Civic Intelligence

Elizabeth Broomfield Fdn Trust

990PF • Fiscal year 2017 • EIN 06-6514101

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 13, 2018

Organization Profile
P O Box 23559St Petersburg, FL 33742

(727) 567-2300

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

58th percentile

$58,401

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 38.2% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

33rd percentile

-1.3%

Faster asset growth than 33% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

29th percentile

-3.3%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$4,731,909

Down $128,795 (-2.6%) from 2015

Net Assets

$4,731,909

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin91st percentile

Revenue

Down

$152,722

Down $10,674 (-6.5%) from 2015

Expenses

Down

$69,034

Down $289,314 (-81%) from 2015

Net Income

Up

$83,688

Up $278,640 (+143%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,445,404Liabilities 2011: $02011Assets 2012: $5,263,359Liabilities 2012: $02012Assets 2013: $5,151,826Liabilities 2013: $02013Assets 2014: $5,060,529Liabilities 2014: $02014Assets 2015: $4,860,704Liabilities 2015: $02015Assets 2017: $4,731,909Liabilities 2017: $0Net Assets 2017: $4,731,9092017Assets 2018: $4,515,049Liabilities 2018: $0Net Assets 2018: $4,515,0492018Assets 2019: $4,345,959Liabilities 2019: $02019Assets 2020: $4,743,776Liabilities 2020: $0Net Assets 2020: $4,743,7762020Assets 2021: $4,653,592Liabilities 2021: $0Net Assets 2021: $4,653,5922021Assets 2022: $4,456,552Liabilities 2022: $0Net Assets 2022: $4,456,5522022Assets 2023: $4,281,402Liabilities 2023: $0Net Assets 2023: $4,281,4022023Assets 2024: $4,224,477Liabilities 2024: $0Net Assets 2024: $4,224,4772024

Highlighted filing

2017

Assets$4,731,909
Liabilities$0
Net Assets$4,731,909
Open 2017 Filing

Operations Trend

Revenue Growth29th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $747,968Expenses 2011: $301,476Net Income 2011: $446,4922011Revenue 2012: $177,218Expenses 2012: $352,977Net Income 2012: -$175,7592012Revenue 2013: $292,821Expenses 2013: $406,380Net Income 2013: -$113,5592013Revenue 2014: $263,500Expenses 2014: $360,483Net Income 2014: -$96,9832014Revenue 2015: $163,396Expenses 2015: $358,348Net Income 2015: -$194,9522015Revenue 2017: $152,722Expenses 2017: $69,034Net Income 2017: $83,6882017Revenue 2018: $167,216Expenses 2018: $367,347Net Income 2018: -$200,1312018Revenue 2019: $183,170Expenses 2019: $353,984Net Income 2019: -$170,8142019Revenue 2020: $811,875Expenses 2020: $389,679Net Income 2020: $422,1962020Revenue 2021: $302,092Expenses 2021: $413,631Net Income 2021: -$111,5392021Revenue 2022: $229,525Expenses 2022: $424,928Net Income 2022: -$195,4032022Revenue 2023: $178,032Expenses 2023: $373,182Net Income 2023: -$195,1502023Revenue 2024: $320,430Expenses 2024: $394,151Net Income 2024: -$73,7212024

Highlighted filing

2017

Revenue$152,722
Expenses$69,034
Net Income$83,688
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 13, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co-Trustee-$58,401-$58,401
KEVIN F HOBBSCo-Trustee-$7,534-$7,534
Filing and Contact Details

Filer

Filer Name
Elizabeth Broomfield Fdn Trust
EIN
06-6514101
Phone
7275672300
Address
P O BOX 23559, ST PETERSBURG, FL 33742

Signing Officer

Name
Joe Weaver
Title
Trustee
Phone
7275672300
Signed
2018-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 EAST CARY STREET SUITE 201, RICHMOND, VA 23223
Preparer
Joseph B Hull
Phone
8043444548
Raw XML Appendix307 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01920
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/BusinessOfficerGrp/PhoneNum07275672300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH BROOMFIELD FDN TRUST
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 EAST CARY STREET SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
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ReturnHeader/PreparerPersonGrp/PhoneNum08043444548
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH B HULL
ReturnHeader/ReturnTs02018-08-14T17:00:27-05:00
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ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,731,909
Liabilities
$0
Net assets
$4,731,909
Revenue
$152,722
Expenses
$69,034
Net income
$83,688
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.32$0.39$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.18$0.37$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.00$4.46$0.23$0.42$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.00$4.65$0.30$0.41$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.81$0.39$0.42
2019Summary only. Only limited summary data is available for this year.$4.35$0.00$0.18$0.35$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.00$4.52$0.17$0.37$0.20
2017Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.15$0.07$0.08
2015Summary only. Only limited summary data is available for this year.$4.86$0.00$0.16$0.36$0.19
2014Summary only. Only limited summary data is available for this year.$5.06$0.00$0.26$0.36$0.10
2013Summary only. Only limited summary data is available for this year.$5.15$0.00$0.29$0.41$0.11
2012Summary only. Only limited summary data is available for this year.$5.26$0.00$0.18$0.35$0.18
2011Summary only. Only limited summary data is available for this year.$5.45$0.00$0.75$0.30$0.45