Civic Intelligence

Charles V W Brooks Charitable Trust

990PF • Fiscal year 2015 • EIN 68-6080247

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 04, 2016

Organization Profile
51 Charlottes WayMuir Beach, CA 94965

(415) 381-1689

Siviq Scores

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

Liabilities / Assets

91st percentile

0.48x

Higher debt load relative to assets than 91% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

50.59x

Higher debt load relative to revenue than 100% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-1321%

Higher net margin than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$6,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 269.8% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

34th percentile

-5.2%

Faster asset growth than 34% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$235,019

Down $12,971 (-5.2%) from 2014

Net Assets

$122,513

No earlier filing loaded for comparison.

Liabilities

Up

$112,506

Up $16,399 (+17%) from 2014

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Down

$2,224

Down $2,233 (-50%) from 2014

Expenses

Down

$31,594

Down $1,574 (-4.7%) from 2014

Net Income

Down

-$29,370

Down $659 (-2.3%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$300K$200K$100K$0Assets 2010: $242,712Liabilities 2010: $0Net Assets 2010: $242,7122010Assets 2011: $275,417Liabilities 2011: $68,128Net Assets 2011: $207,2892011Assets 2012: $274,595Liabilities 2012: $118,665Net Assets 2012: $155,9302012Assets 2013: $253,113Liabilities 2013: $72,5192013Assets 2014: $247,990Liabilities 2014: $96,1072014Assets 2015: $235,019Liabilities 2015: $112,506Net Assets 2015: $122,5132015Assets 2016: $214,270Liabilities 2016: $106,863Net Assets 2016: $107,4072016Assets 2017: $218,379Liabilities 2017: $120,357Net Assets 2017: $98,0222017Assets 2018: $195,069Liabilities 2018: $113,135Net Assets 2018: $81,9342018Assets 2019: $200,376Liabilities 2019: $135,268Net Assets 2019: $65,1082019Assets 2020: $200,637Liabilities 2020: $151,245Net Assets 2020: $49,3922020Assets 2021: $20,311Liabilities 2021: $1Net Assets 2021: $20,3112021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2015

Assets$235,019
Liabilities$112,506
Net Assets$122,513
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $47,0222010Expenses 2011: $37,2652011Expenses 2012: $51,0752012Revenue 2013: $59,486Expenses 2013: $34,822Net Income 2013: $24,6642013Revenue 2014: $4,457Expenses 2014: $33,168Net Income 2014: -$28,7112014Revenue 2015: $2,224Expenses 2015: $31,594Net Income 2015: -$29,3702015Revenue 2016: $2,572Expenses 2016: $17,678Net Income 2016: -$15,1062016Revenue 2017: $2,418Expenses 2017: $11,803Net Income 2017: -$9,3852017Revenue 2018: $2,798Expenses 2018: $18,886Net Income 2018: -$16,0882018Revenue 2019: $2,763Expenses 2019: $19,589Net Income 2019: -$16,8262019Revenue 2020: $2,898Expenses 2020: $18,614Net Income 2020: -$15,7162020Revenue 2021: $2,781Expenses 2021: $166,349Net Income 2021: -$163,5682021Revenue 2022: $33Expenses 2022: $20,344Net Income 2022: -$20,3112022

Highlighted filing

2015

Revenue$2,224
Expenses$31,594
Net Income-$29,370
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 4, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SCHICKTrustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Charles V W Brooks Charitable Trust
EIN
68-6080247
Phone
4153811689
Address
51 CHARLOTTES WAY, MUIR BEACH, CA 94965

Signing Officer

Name
John Schick
Title
Trustee
Phone
4153811689
Signed
2016-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Kreger and Garden
Address
100 Tamal Plaza Suite 106, Corte Madera, CA 94925
Preparer
Josey K Mann CPA
Phone
4159272100
Raw XML Appendix314 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2charitable distributions to local and national charitable contributions
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260659
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394618
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd720005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd802238
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09000
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/DistributableAsAdjustedAmt013704
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015559
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024337
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024337
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt070381
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07822
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015559
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt014024
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt094718
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt082718
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013704
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014024
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0STEVEN DUDITCH LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010214
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA ATTORNEY GENERAL REG FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0121
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt096107
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt196107
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN ACCOUNT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1MARGIN ACCOUNT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0112506
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1112506
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt17
TaxesSchedule/TaxesDetail/CategoryTxt0CA TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN SCHICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04153811689
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES V W BROOKS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0686080247
ReturnHeader/Filer/PhoneNum04153811689
ReturnHeader/Filer/USAddress/AddressLine1Txt051 CHARLOTTES WAY
ReturnHeader/Filer/USAddress/CityNm0MUIR BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kreger and Garden
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Tamal Plaza Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Corte Madera
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094925
ReturnHeader/PreparerPersonGrp/PhoneNum04159272100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEY K MANN CPA
ReturnHeader/ReturnTs02016-11-04T15:27:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$235,019
Liabilities
$112,506
Net assets
$122,513
Revenue
$2,224
Expenses
$31,594
Net income
-$29,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.20$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.03$1.66$1.64
2020Detailed filing. Detailed filing data is available for this year.$2.01$1.51$0.49$0.03$0.19$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.00$1.35$0.65$0.03$0.20$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.95$1.13$0.82$0.03$0.19$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.18$1.20$0.98$0.02$0.12$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.14$1.07$1.07$0.03$0.18$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.35$1.13$1.23$0.02$0.32$0.29
2014Summary only. Only limited summary data is available for this year.$2.48$0.96$0.04$0.33$0.29
2013Summary only. Only limited summary data is available for this year.$2.53$0.73$0.59$0.35$0.25
2012Detailed filing. Detailed filing data is available for this year.$2.75$1.19$1.56$0.51
2011Detailed filing. Detailed filing data is available for this year.$2.75$0.68$2.07$0.37
2010Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.47