Civic Intelligence

The Robert H Brethen Foundation

990PF • Fiscal year 2016 • EIN 31-1213173

Nov 01, 2015 to Oct 31, 2016 • Filed on Dec 27, 2016

40 N Main Street Suite 2560Dayton, OH 45423-1004

(937) 224-1730

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

71st percentile

7.6%

Faster asset growth than 71% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

29%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$5,328,285

Up $374,942 (+7.6%) from 2015

Net Assets

Up

$5,328,285

Up $374,942 (+7.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$671,006

Up $150,773 (+29%) from 2015

Expenses

Up

$260,757

Up $34,316 (+15%) from 2015

Net Income

Up

$410,249

Up $116,457 (+40%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $3,445,787Liabilities 2010: $0Net Assets 2010: $3,445,7872010Assets 2012: $4,165,699Liabilities 2012: $0Net Assets 2012: $4,165,6992012Assets 2013: $4,305,496Liabilities 2013: $0Net Assets 2013: $4,305,4962013Assets 2014: $4,877,876Liabilities 2014: $0Net Assets 2014: $4,877,8762014Assets 2015: $4,953,343Liabilities 2015: $0Net Assets 2015: $4,953,3432015Assets 2016: $5,328,285Liabilities 2016: $0Net Assets 2016: $5,328,2852016Assets 2017: $5,871,078Liabilities 2017: $0Net Assets 2017: $5,871,0782017Assets 2018: $5,413,158Liabilities 2018: $0Net Assets 2018: $5,413,1582018Assets 2019: $5,933,524Liabilities 2019: $0Net Assets 2019: $5,933,5242019Assets 2020: $6,637,132Liabilities 2020: $0Net Assets 2020: $6,637,1322020Assets 2021: $8,348,741Liabilities 2021: $0Net Assets 2021: $8,348,7412021Assets 2022: $7,353,272Liabilities 2022: $0Net Assets 2022: $7,353,2722022Assets 2024: $10,818,508Liabilities 2024: $0Net Assets 2024: $10,818,5082024

Highlighted filing

2016

Assets$5,328,285
Liabilities$0
Net Assets$5,328,285

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $191,7082010Expenses 2012: $374,0252012Expenses 2013: $366,1282013Revenue 2014: $545,684Expenses 2014: $231,307Net Income 2014: $314,3772014Revenue 2015: $520,233Expenses 2015: $226,441Net Income 2015: $293,7922015Revenue 2016: $671,006Expenses 2016: $260,757Net Income 2016: $410,2492016Revenue 2017: $550,888Expenses 2017: $380,608Net Income 2017: $170,2802017Revenue 2018: $326,052Expenses 2018: $661,063Net Income 2018: -$335,0112018Revenue 2019: $495,560Expenses 2019: $276,754Net Income 2019: $218,8062019Revenue 2020: -$152,140Expenses 2020: $295,661Net Income 2020: -$447,8012020Revenue 2021: $681,835Expenses 2021: $330,596Net Income 2021: $351,2392021Revenue 2022: $614,316Expenses 2022: $235,628Net Income 2022: $378,6882022Revenue 2024: $572,256Expenses 2024: $356,689Net Income 2024: $215,5672024

Highlighted filing

2016

Revenue$671,006
Expenses$260,757
Net Income$410,249
Jump To
Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Signed
Dec 27, 2016
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT H BRETHENPres/Treas-$0--
DAVID M BRETHENSecy/Trustee-$0--
KAREN B JOHNSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Robert H Brethen Foundation
EIN
31-1213173
Phone
9372241730
Address
40 N MAIN STREET SUITE 2560, DAYTON, OH 45423-1004

Signing Officer

Name
Robert H Brethen
Title
Pres/treas
Phone
9372241730
Signed
2016-12-27
Discuss with paid preparer
Yes

Preparer

Firm
Thorn Lewis Duncan Inc
Address
40 N MAIN ST STE 2000, DAYTON, OH 45423-1002
Preparer
William D Duncan
Phone
9372237272
Raw XML AppendixShowing 400 of 554 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THERE IS NO PARTICULAR FORM OR FORMAT REQUIRED. ANY APPLICATION SHOULD PROVIDE SUFFICIENT INFORMATION TO ENABLE THE TRUSTEE TO ASCERTAIN THE NEED FOR AND THE PROPOSED USE OF THE FUNDS SOUGHT AND TO DETERMINE THAT THE RESTRICTIONS IN 2D WILL NOT BE VIOLATED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT H BRETHEN
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE ARE NO SUBMISSION DEADLINES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT H BRETHEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14HUMANE SOCIETY OF GREATER DAYTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SPRINGFIELD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11COLUMBUS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14DAYTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15FAIRFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16NEW YORK
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