Civic Intelligence

William P L Barrett Foundation Inc.

990PF • Fiscal year 2020 • EIN 31-1685428

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization Profile
C/O J Brun - One E Fourth StreetCincinnati, OH 45202

(513) 579-6585

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

72nd percentile

22%

Higher net margin than 72% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

55th percentile

4.2%

Faster asset growth than 55% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

3.4%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$80,166

Up $3,232 (+4.2%) from 2019

Net Assets

Up

$80,166

Up $3,232 (+4.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin72nd percentile

Revenue

Up

$7,660

Up $254 (+3.4%) from 2019

Expenses

Up

$5,984

Up $156 (+2.7%) from 2019

Net Income

Up

$1,676

Up $98 (+6.2%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$100K$50K$0Assets 2015: $62,002Liabilities 2015: $0Net Assets 2015: $62,0022015Assets 2016: $62,582Liabilities 2016: $0Net Assets 2016: $62,5822016Assets 2017: $64,405Liabilities 2017: $0Net Assets 2017: $64,4052017Assets 2018: $60,900Liabilities 2018: $0Net Assets 2018: $60,9002018Assets 2019: $76,934Liabilities 2019: $0Net Assets 2019: $76,9342019Assets 2020: $80,166Liabilities 2020: $0Net Assets 2020: $80,1662020Assets 2021: $87,337Liabilities 2021: $0Net Assets 2021: $87,3372021Assets 2022: $73,731Liabilities 2022: $0Net Assets 2022: $73,7312022Assets 2023: $63,744Liabilities 2023: $1Net Assets 2023: $63,7432023Assets 2024: $66,442Liabilities 2024: $0Net Assets 2024: $66,4422024

Highlighted filing

2020

Assets$80,166
Liabilities$0
Net Assets$80,166
Open 2020 Filing

Operations Trend

Revenue Growth69th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2015: $2,012Expenses 2015: $8,208Net Income 2015: -$6,1962015Revenue 2016: $7,742Expenses 2016: $5,985Net Income 2016: $1,7572016Revenue 2017: $4,644Expenses 2017: $5,519Net Income 2017: -$8752017Revenue 2018: $5,435Expenses 2018: $4,447Net Income 2018: $9882018Revenue 2019: $7,406Expenses 2019: $5,828Net Income 2019: $1,5782019Revenue 2020: $7,660Expenses 2020: $5,984Net Income 2020: $1,6762020Revenue 2021: $8,855Expenses 2021: $7,598Net Income 2021: $1,2572021Revenue 2022: $7,770Expenses 2022: $7,701Net Income 2022: $692022Revenue 2023: $10,463Expenses 2023: $8,364Net Income 2023: $2,0992023Revenue 2024: $6,871Expenses 2024: $8,122Net Income 2024: -$1,2512024

Highlighted filing

2020

Revenue$7,660
Expenses$5,984
Net Income$1,676
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM PL BARRETTTrustee-$0--
JOHN F BARRETTTrustee-$0--
JAMES H BRUNTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERALPUBLICCINCINNATI, OH, US$1,000
Paid Grant-GENERALPCCINCINNATI, OH, US$1,000
Paid Grant-GENERALPCCINCINNATI, OH, US$700
Paid Grant-GENERALPCCINCINNATI, OH, US$500
Paid Grant-CharitablePCCINCINNATI, OH, US$250
Paid Grant-CharitablePCCOVINGTON, KY, US$250
Paid Grant-GENERALPCMASON, OH, US$250
Paid Grant-GENERALPCCINCINNATI, OH, US$250
Paid Grant-CHARITABLEPCCINCINNATI, OH, US$250
Filing and Contact Details

Filer

Filer Name
William Pl Barrett Foundation Inc
EIN
31-1685428
Phone
5135796585
Address
C/O J BRUN - ONE E FOURTH STREET, CINCINNATI, OH 45202

Signing Officer

Name
James H Brun
Title
Trustee
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Keating Muething & Klekamp PLL
Address
1 E 4th St Suite 1400, Cincinnati, OH 45202
Preparer
James H Brun
Phone
5135796400
Raw XML Appendix332 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM PL BARRETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN F BARRETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES H BRUN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1400 BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2ONE E FOURTH STREET -STE 1400
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01034
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0KEATING MUETHING & KLEKAMP PLL
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01034
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01034
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TaxesSchedule/TaxesDetail/Amt050
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES H BRUN
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
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ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0311685428
ReturnHeader/Filer/PhoneNum05135796585
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ReturnHeader/PreparerPersonGrp/PhoneNum05135796400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James H Brun
ReturnHeader/ReturnTs02021-05-10T08:33:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRUN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,166
Liabilities
$0
Net assets
$80,166
Revenue
$7,660
Expenses
$5,984
Net income
$1,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$66.4$0.00$66.4$6.87$8.12$1.25
2023Detailed filing. Detailed filing data is available for this year.$63.7$0.00$63.7$10.5$8.36$2.10
2022Detailed filing. Detailed filing data is available for this year.$73.7$0.00$73.7$7.77$7.70$0.07
2021Detailed filing. Detailed filing data is available for this year.$87.3$0.00$87.3$8.86$7.60$1.26
2020Detailed filing. Detailed filing data is available for this year.$80.2$0.00$80.2$7.66$5.98$1.68
2019Detailed filing. Detailed filing data is available for this year.$76.9$0.00$76.9$7.41$5.83$1.58
2018Detailed filing. Detailed filing data is available for this year.$60.9$0.00$60.9$5.44$4.45$0.99
2017Detailed filing. Detailed filing data is available for this year.$64.4$0.00$64.4$4.64$5.52$0.88
2016Detailed filing. Detailed filing data is available for this year.$62.6$0.00$62.6$7.74$5.99$1.76
2015Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$2.01$8.21$6.20