Civic Intelligence

The Bar Plan Foundation

990 • Fiscal year 2017 • EIN 43-1679870

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 17, 2018

Organization Profilewww.thebarplan.com/about_us/foundation.html
1717 Hidden Creek CourtSt Louis, MO 63131

(314) 965-3333

Siviq Scores

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

Liabilities / Assets

71st percentile

0.19x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

90th percentile

0.91x

Higher debt load relative to revenue than 90% of similar nonprofits.

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

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

98th percentile

$321,884

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 263.3% of source-year revenue.

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

Asset Growth

52nd percentile

4.1%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

3rd percentile

-66%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$598,735

Up $23,656 (+4.1%) from 2016

Net Assets

Up

$487,489

Up $54,273 (+13%) from 2016

Liabilities

Down

$111,246

Down $30,617 (-22%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin88th percentile

Revenue

Down

$122,253

Down $236,873 (-66%) from 2016

Expenses

Down

$75,525

Down $266,050 (-78%) from 2016

Net Income

Up

$46,728

Up $29,177 (+166%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$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

2017

Assets$598,735
Liabilities$111,246
Net Assets$487,489
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$122,253
Expenses$75,525
Net Income$46,728
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 17, 2018
Return Version
2017v2.3
Gross Receipts
$137,952
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$504,023$542,087▲ $38,064
Savings and Temporary Cash Investments$39,339$38,773▼ $566
Land, Buildings, and Equipment, Net$23,012$16,736▼ $6,276
Cash and Non-Interest-Bearing Accounts$8,563$386▼ $8,177
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$575,079$598,735▲ $23,656
Other Assets Total$142$753▲ $611
Liabilities
Other Liabilities$138,847$112,149▼ $26,698
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
Accounts Payable and Accrued Expenses$3,016$-903▼ $3,919
Total Liabilities$141,863$111,246▼ $30,617
Net Assets / Fund Balance
Unrestricted Net Assets$433,216$487,489▲ $54,273
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$433,216$487,489▲ $54,273
Total Liabilities and Net Assets / Fund Balance$575,079$598,735▲ $23,656

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16,736$23,259$39,995
Equipment-$1,014$1,014
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Whittney DunnRisk ManagerFT-$94,250$94,250
Kent HydeTrustee-$250$13,050$13,300
David E LarsonTrustee-$250-$250
Jennifer SchwendemannTrustee-$250-$250
Keith a BirkesTrustee-$250-$250

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$17,450
Program Service Revenue
$72,060
Investment Income
$35,567
Other Revenue
$-2,824
Change in Net Assets
$46,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,647
Grants and Similar Amounts Paid$12,500
Salaries, Compensation, and Employee Benefits$3,378
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$35$16,918-$16,953
Conferences and Meetings$14,544--$14,544
Grants to Domestic Individuals$12,500--$12,500
Travel$11,738--$11,738
Depreciation Depletion-$6,276-$6,276
Other Employee Benefits-$2,378-$2,378
Other Expenses$8,596$1,335-$1,335
Current Officers, Directors, Trustees, and Key Employees-$1,000-$1,000
Advertising-$33-$33
Total Functional Expenses$47,413$28,112$0$75,525
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,699
Fundraising Gross Income$12,875
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$30,325$12,875$15,699$-2,824
Total Events$30,325$12,875$15,699$-2,824
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$112,149
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
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
1717 HIDDEN CREEK COURT, ST LOUIS, MO 63131

Signing Officer

Name
Greg Klaus
Title
CFO
Phone
3149653333
Signed
2018-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Klaus
Formed
1993
Legal Domicile
Mo
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
15

Preparer

Firm
Brown Smith Wallace Llp
Address
6 CITYPLACE DRIVE SUITE 900, ST LOUIS, MO 63141
Preparer
Alan J Fine
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 any items that may come up throughout the year.”

Compensation Policy

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

Review of 990

“The president, cfo, and the board of the foundation review form 990 before it is filed.”

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: withers, brant, igoe & mullennix, p.c. Two south main liberty, mo 64068”

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: husch & eppenberger, llc the plaza clayton office tower 190 carondelet plaza, suite 600 st. Louis, mo 63105”

Keith A. Birkes (trustee)

“Address for keith a. Birkes: the missouri bar p.o. Box 119 jefferson city, mo 65102-0119”

Raw XML AppendixShowing 400 of 672 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/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0190193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0218657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0230114
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019413
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09720
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt056078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068230
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt084850
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt090365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0407045
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07417
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09720
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt017450
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$598,735
Liabilities
$111,246
Net assets
$487,489
Revenue
$122,253
Expenses
$75,525
Net income
$46,728
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