Civic Intelligence

Brodie Foundation Inc

990PF • Fiscal year 2023 • EIN 83-0984000

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 01, 2024

Organization Profile
20380 Happy Dale LaneEstero, FL 33928

(239) 560-3435

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

59th percentile

7.8%

Higher net margin than 59% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

90th percentile

$30,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 37.5% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

91st percentile

70%

Faster asset growth than 91% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

97%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$317,925

Up $131,191 (+70%) from 2022

Net Assets

Up

$317,925

Up $131,191 (+70%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin59th percentile

Revenue

Up

$80,057

Up $39,387 (+97%) from 2022

Expenses

Up

$73,786

Up $3,655 (+5.2%) from 2022

Net Income

Up

$6,271

Up $35,732 (+121%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$1.5M$1.0M$500K$0Assets 2018: $85,150Liabilities 2018: $3,885Net Assets 2018: $81,2652018Assets 2019: $658,126Liabilities 2019: $1,272Net Assets 2019: $656,8542019Assets 2020: $1,013,666Liabilities 2020: $0Net Assets 2020: $1,013,6662020Assets 2021: $664,035Liabilities 2021: $0Net Assets 2021: $664,0352021Assets 2022: $186,734Liabilities 2022: $0Net Assets 2022: $186,7342022Assets 2023: $317,925Liabilities 2023: $0Net Assets 2023: $317,9252023Assets 2024: $321,129Liabilities 2024: $0Net Assets 2024: $321,1292024

Highlighted filing

2023

Assets$317,925
Liabilities$0
Net Assets$317,925
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2018: $109,146Expenses 2018: $27,881Net Income 2018: $81,2652018Revenue 2019: $656,444Expenses 2019: $90,708Net Income 2019: $565,7362019Revenue 2020: $383Expenses 2020: $86,191Net Income 2020: -$85,8082020Revenue 2021: $85,403Expenses 2021: $80,073Net Income 2021: $5,3302021Revenue 2022: $40,670Expenses 2022: $70,131Net Income 2022: -$29,4612022Revenue 2023: $80,057Expenses 2023: $73,786Net Income 2023: $6,2712023Revenue 2024: $50,390Expenses 2024: $52,735Net Income 2024: -$2,3452024

Highlighted filing

2023

Revenue$80,057
Expenses$73,786
Net Income$6,271
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN G BRODIEPresidentPT$30,000-$30,000
CAROL L BRODIESecretary/TreasurerPT$0--
STEPHANIE A BRODIEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Brodie Foundation Inc
EIN
83-0984000
Phone
2395603435
Address
20380 HAPPY DALE LANE, ESTERO, FL 33928

Signing Officer

Name
Carol Brodie
Title
Secretary/treasurer
Phone
2395603435
Signed
2024-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Forrester Hart Belisle & Whitaker Pl
Address
1429 COLONIAL BLVD SUITE 201, FORT MYERS, FL 33907
Preparer
Eric M Belisle CPA
Phone
2399391188
Raw XML Appendix321 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt012359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078101
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011117
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01804
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03861
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037464
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036214
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023855
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt089711
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt065856
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEVEN AND CAROL BRODIE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt020380 HAPPY DALE LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ESTERO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0339289506
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt080000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BUSINESS LICENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12784
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2181
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0124920
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS ON INVESTMENTS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0STEVEN AND CAROL BRODIE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt020380 HAPPY DALE LANE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0ESTERO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033928
TaxesSchedule/TaxesDetail/Amt02166
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES AND FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL BRODIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02395603435
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRODIE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BROD
ReturnHeader/Filer/EIN0830984000
ReturnHeader/Filer/PhoneNum02395603435
ReturnHeader/Filer/USAddress/AddressLine1Txt020380 HAPPY DALE LANE
ReturnHeader/Filer/USAddress/CityNm0ESTERO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033928
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200819420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORRESTER HART BELISLE & WHITAKER PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01429 COLONIAL BLVD SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033907
ReturnHeader/PreparerPersonGrp/PhoneNum02399391188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC M BELISLE CPA
ReturnHeader/ReturnTs02024-04-04T10:23:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRODIE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$317,925
Liabilities
$0
Net assets
$317,925
Revenue
$80,057
Expenses
$73,786
Net income
$6,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.05$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.04$0.07$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.09$0.08$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.00$0.09$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.66$0.09$0.57
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.08$0.11$0.03$0.08