Civic Intelligence

Brennan Family Charitable Trust

EIN 34-1813450 • Iron River, MI

1662 South Ice Lake RdIron River, MI 49935-0496
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

100th percentile

512%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $46,951 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $46,951 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$9,164

Down $11,259 (-537%) from 2022

Expenses

Up

$37,787

Up $29,719 (+368%) from 2022

Net Income

Down

-$46,951

Down $40,978 (-686%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2020: $66,863Liabilities 2020: $0Net Assets 2020: $66,8632020Assets 2021: $52,924Liabilities 2021: $0Net Assets 2021: $52,9242021Assets 2022: $46,951Liabilities 2022: $0Net Assets 2022: $46,9512022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50KRevenue 2020: $232Expenses 2020: $11,574Net Income 2020: -$11,3422020Revenue 2021: $4,485Expenses 2021: $18,424Net Income 2021: -$13,9392021Revenue 2022: $2,095Expenses 2022: $8,068Net Income 2022: -$5,9732022Revenue 2023: -$9,164Expenses 2023: $37,787Net Income 2023: -$46,9512023

Highlighted filing

2023

Revenue-$9,164
Expenses$37,787
Net Income-$46,951
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$9,164
Expenses
$37,787
Net income
-$46,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$9.16$37.8$47.0
2022Detailed filing. Detailed filing data is available for this year.$47.0$0.00$47.0$2.10$8.07$5.97
2021Detailed filing. Detailed filing data is available for this year.$52.9$0.00$52.9$4.49$18.4$13.9
2020Detailed filing. Detailed filing data is available for this year.$66.9$0.00$66.9$0.23$11.6$11.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R BRENNANTrustee-$0--
MARGARET BRENNANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Brennan Family Charitable Trust
EIN
34-1813450
Address
1662 SOUTH ICE LAKE RD, Iron River, MI 49935-0496

Signing Officer

Name
James R Brennan
Title
Trustee
Phone
9062840975
Signed
2024-04-30
Discuss with paid preparer
No

Preparer

Firm
James W Ansberry
Address
31 HAMPSTEAD AVENUE, Bluffton, SC 29910
Preparer
James W Ansberry
Phone
4408299077
Raw XML Appendix325 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/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Iron River
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Iron River
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049927
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149935
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249935
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349935
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd449935
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd549935
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036733
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/AppliedToCurrentYearAmt01147
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05216
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05216
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073425
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035586
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012484
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015370
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036733
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035586
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078641
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043055
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0TRUSTEES ARE ELDERLY AND NO LONGER ABLE TO ADMINISTER THE TRUST. ALL TRUST ASSETS WERE DISTRIBUTED IN CASH TO CHARITIES AND FOR FINAL ADMINISTRATIVE EXPENSES FROM FEBRUARY 2023 THROUGH AUGUST 2023 WHEN ALL TRUST ASSETS AND CASH WERE FULLY PAID OUT IN CASH. RECIPIENTS OF CASH WERE: BATES HALL PRESERVATION SOCIETY 3070 EAST U.S. 2 IRON RIVER, MI 49935 $32,578 MISSION BIBLE TRAINING CENTER 121 GROULX LANE GAASTRA, MI 49924 3,055 WEST IRON DISTRICT LIBRARY 116 W GENESEE ST. IRON RIVER, MI 49935 225 IRON COUNTY HISTORICAL SOCIETY 100 BRADY AVE. CASPIAN, MI 49915 200 GOLDEN K PO BOX 139 IRON RIVER, MI 49935 200 ALL OTHER CHARITIES VARIOUS VARIOUS 475 TOTAL CHARITABLE DISTRIBIONS PAID IN CASH $36,733
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ASSOCIATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADMINISTRATIVE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1168
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3347
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt040
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R BRENNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09062840975
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRENNAN FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BREN
ReturnHeader/Filer/EIN0341813450
ReturnHeader/Filer/USAddress/AddressLine1Txt01662 SOUTH ICE LAKE RD
ReturnHeader/Filer/USAddress/CityNm0Iron River
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0499350496
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341422785
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES W ANSBERRY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 HAMPSTEAD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bluffton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029910
ReturnHeader/PreparerPersonGrp/PhoneNum04408299077
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES W ANSBERRY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-30T15:56:03-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRENNAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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