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Nonprofit · EIN 43-1679870

BAR PLAN FOUNDATION

Tax-exempt · SAINT LOUIS, MO 63141

Financials

$64K$34K2023$65K$32K2024
Revenue Expenses · by fiscal year end
Financials of BAR PLAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$65,171$31,762$33,409$738,647$5,758$732,889
December 31, 2023990$64,268$34,034$30,234$668,839$5,759$663,080
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$17,914
Program service revenue
$27,687
Investment income
$26,605
Net gain from sales of assets
$9,076
Net income from fundraising events
-$7,035
Other revenue
-$7,035

Expenses

Grants and similar amounts paid
$19,284
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Travel
$5,935
Program services (functional)
$25,579
Management and general (functional)
$6,183

Balance sheet and other

Total assets, start of year
$668,839
Total assets, end of year
$738,647
Total liabilities, end of year
$5,758
Net assets, end of year
$732,889
Publicly traded securities
$631,279
Net assets without donor restrictions
$732,889
Gross receipts
$72,206
Employees
0
Volunteers
5
Year formed
1993
State of legal domicile
MO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
KAREN R MCCARTHYPRESIDENT
Trustee or director, Officer
0.08$0$333,247$47,885
PAT O'LEARYVP & GENERAL COUNSEL
Officer
0.08$0$195,510$38,763
CHRISTIAN A STIEGEMEYEREXECUTIVE VP
Trustee or director, Officer
40$0$153,246$43,979
KENT HYDETRUSTEE
Trustee or director
0.19$250$15,060$0
DAVID E LARSONTRUSTEE
Trustee or director
0.19$250$0$0
JENNIFER SCHWENDEMANNTRUSTEE
Trustee or director
0.19$250$0$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KAREN R MCCARTHYPRESIDENT
Trustee or director, Officer
0.08$0$315,313$46,043
PAT O'LEARYVP & GENERAL COUNSEL
Officer
0.08$0$183,290$38,890
CHRISTIAN A STIEGEMEYEREXECUTIVE VP
Trustee or director, Officer
40$0$140,927$42,309
KENT HYDETRUSTEE
Trustee or director
0.19$500$15,060$0
DAVID E LARSONTRUSTEE
Trustee or director
0.19$500$0$0
JENNIFER SCHWENDEMANNTRUSTEE
Trustee or director
0.19$500$0$0

Address and contacts

Address (IRS master file)
622 EMERSON RD STE 100, SAINT LOUIS, MO 63141-6794
In care of
% THE BAR PLAN MUTUAL INSUR C
Principal officer (990 for 2024)
PATRICK O'LEARY, 622 EMERSON ROAD SUITE 100, ST LOUIS, MO 63141
Signed the 990
PATRICK O'LEARY, VP & GENERAL COUNSEL
Phone
(314) 965-3333
Return prepared by
ARMANINO ADVISORY LLC

Mission

TO PROMOTE AND IMPROVE ETHICS AND PROFESSIONALISM IN THE PRACTICE OF LAW.

990 for the year ended December 31, 2024

Program accomplishments

  • ORGANIZED, CONDUCTED, & PARTICIPATED IN APPROXIMATELY 30 LAW-RELATED EDUCATIONAL PROGRAMS FOR 1,389 PARTICIPANTS, INCLUDING ATTORNEYS, LAW STUDENTS, & THE PUBLIC. ALSO RAISED FUNDS TO BE USED FOR 5 LAW SCHOOL SCHOLARSHIPS.
    Expenses $25,579 · grants $19,284 · revenue $27,687

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
43-1679870
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$738,647
Income (IRS master file)
$72,206

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$65,171$31,762$738,647XML
990December 2023$64,268$34,034$668,839XML
990December 2022$79,330$36,149$613,569IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-1679870).

Questions about BAR PLAN FOUNDATION

What is the EIN of BAR PLAN FOUNDATION?
The employer identification number (EIN) of BAR PLAN FOUNDATION is 43-1679870.
Is BAR PLAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to BAR PLAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BAR PLAN FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BAR PLAN FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BAR PLAN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of BAR PLAN FOUNDATION?
The 990 for the year ended December 31, 2024 names PATRICK O'LEARY.
Who are the officers and directors of BAR PLAN FOUNDATION?
The 990 for the year ended December 31, 2024 lists 6 people; 3 received compensation from the organization.
How much revenue does BAR PLAN FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $65,171, expenses of $31,762 and total assets of $738,647 at year end.

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