THE BROOKWOOD COMMUNITY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE BROOKWOOD COMMUNITY INC (EIN 74-1587672)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2023-06-02
- IRS object ID
- 202321539349300122
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-02T10:28:47-05:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741587672 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Brookwood Community Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 2813752100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1752 FM 1489 | AddressLine1Txt |
| City | Brookshire | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vivian Shudde | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2813752100 | PhoneNum |
| Signature | 2023-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Vivian | PersonFirstNm |
| Person Last | Shudde | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Vivian Shudde | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1752 FM 1489 | AddressLine1Txt |
| City | Brookshire | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,384,929 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.brookwoodcommunity.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | A God-centered community providing education for adults with special needs to acquire meaningful work skills; experience the pride that accompanies the ability to contribute to one's support; and grow socially, emotionally, and spiritually. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 485 | TotalEmployeeCnt |
| Total Volunteers | 3000 | TotalVolunteersCnt |
| Total Gross UBI | -$83,965 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,986,813 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,458,894 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,113,950 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,543,584 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,999 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,570 | CYInvestmentIncomeAmt |
| PY Other Revenue | $219,816 | PYOtherRevenueAmt |
| CY Other Revenue | $374,661 | CYOtherRevenueAmt |
| PY Total Revenue | $19,329,578 | PYTotalRevenueAmt |
| CY Total Revenue | $17,389,709 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,303,950 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,199,359 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,375,050 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,286,615 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $651,128 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,999,502 | PYOtherExpensesAmt |
| CY Other Expenses | $3,535,048 | CYOtherExpensesAmt |
| PY Total Expenses | $12,678,502 | PYTotalExpensesAmt |
| CY Total Expenses | $14,021,022 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,651,076 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,368,687 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,710,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,057,817 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,448,247 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,873,388 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,261,992 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,184,429 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Brookwood Community provides an educational environment that creates meaningful jobs, builds a sense of belonging, and awakens real purpose for adults with disabilities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,023,568 | ExpenseAmt |
| Grant | $1,199,359 | GrantAmt |
| Revenue | $8,578,064 | RevenueAmt |
| Desc | See Schedule OThe Brookwood Community is a residential and day program for adults with disabilities. Brookwood serves 109 "Citizens" (adults with disabilities) in our residential program and an additional 119 in our day program. Our goal is to provide an environment that allows our Citizens to fulfill their God-given purpose for their lives. We accomplish this by providing citizen-centric spiritual, social, and vocational development opportunities. Our 485-acre Community consists of our specially designed neuro-considerate homes, workshops, worship center, horticulture center, stores & cafe. We continue to expand our citizen-centric opportunities by adding educational programs in all the workshops, including shipping, filing orders, pricing of products for sale, checking in deliveries, etc. Our Citizens are growing and adding value to our Community daily as they learn new skills, and interact with the public in our retail stores and cafe, turning diners and shoppers into Brookwood Community supporters. Our Citizens are fully engaged in their work throughout the campus. Our Citizens are the hands of God as they help each other and help change the way our many visitors and shoppers view adults with disabilities.Our recreational programs consisting of sports, fitness, fine arts, and ministry in service to others, along with their work, allow our Citizens to live a life of meaning and purpose. | Desc |
| Total Program Service Expenses | $11,023,568 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 485 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jerry McGreer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2813752185 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1752 FM 1489 | AddressLine1Txt |
| City | Brookshire | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77423 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Brad Tucker | ||||||||
| Chair | 6.00 | 1.75 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Michael L Hall | ||||||||
| Vice Chair | 2.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Barbara W Bellatti | ||||||||
| Board Member | 2.00 | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Vita Goodell | ||||||||
| Board Member | 4.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Kay House | ||||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Carol Linn | ||||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Peggy McGaughy | ||||||||
| Board Member | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Jacob Robinson | ||||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John J Scales | ||||||||
| Board Member | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Edward Bud Simpson | ||||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| J Scott Thompson | ||||||||
| Board Member | 2.00 | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| James Tomforde | ||||||||
| Board Member | 4.00 | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Vivian Shudde | ||||||||
| CEO | 50.00 | 0.50 | Yes (X) | Yes (X) | $176,091 | $0 | $22,517 | |
| Yvonne Streit | ||||||||
| E.D. Emeritus | 40.00 | 0.25 | Yes (X) | Yes (X) | $104,386 | $0 | $2,090 | |
| Bill Rondon | ||||||||
| Chief Operating Officer from Jul 21 | 50.00 | 0.00 | Yes (X) | $75,910 | $0 | $0 | ||
| Jerry McGreer | ||||||||
| Chief Financial Officer | 50.00 | 0.00 | Yes (X) | $84,159 | $0 | $18,665 | ||
| Carol Ostlind Thornburg | ||||||||
| Chief Adv Officer | 50.00 | 0.00 | $158,212 | $0 | $11,717 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $598,758 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $54,989 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cotton Commercial | |||||
| PO Box 1265 | Houston | TX | 77251 | Repairs, remediation | $903,210 |
| David Weekley Homes | |||||
| 1444 NW Freeway | Houston | TX | 77040 | Construction | $666,295 |
| Junction Landscape | |||||
| PO Box 787 | Brookshire | TX | 77423 | Landscape services | $294,745 |
| Chrispa House | |||||
| 1368 Prince Ave | Athens | GA | 30606 | Documentary production | $161,650 |
| Keystone Consulting | |||||
| 518 Brooks Street | Sugar Land | TX | 77478 | IT services | $124,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,589,043 | FundraisingAmt |
| Related Organizations | $1,565,183 | RelatedOrganizationsAmt |
| All Other Contributions | $4,304,668 | AllOtherContributionsAmt |
| Noncash Contributions | $621,849 | NoncashContributionsAmt |
| Total Contributions | $8,458,894 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition-Brookwood Comm. | 611710 | $7,831,216 | $7,831,216 |
| The Cafe at Brookwood | 722100 | $712,024 | $712,024 |
| Other program rev. | 611710 | $344 | $344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,543,584 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,786 | TotalRevenueColumnAmt |
| Exclusion | $6,786 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $465,488 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $465,488 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $465,488 | TotalRevenueColumnAmt |
| Exclusion | $465,488 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,784 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,784 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,784 | TotalRevenueColumnAmt |
| Exclusion | $5,784 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,589,043 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $78,842 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$41,342 | TotalRevenueColumnAmt |
| Exclusion | -$41,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,950,858 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,916,378 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,480 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,480 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBI from partnership | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | -$83,965 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$83,965 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$83,965 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,389,709 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,578,064 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$83,965 | UnrelatedBusinessRevenueAmt |
| Exclusion | $436,716 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,659 | TotalAmt |
| Program Services | $4,659 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,194,700 | TotalAmt |
| Program Services | $1,194,700 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,746 | TotalAmt |
| Program Services | $306,399 | ProgramServicesAmt |
| Management And General | $239,801 | ManagementAndGeneralAmt |
| Fundraising | $41,546 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,524 | TotalAmt |
| Program Services | $36,524 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,973,039 | TotalAmt |
| Program Services | $5,513,955 | ProgramServicesAmt |
| Management And General | $1,083,034 | ManagementAndGeneralAmt |
| Fundraising | $376,050 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,945 | TotalAmt |
| Program Services | $72,618 | ProgramServicesAmt |
| Management And General | $17,098 | ManagementAndGeneralAmt |
| Fundraising | $9,229 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,062,312 | TotalAmt |
| Program Services | $855,820 | ProgramServicesAmt |
| Management And General | $175,618 | ManagementAndGeneralAmt |
| Fundraising | $30,874 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,049 | TotalAmt |
| Program Services | $404,226 | ProgramServicesAmt |
| Management And General | $96,049 | ManagementAndGeneralAmt |
| Fundraising | $27,774 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,860 | TotalAmt |
| Management And General | $124,860 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,756 | TotalAmt |
| Program Services | $186,009 | ProgramServicesAmt |
| Management And General | $86,547 | ManagementAndGeneralAmt |
| Fundraising | $19,200 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,528 | TotalAmt |
| Program Services | $7,528 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,492 | TotalAmt |
| Program Services | $51,490 | ProgramServicesAmt |
| Management And General | $152,867 | ManagementAndGeneralAmt |
| Fundraising | $97,135 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,731 | TotalAmt |
| Program Services | $45,898 | ProgramServicesAmt |
| Management And General | $13,873 | ManagementAndGeneralAmt |
| Fundraising | $17,960 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,244 | TotalAmt |
| Program Services | $286,587 | ProgramServicesAmt |
| Management And General | $15,572 | ManagementAndGeneralAmt |
| Fundraising | $85 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,096 | TotalAmt |
| Program Services | $5,896 | ProgramServicesAmt |
| Fundraising | $200 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,307 | TotalAmt |
| Program Services | $210,836 | ProgramServicesAmt |
| Management And General | $20,314 | ManagementAndGeneralAmt |
| Fundraising | $10,157 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,186 | TotalAmt |
| Program Services | $274,613 | ProgramServicesAmt |
| Management And General | $8,943 | ManagementAndGeneralAmt |
| Fundraising | $18,630 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Program supplies | $902,787 | $902,787 | ||
| Equip maintenance | $658,532 | $584,514 | $71,981 | $2,037 |
| Document expenses | $162,478 | $0 | $162,478 | $0 |
| Licenses and permits | $67,615 | $67,615 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,436 | TotalAmt |
| Program Services | $10,894 | ProgramServicesAmt |
| Management And General | $77,291 | ManagementAndGeneralAmt |
| Fundraising | $251 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,021,022 | TotalAmt |
| Program Services | $11,023,568 | ProgramServicesAmt |
| Management And General | $2,346,326 | ManagementAndGeneralAmt |
| Fundraising | $651,128 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,976,079 | BOYAmt |
| EOY | $1,158,056 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,529 | BOYAmt |
| EOY | $7,530 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,470,248 | BOYAmt |
| EOY | $1,283,748 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,050 | BOYAmt |
| EOY | $139,574 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,369 | BOYAmt |
| EOY | $697,267 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $300 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,249,196 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,549,786 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,377,352 | BOYAmt |
| EOY | $1,699,410 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,112 | BOYAmt |
| EOY | $871,932 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,710,239 | BOYAmt |
| EOY | $6,057,817 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,729,435 | BOYAmt |
| EOY | $1,228,770 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,091 | BOYAmt |
| EOY | $441,805 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,277 | BOYAmt |
| EOY | $133,652 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,444 | BOYAmt |
| EOY | $69,161 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,448,247 | BOYAmt |
| EOY | $1,873,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$8,850,128 | BOYAmt |
| EOY | -$11,948,616 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,112,120 | BOYAmt |
| EOY | $16,133,045 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,261,992 | BOYAmt |
| EOY | $4,184,429 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,710,239 | BOYAmt |
| EOY | $6,057,817 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,368,687 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$5,446,250 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,128,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,546,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,040,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,886,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,458,894 | CurrentTaxYearAmt |
| Total | $64,060,306 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,128,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,546,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,040,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,886,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,458,894 | CurrentTaxYearAmt |
| Total | $64,060,306 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,518,657 | SubstantialContributorsTotAmt |
| Public Support Total170 | $54,541,649 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $257,333 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200,514 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $172,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $472,274 | CurrentTaxYearAmt |
| Total | $1,190,309 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $22,953 | CurrentTaxYearMinus3YearsAmt |
| Total | $22,953 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $65,273,568 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $57,472,808 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,974,317 | BeginningYearBalanceAmt |
| Contributions | $368,164 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,868,329 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,594,040 | OtherExpendituresAmt |
| End Year Balance | $45,880,112 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,943,138 | BeginningYearBalanceAmt |
| Contributions | $648,908 | ContributionsAmt |
| Investment Earnings Or Losses | $5,990,076 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,607,805 | OtherExpendituresAmt |
| End Year Balance | $49,974,317 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,064,293 | BeginningYearBalanceAmt |
| Contributions | $260,299 | ContributionsAmt |
| Investment Earnings Or Losses | $98,147 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,479,601 | OtherExpendituresAmt |
| End Year Balance | $44,943,138 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,700,118 | BeginningYearBalanceAmt |
| Contributions | $193,981 | ContributionsAmt |
| Investment Earnings Or Losses | $1,828,714 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $658,520 | OtherExpendituresAmt |
| End Year Balance | $46,064,293 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,377,857 | BeginningYearBalanceAmt |
| Contributions | $186,533 | ContributionsAmt |
| Investment Earnings Or Losses | $2,514,251 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,378,523 | OtherExpendituresAmt |
| End Year Balance | $44,700,118 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.30270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.49460 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20270 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,746,520 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,549,786 | DepreciationAmt |
| Book Value | $1,196,734 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $502,676 | OtherCostOrOtherBasisAmt |
| Book Value | $502,676 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,699,410 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Mineral interest | $100 |
| Other valuables | $9,641 |
| CSV of life insurance policies | $13,171 |
| Due from Briarwood School | $56,454 |
| Due from Endowment | $166,236 |
| Funds held for students | $133,652 |
| Due from Brookwood Holding Company | $492,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $871,932 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred compensation | Desc |
| Amt | $69,161 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $69,161 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | Brookwood holds funds in trusts for its residents. Brookwood does not have discretion over the use of these funds. Funds held for others are included in the Organization's other assets and are reported as a liability of the Organization. |
| Part V, Line 4: | Donor-restricted endowment funds support Brookwood operations, staff development, tuition assistance, building maintenance, residential home maintenance, continuing care, educational chair, technology, capital improvements, and additions to property. Board-designated endowment funds support general operations, continuing care, retail expansion, worship center, staff development, tuition assistance, facilities, nursing, and enterprise activities. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Notice of non-discrimination policy is posted on the Brookwood Community website. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Inspiring Purpose | Event1Nm |
| Gross Receipts Event1 | $1,053,031 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,015,531 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,500 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $21,806 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $30,000 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $27,036 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Tounmnt | Event2Nm |
| Gross Receipts Event2 | $1,544,381 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,544,381 | CharitableContriEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $29,131 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $29,131 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $2,626,543 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,589,043 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,500 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,806 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $30,000 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,036 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $78,842 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$41,342 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Brookwood Community Tuition Assistance | GrantTypeTxt |
| Recipient | 81 | RecipientCnt |
| Non Cash Assistance | $1,194,700 | NonCashAssistanceAmt |
| Valuation Method Used | Cost of tuition reduction | ValuationMethodUsedDesc |
| Non Cash Assistance | Tuition reduction | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Students are given an evaluation by an independent financial advisor every three years. Based on the individual's parent's tax return, the advisor provides a recommended response to the request for tuition assistance. The recommendation is documented on the Financial Evaluation Report, signed by the evaluator and family members. The CEO makes the final decision on tuition assistance after receiving recommendations from the scholarship committee and the independent financial advisor. Tuition assistance stays the same until the subsequent evaluation. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vivian Shudde | ||||||||||||||
| CEO | $176,091 | $0 | $0 | $0 | $0 | $0 | $3,518 | $0 | $18,999 | $0 | $198,608 | $0 | $0 | $0 |
| Carol Ostlind Thornburg | ||||||||||||||
| Chief Adv Officer | $158,212 | $0 | $0 | $0 | $0 | $0 | $3,167 | $0 | $8,550 | $0 | $169,929 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neal Shudde | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Related to Director | RelationshipDescriptionTxt |
| Transaction | $36,524 | TransactionAmt |
| Transaction | Employee compensation | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $533,709 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Supplies | 24 | $63,332 | FMV |
| Yes (X) | Furniture | 11 | $14,075 | FMV |
| Yes (X) | Equipment | 14 | $10,733 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Yvonne Streit is the mother of Vivian Shudde. |
| Form 990, Part VI, Section A, line 6 | The Brookwood Holding Company is the sole member of the corporation. |
| Form 990, Part VI, Section B, line 11b | Management and the Finance Committee Chairperson review Form 990 and provide a copy to the board before filing. |
| Form 990, Part VI, Section B, line 12c | Directors must submit a conflict of interest disclosure form annually, with receipt of these forms monitored to ensure compliance. For any interest disclosed to the Chairman of the Board of Directors, the Chairman will determine whether to: (a) take no action; (b) assure full disclosure to the Board of Directors and other individuals covered by this policy; (c) ask the person to recuse from participation in related discussions or decisions within the Organization; or (d) ask the person to resign from their position in the Organization or, if the person refuses to resign, become subject to possible removal under the Organization's removal procedures. The Organization's Chief Executive Officer will monitor any proposed or ongoing transactions for conflicts of interest and disclose them to the Chairman of the Board of Directors to deal with potential or actual conflicts, whether discovered before or after the transaction. |
| Form 990, Part VI, Section B, line 15 | The organization uses an Executive Salary Survey for consideration by the Compensation Committee of the Brookwood Community's Board of Directors. The data is gathered through the information in IRS 990s and other information available on the Internet to provide consistency. The survey includes local area non-profits and selects similar organizations from across the country. The salary survey in the response to Part VI, Questions 15a and 15b, represents reasonable comparisons for our positions of Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, Chief Advancement Officer, and Chief HR Officer. |
| Form 990, Part VI, Section C, line 19 | Upon request. |
| Form 990, Part XI, line 9: | Winter Storm Uri insurance proceeds 1,197,391. Winter Storm Uri damage expenses -1,194,543. Intercompany -2,873,083. Change in beneficial interest in property -1,380,466. Change in interest in Brookwood Endowment, Inc. -1,195,549. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Garden Beverages LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1752 FM 1489 | AddressLine1Txt |
| City | Brookshire | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273707255 | EIN |
| Primary Activities | Alcohol sales in Cafe | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $23,702 | TotalIncomeAmt |
| End Of Year Assets | $9,821 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brookwood Community Inc | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| The Briarwood School | ||||||||||
| 12207 Whittington Drive | Houston | TX | 77077 | 814638450 | School | TX | 501(c)(3) | 2 | N/A | 0 |
| The Brookwood Endowment Inc | ||||||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | 814680678 | Support Brookwood Community & Briarwood School | TX | 501(c)(3) | 12b | N/A | 0 |
| The Brookwood Holding Company | ||||||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | 814652390 | Support Brookwood Community & Briarwood School | TX | 501(c)(3) | 12b | N/A | 0 |
| The Brookwood Real Prop Holding Co | ||||||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | 814641189 | Support Brookwood Community & Briarwood School | TX | 501(c)(3) | 12b | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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