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  5. BARCHARTS PUBLISHING, INC.

BARCHARTS PUBLISHING, INC. - Florida Company Profile

Headquarter

Company Details

Entity Name: BARCHARTS PUBLISHING, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

BARCHARTS PUBLISHING, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 24 Jun 1991 (34 years ago)
Last Event: AMENDMENT
Event Date Filed: 19 Jan 2018 (7 years ago)
Document Number: S62633
FEI/EIN Number 650271447

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 6000 PARK OF COMMERCE BLVD, STE D, BOCA RATON, FL, 33487, US
Mail Address: 6000 PARK OF COMMERCE BLVD, STE D, BOCA RATON, FL, 33487, US
ZIP code: 33487
County: Palm Beach
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of BARCHARTS PUBLISHING, INC., KENTUCKY 1092749 KENTUCKY
Headquarter of BARCHARTS PUBLISHING, INC., COLORADO 20201230227 COLORADO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BARCHARTS PUBLISHING, INC. 401(K) PLAN 2023 650271447 2024-04-01 BARCHARTS PUBLISHING, INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 541400
Sponsor’s telephone number 8002267799
Plan sponsor’s address 6000 PARK OF COMMERCE BLVD, SUITE D, BOCA RATON, FL, 33487

Signature of
Role Plan administrator
Date 2024-04-01
Name of individual signing LISA BRAATZ
Valid signature Filed with authorized/valid electronic signature
BARCHARTS PUBLISHING, INC. 401(K) PLAN 2022 650271447 2023-04-03 BARCHARTS PUBLISHING, INC. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 541400
Sponsor’s telephone number 8002267799
Plan sponsor’s address 6000 PARK OF COMMERCE BLVD, SUITE D, BOCA RATON, FL, 33487

Signature of
Role Plan administrator
Date 2023-04-03
Name of individual signing LISA BRAATZ
Valid signature Filed with authorized/valid electronic signature
BARCHARTS PUBLISHING, INC. 401(K) PLAN 2021 650271447 2022-01-20 BARCHARTS PUBLISHING, INC. 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 541400
Sponsor’s telephone number 8002267799
Plan sponsor’s address 6000 PARK OF COMMERCE BLVD, SUITE D, BOCA RATON, FL, 33487

Signature of
Role Plan administrator
Date 2022-01-20
Name of individual signing LISA BRAATZ
Valid signature Filed with authorized/valid electronic signature
BARCHARTS PUBLISHING, INC. 401(K) PLAN 2020 650271447 2021-04-28 BARCHARTS PUBLISHING, INC. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 541400
Sponsor’s telephone number 8002267799
Plan sponsor’s address 6000 PARK OF COMMERCE BLVD, SUITE D, BOCA RATON, FL, 33487

Signature of
Role Plan administrator
Date 2021-04-28
Name of individual signing LISA BRAATZ
Valid signature Filed with authorized/valid electronic signature
BARCHARTS PUBLISHING, INC. 401(K) PLAN 2019 650271447 2020-03-31 BARCHARTS PUBLISHING, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 541400
Sponsor’s telephone number 8002267799
Plan sponsor’s address 6000 PARK OF COMMERCE BLVD, SUITE D, BOCA RATON, FL, 33487
BARCHARTS PUBLISHING, INC. 401(K) PLAN 2018 650271447 2019-07-01 BARCHARTS PUBLISHING, INC. 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 541400
Sponsor’s telephone number 8002267799
Plan sponsor’s address 6000 PARK OF COMMERCE BLVD, SUITE D, BOCA RATON, FL, 33487

Signature of
Role Plan administrator
Date 2019-07-01
Name of individual signing EVAN BERNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-01
Name of individual signing EVAN BERNER
Valid signature Filed with authorized/valid electronic signature
BARCHARTS PUBLISHING, INC. 401(K) PLAN 2017 650271447 2018-07-23 BARCHARTS PUBLISHING, INC. 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 541400
Sponsor’s telephone number 8002267799
Plan sponsor’s address 6000 PARK OF COMMERCE BLVD, SUITE D, BOCA RATON, FL, 33487

Signature of
Role Plan administrator
Date 2018-07-23
Name of individual signing EVAN BERNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-23
Name of individual signing EVAN BERNER
Valid signature Filed with authorized/valid electronic signature
BARCHARTS PUBLISHING, INC. 401(K) PLAN 2016 650271447 2017-07-03 BARCHARTS PUBLISHING, INC. 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 541400
Sponsor’s telephone number 8002267799
Plan sponsor’s address 6000 PARK OF COMMERCE BLVD, SUITE D, BOCA RATON, FL, 33487

Signature of
Role Plan administrator
Date 2017-07-03
Name of individual signing EVAN BERNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-03
Name of individual signing EVAN BERNER
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
FORD, ROBERTA Agent 10621 EL CABALLO COURT, DELRAY BEACH, FL, 33446
FORD, ROBERTA Director 10621 EL CABALLO COURT, DELRAY BEACH, FL, 33446
BERNER EVAN President 6000 PARK OF COMMERCE BLVD. #D, BOCA RATON, FL, 33487

Events

Event Type Filed Date Value Description
AMENDMENT 2018-01-19 - -
AMENDMENT 2017-10-30 - -
NAME CHANGE AMENDMENT 2015-11-23 BARCHARTS PUBLISHING, INC. -
AMENDMENT 2013-06-14 - -
CHANGE OF PRINCIPAL ADDRESS 2004-08-23 6000 PARK OF COMMERCE BLVD, STE D, BOCA RATON, FL 33487 -
CHANGE OF MAILING ADDRESS 2004-08-23 6000 PARK OF COMMERCE BLVD, STE D, BOCA RATON, FL 33487 -
AMENDMENT 2002-11-13 - -
REGISTERED AGENT ADDRESS CHANGED 1999-07-21 10621 EL CABALLO COURT, DELRAY BEACH, FL 33446 -
REINSTATEMENT 1994-09-27 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 1994-08-26 - -

Documents

Name Date
ANNUAL REPORT 2024-01-05
ANNUAL REPORT 2023-01-05
ANNUAL REPORT 2022-01-21
ANNUAL REPORT 2021-02-04
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-02-11
Amendment 2018-01-19
ANNUAL REPORT 2018-01-15
Amendment 2017-10-30
ANNUAL REPORT 2017-01-06

USAspending Awards. Contracts

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
DELIVERY ORDER AWARD AG3K06D10GA054 2010-03-02 2010-03-05 2010-03-05
Unique Award Key CONT_AWD_AG3K06D10GA054_12H2_GS02F0002M_4730
Awarding Agency Department of Agriculture
Link View Page

Award Amounts
Obligated Amount 3432.00
Current Award Amount 3432.00
Potential Award Amount 3432.00

Description
Title GUIDES, ACCESS, POWERPOINT, EXCEL AND OUTLOOK ALL YEAR 2007,
NAICS Code 511120: PERIODICAL PUBLISHERS
Product and Service Codes 7030: ADP SOFTWARE

Recipient Details
Recipient BARCHARTS PUBLISHING, INC.
UEI SS2DYNN1XZ96
Legacy DUNS 788911139
Recipient Address 1141 S ROGERS CIR STE 11, BOCA RATON, PALM BEACH, FLORIDA, 334872789, UNITED STATES
DELIVERY ORDER AWARD HC102810F0125 2010-03-02 2010-03-05 2010-03-05
Unique Award Key CONT_AWD_HC102810F0125_9700_GS02F0002M_4730
Awarding Agency Department of Defense
Link View Page

Award Amounts
Obligated Amount 34176.00
Current Award Amount 34176.00
Potential Award Amount 34176.00

Description
Title MICROSOFT OFFICE 2007 REF GUIDES
NAICS Code 511120: PERIODICAL PUBLISHERS
Product and Service Codes 7030: ADP SOFTWARE

Recipient Details
Recipient BARCHARTS PUBLISHING, INC.
UEI SS2DYNN1XZ96
Legacy DUNS 788911139
Recipient Address 1141 S ROGERS CIR STE 11, BOCA RATON, PALM BEACH, FLORIDA, 334872789, UNITED STATES
- IDV GS02F0002M 2009-08-20 - -
Unique Award Key CONT_IDV_GS02F0002M_4730
Awarding Agency General Services Administration
Link View Page

Award Amounts
Obligated Amount 0.00
Potential Award Amount 1057000.00

Description
NAICS Code 511120: PERIODICAL PUBLISHERS
Product and Service Codes 7610: BOOKS AND PAMPHLETS

Recipient Details
Recipient BARCHARTS PUBLISHING, INC.
UEI SS2DYNN1XZ96
Legacy DUNS 788911139
Recipient Address 1141 S ROGERS CIR STE 11, BOCA RATON, PALM BEACH, FLORIDA, 334872789, UNITED STATES
PO AWARD V116Q81457 2008-08-15 2008-08-15 2008-08-15
Unique Award Key CONT_AWD_V116Q81457_3600_-NONE-_-NONE-
Awarding Agency Department of Veterans Affairs
Link View Page

Description
Title SMALL PURCHASE DATA
Product and Service Codes 7610: BOOKS AND PAMPHLETS

Recipient Details
Recipient BARCHARTS PUBLISHING, INC.
UEI SS2DYNN1XZ96
Legacy DUNS 788911139
Recipient Address 6000 PARK OF COMMERCE BLVD STE D, BOCA RATON, 334878230, UNITED STATES
PO AWARD F08PO0000149855 2008-05-21 2008-06-06 2008-06-06
Unique Award Key CONT_AWD_F08PO0000149855_3300_-NONE-_-NONE-
Awarding Agency Smithsonian Institution
Link View Page

Description
Title QUICK STUDY LAMINATED REFERENCE CHARTS
NAICS Code 511199: ALL OTHER PUBLISHERS
Product and Service Codes 7045: ADP SUPPLIES

Recipient Details
Recipient BARCHARTS PUBLISHING, INC.
UEI SS2DYNN1XZ96
Legacy DUNS 788911139
Recipient Address 6000 PARK OF COMMERCE BLVD STE D, BOCA RATON, 334878230, UNITED STATES
PO AWARD V657P8B218 2008-04-29 2008-05-09 2008-05-09
Unique Award Key CONT_AWD_V657P8B218_3600_-NONE-_-NONE-
Awarding Agency Department of Veterans Affairs
Link View Page

Description
Title EVALUATION MANAGEMENT (E/M) CALCULATOR CHART
Product and Service Codes 7510: OFFICE SUPPLIES

Recipient Details
Recipient BARCHARTS PUBLISHING, INC.
UEI SS2DYNN1XZ96
Legacy DUNS 788911139
Recipient Address 6000 PARK OF COMMERCE BLVD STE D, BOCA RATON, 334878230, UNITED STATES
DELIVERY ORDER AWARD HSSS0108F0123 2008-03-21 2008-04-11 2008-04-11
Unique Award Key CONT_AWD_HSSS0108F0123_7009_GS02F0002M_4730
Awarding Agency Department of Homeland Security
Link View Page

Award Amounts
Obligated Amount 5700.00
Current Award Amount 5700.00
Potential Award Amount 5700.00

Description
Title 08-CID-PR-GJ-31
NAICS Code 511120: PERIODICAL PUBLISHERS
Product and Service Codes 7045: ADP SUPPLIES

Recipient Details
Recipient BARCHARTS PUBLISHING, INC.
UEI SS2DYNN1XZ96
Recipient Address 1141 S ROGERS CIR STE 11, BOCA RATON, PALM BEACH, FLORIDA, 334872789, UNITED STATES
PO AWARD V652P80180 2007-10-24 2007-11-03 2007-11-03
Unique Award Key CONT_AWD_V652P80180_3600_-NONE-_-NONE-
Awarding Agency Department of Veterans Affairs
Link View Page

Description
Title EXCEL 2003 QUICKSTUDY GUIDE
Product and Service Codes 7610: BOOKS AND PAMPHLETS

Recipient Details
Recipient BARCHARTS PUBLISHING, INC.
UEI SS2DYNN1XZ96
Legacy DUNS 788911139
Recipient Address 6000 PARK OF COMMERCE BLVD STE D, BOCA RATON, 334878230, UNITED STATES

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1996397108 2020-04-10 0455 PPP 6000 PARK OF COMMERCE BLVD, BOCA RATON, FL, 33487-8205
Loan Status Date 2021-07-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 325000
Loan Approval Amount (current) 325000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BOCA RATON, PALM BEACH, FL, 33487-8205
Project Congressional District FL-23
Number of Employees 30
NAICS code 511130
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 328827.78
Forgiveness Paid Date 2021-06-16

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P0387666 BARCHARTS PUBLISHING, INC. BAR CHARTS PUBLISHING INC SS2DYNN1XZ96 6000 PARK OF COMMERCE BLVD, STE D, BOCA RATON, FL, 33487-8230
Capabilities Statement Link -
Phone Number 800-226-7799
Fax Number 561-989-3722
E-mail Address eberner@barcharts.com
WWW Page http://www.barcharts.com
E-Commerce Website http://www.quickstudy.com
Contact Person EVAN BERNER
County Code (3 digit) 099
Congressional District 23
Metropolitan Statistical Area 8960
CAGE Code 1S5C8
Year Established 1991
Accepts Government Credit Card Yes
Legal Structure Subchapter S Corporation
Ownership and Self-Certifications Woman Owned
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
Capabilities Narrative QuickStudy reference guides
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords QuickStudy, reference guides, charts, quick reference
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals
Name Roberta Ford
Role Owner
Name Evan Berner
Role President

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 513130
NAICS Code's Description Book Publishers
Buy Green Yes

Export Profile (Trade Mission Online)
Exporter Wants
Export Business Activities Manufacturer, Distributor/Agent
Exporting to Australia; Austria; Belgium; Bahamas, The; Brazil; Canada; Colombia; Denmark; Dominican Republic; Ireland; Czech Republic; Finland; France; Germany; Greece; Iceland; Israel; Italy; Japan; Luxembourg; Monaco; Mexico; Netherlands; Norway; Peru; Poland; Portugal; Philippines; Saudi Arabia; South Africa; Spain; Sweden; Switzerland; United Arab Emirates; United Kingdom; Venezuela; British Virgin Islands; Vatican City
Desired Export Business Relationships Direct export sales, Overseas retailers, Joint venture/coventure
Description of Export Objective(s) Increase International Sales

Performance History (References)
Name BarCharts, Inc.
Contract GS-02F-0002M
Start 2001-10-22
Value $5,000,000.00
Contact Jason Scerbo
Phone 561-989-3666, x 3062

Companies related by officers

No other companies in our directory share the same officers as BARCHARTS PUBLISHING, INC.

Companies related by address

No other companies in our directory share the same address as BARCHARTS PUBLISHING, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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