Civic Intelligence

James Purdy Barrow Foundation

990PF • Fiscal year 2020 • EIN 46-1638136

Jan 01, 2020 to Dec 31, 2020 • Filed on May 28, 2021

2200 Ross Avenue 31st FloorDallas, TX 75201

(214) 665-1900

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

92nd percentile

68%

Higher net margin than 92% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

94th percentile

95%

Faster asset growth than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

1173%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,375,335

Up $1,648,576 (+95%) from 2019

Net Assets

Up

$3,375,335

Up $1,648,576 (+95%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$2,438,910

Up $2,247,397 (+1173%) from 2019

Expenses

Up

$790,334

Up $683,709 (+641%) from 2019

Net Income

Up

$1,648,576

Up $1,563,688 (+1842%) from 2019

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2013: $4,310,910Liabilities 2013: $02013Assets 2014: $3,830,228Liabilities 2014: $02014Assets 2015: $2,126,901Liabilities 2015: $0Net Assets 2015: $2,126,9012015Assets 2016: $2,002,431Liabilities 2016: $0Net Assets 2016: $2,002,4312016Assets 2017: $2,230,879Liabilities 2017: $0Net Assets 2017: $2,230,8792017Assets 2018: $1,641,871Liabilities 2018: $0Net Assets 2018: $1,641,8712018Assets 2019: $1,726,759Liabilities 2019: $0Net Assets 2019: $1,726,7592019Assets 2020: $3,375,335Liabilities 2020: $0Net Assets 2020: $3,375,3352020Assets 2021: $3,133,542Liabilities 2021: $0Net Assets 2021: $3,133,5422021Assets 2022: $2,738,734Liabilities 2022: $0Net Assets 2022: $2,738,7342022Assets 2023: $8,380,339Liabilities 2023: $0Net Assets 2023: $8,380,3392023Assets 2024: $5,422,569Liabilities 2024: $0Net Assets 2024: $5,422,5692024

Highlighted filing

2020

Assets$3,375,335
Liabilities$0
Net Assets$3,375,335

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2013: $3,792,358Expenses 2013: $442,167Net Income 2013: $3,350,1912013Revenue 2014: $2,241,095Expenses 2014: $2,199,324Net Income 2014: $41,7712014Revenue 2015: $464,670Expenses 2015: $2,023,728Net Income 2015: -$1,559,0582015Revenue 2016: $56,493Expenses 2016: $180,963Net Income 2016: -$124,4702016Revenue 2017: $231,016Expenses 2017: $2,570Net Income 2017: $228,4462017Revenue 2018: $517,078Expenses 2018: $1,106,085Net Income 2018: -$589,0072018Revenue 2019: $191,513Expenses 2019: $106,625Net Income 2019: $84,8882019Revenue 2020: $2,438,910Expenses 2020: $790,334Net Income 2020: $1,648,5762020Revenue 2021: $241,441Expenses 2021: $483,234Net Income 2021: -$241,7932021Revenue 2022: $220,473Expenses 2022: $615,281Net Income 2022: -$394,8082022Revenue 2023: $6,423,797Expenses 2023: $782,192Net Income 2023: $5,641,6052023Revenue 2024: $589,000Expenses 2024: $3,546,770Net Income 2024: -$2,957,7702024

Highlighted filing

2020

Revenue$2,438,910
Expenses$790,334
Net Income$1,648,576
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 28, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James P BarrowPresident & Director-$0--
Jean S BarrowSecretary & Director-$0--
Ray NixonDirector-$0--
Filing and Contact Details

Filer

Filer Name
James Purdy Barrow Foundation
EIN
46-1638136
Phone
2146651900
Address
2200 Ross Avenue 31st Floor, Dallas, TX 75201

Signing Officer

Name
James Purdy Barrow
Title
President & Director
Signed
2021-05-28
Discuss with paid preparer
Yes

Preparer

Firm
Kristina B Simon CPA PLLC
Address
5825 Farr Oak Dr, Plano, TX 75093
Preparer
Kristina B Simon CPA
Phone
9724730415
Raw XML Appendix306 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James P Barrow
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jean S Barrow
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ray Nixon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary & Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04209 Park Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14209 Park Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22200 Ross Avenue 31st Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Dallas
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0James P Barrow
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0to help their mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1to help further their charitable mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2to assist the organization in its mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3to further the school's mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4to help charity achieve mission to help North Dallas youth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5to help the school in its mission to enhance the lives of children and families regardless of economic background
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0University of S Carolina Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Catholic Charities of Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Robert E Lee Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Incarnation House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5St Philip's School
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12945 Walnut Hill Lane 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21007 Hutchins Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3630 Cousar Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44601 North Central Expwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51600 Pennsylvania Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Columbia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Bishopville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd329010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575215
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0785000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0191524
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0191524
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0983907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt050035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01865769
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01865769
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01631141
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0596143
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0983907
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt050035
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0787667
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0596143
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03496910
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02900767
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Brokerage Account Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
TaxesSchedule/TaxesDetail/Amt03734
TaxesSchedule/TaxesDetail/CategoryTxt02019 Form 990-PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01867
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01867
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Purdy Barrow
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & Dir
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James Purdy Barrow Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0461638136
ReturnHeader/Filer/PhoneNum02146651900
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 Ross Avenue 31st Floor
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830650913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kristina B Simon CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05825 Farr Oak Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plano
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075093
ReturnHeader/PreparerPersonGrp/PhoneNum09724730415
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristina B Simon CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-28T10:05:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James Purdy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Barrow
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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