Civic Intelligence

Brewer Foundation Inc.

990PF • Fiscal year 2023 • EIN 56-0941242

Sep 01, 2022 to Aug 31, 2023 • Filed on Nov 01, 2023

Organization Profile
PO Box 7906Rocky Mount, NC 27804

(252) 443-1333

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

14th percentile

-44%

Higher net margin than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

30th percentile

-2.6%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$1,414,291

Down $37,332 (-2.6%) from 2022

Net Assets

Down

$1,413,417

Down $38,206 (-2.6%) from 2022

Liabilities

Up

$874

Up $874 from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin14th percentile

Revenue

Down

$86,623

Down $536,069 (-86%) from 2022

Expenses

Down

$124,829

Down $19,515 (-14%) from 2022

Net Income

Down

-$38,206

Down $516,554 (-108%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,172,531Liabilities 2011: $02011Assets 2012: $1,148,058Liabilities 2012: $0Net Assets 2012: $1,148,0582012Assets 2013: $1,410,373Liabilities 2013: $0Net Assets 2013: $1,410,3732013Assets 2014: $1,404,794Liabilities 2014: $0Net Assets 2014: $1,404,7942014Assets 2015: $1,393,544Liabilities 2015: $0Net Assets 2015: $1,393,5442015Assets 2016: $1,302,884Liabilities 2016: $0Net Assets 2016: $1,302,8842016Assets 2017: $1,256,033Liabilities 2017: $0Net Assets 2017: $1,256,0332017Assets 2018: $1,222,222Liabilities 2018: $0Net Assets 2018: $1,222,2222018Assets 2019: $1,294,543Liabilities 2019: $0Net Assets 2019: $1,294,5432019Assets 2020: $1,077,017Liabilities 2020: $0Net Assets 2020: $1,077,0172020Assets 2021: $1,373,519Liabilities 2021: $400,244Net Assets 2021: $973,2752021Assets 2022: $1,451,623Liabilities 2022: $0Net Assets 2022: $1,451,6232022Assets 2023: $1,414,291Liabilities 2023: $874Net Assets 2023: $1,413,4172023Assets 2024: $1,394,750Liabilities 2024: $8,824Net Assets 2024: $1,385,9262024Assets 2025: $1,325,752Liabilities 2025: $13,521Net Assets 2025: $1,312,2312025

Highlighted filing

2023

Assets$1,414,291
Liabilities$874
Net Assets$1,413,417
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $73,514Expenses 2011: $73,880Net Income 2011: -$3662011Expenses 2012: $77,1492012Expenses 2013: $66,3772013Revenue 2014: $98,536Expenses 2014: $104,115Net Income 2014: -$5,5792014Revenue 2015: $145,265Expenses 2015: $156,515Net Income 2015: -$11,2502015Revenue 2016: $54,930Expenses 2016: $145,590Net Income 2016: -$90,6602016Revenue 2017: $36,902Expenses 2017: $83,753Net Income 2017: -$46,8512017Revenue 2018: $76,223Expenses 2018: $110,034Net Income 2018: -$33,8112018Revenue 2019: $175,999Expenses 2019: $103,678Net Income 2019: $72,3212019Revenue 2020: $130,793Expenses 2020: $348,319Net Income 2020: -$217,5262020Revenue 2021: $51,082Expenses 2021: $154,824Net Income 2021: -$103,7422021Revenue 2022: $622,692Expenses 2022: $144,344Net Income 2022: $478,3482022Revenue 2023: $86,623Expenses 2023: $124,829Net Income 2023: -$38,2062023Revenue 2024: $30,027Expenses 2024: $57,518Net Income 2024: -$27,4912024Revenue 2025: $56,468Expenses 2025: $130,163Net Income 2025: -$73,6952025

Highlighted filing

2023

Revenue$86,623
Expenses$124,829
Net Income-$38,206
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Nov 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH B BREWER IIIDirector/Pre-$0--
VIRGINIA H BREWERDirector/Sec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCLEMSON FOUNDATIONEDUCATIONALPCCLEMSON, SC, US$20,000
Paid GrantVIRGINIA EPISCOPAL SCHOOLEDUCATIONAL & RELIGIOUSPCLYNCHBURG, VA, US$10,304
Paid GrantROCKY MOUNT ACADEMYEDUCATIONALPCROCKY MOUNT, NC, US$7,335
Paid GrantVARIOUS CHARITIESEDUCATIONAL AND RELIGIOUSPCROCKY MOUNT, NC, US$4,709
Filing and Contact Details

Filer

Filer Name
Brewer Foundation Inc
EIN
56-0941242
Phone
2524431333
Address
PO BOX 7906, ROCKY MOUNT, NC 27804

Signing Officer

Name
Joseph B Brewer Iii
Title
Director/president
Phone
2524431333
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Pate Horton & Ess Pa
Address
PO BOX 787, NASHVILLE, NC 27856
Preparer
David a Ess
Phone
2524593186
Raw XML Appendix314 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CLEMSON FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ROCKY MOUNT ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VARIOUS CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VIRGINIA EPISCOPAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11313 AVONDALE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3400 VES RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEMSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCKY MOUNT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROCKY MOUNT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LYNCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029633
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd324505
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042348
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt043451
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0126643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt055027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025960
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt055027
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043451
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055027
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028165
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOE BREWER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 7906
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ROCKY MOUNT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027804
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt010000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0248.45 SHS DFA US LARGE CAP VALU
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-12-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0867
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01190
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01190
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SG SHALLOWFORD PARTNERS LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SG SHALLOWFORD PARTNERS LLC
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01369
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt15413
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SG SHALLOWFORD PARTNERS LLC
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0874
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015586
TaxesSchedule/TaxesDetail/Amt063003
TaxesSchedule/TaxesDetail/Amt11687
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/CategoryTxt1GA
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH B BREWER III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02524431333
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BREWER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BREW
ReturnHeader/Filer/EIN0560941242
ReturnHeader/Filer/PhoneNum02524431333
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7906
ReturnHeader/Filer/USAddress/CityNm0ROCKY MOUNT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027804
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561315531
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATE HORTON & ESS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 787
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027856
ReturnHeader/PreparerPersonGrp/PhoneNum02524593186
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A ESS
ReturnHeader/ReturnTs02023-11-09T13:18:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BREWER III
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,414,291
Liabilities
$874
Net assets
$1,413,417
Revenue
$86,623
Expenses
$124,829
Net income
-$38,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.33$0.01$1.31$0.06$0.13$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.01$1.39$0.03$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.09$0.12$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.62$0.14$0.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.40$0.97$0.05$0.15$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.13$0.35$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.18$0.10$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.08$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.04$0.08$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.05$0.15$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.15$0.16$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.10$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$0.07$0.07$0.00
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