Civic Intelligence

Brach Family Charitable Trust Co Peter J Bullis

990PF • Fiscal year 2017 • EIN 13-7312874

Sep 01, 2016 to Aug 31, 2017 • Filed on Mar 10, 2018

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

94th percentile

0.10x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

1.41x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Net Margin

64th percentile

14%

Higher net margin than 64% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

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.

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Asset Growth

62nd percentile

0.5%

Faster asset growth than 62% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

208%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$116,779

Down $5,589 (-4.6%) from 2015

Net Assets

Down

$104,865

Down $4,299 (-3.9%) from 2015

Liabilities

Down

$11,914

Down $1,290 (-9.8%) from 2015

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin64th percentile

Revenue

Down

$8,461

Down $2,644 (-24%) from 2015

Expenses

Down

$7,292

Down $616 (-7.8%) from 2015

Net Income

Down

$1,169

Down $2,028 (-63%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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 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

2017

Assets$116,779
Liabilities$11,914
Net Assets$104,865
Open 2017 Filing

Operations Trend

Revenue Growth83rd 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 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

2017

Revenue$8,461
Expenses$7,292
Net Income$1,169
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Mar 10, 2018
Return Version
2016v3.0
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
2018-03-10
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 Appendix339 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4QUESTAR CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ITC HOLDINGS CORP EXCHANGED FOR .752 SHARE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER J BULLIS
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NUGENT HAEUSSLER PC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 BRACKEN ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTGOMERY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012549
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08454571100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE SCHOLARSHIPS FOR GRADUATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VALLEY CENTRAL SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0944 STATE ROUTE 17K
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012549
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06912
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01394
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01975
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt088
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01394
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt088
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01975
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01887
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020
TaxesSchedule/TaxesDetail/Amt089
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/Amt2133
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/NetInvestmentIncomeAmt2133
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER J BULLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08454571100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId064E3116C9EE56FE0EDA9B2EE804B8EF88F43996B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId095EFF383416AF68E65103E8BD444B52C4655F951
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.213.180.109
ReturnHeader/FilingSecurityInformation/IPDt02018-03-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:09:01
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/PreparationDt02018-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J BULLIS CPA
ReturnHeader/ReturnTs02018-03-10T14:09:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$116,779
Liabilities
$11,914
Net assets
$104,865
Revenue
$8,461
Expenses
$7,292
Net income
$1,169
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
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.12$1.05$0.08$0.07$0.01
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