Civic Intelligence

Bernard R Brennan Charitable Trust

990PF • Fiscal year 2012 • EIN 36-7494242

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization Profile
1812 N Dewey StreetSuite46706
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

69th percentile

$500

Higher top officer pay than 69% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

36th percentile

-1.9%

Faster asset growth than 36% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,602,878

Down $31,405 (-1.9%) from 2011

Net Assets

Down

$1,602,878

Down $31,405 (-1.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$101,120

Up $1,916 (+1.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,676,628Liabilities 2010: $0Net Assets 2010: $1,676,6282010Assets 2011: $1,634,283Liabilities 2011: $0Net Assets 2011: $1,634,2832011Assets 2012: $1,602,878Liabilities 2012: $0Net Assets 2012: $1,602,8782012Assets 2013: $1,581,162Liabilities 2013: $0Net Assets 2013: $1,581,1622013Assets 2014: $1,568,157Liabilities 2014: $0Net Assets 2014: $1,568,1572014Assets 2015: $1,529,093Liabilities 2015: $0Net Assets 2015: $1,529,0932015Assets 2016: $1,479,751Liabilities 2016: $0Net Assets 2016: $1,479,7512016Assets 2017: $1,435,421Liabilities 2017: $0Net Assets 2017: $1,435,4212017Assets 2018: $1,403,377Liabilities 2018: $0Net Assets 2018: $1,403,3772018Assets 2019: $1,374,682Liabilities 2019: $0Net Assets 2019: $1,374,6822019Assets 2020: $1,335,507Liabilities 2020: $0Net Assets 2020: $1,335,5072020Assets 2021: $1,351,003Liabilities 2021: $0Net Assets 2021: $1,351,0032021Assets 2022: $1,325,426Liabilities 2022: $0Net Assets 2022: $1,325,4262022Assets 2023: $1,335,409Liabilities 2023: $0Net Assets 2023: $1,335,4092023Assets 2024: $1,378,148Liabilities 2024: $0Net Assets 2024: $1,378,1482024

Highlighted filing

2012

Assets$1,602,878
Liabilities$0
Net Assets$1,602,878
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $107,3132010Expenses 2011: $99,2042011Expenses 2012: $101,1202012Revenue 2013: $84,138Expenses 2013: $104,631Net Income 2013: -$20,4932013Revenue 2014: $97,068Expenses 2014: $108,938Net Income 2014: -$11,8702014Revenue 2015: $77,405Expenses 2015: $114,642Net Income 2015: -$37,2372015Revenue 2016: $65,899Expenses 2016: $113,961Net Income 2016: -$48,0622016Revenue 2017: $70,165Expenses 2017: $114,311Net Income 2017: -$44,1462017Revenue 2018: $84,688Expenses 2018: $115,957Net Income 2018: -$31,2692018Revenue 2019: $86,210Expenses 2019: $115,213Net Income 2019: -$29,0032019Revenue 2020: $79,028Expenses 2020: $117,449Net Income 2020: -$38,4212020Revenue 2021: $137,217Expenses 2021: $119,999Net Income 2021: $17,2182021Revenue 2022: $105,731Expenses 2022: $129,621Net Income 2022: -$23,8902022Revenue 2023: $136,217Expenses 2023: $124,644Net Income 2023: $11,5732023Revenue 2024: $84,095Expenses 2024: $125,076Net Income 2024: -$40,9812024

Highlighted filing

2012

Revenue-
Expenses$101,120
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID BRENNANTrustee-$500-$500
DARLAH BRENNANTrustee-$500-$500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST JOSEPH CATHOLIC SCHOOLGENERALPUBLICAUBURN, IN, US$67,487
Paid GrantST JOSEPH CATHOLIC CHURCHGENERALPUBLICAUBURN, IN, US$22,496
Filing and Contact Details

Filer

EIN
36-7494242
Raw XML Appendix323 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.

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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear092393
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted092470
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear209778
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3044862
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus077
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY077
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear054563
IRS990PF/UndistributedIncome/ExcessFromYear209778
IRS990PF/UndistributedIncome/ExcessFromYear3044785
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions092393
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus054563
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover054640
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount0783
OtherDecreasesSchedule/OtherDecreases/Description0CASH ADJ
OtherIncomeSchedule2/OtherIncome/Description0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks01101
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount06789
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0FIDELITY INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome06789
TaxesSchedule/Taxes/Amount0371
TaxesSchedule/Taxes/Amount11067
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category1FEDERAL TAX PAYMENTS
TaxesSchedule/Taxes/NetInvestmentIncome0371
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0367494242
ReturnHeader/Filer/InCareOfName0% DAVID E BRENNAN
ReturnHeader/Filer/Name/BusinessNameLine10BERNARD R BRENNAN CHARITABLE TRUST
ReturnHeader/Filer/NameControl0BERN
ReturnHeader/Filer/Phone02609271890
ReturnHeader/Filer/USAddress/AddressLine101812 N DEWEY STREET
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0AUBURN
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046706
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0DAVID E BRENNAN
ReturnHeader/Officer/Phone02609271890
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BKD LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10200 E Main St Suite 700
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Fort Wayne
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode046802
ReturnHeader/Preparer/Name0Joyce A Dulworth
ReturnHeader/Preparer/Phone02604604000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-30T14:36:54-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,602,878
Liabilities
$0
Net assets
$1,602,878
Revenue
-
Expenses
$101,120
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.08$0.13$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.14$0.12$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.11$0.13$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.14$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08$0.12$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09$0.12$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.08$0.12$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.07$0.11$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.07$0.11$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08$0.11$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.10$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.08$0.10$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.10
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11