Civic Intelligence

Amended and Restated Brubaker Charitable Trust

990PF • Fiscal year 2011 • EIN 36-3768220

Jan 01, 2011 to Dec 31, 2011 • Filed on May 15, 2012

9 Crab Apple Lane61107
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,099,151

No earlier filing loaded for comparison.

Net Assets

$1,099,151

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$120,919

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,099,151Liabilities 2011: $0Net Assets 2011: $1,099,1512011Assets 2012: $1,092,585Liabilities 2012: $0Net Assets 2012: $1,092,5852012Assets 2013: $1,110,290Liabilities 2013: $0Net Assets 2013: $1,110,2902013Assets 2014: $2,548,442Liabilities 2014: $0Net Assets 2014: $2,548,4422014Assets 2017: $4,277,700Liabilities 2017: $0Net Assets 2017: $4,277,7002017Assets 2020: $3,692,273Liabilities 2020: $0Net Assets 2020: $3,692,2732020Assets 2021: $3,051,006Liabilities 2021: $0Net Assets 2021: $3,051,0062021Assets 2022: $2,654,258Liabilities 2022: $0Net Assets 2022: $2,654,2582022Assets 2024: $1,976,235Liabilities 2024: $0Net Assets 2024: $1,976,2352024

Highlighted filing

2011

Assets$1,099,151
Liabilities$0
Net Assets$1,099,151

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $120,9192011Expenses 2012: $69,9092012Revenue 2013: $92,957Expenses 2013: $75,252Net Income 2013: $17,7052013Revenue 2014: $1,520,576Expenses 2014: $82,424Net Income 2014: $1,438,1522014Revenue 2017: $303,108Expenses 2017: $695,437Net Income 2017: -$392,3292017Revenue 2020: $790,122Expenses 2020: $873,808Net Income 2020: -$83,6862020Revenue 2021: $326,260Expenses 2021: $967,527Net Income 2021: -$641,2672021Revenue 2022: $542,355Expenses 2022: $936,838Net Income 2022: -$394,4832022Revenue 2024: $68,515Expenses 2024: $278,188Net Income 2024: -$209,6732024

Highlighted filing

2011

Revenue-
Expenses$120,919
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D BRUBAKERTrustee-$0--
SUZANNE M BRUBAKERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantROCKFORD CEMETARY ASSOCIATIONGENERALPUBLICROCKFORD, IL, US$25,000
Paid GrantJANET WATTLESGENERALPUBLICROCKFORD, IL, US$15,000
Paid GrantROCKFORD CORONADO CONCERT ASSOCARTSPUBLICROCKFORD, IL, US$11,570
Paid GrantFRIENDS OF THE CORANADOGENERALPUBLICROCKFORD, IL, US$11,500
Paid GrantROCKFORD DANCE COMPANYARTISTICPUBLICROCKFORD, IL, US$10,000
Paid GrantCRUSADER HEALTH FOUNDATIONMEDICALPUBLICROCKFORD, IL, US$5,000
Paid GrantUNITED WAY OF ROCK RIVER VALLEYGENERALPUBLICROCKFORD, IL, US$5,000
Paid GrantCHARLOTTE'S WEBGENERALPUBLICROCKFORD, IL, US$3,000
Paid GrantGRANT PARK MUSIC FESTIVALARTISTICPUBLICCHICAGO, IL, US$2,900
Paid GrantROCKFORD RESCUE MISSIONSOCIAL WELFAREPUBLICROCKFORD, IL, US$2,500
Paid GrantYOUNG AT HEARTGENERALPUBLICLOVES PARK, IL, US$2,500
Paid GrantTHE SALVATION ARMYSOCIAL WELFAREPUBLICROCKFORD, IL, US$2,000
Paid GrantCHICAGO SYMPHONY ORCHESTRAARTISTICPUBLICCHICAGO, IL, US$1,500
Paid GrantCHICAGO SHAKESPEARE THEATERARTISTICPUBLICCHICAGO, IL, US$1,000
Paid GrantSALEM LUTHERAN CHURCHGENERALPUBLICROCKFORD, IL, US$1,000
Paid GrantSHAREFESTGENERALPUBLICROCKFORD, IL, US$1,000
Paid GrantTHE ART INSTITUTE OF CHICAGOARTSPUBLICCHICAGO, IL, US$1,000
Paid GrantALZHEIMERS ASSOCIATIONSOCIAL WELFAREPUBLICROCKFORD, IL, US$500
Paid GrantAMERICAN FOUNDATION FOR AIDS RESEARCHMEDICALPUBLICWASHINGTON, DC, US$500
Paid GrantCHILDREN'S INTERNATIONAL NETWORKGENERALPUBLICLAKE WORTH, FL, US$500
Paid GrantJOEFFREY BALLETGENERALPUBLICCHICAGO, IL, US$500
Paid GrantKLEHM ARBORETUMGENERALPUBLICROCKFORD, IL, US$500
Paid GrantLEUKEMIA AND LYMPHOMA SOCIETYGENERALPUBLICCHICAGO, IL, US$500
Paid GrantNATURAL LAND INSTITUTENATURE PRESERVATIONPUBLICROCKFORD, IL, US$500
Paid GrantNORTHERN ILLINOIS HOSPICE ASSNMEDICALPUBLICROCKFORD, IL, US$500
Paid GrantNORTHERN PUBLIC RADIOARTISTICPUBLICDEKALB, IL, US$500
Paid GrantRAMPSOCIAL WELFAREPUBLICROCKFORD, IL, US$500
Paid GrantROCK RIVER DEVELOPMENT PARTNERSGENERALPUBLICROCKFORD, IL, US$500
Paid GrantTHE METROPOLITAN MUSEUM OF ARTARTISTICPUBLICNEW YORK, NY, US$500
Paid GrantYMCA OF ROCK RIVER VALLEYGENERALPUBLICROCKFORD, IL, US$500
Paid GrantAMERICAN CANCER SOCIETYMEDICALPUBLICCHICAGO, IL, US$300
Paid GrantARIZONA PUBLIC MEDIAGENERALPUBLICTUCSON, AZ, US$250
Paid GrantCARPENTER'S PLACESOCIAL WELFAREPUBLICROCKFORD, IL, US$250
Paid GrantCHICAGO CULTURAL CENTER ASSOCARTSPUBLICCHICAGO, IL, US$250
Paid GrantGLUCOMA RESEARCH FOUNDATIONMEDICALPUBLICSAN FRANCISCO, CA, US$250
Paid GrantLOONWATCHEDUCATIONALPUBLICASHLAND, WI, US$250
Paid GrantMUSEUM OF SCIENCE AND INDUSTRYGENERALPUBLICCHICAGO, IL, US$250
Paid GrantROCKFORD ART MUSEUMSOCIAL WELFAREPUBLICROCKFORD, IL, US$250
Paid GrantWFMT FINE ARTS CIRCLEARTISTICPUBLICCHICAGO, IL, US$250
Paid GrantWISCONSIN PUBLIC RADIOGENERALPUBLICMADISON, WI, US$250
Paid GrantWTTW CHANNEL 11GENERALPUBLICCHICAGO, IL, US$250
Paid GrantDICTIONARY FUNDGENERALPUBLICROCKFORD, IL, US$220
Filing and Contact Details

Filer

EIN
36-3768220
Raw XML AppendixShowing 400 of 747 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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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01000
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0333210
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0332133
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0636858
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0EQUITIES
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0765977
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount037296
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01636
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0120919
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IRS990PF/BalanceSheets/AccountsReceivable053111
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-10-19
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CAPITAL GAINS DIVIDENDS
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER FORM: INCLUDE INFORMATION AS TO USE OF MONEY AND STATUS AS A QUALIFIED CHARITABLE ORGANIZATION.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JOHN SUZANNE BRUBAKER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08156394558
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine109 CRAB APPLE LANE
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode061107
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0JOHN D BRUBAKER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution17GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution18GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution19EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution20GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution21NATURE PRESERVATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution22MEDICAL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution36GENERAL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution38GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution39GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution40GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution41GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ALZHEIMERS ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12AMERICAN FOUNDATION FOR AIDS RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13ARIZONA PUBLIC MEDIA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15CHARLOTTE'S WEB
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16CHICAGO CULTURAL CENTER ASSOC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17CHICAGO SHAKESPEARE THEATER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18CHICAGO SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19CHILDREN'S INTERNATIONAL NETWORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110CRUSADER HEALTH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111DICTIONARY FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112FRIENDS OF THE CORANADO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113GLUCOMA RESEARCH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine114GRANT PARK MUSIC FESTIVAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine115JANET WATTLES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine116JOEFFREY BALLET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine117KLEHM ARBORETUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine118LEUKEMIA AND LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine119LOONWATCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine120MUSEUM OF SCIENCE AND INDUSTRY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine121NATURAL LAND INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine122NORTHERN ILLINOIS HOSPICE ASSN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine123NORTHERN PUBLIC RADIO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine124RAMP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine125ROCK RIVER DEVELOPMENT PARTNERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine126ROCKFORD ART MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine127ROCKFORD CEMETARY ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine128ROCKFORD CORONADO CONCERT ASSOC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine129ROCKFORD DANCE COMPANY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine130ROCKFORD RESCUE MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine131SALEM LUTHERAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine132SHAREFEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine133THE ART INSTITUTE OF CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine134THE METROPOLITAN MUSEUM OF ART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine135THE SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine136UNITED WAY OF ROCK RIVER VALLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine137WFMT FINE ARTS CIRCLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine138WISCONSIN PUBLIC RADIO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine139WTTW CHANNEL 11
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine140YMCA OF ROCK RIVER VALLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine141YOUNG AT HEART
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC
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