Civic Intelligence

Brotherton Foundation

EIN 99-3410865 • New Smyrna Beach, FL

Pub. 78 Eligible

Emily Milazzo 230 Fairgreen AveNew Smyrna Beach, FL 32168

Siviq Scores

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

Higher debt load relative to assets than 27% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Higher debt load relative to revenue than 29% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Higher net margin than 97% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

No value available

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

Source year 2024

No value available

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

Source year 2024

Balance Sheet

Liabilities / Assets27th percentile

Assets

$7,448,633

No earlier filing loaded for comparison.

Liabilities

$5,117

No earlier filing loaded for comparison.

Net Assets

$7,443,516

No earlier filing loaded for comparison.

Operations

Liabilities / Revenue29th percentile Net Margin97th percentile

Revenue

$991,220

No earlier filing loaded for comparison.

Expenses

$59,202

No earlier filing loaded for comparison.

Net Income

$932,018

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2024

Assets$7,448,633

Liabilities$5,117

Net Assets$7,443,516

Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2024

Revenue$991,220

Expenses$59,202

Net Income$932,018

Open 2024 Filing

Filings

Most recent year

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

Assets: $7,448,633
Liabilities: $5,117
Net assets: $7,443,516
Revenue: $991,220
Expenses: $59,202
Net income: $932,018

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$7.45	$0.01	$7.44	$0.99	$0.06	$0.93

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Mar 10, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay35th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Emily Milazzo	Trustee	PT	$9,750	-	$9,750

Filing and Contact Details

Filer

Filer Name: Brotherton Foundation
EIN: 99-3410865
Phone: 3864784745
Address: Emily Milazzo 230 Fairgreen Ave, New Smyrna Beach, FL 32168

Signing Officer

Name: Emily Milazzo
Title: Trustee
Phone: 3864784745
Signed: 2025-03-10

Preparer

Firm: Kathleen M Shafer CPA
Address: 1850 FOREST HILL BLVD 204, WEST PALM BEACH, FL 33406
Preparer: Kathleen M Shafer CPA
Phone: 5619631003

Raw XML Appendix308 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	142
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	951909
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	34824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	59202
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	991220
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	24375
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	59202
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt	0	5228
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	230 Fairgreen Ave
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Kathleen M Shafer CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5619631003
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	www.brothertonfoundation.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	Grantmaking guidelines
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	Theresa Brotherton
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	3864784745
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	Emily Milazzo 230 Fairgreen Ave
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	New Smyrna Beach
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	32168
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	Not outside the United States
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	March 1 and September 1
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	24375
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	307659
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	24375
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	204985
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	307659
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	229360
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	826394
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Unrealized Net Gain/(Loss)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	Other Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	Website
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	757
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	379
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	654
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	2208
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	379
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	9
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	757
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	758
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	9
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	769
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	2208
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	7337892
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Transfer of Assets resulting from Foundation Split
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	11345
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	9031
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Fidelity Money Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	Ameripeise Money Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	11345
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	9031
TaxesSchedule/TaxesDetail/Amt	0	142
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	142
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Emily Milazzo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3864784745
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Brotherton Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	BROT
ReturnHeader/Filer/EIN	0	993410865
ReturnHeader/Filer/PhoneNum	0	3864784745
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	Emily Milazzo 230 Fairgreen Ave
ReturnHeader/Filer/USAddress/CityNm	0	New Smyrna Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	32168
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	820958092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	KATHLEEN M SHAFER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1850 FOREST HILL BLVD 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	33406
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5619631003
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Kathleen M Shafer CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2025-05-15T20:22:15-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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