Civic Intelligence

Brian J Pfannebecker Tr Co

990PF • Fiscal year 2016 • EIN 16-6222026

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 14, 2017

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

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

38th percentile

-2.1%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

76th percentile

$8

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

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

Asset Growth

47th percentile

-0.1%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$6,814

Down $7 (-0.1%) from 2015

Net Assets

Down

$6,814

Down $7 (-0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin38th percentile

Revenue

Up

$341

Up $599 (+232%) from 2015

Expenses

Down

$348

Down $20 (-5.4%) from 2015

Net Income

Up

-$7

Up $619 (+99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $7,268Liabilities 2011: $02011Assets 2012: $7,496Liabilities 2012: $02012Assets 2013: $7,441Liabilities 2013: $02013Assets 2014: $7,434Liabilities 2014: $0Net Assets 2014: $7,4342014Assets 2015: $6,821Liabilities 2015: $0Net Assets 2015: $6,8212015Assets 2016: $6,814Liabilities 2016: $0Net Assets 2016: $6,8142016Assets 2017: $7,879Liabilities 2017: $0Net Assets 2017: $7,8792017Assets 2018: $7,627Liabilities 2018: $0Net Assets 2018: $7,6272018Assets 2019: $7,577Liabilities 2019: $0Net Assets 2019: $7,5772019Assets 2020: $7,787Liabilities 2020: $0Net Assets 2020: $7,7872020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2016

Assets$6,814
Liabilities$0
Net Assets$6,814
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2011: $452Expenses 2011: $384Net Income 2011: $682011Revenue 2012: $616Expenses 2012: $379Net Income 2012: $2372012Revenue 2013: $324Expenses 2013: $383Net Income 2013: -$592013Revenue 2014: $357Expenses 2014: $368Net Income 2014: -$112014Revenue 2015: -$258Expenses 2015: $368Net Income 2015: -$6262015Revenue 2016: $341Expenses 2016: $348Net Income 2016: -$72016Revenue 2017: $1,081Expenses 2017: $15Net Income 2017: $1,0662017Revenue 2018: $274Expenses 2018: $526Net Income 2018: -$2522018Revenue 2019: $259Expenses 2019: $310Net Income 2019: -$512019Revenue 2020: $542Expenses 2020: $312Net Income 2020: $2302020Revenue 2021: $2,263Expenses 2021: $10,068Net Income 2021: -$7,8052021

Highlighted filing

2016

Revenue$341
Expenses$348
Net Income-$7
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$8-$8
Filing and Contact Details

Filer

Filer Name
Brian J Pfannebecker Tr Co
EIN
16-6222026
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
SVP Tax
Phone
8888663275
Signed
2017-04-14
Raw XML Appendix299 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.

Path#Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06315
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0320
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0336
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt090
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt074
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/Amt12
TaxesSchedule/TaxesDetail/Amt21
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP Tax
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRIAN J PFANNEBECKER TR CO
ReturnHeader/Filer/BusinessNameControlTxt0PFAN
ReturnHeader/Filer/EIN0166222026
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1802
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd0029011802
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07BFAC51D0FD95BFA601FDE4199B63FA642FBD7D8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02857920AFA586FE6913C46973BA368FDDE330E95
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0171.159.192.10
ReturnHeader/ReturnTs02017-04-14T11:04:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,814
Liabilities
$0
Net assets
$6,814
Revenue
$341
Expenses
$348
Net income
-$7
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.26$10.1$7.81
2020Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.54$0.31$0.23
2019Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.26$0.31$0.05
2018Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.27$0.53$0.25
2017Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$1.08$0.02$1.07
2016Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.34$0.35$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.26$0.37$0.63
2014Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.36$0.37$0.01
2013Summary only. Only limited summary data is available for this year.$7.44$0.00$0.32$0.38$0.06
2012Summary only. Only limited summary data is available for this year.$7.50$0.00$0.62$0.38$0.24
2011Summary only. Only limited summary data is available for this year.$7.27$0.00$0.45$0.38$0.07