Civic Intelligence

The John M Brilbeck Foundation Trust

990PF • Fiscal year 2016 • EIN 63-6206084

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
8787 Bay Colony Dr No 1706Naples, FL 34108

(239) 593-7991

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

94th percentile

122%

Faster asset growth than 94% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

3901%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$141,604

Up $77,894 (+122%) from 2015

Net Assets

Up

$141,604

Up $77,894 (+122%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Up

$80,093

Up $78,091 (+3901%) from 2015

Expenses

Up

$2,199

Up $1,649 (+300%) from 2015

Net Income

Up

$77,894

Up $76,442 (+5265%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$150K$100K$50K$0Assets 2011: $59,250Liabilities 2011: $02011Assets 2012: $59,923Liabilities 2012: $02012Assets 2013: $61,006Liabilities 2013: $02013Assets 2014: $62,258Liabilities 2014: $02014Assets 2015: $63,710Liabilities 2015: $0Net Assets 2015: $63,7102015Assets 2016: $141,604Liabilities 2016: $0Net Assets 2016: $141,6042016Assets 2017: $121,773Liabilities 2017: $0Net Assets 2017: $121,7732017Assets 2018: $102,073Liabilities 2018: $0Net Assets 2018: $102,0732018Assets 2019: $102,579Liabilities 2019: $0Net Assets 2019: $102,5792019Assets 2020: $100,389Liabilities 2020: $0Net Assets 2020: $100,3892020Assets 2021: $100,165Liabilities 2021: $0Net Assets 2021: $100,1652021Assets 2022: $100,250Liabilities 2022: $0Net Assets 2022: $100,2502022Assets 2023: $79,323Liabilities 2023: $0Net Assets 2023: $79,3232023Assets 2024: $51,705Liabilities 2024: $0Net Assets 2024: $51,7052024

Highlighted filing

2016

Assets$141,604
Liabilities$0
Net Assets$141,604
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50KRevenue 2011: -$1,761Expenses 2011: $617Net Income 2011: -$2,3782011Revenue 2012: $1,307Expenses 2012: $634Net Income 2012: $6732012Revenue 2013: $1,109Expenses 2013: $26Net Income 2013: $1,0832013Revenue 2014: $1,723Expenses 2014: $471Net Income 2014: $1,2522014Revenue 2015: $2,002Expenses 2015: $550Net Income 2015: $1,4522015Revenue 2016: $80,093Expenses 2016: $2,199Net Income 2016: $77,8942016Revenue 2017: $10,935Expenses 2017: $30,766Net Income 2017: -$19,8312017Revenue 2018: $6,147Expenses 2018: $26,510Net Income 2018: -$20,3632018Revenue 2019: $3,018Expenses 2019: $2,512Net Income 2019: $5062019Revenue 2020: $544Expenses 2020: $2,734Net Income 2020: -$2,1902020Revenue 2021: $8,283Expenses 2021: $8,507Net Income 2021: -$2242021Revenue 2022: $3,573Expenses 2022: $3,488Net Income 2022: $852022Revenue 2023: -$2,965Expenses 2023: $17,962Net Income 2023: -$20,9272023Revenue 2024: $3,497Expenses 2024: $17,545Net Income 2024: -$14,0482024

Highlighted filing

2016

Revenue$80,093
Expenses$2,199
Net Income$77,894
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN M BRILBECKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The John M Brilbeck Foundation Trust
EIN
63-6206084
Phone
2395937991
Address
8787 BAY COLONY DR NO 1706, NAPLES, FL 34108

Signing Officer

Name
John M Brilbeck
Title
Trustee
Phone
2395937991
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Jamison Money Farmer Pc
Address
PO BOX 2347, TUSCALOOSA, AL 35403
Preparer
Carl T Jamison
Phone
2053458440
Raw XML Appendix312 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0140990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0191102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCK
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CITIGROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2REGIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SYNOVUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WADDEL & REED FINANCIAL
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07421
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt079655
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0149704
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02263
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02395937991
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02184
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07421
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02184
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02938
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07421
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05122
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN M BRILBECK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08787 BAY COLONY DRIVE APT 170
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034108
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt099000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt099000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc04000 SHARES OF ENBRIDGE ENERGY MGMT, LLC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-13
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN M BRILBECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02395937991
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOHN M BRILBECK FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0636206084
ReturnHeader/Filer/PhoneNum02395937991
ReturnHeader/Filer/USAddress/AddressLine1Txt08787 BAY COLONY DR NO 1706
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId084F69DD54AB06BE5C34F68DA5CB35ACFBE3F9A1C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0376D82404B34A596A5EB4359994E83D354CC19BA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.141.60.100
ReturnHeader/FilingSecurityInformation/IPDt02017-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:33:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630933119
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMISON MONEY FARMER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2347
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035403
ReturnHeader/PreparerPersonGrp/PhoneNum02053458440
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL T JAMISON
ReturnHeader/ReturnTs02017-05-15T13:19:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$141,604
Liabilities
$0
Net assets
$141,604
Revenue
$80,093
Expenses
$2,199
Net income
$77,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.03$0.18$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.03$0.18$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.08$0.09$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.01$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.03$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.27$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.11$0.31$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.80$0.02$0.78
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.02$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.62$0.00$0.02$0.00$0.01
2013Summary only. Only limited summary data is available for this year.$0.61$0.00$0.01$0.00$0.01
2012Summary only. Only limited summary data is available for this year.$0.60$0.00$0.01$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.02$0.01$0.02