Civic Intelligence

Bbh Employee Relief Fund

990 • Fiscal year 2015 • EIN 46-1351121

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 29, 2016

C/O Bbh 140 Broadway No Tax-17New York, NY 10005-1101

(212) 483-1818

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

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

2015 filings • NTEE P • <$500k nonprofits • Source year 2015

Liabilities / Revenue

53rd percentile

0.01x

Higher debt load relative to revenue than 53% of similar nonprofits.

2015 filings • NTEE P • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-558%

Higher net margin than 1% of similar nonprofits.

2015 filings • NTEE P60 • <$500k nonprofits • Source year 2015

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2015 filings • NTEE P • <$500k nonprofits • Source year 2015

Asset Growth

35th percentile

-5.1%

Faster asset growth than 35% of similar nonprofits.

2015 filings • NTEE P • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-41%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • NTEE P • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$381,765

Down $20,661 (-5.1%) from 2014

Net Assets

Down

$381,740

Down $20,661 (-5.1%) from 2014

Liabilities

Flat

$25

Flat from 2014

Revenue

Down

$3,706

Down $2,527 (-41%) from 2014

Expenses

Up

$24,367

Up $7,468 (+44%) from 2014

Net Income

Down

-$20,661

Down $9,995 (-94%) from 2014

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

2015

Assets$381,765
Liabilities$25
Net Assets$381,740

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

2015

Revenue$3,706
Expenses$24,367
Net Income-$20,661
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 29, 2016
Return Version
2015v2.1
Gross Receipts
$3,706
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 immediate familiy members 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$402,426$381,765▼ $20,661
Total Assets$402,426$381,765▼ $20,661
Liabilities
Accounts Payable and Accrued Expenses$25$25→ $0
Total Liabilities$25$25→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$402,401$381,740▼ $20,661
Total Net Assets Fund Balance$402,401$381,740▼ $20,661
Total Liabilities and Net Assets / Fund Balance$402,426$381,765▼ $20,661
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
$3,706
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$506
Change in Net Assets
$-20,661
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,100
Other Expenses$4,267
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$20,100--$20,100
Other Expenses-$1,067-$1,067
Total Functional Expenses$20,100$4,267$0$24,367
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 OrganizationPerformance of Services as President of the FundNo-
Elizabeth RandOfficer of a Related OrganizationPerformance of Services as Secretary of the FundNo-
Fergus McnultyOfficer of a Related OrganizationPerformance of Services as Selection Committee Member of the FundNo-
Kathryn C GeorgePartner of a Related OrganizationPerformance of Services as Director of the FundNo-
Kathy IzardSpouse of Partner of a Related OrganizationPerformance of Services as Selection Committee Member of the FundNo-
Kevin W StonePartner of a Related OrganizationPerformance of Services as Director of the FundNo-
Marla BarrOfficer of a Related OrganizationPerformance of Services as Vice President of the FundNo-
Maroa C VelezPartner of a Related OrganizationPerformance of Services as Director of the FundNo-
Richard HamOfficer of a Related OrganizationPerformance 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

Explanation: most officers, directors, selection committee members and volunteers of the filing organization are officers or partners of the sole member, brown brothers harriman & co.

Form 990, Part VI, Section A, Line 6

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

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

Explanation: directors shall be appointed by the member, brown brothers harriman & co.

Form 990, Part VI, Section B, Line 11

Explanation: form 990 is available to the governing body's review upon request.

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

Explanation: 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

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

Filing and Contact Details

Filer

Filer Name
Bbh Employee Relief Fund
EIN
46-1351121
Phone
2124831818
Address
C/O BBH 140 BROADWAY NO TAX-17, NEW YORK, NY 10005-1101

Signing Officer

Name
Richard Ham
Title
Treasurer
Phone
2124831818
Signed
2016-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn C George
Formed
2012
Legal Domicile
De
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
9

Preparer

Firm
Brown Brothers Harriman & Co
Address
140 BROADWAY 17TH FLOOR, NEW YORK, NY 10005
Preparer
Sherry Reisch
Phone
2124831818
Raw XML Appendix354 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/TitleTxt1DIRECTOR
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd50
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd60
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd70
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd80
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PERFORMANCE OF SERVICES AS DIRECTOR OF THE FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1PERFORMANCE OF SERVICES AS SELECTION COMMITTEE MEMBER OF THE FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2PERFORMANCE OF SERVICES AS PRESIDENT OF THE FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3PERFORMANCE OF SERVICES AS TREASURER OF THE FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4PERFORMANCE OF SERVICES AS VICE PRESIDENT OF THE FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc5PERFORMANCE OF SERVICES AS SECRETARY OF THE FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc6PERFORMANCE OF SERVICES AS DIRECTOR OF THE FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc7PERFORMANCE OF SERVICES AS DIRECTOR OF THE FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc8PERFORMANCE OF SERVICES AS SELECTION COMMITTEE MEMBER OF THE FUND
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: MOST OFFICERS, DIRECTORS, SELECTION COMMITTEE MEMBERS AND VOLUNTEERS OF THE FILING ORGANIZATION ARE OFFICERS OR PARTNERS OF THE SOLE MEMBER, BROWN BROTHERS HARRIMAN & CO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION: THE SOLE MEMBER OF THE BBH EMPLOYEE RELIEF FUND IS BROWN BROTHERS HARRIMAN & CO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPLANATION: DIRECTORS SHALL BE APPOINTED BY THE MEMBER, BROWN BROTHERS HARRIMAN & CO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPLANATION: FORM 990 IS AVAILABLE TO THE GOVERNING BODY'S REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXPLANATION: 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXPLANATION: THE 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/StatesWhereCopyOfReturnIsFldCd4NY
IRS990/StatesWhereCopyOfReturnIsFldCd5PA
IRS990/StatesWhereCopyOfReturnIsFldCd6DE
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0402426
IRS990/TotalAssetsEOYAmt0381765
IRS990/TotalAssetsGrp/BOYAmt0402426
IRS990/TotalAssetsGrp/EOYAmt0381765
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03706
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04267
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020100
IRS990/TotalFunctionalExpensesGrp/TotalAmt024367
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025
IRS990/TotalLiabilitiesEOYAmt025
IRS990/TotalLiabilitiesGrp/BOYAmt025
IRS990/TotalLiabilitiesGrp/EOYAmt025
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0402401
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0381740
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020100
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03706
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0402426
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0381765
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0402401
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0381740
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O BBH 140 BROADWAY NO TAX-17
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd0100051101
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD HAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124831818
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BBH EMPLOYEE RELIEF FUND
ReturnHeader/Filer/BusinessNameControlTxt0BBHE
ReturnHeader/Filer/EIN0461351121
ReturnHeader/Filer/PhoneNum02124831818
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BBH 140 BROADWAY NO TAX-17
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100051101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134973745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN BROTHERS HARRIMAN & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 BROADWAY 17TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02124831818
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRY REISCH
ReturnHeader/ReturnTs02016-07-29T12:42:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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