Civic Intelligence

Brookwood Foundation

990PF • Fiscal year 2010 • EIN 39-2012432

Jan 01, 2010 to Dec 31, 2010 • Filed on May 05, 2011

5611 6th Place53144
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$3,140,926

No earlier filing loaded for comparison.

Net Assets

$3,140,926

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$163,097

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $3,140,926Liabilities 2010: $0Net Assets 2010: $3,140,9262010Assets 2011: $3,045,174Liabilities 2011: $02011Assets 2012: $2,799,872Liabilities 2012: $0Net Assets 2012: $2,799,8722012Assets 2013: $2,738,783Liabilities 2013: $02013Assets 2014: $2,830,913Liabilities 2014: $1Net Assets 2014: $2,830,9132014Assets 2015: $2,731,469Liabilities 2015: $1Net Assets 2015: $2,731,4692015Assets 2016: $2,600,629Liabilities 2016: $0Net Assets 2016: $2,600,6292016Assets 2017: $3,477,296Liabilities 2017: $0Net Assets 2017: $3,477,2962017Assets 2018: $3,556,526Liabilities 2018: $0Net Assets 2018: $3,556,5262018Assets 2019: $4,296,872Liabilities 2019: $1Net Assets 2019: $4,296,8722019Assets 2020: $4,494,370Liabilities 2020: $1Net Assets 2020: $4,494,3702020Assets 2021: $13,127,591Liabilities 2021: $1Net Assets 2021: $13,127,5912021Assets 2022: $12,564,656Liabilities 2022: $1Net Assets 2022: $12,564,6562022Assets 2023: $11,885,156Liabilities 2023: $1Net Assets 2023: $11,885,1562023Assets 2024: $10,974,296Liabilities 2024: $0Net Assets 2024: $10,974,2962024

Highlighted filing

2010

Assets$3,140,926
Liabilities$0
Net Assets$3,140,926

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $163,0972010Revenue 2011: $95,664Expenses 2011: $191,416Net Income 2011: -$95,7522011Expenses 2012: $146,0282012Revenue 2013: $213,107Expenses 2013: $274,196Net Income 2013: -$61,0892013Revenue 2014: $251,801Expenses 2014: $159,671Net Income 2014: $92,1302014Revenue 2015: $217,564Expenses 2015: $317,008Net Income 2015: -$99,4442015Revenue 2016: $98,918Expenses 2016: $229,758Net Income 2016: -$130,8402016Revenue 2017: $1,035,586Expenses 2017: $158,919Net Income 2017: $876,6672017Revenue 2018: $213,267Expenses 2018: $134,037Net Income 2018: $79,2302018Revenue 2019: $869,770Expenses 2019: $129,424Net Income 2019: $740,3462019Revenue 2020: $323,420Expenses 2020: $125,922Net Income 2020: $197,4982020Revenue 2021: $8,833,527Expenses 2021: $174,858Net Income 2021: $8,658,6692021Revenue 2022: -$7,409Expenses 2022: $588,740Net Income 2022: -$596,1492022Revenue 2023: -$33,206Expenses 2023: $568,321Net Income 2023: -$601,5272023Revenue 2024: $596,917Expenses 2024: $1,529,222Net Income 2024: -$932,3052024

Highlighted filing

2010

Revenue-
Expenses$163,097
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 5, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN H THOMPSONTrustee-$0--
KRISTA J RECKTrustee-$0--
PAULA J HEIDE-WALLERTrustee-$0--
CHARLES H HEIDE JRTrustee-$0--
KATHRYN H HEIDETrustee-$0--
CHARLES H HEIDETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSHORELAND LUTHERAN HIGH SCHOOLSALARIES FOR EXCELLENCE IN EDUCATION CENTERPUBLICSOMERS, WI, US$45,000
Paid GrantUNIVERSITY OF WISCONSIN PARKSIDEGENERAL OPERATING FUNDPUBLICKENOSHA, WI, US$25,000
Paid GrantRACINE MONTESSORI SCHOOLSOLAR ENERGY INSTALLATION PROJECTPUBLICRACINE, WI, US$22,500
Paid GrantTHE OASIS YOUTH CENTERGENERAL OPERATING FUNDPUBLICKENOSHA, WI, US$10,000
Paid GrantTHE PRAIRIE SCHOOLSUMMER MATH AND SCIENCE PROGRAMPUBLICRACINE, WI, US$10,000
Paid GrantWISCONSIN LUTHERAN SEMINARYSCHOLARSHIP FUNDPUBLICMEQUON, WI, US$10,000
Paid GrantCARTHAGE COLLEGESCHOLARSHIP FUNDPUBLICKENOSHA, WI, US$10,000
Paid GrantSOUTHEAST WISCONSIN PERFORMING ARTSSUMMER OPERA AL LA CARTE PROGRAMPUBLICPLEASANT PRAIRIE, WI, US$5,000
Paid GrantHAWTHORN HOLLOWGENERAL OPERATING FUNDPUBLICKENOSHA, WI, US$5,000
Paid GrantHAWTHORN HOLLOWPIKE RIVER SCHOOL RESTORATIONPUBLICKENOSHA, WI, US$5,000
Paid GrantUNIVERSITY OF ARIZONA FOUNDATIONSCHOLARSHIP FUNDPUBLICTUCSON, AZ, US$2,000
Paid GrantHAWTHORN HOLLOWCOMPUTER UPGRADESPUBLICKENOSHA, WI, US$2,000
Filing and Contact Details

Filer

EIN
39-2012432
Raw XML AppendixShowing 400 of 865 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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IRS990PF/BalanceSheets/CashEOY0482
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282010-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292010-09-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-09-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-09-09
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62010-09-09
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292010-10-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Capital Gain Dividends
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1PARTNERSHIP K-1 1231 LOSS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset212,685.230 SHS PIONEER STRT INC FD CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3685.919 SHS PIONEER STRT INC FD CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset425,922.700 SHS PIMCO FDS REAL RETN FD A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5829.233 SHS PIMCO FDS REAL RETN FD A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset65,109.338 SHS PIMCO FDS LOW DURATION A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset792.428 SHS PIMCO FDS LOW DURATION A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset819,348.888 SHS PIMCO FDS TOTAL RETURN A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9810.542 SHS PIMCO FDS TOTAL RETURN A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1024,379.233 SHS PIMCO FDS HI YLD CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset112,006.722 SHS PIMCO FDS HI YLD CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset129,312.657 SHS PIONEER MID CAP VAL FD A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1364.548 SHS PIONEER MID CAP VAL FD A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset147,582.160 SHS PIONEER FUND INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1568.581 SHS PIONEER FUND INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset163,209.059 SHS PIONEER II GRWT OPPTYS A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset173,463.772 SHS PIONEER II GRWT OPPTYS A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1821,836.737 SHS FDLTY NEW INSIGHTS FD T

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.60$1.53$0.93
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.03$0.57$0.60
2022Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.01$0.59$0.60
2021Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$8.83$0.17$8.66
2020Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.32$0.13$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.87$0.13$0.74
2018Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.21$0.13$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$1.04$0.16$0.88
2016Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.10$0.23$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.22$0.32$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.25$0.16$0.09
2013Summary only. Only limited summary data is available for this year.$2.74$0.00$0.21$0.27$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.15
2011Summary only. Only limited summary data is available for this year.$3.05$0.00$0.10$0.19$0.10
2010Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.16