Civic Intelligence

Tr Ua Harold Brooks Foundation

990PF • Fiscal year 2017 • EIN 04-6043983

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 05, 2018

Organization Profile
P O Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

40th percentile

0.9%

Faster asset growth than 40% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

87%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$9,641,628

Up $86,850 (+0.9%) from 2016

Net Assets

Up

$9,641,628

Up $86,850 (+0.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin76th percentile

Revenue

Up

$433,998

Up $202,286 (+87%) from 2016

Expenses

Up

$347,434

Up $25,016 (+7.8%) from 2016

Net Income

Up

$86,564

Up $177,270 (+195%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,788,002Liabilities 2011: $02011Assets 2012: $8,785,533Liabilities 2012: $02012Assets 2013: $9,396,831Liabilities 2013: $02013Assets 2014: $9,818,771Liabilities 2014: $02014Assets 2015: $9,647,904Liabilities 2015: $02015Assets 2016: $9,554,778Liabilities 2016: $0Net Assets 2016: $9,554,7782016Assets 2017: $9,641,628Liabilities 2017: $0Net Assets 2017: $9,641,6282017Assets 2018: $9,523,679Liabilities 2018: $0Net Assets 2018: $9,523,6792018Assets 2019: $9,595,865Liabilities 2019: $0Net Assets 2019: $9,595,8652019Assets 2020: $9,320,931Liabilities 2020: $0Net Assets 2020: $9,320,9312020Assets 2021: $9,775,831Liabilities 2021: $0Net Assets 2021: $9,775,8312021Assets 2022: $9,443,188Liabilities 2022: $0Net Assets 2022: $9,443,1882022Assets 2023: $9,557,554Liabilities 2023: $0Net Assets 2023: $9,557,5542023Assets 2024: $10,109,718Liabilities 2024: $0Net Assets 2024: $10,109,7182024

Highlighted filing

2017

Assets$9,641,628
Liabilities$0
Net Assets$9,641,628
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $376,329Expenses 2011: $655,801Net Income 2011: -$279,4722011Revenue 2012: $506,677Expenses 2012: $540,603Net Income 2012: -$33,9262012Revenue 2013: $1,099,911Expenses 2013: $529,361Net Income 2013: $570,5502013Revenue 2014: $922,358Expenses 2014: $515,695Net Income 2014: $406,6632014Revenue 2015: $307,650Expenses 2015: $478,167Net Income 2015: -$170,5172015Revenue 2016: $231,712Expenses 2016: $322,418Net Income 2016: -$90,7062016Revenue 2017: $433,998Expenses 2017: $347,434Net Income 2017: $86,5642017Revenue 2018: $370,941Expenses 2018: $488,465Net Income 2018: -$117,5242018Revenue 2019: $723,512Expenses 2019: $651,486Net Income 2019: $72,0262019Revenue 2020: $383,273Expenses 2020: $659,771Net Income 2020: -$276,4982020Revenue 2021: $1,126,906Expenses 2021: $670,244Net Income 2021: $456,6622021Revenue 2022: $480,789Expenses 2022: $812,617Net Income 2022: -$331,8282022Revenue 2023: $825,844Expenses 2023: $711,378Net Income 2023: $114,4662023Revenue 2024: $1,279,311Expenses 2024: $726,946Net Income 2024: $552,3652024

Highlighted filing

2017

Revenue$433,998
Expenses$347,434
Net Income$86,564
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 5, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICACo-Trustee-$74,361-$74,361
MICHAEL A FRADYCo-Trustee-$2,000-$2,000
MR ALAN MACDONALDCo-Trustee-$1,000-$1,000
CHRISTOPHER O'CONNORCo-Trustee-$500-$500
Filing and Contact Details

Filer

Filer Name
Harold Brooks Foundation
EIN
04-6043983
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2018-04-05
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252014-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272013-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-11-04

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,641,628
Liabilities
$0
Net assets
$9,641,628
Revenue
$433,998
Expenses
$347,434
Net income
$86,564
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.28$0.73$0.55
2023Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.83$0.71$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.44$0.00$9.44$0.48$0.81$0.33
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.78$0.00$9.78$1.13$0.67$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.32$0.00$9.32$0.38$0.66$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.60$0.00$9.60$0.72$0.65$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.52$0.00$9.52$0.37$0.49$0.12
2017Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.43$0.35$0.09
2016Detailed filing. Detailed filing data is available for this year.$9.55$0.00$9.55$0.23$0.32$0.09
2015Summary only. Only limited summary data is available for this year.$9.65$0.00$0.31$0.48$0.17
2014Summary only. Only limited summary data is available for this year.$9.82$0.00$0.92$0.52$0.41
2013Summary only. Only limited summary data is available for this year.$9.40$0.00$1.10$0.53$0.57
2012Summary only. Only limited summary data is available for this year.$8.79$0.00$0.51$0.54$0.03
2011Summary only. Only limited summary data is available for this year.$8.79$0.00$0.38$0.66$0.28