Bernard R Brennan Charitable Trust

990PF • Fiscal year 2016 • EIN 36-7494242

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile

1812 N Dewey StreetAuburn, IN 46706

(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.

2016 filings • $1M-$5M nonprofits • Source year 2016

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

-73%

Higher net margin than 9% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

$500

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

-3.2%

Faster asset growth than 29% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

-15%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$1,479,751

Down $49,342 (-3.2%) from 2015

Net Assets

Down

$1,479,751

Down $49,342 (-3.2%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin9th percentile

Revenue

Down

$65,899

Down $11,506 (-15%) from 2015

Expenses

Down

$113,961

Down $681 (-0.6%) from 2015

Net Income

Down

-$48,062

Down $10,825 (-29%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

Highlighted filing

2016

Assets$1,479,751

Liabilities$0

Net Assets$1,479,751

Open 2016 Filing

Operations Trend

Revenue Growth23rd percentile

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

Highlighted filing

2016

Revenue$65,899

Expenses$113,961

Net Income-$48,062

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: May 15, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay42nd 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

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

Signing Officer

Name: David E Brennan
Title: Trustee
Phone: 2609271890
Signed: 2017-05-15
Discuss with paid preparer: Yes

Preparer

Firm: Bkd Llp
Address: 200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer: Lauren R Denton
Phone: 2604604000

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1812 N DEWEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1812 N DEWEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	AUBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	AUBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	46706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	46706
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	103142
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
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	100761
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	100761
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	339
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	5370
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	5031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	339
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	105792
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	5031
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	5370
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	339
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1280
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	CASH ADJ
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1600
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	405
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	7177
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	FIDELITY INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	7177
TaxesSchedule/TaxesDetail/Amt	0	492
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	492
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID E BRENNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2609271890
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	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/AddressLine1Txt	0	1812 N DEWEY STREET
ReturnHeader/Filer/USAddress/CityNm	0	AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IN
ReturnHeader/Filer/USAddress/ZIPCd	0	46706
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	34D21B9E2600067E2DE94413EFEE0AFAF4BAB308
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	74C173EFFB46CCA8E3F1CF7B9138153312D770D5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	35027420171355000015
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2017-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	64.22.227.161
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	200 E Main St Suite 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	46802
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2604604000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Lauren R Denton
ReturnHeader/ReturnTs	0	2017-05-15T13:50:02-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,479,751
Liabilities: $0
Net assets: $1,479,751
Revenue: $65,899
Expenses: $113,961
Net income: -$48,062

	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
2016Detailed filing. Detailed filing data is available for this year.	$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