Civic Intelligence

Brown Wilcox Trustees Co

EIN 39-0806176 • 501(c)3 • Berlin, WI

Profile

CARE OF THE ELDERLY

PO Box 150Berlin, WI 54923

brownwilcox.org

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

14th percentile

-18%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

23rd percentile

-3.6%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-8.0%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$6,406,376

Up $887,262 (+16%) from 2022

Liabilities

Up

-$73

Up $1,787 (+96%) from 2022

Net Assets

Up

$6,406,449

Up $885,475 (+16%) from 2022

Revenue

Up

$2,273,585

Up $210,171 (+10%) from 2022

Expenses

Up

$1,388,110

Up $331,517 (+31%) from 2022

Net Income

Down

$885,475

Down $121,346 (-12%) from 2022

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $3,209,599Liabilities 2010: $1,554Net Assets 2010: $3,208,0452010Assets 2011: $3,165,630Liabilities 2011: $984Net Assets 2011: $3,164,6462011Assets 2012: $3,227,540Liabilities 2012: $2,092Net Assets 2012: $3,225,4482012Assets 2013: $3,068,985Liabilities 2013: $1,519Net Assets 2013: $3,067,4662013Assets 2014: $5,156,325Liabilities 2014: $1,481Net Assets 2014: $5,154,8442014Assets 2015: $5,195,090Liabilities 2015: $8,611Net Assets 2015: $5,186,4792015Assets 2016: $5,068,452Liabilities 2016: $2,505Net Assets 2016: $5,065,9472016Assets 2017: $5,009,391Liabilities 2017: $5,532Net Assets 2017: $5,003,8592017Assets 2018: $4,903,024Liabilities 2018: $1,896Net Assets 2018: $4,901,1282018Assets 2019: $4,739,519Liabilities 2019: $2,053Net Assets 2019: $4,737,4662019Assets 2020: $4,568,633Liabilities 2020: -$3,033Net Assets 2020: $4,571,6662020Assets 2021: $4,512,293Liabilities 2021: -$1,860Net Assets 2021: $4,514,1532021Assets 2022: $5,519,114Liabilities 2022: -$1,860Net Assets 2022: $5,520,9742022Assets 2023: $6,406,376Liabilities 2023: -$73Net Assets 2023: $6,406,4492023

Latest loaded filing

2023

Assets$6,406,376
Liabilities-$73
Net Assets$6,406,449

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $531,8662010Expenses 2011: $580,8732011Revenue 2012: $688,554Expenses 2012: $627,752Net Income 2012: $60,8022012Revenue 2013: $506,003Expenses 2013: $663,985Net Income 2013: -$157,9822013Revenue 2014: $2,893,223Expenses 2014: $805,845Net Income 2014: $2,087,3782014Revenue 2015: $939,456Expenses 2015: $907,821Net Income 2015: $31,6352015Revenue 2016: $825,406Expenses 2016: $945,938Net Income 2016: -$120,5322016Revenue 2017: $807,153Expenses 2017: $869,241Net Income 2017: -$62,0882017Revenue 2018: $737,702Expenses 2018: $840,433Net Income 2018: -$102,7312018Revenue 2019: $730,646Expenses 2019: $894,308Net Income 2019: -$163,6622019Revenue 2020: $779,924Expenses 2020: $945,724Net Income 2020: -$165,8002020Revenue 2021: $839,007Expenses 2021: $896,520Net Income 2021: -$57,5132021Revenue 2022: $2,063,414Expenses 2022: $1,056,593Net Income 2022: $1,006,8212022Revenue 2023: $2,273,585Expenses 2023: $1,388,110Net Income 2023: $885,4752023

Latest loaded filing

2023

Revenue$2,273,585
Expenses$1,388,110
Net Income$885,475

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.41$0.00$6.41$2.27$1.39$0.89
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$0.00$5.52$2.06$1.06$1.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.51$0.00$4.51$0.84$0.90$0.06
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.57$0.00$4.57$0.78$0.95$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.00$4.74$0.73$0.89$0.16
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.00$4.90$0.74$0.84$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.01$5.00$0.81$0.87$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.00$5.07$0.83$0.95$0.12
2015Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.01$5.19$0.94$0.91$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.00$5.15$2.89$0.81$2.09
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.07$0.00$3.07$0.51$0.66$0.16
2012Summary only. Only limited summary data is available for this year.$3.23$0.00$3.23$0.69$0.63$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.00$3.16$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$0.00$3.21$0.53
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Gross Receipts
$3,224,959
Mission and Program Overview

Mission

CARE OF THE ELDERLY

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,514,153$5,520,974▲ $1,006,821
Land, Buildings, and Equipment, Net$713,333$2,897,257▲ $2,183,924
Investments in Publicly Traded Securities$3,562,697$2,413,989▼ $1,148,708
Savings and Temporary Cash Investments$40,487$100,070▲ $59,583
Accounts Receivable$188,855$98,151▼ $90,704
Cash and Non-Interest-Bearing Accounts$6,921$9,647▲ $2,726
Total Assets$4,512,293$5,519,114▲ $1,006,821
Liabilities
Accounts Payable and Accrued Expenses$-1,860$-1,860→ $0
Total Liabilities$-1,860$-1,860→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,514,153$5,520,974▲ $1,006,821
Total Liabilities and Net Assets / Fund Balance$4,512,293$5,519,114▲ $1,006,821

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,897,257$2,220,000$5,117,257
Compensation and Service Providers

Board Members and Trustees

NameTitle
John FerenPresident
Dale KuklinskiDirector
Gerald BellaSecretary
Jeff WalkerTreasurer
Sue LabudaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$41,694
Program Service Revenue
$384,596
Investment Income
$1,637,124
Other Revenue
$0
All Other Contributions
$15,775
Change in Net Assets
$1,006,821
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$728,257
Other Expenses$328,336
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$670,303--$670,303
Depreciation Depletion$60,000--$60,000
Insurance$54,781--$54,781
Payroll Taxes$51,278--$51,278
Occupancy$42,660--$42,660
Fees for Services Accounting$30,000--$30,000
All Other Expenses$18,778--$18,778
Other Expenses$15,491--$15,491
Office Expenses$8,101--$8,101
Pension Plan Contributions$6,676--$6,676
Advertising$3,161--$3,161
Fees for Services Legal$2,240--$2,240
Total Functional Expenses$1,056,593$0$0$1,056,593
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Brown Wilcox Trustees Co
EIN
39-0806176
Phone
9203612605
Address
PO BOX 150, BERLIN, WI 54923

Signing Officer

Name
John Feren
Title
President
Phone
9203612605
Signed
2023-05-11

Organization Details

Principal Officer
John Feren
Voting Board Members
5
Independent Board Members
5
Employees
22

Preparer

Firm
Peter Mauel CPA
Address
110 S PEARL ST, BERLIN, WI 54923
Preparer
Peter Mauel
Phone
9203612605
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

28 residents were cared for by brown wilcox trustees company during the year.

Raw XML Appendix302 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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IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt028 RESIDENTS WERE CARED FOR BY BROWN WILCOX TRUSTEES COMPANY DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990/TotalLiabilitiesGrp/BOYAmt0-1860
IRS990/TotalLiabilitiesGrp/EOYAmt0-1860
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04514153
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05520974
IRS990/TotalOtherProgSrvcExpenseAmt01056593
IRS990/TotalProgramServiceExpensesAmt01056593
IRS990/TotalProgramServiceRevenueAmt0384596
IRS990/TotalRevenueGrp/ExclusionAmt0557004
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01464716
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02063414
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04512293
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05519114
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0BROWNWILCOX.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FEREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09203612605
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROWN WILCOX TRUSTEES CO
ReturnHeader/Filer/BusinessNameControlTxt0BROW
ReturnHeader/Filer/EIN0390806176
ReturnHeader/Filer/PhoneNum09203612605
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 150
ReturnHeader/Filer/USAddress/CityNm0BERLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054923
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETER MAUEL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 S PEARL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BERLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054923
ReturnHeader/PreparerPersonGrp/PhoneNum09203612605
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER MAUEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-12T12:42:10-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FEREN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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