Civic Intelligence

Bar M Operating Foundation

990PF • Fiscal year 2019 • EIN 20-3698065

Nov 01, 2018 to Oct 31, 2019 • Filed on Sep 11, 2020

52 Kline RoadOrangeville, PA 17854

(570) 387-8107

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,708,478

Up $102,883 (+6.4%) from 2018

Net Assets

Up

$1,696,078

Up $102,283 (+6.4%) from 2018

Liabilities

Up

$12,400

Up $600 (+5.1%) from 2018

Revenue And Expenses

Revenue

Up

$134,667

Up $60,757 (+82%) from 2018

Expenses

Up

$45,628

Up $1,219 (+2.7%) from 2018

Net Income

Up

$89,039

Up $59,538 (+202%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,492,684Liabilities 2011: $3,900Net Assets 2011: $1,488,7842011Assets 2012: $1,517,952Liabilities 2012: $3,000Net Assets 2012: $1,514,9522012Assets 2013: $1,578,343Liabilities 2013: $5,500Net Assets 2013: $1,572,8432013Assets 2014: $1,603,863Liabilities 2014: $3,500Net Assets 2014: $1,600,3632014Assets 2015: $1,639,687Liabilities 2015: $69,200Net Assets 2015: $1,570,4872015Assets 2016: $1,536,958Liabilities 2016: $12,800Net Assets 2016: $1,524,1582016Assets 2017: $1,626,851Liabilities 2017: $12,800Net Assets 2017: $1,614,0512017Assets 2018: $1,605,595Liabilities 2018: $11,800Net Assets 2018: $1,593,7952018Assets 2019: $1,708,478Liabilities 2019: $12,400Net Assets 2019: $1,696,0782019Assets 2020: $1,737,726Liabilities 2020: $14,000Net Assets 2020: $1,723,7262020Assets 2021: $1,941,869Liabilities 2021: $14,340Net Assets 2021: $1,927,5292021Assets 2022: $1,670,917Liabilities 2022: $13,490Net Assets 2022: $1,657,4272022Assets 2023: $1,676,287Liabilities 2023: $15,196Net Assets 2023: $1,661,0912023Assets 2024: $1,891,819Liabilities 2024: $16,904Net Assets 2024: $1,874,9152024

Highlighted filing

2019

Assets$1,708,478
Liabilities$12,400
Net Assets$1,696,078

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $34,3042011Expenses 2012: $39,4572012Expenses 2013: $37,8562013Revenue 2014: $49,143Expenses 2014: $46,071Net Income 2014: $3,0722014Revenue 2015: $62,801Expenses 2015: $39,900Net Income 2015: $22,9012015Revenue 2016: $61,622Expenses 2016: $62,581Net Income 2016: -$9592016Revenue 2017: $42,007Expenses 2017: $35,785Net Income 2017: $6,2222017Revenue 2018: $73,910Expenses 2018: $44,409Net Income 2018: $29,5012018Revenue 2019: $134,667Expenses 2019: $45,628Net Income 2019: $89,0392019Revenue 2020: $30,295Expenses 2020: $36,099Net Income 2020: -$5,8042020Revenue 2021: $79,870Expenses 2021: $41,956Net Income 2021: $37,9142021Revenue 2022: $52,568Expenses 2022: $48,900Net Income 2022: $3,6682022Revenue 2023: $36,035Expenses 2023: $65,447Net Income 2023: -$29,4122023Revenue 2024: $68,028Expenses 2024: $43,521Net Income 2024: $24,5072024

Highlighted filing

2019

Revenue$134,667
Expenses$45,628
Net Income$89,039
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Sep 11, 2020
Return Version
2018v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R MAGEEPres/Treas & Director-$0--
MICHAEL J SMITHSecretary & Director-$0--
DRUE MAGEEDirector-$0--
JUSTIN C HUMMELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bar M Operating Foundation
EIN
20-3698065
Phone
5703878107
Address
52 KLINE ROAD, ORANGEVILLE, PA 17854

Signing Officer

Name
Drue a Magee
Title
Treasurer
Phone
5703878107
Signed
2020-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Kronick Kalada Berdy & Co Pc
Address
190 LATHROP ST, KINGSTON, PA 18704
Preparer
Deborah Eastwood CPA
Phone
5702832727
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES R MAGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL J SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DRUE MAGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JUSTIN C HUMMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREAS & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt056 DIETTRICK HILL RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17828 JONESTOWN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt252 KLINE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3345 WHITEMAN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BLOOMSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HARRISBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ORANGEVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BLOOMSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd017815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd117112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd217859
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd317815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt09771
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt019105
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt03518
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt03240
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt02576
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt08305
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt016239
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt02990
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt02754
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt02190
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt044630
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0162172
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt053414
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt025021
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt039107
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt044630
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0162172
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt053414
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt025021
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt039107
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt034849
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0134720
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt034884
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt032994
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt031993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt048527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt049851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt052698
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt025021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt039107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt084282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt036306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.025278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.040746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.080837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.034871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01045451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01046525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0989814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0959773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01042618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01041166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt044630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.232087
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt044630
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt011412
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt033218
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt044630
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.02$1.87$0.07$0.04$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.02$1.66$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.66$0.05$0.05$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.01$1.93$0.08$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.01$1.72$0.03$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.01$1.70$0.13$0.05$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.01$1.59$0.07$0.04$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.01$1.61$0.04$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.52$0.06$0.06$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.07$1.57$0.06$0.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$0.05$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.51$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.03