Civic Intelligence

Brighthaven Inc.

990 • Fiscal year 2016 • EIN 33-0576248

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

5465 Bravo Toro LaneSanta Rosa, CA 95401

(707) 578-4800

Siviq Scores

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

Liabilities / Assets

79th percentile

0.50x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

1.38x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

40th percentile

-0.9%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-2.8%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,314,622

Down $12,151 (-0.9%) from 2015

Net Assets

Up

$652,322

Up $196,592 (+43%) from 2015

Liabilities

Down

$662,300

Down $208,743 (-24%) from 2015

Revenue

Down

$478,705

Down $14,002 (-2.8%) from 2015

Expenses

Up

$276,309

Up $1,135 (+0.4%) from 2015

Net Income

Down

$202,396

Down $15,137 (-7.0%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $126,703Liabilities 2010: $2,347Net Assets 2010: $124,3562010Assets 2011: $115,156Liabilities 2011: $313Net Assets 2011: $114,8432011Assets 2012: $88,852Liabilities 2012: $17,534Net Assets 2012: $71,3182012Assets 2013: $23,754Liabilities 2013: $18,713Net Assets 2013: $5,0412013Assets 2014: $1,296,455Liabilities 2014: $1,058,258Net Assets 2014: $238,1972014Assets 2015: $1,326,773Liabilities 2015: $871,043Net Assets 2015: $455,7302015Assets 2016: $1,314,622Liabilities 2016: $662,300Net Assets 2016: $652,3222016Assets 2017: $1,248,216Liabilities 2017: $650,115Net Assets 2017: $598,1012017Assets 2018: $349,543Liabilities 2018: $3,811Net Assets 2018: $345,7322018Assets 2019: $353,903Liabilities 2019: $287Net Assets 2019: $353,6162019Assets 2020: $317,195Liabilities 2020: $6,014Net Assets 2020: $311,1812020Assets 2021: $277,992Liabilities 2021: $6,949Net Assets 2021: $271,0432021Assets 2022: $199,762Liabilities 2022: $5,398Net Assets 2022: $194,3642022Assets 2023: $134,225Liabilities 2023: $6,306Net Assets 2023: $127,9192023Assets 2024: $91,428Liabilities 2024: $4,439Net Assets 2024: $86,9892024

Highlighted filing

2016

Assets$1,314,622
Liabilities$662,300
Net Assets$652,322

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2010: $174,738Expenses 2010: $109,847Net Income 2010: $64,8912010Expenses 2011: $224,2602011Expenses 2012: $295,3042012Revenue 2013: $186,600Expenses 2013: $218,627Net Income 2013: -$32,0272013Revenue 2014: $499,553Expenses 2014: $266,397Net Income 2014: $233,1562014Revenue 2015: $492,707Expenses 2015: $275,174Net Income 2015: $217,5332015Revenue 2016: $478,705Expenses 2016: $276,309Net Income 2016: $202,3962016Revenue 2017: $209,489Expenses 2017: $263,710Net Income 2017: -$54,2212017Revenue 2018: -$55,693Expenses 2018: $196,676Net Income 2018: -$252,3692018Revenue 2019: $146,268Expenses 2019: $138,384Net Income 2019: $7,8842019Revenue 2020: $62,345Expenses 2020: $104,780Net Income 2020: -$42,4352020Revenue 2021: $112,434Expenses 2021: $152,572Net Income 2021: -$40,1382021Revenue 2022: $121,159Expenses 2022: $197,838Net Income 2022: -$76,6792022Revenue 2023: $65,247Expenses 2023: $131,692Net Income 2023: -$66,4452023Revenue 2024: $78,389Expenses 2024: $119,319Net Income 2024: -$40,9302024

Highlighted filing

2016

Revenue$478,705
Expenses$276,309
Net Income$202,396
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 8, 2017
Return Version
2016v3.0
Gross Receipts
$521,109
Mission and Program Overview

Mission

Brighthaven is a non-profit organization dedicated to the well being of senior, disabled and special animals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,227,189$1,199,922▼ $27,267
Cash and Non-Interest-Bearing Accounts$85,442$95,936▲ $10,494
Investments in Publicly Traded Securities$7,461$7,461→ $0
Savings and Temporary Cash Investments$6,681$5,962▼ $719
Prepaid Expenses and Deferred Charges-$4,841-
Receivables From Officers Etc-$500-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,326,773$1,314,622▼ $12,151
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$841,467$623,001▼ $218,466
Other Liabilities$29,576$39,299▲ $9,723
Total Liabilities$871,043$662,300▼ $208,743
Net Assets / Fund Balance
Unrestricted Net Assets$455,730$652,322▲ $196,592
Total Net Assets Fund Balance$455,730$652,322▲ $196,592
Total Liabilities and Net Assets / Fund Balance$1,326,773$1,314,622▼ $12,151

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$623,039$70,390$693,429
Land$570,000-$570,000
Equipment$6,883$10,808$17,691
Other Land Buildings-$1,056$1,056
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gail PopePresident
Christina Chambreau DvmDirector
Susan HoffmanDirector
Susanna AnthonyDirector
Valerie BennettDirector
Kirstie MooreSecretary
Richard PopeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$456,605
Program Service Revenue
$0
Investment Income
$132
Other Revenue
$21,968
All Other Contributions
$456,605
Change in Net Assets
$202,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,117
Salaries, Compensation, and Employee Benefits$75,899
Professional Fundraising Fees$28,293
Total Fundraising Expense$28,293
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$69,296--$69,296
Fees for Services Professional Fundraising--$28,293$28,293
All Other Expenses$19,547$6,238-$25,785
Interest-$23,834-$23,834
Depreciation Depletion$14,172--$14,172
Other Expenses$9,021--$9,021
Payroll Taxes$6,603--$6,603
Insurance$5,258--$5,258
Office Expenses$5,192--$5,192
Fees for Services Accounting$4,064--$4,064
Travel$2,205--$2,205
Advertising$62--$62
Total Functional Expenses$217,944$30,072$28,293$276,309
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$28,293
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$500-
Receivables from Disqualified Persons-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit -summit$20,000
Chase Credit Card$10,637
Wells Fargo Credit Card$6,275
Payroll Taxes Payable$2,373
Sales Tax Payable$11
Rounding$3
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Brighthaven Inc
EIN
33-0576248
Phone
7075784800
Address
5465 BRAVO TORO LANE, SANTA ROSA, CA 95401

Signing Officer

Name
Gail Pope
Title
President
Signed
2017-08-08
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
4
Employees
6

Preparer

Firm
Accurate Bookkeeping & Tax Service Inc
Address
17632 Irvine Blvd Ste 150, Tustin, CA 92780-3160
Preparer
Joni K Terens Ea
Phone
7148324633
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

6 = -$2776

Other Changes In Net Assets Or Fund Balances - Other Decreases

Federal taxes on ubi (2015) = -$3028

Christina Chambreau, Dvm

908 cold bottom road, sparks, md 21152

Susanna Anthony

9 bond strweet, #3, somerville, ma 02145

Valerie Bennett

1758 cocoplum court, longwood, fl 32779

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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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IRS990/PYRevenuesLessExpensesAmt0217533
IRS990/PYSalariesCompEmpBnftPaidAmt060380
IRS990/PYTotalExpensesAmt0275174
IRS990/PYTotalRevenueAmt0492707
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0500
IRS990/ReconcilationRevenueExpnssAmt0202396
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt021301
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06681
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0456605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0478041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0487431
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0184834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0248088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01854999
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0715
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0715
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.99910
IRS990ScheduleA/PublicSupportTotal170Amt01854999
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0456605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0478041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0487431
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0184834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0248088
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01854999
IRS990ScheduleA/TotalSupportAmt01855714
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0623039
IRS990ScheduleD/BuildingsGrp/DepreciationAmt070390
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0693429
IRS990ScheduleD/EquipmentGrp/BookValueAmt06883
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010808
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017691
IRS990ScheduleD/LandGrp/BookValueAmt0570000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0570000
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01056
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01056
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010637
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt120000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22373
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt33
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt411
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt56275
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHASE CREDIT CARD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LINE OF CREDIT -SUMMIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Rounding
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4SALES TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5WELLS FARGO CREDIT CARD
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01199922
IRS990ScheduleD/TotalLiabilityAmt039299
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26 = -$2776
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEDERAL TAXES ON UBI (2015) = -$3028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4908 COLD BOTTOM ROAD, SPARKS, MD 21152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt59 BOND STRWEET, #3, SOMERVILLE, MA 02145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt61758 COCOPLUM COURT, LONGWOOD, FL 32779
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CHRISTINA CHAMBREAU, DVM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5SUSANNA ANTHONY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6VALERIE BENNETT
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01326773
IRS990/TotalAssetsEOYAmt01314622
IRS990/TotalAssetsGrp/BOYAmt01326773
IRS990/TotalAssetsGrp/EOYAmt01314622
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0456605
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt028293
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030072
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0217944
IRS990/TotalFunctionalExpensesGrp/TotalAmt0276309
IRS990/TotalGrossUBIAmt021301
IRS990/TotalLiabilitiesBOYAmt0871043
IRS990/TotalLiabilitiesEOYAmt0662300
IRS990/TotalLiabilitiesGrp/BOYAmt0871043
IRS990/TotalLiabilitiesGrp/EOYAmt0662300
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0455730
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0652322
IRS990/TotalProgramServiceExpensesAmt0217944
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0799
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0478705
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt021301
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01326773
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01314622
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt02205
IRS990/TravelGrp/TotalAmt02205
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0455730
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0652322
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.08$0.12$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.01$0.13$0.07$0.13$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.01$0.19$0.12$0.20$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.01$0.27$0.11$0.15$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.01$0.31$0.06$0.10$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.15$0.14$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$0.06$0.20$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.65$0.60$0.21$0.26$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.66$0.65$0.48$0.28$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.87$0.46$0.49$0.28$0.22
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$1.06$0.24$0.50$0.27$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.01$0.19$0.22$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.02$0.07$0.30
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.11$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.12$0.17$0.11$0.06