fiscal year 2020 • EIN 84-3082005

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 26, 2021

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

94th percentile

127%

Faster asset growth than 94% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

32%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$627,825

Up $351,141 (+127%) from 2019

Net Assets

$627,825

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin97th percentile

Revenue

Up

$368,874

Up $89,415 (+32%) from 2019

Expenses

Up

$17,733

Up $14,958 (+539%) from 2019

Net Income

Up

$351,141

Up $74,457 (+27%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $276,684Liabilities 2019: $02019Assets 2020: $627,825Liabilities 2020: $0Net Assets 2020: $627,8252020Assets 2021: $1,297,577Liabilities 2021: $0Net Assets 2021: $1,297,5772021Assets 2022: $2,045,645Liabilities 2022: $0Net Assets 2022: $2,045,6452022Assets 2023: $3,211,939Liabilities 2023: $0Net Assets 2023: $3,211,9392023Assets 2024: $4,511,550Liabilities 2024: $0Net Assets 2024: $4,511,5502024

Highlighted filing

2020

Assets$627,825
Liabilities$0
Net Assets$627,825
Open 2020 Filing

Operations Trend

Revenue Growth81st percentile

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

$2.0M$1.5M$1.0M$500K$0Revenue 2019: $279,459Expenses 2019: $2,775Net Income 2019: $276,6842019Revenue 2020: $368,874Expenses 2020: $17,733Net Income 2020: $351,1412020Revenue 2021: $747,557Expenses 2021: $77,805Net Income 2021: $669,7522021Revenue 2022: $863,082Expenses 2022: $115,014Net Income 2022: $748,0682022Revenue 2023: $1,322,189Expenses 2023: $155,895Net Income 2023: $1,166,2942023Revenue 2024: $1,521,434Expenses 2024: $221,823Net Income 2024: $1,299,6112024

Highlighted filing

2020

Revenue$368,874
Expenses$17,733
Net Income$351,141
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Helga BauerlyDir, VP-$0--
Richard L BauerlyDir, Pres, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
Rick and Helga Bauerly Foundation
EIN
84-3082005
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
richard bauerly
Title
president
Phone
8008391754
Signed
2021-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix272 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0506884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GRANITE EQUITY LLC
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0560691
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0572145
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IRS990PF/NameChangeInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Helga Bauerly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Richard L Bauerly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, Pres, Sec, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Richard L Bauerly
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Bauerly Richard L
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03154 Dolores Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Saint Cloud
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Postage/Delivery Service
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt444
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt525
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt544
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt625
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss GRANITE EQUITY LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt014203
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt014203
TaxesSchedule/TaxesDetail/Amt0169
TaxesSchedule/TaxesDetail/Amt11
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2019
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2019
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0richard bauerly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rick and Helga Bauerly Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RICK
ReturnHeader/Filer/EIN0843082005
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02021-11-05T12:09:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0richard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0bauerly
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$627,825
Liabilities
$0
Net assets
$627,825
Revenue
$368,874
Expenses
$17,733
Net income
$351,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$1.52$0.22$1.30
2023Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$1.32$0.16$1.17
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.86$0.12$0.75
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.75$0.08$0.67
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.37$0.02$0.35
2019Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$0.00$0.28