Civic Intelligence

Bernard R Brennan Charitable Trust

990PF • Fiscal year 2019 • EIN 36-7494242

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

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.

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

14th percentile

-34%

Higher net margin than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$500

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.0%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

1.8%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,374,682

Down $28,695 (-2.0%) from 2018

Net Assets

Down

$1,374,682

Down $28,695 (-2.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Up

$86,210

Up $1,522 (+1.8%) from 2018

Expenses

Down

$115,213

Down $744 (-0.6%) from 2018

Net Income

Up

-$29,003

Up $2,266 (+7.2%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2019

Assets$1,374,682
Liabilities$0
Net Assets$1,374,682
Open 2019 Filing

Operations Trend

Revenue Growth46th 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

2019

Revenue$86,210
Expenses$115,213
Net Income-$29,003
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd 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, AUBURN, IN 46706

Signing Officer

Name
David E Brennan
Title
Trustee
Phone
2609271890
Signed
2020-05-15
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
Raw XML Appendix315 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/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0104693
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0104693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01097
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0336
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07645
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01181
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01097
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0336
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105874
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01181
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06464
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07311
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDELITY INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07311
TaxesSchedule/TaxesDetail/Amt0648
TaxesSchedule/TaxesDetail/Amt1880
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0648
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID E BRENNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02609271890
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
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/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046706
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C9F2138D12F7D343057C8214CDBDB0735A7DCED9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB0C8C0D03FDE59AEF14F10A75D63898983E10FA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId035027420201045000005
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-04-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
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/PhoneNum02604604000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lauren R Denton
ReturnHeader/ReturnTs02020-04-13T13:17:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,374,682
Liabilities
$0
Net assets
$1,374,682
Revenue
$86,210
Expenses
$115,213
Net income
-$29,003
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