Civic Intelligence

Barc Charitable Trust

990EZ • Fiscal year 2016 • EIN 06-6339322

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 13, 2017

Organization ProfileN/A
195 Maltby Streetbristol, CT 06711

(860) 261-5592

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-18589%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

73%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $80,303 (-100%) from 2015

Net Assets

Down

$0

Down $80,303 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin1st percentile

Revenue

Up

$432

Up $182 (+73%) from 2015

Expenses

Up

$80,735

Up $80,735 from 2015

Net Income

Down

-$80,303

Down $80,553 (-32221%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

2016

Revenue$432
Expenses$80,735
Net Income-$80,303
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 13, 2017
Return Version
2015v3.0
Gross Receipts
$432
Mission and Program Overview

Mission

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

to support the long term goals of Bristol Adult Resource Center

Program Services

DescriptionGrantsExpenses
to support the long term goals of Bristol Adult Resource Center$80,735$80,735
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
chris elliottOutgoing Trustee-$0--
ED DIORIOOutgoing Trustee-$0--
WILLIAM VEITs eaOutgoing Trustee-$0--
DAVID VAN ALLENPresident-$0--
JIM DONOVANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Barc Charitable Trust
EIN
06-6339322
Phone
8602615592
Address
195 MALTBY STREET, bristol, CT 06711

Signing Officer

Name
David Van Allen
Title
Board President
Phone
8602615592
Signed
2017-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
350 CHURCH STREET 12TH FLOOR, HARTFORD, CT 06103
Preparer
Paul Ballasy
Phone
9592007000
Supplemental Narrative

Additional Explanations

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

“Description: Interest Income. Amount: 432.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: GRANT. Grantee Name: MAIN STREET COMMUNITY FOUNDATION. Grantee Address: 120 HALCYON DRIVE BRISTOL, CT 06010. Method Used to Determine Book Value: FMV. Date of Gift: 06/30/16. Amount Given: 80,735.”

Raw XML Appendix175 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARY ETTER
IRS990EZ/BooksInCareOfDetail/PhoneNum08602615592
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0195 MALTBY STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0bristol
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006711
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080303
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-80303
IRS990EZ/FiledScheduleAInd01
IRS990EZ/FinalReturnInd0X
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt080735
IRS990EZ/GrossReceiptsAmt0432
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0432
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt080303
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt080303
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0chris elliott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ED DIORIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM VEITs ea
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID VAN ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JIM DONOVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0OUTGOING truSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1OUTGOING TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2OUTGOING trUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0to support the long term goals of Bristol Adult Resource Center
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0to support the long term goals of Bristol Adult Resource Center
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt080735
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt080735
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/TotalExpensesAmt080735
IRS990EZ/TotalProgramServiceExpensesAmt080735
IRS990EZ/TotalRevenueAmt0432
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066010303
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Bristol Adult Resource Center Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleN/AssetsDistributedInd00
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0MAIN STREET COMMUNITY FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02016-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0061433299
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt080735
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0120 HALCYON DRIVE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0BRISTOL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd006011
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0ASSETS WERE TRANSFERRED TO THE MAIN STREET COMMUNITY FOUNDATION TO BE USED FOR THE BENEFIT OF BRISTOL ADULT RESOURCE CENTER.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0form 990 schedule n
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 432.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: GRANT. Grantee Name: MAIN STREET COMMUNITY FOUNDATION. Grantee Address: 120 HALCYON DRIVE BRISTOL, CT 06010. Method Used to Determine Book Value: FMV. Date of Gift: 06/30/16. Amount Given: 80,735.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0David Van Allen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08602615592
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARC CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BARC
ReturnHeader/Filer/EIN0066339322
ReturnHeader/Filer/PhoneNum08602615592
ReturnHeader/Filer/USAddress/AddressLine1Txt0195 MALTBY STREET
ReturnHeader/Filer/USAddress/CityNm0bristol
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 CHURCH STREET 12TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006103
ReturnHeader/PreparerPersonGrp/PhoneNum09592007000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL BALLASY
ReturnHeader/ReturnTs02017-04-18T00:00:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$432
Expenses
$80,735
Net income
-$80,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.43$80.7$80.3
2015Detailed filing. Detailed filing data is available for this year.$80.3$0.00$80.3$0.25$0.00$0.25
2014Detailed filing. Detailed filing data is available for this year.$80.1$0.00$80.1$0.34$0.00$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.7$0.00$79.7$0.40$0.00$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.3$0.00$79.3$1.99$1.50$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.8$0.00$78.8$2.72$0.00$2.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.1$0.00$76.1$0.86$0.00$0.86