Civic Intelligence

Broderick Charitable Foundation Trust

990PF • Fiscal year 2020 • EIN 84-6725611

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 08, 2021

Organization Profile
9225 Cascade Avenue 2204West Des Moines, IA 50266

(515) 243-4191

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-288%

Higher net margin than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$1,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

30th percentile

-1.6%

Faster asset growth than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,450,741

Down $22,849 (-1.6%) from 2019

Net Assets

$1,450,741

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Down

$8,155

Down $1,468,529 (-99%) from 2019

Expenses

Up

$31,604

Up $28,510 (+921%) from 2019

Net Income

Down

-$23,449

Down $1,497,039 (-102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $1,473,590Liabilities 2019: $02019Assets 2020: $1,450,741Liabilities 2020: $0Net Assets 2020: $1,450,7412020Assets 2021: $1,457,041Liabilities 2021: $0Net Assets 2021: $1,457,0412021Assets 2022: $1,425,699Liabilities 2022: $0Net Assets 2022: $1,425,6992022Assets 2023: $1,381,509Liabilities 2023: $0Net Assets 2023: $1,381,5092023Assets 2024: $1,378,841Liabilities 2024: $0Net Assets 2024: $1,378,8412024

Highlighted filing

2020

Assets$1,450,741
Liabilities$0
Net Assets$1,450,741
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $1,476,684Expenses 2019: $3,094Net Income 2019: $1,473,5902019Revenue 2020: $8,155Expenses 2020: $31,604Net Income 2020: -$23,4492020Revenue 2021: $40,185Expenses 2021: $33,941Net Income 2021: $6,2442021Revenue 2022: $19,953Expenses 2022: $51,240Net Income 2022: -$31,2872022Revenue 2023: $31,344Expenses 2023: $75,534Net Income 2023: -$44,1902023Revenue 2024: $52,338Expenses 2024: $84,330Net Income 2024: -$31,9922024

Highlighted filing

2020

Revenue$8,155
Expenses$31,604
Net Income-$23,449
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 8, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John E BroderickTrustee-$1,000-$1,000
Rochelle BroderickTrustee-$1,000-$1,000
Philip E BroderickTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Broderick Charitable Foundation Trust
EIN
84-6725611
Address
9225 Cascade Avenue 2204, West Des Moines, IA 50266

Signing Officer

Name
Philip E Broderick
Title
Trustee
Signed
2021-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Bradshaw Fowler Proctor and Fairgrav
Address
801 GRAND AVENUE STE 3700, DES MOINES, IA 50309
Preparer
Christine B Long
Phone
5152434191
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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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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Bradshaw Law Firm
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt011633
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011633
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bradshaw Law Firm - Administrative costs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Dallas County Recorder - Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Proration Adjustment paid at Sale
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3West Bank - Charges for Check Printing
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2278
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3195
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0600
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Adjustment for IRS Form 1023 Fee
TaxesSchedule/TaxesDetail/Amt02330
TaxesSchedule/TaxesDetail/CategoryTxt0Dallas County Treasurer
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip E Broderick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Broderick Charitable Foundation Trust
ReturnHeader/Filer/BusinessNameControlTxt0BROD
ReturnHeader/Filer/EIN0846725611
ReturnHeader/Filer/USAddress/AddressLine1Txt09225 Cascade Avenue 2204
ReturnHeader/Filer/USAddress/CityNm0West Des Moines
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050266
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421378302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADSHAW FOWLER PROCTOR AND FAIRGRAV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 GRAND AVENUE STE 3700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050309
ReturnHeader/PreparerPersonGrp/PhoneNum05152434191
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine B Long
ReturnHeader/ReturnTs02021-10-08T14:05:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Philip E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Broderick
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,450,741
Liabilities
$0
Net assets
$1,450,741
Revenue
$8,155
Expenses
$31,604
Net income
-$23,449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.03$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.04$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.01$0.03$0.02
2019Summary only. Only limited summary data is available for this year.$1.47$0.00$1.48$0.00$1.47