Civic Intelligence

The Barra Foundation Inc

EIN 23-6277885 • Philadelphia, PA

1617 John F Kennedy Blvd 2019Philadelphia, PA 19103
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

34th percentile

0.04x

Higher debt load relative to assets than 34% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.42x

Higher debt load relative to revenue than 60% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

71st percentile

20%

Higher net margin than 71% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$345,845

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

80th percentile

15%

Faster asset growth than 80% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

96%

Faster revenue growth than 88% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$94,849,803

Up $12,684,606 (+15%) from 2023

Liabilities

Up

$3,687,225

Up $1,043,737 (+39%) from 2023

Net Assets

Up

$91,162,578

Up $11,640,869 (+15%) from 2023

Revenue

Up

$8,764,398

Up $4,291,758 (+96%) from 2023

Expenses

Up

$7,013,678

Up $1,878,247 (+37%) from 2023

Net Income

Up

$1,750,720

Up $2,413,511 (+364%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2019: $80,193,736Liabilities 2019: $0Net Assets 2019: $80,193,7362019Assets 2020: $78,843,114Liabilities 2020: $0Net Assets 2020: $78,843,1142020Assets 2021: $88,095,707Liabilities 2021: $0Net Assets 2021: $88,095,7072021Assets 2022: $82,770,739Liabilities 2022: $2,078,520Net Assets 2022: $80,692,2192022Assets 2023: $82,165,197Liabilities 2023: $2,643,488Net Assets 2023: $79,521,7092023Assets 2024: $94,849,803Liabilities 2024: $3,687,225Net Assets 2024: $91,162,5782024

Highlighted filing

2024

Assets$94,849,803
Liabilities$3,687,225
Net Assets$91,162,578

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2019: $6,110,966Expenses 2019: $4,638,049Net Income 2019: $1,472,9172019Revenue 2020: $3,667,037Expenses 2020: $5,017,659Net Income 2020: -$1,350,6222020Revenue 2021: $13,456,505Expenses 2021: $4,203,912Net Income 2021: $9,252,5932021Revenue 2022: $289,675Expenses 2022: $4,679,680Net Income 2022: -$4,390,0052022Revenue 2023: $4,472,640Expenses 2023: $5,135,431Net Income 2023: -$662,7912023Revenue 2024: $8,764,398Expenses 2024: $7,013,678Net Income 2024: $1,750,7202024

Highlighted filing

2024

Revenue$8,764,398
Expenses$7,013,678
Net Income$1,750,720

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTINA L WAHLPresident, TreasurerFT$325,242$20,603$345,845
MATTHEW BERGHEISERChairmanPT$0--
CLAYTON GATES MCNEILSecretary-$0--
EMILY L TURNERAssistant Treasurer-$0--
UVA COLESDirector-$0--
MICHAEL DIPIANODirector-$0--
STACY E HOLLANDDirector-$0--
MAGDA MARTINEZDirector-$0--
DAVID P O'CONNERDirector-$0--
JOANNA MCNEIL LEWISDirector-$0--
ROBERT L MCNEIL IIIDirector-$0--
JOHN C WILLIAMS JRDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTCG GROCERIESCATALYST FUND GRANT - $300,000, KNOWLEDGE AND NETWORKS GRANT - $5,000PCPHILADELPHIA, PA, US$305,000
Paid GrantPHILADELPHIA CITY FUNDCATALYST FUND GRANTPCPHILADELPHIA, PA, US$300,000
Paid GrantWORKSHOP LEARNINGENTITY SUPPORT - SPECIAL GRANTPCNARBERTH, PA, US$263,280
Paid GrantART-REACHKNOWLEDGE AND NETWORKS GRANTPCPHILADELPHIA, PA, US$205,000
Paid GrantPHILADELPHIA ACCELERATOR FUNDMISSION ALIGNED INVESTMENT GRANTPCPHILADELPHIA, PA, US$200,000
Paid GrantSUSTAINABLE BUSINESS NETWORKTRIPLE BOTTOM BREWINGCATALYST FUND GRANTPCPHILADELPHIA, PA, US$182,500
Paid GrantTHE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIAKNOWLEDGE AND NETWORKS GRANTPCPHILADELPHIA, PA, US$180,000
Paid GrantDREXEL UNIVERSITYCATALYST FUND GRANTPCPHILADELPHIA, PA, US$150,000
Paid GrantFAMFREQUENCY PRODUCTIONSCATALYST FUND GRANTPCPHILADELPHIA, PA, US$150,000
Paid GrantNATIONAL PHILANTHROPIC TRUSTENTITY SUPPORT - SPECIAL GRANTPCJENKINTOWN, PA, US$125,000
Paid GrantRESEARCH FOR ACTIONCATALYST FUND GRANTPCPHILADELPHIA, PA, US$118,000
Paid GrantGREENLINE ACCESS CAPITALKNOWLEDGE AND NETWORKS GRANTPCPHILADELPHIA, PA, US$105,000
Paid GrantWE LOVE PHILLYCATALYST FUND GRANT - $100,000, KNOWLEDGE AND NETWORKS GRANT - $5,000PCPHILADELPHIA, PA, US$105,000
Paid GrantBOLTCATALYST FUND GRANTPCPHILADELPHIA, PA, US$100,000
Paid GrantDEMOCRACY AT WORK INSTITUTECATALYST FUND GRANTPCSAN FRANCISCO, CA, US$100,000
Paid GrantGREEN & HEALTHY HOMES INITIATIVE INCCATALYST FUND GRANTPCBALTIMORE, MD, US$100,000
Paid GrantMANN CENTER FOR THE PERFORMING ARTSCATALYST FUND GRANTPCPHILADELPHIA, PA, US$100,000
Paid GrantUNITED WAYENTITY SUPPORT - SPECIAL GRANT - $95,000, ENTITY SUPPORT - STAFF GRANT - $1,000PCPHILADELPHIA, PA, US$96,000
Paid GrantPATHWAYS TO HOUSING PACATALYST FUND GRANTPCPHILADELPHIA, PA, US$75,000
Paid GrantPIG IRON THEATRE COMPANYENTITY SUPPORT - SPECIAL GRANTPCPHILADELPHIA, PA, US$75,000
Paid GrantDEEP SPACE MINDFEDERATION OF NEIGHBORHOOD CENTERSCATALYST FUND GRANTPCPHILADELPHIA, PA, US$70,950
Paid GrantXIENTECATALYST FUND GRANT - $66,668, ENTITY SUPPORT - STAFF GRANT - $2,000PCPHILADELPHIA, PA, US$68,668
Paid GrantTHE FOUNTAIN FUNDKNOWLEDGE AND NETWORKS GRANT - $55,000, ENTITY SUPPORT - STAFF GRANT - $1,500PCCHARLOTTESVILLE, VA, US$56,500
Paid GrantNOWAK METRO FINANCE LABKNOWLEDGE AND NETWORKS GRANTPCPHILADELPHIA, PA, US$55,000
Paid GrantCCATECATALYST FUND GRANTPCBLUE BELL, PA, US$50,000
Paid GrantJUBILEE SCHOOLCATALYST FUND GRANTPCPHILADELPHIA, PA, US$50,000
Paid GrantP MICHAEL BOONE FOUNDATIONCATALYST FUND GRANTPCPHILADELPHIA, PA, US$50,000
Paid GrantTHE KELLY ANNE DOLAN MEMORIAL FUNDCATALYST FUND GRANTPCFT WASHINGTON, PA, US$50,000
Paid GrantTHE PHILADELPHIA FOUNDATIONENTITY SUPPORT - SPECIAL GRANTPCPHILADELPHIA, PA, US$50,000
Paid GrantCHILDREN'S LITERACY INITIATIVEKNOWLEDGE AND NETWORKS GRANT - $5,000, RECOVERY AND RESPONSE GRANT - $35,000PCPHILADELPHIA, PA, US$40,000
Paid GrantCOLLEGE UNBOUNDCATALYST FUND GRANTPCPROVIDENCE, RI, US$25,000
Paid GrantDAYONENOTDAYTWOCATALYST FUND GRANTPCPHILADELPHIA, PA, US$25,000
Paid GrantIMPACTPHLKNOWLEDGE AND NETWORKS GRANTPCPHILADELPHIA, PA, US$25,000
Paid GrantSEACHANGE CAPITAL PARTNERS INCENTITY SUPPORT - SPECIAL GRANTPCNEW YORK, NY, US$25,000
Paid GrantPROJECT HOMEENTITY SUPPORT - DIRECTOR'S GRANT - $20,000, ENTITY SUPPORT - STAFF GRANT - $1,000PCPHILADELPHIA, PA, US$21,000
Paid GrantANTHONY WAYNE THEATERENTITY SUPPORT - DIRECTOR'S GRANTPCWAYNE, PA, US$20,000
Paid GrantCOBBS CREEK RESTORATION AND COMMUNITY FOUNDATIONENTITY SUPPORT - DIRECTOR'S GRANTPCCONSHOHOCKEN, PA, US$20,000
Paid GrantHEIGHTS PHILADELPHIA (FORMERLY PHILA FUTURES)ENTITY SUPPORT - DIRECTOR'S GRANTPCPHILADELPHIA, PA, US$20,000
Paid GrantZOOLOGICAL SOCIETY OF PHILADELPHIAENTITY SUPPORT - DIRECTOR'S GRANTPCPHILADELPHIA, PA, US$20,000
Paid GrantEVERYTOWN FOR GUN SAFETYENTITY SUPPORT - DIRECTOR'S GRANTPCNEW YORK, NY, US$15,000
Paid GrantRONALD MCDONALD HOUSE CHARITIES OF THE PHILADELPHIA REGIONENTITY SUPPORT - DIRECTOR'S GRANTPCPHILADELPHIA, PA, US$15,000
Paid GrantPUENTES DE SALUDENTITY SUPPORT - DIRECTOR'S GRANT - $10,000, ENTITY SUPPORT - STAFF GRANT - $1,000PCPHILADELPHIA, PA, US$11,000
Paid GrantTHE WELCOMING CENTERENTITY SUPPORT - DIRECTOR'S GRANT - $10,000, ENTITY SUPPORT - STAFF GRANT - $1,000PCPHILADELPHIA, PA, US$11,000
Paid GrantCEASEFIRE PENNSYLVANIA EDUCATION FUNDENTITY SUPPORT - DIRECTOR'S GRANTPCPHILADELPHIA, PA, US$10,000
Paid GrantFORTRESS ARTS ACADEMYENTITY SUPPORT - DIRECTOR'S GRANTPCPHILADELPHIA, PA, US$10,000
Paid GrantINSTITUTE FOR EDUCATIONAL LEADERSHIP INCENTITY SUPPORT - DIRECTOR'S GRANTPCWASHINGTON, DC, US$10,000
Paid GrantJUNTOSENTITY SUPPORT - DIRECTOR'S GRANTPCPHILADELPHIA, PA, US$10,000
Paid GrantNEW SANCTUARY MOVEMENTENTITY SUPPORT - DIRECTOR'S GRANTPCPHILADELPHIA, PA, US$10,000
Paid GrantST PAUL'S EPISCOPAL CHURCHENTITY SUPPORT - DIRECTOR'S GRANTPCEXTON, PA, US$10,000
Paid GrantSTARFINDER FOUNDATIONENTITY SUPPORT - DIRECTOR'S GRANTPCPHILADELPHIA, PA, US$10,000
Paid GrantTHE WOODLYNDE SCHOOLENTITY SUPPORT - DIRECTOR'S GRANTPCSTRAFFORD, PA, US$10,000
Paid GrantYOUTH MENTORING PARTNERSHIPENTITY SUPPORT - DIRECTOR'S GRANTPCEXTON, PA, US$10,000
Paid GrantPHILANTHROPY NETWORK GREATER PHILADELPHIAENTITY SUPPORT - SPECIAL GRANT - $8,250, ENTITY SUPPORT - STAFF GRANT - $1,000PCPHILADELPHIA, PA, US$9,250
Paid GrantKENSINGTON CORRIDOR TRUSTKNOWLEDGE AND NETWORKS GRANT - $5,000, ENTITY SUPPORT - STAFF GRANT - $2,500PCPHILADELPHIA, PA, US$7,500
Paid GrantBOY'S LATIN OF PHILADELPHIAENTITY SUPPORT - DIRECTOR'S GRANTPCPHILADELPHIA, PA, US$5,000
Paid GrantBUILDING 21ENTITY SUPPORT - DIRECTOR'S GRANTPCPHILADELPHIA, PA, US$5,000
Paid GrantCHILDREN'S CRISIS TREATMENT CENTERKNOWLEDGE AND NETWORKS GRANTPCPHILADELPHIA, PA, US$5,000
Paid GrantCITY YEAR GREATER PHILADELPHIAENTITY SUPPORT - DIRECTOR'S GRANTPCPHILADELPHIA, PA, US$5,000
Paid GrantFIRST UPKNOWLEDGE AND NETWORKS GRANTPCPHILADELPHIA, PA, US$5,000
Paid GrantFOOD CONNECT COKNOWLEDGE AND NETWORKS GRANTPCPHILADELPHIA, PA, US$5,000
Paid GrantPOWER OF PAINT ART ACADEMYKNOWLEDGE AND NETWORKS GRANTPCPHILADELPHIA, PA, US$5,000
Paid GrantSIXERS YOUTH FOUNDATIONENTITY SUPPORT - DIRECTOR'S GRANTPCCAMDEN, NJ, US$5,000
Paid GrantSPIRAL Q PUPPET THEATERKNOWLEDGE AND NETWORKS GRANTPCPHILADELPHIA, PA, US$5,000
Paid GrantTREE HOUSE BOOKSKNOWLEDGE AND NETWORKS GRANTPCPHILADELPHIA, PA, US$5,000
Paid GrantFIRST PERSON ARTSENTITY SUPPORT - STAFF GRANTPCPHILADELPHIA, PA, US$2,500
Paid GrantGREATER PHILADELPHIA YMCAENTITY SUPPORT - DIRECTOR'S GRANTPCCONSHOHOCKEN, PA, US$2,500
Paid GrantINTERNATIONAL MYELOMAENTITY SUPPORT - STAFF GRANTPCNORTH HOLLYWOOD, CA, US$2,500
Paid GrantMOVEMENT ALLIANCE PROJECTENTITY SUPPORT - DIRECTOR'S GRANTPCPHILADELPHIA, PA, US$2,500
Paid GrantSALUS UNIVERSITYENTITY SUPPORT - DIRECTOR'S GRANTPCELKINS PARK, PA, US$2,500
Paid GrantST PAUL'S BAPTIST CHURCHENTITY SUPPORT - STAFF GRANTPCPHILADELPHIA, PA, US$2,500
Paid GrantTHE PERFORMANCE ZONE INC DBA THE FIELDENTITY SUPPORT - STAFF GRANTPCNEW YORK, NY, US$2,500
Paid GrantMISSION INVESTORS EXCHANGEENTITY SUPPORT - SPECIAL GRANTPCWASHINGTON, DC, US$2,200
Paid GrantJU-JITSU SHOTOKANENTITY SUPPORT - STAFF GRANTPCCLAYMONT, DE, US$1,500
Paid GrantTHE BARNSTORMERSENTITY SUPPORT - STAFF GRANTPCRIDLEY PARK, PA, US$1,500
Paid GrantNEW VOTERS ORGENTITY SUPPORT - STAFF GRANTPCBERWYN, PA, US$1,250
Paid GrantPA YOUTH VOTEENTITY SUPPORT - STAFF GRANTPCPHILADELPHIA, PA, US$1,250
Paid GrantASAPENTITY SUPPORT - STAFF GRANTPCPHILADELPHIA, PA, US$1,000
Paid GrantCENTRO DE APOYOENTITY SUPPORT - STAFF GRANTPCDREXEL HILL, PA, US$1,000
Paid GrantCOMMUNITY LEGAL SERVICESENTITY SUPPORT - STAFF GRANTPCPHILADELPHIA, PA, US$1,000
Paid GrantHABITAT FOR HUMANITYENTITY SUPPORT - STAFF GRANTPCPHILADELPHIA, PA, US$1,000
Paid GrantNATIONALITIES SERVICE CENTERENTITY SUPPORT - STAFF GRANTPCPHILADELPHIA, PA, US$1,000
Paid GrantONES UPENTITY SUPPORT - STAFF GRANTPCPHILADELPHIA, PA, US$1,000
Paid GrantSCHUYLKILL RIVER DEVELOPMENTENTITY SUPPORT - STAFF GRANTPCPHILADELPHIA, PA, US$1,000
Paid GrantMT AIRY CDCENTITY SUPPORT - STAFF GRANTPCPHILADELPHIA, PA, US$500
Paid GrantTHE FUND FOR WOMENENTITY SUPPORT - STAFF GRANTPCWEST CHESTER, PA, US$500
Filing and Contact Details

Filer

Filer Name
The Barra Foundation Inc
EIN
23-6277885
Phone
6109647601
Address
1617 JOHN F KENNEDY BLVD 2019, PHILADELPHIA, PA 19103

Signing Officer

Name
Kristina L Wahl
Title
President
Phone
6109647601
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
Preparer
Connie M Lira
Phone
2156433900
Raw XML AppendixShowing 400 of 3,226 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt052875
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt0250000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0PROGRAM-RELATED INVESTMENT (PRI) TO JOUNCE PARTNERS (JOUNCE): THE SECOND OF TWO INSTALLMENTS OF A $500,000 2% INTEREST LOAN IN THE AMOUNT OF $250,000 WAS PROVIDED TO JOUNCE. THE PURPOSE OF THIS PROJECT IS TO SUPPORT THE DAY-TO-DAY OPERATING COSTS OF JOUNCE'S EXPERTISE LEADERSHIP OPPORTUNITY PROGRAM.
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32MORGAN STANLEY DTD 10/18/2022 6.342% 10/18/2033, 60000 SH
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42STATE STREET CORPORATION DTD 8/3/2023 5.272% 8/3/2026, 85000 SH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43THE HOME DEPOT INC DTD 3/28/2022 3.25% 4/15/2032, 110000 SH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44THE WALT DISNEY COMPANY DTD 9/6/2019 2% 9/1/2029, 100000 SH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45THERMO FISHER SCIENTIFIC INC DTD 11/21/2022 4.8% 11/21/2027, 65000 SH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm46TOTAL CAPITAL DTD 2/19/2019 3.455% 2/19/2029, 91000 SH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm47UNITEDHEALTH GROUP INC DTD 3/21/2024 4.6% 4/15/2027, 28000 SH
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