Civic Intelligence

Bavis Foundation Inc.

990PF • Fiscal year 2021 • EIN 85-0836563

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 14, 2022

Organization Profile
19738 Willowdale PlaceAshburn, VA 20147

(703) 966-7852

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

92nd percentile

120%

Faster asset growth than 92% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

22%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$51,684

Up $28,198 (+120%) from 2020

Net Assets

Up

$51,184

Up $27,848 (+119%) from 2020

Liabilities

Up

$500

Up $350 (+233%) from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin96th percentile

Revenue

Up

$39,254

Up $7,121 (+22%) from 2020

Expenses

Down

$4,874

Down $3,923 (-45%) from 2020

Net Income

Up

$34,380

Up $11,044 (+47%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$150K$100K$50K$0Assets 2020: $23,486Liabilities 2020: $150Net Assets 2020: $23,3362020Assets 2021: $51,684Liabilities 2021: $500Net Assets 2021: $51,1842021Assets 2022: $47,167Liabilities 2022: $1Net Assets 2022: $47,1672022Assets 2023: $67,666Liabilities 2023: $1Net Assets 2023: $67,6662023Assets 2024: $114,922Liabilities 2024: $0Net Assets 2024: $114,9222024

Highlighted filing

2021

Assets$51,684
Liabilities$500
Net Assets$51,184
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

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

$100K$50K$0Revenue 2020: $32,133Expenses 2020: $8,797Net Income 2020: $23,3362020Revenue 2021: $39,254Expenses 2021: $4,874Net Income 2021: $34,3802021Revenue 2022: $8,678Expenses 2022: $4,823Net Income 2022: $3,8552022Revenue 2023: $42,320Expenses 2023: $14,339Net Income 2023: $27,9812023Revenue 2024: $87,396Expenses 2024: $23,645Net Income 2024: $63,7512024

Highlighted filing

2021

Revenue$39,254
Expenses$4,874
Net Income$34,380
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen A BavisPresident / TreasurerPT$0--
Lauren BavisSecretary-$0--
Robert BavisDirector-$0--
Christopher BavisDirector-$0--
Daniel BavisDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGiving to Domestic Organizations less than 1000Donations to domestically registered charitable organizationsPCAshburn, VA, US$2,408
Paid GrantGuitars for VetsSupport programs for veteransPCWauwatosa, WI, US$1,000
Filing and Contact Details

Filer

Filer Name
The Bavis Foundation Inc
EIN
85-0836563
Phone
7039667852
Address
19738 Willowdale Place, Ashburn, VA 20147

Signing Officer

Name
Karen Bavis
Title
President
Phone
7039667852
Signed
2022-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Group Inc
Address
2451 Atrium Way Suite 300, Nashville, TN 37214
Preparer
Shannon M Evans
Phone
6153619445
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Karen A Bavis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lauren Bavis
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The management and administrative costs incurred to operate the foundation, directly support, and are necessary to carry out the charitable programs and activities conducted by the foundation.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0The organization provided charitable giving to other qualifying 501(c)(3) organizations.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0The organization provided new and used books and materials to teachers, children, and adult readers to promote community literacy.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0The organization provided funds and books to build libraries in African nations in need.
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt0316
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt0636
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Karen and Robert Bavis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Donations to domestically registered charitable organizations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support programs for veterans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Giving to Domestic Organizations less than 1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Guitars for Vets
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt019738 Willowdale Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111933 W Burleigh St Ste 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Ashburn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Wauwatosa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020147
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153222
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0Not Applicable
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03408
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/AppliedToCurrentYearAmt01699
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08173
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011235
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08173
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04761
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03062
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011235
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08173
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Robert Karen Bavis
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt019738 Willowdale Place
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Ashburn
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020147
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt026344
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt026344
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Stocks
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-08-19
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt0500
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0Karen Bavis
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt0500
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0Foundation expenses
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0None
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0Pres/Treas
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06532
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized gain/loss
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Telephone Information Technology
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Licenses, Fees, Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Book Distribution Expenses for Literacy Programs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Bank Service Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1175
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2953
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2953
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3144
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt094
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Brokerage Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt094
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Karen Robert Bavis
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt019738 Willowdale Place
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Ashburn
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd020147
TaxesSchedule/TaxesDetail/Amt019
TaxesSchedule/TaxesDetail/CategoryTxt0990PF Excise Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Bavis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07039667852
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Bavis Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BAVI
ReturnHeader/Filer/EIN0850836563
ReturnHeader/Filer/PhoneNum07039667852
ReturnHeader/Filer/USAddress/AddressLine1Txt019738 Willowdale Place
ReturnHeader/Filer/USAddress/CityNm0Ashburn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020147
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621813735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02451 Atrium Way Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037214
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shannon M Evans
ReturnHeader/ReturnTs02022-10-14T12:34:13-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Karen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bavis
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,684
Liabilities
$500
Net assets
$51,184
Revenue
$39,254
Expenses
$4,874
Net income
$34,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.87$0.24$0.64
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.42$0.14$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.09$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$0.39$0.05$0.34
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.32$0.09$0.23