Civic Intelligence

Brookwood Foundation

990PF • Fiscal year 2021 • EIN 39-2012432

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

5825 6th PlaceKenosha, WI 53144

(262) 552-8663

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

98th percentile

192%

Faster asset growth than 98% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

2631%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$13,127,591

Up $8,633,221 (+192%) from 2020

Net Assets

Up

$13,127,591

Up $8,633,221 (+192%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue

Up

$8,833,527

Up $8,510,107 (+2631%) from 2020

Expenses

Up

$174,858

Up $48,936 (+39%) from 2020

Net Income

Up

$8,658,669

Up $8,461,171 (+4284%) from 2020

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

2021

Assets$13,127,591
Liabilities$1
Net Assets$13,127,591

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

2021

Revenue$8,833,527
Expenses$174,858
Net Income$8,658,669
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES H HEIDE JRTrustee-$0--
PAULA J HEIDE-POGGENBURGTrustee-$0--
KRISTA J RECKTrustee-$0--
KATHRYN H THOMPSONTrustee-$0--
CHARLES H HEIDE SRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Brookwood Foundation
EIN
39-2012432
Phone
2625528663
Address
5825 6TH PLACE, KENOSHA, WI 53144

Signing Officer

Name
Paula J Heide-poggenburg
Title
Trustee
Phone
2625528663
Signed
2022-11-10
Discuss with paid preparer
No

Preparer

Firm
Charles E Gierl CPA LLC
Address
5017 GREEN BAY ROAD SUITE 144, KENOSHA, WI 53144-1782
Preparer
Charles E Gierl CPA
Phone
2626862323
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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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8910051
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt917286
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9238283
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9422475
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9526021
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9710152
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9815508
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9931203
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10019553
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1275531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt288338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3131702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt422375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5125679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt617902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt743017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8135120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt937087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1052244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1196951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1244368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1353823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14217411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15119158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1636627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17229247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1829794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19176209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20452561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2126527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22126112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2340671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24165480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2515898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2633185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2725684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2822522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29354340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3040340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31152154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3276778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3347733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3449599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35183054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36143141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37164973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38128436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3960765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40211170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4191506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42114620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43208939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4449354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4561401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4624686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4717939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4874162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49118971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50231500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5240711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53195757
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5531354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5669068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57118794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58132223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59132637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6032844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61106201
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63102954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6418607
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67125558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6831529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt699981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7034327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71299455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7283190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7327791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7427330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt014565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1339347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2106541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3170097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt433895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5186339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt621263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt750148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8167675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt953416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1063635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11139062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1248126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1365945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14222149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15134357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1638855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17231230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1829255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19170069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20559576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2129012

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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