Civic Intelligence

Barc Charitable Trust

990EZ • Fiscal year 2014 • EIN 06-6339322

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 14, 2015

621 Jerome Avenue PO Box 726Bristol, CT 06711

(860) 582-9102

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

47th percentile

0.4%

Faster asset growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$80,053

Up $339 (+0.4%) from 2013

Net Assets

Up

$80,053

Up $339 (+0.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$339

Down $61 (-15%) from 2013

Expenses

Flat

$0

Flat from 2013

Net Income

Down

$339

Down $61 (-15%) from 2013

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

2014

Assets$80,053
Liabilities$0
Net Assets$80,053

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

2014

Revenue$339
Expenses$0
Net Income$339
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 14, 2015
Return Version
2013v4.0
Gross Receipts
$339
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
TO HOLD AND MANAGE ASSETS IN TRUST FOR OTHER CHARITABLE ORGANIZATIONS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM VEITS EATrustee-$0--
ED DIORIOTrustee-$0--
TONY ZIOTASPresident-$0--
Filing and Contact Details

Filer

EIN
06-6339322
Phone
8605829102

Signing Officer

Name
Tony Ziotas
Title
Board President
Phone
8605829102
Signed
2015-04-14
Discuss with paid preparer
Yes

Preparer

Preparer
Paul Ballasy
Phone
9592007000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 339.

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10MARY ETTER
IRS990EZ/BooksInCareOfDetail/PhoneNum08605829102
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10621 JEROME AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City0BRISTOL
IRS990EZ/BooksInCareOfDetail/USAddress/State0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode006011
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079714
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080053
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0339
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt079714
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080053
IRS990EZ/GrossReceiptsAmt0339
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0339
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079714
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080053
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt079714
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080053
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM VEITS EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ED DIORIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TONY ZIOTAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HOLD AND MANAGE ASSETS IN TRUST FOR OTHER CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO HOLD AND MANAGE ASSETS IN TRUST FOR OTHER CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0339
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066010303
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10BRISTOL ADULT RESOURCE CENTER INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 339.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TONY ZIOTAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08605829102
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10BARC CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BARC
ReturnHeader/Filer/EIN0066339322
ReturnHeader/Filer/PhoneNum08605829102
ReturnHeader/Filer/USAddress/AddressLine10621 JEROME AVENUE PO BOX 726
ReturnHeader/Filer/USAddress/City0BRISTOL
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10350 CHURCH STREET 12TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006103
ReturnHeader/PreparerPersonGrp/PhoneNum09592007000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL BALLASY
ReturnHeader/ReturnTs02015-04-30T13:11:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings