Civic Intelligence

Broomtree Foundation

990PF • Fiscal year 2016 • EIN 46-1592255

Dec 01, 2015 to Nov 30, 2016 • Filed on Mar 10, 2016

Organization Profile
16602 Flying Jib RoadCornelius, NC 28031

(248) 567-7400

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.00x

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Net Margin

90th percentile

92%

Higher net margin than 90% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Asset Growth

88th percentile

38%

Faster asset growth than 88% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

-5.7%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$3,580,259

Up $985,955 (+38%) from 2015

Net Assets

Up

$3,580,259

Up $985,955 (+38%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin90th percentile

Revenue

Down

$1,073,704

Down $64,866 (-5.7%) from 2015

Expenses

Down

$87,137

Down $33,229 (-28%) from 2015

Net Income

Down

$986,567

Down $31,637 (-3.1%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $1,577,150Liabilities 2014: $1Net Assets 2014: $1,577,1502014Assets 2015: $2,594,304Liabilities 2015: $1Net Assets 2015: $2,594,3042015Assets 2016: $3,580,259Liabilities 2016: $0Net Assets 2016: $3,580,2592016Assets 2017: $3,445,513Liabilities 2017: $0Net Assets 2017: $3,445,5132017Assets 2018: $3,737,606Liabilities 2018: $0Net Assets 2018: $3,737,6062018Assets 2019: $3,853,512Liabilities 2019: $1Net Assets 2019: $3,853,5122019Assets 2020: $4,149,906Liabilities 2020: $157,000Net Assets 2020: $3,992,9062020Assets 2021: $4,107,075Liabilities 2021: $25,000Net Assets 2021: $4,082,0752021Assets 2022: $3,777,913Liabilities 2022: $1Net Assets 2022: $3,777,9132022Assets 2023: $3,641,368Liabilities 2023: $1Net Assets 2023: $3,641,3682023Assets 2024: $3,329,411Liabilities 2024: $0Net Assets 2024: $3,329,4112024

Highlighted filing

2016

Assets$3,580,259
Liabilities$0
Net Assets$3,580,259
Open 2016 Filing

Operations Trend

Revenue Growth48th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $1,009,552Expenses 2013: $14,000Net Income 2013: $995,5522013Revenue 2014: $664,853Expenses 2014: $79,760Net Income 2014: $585,0932014Revenue 2015: $1,138,570Expenses 2015: $120,366Net Income 2015: $1,018,2042015Revenue 2016: $1,073,704Expenses 2016: $87,137Net Income 2016: $986,5672016Revenue 2017: $181,568Expenses 2017: $382,667Net Income 2017: -$201,0992017Revenue 2018: $648,347Expenses 2018: $211,412Net Income 2018: $436,9352018Revenue 2019: $591,112Expenses 2019: $228,175Net Income 2019: $362,9372019Revenue 2020: $444,622Expenses 2020: $244,731Net Income 2020: $199,8912020Revenue 2021: $358,407Expenses 2021: $308,906Net Income 2021: $49,5012021Revenue 2022: $445Expenses 2022: $299,045Net Income 2022: -$298,6002022Revenue 2023: $122,269Expenses 2023: $257,911Net Income 2023: -$135,6422023Revenue 2024: $233,884Expenses 2024: $545,152Net Income 2024: -$311,2682024

Highlighted filing

2016

Revenue$1,073,704
Expenses$87,137
Net Income$986,567
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Mar 10, 2016
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY PROVENZANODirector-$0--
SHERYL PROVENZANODirector-$0--
AUTUMN PROVENZANODirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCROSS EXAMINED ORGTO FURTHER CHRISTIAN MINISTRIESPCCHARLOTTE, NC, US$30,000
Paid GrantABOVE & BEYOND FUNDTO FURTHER CHRISTIAN MINISTRIESPCCORNELIUS, NC, US$25,000
Paid GrantFOUNDATION PIERRE SMITH MONDELUSNEIGHBORHOOD REVITALIZATION IN HAITIPCST AUGUSTINE, FL, US$8,500
Paid GrantGRACE COMMUNITY CHURCHTO FURTHER CHRISTIAN MINISTRIESPCWAXHAW, NC, US$1,000
Filing and Contact Details

Filer

Filer Name
Broomtree Foundation
EIN
46-1592255
Phone
2485677400
Address
16602 FLYING JIB ROAD, CORNELIUS, NC 28031

Signing Officer

Name
Sheryl Provenzano
Title
Director
Phone
2485677400
Signed
2016-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Mckinzie Thompson & Van Dyne Pllc
Address
831 E MOREHEAD ST STE 640, CHARLOTTE, NC 28202-2777
Preparer
Carter Thompson
Phone
7043351450
Raw XML Appendix291 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/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/AppliedToYear1Amt064500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0169280
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064500
IRS990PF/UndistributedIncomeGrp/Taxable2Amt011575
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0169280
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt076075
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GREGORY SHERYL PROVENZANO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt016602 FLYING JIB ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CORNELIUS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028031
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0993432
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt035477
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1462467
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt238219
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3186563
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4179015
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt591691
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0733 SH ISHARES TR EAFE VALUE ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc16718 SH ISHARE TR EAFE GWTH ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2385 SH VANGUARD SECTOR INDEX FDS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc31490 SH VANGUARD INDX FDS SM CAP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc43165.037 SH VANGUARD GWTH IDX AD
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5835 SH VANGUARD INDEX FDS GWTH
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-12-04
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12015-12-04
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22015-12-04
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32015-12-04
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42015-12-04
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52015-12-04
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0612
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0SECTION 4940 EXCISE TAXES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018325
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018325
TaxesSchedule/TaxesDetail/Amt02112
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02112
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERYL PROVENZANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02485677400
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROOMTREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0461592255
ReturnHeader/Filer/PhoneNum02485677400
ReturnHeader/Filer/USAddress/AddressLine1Txt016602 FLYING JIB ROAD
ReturnHeader/Filer/USAddress/CityNm0CORNELIUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028031
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270559748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCKINZIE THOMPSON & VAN DYNE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0831 E MOREHEAD ST STE 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282022777
ReturnHeader/PreparerPersonGrp/PhoneNum07043351450
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARTER THOMPSON
ReturnHeader/ReturnTs02017-03-20T11:41:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,580,259
Liabilities
$0
Net assets
$3,580,259
Revenue
$1,073,704
Expenses
$87,137
Net income
$986,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.23$0.55$0.31
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.12$0.26$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.00$0.30$0.30
2021Detailed filing. Detailed filing data is available for this year.$4.11$0.03$4.08$0.36$0.31$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.15$0.16$3.99$0.44$0.24$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.59$0.23$0.36
2018Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.65$0.21$0.44
2017Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.18$0.38$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$1.07$0.09$0.99
2015Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$1.14$0.12$1.02
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.66$0.08$0.59
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$1.01$0.01$1.00