Civic Intelligence

David a Baum Foundation Inc.

990PF • Fiscal year 2021 • EIN 87-2071536

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

66 Azalea StreetSanta Rosa Beach, FL 32459

(757) 619-4033

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

84th percentile

47%

Higher net margin than 84% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$34,723

No earlier filing loaded for comparison.

Net Assets

$34,723

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue

$59,491

No earlier filing loaded for comparison.

Expenses

$31,736

No earlier filing loaded for comparison.

Net Income

$27,755

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2021: $34,723Liabilities 2021: $1Net Assets 2021: $34,7232021Assets 2022: $66,586Liabilities 2022: $1Net Assets 2022: $66,5862022Assets 2023: $83,245Liabilities 2023: $1Net Assets 2023: $83,2452023Assets 2024: $79,183Liabilities 2024: $0Net Assets 2024: $79,1832024

Highlighted filing

2021

Assets$34,723
Liabilities$1
Net Assets$34,723

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2021: $59,491Expenses 2021: $31,736Net Income 2021: $27,7552021Revenue 2022: $79,943Expenses 2022: $48,080Net Income 2022: $31,8632022Revenue 2023: $37,574Expenses 2023: $20,918Net Income 2023: $16,6562023Revenue 2024: $50,757Expenses 2024: $46,307Net Income 2024: $4,4502024

Highlighted filing

2021

Revenue$59,491
Expenses$31,736
Net Income$27,755
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine BaumPresidentPT$0--
Ashby BaumChairmanPT$0--
Matthew C KozubTreasurerPT$0--
Gentry KozubSecretaryPT$0--
Christian BaumVice Chairman-$0--
Filing and Contact Details

Filer

Filer Name
David A Baum Foundation Inc
EIN
87-2071536
In Care Of
% Christine Baum
Address
66 Azalea Street, Santa Rosa Beach, FL 32459

Signing Officer

Name
Matthew Kozub
Title
Treasurer
Signed
2022-11-10
Raw XML Appendix378 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Christine Baum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ashby Baum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Matthew C Kozub
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Gentry Kozub
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Christian Baum
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Matthew Kozub
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01140 Stephens St
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Smyrna
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030080
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07576194033
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0davidabaumfoundation.org
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Christine Baum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025844
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To Fund Cardiac Calcium Scans for Patients who cannot afford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509a1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Piedmont Healthcare Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02001 Peachtree Road NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0Suite 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030309
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025844
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/AppliedToCurrentYearAmt039
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025805
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025805
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025844
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025805
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025805
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Steve Baum
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1BeeBee and GiGi
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Chris Baum
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt079 Spindrift Trail
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt114301 Brandermill Woods Trail
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21201 Marshall Farm St
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Southern Shores
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Midlothian
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Wake Forest
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027949
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd123112
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd227587
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt219981
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum03
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt019981
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Common Stock
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-09-13
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees to Set Up Foundation
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05152
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06968
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Merchandise Sales Venmo Paypal
ReasonableCauseExplanation/ExplanationTxt0We received a filing extension
SalesOfInventoryList/InventorySaleGrp/CategoryTxt0DAB Merch
SalesOfInventoryList/InventorySaleGrp/CostOfGoodsSoldAmt02200
SalesOfInventoryList/InventorySaleGrp/GrossSalesAmt03090
SalesOfInventoryList/InventorySaleGrp/NetAmt0890
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/ForeignPhoneNum07576194033
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew Kozub
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David A Baum Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0872071536
ReturnHeader/Filer/ForeignPhoneNum04045437286
ReturnHeader/Filer/InCareOfNm0% Christine Baum
ReturnHeader/Filer/USAddress/AddressLine1Txt066 Azalea Street
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032459
ReturnHeader/ReturnTs02022-11-10T14:50:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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