Civic Intelligence

Glenn E & Gleeola Brun Charitable Trust

990PF • Fiscal year 2017 • EIN 27-7010577

Jan 01, 2017 to Dec 31, 2017 • Filed on May 13, 2018

Organization Profile
220 Grove LaneSanta Barbara, CA 93105

(805) 452-1789

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

4th percentile

-121%

Higher net margin than 4% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

58th percentile

$6,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

62nd percentile

6.5%

Faster asset growth than 62% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

18%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$641,404

Up $39,181 (+6.5%) from 2016

Net Assets

Up

$641,404

Up $39,181 (+6.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin4th percentile

Revenue

Up

$22,779

Up $3,398 (+18%) from 2016

Expenses

Down

$50,350

Down $3,426 (-6.4%) from 2016

Net Income

Up

-$27,571

Up $6,824 (+20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$800K$600K$400K$200K$0Assets 2013: $730,679Liabilities 2013: $34,478Net Assets 2013: $696,2012013Assets 2014: $692,541Liabilities 2014: $0Net Assets 2014: $692,5412014Assets 2015: $621,760Liabilities 2015: $0Net Assets 2015: $621,7602015Assets 2016: $602,223Liabilities 2016: $0Net Assets 2016: $602,2232016Assets 2017: $641,404Liabilities 2017: $0Net Assets 2017: $641,4042017Assets 2018: $581,078Liabilities 2018: $0Net Assets 2018: $581,0782018Assets 2019: $639,059Liabilities 2019: $0Net Assets 2019: $639,0592019Assets 2020: $675,829Liabilities 2020: $0Net Assets 2020: $675,8292020Assets 2021: $701,339Liabilities 2021: $0Net Assets 2021: $701,3392021Assets 2024: $650,553Liabilities 2024: $0Net Assets 2024: $650,5532024

Highlighted filing

2017

Assets$641,404
Liabilities$0
Net Assets$641,404
Open 2017 Filing

Operations Trend

Revenue Growth68th percentile

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

$100K$50K$0-$50KRevenue 2013: $25,893Expenses 2013: $49,764Net Income 2013: -$23,8712013Revenue 2014: $43,029Expenses 2014: $66,985Net Income 2014: -$23,9562014Revenue 2015: $34,526Expenses 2015: $62,921Net Income 2015: -$28,3952015Revenue 2016: $19,381Expenses 2016: $53,776Net Income 2016: -$34,3952016Revenue 2017: $22,779Expenses 2017: $50,350Net Income 2017: -$27,5712017Revenue 2018: $25,470Expenses 2018: $51,969Net Income 2018: -$26,4992018Revenue 2019: $19,777Expenses 2019: $51,296Net Income 2019: -$31,5192019Revenue 2020: $19,532Expenses 2020: $51,122Net Income 2020: -$31,5902020Revenue 2021: $32,112Expenses 2021: $68,403Net Income 2021: -$36,2912021Revenue 2024: $27,947Expenses 2024: $60,194Net Income 2024: -$32,2472024

Highlighted filing

2017

Revenue$22,779
Expenses$50,350
Net Income-$27,571
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 13, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEAN SHAHROUZITrusteePT$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Glenn E & Gleeola Brun
EIN
27-7010577
Phone
8054521789
Address
220 GROVE LANE, SANTA BARBARA, CA 93105

Signing Officer

Name
Sean Shahrouzi
Title
Trustee
Signed
2018-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Shahrouzi & Furness Cpas
Address
16130 VENTURA BLVD STE 420, ENCINO, CA 91436-2503
Preparer
Sean Shahrouzi CPA
Phone
8056874269
Raw XML Appendix203 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.

Path#Value
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt022779
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022779
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt022779
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt030091
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt022779
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-27571
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022779
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt066752
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0456
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0456
IRS990PF/FMVAssetsEOYAmt0641404
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0602223
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0641404
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0620251
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0620251
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09304
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt030547
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0610947
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0620251
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SEAN SHAHROUZI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0220 GROVE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093105
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt030091
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt030091
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt030091
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0220 GROVE LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA BARBARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SEAN SHAHROUZI
IRS990PF/StatementsRegardingActyGrp/PhoneNum08054521789
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SANTA BARBARA CITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CALIFORNIA POLYTECHNIC STATE UNIVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SHRINERS HOSPITAL FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0721 CLIFF DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 GRAND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22900 ROCKY POINT DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093101
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030091
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/AppliedToCurrentYearAmt030091
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030091
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030091
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013861
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Merrill Lynch Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0398
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN SHAHROUZI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLENN E & GLEEOLA BRUN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GLEN
ReturnHeader/Filer/EIN0277010577
ReturnHeader/Filer/PhoneNum08054521789
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 GROVE LANE
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0573555505
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHAHROUZI & FURNESS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016130 VENTURA BLVD STE 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0914362503
ReturnHeader/PreparerPersonGrp/PhoneNum08056874269
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN SHAHROUZI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-13T14:12:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$641,404
Liabilities
$0
Net assets
$641,404
Revenue
$22,779
Expenses
$50,350
Net income
-$27,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.28$0.60$0.32
2021Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.32$0.68$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.76$0.00$6.76$0.20$0.51$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.39$0.00$6.39$0.20$0.51$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$0.00$5.81$0.25$0.52$0.26
2017Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.23$0.50$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.02$0.00$6.02$0.19$0.54$0.34
2015Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.35$0.63$0.28
2014Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.43$0.67$0.24
2013Detailed filing. Detailed filing data is available for this year.$7.31$0.34$6.96$0.26$0.50$0.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $500k-$1M nonprofits