Civic Intelligence

Jerry W Brock Foundation

990PF • Fiscal year 2016 • EIN 27-4004949

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

2150 E Rio Salado PkwyTempe, AZ 85281

(480) 968-2222

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

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

Liabilities / Revenue

35th percentile

0.00x

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

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

Net Margin

96th percentile

82%

Higher net margin than 96% 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

85th percentile

25%

Faster asset growth than 85% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-56%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$610,789

Up $121,697 (+25%) from 2015

Net Assets

Up

$610,789

Up $121,697 (+25%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$117,432

Down $152,122 (-56%) from 2015

Expenses

Down

$21,659

Down $69,281 (-76%) from 2015

Net Income

Down

$95,773

Down $82,841 (-46%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $489,092Liabilities 2015: $0Net Assets 2015: $489,0922015Assets 2016: $610,789Liabilities 2016: $0Net Assets 2016: $610,7892016Assets 2020: $1,572,939Liabilities 2020: $0Net Assets 2020: $1,572,9392020Assets 2021: $1,988,295Liabilities 2021: $0Net Assets 2021: $1,988,2952021Assets 2022: $2,706,454Liabilities 2022: $0Net Assets 2022: $2,706,4542022Assets 2023: $3,324,378Liabilities 2023: $0Net Assets 2023: $3,324,3782023Assets 2024: $3,518,638Liabilities 2024: $0Net Assets 2024: $3,518,6382024

Highlighted filing

2016

Assets$610,789
Liabilities$0
Net Assets$610,789

Operations Trend

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

$1.0M$500K$0Revenue 2015: $269,554Expenses 2015: $90,940Net Income 2015: $178,6142015Revenue 2016: $117,432Expenses 2016: $21,659Net Income 2016: $95,7732016Revenue 2020: $268,810Expenses 2020: $134,893Net Income 2020: $133,9172020Revenue 2021: $893,974Expenses 2021: $212,549Net Income 2021: $681,4252021Revenue 2022: $793,551Expenses 2022: $74,149Net Income 2022: $719,4022022Revenue 2023: $776,711Expenses 2023: $157,024Net Income 2023: $619,6872023Revenue 2024: $226,796Expenses 2024: $33,141Net Income 2024: $193,6552024

Highlighted filing

2016

Revenue$117,432
Expenses$21,659
Net Income$95,773
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY W BROCKPresident-$0--
ALEXIS VOGELVice President-$0--
BRADLEY STINOCHERSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Jerry W Brock Foundation
EIN
27-4004949
Phone
4809682222
Address
2150 E RIO SALADO PKWY, TEMPE, AZ 85281

Signing Officer

Name
Jerry W Brock
Title
President
Phone
4809682222
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Mansperger Patterson & Mcmullin Plc
Address
1222 E BASELINE ROAD SUITE 200, TEMPE, AZ 85283
Preparer
Jeffrey C Mcmullin CPA
Phone
4808319500
Raw XML Appendix387 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JERRY W BROCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALEXIS VOGEL
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JERRY W BROCK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ASSIST IN PROVIDING OPPPORTUNITIES FOR YOUTH AND TEENS IN THE EAST VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO AID IN PROVIDING VITAL SERVICES TO ANIMALS AND PEOPLE ALIKE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PREPARE YOUNG PEOPLE TO MAKE ETHICAL AND MORAL CHOICES OVER THEIR LIFETIMES BY INSTILLING IN THEM THE VALUES OF THE SCOUT OATH AND LAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PRESERVE HISTORY, EDUCATE YOUTH AND ASSIST THE SPORT IN FUTURE GROWTH.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HOLDING CHARITIES ACCOUTANBLE FOR HOW THEY SPEND DONATIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FUNDRAISING HELD TO HELP BENEFIT LESS FORTUNATE CHILDRENWITH TOYS FOR CHRISTMAS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOYS & GIRLS CLUBS OF THE EAST VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ARIZONA HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FRIENDS OF SCOUTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ARIZONA OPEN WHEEL RACING MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CHARITY WATCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5QUEEN CREEK FAMILY RESOURCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX EXEMPT ENTITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1TAX EXEMPT ENTITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2TAX EXEMPT ENTITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3TAX EXEMPT ENTITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4TAX EXEMPT ENTITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5TAX EXEMPT ENTITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01405 EAST GUADALUPE RD STE 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11521 W DOBBINS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22969 NORTH GREENFIELD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33534 E BROADWAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 578460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt520435 S OLD ELLSWORTH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TEMPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5QUEEN CREEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085283
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd385040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd585142
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019975
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019975
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026430
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt065185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt056912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt068445
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt061990
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0185789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt065185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031903
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt056912
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019975
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0247779
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0254234
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JERRY W BROCK
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02150 E RIO SALADO PKWY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TEMPE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085281
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0390
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0299
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON TAXABLE DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0299
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0299
OtherIncreasesSchedule/OtherIncreasesDetail/Amt026314
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JERRY BROCK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt08629 S STANLEY PLACE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0TEMPE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0AZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd085284
TaxesSchedule/TaxesDetail/Amt074
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY W BROCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04809682222
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERRY W BROCK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JERR
ReturnHeader/Filer/EIN0274004949
ReturnHeader/Filer/PhoneNum04809682222
ReturnHeader/Filer/USAddress/AddressLine1Txt02150 E RIO SALADO PKWY
ReturnHeader/Filer/USAddress/CityNm0TEMPE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085281
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C4FDF5A642639BE405C7C47146A89807AC3D312
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F3035290D4454B359884A4BF423A6C9544DA177
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.191.117.146
ReturnHeader/FilingSecurityInformation/IPDt02017-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm010:51:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860751928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANSPERGER PATTERSON & MCMULLIN PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01222 E BASELINE ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085283
ReturnHeader/PreparerPersonGrp/PhoneNum04808319500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY C MCMULLIN CPA
ReturnHeader/ReturnTs02017-06-06T12:02:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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