Civic Intelligence

Brooke Kirby Lindsay Foundation

990PF • Fiscal year 2021 • EIN 20-3224551

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 01, 2022

Organization Profile
29901 Hillside TerraceSan Juan Capistrano, CA 92675

(949) 496-4426

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

91st percentile

69%

Higher net margin than 91% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

252%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,417,931

Up $335,963 (+16%) from 2020

Net Assets

Up

$2,417,931

Up $335,963 (+16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin91st percentile

Revenue

Up

$482,865

Up $345,791 (+252%) from 2020

Expenses

Up

$150,074

Up $136 (+0.1%) from 2020

Net Income

Up

$332,791

Up $345,655 (+2687%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,948,944Liabilities 2011: $0Net Assets 2011: $1,948,9442011Assets 2012: $1,893,275Liabilities 2012: $0Net Assets 2012: $1,893,2752012Assets 2013: $1,927,489Liabilities 2013: $0Net Assets 2013: $1,927,4892013Assets 2014: $2,003,368Liabilities 2014: $0Net Assets 2014: $2,003,3682014Assets 2015: $2,051,008Liabilities 2015: $0Net Assets 2015: $2,051,0082015Assets 2016: $2,112,033Liabilities 2016: $0Net Assets 2016: $2,112,0332016Assets 2017: $2,165,794Liabilities 2017: $0Net Assets 2017: $2,165,7942017Assets 2018: $2,167,661Liabilities 2018: $0Net Assets 2018: $2,167,6612018Assets 2019: $2,091,645Liabilities 2019: $0Net Assets 2019: $2,091,6452019Assets 2020: $2,081,968Liabilities 2020: $0Net Assets 2020: $2,081,9682020Assets 2021: $2,417,931Liabilities 2021: $0Net Assets 2021: $2,417,9312021Assets 2022: $2,588,968Liabilities 2022: $0Net Assets 2022: $2,588,9682022Assets 2023: $2,462,811Liabilities 2023: $0Net Assets 2023: $2,462,8112023Assets 2024: $2,495,827Liabilities 2024: $0Net Assets 2024: $2,495,8272024

Highlighted filing

2021

Assets$2,417,931
Liabilities$0
Net Assets$2,417,931
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $107,7172011Expenses 2012: $122,3632012Revenue 2013: $154,196Expenses 2013: $124,552Net Income 2013: $29,6442013Revenue 2014: $205,275Expenses 2014: $135,021Net Income 2014: $70,2542014Revenue 2015: $207,918Expenses 2015: $165,143Net Income 2015: $42,7752015Revenue 2016: $222,117Expenses 2016: $167,045Net Income 2016: $55,0722016Revenue 2017: $162,122Expenses 2017: $111,077Net Income 2017: $51,0452017Revenue 2018: $152,161Expenses 2018: $141,729Net Income 2018: $10,4322018Revenue 2019: $88,098Expenses 2019: $173,408Net Income 2019: -$85,3102019Revenue 2020: $137,074Expenses 2020: $149,938Net Income 2020: -$12,8642020Revenue 2021: $482,865Expenses 2021: $150,074Net Income 2021: $332,7912021Revenue 2022: $310,699Expenses 2022: $143,438Net Income 2022: $167,2612022Revenue 2023: $5,327Expenses 2023: $130,903Net Income 2023: -$125,5762023Revenue 2024: $132,312Expenses 2024: $113,810Net Income 2024: $18,5022024

Highlighted filing

2021

Revenue$482,865
Expenses$150,074
Net Income$332,791
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 1, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTY H LINDSAYPresident-$0--
SAM G LINDSAYTreasurer-$0--
MATT LINDSAYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Brooke Kirby Lindsay Foundation
EIN
20-3224551
Phone
9494964426
Address
29901 HILLSIDE TERRACE, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Sam G Lindsay
Title
Treasurer
Signed
2022-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Richard E Jackson An Accountancy Corporation
Address
4910 Campus Drive, Newport Beach, CA 92660
Preparer
Richard E Jackson
Phone
9497522120
Raw XML Appendix312 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KRISTY LINDSAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SAMARITAN'S PURSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LOVE FOR ROMANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2INCA LINK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt123301 LA GLORIETA C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 1321
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt092867
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0130805
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0116117
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0107555
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt092867
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0547
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MISCELLANEOUS EXPENSE - BOOKS ONLY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES/EXP REIMB.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TAX FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt11207
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CALIFORNIA MUNICIPAL DIVIDENDS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1LOSS ON SUPPLEMENT STMT NOT ON BOOKS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt033932
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt033932
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM G LINDSAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROOKE KIRBY LINDSAY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0203224551
ReturnHeader/Filer/PhoneNum09494964426
ReturnHeader/Filer/USAddress/AddressLine1Txt029901 HILLSIDE TERRACE
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330264862
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richard E Jackson An Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04910 Campus Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09497522120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard E Jackson
ReturnHeader/ReturnTs02022-09-01T11:53:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAM G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LINDSAY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,417,931
Liabilities
$0
Net assets
$2,417,931
Revenue
$482,865
Expenses
$150,074
Net income
$332,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.13$0.11$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.01$0.13$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.31$0.14$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.48$0.15$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.14$0.15$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.09$0.17$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.15$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.16$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.22$0.17$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.21$0.17$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.21$0.14$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.15$0.12$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.11