Civic Intelligence

B R Chamberlain Foundation for Public Enrichment Inc.

990 • Fiscal year 2016 • EIN 59-3263469

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

3602 Mission LaneBonifay, FL 32425

(407) 575-4436

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

92nd percentile

48%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

7th percentile

-13%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-58%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$5,850,373

Down $861,472 (-13%) from 2015

Net Assets

Down

$5,850,373

Down $850,570 (-13%) from 2015

Liabilities

Down

$0

Down $10,902 (-100%) from 2015

Revenue

Down

$425,790

Down $584,725 (-58%) from 2015

Expenses

Down

$219,793

Down $338,669 (-61%) from 2015

Net Income

Down

$205,997

Down $246,056 (-54%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $4,450,796Liabilities 2010: $0Net Assets 2010: $4,450,7962010Assets 2011: $4,706,415Liabilities 2011: $0Net Assets 2011: $4,706,4152011Assets 2012: $5,017,781Liabilities 2012: $0Net Assets 2012: $5,017,7812012Assets 2013: $4,950,440Liabilities 2013: $1,460Net Assets 2013: $4,948,9802013Assets 2014: $6,248,990Liabilities 2014: $100Net Assets 2014: $6,248,8902014Assets 2015: $6,711,845Liabilities 2015: $10,902Net Assets 2015: $6,700,9432015Assets 2016: $5,850,373Liabilities 2016: $0Net Assets 2016: $5,850,3732016Assets 2017: $6,418,981Liabilities 2017: $0Net Assets 2017: $6,418,9812017Assets 2018: $6,331,335Liabilities 2018: $0Net Assets 2018: $6,331,3352018Assets 2019: $6,732,656Liabilities 2019: $0Net Assets 2019: $6,732,6562019Assets 2020: $10,962,574Liabilities 2020: $0Net Assets 2020: $10,962,5742020Assets 2021: $11,687,133Liabilities 2021: $0Net Assets 2021: $11,687,1332021Assets 2022: $11,711,435Liabilities 2022: $0Net Assets 2022: $11,711,4352022Assets 2023: $14,511,284Liabilities 2023: $0Net Assets 2023: $14,511,2842023Assets 2024: $14,909,189Liabilities 2024: $0Net Assets 2024: $14,909,1892024

Highlighted filing

2016

Assets$5,850,373
Liabilities$0
Net Assets$5,850,373

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $1,242,327Expenses 2010: $382,489Net Income 2010: $859,8382010Revenue 2011: $385,476Expenses 2011: $129,857Net Income 2011: $255,6192011Expenses 2012: $212,7892012Revenue 2013: $311,479Expenses 2013: $380,280Net Income 2013: -$68,8012013Revenue 2014: $388,308Expenses 2014: $328,335Net Income 2014: $59,9732014Revenue 2015: $1,010,515Expenses 2015: $558,462Net Income 2015: $452,0532015Revenue 2016: $425,790Expenses 2016: $219,793Net Income 2016: $205,9972016Revenue 2017: $470,122Expenses 2017: $258,050Net Income 2017: $212,0722017Revenue 2018: $765,470Expenses 2018: $619,996Net Income 2018: $145,4742018Revenue 2019: $462,243Expenses 2019: $286,433Net Income 2019: $175,8102019Revenue 2020: $4,661,055Expenses 2020: $325,466Net Income 2020: $4,335,5892020Revenue 2021: $1,056,309Expenses 2021: $270,009Net Income 2021: $786,3002021Revenue 2022: $1,005,697Expenses 2022: $194,301Net Income 2022: $811,3962022Revenue 2023: $3,168,334Expenses 2023: $638,672Net Income 2023: $2,529,6622023Revenue 2024: $737,150Expenses 2024: $408,855Net Income 2024: $328,2952024

Highlighted filing

2016

Revenue$425,790
Expenses$219,793
Net Income$205,997
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$2,416,556
Mission and Program Overview

Mission

Public enrichment of the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,699,427$2,930,293▲ $230,866
Land, Buildings, and Equipment, Net$1,908,050$1,850,397▼ $57,653
Cash and Non-Interest-Bearing Accounts$22,819$75,370▲ $52,551
Total Assets$6,711,845$5,850,373▼ $861,472
Other Assets Total$2,081,549$994,313▼ $1,087,236
Liabilities
Other Liabilities$10,876--
Accounts Payable and Accrued Expenses$26--
Total Liabilities$10,902$0▼ $10,902
Net Assets / Fund Balance
Unrestricted Net Assets$5,308,022$4,856,060▼ $451,962
Permanently Rstr Net Assets$1,392,921$994,313▼ $398,608
Total Net Assets Fund Balance$6,700,943$5,850,373▼ $850,570
Total Liabilities and Net Assets / Fund Balance$6,711,845$5,850,373▼ $861,472

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,678,842-$1,678,842
Other Land Buildings$171,555$281,036$452,591
Other Assets Org$22,540--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$277,204
Program Service Revenue
$0
Investment Income
$146,796
Other Revenue
$1,790
All Other Contributions
$277,204
Change in Net Assets
$205,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$111,923
Grants and Similar Amounts Paid$107,870
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$107,870--$107,870
Depreciation Depletion$33,000$24,653-$57,653
Fees for Services Other$12,851$12,280-$25,131
Fees for Service Investment Mgmnt Fees-$16,272-$16,272
Insurance-$5,209-$5,209
Office Expenses-$4,066-$4,066
Advertising-$2,810-$2,810
Travel-$500-$500
Fees for Services Accounting-$282-$282
Total Functional Expenses$153,721$66,072$0$219,793
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mark Matheson MinistriesOcoee, FL-Spiritual Guidance$37,500
Various Charitable Organizations---$16,845
HclOrlando, FL-Religious Missions$12,610
International Documentary AssocLos Angeles, CA-Wounded Warriors$10,000
Mercy Drive Ministries IncOrlando, FL-Job Partnership$10,000
New Tribes MissionSanford, FL-Global Outreach$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No written conflict of interest statement and no financial statements other than form 990

Filing and Contact Details

Filer

Filer Name
Br Chamberlain Foundation
EIN
59-3263469
Phone
4075754436
Address
3602 MISSION LANE, BONIFAY, FL 32425

Signing Officer

Name
Peter L Chamberlain
Title
CEO
Phone
4075754436
Signed
2017-11-14

Organization Details

Principal Officer
Peter L Chamberlain
Formed
1994
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
3

Preparer

Firm
Oneida Consulting LLC
Address
PO BOX 541562, ORLANDO, FL 32854-1562
Preparer
Stacy Sullivan
Phone
4079636681
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

The organizstion made substantial gift to several qualified charities that resulted in the educational, social and/or overall enrichment of the quality of lives of deserving individuals.

Form 990, Part IX, Line 11G

Dues and subscriptions 0 3,885 0 adt security 0 712 0 bank fees 0 516 0 card fees 0 210 0 lawn maintenance 0 460 0 pest control 0 80 0 trading fees 0 39 0 annual filing fees 0 191 0 airplane fuel & maintenance 12,851 0 0 utilities 0 1,779 0 telephone 0 4,408 0 total 12,851 12,280 0

Form 990, Part XI, Line 9

Valencia college fnd 50,000 the income of this account is given 0 to students of the college as grants or 0 scholarships. 0 removal of beneficial interest in -1,137,102 charitable remainder trust 0 erroneously added in 2014 0 total -1,087,102

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0253095
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0278638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0395181
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02122341
IRS990ScheduleA/TotalSupportAmt02642567
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/FundsAndOtherAccountsHeldCnt014
IRS990ScheduleD/LandGrp/BookValueAmt01678842
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01678842
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0921773
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt150000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt222540
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PARTNERSHIPS INTEREST IN R/E
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1VALENCIA COLLEGE FND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2FLORIDA PREPAID CONTRACTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0171555
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0281036
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0452591
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01850397
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0994313
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IRS990ScheduleI/RecipientTable/CashGrantAmt037500
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt26000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt412610
IRS990ScheduleI/RecipientTable/CashGrantAmt516845
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SPIRITUAL GUIDANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1JOB PARTNERSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GLOBAL OUTREACH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3WOUNDED WARRIORS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4RELIGIOUS MISSIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARK MATHESON MINISTRIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MERCY DRIVE MINISTRIES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NEW TRIBES MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3INTERNATIONAL DOCUMENTARY ASSOC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4HCL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5VARIOUS CHARITABLE ORGANIZATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0MARK MATHESON MINISTRIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1MERCY DRIVE MINISTRIES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt2NEW TRIBES MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt3INTERNATIONAL DOCUMENTARY ASSOC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt4HCL
IRS990ScheduleI/RecipientTable/RecipientEIN0364799931
IRS990ScheduleI/RecipientTable/RecipientEIN1262811941
IRS990ScheduleI/RecipientTable/RecipientEIN2396024926
IRS990ScheduleI/RecipientTable/RecipientEIN3953911227
IRS990ScheduleI/RecipientTable/RecipientEIN4590799841
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0653 DARKWOOD DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11531 MERCY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21000 E 1ST STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt33470 WILSHIRE BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4580 IRENE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0653 DARKWOOD DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt11531 MERCY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt21000 E 1ST STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt33470 WILSHIRE BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt4580 IRENE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OCOEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ORLANDO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SANFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ORLANDO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4FL
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd432805
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZSTION MADE SUBSTANTIAL GIFT TO SEVERAL QUALIFIED CHARITIES THAT RESULTED IN THE EDUCATIONAL, SOCIAL AND/OR OVERALL ENRICHMENT OF THE QUALITY OF LIVES OF DESERVING INDIVIDUALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO WRITTEN CONFLICT OF INTEREST STATEMENT AND NO FINANCIAL STATEMENTS OTHER THAN FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES AND SUBSCRIPTIONS 0 3,885 0 ADT SECURITY 0 712 0 BANK FEES 0 516 0 CARD FEES 0 210 0 LAWN MAINTENANCE 0 460 0 PEST CONTROL 0 80 0 TRADING FEES 0 39 0 ANNUAL FILING FEES 0 191 0 AIRPLANE FUEL & MAINTENANCE 12,851 0 0 UTILITIES 0 1,779 0 TELEPHONE 0 4,408 0 TOTAL 12,851 12,280 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4VALENCIA COLLEGE FND 50,000 THE INCOME OF THIS ACCOUNT IS GIVEN 0 TO STUDENTS OF THE COLLEGE AS GRANTS OR 0 SCHOLARSHIPS. 0 REMOVAL OF BENEFICIAL INTEREST IN -1,137,102 CHARITABLE REMAINDER TRUST 0 ERRONEOUSLY ADDED IN 2014 0 TOTAL -1,087,102
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0277204
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt066072
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0153721
IRS990/TotalFunctionalExpensesGrp/TotalAmt0219793
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt010902
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05850373
IRS990/TotalProgramServiceExpensesAmt0153721
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0148586
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0425790
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06711845
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05850373
IRS990/TravelGrp/ManagementAndGeneralAmt0500
IRS990/TravelGrp/TotalAmt0500
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05308022
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04856060
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02845 MARQUESAS COURT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$0.74$0.41$0.33
2023Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$3.17$0.64$2.53
2022Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.01$0.19$0.81
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.06$0.27$0.79
2020Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$4.66$0.33$4.34
2019Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.46$0.29$0.18
2018Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.77$0.62$0.15
2017Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.47$0.26$0.21
2016Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.43$0.22$0.21
2015Detailed filing. Detailed filing data is available for this year.$6.71$0.01$6.70$1.01$0.56$0.45
2014Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.39$0.33$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.31$0.38$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$0.00$5.02$0.21
2011Summary only. Only limited summary data is available for this year.$4.71$0.00$4.71$0.39$0.13$0.26
2010Summary only. Only limited summary data is available for this year.$4.45$0.00$4.45$1.24$0.38$0.86