Bar Plan Foundation

Saint Louis, MO
Tax-exempt since Nov. 1994
EIN: 43-1679870

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$64.3k (2023)

Expenses

$34k (2023)

Total Assets

$669k (2023)

Total Liabilities

$5.76k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$64,268

Expenses

$34,034

Net Income

$30,234

Net Assets

$663,080

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$14,993	23.3%
Program Services	$36,247	56.4%
Investment Income	$17,714	27.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$5,360
Sales of Assets	$674	1.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$668,839
Total Liabilities	$5,759
Net Assets	$663,080

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Kent Hyde (Trustee)	$500	$15,060	$0
David E Larson (Trustee)	$500	$0	$0
Jennifer Schwendemann (Trustee)	$500	$0	$0
Karen R Mccarthy (President)	$0	$315,313	$46,043
Pat O'leary (Vp & General Counsel)	$0	$183,290	$38,890
Christian A Stiegemeyer (Executive Vp)	$0	$140,927	$42,309

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990

Filed on Nov. 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$79,330

Expenses

$36,149

Net Income

$43,181

Net Assets

$600,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$11,664	14.7%
Program Services	$47,410	59.8%
Investment Income	$12,901	16.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$2,150
Sales of Assets	$9,505	12.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$613,569
Total Liabilities	$12,811
Net Assets	$600,758

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Karen R Mccarthy (President)	$0	$391,081	$45,295
Pat O'leary (Vp & General Counsel)	$0	$223,627	$41,475
Christian A Stiegemeyer (Executive Vp)	$0	$160,189	$43,799
Kent Hyde (Trustee)	$0	$17,679	$0
David E Larson (Trustee)	$0	$0	$0
Jennifer Schwendemann (Trustee)	$0	$0	$0

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990

Filed on Oct. 23, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$97,589

Expenses

$35,453

Net Income

$62,136

Net Assets

$627,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$19,433	19.9%
Program Services	$39,655	40.6%
Investment Income	$7,575	7.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$871
Sales of Assets	$31,797	32.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$634,925
Total Liabilities	$7,521
Net Assets	$627,404

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Kent Hyde (Trustee)	$250	$18,540	$0
David E Larson (Trustee)	$250	$0	$0
Jennifer Schwendemann (Trustee)	$250	$0	$0
Karen R Mccarthy (President)	$0	$399,723	$37,153
Pat O'leary (Vp & General Counsel)	$0	$210,997	$35,293
Christian A Stiegemeyer (Executive Vp)	$0	$157,680	$30,214

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990

Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$22,588

Expenses

$28,183

Net Income

-$5,595

Net Assets

$553,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,100	9.3%
Program Services	$0
Investment Income	$7,547	33.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$12,941	57.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$582,245
Total Liabilities	$28,983
Net Assets	$553,262

Compensation

Key Employees and Officers	Compensation	Related	Other
Kent Hyde (Trustee)	$500	$13,020	$0
David E Larson (Trustee)	$500	$0	$0
Jennifer Schwendemann (Trustee)	$500	$0	$0
Keith A Birkes (Former Trustee)	$250	$0	$0
Karen R Mccarthy (President)	$0	$327,093	$39,375
Greg Klaus (Cfo)	$0	$189,104	$36,671
Pat O'leary (Vp & General Counsel)	$0	$158,760	$31,788
Christian A Stiegemeyer (Executive Vp)	$0	$139,926	$28,123

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990

Filed on May 3, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$113,027

Expenses

$72,408

Net Income

$40,619

Net Assets

$549,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$21,585	19.1%
Program Services	$69,795	61.8%
Investment Income	$12,124	10.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$8,764
Sales of Assets	$18,287	16.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$592,075
Total Liabilities	$42,446
Net Assets	$549,629

Compensation

Key Employees and Officers	Compensation	Related	Other
Karen R Mccarthy (President)	$0	$311,424	$36,075
Greg Klaus (Cfo)	$0	$178,252	$35,868
Pat O'leary (Vp & General Counsel)	$0	$140,652	$30,188
Christian A Stiegemey (Executive Vp)	$0	$132,192	$32,108
Kent Hyde (Trustee)	$0	$14,580	$0
Keith A Birkes (Trustee)	$0	$0	$0
David E Larson (Trustee)	$0	$0	$0
Jennifer Schwendemann (Trustee)	$0	$0	$0

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990

Filed on Nov. 4, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$106,947

Expenses

$70,833

Net Income

$36,114

Net Assets

$479,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$18,460	17.3%
Program Services	$73,315	68.6%
Investment Income	$9,594	9.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$1,250
Sales of Assets	$6,828	6.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$750	1.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$548,815
Total Liabilities	$69,094
Net Assets	$479,721

Compensation

Key Employees and Officers	Compensation	Related	Other
Keith A Birkes (Trustee)	$250	$0	$0
Kent Hyde (Trustee)	$250	$16,080	$0
David E Larson (Trustee)	$250	$0	$0
Karen R Mccarthy (President)	$0	$355,100	$32,845
Christian A Stiegemeyer (Executive Vp)	$0	$148,557	$28,426
Jennifer Schwendemann (Trustee)	$0	$0	$0
Whittney Dunn (Risk Manager)	$0	$89,728	$13,305
Greg Klaus (Cfo)	$0	$197,122	$35,171
Pat O'leary (Vp & General Counsel)	$0	$156,947	$26,147

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990

Filed on Oct. 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$122,253

Expenses

$75,525

Net Income

$46,728

Net Assets

$487,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$17,450	14.3%
Program Services	$72,060	58.9%
Investment Income	$7,417	6.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$2,824
Sales of Assets	$28,150	23.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,000	1.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$598,735
Total Liabilities	$111,246
Net Assets	$487,489

Compensation

Key Employees and Officers	Compensation	Related	Other
David E Larson (Trustee)	$250	$0	$0
Kent Hyde (Trustee)	$250	$13,050	$0
Jennifer Schwendemann (Trustee)	$250	$0	$0
Keith A Birkes (Trustee)	$250	$0	$0
Christian A Stiegemeyer (Executive Vp)	$0	$128,031	$28,483
Karen R Mccarthy (President)	$0	$295,198	$26,686
Greg Klaus (Cfo)	$0	$167,763	$28,692
Whittney Dunn (Risk Manager)	$0	$81,143	$13,107
Pat O'leary (Vp & General Counsel)	$0	$135,104	$26,432

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990

Filed on Nov. 14, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$359,126

Expenses

$341,575

Net Income

$17,551

Net Assets

$433,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$260,000	72.4%
Program Services	$68,230	19.0%
Investment Income	$9,553	2.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$17,055	4.7%
Sales of Assets	-$5,946
Net Inventory Sales	$0
Other Revenue	$10,234	2.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$205,681	60.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$575,079
Total Liabilities	$141,863
Net Assets	$433,216

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Christian A Stiegemeyer (Executive Vp)	$138,597	$0	$20,883
Whittney Dunn (Risk Manager)	$65,047	$0	$10,483
David E Larson (Trustee)	$250	$0	$0
Kent Hyde (Trustee)	$250	$14,565	$0
Jennifer Schwendemann (Trustee)	$250	$0	$0
Keith A Birkes (Trustee)	$250	$0	$0
Karen R Mccarthy (President)	$0	$322,551	$23,677
Greg Klaus (Cfo)	$0	$184,581	$23,324
Pat O'leary (Vp & General Counsel)	$0	$148,433	$16,058

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990

Filed on Nov. 16, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$282,030

Expenses

$357,415

Net Income

-$75,385

Net Assets

$356,985

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$176,000	62.4%
Program Services	$84,850	30.1%
Investment Income	$9,975	3.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$13,433	4.8%
Sales of Assets	-$2,228
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$194,885	54.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$482,477
Total Liabilities	$125,492
Net Assets	$356,985

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Christian A Stiegemeyer (Executive Vp)	$135,392	$0	$21,022
Christy Lewis Abate (Risk Manager)	$67,118	$0	$11,105
David E Larson (Trustee)	$250	$0	$0
Scott E Seitter (Trustee)	$250	$0	$0
Kent Hyde (Trustee)	$250	$10,140	$0
Jennifer Schwendemann (Trustee)	$250	$0	$0
Keith A Birkes (Trustee)	$250	$0	$0
Karen R Mccarthy (President)	$0	$314,669	$20,470
Greg Klaus (Cfo)	$0	$183,461	$27,281
Pat O'leary (Vp & General Counsel)	$0	$151,416	$15,761

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990

Filed on Aug. 12, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$377,114

Expenses

$335,449

Net Income

$41,665

Net Assets

$485,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$200,000	53.0%
Program Services	$91,540	24.3%
Investment Income	$19,413	5.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$14,127	3.7%
Sales of Assets	$52,034	13.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$180,129	53.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$540,807
Total Liabilities	$55,484
Net Assets	$485,323

Compensation

Key Employees and Officers	Compensation	Related	Other
Christian A Stiegemeyer (Executive Vp)	$111,726	$0	$20,571
Christy Lewis Abate (Risk Manager)	$70,973	$0	$13,854
David E Larson (Trustee)	$250	$0	$0
Scott E Seitter (Trustee)	$250	$0	$0
Jennifer Schwendemann (Trustee)	$250	$0	$0
Keith A Birkes (Trustee)	$250	$0	$0
Kent Hyde (Trustee)	$0	$11,190	$0
Karen R Mccarthy (President)	$0	$264,405	$26,127
Greg Klaus (Cfo)	$0	$155,166	$28,261
Pat O'leary (Vp & General Counsel)	$0	$111,726	$17,629

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990

Filed on Nov. 16, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$327,782

Expenses

$311,324

Net Income

$16,458

Net Assets

$498,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$210,000	64.1%
Program Services	$90,365	27.6%
Investment Income	$9,720	3.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$14,001	4.3%
Sales of Assets	$3,696	1.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$181,228	58.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$524,629
Total Liabilities	$26,427
Net Assets	$498,202

Compensation

Key Employees and Officers	Compensation	Related	Other
Christian A Stiegemeyer (Executive Vp)	$107,374	$0	$15,805
Christy Lewis Abate (Risk Manager)	$73,162	$0	$8,785
David E Larson (Trustee)	$250	$0	$0
Scott E Seitter (Trustee)	$250	$0	$0
Kent Hyde (Trustee)	$250	$11,789	$0
Jennifer Schwendemann (Trustee)	$250	$0	$0
Keith A Birkes (Trustee)	$250	$0	$0
Karen R Mccarthy (President)	$0	$238,500	$15,295
Greg Klaus (Cfo)	$0	$138,475	$19,350
Pat O'leary (Vp & General Counsel)	$0	$107,374	$12,331

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990

Filed on Nov. 18, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$354,872

Expenses

$334,088

Net Income

$20,784

Net Assets

$439,560

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$175,000	49.3%
Program Services	$117,285	33.0%
Investment Income	$15,051	4.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$17,481	4.9%
Sales of Assets	$30,055	8.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$173,350	51.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$475,861
Total Liabilities	$36,301
Net Assets	$439,560

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$372,623

Expenses

$329,272

Net Income

$43,351

Net Assets

$429,879

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$195,000	52.3%
Program Services	$125,790	33.8%
Investment Income	$17,397	4.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$19,436	5.2%
Sales of Assets	$15,000	4.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$181,351	55.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$449,668
Total Liabilities	$19,789
Net Assets	$429,879

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

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Bar Plan Foundation

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $64.3k (2023)

Expenses $34k (2023)

Total Assets $669k (2023)

Total Liabilities $5.76k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

Revenue

$64.3k (2023)

Expenses

$34k (2023)

Total Assets

$669k (2023)

Total Liabilities

$5.76k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001