Civic Intelligence

Brookfield Us Foundation Inc

990 • Fiscal year 2011 • EIN 27-1116231

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 03, 2012

200 Donald Lynch Boulevard No 30001752
Siviq Scores

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

Liabilities / Assets

71st percentile

0.07x

Higher debt load relative to assets than 71% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$294,558

No earlier filing loaded for comparison.

Net Assets

$275,323

No earlier filing loaded for comparison.

Liabilities

$19,235

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$221,767

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $294,558Liabilities 2011: $19,235Net Assets 2011: $275,3232011Assets 2012: $320,720Liabilities 2012: $18,294Net Assets 2012: $302,4262012Assets 2013: $392,726Liabilities 2013: $10,705Net Assets 2013: $382,0212013Assets 2014: $3,875Liabilities 2014: $3,336Net Assets 2014: $5392014

Highlighted filing

2011

Assets$294,558
Liabilities$19,235
Net Assets$275,323

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $221,7672011Expenses 2012: $366,1772012Revenue 2013: $390,707Expenses 2013: $311,112Net Income 2013: $79,5952013Revenue 2014: $3,107Expenses 2014: $384,589Net Income 2014: -$381,4822014

Highlighted filing

2011

Revenue-
Expenses$221,767
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 3, 2012
Return Version
2011v1.2
Gross Receipts
$469,887
Mission and Program Overview

Mission

To support activities undertaken by established charitable organizations that are tax-exempt under section 501(c)(3) of the internal revenue code in two program areas:1) helping people meet their basic human needs. The foundation supports other charitable organizations which either directly provide, and/or work with end users to increase their capacity to obtain the following:a) food and water; b) shelter; c) clothing; d) residential heating or cooling; and e) medical wellness (including medical research)2) environmental education and stewardship. The brookfield u.s. Foundation supports other charitable organizations that engage in the following areas: a) advance the awareness of environmental beauty, challenges, opportunities for improvement; b) bring multiple stakeholders together to undertake projects designed to improve the local environment while also enhancing local understanding of that environment.

Filing and Contact Details

Filer

EIN
27-1116231
Raw XML AppendixShowing 400 of 471 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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IRS990/ActivityOrMissionDescription0THE BROOKFIELD U.S. FOUNDATION ("FOUNDATION") SUPPORTS ACTIVITIES UNDERTAKEN BY ESTABLISHED CHARITABLE ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("OTHER CHARITABLE ORGANIZATIONS") IN TWO PROGRAM AREAS:1) HELPING PEOPLE MEET THEIR BASIC HUMAN NEEDS. THE FOUNDATION SUPPORTS OTHER CHARITABLE ORGANIZATIONS WHICH EITHER DIRECTLY PROVIDE, AND/OR WORK WITH END USERS TO INCREASE THEIR CAPACITY TO OBTAIN THE FOLLOWING: A) FOOD AND WATER; B) SHELTER; C) CLOTHING; D) RESIDENTIAL HEATING OR COOLING; AND E) MEDICAL WELLNESS (INCLUDING MEDICAL RESEARCH)2) ENVIRONMENTAL EDUCATION AND STEWARDSHIP. THE BROOKFIELD U.S. FOUNDATION SUPPORTS OTHER CHARITABLE ORGANIZATIONS THAT ENGAGE IN THE FOLLOWING AREAS: A) ADVANCE THE AWARENESS OF ENVIRONMENTAL BEAUTY, CHALLENGES, OPPORTUNITIES FOR IMPROVEMENT; (CONTINUED ON PAGE 3 OF SCHEDULE O)
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. DONORS MAY DEDUCT CONTRIBUTIONS MADE TO THE FOUNDATION WITHIN THE INTERNAL REVENUE CODE REGULATIONS. THERE ARE NO UNRECOGNIZED TAX BENEFITS AND TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS FOR THE STANDARD THREE YEAR STATUTE OF LIMITATIONS.
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE FOUNDATION REQUIRES THAT EACH APPLICANT PROVIDE A MAXIMUM FIVE PAGE APPLICATION LETTER, WHICH MUST INCLUDE THE INFORMATION LISTED BELOW. 1) CONTACT NAME, ADDRESS, PHONE AND FAX NUMBERS, AND EMAIL 2) A BRIEF DESCRIPTION OF: A) THE AMOUNT OF MONEY BEING REQUESTED; B) YOUR ORGANIZATION'S HISTORY AND MISSION STATEMENT; C) A DESCRIPTION OF THE CLIENTS WHO WILL BENEFIT FROM THE PROGRAM OR SERVICE; D) AN INDICATION OF THE SUCCESS RATE OF PROGRAM PARTICIPANTS; E) THE NUMBER OF CLIENTS WHO WILL BE IMPACTED; F) A DESCRIPTION OF WHAT THE FUNDS WILL BE USED FOR; G) A DESCRIPTION OF THE TIME FRAME THE FUNDS ARE NEEDED AND WILL BE EXPENDED; H) A DESCRIPTION OF THE NEEDS YOUR ORGANIZATION OR PROGRAM SERVES. 3) A COPY OF THE ORGANIZATION'S 501(C)(3) DETERMINATION LETTER FROM THE IRS AS WELL AS A LETTER ADDRESSED TO THE FOUNDATION INDICATING THAT THE 501(C)(3) DETERMINATION LETTER IS STILL IN EFFECT AND THAT THE ORGANIZATION IS NOT UNDER EXAMINATION BY THE IRS. 4) A PROJECT OR PROGRAM BUDGET DETAILING EXPENSES AND ANTICIPATED INCOME SOURCES. 5) A CURRENT LIST OF BUSINESS AND FOUNDATION DONORS AND THEIR CONTRIBUTION LEVELS. THE FOUNDATION WILL USE THIS APPLICATION TO MAKE FUNDING DECISIONS. PRIOR TO GRANTING FUNDS, THE CHARITABLE ORGANIZATION WILL BE PROVIDED WITH A UNIQUE GRANT AWARD LETTER TAILORED TO THE PROJECT FOR WHICH THE FUNDS ARE ALLOCATED AND DETAILING THE AWARD CONDITIONS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
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IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO PURCHASE HEATING FUEL AND FOOD FOR FAMILIES IN NEED IN THE BERLIN/GORHAM, NH AREA.
IRS990ScheduleI/RecipientTable/PurposeOfGrant1PROVIDE FOOD FOR SUMMER LUNCH PROGRAM FOR CHILDREN WHO RECEIVE FREE OR REDUCED COST LUNCH DURING THE SCHOOL YEAR.
IRS990ScheduleI/RecipientTable/PurposeOfGrant2RESPONSE TO HURRICANE IRENE FLOODING AND DAMAGE.
IRS990ScheduleI/RecipientTable/PurposeOfGrant3FOR PROCURING AND DISTRIBUTING FOOD AND PERSONAL CARE ITEMS TO THE UNDER RESOURCED IN THE GREATER MASSENA REGION THROUGH EXISTING AGENCIES.
IRS990ScheduleI/RecipientTable/PurposeOfGrant4RESPONSE TO HURRICANE IRENE FLOODING AND DAMAGE.
IRS990ScheduleI/RecipientTable/PurposeOfGrant5TO SUPPORT THANKSGIVING AND CHRISTMAS FOOD PROGRAMS AND WINTER COATS PROGRAM.
IRS990ScheduleI/RecipientTable/PurposeOfGrant6TO SUPPORT THANKSGIVING AND CHRISTMAS FOOD PROGRAMS AND WINTER COATS PROGRAM.
IRS990ScheduleI/RecipientTable/PurposeOfGrant7TO IMPROVE SAFETY (PAVED PARKING LOT & DRIVEWAY) AT SHELTER FOR HOMELESS WOMEN & CHILDREN.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10TRI-COUNTY COMMUNITY ACTION PROGRAM
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11MARLBOROUGH REGIONAL CHAMBER OF COMMERCE FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine12MARY LYON EDUCATIONAL FUND INC
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine13NORTHERN NY COMPASSION COALITION
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine14WEST COUNTY RELIEF FUNDCENTRAL CONNECTICUT RIVER VALLEY INSTITUTE INC
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine15THE FAMILY RESOURCE CENTER AT GORHAM
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine16KATAHDIN AREA TRANSITION TEAMEMCC
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine17CHADWICK RESIDENCE
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IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION DOES NOT HAVE A SEPARATE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation1PRIOR TO FILING, THE FORM 990 IS SUBMITTED TO THE FULL BOARD FOR REVIEW. ONCE ALL COMMENTS AND SUGGESTIONS HAVE BEEN ADDRESSED AND THE FORM 990 IS APPROVED, THE FORM 990 IS THEN SUBMITTED FOR FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ("INTERESTED PERSONS") ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AS SOON AS HE OR SHE BECOMES AWARE OF SUCH CONFLICT, AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE INDEPENDENT BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. PERIODIC REVIEWS AT MINIMUM SHOULD INCLUDE THE FOLLOWING SUBJECTS: A) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND THE FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. IN ADDITION, THE FORM 990 WILL BE AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE.
IRS990ScheduleO/GeneralExplanation/Explanation4B) BRING MULTIPLE STAKEHOLDERS TOGETHER TO UNDERTAKE PROJECTS DESIGNED TO IMPROVE THE LOCAL ENVIRONMENT WHILE ALSO ENHANCING LOCAL UNDERSTANDING OF THAT ENVIRONMENT. THE FOUNDATION RAISES FUNDS TO BE DONATED TO OTHER CHARITABLE ORGANIZATIONS. IT IS THESE OTHER CHARITABLE ORGANIZATIONS WHICH CONDUCT THE ACTIVITIES OUTLINED IN THE TWO PROGRAM AREAS. THE EXEMPT STATUS OF THE FOUNDATION ENABLES US TO RAISE FUNDS AND AGGREGATE FUNDING IN DONATIONS TO OTHER CHARITABLE ORGANIZATIONS WITH A PROVEN RECORD OF ACHIEVING RESULTS.
IRS990ScheduleO/GeneralExplanation/Explanation5A) FOOD AND WATER; B) SHELTER; C) CLOTHING; D) RESIDENTIAL HEATING OR COOLING; AND E) MEDICAL WELLNESS (INCLUDING MEDICAL RESEARCH) 2) ENVIRONMENTAL EDUCATION AND STEWARDSHIP. THE BROOKFIELD U.S. FOUNDATION SUPPORTS OTHER CHARITABLE ORGANIZATIONS THAT ENGAGE IN THE FOLLOWING AREAS: A) ADVANCE THE AWARENESS OF ENVIRONMENTAL BEAUTY, CHALLENGES, OPPORTUNITIES FOR IMPROVEMENT; B) BRING MULTIPLE STAKEHOLDERS TOGETHER TO UNDERAKE PROJECTS DESIGNED TO IMPROVE THE LOCAL ENVIRONMENT WHILE ALSO ENHANCING LOCAL UNDERSTANDING OF THAT ENVIRONMENT. THE FOUNDATION RAISES FUNDS TO BE DONATED TO OTHER CHARITABLE ORGANIZATIONS. IT IS THESE OTHER CHARITABLE ORGANIZATIONS WHICH CONDUCT THE ACTIVITIES OUTLINED IN THE TWO PROGRAM AREAS. THE EXEMPT STATUS OF THE FOUNDATION ENABLES US TO RAISE FUNDS AND AGGREGATE FUNDING IN DONATIONS TO OTHER CHARITABLE ORGANIZATIONS WITH A PROVEN RECORD OF ACHIEVING RESULTS.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTINUATION OF MISSION STATEMENT:
IRS990ScheduleO/GeneralExplanation/Identifier1CONTINUATION OF MISSION STATEMENT:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART I, LINE 1:
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART III, LINE 1:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine10C/O 200 DONALD LYNCH BOULEVARD STE
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine11200 DONALD LYNCH BLVD SUITE 300
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City0MARLBOROUGH
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City1MARLBOROUGH
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State0MA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State1MA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode001752
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode1017524207
IRS990ScheduleR/Form990ScheduleRPartIV/EIN0200834708
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileForeignCountry0CA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState0DE
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine10BROOKFIELD RENEWABLE POWER INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine11BROOKFIELD POWER US HOLDING AMERICA CO
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity0ENERGY RENEWAL
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity1UTILITIES
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity0C
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity1C
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg01
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg01
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MA
IRS990/StatesWhereCopyOfReturnIsFiled0NY
IRS990/StatesWhereCopyOfReturnIsFiled1MA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10200 DONALD LYNCH BOULEVARD STE 300
IRS990/TheBooksAreInCareOf/AddressUS/City0MARLBOROUGH
IRS990/TheBooksAreInCareOf/AddressUS/State0MA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode001752
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10LISA ZAREK
IRS990/TheBooksAreInCareOf/TelephoneNumber05082517650
IRS990/TotalAssets/BOY0134684
IRS990/TotalAssetsBOY0134684

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