Civic Intelligence

John Barnes Trustees Inc

990 • Fiscal year 2021 • EIN 23-6251652

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization ProfileN/A
520 Meetinghouse RoadJenkintown, PA 19046

(215) 979-1302

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

8th percentile

-29%

Higher net margin than 8% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

60th percentile

12%

Faster asset growth than 60% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

44%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$25,392,688

Up $2,789,887 (+12%) from 2020

Net Assets

Up

$25,387,688

Up $2,791,461 (+12%) from 2020

Liabilities

Down

$5,000

Down $1,574 (-24%) from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin8th percentile

Revenue

Up

$605,311

Up $184,665 (+44%) from 2020

Expenses

Down

$782,705

Down $109,429 (-12%) from 2020

Net Income

Up

-$177,394

Up $294,094 (+62%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$30M$20M$10M$0Assets 2014: $17,987,215Liabilities 2014: $66,566Net Assets 2014: $17,920,6492014Assets 2015: $16,955,904Liabilities 2015: $5,000Net Assets 2015: $16,950,9042015Assets 2016: $17,335,803Liabilities 2016: $5,000Net Assets 2016: $17,330,8032016Assets 2017: $19,200,410Liabilities 2017: $5,000Net Assets 2017: $19,195,4102017Assets 2018: $17,680,690Liabilities 2018: $5,000Net Assets 2018: $17,675,6902018Assets 2019: $20,595,990Liabilities 2019: $5,000Net Assets 2019: $20,590,9902019Assets 2020: $22,602,801Liabilities 2020: $6,574Net Assets 2020: $22,596,2272020Assets 2021: $25,392,688Liabilities 2021: $5,000Net Assets 2021: $25,387,6882021Assets 2022: $20,405,735Liabilities 2022: $5,000Net Assets 2022: $20,400,7352022Assets 2023: $22,893,238Liabilities 2023: $5,001Net Assets 2023: $22,888,2372023Assets 2024: $24,969,868Liabilities 2024: $5,000Net Assets 2024: $24,964,8682024

Highlighted filing

2021

Assets$25,392,688
Liabilities$5,000
Net Assets$25,387,688
Open 2021 Filing

Operations Trend

Revenue Growth73rd percentile

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

$1.0M$500K$0-$500KRevenue 2014: $767,312Expenses 2014: $733,038Net Income 2014: $34,2742014Revenue 2015: $900,844Expenses 2015: $885,910Net Income 2015: $14,9342015Revenue 2016: $671,567Expenses 2016: $741,640Net Income 2016: -$70,0732016Revenue 2017: $797,684Expenses 2017: $768,221Net Income 2017: $29,4632017Revenue 2018: $630,698Expenses 2018: $887,726Net Income 2018: -$257,0282018Revenue 2019: $594,246Expenses 2019: $810,646Net Income 2019: -$216,4002019Revenue 2020: $420,646Expenses 2020: $892,134Net Income 2020: -$471,4882020Revenue 2021: $605,311Expenses 2021: $782,705Net Income 2021: -$177,3942021Revenue 2022: $671,435Expenses 2022: $808,370Net Income 2022: -$136,9352022Revenue 2023: $893,068Expenses 2023: $809,974Net Income 2023: $83,0942023Revenue 2024: $663,180Expenses 2024: $857,371Net Income 2024: -$194,1912024

Highlighted filing

2021

Revenue$605,311
Expenses$782,705
Net Income-$177,394
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Gross Receipts
$726,136
Mission and Program Overview

Mission

Beginning on the date of incorporation, the sole activity of the corporation has been to hold investments and property, and maintain and rent such property, for and on behalf of the beneficial owners of the property and investments, abington monthly meeting of friends and abington friends school.

"SEE SCHEDULE O"

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$20,769,248$23,589,795▲ $2,820,547
Land, Buildings, and Equipment, Net$1,468,312$1,468,312→ $0
Cash and Non-Interest-Bearing Accounts$365,241$334,581▼ $30,660
Total Assets$22,602,801$25,392,688▲ $2,789,887
Liabilities
Other Liabilities$5,000$5,000→ $0
Accounts Payable and Accrued Expenses$1,574$0▼ $1,574
Total Liabilities$6,574$5,000▼ $1,574
Net Assets / Fund Balance
Net Assets With Donor Restrictions$22,596,227$25,387,688▲ $2,791,461
Total Net Assets Fund Balance$22,596,227$25,387,688▲ $2,791,461
Total Liabilities and Net Assets / Fund Balance$22,602,801$25,392,688▲ $2,789,887

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,468,312--
Other Securities$4,550,099--
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
W Bruce Beaton IvPresident
Stefan PancoeVice President
Alicia AgogliaDirector
Darlene Williams-whiteDirector
Irvin G Schorsch IiiDirector
Loretta FoxDirector
Peter SchorschDirector
Diane VernonSecretary
Walter SingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$587,245
Other Revenue
$18,066
Change in Net Assets
$-177,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$782,705
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
Interest---$66,542
Fees for Service Investment Mgmnt Fees---$12,771
Insurance---$5,788
Fees for Services Legal---$1,632
Other Expenses---$526
Total Functional Expenses$0$0$0$782,705
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Stepup Lease Deposit Returnable$5,000
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is delivered to the president of the john barnes trustees, inc. By the secretary upon receipt from the tax preparer, for review.”

Form 990, Part VI, Section C, Line 19

“Documents are made available for public review at abington monthly meeting of friends (church).”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“W. Bruce beaton, iv - 328 radcliffe street, bristol, pa 19007. Walter singer - 338 gerard avenue, elkins park, pa 19027. Diane vernon - 1131 hague's mill road, ambler, pa 19002. Irvin g. Schorsch iii - 1579 warner road, meadowbrook, pa 19046. Darlene williams-white - 12 n york road #605, hatboro, pa 19090. Alicia agoglia - 304 bent rd, wyncote, pa 19095.”

Filing and Contact Details

Filer

Filer Name
John Barnes Trustees Inc
EIN
23-6251652
Phone
2159791302
Address
520 MEETINGHOUSE ROAD, JENKINTOWN, PA 19046

Signing Officer

Name
Walter Singer
Title
Treasurer
Phone
2159791302
Signed
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Bruce Beaton Iv
Formed
2007
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Duane Morris Llp
Address
30 S 17TH STREET, PHILADELPHIA, PA 19103-4196
Preparer
Barbara a Ruth-cook
Phone
2159791640
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The audit committee of abington monthly meeting of friends, acts as auditor of john barnes trustees, inc. John barnes trustees,inc., does not employ an outside auditor. This is not a required audit. There has been no change from the previous year's procedure.”

Raw XML Appendix373 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS DELIVERED TO THE PRESIDENT OF THE JOHN BARNES TRUSTEES, INC. BY THE SECRETARY UPON RECEIPT FROM THE TAX PREPARER, FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE FOR PUBLIC REVIEW AT ABINGTON MONTHLY MEETING OF FRIENDS (CHURCH).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2W. BRUCE BEATON, IV - 328 RADCLIFFE STREET, BRISTOL, PA 19007. WALTER SINGER - 338 GERARD AVENUE, ELKINS PARK, PA 19027. DIANE VERNON - 1131 HAGUE'S MILL ROAD, AMBLER, PA 19002. IRVIN G. SCHORSCH III - 1579 WARNER ROAD, MEADOWBROOK, PA 19046. DARLENE WILLIAMS-WHITE - 12 N YORK ROAD #605, HATBORO, PA 19090. ALICIA AGOGLIA - 304 BENT RD, WYNCOTE, PA 19095.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AUDIT COMMITTEE OF ABINGTON MONTHLY MEETING OF FRIENDS, ACTS AS AUDITOR OF JOHN BARNES TRUSTEES, INC. JOHN BARNES TRUSTEES,INC., DOES NOT EMPLOY AN OUTSIDE AUDITOR. THIS IS NOT A REQUIRED AUDIT. THERE HAS BEEN NO CHANGE FROM THE PREVIOUS YEAR'S PROCEDURE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
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IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ABINGTON FRIENDS SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0800159584
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1231390625
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ELEMENTARY SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0520 MEETINGHOUSE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1575 WASHINGTON LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0JENKINTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1JENKINTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019046
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd119046
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0695446
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ABINGTON FRIENDS SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt022602801
IRS990/TotalAssetsEOYAmt025392688
IRS990/TotalAssetsGrp/BOYAmt022602801
IRS990/TotalAssetsGrp/EOYAmt025392688
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0782705
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06574
IRS990/TotalLiabilitiesEOYAmt05000
IRS990/TotalLiabilitiesGrp/BOYAmt06574
IRS990/TotalLiabilitiesGrp/EOYAmt05000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022596227
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt025387688
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0605311
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0605311
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022602801
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt025392688
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0328 RADCLIFFE STREET
IRS990/USAddress/CityNm0BRISTOL
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019007
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER SINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02159791302
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN BARNES TRUSTEES INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ABINGTON FRIENDS MEETING
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0236251652
ReturnHeader/Filer/PhoneNum02159791302
ReturnHeader/Filer/USAddress/AddressLine1Txt0520 MEETINGHOUSE ROAD
ReturnHeader/Filer/USAddress/CityNm0JENKINTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019046
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231392502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUANE MORRIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 S 17TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191034196
ReturnHeader/PreparerPersonGrp/PhoneNum02159791640
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA A RUTH-COOK
ReturnHeader/ReturnTs02022-05-11T15:12:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALTER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SINGER
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
$25,392,688
Liabilities
$5,000
Net assets
$25,387,688
Revenue
$605,311
Expenses
$782,705
Net income
-$177,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.0$0.01$25.0$0.66$0.86$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.9$0.01$22.9$0.89$0.81$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$0.01$20.4$0.67$0.81$0.14
2021Detailed filing. Detailed filing data is available for this year.$25.4$0.01$25.4$0.61$0.78$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$0.01$22.6$0.42$0.89$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$0.01$20.6$0.59$0.81$0.22
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$0.01$17.7$0.63$0.89$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.01$19.2$0.80$0.77$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$0.01$17.3$0.67$0.74$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.01$17.0$0.90$0.89$0.01
2014Detailed filing. Detailed filing data is available for this year.$18.0$0.07$17.9$0.77$0.73$0.03