Civic Intelligence

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

990 • Fiscal year 2018 • EIN 39-0806176

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-8.6%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$4,903,024

Down $106,367 (-2.1%) from 2017

Net Assets

Down

$4,901,128

Down $102,731 (-2.1%) from 2017

Liabilities

Down

$1,896

Down $3,636 (-66%) from 2017

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin17th percentile

Revenue

Down

$737,702

Down $69,451 (-8.6%) from 2017

Expenses

Down

$840,433

Down $28,808 (-3.3%) from 2017

Net Income

Down

-$102,731

Down $40,643 (-65%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2018

Assets$4,903,024
Liabilities$1,896
Net Assets$4,901,128
Open 2018 Filing

Operations Trend

Revenue Growth23rd 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

2018

Revenue$737,702
Expenses$840,433
Net Income-$102,731
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Gross Receipts
$798,347
Mission and Program Overview

Mission

CARE OF THE ELDERLY

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,003,859$4,901,128▼ $102,731
Investments in Publicly Traded Securities$4,142,336$4,083,791▼ $58,545
Land, Buildings, and Equipment, Net$781,447$734,179▼ $47,268
Accounts Receivable$65,389$42,659▼ $22,730
Savings and Temporary Cash Investments$12,239$37,896▲ $25,657
Cash and Non-Interest-Bearing Accounts$7,980$4,499▼ $3,481
Total Assets$5,009,391$4,903,024▼ $106,367
Liabilities
Accounts Payable and Accrued Expenses$5,532$1,896▼ $3,636
Total Liabilities$5,532$1,896▼ $3,636
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,003,859$4,901,128▼ $102,731
Total Liabilities and Net Assets / Fund Balance$5,009,391$4,903,024▼ $106,367

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$-1,980,000$1,980,000-
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$568,498
Investment Income
$169,204
Other Revenue
$0
Change in Net Assets
$-102,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$521,421
Other Expenses$319,012
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$474,953--$474,953
All Other Expenses$84,891--$84,891
Depreciation Depletion$60,000--$60,000
Payroll Taxes$42,038--$42,038
Other Expenses$27,866--$27,866
Pension Plan Contributions$2,576--$2,576
Other Employee Benefits$1,854--$1,854
Total Functional Expenses$840,433$0$0$840,433
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
2019-04-29

Organization Details

Principal Officer
John Feren
Voting Board Members
5
Independent Board Members
5
Employees
28

Preparer

Firm
Peter Mauel CPA
Address
110 S PEARL ST, BERLIN, WI 54923
Preparer
Peter Mauel CPA
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.”

Form 990, Part IX, Line 24E

“Professional fees 24,000 0 0 repairs 19,122 0 0 office supplies 12,204 0 0 medical 10,240 0 0 bad debts 9,200 0 0 petty cash 3,600 0 0 medical records 2,588 0 0 advertising 1,439 0 0 miscellaneous 1,258 0 0 cab fare 1,090 0 0 funeral 150 0 0 total 84,891 0 0”

Raw XML Appendix316 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05532
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01896
IRS990/AccountsReceivableGrp/BOYAmt065389
IRS990/AccountsReceivableGrp/EOYAmt042659
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0CARE OF THE ELDERLY
IRS990/AllOtherExpensesGrp/ProgramServicesAmt084891
IRS990/AllOtherExpensesGrp/TotalAmt084891
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0PETER MAUEL CPA
IRS990/BooksInCareOfDetail/PhoneNum09203612605
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0110 SOUTH PEARL
IRS990/BooksInCareOfDetail/USAddress/CityNm0BERLIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054923
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt07980
IRS990/CashNonInterestBearingGrp/EOYAmt04499
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0169204
IRS990/CYOtherExpensesAmt0319012
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0568498
IRS990/CYRevenuesLessExpensesAmt0-102731
IRS990/CYSalariesCompEmpBnftPaidAmt0521421
IRS990/CYTotalExpensesAmt0840433
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0737702
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt060000
IRS990/DepreciationDepletionGrp/TotalAmt060000
IRS990/Desc028 RESIDENTS WERE CARED FOR DURING THE YEAR BY BROWN WILCOX TRUSTEES COMPANY, INC.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt028
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN FEREN
IRS990/Form990PartVIISectionAGrp/PersonNm1DALE KUKLINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm2SUE LABUDA
IRS990/Form990PartVIISectionAGrp/PersonNm3GERALD BELLA
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF WALKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt05450
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt066095
IRS990/GrossReceiptsAmt0798347
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0163754
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0163754
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04142336
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04083791
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01980000
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0781447
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0734179
IRS990/LandBldgEquipCostOrOtherBssAmt02714179
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt060645
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CARE OF THE ELDERLY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05003859
IRS990/NetAssetsOrFundBalancesEOYAmt04901128
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt05450
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05450
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01854
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01854
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2INSURANCE
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt059313
IRS990/OtherExpensesGrp/ProgramServicesAmt144463
IRS990/OtherExpensesGrp/ProgramServicesAmt242479
IRS990/OtherExpensesGrp/ProgramServicesAmt327866
IRS990/OtherExpensesGrp/TotalAmt059313
IRS990/OtherExpensesGrp/TotalAmt144463
IRS990/OtherExpensesGrp/TotalAmt242479
IRS990/OtherExpensesGrp/TotalAmt327866
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0474953
IRS990/OtherSalariesAndWagesGrp/TotalAmt0474953
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt042038
IRS990/PayrollTaxesGrp/TotalAmt042038
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02576
IRS990/PensionPlanContributionsGrp/TotalAmt02576
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN FEREN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIPS
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0563120
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15378
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0563120
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15378
IRS990/ProgSrvcAccomActyOtherGrp/Desc028 RESIDENTS WERE CARED FOR BY BROWN WILCOX TRUSTEES COMPANY DURING THE YEAR.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0840433
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0235884
IRS990/PYOtherExpensesAmt0320768
IRS990/PYOtherRevenueAmt01545
IRS990/PYProgramServiceRevenueAmt0569724
IRS990/PYRevenuesLessExpensesAmt0-62088
IRS990/PYSalariesCompEmpBnftPaidAmt0548473
IRS990/PYTotalExpensesAmt0869241
IRS990/PYTotalRevenueAmt0807153
IRS990/ReconcilationRevenueExpnssAmt0-102731
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0568498
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05003859
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04901128
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012239
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037896
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0202862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02273493
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02476355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0163754
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0237429
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0153287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0164658
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0114060
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0833188
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02910933
IRS990ScheduleA/PublicSupportCY170Pct00.74820
IRS990ScheduleA/PublicSupportPY170Pct00.76590
IRS990ScheduleA/PublicSupportTotal170Amt02476355
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0202862
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02273493
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02476355
IRS990ScheduleA/TotalSupportAmt03309543
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-1980000
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01980000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0-1980000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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/ExplanationTxt3PROFESSIONAL FEES 24,000 0 0 REPAIRS 19,122 0 0 OFFICE SUPPLIES 12,204 0 0 MEDICAL 10,240 0 0 BAD DEBTS 9,200 0 0 PETTY CASH 3,600 0 0 MEDICAL RECORDS 2,588 0 0 ADVERTISING 1,439 0 0 MISCELLANEOUS 1,258 0 0 CAB FARE 1,090 0 0 FUNERAL 150 0 0 TOTAL 84,891 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05009391
IRS990/TotalAssetsEOYAmt04903024
IRS990/TotalAssetsGrp/BOYAmt05009391
IRS990/TotalAssetsGrp/EOYAmt04903024
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0840433
IRS990/TotalFunctionalExpensesGrp/TotalAmt0840433
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05532
IRS990/TotalLiabilitiesEOYAmt01896
IRS990/TotalLiabilitiesGrp/BOYAmt05532
IRS990/TotalLiabilitiesGrp/EOYAmt01896
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05003859
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04901128
IRS990/TotalOtherProgSrvcExpenseAmt0840433
IRS990/TotalProgramServiceExpensesAmt0840433
IRS990/TotalProgramServiceRevenueAmt0568498
IRS990/TotalRevenueGrp/ExclusionAmt0163754
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0573948
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0737702
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05009391
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04903024
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0BROWNWILCOX.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09203612605
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07153179FD1F593AD79955CC0E14F0E49915E5CC4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07153179FD1F593AD79955CC0E14F0E49915E5CC4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.183.31.235
ReturnHeader/FilingSecurityInformation/IPDt02019-04-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:11:56
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/PreparationDt02019-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER MAUEL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-30T08:11:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,903,024
Liabilities
$1,896
Net assets
$4,901,128
Revenue
$737,702
Expenses
$840,433
Net income
-$102,731
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
2018Detailed filing. Detailed filing data is available for this year.$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