Broom Tree Foundation Inc.

990PF • Fiscal year 2020 • EIN 39-1943846

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 28, 2021

Organization Profile

5724 N Kent AveWhitefish Bay, WI 53217-4724

(414) 467-6503

Siviq Scores

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

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

100%

Higher net margin than 98% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

16%

Faster asset growth than 68% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

-41%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets58th percentile

Assets

$72,656

Up $9,844 (+16%) from 2019

Net Assets

$72,656

No earlier filing loaded for comparison.

Liabilities

Up $1 from 2019

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin98th percentile

Revenue

Down

$9,886

Down $6,835 (-41%) from 2019

Expenses

Down

$41

Down $4,007 (-99%) from 2019

Net Income

Down

$9,845

Down $2,828 (-22%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

Highlighted filing

2020

Assets$72,656

Liabilities$1

Net Assets$72,656

Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$9,886

Expenses$41

Net Income$9,845

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Apr 28, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Enoch Carver	President	-	$0	-	-
Ruth Carver	Vice President Secy	-	$0	-	-
Joan Mahn	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Broom Tree Foundation Inc
EIN: 39-1943846
In Care Of: % Enoch Carver
Address: 5724 N KENT AVE, WHITEFISH BAY, WI 53217-4724

Signing Officer

Name: Enoch Carver
Title: President
Signed: 2021-04-28
Discuss with paid preparer: No

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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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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	Enoch Carver
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	5724 N Kent Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Whitefish Bay
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	53217
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4144676503
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	Foundation maintains a grant form, available upon request
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt	0	[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	Enoch Carver
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	5724 N Kent Ave
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	Whitefish Bay
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	53217
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	no
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	none
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Enoch and Ruth Carver
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	David and Elisabeth Bier
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	41
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	5617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	5576
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	10545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	7661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	15228
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	5576
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	9652
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	18553
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	10545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	7661
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	41
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	28205
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	33781
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	David and Elisabeth Bier
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	501 E Lake Terrace
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Whitefish Bay
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	53217
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	5722
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	5722
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	50 shares FISV
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2020-12-16
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Account service fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	25
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	16
TaxesSchedule/TaxesDetail/CategoryTxt	0	IRS - 2019TY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	16
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	16
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/ForeignPhoneNum	0	4144676503
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Enoch Carver
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BROOM TREE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	BROO
ReturnHeader/Filer/EIN	0	391943846
ReturnHeader/Filer/ForeignPhoneNum	0	4144676503
ReturnHeader/Filer/InCareOfNm	0	% Enoch Carver
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5724 N KENT AVE
ReturnHeader/Filer/USAddress/CityNm	0	WHITEFISH BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	532174724
ReturnHeader/ReturnTs	0	2021-04-28T19:13:07-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $72,656
Liabilities: $1
Net assets: $72,656
Revenue: $9,886
Expenses: $41
Net income: $9,845

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$31.6	$0.00	$31.6	$9.24	$8.00	$1.23
2023Detailed filing. Detailed filing data is available for this year.	$30.3	$0.00	$30.3	$21.6	$34.0	$12.4
2022Detailed filing. Detailed filing data is available for this year.	$42.7	$0.00	$42.7	$17.3	$42.8	$25.5
2021Detailed filing. Detailed filing data is available for this year.	$68.2	$0.00	$68.2	$15.7	$20.2	$4.49
2020Detailed filing. Detailed filing data is available for this year.	$72.7	$0.00	$72.7	$9.89	$0.04	$9.85
2019Summary only. Only limited summary data is available for this year.	$62.8	$0.00		$16.7	$4.05	$12.7
2015Summary only. Only limited summary data is available for this year.	$44.1	$0.00		$12.2	$18.3	$6.04
2014Summary only. Only limited summary data is available for this year.	$50.1	$0.00		$9.31	$7.46	$1.85
2013Summary only. Only limited summary data is available for this year.	$48.3	$0.00		$3.53	$8.44	$4.91
2012Summary only. Only limited summary data is available for this year.	$53.2	$0.00		$4.38	$0.04	$4.34
2011Summary only. Only limited summary data is available for this year.	$57.6	$0.00		$0.38	$3.22	$3.59