Civic Intelligence

R E Brooks Estate Trust XXXXXXX02Pf

990PF • Fiscal year 2020 • EIN 74-6203796

Jan 01, 2020 to Dec 31, 2020 • Filed on Jan 20, 2022

10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

32nd percentile

-6.0%

Higher net margin than 32% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

68th percentile

$19,658

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

37th percentile

-0.5%

Faster asset growth than 37% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-11%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$815,036

Down $3,927 (-0.5%) from 2019

Net Assets

$815,036

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$64,760

Down $7,916 (-11%) from 2019

Expenses

Down

$68,633

Down $1,044 (-1.5%) from 2019

Net Income

Down

-$3,873

Down $6,872 (-229%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2019: $818,963Liabilities 2019: $02019Assets 2020: $815,036Liabilities 2020: $0Net Assets 2020: $815,0362020Assets 2021: $842,819Liabilities 2021: $0Net Assets 2021: $842,8192021Assets 2022: $819,049Liabilities 2022: $0Net Assets 2022: $819,0492022Assets 2023: $862,480Liabilities 2023: $0Net Assets 2023: $862,4802023Assets 2024: $949,791Liabilities 2024: $0Net Assets 2024: $949,7912024

Highlighted filing

2020

Assets$815,036
Liabilities$0
Net Assets$815,036

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2019: $72,676Expenses 2019: $69,677Net Income 2019: $2,9992019Revenue 2020: $64,760Expenses 2020: $68,633Net Income 2020: -$3,8732020Revenue 2021: $96,437Expenses 2021: $68,853Net Income 2021: $27,5842021Revenue 2022: $45,050Expenses 2022: $68,616Net Income 2022: -$23,5662022Revenue 2023: $110,850Expenses 2023: $67,362Net Income 2023: $43,4882023Revenue 2024: $175,943Expenses 2024: $84,907Net Income 2024: $91,0362024

Highlighted filing

2020

Revenue$64,760
Expenses$68,633
Net Income-$3,873
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 20, 2022
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP MORGAN CHASE BANK N ATrustee-$19,658-$19,658
Filing and Contact Details

Filer

Filer Name
R E Brooks Estate Trust
EIN
74-6203796
In Care Of
% JP MORGAN CHASE BANK NA
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2022-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
Raw XML AppendixShowing 400 of 429 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0BOX G - INITIAL RETURN OF A FORMER PUBLIC CHARITY
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0BOX G
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The Taxpayer has checked, under Box G in the heading of Form 990-PF, the box indicating that this is the Initial return of a former public charity, in order to enable the Taxpayer to e-file its return as mandated by the Taxpayer First Act. This is not an initial return of a former public charity, however the IRS e-file database required checking this box in order to properly e-file the return.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z

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