Civic Intelligence

Barrett Family Foundation

EIN 62-1854996 • Pennington, NJ

PO Box 1532 AftPennington, NJ 08534
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

55th percentile

3.6%

Faster asset growth than 55% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

80th percentile

43%

Faster revenue growth than 80% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$877,647

Up $49,584 (+6.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$877,647

Up $49,584 (+6.0%) from 2024

Operations
Liabilities / Revenue40th percentileNet Margin88th percentile

Revenue

Up

$103,153

Up $44,529 (+76%) from 2024

Expenses

Up

$53,582

Up $5,304 (+11%) from 2024

Net Income

Up

$49,571

Up $39,225 (+379%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2012: $554,452Liabilities 2012: $0Net Assets 2012: $554,4522012Assets 2013: $577,890Liabilities 2013: $02013Assets 2014: $618,636Liabilities 2014: $02014Assets 2015: $630,440Liabilities 2015: $02015Assets 2019: $722,234Liabilities 2019: $02019Assets 2020: $743,453Liabilities 2020: $0Net Assets 2020: $743,4532020Assets 2021: $828,814Liabilities 2021: $0Net Assets 2021: $828,8142021Assets 2022: $818,421Liabilities 2022: $0Net Assets 2022: $818,4212022Assets 2023: $817,886Liabilities 2023: $0Net Assets 2023: $817,8862023Assets 2024: $828,063Liabilities 2024: $0Net Assets 2024: $828,0632024Assets 2025: $877,647Liabilities 2025: $0Net Assets 2025: $877,6472025

Highlighted filing

2025

Assets$877,647
Liabilities$0
Net Assets$877,647
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2012: $41,2972012Revenue 2013: $61,934Expenses 2013: $40,976Net Income 2013: $20,9582013Revenue 2014: $88,210Expenses 2014: $46,141Net Income 2014: $42,0692014Revenue 2015: $60,913Expenses 2015: $49,789Net Income 2015: $11,1242015Revenue 2019: $41,440Expenses 2019: $48,805Net Income 2019: -$7,3652019Revenue 2020: $73,155Expenses 2020: $52,897Net Income 2020: $20,2582020Revenue 2021: $127,199Expenses 2021: $43,796Net Income 2021: $83,4032021Revenue 2022: $45,610Expenses 2022: $55,366Net Income 2022: -$9,7562022Revenue 2023: $50,477Expenses 2023: $50,761Net Income 2023: -$2842023Revenue 2024: $58,624Expenses 2024: $48,278Net Income 2024: $10,3462024Revenue 2025: $103,153Expenses 2025: $53,582Net Income 2025: $49,5712025

Highlighted filing

2025

Revenue$103,153
Expenses$53,582
Net Income$49,571
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$877,647
Liabilities
$0
Net assets
$877,647
Revenue
$103,153
Expenses
$53,582
Net income
$49,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$1.03$0.54$0.50
2024Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.59$0.48$0.10
2023Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.50$0.51$0.00
2022Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.46$0.55$0.10
2021Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$1.27$0.44$0.83
2020Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.73$0.53$0.20
2019Summary only. Only limited summary data is available for this year.$7.22$0.00$0.41$0.49$0.07
2015Summary only. Only limited summary data is available for this year.$6.30$0.00$0.61$0.50$0.11
2014Summary only. Only limited summary data is available for this year.$6.19$0.00$0.88$0.46$0.42
2013Summary only. Only limited summary data is available for this year.$5.78$0.00$0.62$0.41$0.21
2012Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 8, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH G BARRETTPresident-$0--
LINDA J BARRETTVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWORLD CENTRAL KITCHENUNRESTRICTED GENERALPCWASHINGTON, DC, US$12,100
Paid GrantHABITAT FOR HUMANITYUNRESTRICTED GENERALPCAMERICUS, GA, US$10,500
Paid GrantTRINITY PRESBYTERIAN CHURCHUNRESTRICTED GENERALPCHERNDON, VA, US$6,000
Paid GrantCARNEGIE MELLON UNIVERSITYUNRESTRICTED GENERALPCPITTSBURGH, PA, US$4,000
Paid GrantGROVE CITY COLLEGEUNRESTRICTED GENERALPCGROVE CITY, PA, US$4,000
Paid GrantCHRISTOPHER NEWPORT UNIVERSITY ED FDNUNRESTRICTED GENERALPCNEWPORT NEWS, VA, US$2,000
Filing and Contact Details

Filer

Filer Name
Barrett Family Foundation
EIN
62-1854996
Phone
8888663275
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534

Signing Officer

Name
Joseph Barrett
Title
Trustee
Phone
8888663275
Signed
2026-01-08
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534
Preparer
Karen J Kiser
Phone
8888663275
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