Civic Intelligence

The W Dale Brougher Foundation

EIN 52-1499358 • Sarasota, FL

4333 Higel AvenueSarasota, FL 34242
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$267,216

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

36th percentile

2.0%

Faster asset growth than 36% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

219%

Faster revenue growth than 94% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$67,616,622

Up $1,331,118 (+2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$67,616,622

Up $1,331,118 (+2.0%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin72nd percentile

Revenue

Up

$6,203,365

Up $4,260,706 (+219%) from 2023

Expenses

Up

$4,872,247

Up $915,030 (+23%) from 2023

Net Income

Up

$1,331,118

Up $3,345,676 (+166%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2010: $3,229,565Liabilities 2010: $0Net Assets 2010: $3,229,5652010Assets 2011: $74,156,127Liabilities 2011: $02011Assets 2012: $72,622,413Liabilities 2012: $02012Assets 2013: $72,020,362Liabilities 2013: $02013Assets 2014: $70,662,032Liabilities 2014: $02014Assets 2015: $74,607,879Liabilities 2015: $0Net Assets 2015: $74,607,8792015Assets 2016: $71,761,750Liabilities 2016: $0Net Assets 2016: $71,761,7502016Assets 2017: $71,397,252Liabilities 2017: $0Net Assets 2017: $71,397,2522017Assets 2018: $71,476,981Liabilities 2018: $0Net Assets 2018: $71,476,9812018Assets 2019: $70,637,199Liabilities 2019: $0Net Assets 2019: $70,637,1992019Assets 2020: $70,506,733Liabilities 2020: $0Net Assets 2020: $70,506,7332020Assets 2021: $71,356,091Liabilities 2021: $0Net Assets 2021: $71,356,0912021Assets 2022: $68,300,062Liabilities 2022: $0Net Assets 2022: $68,300,0622022Assets 2023: $66,285,504Liabilities 2023: $0Net Assets 2023: $66,285,5042023Assets 2024: $67,616,622Liabilities 2024: $0Net Assets 2024: $67,616,6222024

Highlighted filing

2024

Assets$67,616,622
Liabilities$0
Net Assets$67,616,622
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2010: $1,109,5802010Revenue 2011: $71,612,056Expenses 2011: $1,996,366Net Income 2011: $69,615,6902011Revenue 2012: $1,956,214Expenses 2012: $3,251,553Net Income 2012: -$1,295,3392012Revenue 2013: $3,074,282Expenses 2013: $3,390,156Net Income 2013: -$315,8742013Revenue 2014: $1,966,392Expenses 2014: $4,196,886Net Income 2014: -$2,230,4942014Revenue 2015: $7,714,802Expenses 2015: $3,768,955Net Income 2015: $3,945,8472015Revenue 2016: $1,299,937Expenses 2016: $4,146,066Net Income 2016: -$2,846,1292016Revenue 2017: $3,806,414Expenses 2017: $4,170,912Net Income 2017: -$364,4982017Revenue 2018: $4,507,395Expenses 2018: $4,427,666Net Income 2018: $79,7292018Revenue 2019: $3,359,062Expenses 2019: $4,198,844Net Income 2019: -$839,7822019Revenue 2020: $4,124,744Expenses 2020: $4,255,210Net Income 2020: -$130,4662020Revenue 2021: $5,205,067Expenses 2021: $4,355,709Net Income 2021: $849,3582021Revenue 2022: $1,178,275Expenses 2022: $4,234,304Net Income 2022: -$3,056,0292022Revenue 2023: $1,942,659Expenses 2023: $3,957,217Net Income 2023: -$2,014,5582023Revenue 2024: $6,203,365Expenses 2024: $4,872,247Net Income 2024: $1,331,1182024

Highlighted filing

2024

Revenue$6,203,365
Expenses$4,872,247
Net Income$1,331,118
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,616,622
Liabilities
$0
Net assets
$67,616,622
Revenue
$6,203,365
Expenses
$4,872,247
Net income
$1,331,118
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.6$0.00$67.6$6.20$4.87$1.33
2023Detailed filing. Detailed filing data is available for this year.$66.3$0.00$66.3$1.94$3.96$2.01
2022Detailed filing. Detailed filing data is available for this year.$68.3$0.00$68.3$1.18$4.23$3.06
2021Detailed filing. Detailed filing data is available for this year.$71.4$0.00$71.4$5.21$4.36$0.85
2020Detailed filing. Detailed filing data is available for this year.$70.5$0.00$70.5$4.12$4.26$0.13
2019Detailed filing. Detailed filing data is available for this year.$70.6$0.00$70.6$3.36$4.20$0.84
2018Detailed filing. Detailed filing data is available for this year.$71.5$0.00$71.5$4.51$4.43$0.08
2017Detailed filing. Detailed filing data is available for this year.$71.4$0.00$71.4$3.81$4.17$0.36
2016Detailed filing. Detailed filing data is available for this year.$71.8$0.00$71.8$1.30$4.15$2.85
2015Detailed filing. Detailed filing data is available for this year.$74.6$0.00$74.6$7.71$3.77$3.95
2014Summary only. Only limited summary data is available for this year.$70.7$0.00$1.97$4.20$2.23
2013Summary only. Only limited summary data is available for this year.$72.0$0.00$3.07$3.39$0.32
2012Summary only. Only limited summary data is available for this year.$72.6$0.00$1.96$3.25$1.30
2011Summary only. Only limited summary data is available for this year.$74.2$0.00$71.6$2.00$69.6
2010Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$1.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E BOSSERTPresidentFT$267,216-$267,216
SONYA NESS-EICHOLTZDirectorFT$80,131-$80,131
NANCY M BROUGHERVice-Pres.-$24,896-$24,896
Filing and Contact Details

Filer

Filer Name
The W Dale Brougher Foundation
EIN
52-1499358
Phone
9415048823
Address
4333 HIGEL AVENUE, SARASOTA, FL 34242

Signing Officer

Name
Robert E Bossert
Title
President
Phone
9415048823
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Martin M Sacks & Associates
Address
4775 LINGLESTOWN RD STE 100, HARRISBURG, PA 17112
Preparer
Richard a Bluis CPA
Phone
7176571300
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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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