Civic Intelligence

David P Brody Charitable Trust

990PF • Fiscal year 2019 • EIN 82-6965610

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

Organization Profile
401 Broadway No 100Tacoma, WA 98402

(702) 578-5903

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

25th percentile

$35,277

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

100th percentile

12317%

Faster asset growth than 100% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

81%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$12,063,355

Up $11,966,205 (+12317%) from 2018

Net Assets

Up

$12,063,355

Up $11,966,205 (+12317%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin69th percentile

Revenue

Up

$180,691

Up $80,691 (+81%) from 2018

Expenses

Up

$155,327

Up $152,477 (+5350%) from 2018

Net Income

Down

$25,364

Down $71,786 (-74%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$15M$10M$5.0M$0Assets 2018: $97,150Liabilities 2018: $0Net Assets 2018: $97,1502018Assets 2019: $12,063,355Liabilities 2019: $1Net Assets 2019: $12,063,3552019Assets 2020: $12,096,529Liabilities 2020: $1Net Assets 2020: $12,096,5292020Assets 2021: $12,212,062Liabilities 2021: $1Net Assets 2021: $12,212,0622021Assets 2022: $12,403,964Liabilities 2022: $1Net Assets 2022: $12,403,9642022Assets 2023: $12,410,580Liabilities 2023: $133Net Assets 2023: $12,410,4472023Assets 2024: $12,515,795Liabilities 2024: $0Net Assets 2024: $12,515,7952024Assets 2025: $12,373,978Liabilities 2025: $0Net Assets 2025: $12,373,9782025

Highlighted filing

2019

Assets$12,063,355
Liabilities$1
Net Assets$12,063,355
Open 2019 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.0M$500K$0-$500KRevenue 2018: $100,000Expenses 2018: $2,850Net Income 2018: $97,1502018Revenue 2019: $180,691Expenses 2019: $155,327Net Income 2019: $25,3642019Revenue 2020: $418,176Expenses 2020: $384,933Net Income 2020: $33,2432020Revenue 2021: $537,172Expenses 2021: $421,639Net Income 2021: $115,5332021Revenue 2022: $697,042Expenses 2022: $505,140Net Income 2022: $191,9022022Revenue 2023: $597,515Expenses 2023: $590,524Net Income 2023: $6,9912023Revenue 2024: $753,135Expenses 2024: $647,592Net Income 2024: $105,5432024Revenue 2025: $595,779Expenses 2025: $737,150Net Income 2025: -$141,3712025

Highlighted filing

2019

Revenue$180,691
Expenses$155,327
Net Income$25,364
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLY DURRELLTrustee-$35,277-$35,277
RICHARD GLAUBINGERTrusteePT$35,277-$35,277
CARRIE WOLFGANGTrusteePT$30,123-$30,123
BEN CAMPBELLTrustee-$100-$100
Filing and Contact Details

Filer

Filer Name
David P Brody Charitable Trust
EIN
82-6965610
Phone
7025785903
Address
401 BROADWAY NO 100, TACOMA, WA 98402

Signing Officer

Name
Shelly Durrell
Title
Trustee
Phone
7025785903
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
7881 W CHARLESTON BLVD SUITE 250, LAS VEGAS, NV 89117
Preparer
David B Mathews CPA
Phone
7025797000
Raw XML Appendix320 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/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt052900
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt079524
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0614
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0167031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080138
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt087507
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0614
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011940841
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CONTRIBUTION
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY DURRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07025785903
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID P BRODY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0826965610
ReturnHeader/Filer/PhoneNum07025785903
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 BROADWAY NO 100
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098402
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId006E36AB37F2A251988034F48A0804227D47EBC58
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.14.215.226
ReturnHeader/FilingSecurityInformation/IPDt02020-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:25:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430765316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUBINBROWN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07881 W CHARLESTON BLVD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAS VEGAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089117
ReturnHeader/PreparerPersonGrp/PhoneNum07025797000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B MATHEWS CPA
ReturnHeader/ReturnTs02020-05-18T19:41:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,063,355
Liabilities
$1
Net assets
$12,063,355
Revenue
$180,691
Expenses
$155,327
Net income
$25,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.60$0.74$0.14
2024Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.75$0.65$0.11
2023Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.60$0.59$0.01
2022Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.70$0.51$0.19
2021Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.54$0.42$0.12
2020Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.42$0.38$0.03
2019Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.18$0.16$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.10$0.00$0.10