Civic Intelligence

Broeksmit Family Foundation

EIN 20-0532423 • Albany, NY

PO Box 10879Albany, NY 12201
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Net Margin

17th percentile

-134%

Higher net margin than 17% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

96%

Faster revenue growth than 75% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$649,154

Down $25,400 (-3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$649,154

Down $25,400 (-3.8%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin17th percentile

Revenue

Up

$18,942

Up $9,284 (+96%) from 2023

Expenses

Down

$44,342

Down $8,481 (-16%) from 2023

Net Income

Up

-$25,400

Up $17,765 (+41%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$800K$600K$400K$200K$0Assets 2016: $659,344Liabilities 2016: $0Net Assets 2016: $659,3442016Assets 2018: $631,218Liabilities 2018: $0Net Assets 2018: $631,2182018Assets 2019: $602,475Liabilities 2019: $0Net Assets 2019: $602,4752019Assets 2020: $564,226Liabilities 2020: $0Net Assets 2020: $564,2262020Assets 2021: $533,139Liabilities 2021: $0Net Assets 2021: $533,1392021Assets 2022: $717,719Liabilities 2022: $0Net Assets 2022: $717,7192022Assets 2023: $674,554Liabilities 2023: $0Net Assets 2023: $674,5542023Assets 2024: $649,154Liabilities 2024: $0Net Assets 2024: $649,1542024

Highlighted filing

2024

Assets$649,154
Liabilities$0
Net Assets$649,154
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $284,224Expenses 2016: $19,770Net Income 2016: $264,4542016Revenue 2018: $10,737Expenses 2018: $33,119Net Income 2018: -$22,3822018Revenue 2019: $9,339Expenses 2019: $38,082Net Income 2019: -$28,7432019Revenue 2020: $7,955Expenses 2020: $46,204Net Income 2020: -$38,2492020Revenue 2021: $9,006Expenses 2021: $40,093Net Income 2021: -$31,0872021Revenue 2022: $227,274Expenses 2022: $42,694Net Income 2022: $184,5802022Revenue 2023: $9,658Expenses 2023: $52,823Net Income 2023: -$43,1652023Revenue 2024: $18,942Expenses 2024: $44,342Net Income 2024: -$25,4002024

Highlighted filing

2024

Revenue$18,942
Expenses$44,342
Net Income-$25,400
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$649,154
Liabilities
$0
Net assets
$649,154
Revenue
$18,942
Expenses
$44,342
Net income
-$25,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.19$0.44$0.25
2023Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.10$0.53$0.43
2022Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$2.27$0.43$1.85
2021Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.09$0.40$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.08$0.46$0.38
2019Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.09$0.38$0.29
2018Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.11$0.33$0.22
2016Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$2.84$0.20$2.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLA BROEKSMITPresident-$0--
ALESSA HESSDirector-$0--
KATHERINE BROEKSMITDirector-$0--
Filing and Contact Details

Filer

Filer Name
Broeksmit Family Foundation
EIN
20-0532423
In Care Of
% ALLA BROEKSMIT
Phone
5184528050
Address
PO Box 10879, Albany, NY 12201

Signing Officer

Name
Alla Broeksmit
Title
President
Phone
5184528050
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Independent Family Office LLC
Address
677 Broadway 7th Floor, Albany, NY 12207
Preparer
Jayne M Miller
Phone
5184528050
Raw XML Appendix345 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/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SOLOMON R GUGGENHEIM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WILLIAM A FARNSWORTH LIBRARY AND ART MUSEUM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Asia Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6The Jewish Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7American Foundation for Suicide Prevention
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08 WEST 8TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt162 EAST 92ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2520 WEST 27TH STREET 404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31071 FIFTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt416 MUSEUM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5725 Park Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61109 Fifth Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7199 Water Street 11th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ROCKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1101281398
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2100015548
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd404841
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710038
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037956
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/AppliedToCurrentYearAmt037956
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010443
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02222
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015707
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04989
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01948
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037023
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08651
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010443
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02222
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015707
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037956
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038971
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042012
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BOND, SCHOENECK & KING
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02130
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PUBLIC NOTICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03603
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33603
OtherIncomeSchedule2/OtherIncomeDetail/Desc02023 Overpayment Applied
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt018
TaxesSchedule/TaxesDetail/Amt018
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL OVERPAYMENT 2023
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLA BROEKSMIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05184528050
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Broeksmit Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BROE
ReturnHeader/Filer/EIN0200532423
ReturnHeader/Filer/InCareOfNm0% ALLA BROEKSMIT
ReturnHeader/Filer/PhoneNum05184528050
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 10879
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Independent Family Office LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0677 Broadway 7th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012207
ReturnHeader/PreparerPersonGrp/PhoneNum05184528050
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jayne M Miller
ReturnHeader/ReturnTs02025-08-29T14:33:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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