Civic Intelligence

69 David Brearley Inc.

990EZ • Fiscal year 2019 • EIN 36-4911182

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 01, 2020

33 Mercer StreetPrinceton, NJ 08540

(609) 497-4535

Siviq Scores

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

Liabilities / Assets

82nd percentile

1.04x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • NTEE L • <$500k nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

59.61x

Higher debt load relative to revenue than 98% of similar nonprofits.

2019 filings • NTEE L • <$500k nonprofits • Source year 2019

Net Margin

5th percentile

-248%

Higher net margin than 5% of similar nonprofits.

2019 filings • NTEE L • <$500k nonprofits • Source year 2019

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2019 filings • NTEE L • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Assets

$338,505

No earlier filing loaded for comparison.

Net Assets

-$14,697

No earlier filing loaded for comparison.

Liabilities

$353,202

No earlier filing loaded for comparison.

Revenue

$5,925

No earlier filing loaded for comparison.

Expenses

$20,622

No earlier filing loaded for comparison.

Net Income

-$14,697

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.

$400K$300K$200K$100K$0-$100KAssets 2019: $338,505Liabilities 2019: $353,202Net Assets 2019: -$14,6972019Assets 2021: $322,664Liabilities 2021: $173,880Net Assets 2021: $148,7842021Assets 2022: $322,538Liabilities 2022: $163,981Net Assets 2022: $158,5572022Assets 2023: $323,751Liabilities 2023: $153,502Net Assets 2023: $170,2492023Assets 2024: $316,369Liabilities 2024: $142,434Net Assets 2024: $173,9352024Assets 2025: $310,898Liabilities 2025: $130,696Net Assets 2025: $180,2022025

Highlighted filing

2019

Assets$338,505
Liabilities$353,202
Net Assets-$14,697

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2019: $5,925Expenses 2019: $20,622Net Income 2019: -$14,6972019Revenue 2021: $20,411Expenses 2021: $43,291Net Income 2021: -$22,8802021Revenue 2022: $43,940Expenses 2022: $34,167Net Income 2022: $9,7732022Revenue 2023: $47,338Expenses 2023: $35,646Net Income 2023: $11,6922023Revenue 2024: $36,904Expenses 2024: $33,218Net Income 2024: $3,6862024Revenue 2025: $37,103Expenses 2025: $30,836Net Income 2025: $6,2672025

Highlighted filing

2019

Revenue$5,925
Expenses$20,622
Net Income-$14,697
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 1, 2020
Return Version
2018v3.2
Gross Receipts
$5,925
Mission and Program Overview

Mission

To acquire, hold, maintain, sell, exchange, and otherwise deal with real property for the purpose of providing affordable housing options to transition into permanent housing and sustained self-sufficiency to low income working families and individuals who are homeless or facing imminent homelessness in and around princeton, new jersey.

Program Services

DescriptionGrantsExpenses
PROVIDED A TEMPORARY AFFORDABLE HOUSING OPTION TO TRANSITION INTO PERMANENT HOUSING AND SUSTAINED SELF-SUFFICIENCY TO A LOW INCOME WORKING FAMILIY AND/OR INDIVIDUALS WHO ARE HOMELESS OR FACING IMMINENT HOMELESSNESS.$0$20,622
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH AGNEWTrustee-$0--
JEFFREY OAKMANTrustee-$0--
CAROL GOLDENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
69 David Brearley Inc
EIN
36-4911182
Phone
6094974535
Address
33 MERCER STREET, PRINCETON, NJ 08540

Signing Officer

Name
Carol Golden
Title
Chairman
Phone
6094974535
Signed
2020-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Klatzkin & Company Llp
Address
1670 WHITEHORSE HAM SQ RD, HAMILTON, NJ 08690-3513
Preparer
Thomas Martin
Phone
6098909189
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous other. Amount: 230.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: mortgage interest. Amount: 8,615. Description: depreciation. Amount: 2,539. Description: real estate taxes. Amount: 3,699. Description: home owner association fees. Amount: 1,556. Description: moving expenses. Amount: 150. Description: supplies and maintenance. Amount: 668. Total to form 990-ez, line 16: 17,227.

Form 990-ez, Part II, Line 24 - Other Assets

Description: escrow balance. Beg. Of year amount: 0. End of year amount: 1,711.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: mortgage/long term debt. Beg. Of year amount: 0. End of year amount: 192,041. Description: loan payable to related nonprofit organization. Beg. Of year amount: 0. End of year amount: 161,161.

Raw XML Appendix145 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANN ZULTNER CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum06094974535
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt033 MERCER STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PRINCETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017378
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-14697
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0338505
IRS990EZ/GrossReceiptsAmt05925
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt0319416
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-14697
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-14697
IRS990EZ/OccupancyRentUtltsAndMaintAmt03395
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBORAH AGNEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFFREY OAKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROL GOLDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01711
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017227
IRS990EZ/OtherRevenueTotalAmt0230
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ACQUIRE, HOLD, MAINTAIN, SELL, EXCHANGE, AND OTHERWISE DEAL WITH REAL PROPERTY FOR THE PURPOSE OF PROVIDING AFFORDABLE HOUSING OPTIONS TO TRANSITION INTO PERMANENT HOUSING AND SUSTAINED SELF-SUFFICIENCY TO LOW INCOME WORKING FAMILIES AND INDIVIDUALS WHO ARE HOMELESS OR FACING IMMINENT HOMELESSNESS IN AND AROUND PRINCETON, NEW JERSEY.
IRS990EZ/ProgramServiceRevenueAmt05695
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED A TEMPORARY AFFORDABLE HOUSING OPTION TO TRANSITION INTO PERMANENT HOUSING AND SUSTAINED SELF-SUFFICIENCY TO A LOW INCOME WORKING FAMILIY AND/OR INDIVIDUALS WHO ARE HOMELESS OR FACING IMMINENT HOMELESSNESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020622
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt020622
IRS990EZ/TotalRevenueAmt05925
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS OTHER - 2018 AMOUNT: $ 230.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION WAS INCORPORATED IN SEPTEMBER 2018. THE ORGANIZATION HAS A FISCAL YEAR END OF JUNE 30. THE FIRST YEAR OF EXISTANCE IS A SHORT YEAR OF 10 MONTHS AND IS PRESENTED IN THE 2018 COLUMN OF THE SCHEDULE A.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART II
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05695
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0230
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0230
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/TotalSupportAmt0230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS OTHER. AMOUNT: 230.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MORTGAGE INTEREST. AMOUNT: 8,615. DESCRIPTION: DEPRECIATION. AMOUNT: 2,539. DESCRIPTION: REAL ESTATE TAXES. AMOUNT: 3,699. DESCRIPTION: HOME OWNER ASSOCIATION FEES. AMOUNT: 1,556. DESCRIPTION: MOVING EXPENSES. AMOUNT: 150. DESCRIPTION: SUPPLIES AND MAINTENANCE. AMOUNT: 668. TOTAL TO FORM 990-EZ, LINE 16: 17,227.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ESCROW BALANCE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,711.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MORTGAGE/LONG TERM DEBT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 192,041. DESCRIPTION: LOAN PAYABLE TO RELATED NONPROFIT ORGANIZATION. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 161,161.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL GOLDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06094974535
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt069 DAVID BREARLEY INC
ReturnHeader/Filer/BusinessNameControlTxt069DA
ReturnHeader/Filer/EIN0364911182
ReturnHeader/Filer/PhoneNum06094974535
ReturnHeader/Filer/USAddress/AddressLine1Txt033 MERCER STREET
ReturnHeader/Filer/USAddress/CityNm0PRINCETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008540
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04803483B647242282356DF2137FD769BF2831C53
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02277382020244032fe01
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.99.151.218
ReturnHeader/FilingSecurityInformation/IPDt02020-09-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:34:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0210650289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KLATZKIN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01670 WHITEHORSE HAM SQ RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0086903513
ReturnHeader/PreparerPersonGrp/PhoneNum06098909189
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS MARTIN
ReturnHeader/ReturnTs02020-09-01T12:34:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings