Civic Intelligence

Barr Center

990 • Fiscal year 2023 • EIN 82-5480444

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 11, 2024

5115 Excelsior Blvd 476St Louis Park, MN 55416

(651) 343-6993

Siviq Scores

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

Liabilities / Assets

46th percentile

0.10x

Higher debt load relative to assets than 46% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.13x

Higher debt load relative to revenue than 43% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

61st percentile

9.3%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

77th percentile

$208,063

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

60th percentile

9.1%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-14%

Faster revenue growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$9,043,938

Up $756,800 (+9.1%) from 2022

Net Assets

Up

$8,131,738

Up $648,121 (+8.7%) from 2022

Liabilities

Up

$912,200

Up $108,679 (+14%) from 2022

Revenue

Down

$6,990,431

Down $1,117,611 (-14%) from 2022

Expenses

Up

$6,342,310

Up $1,310,649 (+26%) from 2022

Net Income

Down

$648,121

Down $2,428,260 (-79%) from 2022

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2018: $1Liabilities 2018: $02018Assets 2019: $354,295Liabilities 2019: $47,879Net Assets 2019: $306,4162019Assets 2020: $2,993,078Liabilities 2020: $692,798Net Assets 2020: $2,300,2802020Assets 2021: $4,949,523Liabilities 2021: $542,287Net Assets 2021: $4,407,2362021Assets 2022: $8,287,138Liabilities 2022: $803,521Net Assets 2022: $7,483,6172022Assets 2023: $9,043,938Liabilities 2023: $912,200Net Assets 2023: $8,131,7382023Assets 2024: $8,068,321Liabilities 2024: $461,854Net Assets 2024: $7,606,4672024

Highlighted filing

2023

Assets$9,043,938
Liabilities$912,200
Net Assets$8,131,738

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $372,279Expenses 2019: $65,863Net Income 2019: $306,4162019Revenue 2020: $4,668,969Expenses 2020: $2,675,105Net Income 2020: $1,993,8642020Revenue 2021: $6,017,737Expenses 2021: $3,910,781Net Income 2021: $2,106,9562021Revenue 2022: $8,108,042Expenses 2022: $5,031,661Net Income 2022: $3,076,3812022Revenue 2023: $6,990,431Expenses 2023: $6,342,310Net Income 2023: $648,1212023Revenue 2024: $12,049,277Expenses 2024: $12,574,548Net Income 2024: -$525,2712024

Highlighted filing

2023

Revenue$6,990,431
Expenses$6,342,310
Net Income$648,121
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 11, 2024
Return Version
2022v5.0
Gross Receipts
$6,990,431
Mission and Program Overview

Mission

Our mission is to create equitable schools so that each and every student, regardless of race, ethnicity, or economic status has access to a high-quality education where adults know them, recognize their strengths, and help them succeed.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,356,014$7,438,034▲ $1,082,020
Pledges and Grants Receivable$1,077,550$1,341,468▲ $263,918
Accounts Receivable$815,532$214,837▼ $600,695
Prepaid Expenses and Deferred Charges$36,042$47,599▲ $11,557
Total Assets$8,287,138$9,043,938▲ $756,800
Other Assets Total$2,000$2,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$460,021$747,025▲ $287,004
Deferred Revenue$343,500$165,175▼ $178,325
Total Liabilities$803,521$912,200▲ $108,679
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,374,772$5,309,862▲ $935,090
Net Assets With Donor Restrictions$3,108,845$2,821,876▼ $286,969
Total Net Assets Fund Balance$7,483,617$8,131,738▲ $648,121
Total Liabilities and Net Assets / Fund Balance$8,287,138$9,043,938▲ $756,800
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angela JerabekExecutive DirectorFT$205,608$2,455$208,063
Hannah SchererSenior DirectorFT$179,954$1,871$181,825
Jennifer FoxStrategic Growth OfficerFT$156,297$2,690$158,987
Zack ThuryDirector of FinanceFT$141,523$175$141,698
Elizabeth HeimerDirector of Elementary SchFT$132,825-$132,825
Christina RitterDirector of Strategic InitFT$130,244$832$131,076

Board Members and Trustees

NameTitle
Lisa BaileyVice Chair
Rob MetzDeputy Director
David LevyExternal Board Member
Gail ToatleyExternal Board Member
Jane Mcdonald BlackExternal Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$4,296,788
Program Service Revenue
$2,623,430
Investment Income
$70,213
Other Revenue
$0
All Other Contributions
$4,296,788
Change in Net Assets
$648,121

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,990,431
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,406
Total Revenue per Audited Statements
$6,994,837
Total Revenue per Form 990
$6,990,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,810,905
Salaries, Compensation, and Employee Benefits$2,531,405
Total Fundraising Expense$248,507
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,890,537$259,488-$2,150,025
Other Salaries and Wages$1,430,387$298,151$57,783$1,786,321
Conferences and Meetings$709,330$11,263-$720,593
Travel$552,661$12,277-$564,938
Current Officers, Directors, Trustees, and Key Employees$218,408-$169,205$387,613
Office Expenses$121,844$33,960-$155,804
Payroll Taxes$117,011$21,361$15,028$153,400
Other Employee Benefits$101,882$19,293$4,543$125,718
Fees for Services Legal$79,928--$79,928
Pension Plan Contributions$63,219$13,698$1,436$78,353
Advertising$17,205$27,920-$45,125
Occupancy$11,303$31,999-$43,302
Other Expenses$18,121$6,725$512$25,358
Fees for Services Accounting-$19,672-$19,672
Insurance$4,817$1,343-$6,160
Total Functional Expenses$5,336,653$757,150$248,507$6,342,310

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,346,716
Expenses per Audited Statements$6,342,310
Total Expenses per Form 990$6,342,310
Expenses Not Reported on Form 990$4,406
Expenses Not Reported on Financial Statements$0
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Beth HeimerEXECUTIVE DIRECTOR'S SISTERDirector of Elementary SchoolsNo$137,325
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
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 1A

The barr center finance and audit committee has the authority to select the external audit firm.

Form 990, Part VI, Section A, Line 2

Angela jerabek is elizabeth heimer's sister

Form 990, Part VI, Section B, Line 11B

The entire governing body reviews the form 990 tax return prior to filing. The completed tax return is presented in its entirety to the board of directors. The board reserves time for questions and comments before approving the tax return. Once approved, the form 990 is signed and returned to cla to be e-filed with the irs and any necessary state agencies along with all required attachments.

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

The policy is sent annually and signed off.

Form 990, Part VI, Section B, Line 15

Salaries are monitored annually before any cost of living adjustments. The executive director's compensation is formally analyzed and compared to market data every third year. The process described here was last completed in 2023.

Form 990, Part VI, Section C, Line 19

AS REQUESTED

Filing and Contact Details

Filer

Filer Name
Barr Center
EIN
82-5480444
Phone
6513436993
Address
5115 EXCELSIOR BLVD 476, ST LOUIS PARK, MN 55416

Signing Officer

Name
Zack Thury
Title
Director of Finance
Phone
6513436993
Signed
2024-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zack Thury
Formed
2018
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
4
Employees
19
Volunteers
5

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Sarah Reichling
Phone
6123764500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Payroll processing: program service expenses 0. Management and general expenses 5,934. Fundraising expenses 0. Total expenses 5,934. Other contracted services: program service expenses 1,890,537. Management and general expenses 253,554. Fundraising expenses 0. Total expenses 2,144,091.

Form 990, Part XII, Line 2C

The process has not changed from prior year.

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal income taxes under section 501(c)(3) of the internal revenue code, and state income taxes under minnesota statute 290.05, and has been classified as other than a private foundation. Donations to the organization are therefore tax deductible. The organization's tax returns are subject to review and examination by federal and state authorities.

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IRS990/ActivityOrMissionDesc0OUR MISSION IS TO CREATE EQUITABLE SCHOOLS SO THAT EACH AND EVERY STUDENT, REGARDLESS OF RACE, ETHNICITY, OR ECONOMIC STATUS HAS ACCESS TO A HIGH-QUALITY EDUCATION WHERE ADULTS KNOW THEM, RECOGNIZE THEIR STRENGTHS, AND HELP THEM SUCCEED.
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IRS990/Desc0BARR (BUILDING ASSETS, REDUCING RISKS) IS A STRENGTH-BASED EDUCATIONAL MODEL THAT PROVIDES SCHOOLS WITH A COMPREHENSIVE APPROACH TO MEETING THE ACADEMIC, SOCIAL, AND EMOTIONAL NEEDS OF ALL STUDENTS THROUGH THE POWER OF DATA AND RELATIONSHIPS - BOTH INSIDE AND OUTSIDE THE CLASSROOM. DESIGNED BY AN EDUCATOR , THE BARR MODEL IS ROOTED IN THE BELIEF THAT GROWTH IS POSSIBLE AND WITHIN REACH FOR EVERY SCHOOL, WITH THE SAME STUDENTS AND THE SAME TEACHERS. BARR BUILDS THREE DIFFERENT TYPES OF RELATIONSHIPS IN SCHOOLS; TEACHER-TO-TEACHER, TEACHER-TO-STUDENT, AND STUDENT-TO-STUDENT. IN BARR SCHOOLS, THE ADULTS LEARN HOW TO USE THESE RELATIONSHIPS IN COMBINATION WITH REAL-TIME ACADEMIC DATA TO ENGAGE STUDENTS AND IMPROVE STUDENT ACADEMIC AND BEHAVIORAL OUTCOMES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXTERNAL BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DEPUTY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXTERNAL BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXTERNAL BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF STRATEGIC INIT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR OF ELEMENTARY SCH
IRS990/Form990PartVIISectionAGrp/TitleTxt9STRATEGIC GROWTH OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SENIOR DIRECTOR
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IRS990/OtherAssetsTotalGrp/BOYAmt02000
IRS990/OtherAssetsTotalGrp/EOYAmt02000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04543
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019293
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0101882
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0125718
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0512
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06725
IRS990/OtherExpensesGrp/ProgramServicesAmt018121
IRS990/OtherExpensesGrp/TotalAmt025358
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt057783
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0298151
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01430387
IRS990/OtherSalariesAndWagesGrp/TotalAmt01786321
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015028
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021361
IRS990/PayrollTaxesGrp/ProgramServicesAmt0117011
IRS990/PayrollTaxesGrp/TotalAmt0153400
IRS990/PensionPlanContributionsGrp/FundraisingAmt01436
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt013698
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt063219
IRS990/PensionPlanContributionsGrp/TotalAmt078353
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01077550
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01341468
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt036042
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt047599
IRS990/PrincipalOfficerNm0ZACK THURY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION SUPPORT SERV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02623430
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02623430
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05803313
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07545
IRS990/PYOtherExpensesAmt03118663
IRS990/PYOtherRevenueAmt00
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IRS990/PYRevenuesLessExpensesAmt03076381
IRS990/PYSalariesCompEmpBnftPaidAmt01912998
IRS990/PYTotalExpensesAmt05031661
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08108042
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0648121
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02623430
IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05829908
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04351141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03907313
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt088832
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07170970
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018753419
IRS990ScheduleA/TotalSupportAmt019026790
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0184539
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0184539
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt0113673
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0454690
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0454690
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt087121
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IRS990ScheduleC/GrassrootsCeilingAmt0170510
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IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt087121
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt06093803
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt087121
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
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IRS990ScheduleD/DonatedServicesUseFcltsAmt04406
IRS990ScheduleD/ExpensesNotReportedAmt04406
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06990431
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND STATE INCOME TAXES UNDER MINNESOTA STATUTE 290.05, AND HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. DONATIONS TO THE ORGANIZATION ARE THEREFORE TAX DEDUCTIBLE. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2156297
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANGELA JERABEK

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