Civic Intelligence

Norman E & Edith E Brown Foundation

990PF • Fiscal year 2013 • EIN 39-2037006

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 11, 2014

Organization Profile
PO Box 187Holmen, WI 54636

(608) 526-3437

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$277,056

Up $26,243 (+10%) from 2012

Net Assets

Up

$277,056

Up $26,243 (+10%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

$12,160

No earlier filing loaded for comparison.

Expenses

Up

$1,644

Up $1,326 (+417%) from 2012

Net Income

$10,516

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$300K$200K$100K$0Assets 2011: $350Liabilities 2011: $0Net Assets 2011: $3502011Assets 2012: $250,813Liabilities 2012: $0Net Assets 2012: $250,8132012Assets 2013: $277,056Liabilities 2013: $1Net Assets 2013: $277,0562013Assets 2014: $271,729Liabilities 2014: $1Net Assets 2014: $271,7292014Assets 2015: $277,354Liabilities 2015: $1Net Assets 2015: $277,3542015Assets 2016: $247,728Liabilities 2016: $0Net Assets 2016: $247,7282016Assets 2017: $210,152Liabilities 2017: $0Net Assets 2017: $210,1522017Assets 2018: $173,426Liabilities 2018: $0Net Assets 2018: $173,4262018Assets 2019: $79,297Liabilities 2019: $1Net Assets 2019: $79,2972019Assets 2020: $64,302Liabilities 2020: $1Net Assets 2020: $64,3022020Assets 2021: $80,973Liabilities 2021: $1Net Assets 2021: $80,9732021Assets 2022: $79,872Liabilities 2022: $1Net Assets 2022: $79,8722022Assets 2023: $72,934Liabilities 2023: $1Net Assets 2023: $72,9342023Assets 2024: $3,202Liabilities 2024: $0Net Assets 2024: $3,2022024

Highlighted filing

2013

Assets$277,056
Liabilities$1
Net Assets$277,056
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2011: $1752011Expenses 2012: $3182012Revenue 2013: $12,160Expenses 2013: $1,644Net Income 2013: $10,5162013Revenue 2014: $10,891Expenses 2014: $15,158Net Income 2014: -$4,2672014Revenue 2015: $18,536Expenses 2015: $17,934Net Income 2015: $6022015Revenue 2016: $10,450Expenses 2016: $23,953Net Income 2016: -$13,5032016Revenue 2017: $9,681Expenses 2017: $71,119Net Income 2017: -$61,4382017Revenue 2018: $5,345Expenses 2018: $56,331Net Income 2018: -$50,9862018Revenue 2019: $1,121Expenses 2019: $73,550Net Income 2019: -$72,4292019Revenue 2020: -$753Expenses 2020: $11,195Net Income 2020: -$11,9482020Revenue 2021: $19,254Expenses 2021: $13,000Net Income 2021: $6,2542021Revenue 2022: $1,891Expenses 2022: $5,036Net Income 2022: -$3,1452022Revenue 2023: -$597Expenses 2023: $6,341Net Income 2023: -$6,9382023Revenue 2024: -$14,041Expenses 2024: $42,530Net Income 2024: -$56,5712024

Highlighted filing

2013

Revenue$12,160
Expenses$1,644
Net Income$10,516
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 11, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONJA DAVIGTrustee-$0--
Filing and Contact Details

Filer

EIN
39-2037006
Phone
6085263437

Signing Officer

Name
Sonja Davig
Title
Trustee
Signed
2014-08-11

Preparer

Preparer
Bradley J Peterson
Phone
6085263437
Raw XML Appendix153 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CARTER VALIDUS MISSION CRITICAL REIT
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012160
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt010516
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc012,109 SHS FIRST TRUST TARGET GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112,881 SHS FIRST TRUST TARGET GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt015727
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt015727
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010516
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt015727
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0277056
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0250813
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0277056
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011466
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011466
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011466
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011623
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0157
IRS990PF/DistributableAmountGrp/TotalTaxAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0157
IRS990PF/FMVAssetsEOYAmt0277056
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015368
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0230000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0250813
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0277056
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05445
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0250813
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0250813
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0277056
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0236003
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023616
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0212387
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03540
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011623
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0232463
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0236003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SONJA DAVIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10501 EMPIRE ST
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IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0HOLMEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode054636
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10BRAD PETERSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum06085263437
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01644
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011466
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01644
IRS990PF/UndistributedIncomeGrp/Taxable2Amt04482
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ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SONJA DAVIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10NORMAN & EDITH BROWN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0392037006
ReturnHeader/Filer/PhoneNum06085263437
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 187
ReturnHeader/Filer/USAddress/City0HOLMEN
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054636
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ENGELSON AND ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 187
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HOLMEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode054636
ReturnHeader/PreparerPersonGrp/PhoneNum06085263437
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY J PETERSON
ReturnHeader/ReturnTs02014-08-15T10:37:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$277,056
Liabilities
$1
Net assets
$277,056
Revenue
$12,160
Expenses
$1,644
Net income
$10,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.14$0.43$0.57
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.01$0.06$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.19$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.01$0.11$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.01$0.74$0.72
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.05$0.56$0.51
2017Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.10$0.71$0.61
2016Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.10$0.24$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.19$0.18$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.11$0.15$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.12$0.02$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00