Civic Intelligence

Barc Charitable Trust

990EZ • Fiscal year 2013 • EIN 06-6339322

Jul 01, 2012 to Jun 30, 2013 • Filed on May 08, 2014

621 Jerome Avenue PO Box 726Bristol, CT 06711
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

47th percentile

0.5%

Faster asset growth than 47% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

3rd percentile

-80%

Faster revenue growth than 3% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$79,714

Up $400 (+0.5%) from 2012

Net Assets

Up

$79,714

Up $400 (+0.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$400

Down $1,594 (-80%) from 2012

Expenses

Down

$0

Down $1,500 (-100%) from 2012

Net Income

Down

$400

Down $94 (-19%) from 2012

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $76,102Liabilities 2010: $0Net Assets 2010: $76,1022010Assets 2011: $78,820Liabilities 2011: $0Net Assets 2011: $78,8202011Assets 2012: $79,314Liabilities 2012: $0Net Assets 2012: $79,3142012Assets 2013: $79,714Liabilities 2013: $0Net Assets 2013: $79,7142013Assets 2014: $80,053Liabilities 2014: $0Net Assets 2014: $80,0532014Assets 2015: $80,303Liabilities 2015: $0Net Assets 2015: $80,3032015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2013

Assets$79,714
Liabilities$0
Net Assets$79,714

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2010: $857Expenses 2010: $0Net Income 2010: $8572010Revenue 2011: $2,718Expenses 2011: $0Net Income 2011: $2,7182011Revenue 2012: $1,994Expenses 2012: $1,500Net Income 2012: $4942012Revenue 2013: $400Expenses 2013: $0Net Income 2013: $4002013Revenue 2014: $339Expenses 2014: $0Net Income 2014: $3392014Revenue 2015: $250Expenses 2015: $0Net Income 2015: $2502015Revenue 2016: $432Expenses 2016: $80,735Net Income 2016: -$80,3032016

Highlighted filing

2013

Revenue$400
Expenses$0
Net Income$400
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 8, 2014
Return Version
2012v2.1
Mission and Program Overview

Mission

To hold and manage assets in trust for other charitable organizations.

Filing and Contact Details

Filer

EIN
06-6339322
Raw XML Appendix125 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY079314
IRS990EZ/CashSavingsAndInvestments/EOY079714
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0400
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts0400
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome0400
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY079314
IRS990EZ/NetAssetsOrFundBalancesBOY079314
IRS990EZ/NetAssetsOrFundBalances/EOY079714
IRS990EZ/NetAssetsOrFundBalancesEOY079714
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0WILLIAM VEITS EA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1BRUCE WARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ED DIORIO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0BOARD PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TRUSTEE
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO HOLD AND MANAGE ASSETS IN TRUST FOR OTHER CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO HOLD AND MANAGE ASSETS IN TRUST FOR OTHER CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10621 JEROME AVENUE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BRISTOL
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CT
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode006011
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MARY ETTER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08605829102
IRS990EZ/TotalAssets/BOY079314
IRS990EZ/TotalAssets/EOY079714
IRS990EZ/TotalExpenses00
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue0400
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts00
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0066010303
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10BRISTOL ADULT RESOURCE CENTER INC
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501(C)(3)
IRS990ScheduleA/SupportingOrg509a3Type20X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 400..
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0066339322
ReturnHeader/Filer/Name/BusinessNameLine10BARC CHARITABLE TRUST
ReturnHeader/Filer/NameControl0BARC
ReturnHeader/Filer/Phone08605829102
ReturnHeader/Filer/USAddress/AddressLine10621 JEROME AVENUE PO BOX 726
ReturnHeader/Filer/USAddress/City0BRISTOL
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006711
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-05-08
ReturnHeader/Officer/Name0WILLIAM VEITS EA
ReturnHeader/Officer/Phone08605829102
ReturnHeader/Officer/Title0BOARD PRESIDENT
ReturnHeader/PreparerFirm/EIN0221478099
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10COHNREZNICK LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10180 GLASTONBURY BOULEVARD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GLASTONBURY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode006033
ReturnHeader/Preparer/Name0PAUL BALLASY
ReturnHeader/Preparer/Phone08606333000
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-09T11:28:58-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits