Civic Intelligence

Houston Barc Foundation

990 • Fiscal year 2017 • EIN 36-4683504

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 13, 2018

PO Box 22568Houston, TX 77227

(713) 837-9534

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

89th percentile

49%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$613,110

Up $202,477 (+49%) from 2016

Net Assets

Up

$613,110

Up $202,477 (+49%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$291,191

Up $27,675 (+11%) from 2016

Expenses

Up

$91,620

Up $41,611 (+83%) from 2016

Net Income

Down

$199,571

Down $13,936 (-6.5%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $68,828Net Assets 2011: $68,8282011Assets 2012: $120,012Net Assets 2012: $120,0122012Assets 2013: $147,815Net Assets 2013: $147,8152013Assets 2014: $201,946Net Assets 2014: $201,9462014Assets 2015: $197,126Liabilities 2015: $0Net Assets 2015: $197,1262015Assets 2016: $410,633Liabilities 2016: $0Net Assets 2016: $410,6332016Assets 2017: $613,110Liabilities 2017: $0Net Assets 2017: $613,1102017Assets 2018: $696,294Liabilities 2018: $0Net Assets 2018: $696,2942018Assets 2019: $334,078Liabilities 2019: $271Net Assets 2019: $333,8072019Assets 2020: $385,443Net Assets 2020: $385,4432020Assets 2021: $360,899Liabilities 2021: $5,000Net Assets 2021: $355,8992021Assets 2022: $438,220Liabilities 2022: $0Net Assets 2022: $438,2202022Assets 2023: $573,809Liabilities 2023: $0Net Assets 2023: $573,8092023Assets 2024: $876,412Liabilities 2024: $0Net Assets 2024: $876,4122024

Highlighted filing

2017

Assets$613,110
Liabilities$0
Net Assets$613,110

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $133,420Expenses 2011: $64,592Net Income 2011: $68,8282011Revenue 2012: $101,983Expenses 2012: $50,799Net Income 2012: $51,1842012Revenue 2013: $130,001Expenses 2013: $102,198Net Income 2013: $27,8032013Revenue 2014: $176,587Expenses 2014: $122,456Net Income 2014: $54,1312014Revenue 2015: $193,520Expenses 2015: $198,340Net Income 2015: -$4,8202015Revenue 2016: $263,516Expenses 2016: $50,009Net Income 2016: $213,5072016Revenue 2017: $291,191Expenses 2017: $91,620Net Income 2017: $199,5712017Revenue 2018: $216,706Expenses 2018: $133,522Net Income 2018: $83,1842018Revenue 2019: $425,995Expenses 2019: $788,482Net Income 2019: -$362,4872019Revenue 2020: $93,715Expenses 2020: $42,079Net Income 2020: $51,6362020Revenue 2021: $127,796Expenses 2021: $157,340Net Income 2021: -$29,5442021Revenue 2022: $233,521Expenses 2022: $152,375Net Income 2022: $81,1462022Revenue 2023: $285,313Expenses 2023: $149,712Net Income 2023: $135,6012023Revenue 2024: $491,958Expenses 2024: $235,764Net Income 2024: $256,1942024

Highlighted filing

2017

Revenue$291,191
Expenses$91,620
Net Income$199,571
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 13, 2018
Return Version
2017v2.2
Gross Receipts
$299,343
Mission and Program Overview

Mission

Houston BARC Foundation was formed to raise funds to improve existing Houston BARC facilities, to raise awareness of homeless animal prevention programs, and to make spay and neuter assistance programs more widely accessible to Houston residents.

Raise awareness of homeless animal prevention programs and provide accessibility to spay and neuter assistance programs available in Houston.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$408,756$612,221▲ $203,465
Accounts Receivable$1,000$0▼ $1,000
Prepaid Expenses and Deferred Charges$877$889▲ $12
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$410,633$613,110▲ $202,477
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$409,103$483,074▲ $73,971
Temporarily Rstr Net Assets$1,530$130,036▲ $128,506
Total Net Assets Fund Balance$410,633$613,110▲ $202,477
Total Liabilities and Net Assets / Fund Balance$410,633$613,110▲ $202,477
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alan RatliffPresident
Annise ParkerDirector
Elsie J EckertDirector
Frances Castaneda DyessDirector
Janice RuddDirector
Josephine VashiDirector
Judi McGeeDirector
Julie DowDirector
Kaherine ThomassonDirector
Kelley LangDirector
Kevin JonesDirector
Mason MoteDirector
Michele HedgesDirector
Shawn StephensDirector
Sofia AdrogueDirector
Susan BoggioDirector
Y Ping SunDirector
Caroline BakerSecretary
Corrie MoralesSecretary-Elect
Sten GustafsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$291,768
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-577
All Other Contributions
$241,879
Change in Net Assets
$199,571
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,279
Other Expenses$39,341
Total Fundraising Expense$607
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,279--$52,279
Office Expenses$8,867$5,007$607$14,481
Fees for Services Accounting-$10,110-$10,110
Fees for Services Other-$8,250-$8,250
Insurance$1,211$1,731-$2,942
Advertising$1,478--$1,478
Information Technology-$1,459-$1,459
Travel-$621-$621
Total Functional Expenses$63,835$27,178$607$91,620
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of Houston BARCHouston, TX170(c)(1)Shelter needs/ Spay/Neuter$52,279
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,152
Fundraising Gross Income$7,575
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk$50,699$5,875$3,284$2,591
Total Events$50,699$5,875$6,459$-584
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Once the Federal Form 990 is completed, all Board Members and our accountant review the document. The Treasurer has final approval and signs it before filing with the IRS.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

All Board members are required annually to review and sign the Conflict of Interest policy.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All of our governing documents, conflict of interest policy and financial statements are available upon written request.

Filing and Contact Details

Filer

Filer Name
Houston BARC Foundation
EIN
36-4683504
Phone
7138379534
Address
PO Box 22568, Houston, TX 77227

Signing Officer

Name
Sten Gustafson
Title
Treasurer
Signed
2018-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Ratliff
Formed
2010
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
22

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0236581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0169987
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0124748
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$4.92$2.36$2.56
2023Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$2.85$1.50$1.36
2022Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$2.34$1.52$0.81
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.05$3.56$1.28$1.57$0.30
2020Detailed filing. Detailed filing data is available for this year.$3.85$3.85$0.94$0.42$0.52
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$4.26$7.88$3.62
2018Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$2.17$1.34$0.83
2017Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$2.91$0.92$2.00
2016Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$2.64$0.50$2.14
2015Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$1.94$1.98$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.02$2.02$1.77$1.22$0.54
2013Detailed filing. Detailed filing data is available for this year.$1.48$1.48$1.30$1.02$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$1.20$1.02$0.51$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.69$1.33$0.65$0.69