Civic Intelligence

Bruce and Lois J Forbes Charitable Foundation Inc.

990PF • Fiscal year 2015 • EIN 54-1632246

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 05, 2016

Organization Profile
PO Box 1039Harrisonburg, VA 22803

(540) 432-9477

Siviq Scores

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

Liabilities / Assets

78th percentile

0.08x

Higher debt load relative to assets than 78% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

131.58x

Higher debt load relative to revenue than 100% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-887%

Higher net margin than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$64,643

Down $16,872 (-21%) from 2014

Net Assets

Down

$59,643

Down $16,872 (-22%) from 2014

Liabilities

Flat

$5,000

Flat from 2014

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Up

$38

Up $14 (+58%) from 2014

Expenses

Up

$375

Up $11 (+3.0%) from 2014

Net Income

Up

-$337

Up $3 (+0.9%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$100K$50K$0-$50KAssets 2013: $42,573Liabilities 2013: $5,000Net Assets 2013: $37,5732013Assets 2014: $81,515Liabilities 2014: $5,000Net Assets 2014: $76,5152014Assets 2015: $64,643Liabilities 2015: $5,000Net Assets 2015: $59,6432015Assets 2016: $27,497Liabilities 2016: $5,000Net Assets 2016: $22,4972016Assets 2017: $3,334Liabilities 2017: $5,000Net Assets 2017: -$1,6662017Assets 2018: $6,015Liabilities 2018: $5,000Net Assets 2018: $1,0152018Assets 2019: $1,993Liabilities 2019: $5,000Net Assets 2019: -$3,0072019Assets 2020: $3,510Liabilities 2020: $5,000Net Assets 2020: -$1,4902020Assets 2022: $285Liabilities 2022: $5,000Net Assets 2022: -$4,7152022

Highlighted filing

2015

Assets$64,643
Liabilities$5,000
Net Assets$59,643
Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

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

$30K$20K$10K$0-$10KRevenue 2013: $1,759Expenses 2013: $295Net Income 2013: $1,4642013Revenue 2014: $24Expenses 2014: $364Net Income 2014: -$3402014Revenue 2015: $38Expenses 2015: $375Net Income 2015: -$3372015Revenue 2016: $4,024Expenses 2016: $410Net Income 2016: $3,6142016Revenue 2017: $2,007Expenses 2017: $420Net Income 2017: $1,5872017Revenue 2018: $25,006Expenses 2018: $22,325Net Income 2018: $2,6812018Revenue 2019: $20,003Expenses 2019: $24,025Net Income 2019: -$4,0222019Revenue 2020: $20,002Expenses 2020: $18,485Net Income 2020: $1,5172020Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022

Highlighted filing

2015

Revenue$38
Expenses$375
Net Income-$337
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 5, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOIS J FORBESPresident-$0--
BRUCE FORBESVice Pres-$0--
JEFFREY K FORBESSec Treas-$0--
Filing and Contact Details

Filer

Filer Name
Bruce & Lois Forbes Charitable
EIN
54-1632246
Address
PO BOX 1039, HARRISONBURG, VA 22803

Signing Officer

Name
Jeffrey K Forbes
Title
Sec Treas
Signed
2016-02-05

Preparer

Firm
Michael S Miller CPA Pllc
Address
4061 QUARLES CT, HARRISONBURG, VA 22801-8717
Preparer
Michael S Miller
Phone
5404370551
Raw XML Appendix303 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/RecipientUSAddress/CityNm2HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BREVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4FREDERICKSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WEYERS CAVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7OKLAHAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328712
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd524486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd622801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd773123
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016560
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/AppliedToCurrentYearAmt03598
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041876
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012962
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07644
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012470
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016560
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012962
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt052376
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039414
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt05000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0BRUCE FORBES
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt05000
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02000-10
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016560
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DONATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADVERTISING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt025
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADDITION CONTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0STATE CORPORATION COMMISSION
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY K FORBES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRUCE & LOIS FORBES CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0541632246
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1039
ReturnHeader/Filer/USAddress/CityNm0HARRISONBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462910923
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL S MILLER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04061 QUARLES CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARRISONBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0228018717
ReturnHeader/PreparerPersonGrp/PhoneNum05404370551
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S MILLER
ReturnHeader/ReturnTs02016-02-05T14:27:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,643
Liabilities
$5,000
Net assets
$59,643
Revenue
$38
Expenses
$375
Net income
-$337
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.29$5.00$4.72$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$5.00$1.49$20.0$18.5$1.52
2019Detailed filing. Detailed filing data is available for this year.$1.99$5.00$3.01$20.0$24.0$4.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.02$5.00$1.02$25.0$22.3$2.68
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$5.00$1.67$2.01$0.42$1.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$5.00$22.5$4.02$0.41$3.61
2015Detailed filing. Detailed filing data is available for this year.$64.6$5.00$59.6$0.04$0.38$0.34
2014Detailed filing. Detailed filing data is available for this year.$81.5$5.00$76.5$0.02$0.36$0.34
2013Detailed filing. Detailed filing data is available for this year.$42.6$5.00$37.6$1.76$0.30$1.46