Civic Intelligence

Brooks Robert D Trust Under Will 001095

990PF • Fiscal year 2023 • EIN 23-7875534

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 16, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-53%

Higher net margin than 13% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$3,040

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.7%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

95%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$269,791

Down $10,368 (-3.7%) from 2022

Net Assets

Down

$269,791

Down $10,368 (-3.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin13th percentile

Revenue

Up

$19,427

Up $9,463 (+95%) from 2022

Expenses

Down

$29,809

Down $809 (-2.6%) from 2022

Net Income

Up

-$10,382

Up $10,272 (+50%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2023

Assets$269,791
Liabilities$0
Net Assets$269,791
Open 2023 Filing

Operations Trend

Revenue Growth89th 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

2023

Revenue$19,427
Expenses$29,809
Net Income-$10,382
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 16, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,040-$3,040
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
Corp Officer at Fnb
Title
FNB, Trustee
Signed
2024-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Trust Processing Solutions
Address
P O BOX 894, MILFORD, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
Raw XML Appendix315 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0I SHARES TIPS BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD INTERMEDIATE TERM BON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD SHT TERM BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3NUVEEN CREDIT STRATEGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4TENNESSEE VALLEY AUTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5I SHS SELECT DIVIDEND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD TOTAL STOCK MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD REIT INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FIDELITY ADV STOCK SELECTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FIDELITY SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10INVESCO WATER RESOURCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11INVESCO PREFERRED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12I SHARES MSCI EAFE
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0572
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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/Amt026143
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/TotalGrantOrContriPdDurYrAmt026143
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/AppliedToCurrentYearAmt012113
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014030
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017451
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/QualifyingDistributionsAmt026143
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05338
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014030
OtherDecreasesSchedule/OtherDecreasesDetail/Amt050
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FOREIGN TAX GROSS UP
OtherIncreasesSchedule/OtherIncreasesDetail/Amt064
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND POSTING TIMING DIFFERENCE
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt150
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CORP OFFICER AT FNB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FNB, Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-16
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010604131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451500894
ReturnHeader/PreparerPersonGrp/PhoneNum05137748805
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG HART
ReturnHeader/ReturnTs02024-05-03T13:01:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$269,791
Liabilities
$0
Net assets
$269,791
Revenue
$19,427
Expenses
$29,809
Net income
-$10,382
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