Civic Intelligence

Arthur Raymond Brooks Trust

990PF • Fiscal year 2016 • EIN 22-6543034

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 31, 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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

59th percentile

5.7%

Higher net margin than 59% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$10,103

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

49th percentile

0.5%

Faster asset growth than 49% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,367,752

Up $10,759 (+0.5%) from 2015

Net Assets

Up

$2,367,752

Up $10,759 (+0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin59th percentile

Revenue

Down

$144,977

Down $62,463 (-30%) from 2015

Expenses

Down

$136,730

Down $8,722 (-6.0%) from 2015

Net Income

Down

$8,247

Down $53,741 (-87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,218,567Liabilities 2011: $02011Assets 2012: $2,193,813Liabilities 2012: $02012Assets 2013: $2,205,738Liabilities 2013: $02013Assets 2014: $2,297,691Liabilities 2014: $0Net Assets 2014: $2,297,6912014Assets 2015: $2,356,993Liabilities 2015: $0Net Assets 2015: $2,356,9932015Assets 2016: $2,367,752Liabilities 2016: $0Net Assets 2016: $2,367,7522016Assets 2017: $2,761,118Liabilities 2017: $0Net Assets 2017: $2,761,1182017Assets 2018: $2,790,830Liabilities 2018: $0Net Assets 2018: $2,790,8302018Assets 2019: $2,769,825Liabilities 2019: $0Net Assets 2019: $2,769,8252019Assets 2020: $2,760,587Liabilities 2020: $0Net Assets 2020: $2,760,5872020Assets 2021: $3,223,893Liabilities 2021: $0Net Assets 2021: $3,223,8932021Assets 2022: $2,966,745Liabilities 2022: $0Net Assets 2022: $2,966,7452022Assets 2023: $2,866,845Liabilities 2023: $0Net Assets 2023: $2,866,8452023Assets 2024: $2,976,505Liabilities 2024: $0Net Assets 2024: $2,976,5052024

Highlighted filing

2016

Assets$2,367,752
Liabilities$0
Net Assets$2,367,752
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $59,773Expenses 2011: $90,160Net Income 2011: -$30,3872011Revenue 2012: $89,504Expenses 2012: $115,004Net Income 2012: -$25,5002012Revenue 2013: $106,214Expenses 2013: $94,731Net Income 2013: $11,4832013Revenue 2014: $275,409Expenses 2014: $183,476Net Income 2014: $91,9332014Revenue 2015: $207,440Expenses 2015: $145,452Net Income 2015: $61,9882015Revenue 2016: $144,977Expenses 2016: $136,730Net Income 2016: $8,2472016Revenue 2017: $541,380Expenses 2017: $140,602Net Income 2017: $400,7782017Revenue 2018: $203,408Expenses 2018: $178,305Net Income 2018: $25,1032018Revenue 2019: $136,434Expenses 2019: $141,976Net Income 2019: -$5,5422019Revenue 2020: $165,886Expenses 2020: $174,699Net Income 2020: -$8,8132020Revenue 2021: $638,645Expenses 2021: $178,978Net Income 2021: $459,6672021Revenue 2022: -$79,378Expenses 2022: $177,751Net Income 2022: -$257,1292022Revenue 2023: $81,321Expenses 2023: $180,099Net Income 2023: -$98,7782023Revenue 2024: $293,283Expenses 2024: $180,538Net Income 2024: $112,7452024

Highlighted filing

2016

Revenue$144,977
Expenses$136,730
Net Income$8,247
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICACo-Trustee-$10,103-$10,103
RUSSELL T KERBY JRCo-Trustee-$2,605-$2,605
Filing and Contact Details

Filer

Filer Name
Arthur Raymond Brooks Trust
EIN
22-6543034
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
2017-03-31
Raw XML Appendix346 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/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0127299
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PROVIDENCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0RI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0029011802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US TRUST FIDUCIARY TAX SERVICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum08888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0121516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MASS INSTITUTE TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0238 MAIN ST STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0021421016
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0121516
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt097648
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029651
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0126591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0127299
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028943
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029651
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02512
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TYE INCOME ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt01304
TaxesSchedule/TaxesDetail/Amt1365
TaxesSchedule/TaxesDetail/Amt2137
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ESTIMATES
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/NetInvestmentIncomeAmt1365
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2137
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP Tax
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARTHUR RAYMOND BROOKS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0226543034
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/AtSubmissionFilingDeviceId066336AE65777624BCE797F1669350FD3D68BB7C8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0171.159.194.11
ReturnHeader/ReturnTs02017-03-31T11:07:38-05:00
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
$2,367,752
Liabilities
$0
Net assets
$2,367,752
Revenue
$144,977
Expenses
$136,730
Net income
$8,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.29$0.18$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.08$0.18$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.08$0.18$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.64$0.18$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.17$0.17$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.14$0.14$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.20$0.18$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.54$0.14$0.40
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.14$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.21$0.15$0.06
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.28$0.18$0.09
2013Summary only. Only limited summary data is available for this year.$2.21$0.00$0.11$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$2.19$0.00$0.09$0.12$0.03
2011Summary only. Only limited summary data is available for this year.$2.22$0.00$0.06$0.09$0.03