Civic Intelligence

Brown-Wilcox Trustees Company Inc. Brown-Wilcox Home for the Aged

990 • Fiscal year 2014 • EIN 39-0806176

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

Organization ProfileBROWNWILCOX.ORG
PO Box 150Berlin, WI 54923

(920) 361-2605

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

95th percentile

68%

Faster asset growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

472%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,156,325

Up $2,087,340 (+68%) from 2013

Net Assets

Up

$5,154,844

Up $2,087,378 (+68%) from 2013

Liabilities

Down

$1,481

Down $38 (-2.5%) from 2013

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin95th percentile

Revenue

Up

$2,893,223

Up $2,387,220 (+472%) from 2013

Expenses

Up

$805,845

Up $141,860 (+21%) from 2013

Net Income

Up

$2,087,378

Up $2,245,360 (+1421%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$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

Highlighted filing

2014

Assets$5,156,325
Liabilities$1,481
Net Assets$5,154,844
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

Highlighted filing

2014

Revenue$2,893,223
Expenses$805,845
Net Income$2,087,378
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Gross Receipts
$2,960,198
Mission and Program Overview

Mission

CARE OF THE ELDERLY

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,067,466$5,154,844▲ $2,087,378
Investments in Publicly Traded Securities$2,576,258$4,438,824▲ $1,862,566
Savings and Temporary Cash Investments$126,428$391,415▲ $264,987
Land, Buildings, and Equipment, Net$320,486$294,707▼ $25,779
Cash and Non-Interest-Bearing Accounts$40,513$26,079▼ $14,434
Total Assets$3,068,985$5,156,325▲ $2,087,340
Other Assets Total$5,300$5,300→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,519$1,481▼ $38
Total Liabilities$1,519$1,481▼ $38
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,067,466$5,154,844▲ $2,087,378
Total Liabilities and Net Assets / Fund Balance$3,068,985$5,156,325▲ $2,087,340

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$294,707$1,503,131-
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
John FerenPresident
Richard Gubitz DoSecretary
Jeff WalkerTreasurer
Richard FortnumVice Preside
Sue LabudaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,273,493
Program Service Revenue
$509,625
Investment Income
$110,105
Other Revenue
$0
All Other Contributions
$2,273,493
Change in Net Assets
$2,087,378

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$1,929,867
Total Noncash Contributions1$1,929,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$525,725
Other Expenses$280,120
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$465,292--$465,292
All Other Expenses$66,510--$66,510
Depreciation Depletion$60,000--$60,000
Payroll Taxes$49,747--$49,747
Other Expenses$21,600--$21,600
Other Employee Benefits$6,231--$6,231
Pension Plan Contributions$4,455--$4,455
Total Functional Expenses$805,845$0$0$805,845
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
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
Jeff Walker
Title
Treasurer
Phone
9203612605
Signed
2015-05-06

Organization Details

Voting Board Members
5
Independent Board Members
5
Employees
37

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

“21 residents were cared for by brown wilcox trustees company during the year.”

Raw XML Appendix315 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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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/TotalRevenueGrp/TotalRevenueColumnAmt02893223
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03068985
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05156325
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0BROWNWILCOX.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09203612605
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
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/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/PreparationDt02015-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER MAUEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-08T14:52:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,156,325
Liabilities
$1,481
Net assets
$5,154,844
Revenue
$2,893,223
Expenses
$805,845
Net income
$2,087,378
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
2014Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $5M-$10M nonprofits