Civic Intelligence

Greater Richmond Bar Foundation

990 • Fiscal year 2020 • EIN 54-1081082

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 26, 2020

PO Box 25072Richmond, VA 23260

(804) 780-2600

Siviq Scores

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

Liabilities / Assets

74th percentile

0.09x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.08x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

51st percentile

5.8%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$59,108

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 28.8% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

14%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

8.9%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$181,565

Up $22,173 (+14%) from 2019

Net Assets

Up

$166,080

Up $9,007 (+5.7%) from 2019

Liabilities

Up

$15,485

Up $13,166 (+568%) from 2019

Revenue

Up

$205,526

Up $16,746 (+8.9%) from 2019

Expenses

Up

$193,704

Up $18,959 (+11%) from 2019

Net Income

Down

$11,822

Down $2,213 (-16%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $108,221Liabilities 2011: $3,5612011Assets 2012: $181,224Liabilities 2012: $3,784Net Assets 2012: $177,4402012Assets 2013: $122,225Liabilities 2013: $2,284Net Assets 2013: $119,9412013Assets 2014: $191,068Liabilities 2014: $2,512Net Assets 2014: $188,5562014Assets 2015: $181,941Liabilities 2015: $2,316Net Assets 2015: $179,6252015Assets 2016: $165,277Liabilities 2016: $2,316Net Assets 2016: $162,9612016Assets 2017: $170,874Liabilities 2017: $2,371Net Assets 2017: $168,5032017Assets 2018: $145,335Liabilities 2018: $2,297Net Assets 2018: $143,0382018Assets 2019: $159,392Liabilities 2019: $2,319Net Assets 2019: $157,0732019Assets 2020: $181,565Liabilities 2020: $15,485Net Assets 2020: $166,0802020Assets 2021: $298,298Liabilities 2021: $2,011Net Assets 2021: $296,2872021Assets 2022: $304,120Liabilities 2022: $1,146Net Assets 2022: $302,9742022Assets 2023: $336,795Liabilities 2023: $25,601Net Assets 2023: $311,1942023Assets 2024: $475,968Liabilities 2024: $33,399Net Assets 2024: $442,5692024Assets 2025: $441,063Liabilities 2025: $57,793Net Assets 2025: $383,2702025

Highlighted filing

2020

Assets$181,565
Liabilities$15,485
Net Assets$166,080

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $92,296Expenses 2011: $83,153Net Income 2011: $9,1432011Revenue 2012: $294,036Expenses 2012: $221,256Net Income 2012: $72,7802012Revenue 2013: $228,739Expenses 2013: $286,238Net Income 2013: -$57,4992013Revenue 2014: $196,595Expenses 2014: $127,530Net Income 2014: $69,0652014Revenue 2015: $70,762Expenses 2015: $79,449Net Income 2015: -$8,6872015Revenue 2016: $151,353Expenses 2016: $168,019Net Income 2016: -$16,6662016Revenue 2017: $151,646Expenses 2017: $146,104Net Income 2017: $5,5422017Revenue 2018: $123,373Expenses 2018: $148,838Net Income 2018: -$25,4652018Revenue 2019: $188,780Expenses 2019: $174,745Net Income 2019: $14,0352019Revenue 2020: $205,526Expenses 2020: $193,704Net Income 2020: $11,8222020Revenue 2021: $296,595Expenses 2021: $191,986Net Income 2021: $104,6092021Revenue 2022: $287,963Expenses 2022: $281,276Net Income 2022: $6,6872022Revenue 2023: $278,051Expenses 2023: $269,831Net Income 2023: $8,2202023Revenue 2024: $649,161Expenses 2024: $517,786Net Income 2024: $131,3752024Revenue 2025: $285,076Expenses 2025: $344,375Net Income 2025: -$59,2992025

Highlighted filing

2020

Revenue$205,526
Expenses$193,704
Net Income$11,822
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 26, 2020
Return Version
2019v5.1
Gross Receipts
$221,303
Mission and Program Overview

Mission

The mission of the greater richmond bar foundation is to expand access to justice by mobilizing, training, and connecting attorneys to pro bono clients. In the commonwealth of virignia, grbf serves as a hub of pro bono service and outreach to the community. Through strategic planning, centralized communications, and support, we assess priority needs for pro bono services and then connect lawyers to these opportunities to serve.

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$125,202$169,333▲ $44,131
Accounts Receivable$34,190$12,232▼ $21,958
Total Assets$159,392$181,565▲ $22,173
Liabilities
Accounts Payable and Accrued Expenses$2,319$15,485▲ $13,166
Total Liabilities$2,319$15,485▲ $13,166
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$131,571$148,530▲ $16,959
Net Assets With Donor Restrictions$25,502$17,550▼ $7,952
Total Net Assets Fund Balance$157,073$166,080▲ $9,007
Total Liabilities and Net Assets / Fund Balance$159,392$181,565▲ $22,173
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Alexandra S FannonExecutive DirectorPT$59,108$59,108
Revenue and Support

Revenue Composition

Contributions and Grants
$221,300
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$-15,777
All Other Contributions
$157,900
Change in Net Assets
$11,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$122,974
Other Expenses$57,316
Grants and Similar Amounts Paid$13,414
Total Fundraising Expense$8,416
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$65,222$7,673$3,837$76,732
Other Salaries and Wages$31,747$3,734$1,868$37,349
All Other Expenses$10,865$5,623$1,555$18,043
Grants to Domestic Orgs$13,414--$13,414
Payroll Taxes$7,558$890$445$8,893
Fees for Services Accounting$0$8,538$0$8,538
Other Expenses$5,586$1,064$0$6,650
Occupancy$3,734$0$711$4,445
Advertising$1,306$249$0$1,555
Conferences and Meetings$434$0$0$434
Total Functional Expenses$154,801$30,487$8,416$193,704
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
VCU Jazz Student FundRichmond, VA10700Scholarship$10,700
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,777
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jazz 4 Justice$39,900$0-$0
Pro Bono Celeb$23,500$0-$0
Total Events$63,400$0$15,777$-15,777
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
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
Greater Richmond Bar Foundation
EIN
54-1081082
Phone
8047802600
Address
PO Box 25072, Richmond, VA 23260

Signing Officer

Name
Sharon Stuart
Title
Treasurer
Phone
8047802600
Signed
2020-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Stuart
Formed
1978
Legal Domicile
Va
Voting Board Members
21
Independent Board Members
21
Employees
4
Volunteers
500

Preparer

Firm
Gary S Levine CPA
Address
2406 Floyd Avenue, Richmond, VA 23220
Preparer
Gary S Levine CPA
Phone
8044326598
Supplemental Narrative

Additional Explanations

Pt V, Line 14B

The mission of the Greater Richmond Bar Foundation is to expand access to Justice through mobilizing, training, and connecting attorneys to pro bono clients. In central Virginia, GRBF serves as the hub of pro bono service and outreach to the community. Through strategic planning, centralized communications, and support, we assess priority needs for pro bono services and then connect lawyers to these opportunities to serve.

Pt VI, Line 11B

Organization's Process to Review Form 990 - Reviewed by Treasurer and Executive Director along with professional tax preparer. Treasurer presents to Finance Committee for review and approval and then to full board for approval to file.

Pt VI, Line 12C

Enforcement of Conflicts Policy - The conflict of interest policy is distributed to individuals upon their election to the board. The individual provides written acknowledgement affirming receipt of the policy and stating the individual does not derive personal benefit from any activity of the foundation.

Pt VI, Line 19

Available upon request

Pt VI, Line 15A

Executive Director's compensation is compared to peer compensation of other local nonprofit organizations whose responsibilities and duties are similar.

Pt VI, Line 8A

Formal meetings are documentation includes date, time, place, and attendees. Generally, the agenda includes approving prior meeting minutes, update old business, discuss new business, and recording votes and motions.

Pt VI, Line 8B

Formal meetings are documentation includes date, time, place, and attendees. Generally, the agenda includes approving prior meeting minutes, update old business, discuss new business, and recording votes and motions.

Pt VI, Line 18

Documents are available upon request during normal business hours.

Pt VI, Line 19

Documents are available upon request during normal business hours.

Pt XII, Line 2C

There are no changes from prior years.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Immediate Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Executive Director
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IRS990/FundraisingDirectExpensesAmt015777
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IRS990/IRPDocumentCnt00
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IRS990/MissionDesc0See Schedule O
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IRS990/NetAssetsOrFundBalancesEOYAmt0166080
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc1Software Licensing
IRS990/OtherExpensesGrp/Desc2Development & Maintenance
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IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01634
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11082
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21064
IRS990/OtherExpensesGrp/ProgramServicesAmt09253
IRS990/OtherExpensesGrp/ProgramServicesAmt15682
IRS990/OtherExpensesGrp/ProgramServicesAmt25586
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IRS990/OtherExpensesGrp/TotalAmt16764
IRS990/OtherExpensesGrp/TotalAmt26650
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03734
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IRS990/PayrollTaxesGrp/FundraisingAmt0445
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0890
IRS990/PayrollTaxesGrp/ProgramServicesAmt07558
IRS990/PayrollTaxesGrp/TotalAmt08893
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Sharon Stuart
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Lead community strategic planning and service projects designed to increase access to justice and/or educate the public on access to justice issues
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt075207
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
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IRS990/PYContributionsGrantsAmt0203590
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt010100
IRS990/PYInvestmentIncomeAmt020
IRS990/PYOtherExpensesAmt079250
IRS990/PYOtherRevenueAmt0-14830
IRS990/PYRevenuesLessExpensesAmt014305
IRS990/PYSalariesCompEmpBnftPaidAmt085125
IRS990/PYTotalExpensesAmt0174475
IRS990/PYTotalRevenueAmt0188780
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt011822
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0128344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0162023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070754
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt086
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010455
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015413
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt086
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0801424
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0221300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0203590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0138799
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0166981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt070754

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.41$0.58$3.83$2.85$3.44$0.59
2024Detailed filing. Detailed filing data is available for this year.$4.76$0.33$4.43$6.49$5.18$1.31
2023Detailed filing. Detailed filing data is available for this year.$3.37$0.26$3.11$2.78$2.70$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.04$0.01$3.03$2.88$2.81$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.98$0.02$2.96$2.97$1.92$1.05
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.15$1.66$2.06$1.94$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.02$1.57$1.89$1.75$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.02$1.43$1.23$1.49$0.25
2017Summary only. Only limited summary data is available for this year.$1.71$0.02$1.69$1.52$1.46$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.02$1.63$1.51$1.68$0.17
2015Summary only. Only limited summary data is available for this year.$1.82$0.02$1.80$0.71$0.79$0.09
2014Summary only. Only limited summary data is available for this year.$1.91$0.03$1.89$1.97$1.28$0.69
2013Summary only. Only limited summary data is available for this year.$1.22$0.02$1.20$2.29$2.86$0.57
2012Summary only. Only limited summary data is available for this year.$1.81$0.04$1.77$2.94$2.21$0.73
2011Summary only. Only limited summary data is available for this year.$1.08$0.04$0.92$0.83$0.09