Civic Intelligence

Bruce and Lois J Forbes Charitable Foundation Inc.

990PF • Fiscal year 2017 • EIN 54-1632246

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

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

97th percentile

1.50x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

2.49x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

3rd percentile

-88%

Faster asset growth than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$3,334

Down $24,163 (-88%) from 2016

Net Assets

Down

-$1,666

Down $24,163 (-107%) from 2016

Liabilities

Flat

$5,000

Flat from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin96th percentile

Revenue

Down

$2,007

Down $2,017 (-50%) from 2016

Expenses

Up

$420

Up $10 (+2.4%) from 2016

Net Income

Down

$1,587

Down $2,027 (-56%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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 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

2017

Assets$3,334
Liabilities$5,000
Net Assets-$1,666
Open 2017 Filing

Operations Trend

Revenue Growth9th 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 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

2017

Revenue$2,007
Expenses$420
Net Income$1,587
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
2018-04-30

Preparer

Firm
Michael S Miller CPA Pllc
Address
4061 QUARLES CT, HARRISONBURG, VA 22801-8717
Preparer
Michael S Miller
Phone
5404370551
Raw XML Appendix322 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/RecipientBusinessName/BusinessNameLine1Txt7JAMES MADISON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8VA SHERIFF'S INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9CHILDREN'S HOPE ALLIANCE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ALIA MILLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0MSC 3516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1JAMES MADISON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2501 N MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41133 19TH ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5402 E COLLEGE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61301 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7MSC 3516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8901 E BYRD ST STE 1301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10JAMES MADISON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOUISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BARIUM SPRING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BRIDGEWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6FREDERICKSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9BARIUM SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227549
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4200363600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd522812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd622401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd722801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd823219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd928010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1022807
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025750
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt040760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012962
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073836
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt040760
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012962
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07644
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012470
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt075136
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt075136
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt05000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0BRUCE FORBES
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt05000
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02000-10
OtherDecreasesSchedule/OtherDecreasesDetail/Amt025750
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DONATIONS & SCHOLARSHIPS
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0STATE CORPORATION COMMISSION
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY K FORBES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05D0280A0F7BC3FECD0BDDAC7B68987F93B77BE44
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B5AF86BE4C7E2721889D34699BB1C63A1848B6CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:34:39
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/PreparationDt02018-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S MILLER
ReturnHeader/ReturnTs02018-05-01T10:34:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,334
Liabilities
$5,000
Net assets
-$1,666
Revenue
$2,007
Expenses
$420
Net income
$1,587
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
2017Detailed filing. Detailed filing data is available for this year.$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
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