Civic Intelligence

The Brookby Foundation

990PF • Fiscal year 2023 • EIN 38-3202330

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

Organization Profile
1313 N Franklin Place Unit 2002Milwaukee, WI 53202

(262) 478-0629

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

7th percentile

-97%

Higher net margin than 7% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$60,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

14th percentile

-4.9%

Faster asset growth than 14% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$33,383,492

Down $1,704,253 (-4.9%) from 2022

Net Assets

Down

$33,383,492

Down $1,704,253 (-4.9%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin7th percentile

Revenue

Up

$1,762,140

Up $488,118 (+38%) from 2022

Expenses

Down

$3,466,961

Down $90,843 (-2.6%) from 2022

Net Income

Up

-$1,704,821

Up $578,961 (+25%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$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: $1Net Assets 2023: $33,383,4922023Assets 2024: $30,658,999Liabilities 2024: $0Net Assets 2024: $30,658,9992024

Highlighted filing

2023

Assets$33,383,492
Liabilities$1
Net Assets$33,383,492
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$1,762,140
Expenses$3,466,961
Net Income-$1,704,821
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL GREENEYManaging DirectorFT$60,000-$60,000
WENDY GREENEYPresident/Secretary-$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
2024-11-01
Discuss with paid preparer
Yes

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 1,560 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,383,492
Liabilities
$1
Net assets
$33,383,492
Revenue
$1,762,140
Expenses
$3,466,961
Net income
-$1,704,821
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
2023Detailed filing. Detailed filing data is available for this year.$33.4$0.00$33.4$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