Civic Intelligence

Bruce and Lois J Forbes Charitable Foundation Inc.

990PF • Fiscal year 2020 • EIN 54-1632246

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 18, 2021

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

1.42x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

0.25x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

55th percentile

7.6%

Higher net margin than 55% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

76%

Faster asset growth than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

-0.0%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$3,510

Up $1,517 (+76%) from 2019

Net Assets

Up

-$1,490

Up $1,517 (+50%) from 2019

Liabilities

Flat

$5,000

Flat from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin55th percentile

Revenue

Down

$20,002

Down $1 (-0.0%) from 2019

Expenses

Down

$18,485

Down $5,540 (-23%) from 2019

Net Income

Up

$1,517

Up $5,539 (+138%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2020

Assets$3,510
Liabilities$5,000
Net Assets-$1,490
Open 2020 Filing

Operations Trend

Revenue Growth64th 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

2020

Revenue$20,002
Expenses$18,485
Net Income$1,517
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 18, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOIS J FORBESPresident-$0--
BRUCE FORBESVice Pres-$0--
JEFFREY 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 Forbes
Title
Sec Treas
Phone
5404329477
Signed
2021-08-18

Preparer

Firm
Michael S Miller CPA Pllc
Address
1454 BROOKHAVEN DR, ROCKINGHAM, VA 22801
Preparer
Michael S Miller
Phone
5404370551
Raw XML Appendix234 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/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0TO BE DETERMINED.
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TaxesSchedule/TaxesDetail/Amt035
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462910923
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL S MILLER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01454 BROOKHAVEN DR
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S MILLER
ReturnHeader/ReturnTs02021-08-19T16:45:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FORBES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,510
Liabilities
$5,000
Net assets
-$1,490
Revenue
$20,002
Expenses
$18,485
Net income
$1,517
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
2020Detailed filing. Detailed filing data is available for this year.$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
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