Civic Intelligence

Bbh Employee Relief Fund

990 • Fiscal year 2013 • EIN 46-1351121

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 03, 2014

C/O Brown Brothers Harriman CO NoTax-1710005-1101

(212) 483-1818

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

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

Liabilities / Revenue

48th percentile

0.00x

Higher debt load relative to revenue than 48% of similar nonprofits.

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

Net Margin

3rd percentile

-100%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

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

Asset Growth

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

2nd percentile

-93%

Faster revenue growth than 2% of similar nonprofits.

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

Assets

Down

$413,092

Down $76,487 (-16%) from 2012

Net Assets

Down

$413,067

Down $42,753 (-9.4%) from 2012

Liabilities

Down

$25

Down $33,734 (-100%) from 2012

Revenue

Down

$42,555

Down $576,124 (-93%) from 2012

Expenses

Down

$85,308

Down $77,551 (-48%) from 2012

Net Income

Down

-$42,753

Down $498,573 (-109%) from 2012

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $489,579Liabilities 2012: $33,759Net Assets 2012: $455,8202012Assets 2013: $413,092Liabilities 2013: $25Net Assets 2013: $413,0672013Assets 2014: $402,426Liabilities 2014: $25Net Assets 2014: $402,4012014Assets 2015: $381,765Liabilities 2015: $25Net Assets 2015: $381,7402015Assets 2016: $317,851Liabilities 2016: $25Net Assets 2016: $317,8262016Assets 2017: $282,528Liabilities 2017: $25Net Assets 2017: $282,5032017Assets 2018: $199,827Liabilities 2018: $263Net Assets 2018: $199,5642018Assets 2019: $130,452Liabilities 2019: $25Net Assets 2019: $130,4272019Assets 2020: $894,701Liabilities 2020: $12,025Net Assets 2020: $882,6762020Assets 2021: $845,431Liabilities 2021: $60Net Assets 2021: $845,3712021Assets 2022: $731,975Liabilities 2022: $25Net Assets 2022: $731,9502022Assets 2023: $646,277Liabilities 2023: $50Net Assets 2023: $646,2272023

Highlighted filing

2013

Assets$413,092
Liabilities$25
Net Assets$413,067

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $618,679Expenses 2012: $162,859Net Income 2012: $455,8202012Revenue 2013: $42,555Expenses 2013: $85,308Net Income 2013: -$42,7532013Revenue 2014: $6,233Expenses 2014: $16,899Net Income 2014: -$10,6662014Revenue 2015: $3,706Expenses 2015: $24,367Net Income 2015: -$20,6612015Revenue 2016: $8,199Expenses 2016: $72,113Net Income 2016: -$63,9142016Revenue 2017: $6,352Expenses 2017: $41,675Net Income 2017: -$35,3232017Revenue 2018: $8,327Expenses 2018: $91,266Net Income 2018: -$82,9392018Revenue 2019: $93,288Expenses 2019: $162,425Net Income 2019: -$69,1372019Revenue 2020: $898,281Expenses 2020: $146,032Net Income 2020: $752,2492020Revenue 2021: $29,666Expenses 2021: $66,971Net Income 2021: -$37,3052021Revenue 2022: $31,380Expenses 2022: $144,801Net Income 2022: -$113,4212022Revenue 2023: $19,809Expenses 2023: $105,532Net Income 2023: -$85,7232023

Highlighted filing

2013

Revenue$42,555
Expenses$85,308
Net Income-$42,753
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 3, 2014
Return Version
2013v3.0
Gross Receipts
$42,555
Mission and Program Overview

Mission

The mission of the bbh employee relief fund is to assist eligible bbh employees and their immediate family members with financial assistance to help with emergency and basic living expenses in time of need due to a catastrophic event.

To provide financial assistance to present and future employees of brown brothers harriman & co. And its affiliates and their families who are victims of natural or civil disasters (e.g., fire, tornado, floods, etc.) or who are facing severe financial hardships including, for example, difficulty in meeting basic expenses after the death of an immediate family member or the inability to pay unusual and uninsured medical costs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$489,579$413,092▼ $76,487
Total Assets$489,579$413,092▼ $76,487
Liabilities
Accounts Payable and Accrued Expenses$33,759$25▼ $33,734
Total Liabilities$33,759$25▼ $33,734
Net Assets / Fund Balance
Unrestricted Net Assets$455,820$413,067▼ $42,753
Total Net Assets Fund Balance$455,820$413,067▼ $42,753
Total Liabilities and Net Assets / Fund Balance$489,579$413,092▼ $76,487
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathryn C GeorgeDirector, Chair of the Boa
Claudia CohenPresident
Marla BarrVice President
Kevin W StoneDirector
Maroa C VelezDirector
Elizabeth RandSecretary
Richard HamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,555
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$27,755
Change in Net Assets
$-42,753
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$58,500
Other Expenses$26,808
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$58,500--$58,500
Fees for Services Legal-$11,543-$11,543
Other Expenses-$465-$465
Total Functional Expenses$58,500$26,808$0$85,308
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Claudia CohenOfficer of a Related EntityPerformance of Services as President of the FundNo-
Elizabeth RandOfficer of a Related EntityPerformance of Services as Secretary of the FundNo-
Kathryn C GeorgePartner of a Related EntityPerformance of Services as Director of the FundNo-
Kevin W StonePartner of a Related EntityPerformance of Services as Director of the FundNo-
Marla BarrOfficer of a Related EntityPerformance of Services as Vice President of the FundNo-
Maroa C VelezPartner of a Related EntityPerformance of Services as Director of the FundNo-
Richard HamOfficer of a Related EntityPerformance of Services as Treasurer of the FundNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Section A, Line 2

The officers of the filing organization are officers of the sole member, brown brothers harriman & co.

Form 990, Part VI, Section A, Line 6

The sole member of the bbh employee relief fund is brown brothers harriman & co.

Form 990, Part VI, Section A, Line 7A

Directors shall be appointed by the member, brown brothers harriman & co.

Form 990, Part VI, Section B, Line 11

Form 990 is available to the governing body's review upon request.

Form 990, Part VI, Section B, Line 12C

A copy of the corporation's conflict of interest policy (the "policy") is provided to each current covered person (as defined below) and to all new officers, directors and key employees upon undertaking the duties of such office. In order to assist the corporation in identifying potential covered transactions (as defined below), each officer, director and key employee is required annually to complete and sign a conflict of interest declaration and to update such declaration as necessary to reflect changes during the course of the year. A "covered transaction" includes any transaction between the filing organization and its officers, directors and key employees, or between the organization and a family member or affiliated entity of an officer, director or key employee, and any other transaction in which there may be an actual or perceived conflict of interest. The board and the president: (a) review the annual declarations and receive disclosure of possible covered transactions; (b) review possible covered transactions to determine whether they meet the standards described in the policy; (c) maintain the records described in the policy; and (d) report to the board on any approved covered transactions and the administration of the policy.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

EIN
46-1351121
Phone
2124831818

Signing Officer

Name
Richard Ham
Title
Treasurer
Phone
2124831818
Signed
2014-09-03

Organization Details

Principal Officer
Kathryn C George
Formed
2012
Legal Domicile
De
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
12
Raw XML Appendix348 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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PERFORMANCE OF SERVICES AS DIRECTOR OF THE FUND
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2PERFORMANCE OF SERVICES AS DIRECTOR OF THE FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3PERFORMANCE OF SERVICES AS PRESIDENT OF THE FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4PERFORMANCE OF SERVICES AS TREASURER OF THE FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc5PERFORMANCE OF SERVICES AS VICE PRESIDENT OF THE FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc6PERFORMANCE OF SERVICES AS SECRETARY OF THE FUND
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS OF THE FILING ORGANIZATION ARE OFFICERS OF THE SOLE MEMBER, BROWN BROTHERS HARRIMAN & CO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOLE MEMBER OF THE BBH EMPLOYEE RELIEF FUND IS BROWN BROTHERS HARRIMAN & CO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS SHALL BE APPOINTED BY THE MEMBER, BROWN BROTHERS HARRIMAN & CO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS AVAILABLE TO THE GOVERNING BODY'S REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE CORPORATION'S CONFLICT OF INTEREST POLICY (THE "POLICY") IS PROVIDED TO EACH CURRENT COVERED PERSON (AS DEFINED BELOW) AND TO ALL NEW OFFICERS, DIRECTORS AND KEY EMPLOYEES UPON UNDERTAKING THE DUTIES OF SUCH OFFICE. IN ORDER TO ASSIST THE CORPORATION IN IDENTIFYING POTENTIAL COVERED TRANSACTIONS (AS DEFINED BELOW), EACH OFFICER, DIRECTOR AND KEY EMPLOYEE IS REQUIRED ANNUALLY TO COMPLETE AND SIGN A CONFLICT OF INTEREST DECLARATION AND TO UPDATE SUCH DECLARATION AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. A "COVERED TRANSACTION" INCLUDES ANY TRANSACTION BETWEEN THE FILING ORGANIZATION AND ITS OFFICERS, DIRECTORS AND KEY EMPLOYEES, OR BETWEEN THE ORGANIZATION AND A FAMILY MEMBER OR AFFILIATED ENTITY OF AN OFFICER, DIRECTOR OR KEY EMPLOYEE, AND ANY OTHER TRANSACTION IN WHICH THERE MAY BE AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST. THE BOARD AND THE PRESIDENT: (A) REVIEW THE ANNUAL DECLARATIONS AND RECEIVE DISCLOSURE OF POSSIBLE COVERED TRANSACTIONS; (B) REVIEW POSSIBLE COVERED TRANSACTIONS TO DETERMINE WHETHER THEY MEET THE STANDARDS DESCRIBED IN THE POLICY; (C) MAINTAIN THE RECORDS DESCRIBED IN THE POLICY; AND (D) REPORT TO THE BOARD ON ANY APPROVED COVERED TRANSACTIONS AND THE ADMINISTRATION OF THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/StatesWhereCopyOfReturnIsFldCd1IL
IRS990/StatesWhereCopyOfReturnIsFldCd2MA
IRS990/StatesWhereCopyOfReturnIsFldCd3NC
IRS990/StatesWhereCopyOfReturnIsFldCd4NJ
IRS990/StatesWhereCopyOfReturnIsFldCd5NY
IRS990/StatesWhereCopyOfReturnIsFldCd6PA
IRS990/StatesWhereCopyOfReturnIsFldCd7DE
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0489579
IRS990/TotalAssetsEOYAmt0413092
IRS990/TotalAssetsGrp/BOYAmt0489579
IRS990/TotalAssetsGrp/EOYAmt0413092
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt042555
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026808
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058500
IRS990/TotalFunctionalExpensesGrp/TotalAmt085308
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt033759
IRS990/TotalLiabilitiesEOYAmt025
IRS990/TotalLiabilitiesGrp/BOYAmt033759
IRS990/TotalLiabilitiesGrp/EOYAmt025
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0455820
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0413067
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt058500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt042555
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0489579
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0413092
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0455820
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0413067
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10C/O BROWN BROTHERS HARRIMAN CO NO
IRS990/USAddress/AddressLine20TAX-17
IRS990/USAddress/City0BROADWAY NEW YORK
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode0100051101
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD HAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124831818
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10BBH EMPLOYEE RELIEF FUND
ReturnHeader/Filer/BusinessNameControlTxt0BBHE
ReturnHeader/Filer/EIN0461351121
ReturnHeader/Filer/PhoneNum02124831818
ReturnHeader/Filer/USAddress/AddressLine10C/O BROWN BROTHERS HARRIMAN CO NO
ReturnHeader/Filer/USAddress/AddressLine20TAX-17
ReturnHeader/Filer/USAddress/City0BROADWAY NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0100051101
ReturnHeader/ReturnTs02014-09-05T08:57:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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