Civic Intelligence

The Bar Plan Foundation

EIN 43-1679870 • 501(c)3 • St Louis, MO

Profile

To promote and improve ethics and professionalism in the practice of law.

622 Emerson Road Suite 100St Louis, MO 63141

www.thebarplan.com/about_us/foundation.html

Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.09x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

1.4%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$738,647

Up $69,808 (+10%) from 2023

Liabilities

Down

$5,758

Down $1 (-0.0%) from 2023

Net Assets

Up

$732,889

Up $69,809 (+11%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin90th percentile

Revenue

Up

$65,171

Up $903 (+1.4%) from 2023

Expenses

Down

$31,762

Down $2,272 (-6.7%) from 2023

Net Income

Up

$33,409

Up $3,175 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$800K$600K$400K$200K$0Assets 2011: $449,668Liabilities 2011: $19,789Net Assets 2011: $429,8792011Assets 2012: $475,861Liabilities 2012: $36,301Net Assets 2012: $439,5602012Assets 2013: $524,629Liabilities 2013: $26,427Net Assets 2013: $498,2022013Assets 2014: $540,807Liabilities 2014: $55,484Net Assets 2014: $485,3232014Assets 2015: $482,477Liabilities 2015: $125,492Net Assets 2015: $356,9852015Assets 2016: $575,079Liabilities 2016: $141,863Net Assets 2016: $433,2162016Assets 2017: $598,735Liabilities 2017: $111,246Net Assets 2017: $487,4892017Assets 2018: $548,815Liabilities 2018: $69,094Net Assets 2018: $479,7212018Assets 2019: $592,075Liabilities 2019: $42,446Net Assets 2019: $549,6292019Assets 2020: $582,245Liabilities 2020: $28,983Net Assets 2020: $553,2622020Assets 2021: $634,925Liabilities 2021: $7,521Net Assets 2021: $627,4042021Assets 2022: $613,569Liabilities 2022: $12,811Net Assets 2022: $600,7582022Assets 2023: $668,839Liabilities 2023: $5,759Net Assets 2023: $663,0802023Assets 2024: $738,647Liabilities 2024: $5,758Net Assets 2024: $732,8892024

Highlighted filing

2024

Assets$738,647
Liabilities$5,758
Net Assets$732,889
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$400K$200K$0-$200KRevenue 2011: $372,623Expenses 2011: $329,272Net Income 2011: $43,3512011Revenue 2012: $354,872Expenses 2012: $334,088Net Income 2012: $20,7842012Revenue 2013: $327,782Expenses 2013: $311,324Net Income 2013: $16,4582013Revenue 2014: $377,114Expenses 2014: $335,449Net Income 2014: $41,6652014Revenue 2015: $282,030Expenses 2015: $357,415Net Income 2015: -$75,3852015Revenue 2016: $359,126Expenses 2016: $341,575Net Income 2016: $17,5512016Revenue 2017: $122,253Expenses 2017: $75,525Net Income 2017: $46,7282017Revenue 2018: $106,947Expenses 2018: $70,833Net Income 2018: $36,1142018Revenue 2019: $113,027Expenses 2019: $72,408Net Income 2019: $40,6192019Revenue 2020: $22,588Expenses 2020: $28,183Net Income 2020: -$5,5952020Revenue 2021: $97,589Expenses 2021: $35,453Net Income 2021: $62,1362021Revenue 2022: $79,330Expenses 2022: $36,149Net Income 2022: $43,1812022Revenue 2023: $64,268Expenses 2023: $34,034Net Income 2023: $30,2342023Revenue 2024: $65,171Expenses 2024: $31,762Net Income 2024: $33,4092024

Highlighted filing

2024

Revenue$65,171
Expenses$31,762
Net Income$33,409
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$738,647
Liabilities
$5,758
Net assets
$732,889
Revenue
$65,171
Expenses
$31,762
Net income
$33,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.39$0.06$7.33$0.65$0.32$0.33
2023Detailed filing. Detailed filing data is available for this year.$6.69$0.06$6.63$0.64$0.34$0.30
2022Detailed filing. Detailed filing data is available for this year.$6.14$0.13$6.01$0.79$0.36$0.43
2021Detailed filing. Detailed filing data is available for this year.$6.35$0.08$6.27$0.98$0.35$0.62
2020Detailed filing. Detailed filing data is available for this year.$5.82$0.29$5.53$0.23$0.28$0.06
2019Detailed filing. Detailed filing data is available for this year.$5.92$0.42$5.50$1.13$0.72$0.41
2018Detailed filing. Detailed filing data is available for this year.$5.49$0.69$4.80$1.07$0.71$0.36
2017Detailed filing. Detailed filing data is available for this year.$5.99$1.11$4.87$1.22$0.76$0.47
2016Detailed filing. Detailed filing data is available for this year.$5.75$1.42$4.33$3.59$3.42$0.18
2015Detailed filing. Detailed filing data is available for this year.$4.82$1.25$3.57$2.82$3.57$0.75
2014Detailed filing. Detailed filing data is available for this year.$5.41$0.55$4.85$3.77$3.35$0.42
2013Detailed filing. Detailed filing data is available for this year.$5.25$0.26$4.98$3.28$3.11$0.16
2012Summary only. Only limited summary data is available for this year.$4.76$0.36$4.40$3.55$3.34$0.21
2011Summary only. Only limited summary data is available for this year.$4.50$0.20$4.30$3.73$3.29$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$72,206
Mission and Program Overview

Mission

To promote and improve ethics and professionalism in the practice of law.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$557,593$631,279▲ $73,686
Cash and Non-Interest-Bearing Accounts$52,727$59,530▲ $6,803
Savings and Temporary Cash Investments$58,519$47,838▼ $10,681
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$668,839$738,647▲ $69,808
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$5,756$5,757▲ $1
Accounts Payable and Accrued Expenses$3$1▼ $2
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,759$5,758▼ $1
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$663,080$732,889▲ $69,809
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$663,080$732,889▲ $69,809
Total Liabilities and Net Assets / Fund Balance$668,839$738,647▲ $69,808

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$9,139$9,139
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseOtherTotal
Kent HydeTrustee$250$15,060$15,310
David E LarsonTrustee$250-$250
Jennifer SchwendemannTrustee$250-$250

Board Members and Trustees

NameTitle
Karen R MccarthyPresident
Christian a StiegemeyerExecutive VP
PAT O'LEARYVP & General Counsel

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$17,914
Program Service Revenue
$27,687
Investment Income
$26,605
Other Revenue
$-7,035
Change in Net Assets
$33,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,284
Other Expenses$12,478
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$11,513--$11,513
Grants to Domestic Orgs$7,771--$7,771
Travel$5,516$419-$5,935
Office Expenses$420$2,180-$2,600
Other Expenses$200$1,178-$1,178
All Other Expenses-$750-$750
Advertising$159--$159
Total Functional Expenses$25,579$6,183$0$31,762
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,035
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$17,914$139-$139
Total Events$17,914$139$7,036$-6,897
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Affiliates$5,757
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Bar Plan Foundation
EIN
43-1679870
In Care Of
% THE BAR PLAN MUTUAL INSUR C
Phone
3149653333
Address
622 EMERSON ROAD SUITE 100, ST LOUIS, MO 63141

Signing Officer

Name
PATRICK O'LEARY
Title
VP & General Counsel
Phone
3142881056
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
PATRICK O'LEARY
Formed
1993
Legal Domicile
Mo
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Armanino Advisory LLC
Address
6 CITYPLACE DRIVE SUITE 900, ST LOUIS, MO 63141
Preparer
Joanne H Kearbey
Phone
3149831200
Supplemental Narrative

Additional Explanations

Conflict of Interest Policy

“The bar plan foundation's compliance department monitors the activities of all of the bar plan companies and questions items that may come up throughout the year.”

Compensation Policy

“An annual review is performed by the ceo of the bar plan of the executive director.”

Review of 990

“The president and director of finance review before filing.”

Information for Public

“The taxpayer will make its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

David E. Larson (trustee)

“Address for david e. Larson: martin pringle attorneys at law, one main plaza, 4435 main street, suite 920, kansas city, mo 64111”

Kent O. Hyde (trustee)

“Address for kent o. Hyde: kent, hyde & love, llp 1121 s. Glenstone avenue springfield, mo 65804”

Jennifer Schwendemann (trustee)

“Address for jennifer schwendemann: littler, 600 washington ave., suite 900, st. Louis, mo 63101”

Christian A. Stiegemeyer (trustee)

“Address for christian a. Stiegemeyer: the bar plan foundation, 622 emerson road, suite 100, st. Louis, mo 63141”

Karen R. Mccarthy (trustee)

“Address for karen r. Mccarthy: the bar plan foundation, 622 emerson road, suite 100, st. Louis, mo 63141”

Raw XML AppendixShowing 400 of 612 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/TitleTxt1VP & GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE VP
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