Civic Intelligence

Bernard R Brennan Charitable Trust

990PF • Fiscal year 2014 • EIN 36-7494242

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
1812 N Dewey StreetSuiteAuburn, IN 46706

(260) 927-1890

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$500

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

37th percentile

-0.8%

Faster asset growth than 37% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,568,157

Down $13,005 (-0.8%) from 2013

Net Assets

Down

$1,568,157

Down $13,005 (-0.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin21st percentile

Revenue

Up

$97,068

Up $12,930 (+15%) from 2013

Expenses

Up

$108,938

Up $4,307 (+4.1%) from 2013

Net Income

Up

-$11,870

Up $8,623 (+42%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2014

Assets$1,568,157
Liabilities$0
Net Assets$1,568,157
Open 2014 Filing

Operations Trend

Revenue Growth69th percentile

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

2014

Revenue$97,068
Expenses$108,938
Net Income-$11,870
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID BRENNANTrustee-$500-$500
DARLAH BRENNANTrustee-$500-$500
Filing and Contact Details

Filer

Filer Name
Bernard R Brennan Charitable Trust
EIN
36-7494242
In Care Of
% DAVID E BRENNAN
Phone
2609271890
Address
1812 N DEWEY STREET, Suite, AUBURN, IN 46706

Signing Officer

Name
David E Brennan
Title
Trustee
Phone
2069271890
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer
Joyce A Dulworth
Phone
2069271890
Raw XML Appendix300 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01812 N DEWEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11812 N DEWEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AUBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146706
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt096185
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt098755
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0103796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt041567
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036526
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09778
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09778
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt098755
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt046304
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051345
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01135
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CASH ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01558
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07437
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDELITY INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07437
TaxesSchedule/TaxesDetail/Amt0462
TaxesSchedule/TaxesDetail/Amt11782
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0462
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID E BRENNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02069271890
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD R BRENNAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0367494242
ReturnHeader/Filer/InCareOfNm0% DAVID E BRENNAN
ReturnHeader/Filer/PhoneNum02609271890
ReturnHeader/Filer/USAddress/AddressLine1Txt01812 N DEWEY STREET
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E Main St Suite 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046802
ReturnHeader/PreparerPersonGrp/PhoneNum02069271890
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joyce A Dulworth
ReturnHeader/ReturnTs02015-05-08T12:03:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,568,157
Liabilities
$0
Net assets
$1,568,157
Revenue
$97,068
Expenses
$108,938
Net income
-$11,870
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