Civic Intelligence

The Brooke Foundation

990PF • Fiscal year 2021 • EIN 27-1077512

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 28, 2022

Organization Profile
3204 Fernway RoadMountain Brook, AL 35223

(205) 980-6713

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

1st percentile

-1062%

Higher net margin than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

2nd percentile

-30%

Faster asset growth than 2% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,538,403

Down $654,738 (-30%) from 2020

Net Assets

Down

$1,538,403

Down $654,738 (-30%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin1st percentile

Revenue

Down

$16,292

Down $199,672 (-92%) from 2020

Expenses

Down

$189,362

Down $138,402 (-42%) from 2020

Net Income

Down

-$173,070

Down $61,270 (-55%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $164,760Liabilities 2010: $0Net Assets 2010: $164,7602010Assets 2011: $169,665Liabilities 2011: $0Net Assets 2011: $169,6652011Assets 2012: $174,865Liabilities 2012: $0Net Assets 2012: $174,8652012Assets 2013: $159,785Liabilities 2013: $0Net Assets 2013: $159,7852013Assets 2014: $947,891Liabilities 2014: $0Net Assets 2014: $947,8912014Assets 2015: $992,294Liabilities 2015: $0Net Assets 2015: $992,2942015Assets 2016: $980,202Liabilities 2016: $0Net Assets 2016: $980,2022016Assets 2017: $888,580Liabilities 2017: $0Net Assets 2017: $888,5802017Assets 2018: $1,363,598Liabilities 2018: $0Net Assets 2018: $1,363,5982018Assets 2019: $2,118,518Liabilities 2019: $0Net Assets 2019: $2,118,5182019Assets 2020: $2,193,141Liabilities 2020: $0Net Assets 2020: $2,193,1412020Assets 2021: $1,538,403Liabilities 2021: $0Net Assets 2021: $1,538,4032021Assets 2022: $1,292,664Liabilities 2022: $0Net Assets 2022: $1,292,6642022Assets 2023: $1,531,970Liabilities 2023: $0Net Assets 2023: $1,531,9702023Assets 2024: $1,667,050Liabilities 2024: $0Net Assets 2024: $1,667,0502024

Highlighted filing

2021

Assets$1,538,403
Liabilities$0
Net Assets$1,538,403
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $5142012Revenue 2013: $71,673Expenses 2013: $86,753Net Income 2013: -$15,0802013Revenue 2014: $806,760Expenses 2014: $7,716Net Income 2014: $799,0442014Revenue 2015: $122,647Expenses 2015: $77,760Net Income 2015: $44,8872015Revenue 2016: $22,564Expenses 2016: $89,820Net Income 2016: -$67,2562016Revenue 2017: $56,957Expenses 2017: $65,332Net Income 2017: -$8,3752017Revenue 2018: $646,224Expenses 2018: $25,927Net Income 2018: $620,2972018Revenue 2019: $117,266Expenses 2019: $25,718Net Income 2019: $91,5482019Revenue 2020: $215,964Expenses 2020: $327,764Net Income 2020: -$111,8002020Revenue 2021: $16,292Expenses 2021: $189,362Net Income 2021: -$173,0702021Revenue 2022: $16,571Expenses 2022: $3,046Net Income 2022: $13,5252022Revenue 2023: $18,017Expenses 2023: $30,073Net Income 2023: -$12,0562023Revenue 2024: $15,121Expenses 2024: $3,387Net Income 2024: $11,7342024

Highlighted filing

2021

Revenue$16,292
Expenses$189,362
Net Income-$173,070
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 28, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
F DIXON BROOKE JRDirector/President-$0--
DELL S BROOKEDirector/Chairman-$0--
F DIXON BROOKE IIIDirector/Treasurer-$0--
NELSON O'HARA BROOKEDirector/Vice President-$0--
CARTER BROOKE VANNDirector/Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRENAISSANCE CHARITABLE FOUNDATION INCSUPPORT FOR THE ORGANIZATION.PCINDIANOPOLIS, IN, US$187,886
Filing and Contact Details

Filer

Filer Name
The Brooke Foundation
EIN
27-1077512
Phone
2059806713
Address
3204 FERNWAY ROAD, MOUNTAIN BROOK, AL 35223

Signing Officer

Name
Dell S Brooke
Title
Chairman
Phone
2059806713
Signed
2022-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Borland Benefield Pc
Address
800 SHADES CREEK PARKWAY - SUITE, 875, BIRMINGHAM, AL 35209
Preparer
Susan R Waller CPA
Phone
2058027212
Raw XML Appendix304 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/ContributingManagerNm2F DIXON BROOKE III
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0187886
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RENAISSANCE CHARITABLE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08910 PURDUE RD SUITE 555
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INDIANOPOLIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046268
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0187886
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt089511
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0211755
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0310130
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt098375
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0211755
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0187886
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt098375
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0310130
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0211755
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0289651
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CASH SURRENDER VALUE - LIFE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0294729
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0294729
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0664998
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE PREMIUM EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01476
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05078
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INCREASE IN CSV- LIFE INS. POLICIES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05078
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0183330
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON DONATED PROPERTY
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DELL S BROOKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02059806713
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BROOKE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0271077512
ReturnHeader/Filer/PhoneNum02059806713
ReturnHeader/Filer/USAddress/AddressLine1Txt03204 FERNWAY ROAD
ReturnHeader/Filer/USAddress/CityNm0MOUNTAIN BROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035223
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630721243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BORLAND BENEFIELD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 SHADES CREEK PARKWAY - SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0875
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035209
ReturnHeader/PreparerPersonGrp/PhoneNum02058027212
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R WALLER CPA
ReturnHeader/ReturnTs02022-11-01T10:04:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DELL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROOKE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,538,403
Liabilities
$0
Net assets
$1,538,403
Revenue
$16,292
Expenses
$189,362
Net income
-$173,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.02$0.00$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.02$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.02$0.00$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.02$0.19$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.22$0.33$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.12$0.03$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.65$0.03$0.62
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.06$0.07$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.02$0.09$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.12$0.08$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.81$0.01$0.80
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.07$0.09$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00