Civic Intelligence

Brach Family Charitable Trust Co Peter J Bullis

990PF • Fiscal year 2016 • EIN 13-7312874

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 30, 2017

Organization Profile
101 Bracken RoadMontgomery, NY 12549

(845) 457-1100

Siviq Scores

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

Liabilities / Assets

95th percentile

0.11x

Higher debt load relative to assets than 95% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

98th percentile

4.57x

Higher debt load relative to revenue than 98% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Net Margin

22nd percentile

-199%

Higher net margin than 22% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Asset Growth

44th percentile

-5.0%

Faster asset growth than 44% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-75%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$116,222

Down $6,146 (-5.0%) from 2015

Net Assets

Down

$103,696

Down $5,468 (-5.0%) from 2015

Liabilities

Down

$12,526

Down $678 (-5.1%) from 2015

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin22nd percentile

Revenue

Down

$2,743

Down $8,362 (-75%) from 2015

Expenses

Up

$8,211

Up $303 (+3.8%) from 2015

Net Income

Down

-$5,468

Down $8,665 (-271%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$150K$100K$50K$0Assets 2011: $112,602Liabilities 2011: $542011Assets 2012: $110,431Liabilities 2012: $5542012Assets 2013: $109,023Liabilities 2013: $7,1042013Assets 2014: $119,121Liabilities 2014: $13,1542014Assets 2015: $122,368Liabilities 2015: $13,204Net Assets 2015: $109,1642015Assets 2016: $116,222Liabilities 2016: $12,526Net Assets 2016: $103,6962016Assets 2017: $116,779Liabilities 2017: $11,914Net Assets 2017: $104,8652017Assets 2018: $109,720Liabilities 2018: $0Net Assets 2018: $109,7202018Assets 2019: $110,306Liabilities 2019: $0Net Assets 2019: $110,3062019Assets 2020: $116,199Liabilities 2020: $0Net Assets 2020: $116,1992020Assets 2021: $124,797Liabilities 2021: $0Net Assets 2021: $124,7972021Assets 2022: $117,318Liabilities 2022: $0Net Assets 2022: $117,3182022Assets 2023: $122,240Liabilities 2023: $12023

Highlighted filing

2016

Assets$116,222
Liabilities$12,526
Net Assets$103,696
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: -$603Expenses 2011: $6,491Net Income 2011: -$7,0942011Revenue 2012: $5,960Expenses 2012: $8,631Net Income 2012: -$2,6712012Revenue 2013: $946Expenses 2013: $8,904Net Income 2013: -$7,9582013Revenue 2014: $12,095Expenses 2014: $8,047Net Income 2014: $4,0482014Revenue 2015: $11,105Expenses 2015: $7,908Net Income 2015: $3,1972015Revenue 2016: $2,743Expenses 2016: $8,211Net Income 2016: -$5,4682016Revenue 2017: $8,461Expenses 2017: $7,292Net Income 2017: $1,1692017Revenue 2018: $14,096Expenses 2018: $9,241Net Income 2018: $4,8552018Revenue 2019: $9,076Expenses 2019: $8,490Net Income 2019: $5862019Revenue 2020: $15,499Expenses 2020: $9,606Net Income 2020: $5,8932020Revenue 2021: $26,929Expenses 2021: $18,331Net Income 2021: $8,5982021Revenue 2022: $5,715Expenses 2022: $13,194Net Income 2022: -$7,4792022Revenue 2023: $12,041Expenses 2023: $7,119Net Income 2023: $4,9222023

Highlighted filing

2016

Revenue$2,743
Expenses$8,211
Net Income-$5,468
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 30, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER J BULLISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Brach Family Charitable Trust
EIN
13-7312874
Phone
8454571100
Address
101 BRACKEN ROAD, MONTGOMERY, NY 12549

Signing Officer

Name
Peter J Bullis
Title
Trustee
Phone
8454571100
Signed
2017-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Nugent & Haeussler Pc
Address
101 BRACKEN ROAD, MONTGOMERY, NY 12549
Preparer
Peter J Bullis CPA
Phone
8454571100
Raw XML Appendix294 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/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02126
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0732
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01887
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01394
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01887
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02619
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026
TaxesSchedule/TaxesDetail/Amt0208
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/Amt2112
TaxesSchedule/TaxesDetail/CategoryTxt0INTERNAL REVENUE SERVICE
TaxesSchedule/TaxesDetail/CategoryTxt1NEW YORK STATE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2112
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER J BULLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08454571100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRACH FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PETER J BULLIS
ReturnHeader/Filer/BusinessNameControlTxt0BRAC
ReturnHeader/Filer/EIN0137312874
ReturnHeader/Filer/PhoneNum08454571100
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 BRACKEN ROAD
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012549
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141567370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NUGENT & HAEUSSLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 BRACKEN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012549
ReturnHeader/PreparerPersonGrp/PhoneNum08454571100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J BULLIS CPA
ReturnHeader/ReturnTs02017-01-30T14:05:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,222
Liabilities
$12,526
Net assets
$103,696
Revenue
$2,743
Expenses
$8,211
Net income
-$5,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.22$0.00$0.12$0.07$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.06$0.13$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.27$0.18$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.15$0.10$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.09$0.08$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.14$0.09$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.12$1.05$0.08$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.13$1.04$0.03$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.13$1.09$0.11$0.08$0.03
2014Summary only. Only limited summary data is available for this year.$1.19$0.13$0.12$0.08$0.04
2013Summary only. Only limited summary data is available for this year.$1.09$0.07$0.01$0.09$0.08
2012Summary only. Only limited summary data is available for this year.$1.10$0.01$0.06$0.09$0.03
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$0.01$0.06$0.07