Bernard R Brennan Charitable Trust

990PF • Fiscal year 2013 • EIN 36-7494242

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization Profile

1812 N Dewey StreetSuite46706

(260) 927-1890

Siviq Scores

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

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

-24%

Higher net margin than 16% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

$500

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

-1.4%

Faster asset growth than 34% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

No value available

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

Source year 2013

Balance Sheet

Liabilities / Assets27th percentile

Assets

Down

$1,581,162

Down $21,716 (-1.4%) from 2012

Net Assets

Down

$1,581,162

Down $21,716 (-1.4%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin16th percentile

Revenue

$84,138

No earlier filing loaded for comparison.

Expenses

$104,631

Up $3,511 (+3.5%) from 2012

Net Income

-$20,493

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

Highlighted filing

2013

Assets$1,581,162

Liabilities$0

Net Assets$1,581,162

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue$84,138

Expenses$104,631

Net Income-$20,493

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 15, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay47th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID BRENNAN	Trustee	-	$500	-	$500
DARLAH BRENNAN	Trustee	-	$500	-	$500

Filing and Contact Details

Filer

EIN: 36-7494242
In Care Of: % DAVID E BRENNAN
Phone: 2609271890

Signing Officer

Name: David E Brennan
Title: Trustee
Phone: 2069271890
Signed: 2014-05-15
Discuss with paid preparer: Yes

Preparer

Preparer: Joyce A Dulworth
Phone: 2604604000

Raw XML Appendix294 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	95285
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	98503
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	3218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	9778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	44785
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	3218
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	51345
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	9778
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	41567
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	95285
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	51345
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	54563
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amount	0	1223
OtherDecreasesSchedule/OtherDecreasesDetail/Description	0	CASH ADJ
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1228
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	6925
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	FIDELITY INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	6925
TaxesSchedule/TaxesDetail/Amt	0	406
TaxesSchedule/TaxesDetail/Amt	1	1515
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	406
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID E BRENNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2069271890
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	BERNARD R BRENNAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	BERN
ReturnHeader/Filer/EIN	0	367494242
ReturnHeader/Filer/InCareOfNm	0	% DAVID E BRENNAN
ReturnHeader/Filer/PhoneNum	0	2609271890
ReturnHeader/Filer/USAddress/AddressLine1	0	1812 N DEWEY STREET
ReturnHeader/Filer/USAddress/AddressLine2	0	Suite
ReturnHeader/Filer/USAddress/City	0	AUBURN
ReturnHeader/Filer/USAddress/State	0	IN
ReturnHeader/Filer/USAddress/ZIPCode	0	46706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	200 E Main St Suite 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	46802
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2604604000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Joyce A Dulworth
ReturnHeader/ReturnTs	0	2014-05-08T14:07:39-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,581,162
Liabilities: $0
Net assets: $1,581,162
Revenue: $84,138
Expenses: $104,631
Net income: -$20,493

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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