Civic Intelligence

Brendonwood Historic District

EIN 81-4125556 • 501(c)3 • Indianapolis, IN

Profile

Improvements to historical neighborhood

5725 Brookwood RoadIndianapolis, IN 46226

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

70%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$103,840

Up $18,056 (+21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$103,840

Up $18,056 (+21%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin72nd percentile

Revenue

Up

$102,957

Up $42,557 (+70%) from 2022

Expenses

Up

$84,901

Up $40,618 (+92%) from 2022

Net Income

Up

$18,056

Up $1,939 (+12%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2018: $51,174Liabilities 2018: $02018Assets 2019: $83,029Liabilities 2019: $02019Assets 2020: $109,160Liabilities 2020: $02020Assets 2021: $69,677Liabilities 2021: $0Net Assets 2021: $69,6772021Assets 2022: $85,784Liabilities 2022: $0Net Assets 2022: $85,7842022Assets 2023: $103,840Liabilities 2023: $0Net Assets 2023: $103,8402023

Highlighted filing

2023

Assets$103,840
Liabilities$0
Net Assets$103,840
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2018: $53,613Expenses 2018: $26,433Net Income 2018: $27,1802018Revenue 2019: $101,971Expenses 2019: $70,116Net Income 2019: $31,8552019Revenue 2020: $65,041Expenses 2020: $38,910Net Income 2020: $26,1312020Revenue 2021: $89,139Expenses 2021: $128,622Net Income 2021: -$39,4832021Revenue 2022: $60,400Expenses 2022: $44,283Net Income 2022: $16,1172022Revenue 2023: $102,957Expenses 2023: $84,901Net Income 2023: $18,0562023

Highlighted filing

2023

Revenue$102,957
Expenses$84,901
Net Income$18,056
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,840
Liabilities
$0
Net assets
$103,840
Revenue
$102,957
Expenses
$84,901
Net income
$18,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.03$0.85$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.60$0.44$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.89$1.29$0.39
2020Summary only. Only limited summary data is available for this year.$1.09$0.00$0.65$0.39$0.26
2019Summary only. Only limited summary data is available for this year.$0.83$0.00$1.02$0.70$0.32
2018Summary only. Only limited summary data is available for this year.$0.51$0.00$0.54$0.26$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 19, 2024
Return Version
2023v5.0
Gross Receipts
$102,957
Mission and Program Overview

Mission

Improvements to historical neighborhood

Program Services

DescriptionGrantsExpenses
1) COMMON HOUSE RESTORATION-$82,875
ADMIN EXPENSES-$2,026
TREE PLANTING ON MALL NEIGHBORHOOD--
FOUNDATION FUNDRAISER--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG STEPHENSPresident-$0--
JON KUZMICTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Brendonwood Historic District
EIN
81-4125556
Phone
3174097661
Address
5725 BROOKWOOD ROAD, INDIANAPOLIS, IN 46226

Signing Officer

Name
Greg Stephens
Title
President
Phone
3174097661
Signed
2024-07-19
Discuss with paid preparer
Yes

Preparer

Firm
R Joseph Stark Jr CPA
Address
7202 N SHADELAND SUITE 216, INDIANAPOLIS, IN 46250
Preparer
R Joseph Stark Jr CPA
Phone
3178422104
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III, Line 31

“ADMIN EXPENSES”

Raw XML Appendix125 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JON KUZMIC
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0BRENDONWOOD HISTORIC DISTRICT
IRS990EZ/BooksInCareOfDetail/PhoneNum03174097661
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05725 BROOKWOOD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085784
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0103840
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0102957
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018056
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt085784
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0103840
IRS990EZ/GrossReceiptsAmt0102957
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085784
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0103840
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085784
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0103840
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREG STEPHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JON KUZMIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt084901
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IMPROVEMENTS TO HISTORICAL NEIGHBORHOOD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt01) COMMON HOUSE RESTORATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TREE PLANTING ON MALL NEIGHBORHOOD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FOUNDATION FUNDRAISER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ADMIN EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt082875
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12026
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084901
IRS990EZ/TotalProgramServiceExpensesAmt084901
IRS990EZ/TotalRevenueAmt0102957
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0102957
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt089139
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0101971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0419508
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt084901
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0419508
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0102957
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt089139
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0101971
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0419508
IRS990ScheduleA/TotalSupportAmt0419508
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMIN EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG STEPHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03174097661
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRENDONWOOD HISTORIC DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BREN
ReturnHeader/Filer/EIN0814125556
ReturnHeader/Filer/PhoneNum03174097661
ReturnHeader/Filer/USAddress/AddressLine1Txt05725 BROOKWOOD ROAD
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046226
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R JOSEPH STARK JR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07202 N SHADELAND SUITE 216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046250
ReturnHeader/PreparerPersonGrp/PhoneNum03178422104
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R JOSEPH STARK JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-02T08:53:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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