Civic Intelligence

The Brookby Foundation

EIN 38-3202330 • Milwaukee, WI

1313 N Franklin Place Unit 2002Milwaukee, WI 53202
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

2nd percentile

-207%

Higher net margin than 2% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

68th percentile

$60,000

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

9th percentile

-8.2%

Faster asset growth than 9% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-29%

Faster revenue growth than 9% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$30,658,999

Down $2,724,493 (-8.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$30,658,999

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue15th percentileNet Margin2nd percentile

Revenue

Down

$1,247,487

Down $514,653 (-29%) from 2023

Expenses

Up

$3,829,453

Up $362,492 (+10%) from 2023

Net Income

Down

-$2,581,966

Down $877,145 (-51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$60M$40M$20M$0Assets 2011: $4,097,146Liabilities 2011: $02011Assets 2012: $9,095,792Liabilities 2012: $02012Assets 2013: $34,661,243Liabilities 2013: $6202013Assets 2014: $35,641,131Liabilities 2014: $02014Assets 2015: $39,441,289Liabilities 2015: $1Net Assets 2015: $39,441,2892015Assets 2016: $39,705,422Liabilities 2016: $0Net Assets 2016: $39,705,4222016Assets 2017: $41,494,346Liabilities 2017: $91Net Assets 2017: $41,494,2552017Assets 2019: $39,537,529Liabilities 2019: $1Net Assets 2019: $39,537,5292019Assets 2020: $37,842,320Liabilities 2020: $1Net Assets 2020: $37,842,3202020Assets 2021: $37,403,383Liabilities 2021: $1Net Assets 2021: $37,403,3832021Assets 2022: $35,087,745Liabilities 2022: $1Net Assets 2022: $35,087,7452022Assets 2023: $33,383,492Liabilities 2023: $12023Assets 2024: $30,658,999Liabilities 2024: $0Net Assets 2024: $30,658,9992024

Highlighted filing

2024

Assets$30,658,999
Liabilities$0
Net Assets$30,658,999
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $153,347Expenses 2011: $426,605Net Income 2011: -$273,2582011Revenue 2012: $5,054,191Expenses 2012: $315,476Net Income 2012: $4,738,7152012Revenue 2013: $26,577,864Expenses 2013: $1,022,076Net Income 2013: $25,555,7882013Revenue 2014: $2,306,134Expenses 2014: $1,327,825Net Income 2014: $978,3092014Revenue 2015: $5,697,787Expenses 2015: $1,897,628Net Income 2015: $3,800,1592015Revenue 2016: $3,075,940Expenses 2016: $2,811,807Net Income 2016: $264,1332016Revenue 2017: $4,209,078Expenses 2017: $2,420,245Net Income 2017: $1,788,8332017Revenue 2019: $1,352,664Expenses 2019: $2,703,588Net Income 2019: -$1,350,9242019Revenue 2020: $806,335Expenses 2020: $2,523,091Net Income 2020: -$1,716,7562020Revenue 2021: $2,854,900Expenses 2021: $3,314,175Net Income 2021: -$459,2752021Revenue 2022: $1,274,022Expenses 2022: $3,557,804Net Income 2022: -$2,283,7822022Revenue 2023: $1,762,140Expenses 2023: $3,466,961Net Income 2023: -$1,704,8212023Revenue 2024: $1,247,487Expenses 2024: $3,829,453Net Income 2024: -$2,581,9662024

Highlighted filing

2024

Revenue$1,247,487
Expenses$3,829,453
Net Income-$2,581,966
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$30,658,999
Liabilities
$0
Net assets
$30,658,999
Revenue
$1,247,487
Expenses
$3,829,453
Net income
-$2,581,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$1.25$3.83$2.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$0.00$1.76$3.47$1.70
2022Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$1.27$3.56$2.28
2021Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$2.85$3.31$0.46
2020Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$0.81$2.52$1.72
2019Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$1.35$2.70$1.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.5$0.00$41.5$4.21$2.42$1.79
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.7$0.00$39.7$3.08$2.81$0.26
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.4$0.00$39.4$5.70$1.90$3.80
2014Summary only. Only limited summary data is available for this year.$35.6$0.00$2.31$1.33$0.98
2013Summary only. Only limited summary data is available for this year.$34.7$0.00$26.6$1.02$25.6
2012Summary only. Only limited summary data is available for this year.$9.10$0.00$5.05$0.32$4.74
2011Summary only. Only limited summary data is available for this year.$4.10$0.00$0.15$0.43$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL GREENEYManaging DirectorFT$60,000-$60,000
WENDY GREENEYPresident/SecretaryPT$0--
PAUL GREENEYVice President/TreasurerPT$0--
JONATHAN GREENEYBoard Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Brookby Foundation
EIN
38-3202330
In Care Of
% KELLY JORGENSEN
Phone
2624780629
Address
1313 N Franklin Place Unit 2002, Milwaukee, WI 53202

Signing Officer

Name
Wendy Greeney
Title
President
Phone
2624780629
Signed
2025-08-15

Preparer

Firm
Bdo USA
Address
200 OTTAWA AVE NW STE 300, GRAND RAPIDS, MI 49503
Preparer
Kelli Olson
Phone
6167747000
Raw XML AppendixShowing 400 of 1,733 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05142
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05143
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt09680272
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt09762571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt019756623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt041728259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BGLP PARTNERSHIP INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0291132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01123965
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0117938
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01245617
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01123974
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2581966
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02613490
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0120305
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01064624
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt046013
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt046013
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09203
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01384
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt026697
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0149271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0149271
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt028510
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt028510
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0611
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0611
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt023867
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt038367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03619178
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0179665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03829453
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01244289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01247487
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0154572
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0179665
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0364847
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05093
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt093562
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GREENLEAF TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0120305
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2581966
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0142527
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt030801526
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt033383492
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt030658999
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02504824
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02504824
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02504824
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01313 N FRANKLIN PLACE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WENDY GREENEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAUL GREENEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DANIEL GREENEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JONATHAN GREENEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2MANAGING DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3BOARD TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01313 N Franklin Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11313 N Franklin Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21313 N Franklin Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31313 N Franklin Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0Unit 2002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1Unit 2002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt2Unit 2002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt3Unit 2002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT REQUESTS ARE REVIEWED THREE (3) TIMES EACH YEAR. ALL GRANT REQUESTS SHALL BE INITIATED WITH A LETTER OF INQUIRY (LOI) USING THE ONLINE GRANT PORTAL. A REVIEW OF THE LOI WILL DETERMINE IF THE REQUEST ALIGNS WITH OUR GRANTMAKING STRATEGIES. LOI SHOULD BE SUBMITTED BY THE DATES BELOW, IN ACCORDANCE WITH OUR GRANT CYCLE. SPRING REVIEW IS RESTRICTED TO EDITH BLODGETT LEGACY FUND REQUESTS. ONLY FORMER BLODGETT FOUNDATION GRANTEES ARE ELIGIBLE TO APPLY DURING THE SPRING REVIEW CYCLE. NEW APPLICANTS ARE ONLY ELIGIBLE TO APPLY DURING THE SUMMER AND WINTER REVIEW CYCLES. APPLICANTS MAY REQUEST FUNDING ONCE PER CALENDAR YEAR. IF LOI IS APPROVED, A FULL APPLICATION WITH SUPPORTING DOCUMENTS WILL BE REQUESTED. APPLICANTS WILL BE NOTIFIED IF ANY ADDITIONAL INFORMATION IS REQUIRED PRIOR TO REVIEW MEETING.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE BROOKBY FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0IMAGINE CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1Accelerating Farmland and Water Quality Protection in Northwest Lower Michigan
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2FRIENDS OF FARMING & PALMER WOODS ADDITION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3Campaign for the Future
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4Launching the Research Vessel Maggi Sue & Brookby Scholarships in Water Literacy
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5FIERCE Leadership Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt6Kent School Services Network
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt7Bringing Alternative Conservation Funding & Financing to Wisconsin: A two-year proposal
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt8GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt9FORGING AHEAD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt10MAKING PROUD CHOICES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt11NURSE EXAMINER
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt12ACCELERATING FARMLAND AND WATER QUALITY PROTECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt13SCHOLARSHIP PROGRAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3Inland Seas Education Association
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt6DA Blodgett - St John's
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt7Gathering Waters
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt8Grandville Avenue Arts & Humanities
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt9Mote Marine Laboratory
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt10Planned Parenthood of Michigan
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt11YWCA West Central Michigan
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt12Conservation Resource Alliance
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt13Grand Rapids Civic Theater
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