Civic Intelligence

69 David Brearley Inc.

990EZ • Fiscal year 2024 • EIN 36-4911182

Jul 01, 2023 to Jun 30, 2024 • Filed on May 05, 2025

Organization ProfileN/A
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

72nd percentile

0.45x

Higher debt load relative to assets than 72% of similar nonprofits.

2024 filings • NTEE L20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

3.86x

Higher debt load relative to revenue than 86% of similar nonprofits.

2024 filings • NTEE L20 • <$500k nonprofits • Source year 2024

Net Margin

50th percentile

10.0%

Higher net margin than 50% of similar nonprofits.

2024 filings • NTEE L20 • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2024 filings • NTEE L20 • <$500k nonprofits • Source year 2024

Asset Growth

42nd percentile

-2.3%

Faster asset growth than 42% of similar nonprofits.

2024 filings • NTEE L20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

2024 filings • NTEE L • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$316,369

Down $7,382 (-2.3%) from 2023

Net Assets

Up

$173,935

Up $3,686 (+2.2%) from 2023

Liabilities

Down

$142,434

Down $11,068 (-7.2%) from 2023

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin50th percentile

Revenue

Down

$36,904

Down $10,434 (-22%) from 2023

Expenses

Down

$33,218

Down $2,428 (-6.8%) from 2023

Net Income

Down

$3,686

Down $8,006 (-68%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2024

Assets$316,369
Liabilities$142,434
Net Assets$173,935
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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

2024

Revenue$36,904
Expenses$33,218
Net Income$3,686
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 5, 2025
Return Version
2023v6.0
Gross Receipts
$36,904
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$30,193
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA MEURERTrustee-$0--
LOUIS ESTRADATrustee-$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
2025-05-05
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: 8,507. Description: depreciation. Amount: 5,720. Description: home owner association fees. Amount: 3,164. Description: supplies. Amount: 246. Total to form 990-ez, line 16: 17,637.”

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

“Description: escrow balance. Beg. Of year amount: 463. End of year amount: 463.”

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

“Description: mortgage/long term debt. Beg. Of year amount: 153,502. End of year amount: 142,434.”

Raw XML Appendix149 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/BOYAmt012515
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010853
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt027220
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03686
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03025
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0323751
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0316369
IRS990EZ/GrossReceiptsAmt036904
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0310773
IRS990EZ/LandAndBuildingsGrp/EOYAmt0305053
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0170249
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0173935
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0170249
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0173935
IRS990EZ/OccupancyRentUtltsAndMaintAmt012556
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REBECCA MEURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOUIS ESTRADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROL GOLDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0463
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0463
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017637
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/ProgramServiceRevenueAmt09684
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/ProgramServiceExpensesAmt030193
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0153502
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0142434
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033218
IRS990EZ/TotalProgramServiceExpensesAmt030193
IRS990EZ/TotalRevenueAmt036904
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt037618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt035027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0165234
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt039599
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0165234
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027220
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt037618
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt035027
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050045
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0165234
IRS990ScheduleA/TotalSupportAmt0165234
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: 8,507. DESCRIPTION: DEPRECIATION. AMOUNT: 5,720. DESCRIPTION: HOME OWNER ASSOCIATION FEES. AMOUNT: 3,164. DESCRIPTION: SUPPLIES. AMOUNT: 246. TOTAL TO FORM 990-EZ, LINE 16: 17,637.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ESCROW BALANCE. BEG. OF YEAR AMOUNT: 463. END OF YEAR AMOUNT: 463.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MORTGAGE/LONG TERM DEBT. BEG. OF YEAR AMOUNT: 153,502. END OF YEAR AMOUNT: 142,434.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL GOLDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06094974535
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
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
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02025-05-05T08:29:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$316,369
Liabilities
$142,434
Net assets
$173,935
Revenue
$36,904
Expenses
$33,218
Net income
$3,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$1.31$1.80$0.37$0.31$0.06
2024Detailed filing. Detailed filing data is available for this year.$3.16$1.42$1.74$0.37$0.33$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$1.54$1.70$0.47$0.36$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$1.64$1.59$0.44$0.34$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.23$1.74$1.49$0.20$0.43$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$3.53$0.15$0.06$0.21$0.15