Civic Intelligence

The Bruning Foundation

990PF • Fiscal year 2017 • EIN 36-6068626

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 31, 2018

21 N Ridge RoadLake Forest, IL 60045

(847) 736-7451

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

47th percentile

3.5%

Faster asset growth than 47% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

245%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$17,466,276

Up $585,168 (+3.5%) from 2016

Net Assets

Up

$17,466,276

Up $585,168 (+3.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,714,947

Up $1,218,391 (+245%) from 2016

Expenses

Down

$1,129,779

Down $8,018 (-0.7%) from 2016

Net Income

Up

$585,168

Up $1,226,409 (+191%) from 2016

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2016: $16,881,108Liabilities 2016: $0Net Assets 2016: $16,881,1082016Assets 2017: $17,466,276Liabilities 2017: $0Net Assets 2017: $17,466,2762017Assets 2018: $16,716,821Liabilities 2018: $0Net Assets 2018: $16,716,8212018Assets 2019: $16,447,716Liabilities 2019: $0Net Assets 2019: $16,447,7162019Assets 2020: $18,905,982Liabilities 2020: $0Net Assets 2020: $18,905,9822020Assets 2021: $18,973,372Liabilities 2021: $0Net Assets 2021: $18,973,3722021Assets 2022: $18,652,442Liabilities 2022: $910,000Net Assets 2022: $17,742,4422022Assets 2023: $18,563,872Liabilities 2023: $1,310,142Net Assets 2023: $17,253,7302023Assets 2024: $18,469,427Liabilities 2024: $1,310,152Net Assets 2024: $17,159,2752024

Highlighted filing

2017

Assets$17,466,276
Liabilities$0
Net Assets$17,466,276

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2016: $496,556Expenses 2016: $1,137,797Net Income 2016: -$641,2412016Revenue 2017: $1,714,947Expenses 2017: $1,129,779Net Income 2017: $585,1682017Revenue 2018: $521,488Expenses 2018: $1,270,943Net Income 2018: -$749,4552018Revenue 2019: $954,615Expenses 2019: $1,223,720Net Income 2019: -$269,1052019Revenue 2020: $3,622,720Expenses 2020: $1,164,454Net Income 2020: $2,458,2662020Revenue 2021: $1,131,962Expenses 2021: $1,064,572Net Income 2021: $67,3902021Revenue 2022: -$156,702Expenses 2022: $1,074,228Net Income 2022: -$1,230,9302022Revenue 2023: $676,859Expenses 2023: $1,165,571Net Income 2023: -$488,7122023Revenue 2024: $1,036,669Expenses 2024: $1,131,124Net Income 2024: -$94,4552024

Highlighted filing

2017

Revenue$1,714,947
Expenses$1,129,779
Net Income$585,168
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 31, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES BRUNING IIIPresident/Di-$0--
SUSAN B WULFFV.P./Directo-$0--
CHRISTIAN B SILGETreasurer/Di-$0--
JEANNE B JOSEPHDirector-$0--
KIMBERLY B DONAHUEDirector-$0--
TRACY S BRUNINGDirector-$0--
EDWIN C BRUNINGDirector-$0--
KATHLEEN J BRUNINGSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Bruning Foundation
EIN
36-6068626
Phone
8477367451
Address
21 N RIDGE ROAD, LAKE FOREST, IL 60045

Signing Officer

Name
Charles Bruning Iii
Title
President/director
Phone
8477367451
Signed
2018-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Bertrand P Mcandrew & Associates Inc
Address
120 HARRISON STREET, BARRINGTON, IL 60010-3007
Preparer
Bertrand P Mcandrew
Phone
8478421040
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NAT'L FINL SERVICES (7777)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NAT'L FINL SERVICES (5967)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NAT'L FINL SERVICES (8373)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NAT'L FINL SERVICES (7768)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5NAT'L FINL SERVICES (8373)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6NAT'L FINL SERVICES (7768)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7NAT'L FINL SERVICES (9885)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8NAT'L FINL SERVICES (7770)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9NAT'L FINL SERVICES (1590)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10NAT'L FINL SERVICES (7770)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11NAT'L FINL SERVICES (1590)
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13NAT'L FINL SERVICES (5149)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14NAT'L FINL SERVICES (7771)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SECURITIES LITIGATION SETTLEMENT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17NAT'L FINL SERVICES (7772)
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19NAT'L FINL SERVICES (7773)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20NAT'L FINL SERVICES (7775)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21NAT'L FINL SERVICES (7775)
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01229025
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0224021
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0585168
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017466276
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016881108
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017466276
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0951180
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0951180
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt029528
IRS990PF/DistributableAmountGrp/TotalTaxAmt029528
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011447
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt025000
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt029528
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt029528
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IRS990PF/FMVAssetsEOYAmt020300099
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03016794
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012859213
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012696627
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0506796
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0506796
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017466276
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020300099
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017466276
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IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0606024
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01233801
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01225846
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11429 RAVENOAKS TRAIL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6DALLAS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260045
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0942813
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0957577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0932890
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0855500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0820400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0809900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt014764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt019614159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt018100314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt018773788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt019281601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt018116086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt016668346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0905749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240339
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0905749
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0905749
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0905749
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false

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