Civic Intelligence

The John M Brilbeck Foundation Trust

990PF • Fiscal year 2017 • EIN 63-6206084

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 20, 2018

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

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

4th percentile

-181%

Higher net margin than 4% 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

23rd percentile

-14%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

3rd percentile

-86%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Down

$121,773

Down $19,831 (-14%) from 2016

Net Assets

Down

$121,773

Down $19,831 (-14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$10,935

Down $69,158 (-86%) from 2016

Expenses

Up

$30,766

Up $28,567 (+1299%) from 2016

Net Income

Down

-$19,831

Down $97,725 (-125%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$121,773
Liabilities$0
Net Assets$121,773

Operations Trend

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

2017

Revenue$10,935
Expenses$30,766
Net Income-$19,831
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 20, 2018
Return Version
2017v2.2
Compensation and Service Providers

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
2018-02-20
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 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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028000
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/AppliedToCurrentYearAmt07069
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07421
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014160
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014160
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014160
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014160
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07421
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01224
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01224
TaxesSchedule/TaxesDetail/Amt0892
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN M BRILBECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02395937991
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-20
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/AtSubmissionCreationDeviceId0C3E49BCCDC0DFA7C36E87C2E09114D438F853455
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08F4B2ACE7539D06A46CFAFA94A1C2964A1787D2A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.31.28.110
ReturnHeader/FilingSecurityInformation/IPDt02018-02-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:10:51
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/ReturnTs02018-03-09T13:11:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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