Civic Intelligence

Brookwood Foundation

990PF • Fiscal year 2023 • EIN 39-2012432

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

5611 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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

100th percentile

1812%

Higher net margin than 100% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

26th percentile

$12,000

Higher top officer pay than 26% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

14th percentile

-5.4%

Faster asset growth than 14% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Down

$11,885,156

Down $679,500 (-5.4%) from 2022

Net Assets

Down

$11,885,156

Down $679,500 (-5.4%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue

Down

-$33,206

Down $25,797 (-348%) from 2022

Expenses

Down

$568,321

Down $20,419 (-3.5%) from 2022

Net Income

Down

-$601,527

Down $5,378 (-0.9%) from 2022

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

2023

Assets$11,885,156
Liabilities$1
Net Assets$11,885,156

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

2023

Revenue-$33,206
Expenses$568,321
Net Income-$601,527
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA J HEIDE-POGGENBURGTrustee-$12,000-$12,000
CHARLES H HEIDE JRTrustee-$0--
KRISTA J RECKTrustee-$0--
KATHRYN H THOMPSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Brookwood Foundation
EIN
39-2012432
Phone
2625528663
Address
5611 6TH PLACE, KENOSHA, WI 53144

Signing Officer

Name
Paula J Heide-poggenburg
Title
Trustee
Phone
2625528663
Signed
2024-05-14
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22143010
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35209051
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3717585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38558043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3940017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4049451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4190654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42181795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43160249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4462203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4554179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46213117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47153308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4889815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4923016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50171616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51146963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5229917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53171016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5498002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5595281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56267973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57209259
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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