Civic Intelligence

Brooks Robert D Trust Under Will 001095

990PF • Fiscal year 2020 • EIN 23-7875534

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization Profile
34 South State StreetNewtown, PA 18940

(215) 968-4872

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

14th percentile

-56%

Higher net margin than 14% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

-1.9%

Faster asset growth than 40% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

90%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$286,285

Down $5,440 (-1.9%) from 2019

Net Assets

Down

$286,285

Down $5,440 (-1.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin14th percentile

Revenue

Up

$9,795

Up $4,648 (+90%) from 2019

Expenses

Up

$15,235

Up $5 (+0.0%) from 2019

Net Income

Up

-$5,440

Up $4,643 (+46%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$400K$300K$200K$100K$0Assets 2016: $308,401Liabilities 2016: $0Net Assets 2016: $308,4012016Assets 2017: $299,978Liabilities 2017: $0Net Assets 2017: $299,9782017Assets 2018: $301,808Liabilities 2018: $0Net Assets 2018: $301,8082018Assets 2019: $291,725Liabilities 2019: $0Net Assets 2019: $291,7252019Assets 2020: $286,285Liabilities 2020: $0Net Assets 2020: $286,2852020Assets 2021: $300,813Liabilities 2021: $0Net Assets 2021: $300,8132021Assets 2022: $280,159Liabilities 2022: $0Net Assets 2022: $280,1592022Assets 2023: $269,791Liabilities 2023: $0Net Assets 2023: $269,7912023Assets 2024: $259,735Liabilities 2024: $0Net Assets 2024: $259,7352024

Highlighted filing

2020

Assets$286,285
Liabilities$0
Net Assets$286,285
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

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

$40K$20K$0-$20K-$40KRevenue 2016: $8,974Expenses 2016: $20,168Net Income 2016: -$11,1942016Revenue 2017: $9,686Expenses 2017: $18,109Net Income 2017: -$8,4232017Revenue 2018: $16,904Expenses 2018: $15,074Net Income 2018: $1,8302018Revenue 2019: $5,147Expenses 2019: $15,230Net Income 2019: -$10,0832019Revenue 2020: $9,795Expenses 2020: $15,235Net Income 2020: -$5,4402020Revenue 2021: $38,656Expenses 2021: $24,128Net Income 2021: $14,5282021Revenue 2022: $9,964Expenses 2022: $30,618Net Income 2022: -$20,6542022Revenue 2023: $19,427Expenses 2023: $29,809Net Income 2023: -$10,3822023Revenue 2024: $20,507Expenses 2024: $30,569Net Income 2024: -$10,0622024

Highlighted filing

2020

Revenue$9,795
Expenses$15,235
Net Income-$5,440
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH CARTERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Brooks Robert D Trust Under Will 001095
EIN
23-7875534
Address
34 SOUTH STATE STREET, NEWTOWN, PA 18940

Signing Officer

Name
Sean Andris
Title
Tax Specialist
Signed
2021-05-05
Raw XML Appendix340 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/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt034 S STATE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWTOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd018940
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIRST NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum02159684872
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DISTRIBUTIONS TO CHURCH TO CARRY OUT CHARITABLE ENDEAVORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0315 RADCLIFFE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRISTOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019007
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011400
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011400
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017991
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/QualifyingDistributionsAmt011400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02804
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017991
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014204
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt03601
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03601
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03601
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0120
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1114
TaxesSchedule/TaxesDetail/Amt0120
TaxesSchedule/TaxesDetail/Amt1114
TaxesSchedule/TaxesDetail/CategoryTxt02020 ESTIMATED EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt12019 EXCISE TAX DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0120
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1114
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN ANDRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX SPECIALIST
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROOKS ROBERT D TRUST UNDER WILL 001095
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0237875534
ReturnHeader/Filer/USAddress/AddressLine1Txt034 SOUTH STATE STREET
ReturnHeader/Filer/USAddress/CityNm0NEWTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018940
ReturnHeader/ReturnTs02021-05-05T16:00:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$286,285
Liabilities
$0
Net assets
$286,285
Revenue
$9,795
Expenses
$15,235
Net income
-$5,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.21$0.31$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.19$0.30$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.10$0.31$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.39$0.24$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.10$0.15$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.05$0.15$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.17$0.15$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.10$0.18$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.09$0.20$0.11