Civic Intelligence

69 David Brearley Inc.

990EZ • Fiscal year 2021 • EIN 36-4911182

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

33 Mercer StreetPrinceton, NJ 08540

(609) 921-2328

Siviq Scores

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

Liabilities / Assets

71st percentile

0.54x

Higher debt load relative to assets than 71% of similar nonprofits.

2021 filings • NTEE L • <$500k nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

8.52x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • NTEE L • <$500k nonprofits • Source year 2021

Net Margin

9th percentile

-112%

Higher net margin than 9% of similar nonprofits.

2021 filings • NTEE L • <$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2021 filings • NTEE L20 • <$500k nonprofits • Source year 2021

Asset Growth

41st percentile

-2.4%

Faster asset growth than 41% of similar nonprofits.

2021 filings • NTEE L • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

87th percentile

86%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • NTEE L • <$500k nonprofits • Annualized from 2019 to 2021

Assets

Down

$322,664

Down $15,841 (-4.7%) from 2019

Net Assets

Up

$148,784

Up $163,481 (+1112%) from 2019

Liabilities

Down

$173,880

Down $179,322 (-51%) from 2019

Revenue

Up

$20,411

Up $14,486 (+244%) from 2019

Expenses

Up

$43,291

Up $22,669 (+110%) from 2019

Net Income

Down

-$22,880

Down $8,183 (-56%) from 2019

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

2021

Assets$322,664
Liabilities$173,880
Net Assets$148,784

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

2021

Revenue$20,411
Expenses$43,291
Net Income-$22,880
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.2
Gross Receipts
$20,411
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$35,121
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
6099212328
Address
33 MERCER STREET, PRINCETON, NJ 08540

Signing Officer

Name
Carol Golden
Title
Chairman
Phone
6099212328
Signed
2022-05-12
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 16 - Other Expenses

Description: mortgage interest. Amount: 10,222. Description: depreciation. Amount: 5,423. Description: home owner association fees. Amount: 3,103. Description: supplies and maintenance. Amount: 32. Description: miscellaneous. Amount: 377. Description: nj registration fees. Amount: 106. Total to form 990-ez, line 16: 19,263.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: 211,205.

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

Description: escrow balance. Beg. Of year amount: 1,711. End of year amount: 463.

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

Description: mortgage/long term debt. Beg. Of year amount: 183,200. End of year amount: 173,880. Description: loan payable to related nonprofit organization. Beg. Of year amount: 211,206. End of year amount: 0.

Raw XML Appendix156 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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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANN ZULTNER CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum06099212328
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt033 MERCER STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PRINCETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008540
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt0319335
IRS990EZ/LandAndBuildingsGrp/EOYAmt0313911
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-39541
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148784
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-39541
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148784
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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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
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01711
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0463
IRS990EZ/OtherChangesInNetAssetsAmt0211205
IRS990EZ/OtherExpensesTotalAmt019263
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/ProgramServiceRevenueAmt05087
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/ProgramServiceExpensesAmt035121
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0173880
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt035121
IRS990EZ/TotalRevenueAmt020411
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
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IRS990ScheduleA/TotalSupportAmt0226760
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MORTGAGE INTEREST. AMOUNT: 10,222. DESCRIPTION: DEPRECIATION. AMOUNT: 5,423. DESCRIPTION: HOME OWNER ASSOCIATION FEES. AMOUNT: 3,103. DESCRIPTION: SUPPLIES AND MAINTENANCE. AMOUNT: 32. DESCRIPTION: MISCELLANEOUS. AMOUNT: 377. DESCRIPTION: NJ REGISTRATION FEES. AMOUNT: 106. TOTAL TO FORM 990-EZ, LINE 16: 19,263.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 211,205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ESCROW BALANCE. BEG. OF YEAR AMOUNT: 1,711. END OF YEAR AMOUNT: 463.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MORTGAGE/LONG TERM DEBT. BEG. OF YEAR AMOUNT: 183,200. END OF YEAR AMOUNT: 173,880. DESCRIPTION: LOAN PAYABLE TO RELATED NONPROFIT ORGANIZATION. BEG. OF YEAR AMOUNT: 211,206. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL GOLDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06099212328
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt069 DAVID BREARLEY INC
ReturnHeader/Filer/BusinessNameControlTxt069DA
ReturnHeader/Filer/EIN0364911182
ReturnHeader/Filer/PhoneNum06099212328
ReturnHeader/Filer/USAddress/AddressLine1Txt033 MERCER STREET
ReturnHeader/Filer/USAddress/CityNm0PRINCETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008540
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/ReturnTs02022-05-12T10:17:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOLDEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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