Civic Intelligence

Michael R Barrett Foundation Inc

990PF • Fiscal year 2013 • EIN 31-1685426

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 08, 2014

PO Box 115645201-1156

(513) 579-6585

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

28th percentile

-8.7%

Higher net margin than 28% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

52nd percentile

1.6%

Faster asset growth than 52% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$1,974

Up $31 (+1.6%) from 2012

Net Assets

Up

$1,974

Up $31 (+1.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$2,731

No earlier filing loaded for comparison.

Expenses

Up

$2,969

Up $73 (+2.5%) from 2012

Net Income

-$238

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0-$20KAssets 2011: $37,954Liabilities 2011: $0Net Assets 2011: $37,9542011Assets 2012: $1,943Liabilities 2012: $0Net Assets 2012: $1,9432012Assets 2013: $1,974Liabilities 2013: $0Net Assets 2013: $1,9742013Assets 2014: $1,423Liabilities 2014: $0Net Assets 2014: $1,4232014Assets 2015: $1,899Liabilities 2015: $0Net Assets 2015: $1,8992015Assets 2016: $2,423Liabilities 2016: $0Net Assets 2016: $2,4232016Assets 2017: -$1,849Liabilities 2017: $0Net Assets 2017: -$1,8492017Assets 2018: $763Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $36,844Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $56,598Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $10,799Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $10,799Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2013

Assets$1,974
Liabilities$0
Net Assets$1,974

Operations Trend

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

$50K$0-$50KExpenses 2011: $7,6892011Expenses 2012: $2,8962012Revenue 2013: $2,731Expenses 2013: $2,969Net Income 2013: -$2382013Revenue 2014: $5,724Expenses 2014: $5,956Net Income 2014: -$2322014Revenue 2015: $1,187Expenses 2015: $711Net Income 2015: $4762015Revenue 2016: $1,205Expenses 2016: $681Net Income 2016: $5242016Revenue 2017: $1,178Expenses 2017: $5,450Net Income 2017: -$4,2722017Revenue 2018: $1,164Expenses 2018: $450Net Income 2018: $7142018Revenue 2019: $1,215Expenses 2019: $900Net Income 2019: $3152019Revenue 2020: $1,268Expenses 2020: $1,662Net Income 2020: -$3942020Revenue 2021: $1,768Expenses 2021: $42,785Net Income 2021: -$41,0172021Revenue 2022: $843Expenses 2022: $2,450Net Income 2022: -$1,6072022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Highlighted filing

2013

Revenue$2,731
Expenses$2,969
Net Income-$238
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 8, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL R BARRETTTrustee-$0--
JOHN F BARRETTTrustee-$0--
JAMES H BRUNTrustee-$0--
Filing and Contact Details

Filer

EIN
31-1685426
Phone
5135796585

Signing Officer

Name
Micheal R Barrett
Title
Trustee
Phone
5135796585
Signed
2014-04-08

Preparer

Preparer
Michael R Lenihan CPA
Phone
5138717766
Raw XML Appendix291 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL R BARRETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN F BARRETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES H BRUN
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04769
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013566
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02080
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04518
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04769
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01500
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01779
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013566
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012066
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02041
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01779
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0810
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1609
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Tax preparation fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Custodian & Management fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0810
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1609
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0810
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1609
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0269
OtherIncreasesSchedule/OtherIncreasesDetail/Description0Prior Period Adjustment
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt050
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0Ohio filing fee
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt050
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHEAL R BARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05135796585
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10Michael R Barrett Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0311685426
ReturnHeader/Filer/PhoneNum05135796585
ReturnHeader/Filer/USAddress/AddressLine10PO Box 1156
ReturnHeader/Filer/USAddress/City0Cincinnati
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0452011156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Lenihan & Company Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102631 Erie Ave Suite 26
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode045208
ReturnHeader/PreparerPersonGrp/PhoneNum05138717766
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R LENIHAN CPA
ReturnHeader/ReturnTs02014-09-15T10:17:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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