Nonprofit · EIN 85-0336208
BARRETT FOUNDATION INC
Tax-exempt · ALBUQUERQUE, NM 87112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,916,133 | $4,713,694 | $1,202,439 | $5,773,765 | $3,407,209 | $2,366,556 |
| June 30, 2024 | 990 | $3,394,740 | $3,690,038 | -$295,298 | $4,648,900 | $3,484,783 | $1,164,117 |
| June 30, 2023 | 990 | $3,307,081 | $3,881,876 | -$574,795 | $5,073,855 | $3,614,440 | $1,459,415 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,535,042
- of which government grants
- $3,654,472
- Program service revenue
- $194,108
- Investment income
- $33,553
- Net rental income
- $126,934
- Net income from fundraising events
- $21,336
- Other revenue
- $153,430
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $93,515
- Other salaries and wages
- $1,158,681
- Salaries, compensation and benefits (total)
- $1,475,414
- Professional fundraising fees
- $0
- Legal fees
- $3,081
- Accounting fees
- $62,967
- Occupancy
- -$2,402
- Depreciation
- $224,914
- Program services (functional)
- $3,904,009
- Management and general (functional)
- $739,747
- Fundraising (functional)
- $69,938
Balance sheet and other
- Total assets, start of year
- $4,648,900
- Total assets, end of year
- $5,773,765
- Total liabilities, end of year
- $3,407,209
- Net assets, end of year
- $2,366,556
- Land, buildings and equipment
- $3,777,304
- Publicly traded securities
- $1,278,313
- Net assets without donor restrictions
- $1,059,160
- Net assets with donor restrictions
- $1,307,396
- Gross receipts
- $5,916,133
- Employees
- 44
- Volunteers
- 150
- Year formed
- 1984
- State of legal domicile
- NM
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CORY LEE | CEO Trustee or director | 40 | $93,515 |
| T MICHAEL TRIMM | Director Trustee or director | 1.5 | $0 |
| CHRIS PECK | Director Trustee or director | 1.5 | $0 |
| THOMAS WOBBE | Treasurer Trustee or director, Officer | 1.5 | $0 |
| OLIN BROWN | President Trustee or director, Officer | 1.5 | $0 |
| SHELLEY ALONSO MARSDEN | Director Trustee or director | 1.5 | $0 |
| ALMA ROSA DELGADO | Secretary Trustee or director, Officer | 1.5 | $0 |
| NATALEY QUINTANA | Director Trustee or director | 1.5 | $0 |
| KELLY STEINGREABER | Director Trustee or director | 1.5 | $0 |
| BRANDY BRIDGES | Director Trustee or director | 1.5 | $0 |
| PETER HOWLEY | Director Trustee or director | 1.5 | $0 |
| RICHARD WOMACK | Director Trustee or director | 1.5 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CORY LEE | Executive Dir. Trustee or director | 40 | $52,096 |
| T MICHAEL TRIMM | Director Trustee or director | 1.5 | $0 |
| DANA BELL | Director Trustee or director | 1.5 | $0 |
| CHRIS PECK | President Trustee or director, Officer | 1.5 | $0 |
| THOMAS WOBBE | Director Trustee or director | 1.5 | $0 |
| OLIN BROWN | Treasurer Trustee or director, Officer | 1.5 | $0 |
| SHELLEY ALONSO MARSDEN | Director Trustee or director | 1.5 | $0 |
| ALMA ROSA DELGADO | Secretary Trustee or director, Officer | 1.5 | $0 |
| NATALEY QUINTANA | Director Trustee or director | 1.5 | $0 |
| KELLY STEINGREABER | Director Trustee or director | 1.5 | $0 |
| BRANDY BRIDGES | Director Trustee or director | 1.5 | $0 |
| PETER HOWLEY | Director Trustee or director | 1.5 | $0 |
| RICHARD WOMACK | Director Trustee or director | 1.5 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CORY LEE | Executive Dir. Trustee or director | 40 | $52,096 |
| JESSICA LOCKER | Treasurer Trustee or director, Officer | 1.5 | $0 |
| MAYA ELRICK | President Trustee or director, Officer | 1.5 | $0 |
| DANA BELL | Director Trustee or director | 1.5 | $0 |
| CHRIS PECK | Vice President Trustee or director, Officer | 1.5 | $0 |
| OLIN BROWN | Director Trustee or director | 1.5 | $0 |
| ALMA ROSA DELGADO | Secretary Trustee or director, Officer | 1.5 | $0 |
| T MICHAEL TRIMM | Director Trustee or director | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 10300 CONSTITUTION AVE NE, ALBUQUERQUE, NM 87112-5359
- Signed the 990
- CORY LEE, CEO
- Phone
- (505) 246-9244
- Website
- WWW.BARRETTFOUNDATION.ORG
- Return prepared by
- CORDOVA CPAS LLC
Mission
TO END HOMELESSNESS FOR WOMEN AND CHILDREN BY PROVIDING SHELTER, HOUSING AND SUPPORTIVE SERVICES.
Program accomplishments
- THE PERMANENT SUPPORTIVE HOUSING PROGRAM PROVIDES LEASING ASSISTANCE FOR INDIVIDUALS AND FAMILIES WHO ARE CHRONICALLY HOMELESS AND HAVE A DOCUMENTED DISABILITY. IN ADDITION TO LEASING ASSISTANCE, PROGRAM PARTICIPANTS RECEIVE INDIVIDUALIZED CASE MANAGEMENT TO ASSIST WITH OVERCOMING BARRIERS, STRENGTHENING LIFE SKILLS, ACCESSING SERVICES, AND CONNECTS TO RESOURCES.Expenses $2,594,729
- BRIDGES RAPID REHOUSING PROGRAM HELPS INDIVIDUALS AND FAMILIES SECURE STABLE HOUSING AND PROVIDE RENTAL ASSISTANCE FOR UP TO 24 MONTHS BASED ON NEED. PROGRAM PARTICIPANTS RECEIVE INDIVIDUALIZED CASE MANAGEMENT TO ASSIST WITH OVERCOMING BARRIERS, STRENGTHING LIFE SKILLS, INCREASING INCOME, APPLYING FOR ENTITLEMENTS, CONNECTING TO ADDITIONAL RESOURCES AND SERVICES, AND BUILDING PARTICIPANTS' CAPACITY TO MAINTAIN HOUSING AT PROGRAM EXIT.Expenses $752,740
- BARRETT HOUSE SHELTER FOR WOMEN AND CHILDREN: IN MAY 1995, BARRETT FOUNDATION OPENED BARRETT HOUSE, A SHELTER FOR HOMELESS WOMEN AND CHILDREN IN ALBUQUERQUE, NM. BARRETT HOUSE SERVICES AN AVERAGE OF 35 WOMEN AND CHILDREN EVERY NIGHT, PROVIDING THREE MEALS A DAY, 365 DAYS A YEAR. IN ADDITION TO PROVIDING FOOD AND SHELTER, ALL RESIDENTS RECEIVE ONE-ON-ONE CASE MANAGEMENT TO HELP SECURE LONG-TERM STABLE HOUSING. THROUGH COLLABORATION WITH PARTNER AGENCIES, RESIDENTS ALSO HAVE ACCESS TO CAREER COUNSELING, MEDICAL AND DENTAL BENEFITS, AFTER SCHOOL TUTORING FOR CHILDREN, HEALTH/WELLNESS ACTIVITIES, COOKING AND GARDENING LESSONS, AND A VARIETY OF OTHER OPPORTUNITIES THAT PROVIDE LIFE SKILLS.Expenses $286,496 · revenue $194,108
- INCA STREET, LLC LOCATED IN ALBUQUERQUE, NM IS A SINGLE MEMBER LIMITED LIABILITY COMPANY FORMED JUNE 15, 2019 BY THE GREATER ALBUQUERQUE HOUSING PARTNERSHIP (GAHP)AND ON MAY 15, 2020, BARRETT FOUNDATION, INC. BECAME THE SOLE MEMBER AND MANAGER. INCA STREET, LLC'S PURPOSE IS TO ENGAGE IN PURCHASING, OWNING, HOLDING, TRADING, DEVELOPING, IMPROVING, MANAGING, MORTGAGING, LEASING, OR SELLING OF REAL AND PERSONAL PROPERTY. THE PROGRAMS OPERATED BY INCA STREET, LLC ARE: INCA STREET DEVELOPMENT. THIS PROJECT PROVIDES 12 RESIDENTAL UNITS. NINE UNITS SHALL BE USED FOR HOUSEHOLDS AT OR BELOW 60% OF AREA MEDIAN INCOME (AMI) AND THREE UNITS SHALL BE USED FOR HOUSEHOLDS AT OR BELOW 50% OF AMI.Expenses $270,044
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0336208
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L41Z)
- Assets (IRS master file)
- $5,773,765
- Income (IRS master file)
- $5,916,133
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,916,133 | $4,713,694 | $5,773,765 | XML |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $3,307,081 | $3,881,876 | $5,073,855 | IRS |
| 990 | June 2022 | $2,028,637 | $2,581,673 | $5,451,355 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 85-0336208).
Questions about BARRETT FOUNDATION INC
- What is the EIN of BARRETT FOUNDATION INC?
- The employer identification number (EIN) of BARRETT FOUNDATION INC is 85-0336208.
- Is BARRETT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to BARRETT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BARRETT FOUNDATION INC 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 BARRETT FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARRETT FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of BARRETT FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $93,515 (CORY LEE, CEO).
- How much revenue does BARRETT FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,916,133, expenses of $4,713,694 and total assets of $5,773,765 at year end.
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