Civic Intelligence

William a Brookshire Foundation

EIN 76-0594307 • Lakeway, TX

2121 Lohman Crossing Ste 504-415Lakeway, TX 78734
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

$100M-$250M nonprofits • Source year 2024

Asset Growth

51st percentile

5.3%

Faster asset growth than 51% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

119%

Faster revenue growth than 93% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$192,299,333

Up $9,687,265 (+5.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$192,299,333

Up $9,687,265 (+5.3%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin79th percentile

Revenue

Up

$10,253,143

Up $5,565,243 (+119%) from 2023

Expenses

Up

$7,310,962

Up $2,284,384 (+45%) from 2023

Net Income

Up

$2,942,181

Up $3,280,859 (+969%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$200M$150M$100M$50M$0Assets 2012: $15,191,590Liabilities 2012: $02012Assets 2013: $22,081,763Liabilities 2013: $02013Assets 2014: $31,701,028Liabilities 2014: $02014Assets 2015: $36,236,326Liabilities 2015: $02015Assets 2020: $34,856,491Liabilities 2020: $0Net Assets 2020: $34,856,4912020Assets 2021: $53,703,931Liabilities 2021: $0Net Assets 2021: $53,703,9312021Assets 2022: $170,279,273Liabilities 2022: $0Net Assets 2022: $170,279,2732022Assets 2023: $182,612,068Liabilities 2023: $0Net Assets 2023: $182,612,0682023Assets 2024: $192,299,333Liabilities 2024: $0Net Assets 2024: $192,299,3332024

Highlighted filing

2024

Assets$192,299,333
Liabilities$0
Net Assets$192,299,333
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$150M$100M$50M$0-$50MRevenue 2012: $3,292,664Expenses 2012: $385,681Net Income 2012: $2,906,9832012Revenue 2013: $6,364,293Expenses 2013: $476,091Net Income 2013: $5,888,2022013Revenue 2014: $9,373,866Expenses 2014: $1,217,716Net Income 2014: $8,156,1502014Revenue 2015: $7,429,932Expenses 2015: $2,805,168Net Income 2015: $4,624,7642015Revenue 2020: $9,832,592Expenses 2020: $4,401,814Net Income 2020: $5,430,7782020Revenue 2021: $11,996,084Expenses 2021: $3,513,006Net Income 2021: $8,483,0782021Revenue 2022: $130,952,021Expenses 2022: $4,376,369Net Income 2022: $126,575,6522022Revenue 2023: $4,687,900Expenses 2023: $5,026,578Net Income 2023: -$338,6782023Revenue 2024: $10,253,143Expenses 2024: $7,310,962Net Income 2024: $2,942,1812024

Highlighted filing

2024

Revenue$10,253,143
Expenses$7,310,962
Net Income$2,942,181
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$192,299,333
Liabilities
$0
Net assets
$192,299,333
Revenue
$10,253,143
Expenses
$7,310,962
Net income
$2,942,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$192$0.00$192$10.3$7.31$2.94
2023Detailed filing. Detailed filing data is available for this year.$183$0.00$183$4.69$5.03$0.34
2022Detailed filing. Detailed filing data is available for this year.$170$0.00$170$131$4.38$127
2021Detailed filing. Detailed filing data is available for this year.$53.7$0.00$53.7$12.0$3.51$8.48
2020Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$9.83$4.40$5.43
2015Summary only. Only limited summary data is available for this year.$36.2$0.00$7.43$2.81$4.62
2014Summary only. Only limited summary data is available for this year.$31.7$0.00$9.37$1.22$8.16
2013Summary only. Only limited summary data is available for this year.$22.1$0.00$6.36$0.48$5.89
2012Summary only. Only limited summary data is available for this year.$15.2$0.00$3.29$0.39$2.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori Brookshire GarrisonPresidentPT$0--
John GarrisonVice PresidentPT$0--
Dean QuinnSecretary-$0--
Filing and Contact Details

Filer

Filer Name
William A Brookshire Foundation
EIN
76-0594307
Phone
6026994829
Address
2121 Lohman Crossing Ste 504-415, Lakeway, TX 78734

Signing Officer

Name
Lori Garrison
Title
President
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Upkeepe
Address
4824 E Baseline Rd Ste 112, Mesa, AZ 85206
Preparer
Adam Brown
Phone
6025655169
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