2022-06-13T17:59:39-05:00 2021-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2020-08-01 741587672 The Brookwood Community Inc BROO 2813752100 1752 FM 1489 Brookshire TX 77423 Vivian Shudde CEO 2813752100 2022-06-13 1 Vivian Shudde 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z Vivian Shudde 1752 FM 1489 Brookshire TX 77423 22225987 0 X www.brookwoodcommunity.org X 1968 TX 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 own support; and grow socially, emotionally, and spiritually. 11 8 474 3000 -68336 -68336 6031834 10986813 8077963 8113950 13414 8999 477105 219816 14600316 19329578 1154352 1303950 0 0 8140020 8375050 0 0 660744 2783435 2999502 12077807 12678502 2522509 6651076 10563956 8710239 3662562 2448247 6901394 6261992 X The Brookwood Community provides an educational environment that creates meaningful jobs, builds a sense of belonging, and awakens real purpose for adults with disabilities. 0 0 10017645 1303950 8323182 See Schedule OThe Brookwood Community is a residential and day program for adults with disabilities. Brookwood serves 108 "Citizens" (adults with disabilities) in our residential program and an additional 93 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 opportunities for spiritual, social, and vocational development. 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, 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. 10017645 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 1 14 0 1 474 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 8 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jerry McGreer 2813752185 1752 FM 1489 Brookshire TX 77423 Brad Tucker Chair 6.00 1.25 X X 0 0 0 Michael L Hall Vice Chair 2.00 1.00 X X 0 0 0 Barbara W Bellatti Board Member 2.00 1.25 X 0 0 0 Norman T Brinkman Board Member 4.00 0.25 X 0 0 0 Vita Goodell Board Member 4.00 0.50 X 0 0 0 Kay House Board Member 2.00 0.00 X 0 0 0 John Kiltz Board Member 2.00 0.25 X 0 0 0 Dea Larson Board Member 2.00 1.00 X 0 0 0 Peggy McGaughy Board Member 2.00 1.00 X 0 0 0 John J Scales Board Member 2.00 0.00 X 0 0 0 J Scott Thompson Board Member 2.00 0.75 X 0 0 0 James Tomforde Board Member 2.00 0.00 X 0 0 0 Vivian Shudde Executive Dir. 50.00 1.00 X X 179082 0 21323 Yvonne Streit E.D. Emeritus 40.00 1.00 X X 108501 0 2170 Elizabeth Carlyle COO 50.00 X 188658 0 13848 Carol Ostlind Thornburg Chief Adv Officer 50.00 X 161745 0 11155 637986 0 48496 4 0 1 0 David Weekley Homes 1444 NW Freeway Houston TX 77040 Construction 2392658 Keystone Consulting 518 Brooks Street Sugarland TX 77478 IT services 118415 KDT Electric PO Box 352 Pattison TX 77466 Electrical services 113941 Junction Landscape PO Box787 Brookshire TX 77423 Landscape services 101453 4 1559790 1883645 7543378 220905 10986813 Tuition-Brookwood Comm. 611710 7776806 7776806 The Cafe at Brookwood 722100 276967 276967 Various program rev. 611710 60177 60177 8113950 8999 8999 78920 0 78920 78920 78920 3105641 2896409 209232 209232 UBI from partnership 525990 -68336 -68336 -68336 19329578 8323182 -68336 87919 44329 44329 1259621 1259621 469298 303339 126377 39582 32764 32764 6808821 5253799 1147522 407500 64714 58418 4247 2049 483468 362758 104941 15769 515985 399637 85881 30467 75830 75830 195892 137529 40763 17600 7427 7427 246235 788 176179 69268 93219 51680 21167 20372 291981 281755 10161 65 3315 3116 199 302770 264537 25489 12744 250988 223982 7266 19740 Program supplies 708324 708324 Equipment maintenance 577044 511413 63789 1842 Uncollectible amounts 66089 66089 Renovation & repairs 47885 47885 132503 46340 62616 23547 12678502 10017645 2000113 660744 1643953 1976079 7527 7529 4224274 3470248 149331 142050 400000 300000 744847 582369 8060 1500 6739232 5361880 2881819 1377352 504145 853112 10563956 8710239 976766 1729435 621908 502091 125452 142277 1938436 74444 3662562 2448247 X -10097825 -8850128 16999219 15112120 6901394 6261992 10563956 8710239 X 6651076 -7290478 X 0 1 X 1 0 X 13036938 17128066 13546672 6040574 18886100 68638350 13036938 17128066 13546672 6040574 18886100 68638350 15705632 52932718 1385322 257333 200514 172269 87919 2103357 22953 22953 70764660 66529429 0.74800 0.79700 X Part I- Supplemental Information Brookwood Community, Inc is classified as a School under IRC Section 170(b)(1)(A)(ii). As such, it is not required to complete the Schedule A Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi). The School is voluntarily including Schedule A Part II. For Schedule B Schedule of Contributors, the School meets the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi) and is reporting under the Special Rule. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 44943138 648908 5990076 1607805 49974317 46064293 260299 98147 1479601 44943138 44700118 193981 1828714 658520 46064293 52377857 186533 2514251 10378523 44700118 47649107 1592132 3708538 571920 52377857 0.30710 0.44900 0.24390 0 1 1 6610492 5361880 1248612 128740 128740 1377352 Mineral interest 100 Other valuables 9641 CSV of life insurance policies 13171 Due from Briarwood School 15140 Due from Endowment 135977 Funds held for students 142277 Stop loss payment 169938 Due from Brookwood Holding Company 366868 853112 Deferred compensation 74444 74444 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Notice of non-discrimination policy is posted on the Brookwood Community website. Schedule E, Part I, Line 6 In April 2020, Brookwood received financial relief of $1,878,359 from the Paycheck Protection Program (PPP) loan through the Small Business Administration. Brookwood met eligibility requirements and used the loan to fund qualified payroll and other eligible costs. In fiscal year 2021, Brookwood was notified that principal and interest on the loan had been forgiven and $1,883,645 was recognized as government grant revenue. 1 Brookwood in Georgetown Vocational Inc 905 N Church Georgetown TX 78626 472182393 501(c)(3) 44329 General support Brookwood Community Tuition Assistance 87 1259621 Cost of tuition reduction Tuition reduction Part I, Line 2: The close relationship between Brookwood Community and Brookwood in Georgetown monitors the use of funds granted. 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 Executive Director makes the final decision on tuition assistance. Tuition assistance stays the same until the subsequent evaluation. X X X 0 0 0 0 0 0 0 0 0 Elizabeth Carlyle COO 188658 0 0 0 0 0 0 0 13848 0 202506 0 0 0 Vivian Shudde Executive Dir. 179082 0 0 0 0 0 3582 0 17741 0 200405 0 0 0 Carol Ostlind Thornburg Chief Adv Officer 161745 0 0 0 0 0 3235 0 7920 0 172900 0 0 0 Neal Shudde Related to Director 32764 Employee compensation 0 X 9 203509 FMV X Supplies 5 11264 FMV X Equipment 1 4340 FMV X Furniture 3 1792 FMV 2 0 1 0 Form 990, Part VI, Section A, line 2 Yvonne Streit is the mother of Vivian Shudde and Vita Goodell. 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 the Form 990 and provide a copy to the board prior to filing. Form 990, Part VI, Section B, line 12c Directors must submit a conflict of interest disclosure form annually, with receipt of these forms being 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 contained in IRS 990s and other information available on the Internet to provide consistency. The survey includes both local area non-profits and selects similar organizations from across the country. The salary survey in the response for Part VI, Question 15a and 15b, represents reasonable comparisons for our positions of Chief Executive Officer, Chief Programs Officer, Chief Operating Officer, Chief Advancement Officer, and Chief HR Officer. Form 990, Part VI, Section C, line 19 Upon request. Form 990, Part XI, line 9: Brookwood Real Property Holding Co -1,930,377. Transfer to Brookwood Endowment -11,097,217. Intercompany 6,126,459. Grant reversion -389,343. Garden Beverages LLC 1752 FM 1489 Brookshire TX 77423 273707255 Alcohol sales in Cafe TX 12624 13525 Brookwood Community Inc The Briarwood School 12207 Whittington Drive Houston TX 77077 814638450 School TX 501(c)(3) 2 NA 0 The Brookwood Endowment Inc 1752 FM 1489 Brookshire TX 77423 814680678 Support Brookwood Community & Briarwood School TX 501(c)(3) 12b NA 0 The Brookwood Holding Company 1752 FM 1489 Brookshire TX 77423 814652390 Support Brookwood Community & Briarwood School TX 501(c)(3) 12b NA 0 The Brookwood Real Prop Holding Co 1752 FM 1489 Brookshire TX 77423 814641189 Support Brookwood Community & Briarwood School TX 501(c)(3) 12b NA 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0