Civic Intelligence

Barr & Barr Inc Employees Health and Welfare Benefits Trust

990 • Fiscal year 2021 • EIN 13-3211764

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization ProfileN/A
462 Seventh Avenue 9th FLRNew York, NY 10018

(212) 563-2330

Siviq Scores

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

Liabilities / Assets

70th percentile

0.05x

Higher debt load relative to assets than 70% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

1.07x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Source year 2021

Net Margin

43rd percentile

14%

Higher net margin than 43% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

97th percentile

$492,836

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 409.5% of source-year revenue.

2021 filings • NTEE Y • $1M-$5M nonprofits • Source year 2021

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

130%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$2,454,641

Up $304,736 (+14%) from 2020

Net Assets

Up

$2,326,088

Up $314,517 (+16%) from 2020

Liabilities

Down

$128,553

Down $9,781 (-7.1%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin43rd percentile

Revenue

Up

$120,346

Up $68,121 (+130%) from 2020

Expenses

Down

$103,285

Down $55,899 (-35%) from 2020

Net Income

Up

$17,061

Up $124,020 (+116%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,623,664Liabilities 2011: $179,503Net Assets 2011: $1,444,1612011Assets 2012: $1,657,260Liabilities 2012: $144,244Net Assets 2012: $1,513,0162012Assets 2013: $1,843,288Liabilities 2013: $94,663Net Assets 2013: $1,748,6252013Assets 2014: $1,868,112Liabilities 2014: $113,116Net Assets 2014: $1,754,9962014Assets 2015: $1,766,151Liabilities 2015: $111,237Net Assets 2015: $1,654,9142015Assets 2016: $1,814,595Liabilities 2016: $105,097Net Assets 2016: $1,709,4982016Assets 2017: $2,019,175Liabilities 2017: $133,283Net Assets 2017: $1,885,8922017Assets 2018: $1,769,883Liabilities 2018: $153,536Net Assets 2018: $1,616,3472018Assets 2019: $2,005,972Liabilities 2019: $161,490Net Assets 2019: $1,844,4822019Assets 2020: $2,149,905Liabilities 2020: $138,334Net Assets 2020: $2,011,5712020Assets 2021: $2,454,641Liabilities 2021: $128,553Net Assets 2021: $2,326,0882021Assets 2022: $1,855,061Liabilities 2022: $110,606Net Assets 2022: $1,744,4552022Assets 2023: $2,167,148Liabilities 2023: $150,715Net Assets 2023: $2,016,4332023Assets 2024: $2,428,902Liabilities 2024: $154,796Net Assets 2024: $2,274,1062024

Highlighted filing

2021

Assets$2,454,641
Liabilities$128,553
Net Assets$2,326,088
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $207,995Expenses 2011: $179,503Net Income 2011: $28,4922011Revenue 2012: $26,087Expenses 2012: $144,244Net Income 2012: -$118,1572012Revenue 2013: $59,105Expenses 2013: $117,588Net Income 2013: -$58,4832013Revenue 2014: $101,418Expenses 2014: $113,116Net Income 2014: -$11,6982014Revenue 2015: $88,779Expenses 2015: $112,763Net Income 2015: -$23,9842015Revenue 2016: $66,727Expenses 2016: $66,890Net Income 2016: -$1632016Revenue 2017: $98,579Expenses 2017: $146,397Net Income 2017: -$47,8182017Revenue 2018: $115,215Expenses 2018: $153,295Net Income 2018: -$38,0802018Revenue 2019: $96,835Expenses 2019: $147,953Net Income 2019: -$51,1182019Revenue 2020: $52,225Expenses 2020: $159,184Net Income 2020: -$106,9592020Revenue 2021: $120,346Expenses 2021: $103,285Net Income 2021: $17,0612021Revenue 2022: $111,931Expenses 2022: $116,817Net Income 2022: -$4,8862022Revenue 2023: $91,488Expenses 2023: $155,588Net Income 2023: -$64,1002023Revenue 2024: $222,041Expenses 2024: $160,552Net Income 2024: $61,4892024

Highlighted filing

2021

Revenue$120,346
Expenses$103,285
Net Income$17,061
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.1
Gross Receipts
$120,346
Mission and Program Overview

Mission

Provision of post retirement medical benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,149,905$2,454,641▲ $304,736
Cap Stk Tr Prin Current Funds$2,011,571$2,326,088▲ $314,517
Total Assets$2,149,905$2,454,641▲ $304,736
Liabilities
Accounts Payable and Accrued Expenses$138,334$128,553▼ $9,781
Total Liabilities$138,334$128,553▼ $9,781
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,011,571$2,326,088▲ $314,517
Total Liabilities and Net Assets / Fund Balance$2,149,905$2,454,641▲ $304,736
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
Keith StansiceCEO$492,836$492,836
Thomas LepageSr Exec Vice President$381,606$381,606
Glenn KieferSr Exec Vice President$290,575$290,575

Board Members and Trustees

NameTitle
Glenn Kiefer-
Keith Stansice-
Thomas Lepage-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$120,346
Other Revenue
$0
Change in Net Assets
$17,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$88,285--$88,285
Other Expenses$0$15,000$0$15,000
Total Functional Expenses$88,285$15,000$0$103,285
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Barr & Barr Inc
EIN
13-3211764
Phone
2125632330
Address
462 Seventh Avenue 9th FLR, New York, NY 10018
Doing Business As
Employees Health & Welfare Benefit Trust

Signing Officer

Name
Linda Morano
Title
CFO
Phone
2125632330
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Morano
Formed
1983
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Richard Schoonmaker EA
Address
1918 SE Port St Lucie Blvd, Port St Lucie, FL 34952
Preparer
Richard Schoonmaker
Phone
7722148887
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Form 990 is provided by email to each voting member of the governing board fo review prior to filing.”

Pt VI, Line 19

“No documents are available to the public.”

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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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01918 SE Port St Lucie Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port St Lucie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034952
ReturnHeader/PreparerPersonGrp/PhoneNum07722148887
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Schoonmaker
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-16T13:07:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Linda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Morano
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,454,641
Liabilities
$128,553
Net assets
$2,326,088
Revenue
$120,346
Expenses
$103,285
Net income
$17,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.43$0.15$2.27$0.22$0.16$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.15$2.02$0.09$0.16$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.11$1.74$0.11$0.12$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.13$2.33$0.12$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.14$2.01$0.05$0.16$0.11
2019Summary only. Only limited summary data is available for this year.$2.01$0.16$1.84$0.10$0.15$0.05
2018Summary only. Only limited summary data is available for this year.$1.77$0.15$1.62$0.12$0.15$0.04
2017Summary only. Only limited summary data is available for this year.$2.02$0.13$1.89$0.10$0.15$0.05
2016Summary only. Only limited summary data is available for this year.$1.81$0.11$1.71$0.07$0.07$0.00
2015Summary only. Only limited summary data is available for this year.$1.77$0.11$1.65$0.09$0.11$0.02
2014Summary only. Only limited summary data is available for this year.$1.87$0.11$1.75$0.10$0.11$0.01
2013Summary only. Only limited summary data is available for this year.$1.84$0.09$1.75$0.06$0.12$0.06
2012Summary only. Only limited summary data is available for this year.$1.66$0.14$1.51$0.03$0.14$0.12
2011Summary only. Only limited summary data is available for this year.$1.62$0.18$1.44$0.21$0.18$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)9 • $1M-$5M nonprofits