Civic Intelligence

Brookmead Trust

990PF • Fiscal year 2016 • EIN 23-7787805

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

Organization Profile
431 Glyn Wynne RoadHaverford, PA 19041-1702

(610) 649-8964

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.51x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets44th percentile

Assets

$908,768

No earlier filing loaded for comparison.

Net Assets

$903,556

No earlier filing loaded for comparison.

Liabilities

$5,212

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin76th percentile

Revenue

$10,210

No earlier filing loaded for comparison.

Expenses

$8,389

No earlier filing loaded for comparison.

Net Income

$1,821

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2016: $908,768Liabilities 2016: $5,212Net Assets 2016: $903,5562016Assets 2017: $748,098Liabilities 2017: $5,212Net Assets 2017: $742,8862017Assets 2018: $716,589Liabilities 2018: $5,376Net Assets 2018: $711,2132018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$908,768
Liabilities$5,212
Net Assets$903,556
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2016: $10,210Expenses 2016: $8,389Net Income 2016: $1,8212016Revenue 2017: $42,262Expenses 2017: $202,932Net Income 2017: -$160,6702017Revenue 2018: $95,177Expenses 2018: $126,850Net Income 2018: -$31,6732018Revenue 2019: $210,150Expenses 2019: $926,331Net Income 2019: -$716,1812019

Highlighted filing

2016

Revenue$10,210
Expenses$8,389
Net Income$1,821
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY C FRITZTrustee-$0--
CHARLES A FRITZ IVCo-Trustee-$0--
JENNIFER C FRITZCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Brookmead Trust
EIN
23-7787805
Phone
6106498964
Address
431 GLYN WYNNE ROAD, HAVERFORD, PA 19041-1702

Signing Officer

Name
Wendy Calhoun
Title
Trustee
Phone
6106498964
Signed
2017-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Savran Benson Llp
Address
146 MONTGOMERY AVE - STE 300, BALA CYNWYD, PA 19004
Preparer
Mitchell Benson
Phone
6106646400
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/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04983
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt044407
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0136380
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0136380
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0136380
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0180787
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EXCHANGE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt063
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt063
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03045
TaxesSchedule/TaxesDetail/Amt0132
TaxesSchedule/TaxesDetail/Amt12252
TaxesSchedule/TaxesDetail/Amt22960
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX - BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX - ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0132
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12252
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt22960
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY CALHOUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06106498964
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROOKMEAD TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WENDY CALHOUN
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0237787805
ReturnHeader/Filer/PhoneNum06106498964
ReturnHeader/Filer/USAddress/AddressLine1Txt0431 GLYN WYNNE ROAD
ReturnHeader/Filer/USAddress/CityNm0HAVERFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190411702
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FCACBE09F44B8EAA0DA7544222B6EAA2B5F8DA9C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId064986F6F4ECDC5C62DD5B49C4A47860E6E78931E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.254.176.161
ReturnHeader/FilingSecurityInformation/IPDt02017-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:28:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232440252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAVRAN BENSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0146 MONTGOMERY AVE - STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106646400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL BENSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-10T13:42:30-05:00
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
$908,768
Liabilities
$5,212
Net assets
$903,556
Revenue
$10,210
Expenses
$8,389
Net income
$1,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.10$9.26$7.16
2018Detailed filing. Detailed filing data is available for this year.$7.17$0.05$7.11$0.95$1.27$0.32
2017Detailed filing. Detailed filing data is available for this year.$7.48$0.05$7.43$0.42$2.03$1.61
2016Detailed filing. Detailed filing data is available for this year.$9.09$0.05$9.04$0.10$0.08$0.02