2017-06-15T09:37:57-07:00 2016-07-31 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990 2015-08-01 741587672 Briarwood-Brookwood Inc BRIA 2813752100 1752 FM 1489 Brookshire TX 77423 Mrs Vivian Shudde CEO 2017-06-15 true Jody Blazek P00072674 7134395739 X 2015 2021-01-29 14:40:06Z Mrs Vivian Shudde 1752 FM 1489 Brookshire TX 77423 60326469 false false X brookwoodcommunity.org & briarwoodschool.org X 1968 TX Briarwood School (330 students) uses special methods to instruct children with learning and functional disabilities. Brookwood Community (112 residents, 100 day students) provides an environment for persons with functional disabilities to live and work. 13 10 763 300 -13730 -14230 11198069 7826313 15709677 15740380 1683119 2947333 654713 544552 29245578 27058578 2198507 2565258 0 14518440 14588771 0 892665 6388699 6800521 23105646 23954550 6139932 3104028 101908471 101205938 3985704 3514992 97922767 97690946 X Briarwood School empowers students with diagnosed learning differences or developmental disorders to reach their maximum potential through diagnostic-prescriptive instruction in a structured academic environment. Brookwood Community provides an educational environment that creates meaningful jobs, builds a sense belonging , and provides a sense of purpose of the lives of adults with disabilities. false true 13137213 2060209 8430352 The Brookwood Community is a residential and day program for adults with disabilities. Brookwood serves 112 "Citizens" (adults with disabilities)in our residential program and an additional 100 in our day program. Our goal is to provide an environment that allows our Citizens to fulfill upon their God given purpose for their lives. We accomplish this through 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, 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 store and cafe, turning diners and shoppers into Brookwood Community supporters. Our Citizens are fully engaged in their jobs 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 vocational program consisting of sports, fitness, ministry in service to others, and fine arts all combined with the jobs they perform, allow them to live a life of purpose and meaning. 7956983 505049 7443144 The Briarwood School is a school for children with learning disabilities. It serves 330 children in grades K through 12 who have a wide variety of learning disabilities. The majority of the operating funds are received through monthly tuitions, which are based on a "break-even" concept. That is, tuitions should cover operating costs such as teaching and administrative salaries, supplies, and the operating and maintenance expense of the facilities. All disbursements are made to vendors offering the best price for the product or service needed. Teachers are paid based on experience and background. Any child with a learning disability is eligible for enrollment. Donations are used to provide scholarships, equipment, and for building replacement and expansion. 21094196 true true false false false false false false true true true false false false true false true false true false false false false false true false false true true true false false false false false false false false false true false true false false false true false false false false false true 35 0 true 763 true false false false false false false true true false 0 false false false true false false false false false false X 13 10 true false false false false false false true true false false true true true true true true true true false X Dean McGee 2813752185 1752 FM 1489 Brookshire TX 77423 Mr Stephen C Beasley Chair 6.00 0.00 X X 0 0 0 Mr David R Streit Vice Chair 4.00 0.00 X X 0 0 0 Mrs Barbara Bellati Board Member 1.00 0.00 X 0 0 0 Mr Michael Hall Board Member 1.00 0.00 X 0 0 0 Mr John Kiltz Board Member 1.00 0.00 X 0 0 0 Mrs Dea L Larson Board Member 1.00 0.00 X 0 0 0 Mrs Peggy McGaughy Board Member 1.00 0.00 X 0 0 0 Mr John Scales Board Member 1.00 0.00 X 0 0 0 Mr J Scott Thompson Board Member 1.00 0.00 X 0 0 0 Mr Brad Tucker Board Member 1.00 0.00 X 0 0 0 Mr Thomas H Wilson Board Member 1.00 0.00 X 0 0 0 Mrs Vivian Shudde CEO 50.00 0.00 X X 159576 0 15077 Mrs Yvonne Streit E.D. Emeritus 50.00 0.00 X X 99802 0 10081 259378 25158 1 false true false Gaeke Construction PO Drawer 509 Giddings TX 78942 Construction 433181 King Contruction PO Box 10 Wallis TX 77485 Construction 307895 Meritain Health PO Box 27267 Minneapolis MN 55427 Health plan admin 298829 Keystone Consulting 518 Brooks St Sugar Land TX 77478 Network admin 113340 Polar Air PO Box 630007 Houston TX 77263 HVAC 102340 5 2071843 5754470 172525 7826313 The Cafe at Brookwood 722100 1029946 1029946 Tuition-Briarwood School 611710 7378532 7378532 Tuition-Brookwood Comm. 611710 7256728 7256728 Various program rev. 611710 75174 75174 15740380 2285878 -13730 2299608 0 23746 23746 294059 294059 294059 294059 29893919 179256 29409703 2017 484216 177239 661455 661455 56150 2071843 99451 -43301 -43301 0 3889836 3756720 133116 133116 Surface damages 900099 136932 136932 136932 27058578 15873496 -13730 3372499 1000451 1000451 1564807 1564807 0 0 274536 57195 160145 57196 36666 36666 11727766 10472818 809506 445442 119226 112715 4858 1653 1545503 1413697 98249 33557 885074 775581 72660 36833 0 39261 39261 56879 56879 0 0 28495 28495 358017 286865 71152 0 446274 155388 167093 123793 0 0 583837 500635 50832 32370 44549 44549 0 0 0 0 2253771 1992183 181523 80065 298491 272182 20718 5591 Program supplies & activities 989432 989432 Equipment maintenance & repair 757460 670520 82087 4853 Cafe food 387152 387152 Furniture & fixtures 245340 245340 311563 116020 195383 160 23954550 21094196 1967689 892665 536321 481596 3219636 3507273 2355427 1688053 124364 146980 0 0 500000 500000 1460496 1399292 14403 90438 63953874 31785659 33541621 32168215 56276593 56899007 3715356 4209842 0 0 164254 115242 101908471 101205938 1196937 968351 2418456 2240372 207699 158542 162612 147727 3985704 3514992 X 53859914 52873369 17513966 17868550 26548887 26949027 97922767 97690946 101908471 101205938 3104028 -3335849 X false true X true false X Part I: Additional Information Briarwood-Brookwood, 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 as a PDF attachment to the Form 990. The Schedule A Part II, calculates the Schools public support percentage for year end 7/31/16 as 74.82%. 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 false true X 47994609 626931 -495433 477000 47649107 46214454 1050655 1248824 519324 47994609 38805187 2942146 4498389 31268 46214454 34481736 428553 3955600 60702 38805187 31976269 2236931 281894 13358 34481736 0.27260 0.56560 0.16180 false false false 2962326 2962326 50634120 23073792 27560328 6922039 6000449 921590 3435389 2711418 723971 32168215 Hedge Fund 539269 F Other 36885 C Deferred compensation 147727 147727 26136604 -3335849 250457 -3085392 29221996 28495 -2191913 -2163418 27058578 26368425 250457 3756720 4007177 22361248 28495 1564807 1593302 23954550 Part IV, Line 2b: Explanation of escrow account liability Briarwood-Brookwood holds funds for several related groups of the School. The School has limited discretion over the use of these funds. Additionally, 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 Organizations other assets and are reported as a liability of the Organization. Part V, Line 4: Intended uses of the endowment fund. Donor-restricted endowment funds are dedicated to support Briarwood and Brookwood operations, staff development, tuition assistance, building maintenance, residential homes maintenance, continuing care, educational chair, retail building maintenance, and technology. Board-designated endowment funds are dedicated to support general operations, continuing care, retail expansion, worship center, staff development, tuition assistance, and enterprise activities. Part XII, Line 2d: Other expenses and losses per audited F/S Cost of Goods Sold $3756720 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Briarwood School financial aid $505049 Brookwood Comm. financial aid $1059758 true true true true true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized Notice of non-discrimination policy is published annually in the Houston Chronicle. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race false Luncheon 1493510 1465560 27950 42937 460 Friends of Briarwood 634483 606283 28200 41939 1750 12365 2127993 2071843 56150 84876 1750 12825 99451 -43301 true Brookwood in Georgetown 347 Mason Court Georgetown TX 78628 472152393 501(c)(3) 1000451 0 Purchase land and building 1 0 Brookwood Community Tuition Assistance 82 1059758 Amt of tuition reduction Tuition reduction Briarwood School Tuition Assistance 68 505049 Amt of tuition reduction Tuition reduction Grantmaker's Description of How Grants are Used Brookwood Procedures: 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 which is signed by both the evaluator and a family member. The Executive Director makes the final decision on tuition assistance. Tuition assistance stays the same until the next evaluation.Briarwood Procedures: Parents apply online for tuition assistance through NAIS School and Student Service for Financial Aid. A report of Family Contribution for the upcoming school year indicates an estimated amount the parent can contribute for the tuition. These reports are reviewed by the Head of School and Admissions Director. An amount of tuition assistance is decided upon and the parents are sent a letter indicating this amount with a request for acceptance to be returned to the school. X X false false false false false false false false false false Mrs Vivian Shudde CEO 106776 52800 3327 11750 174653 Neal Shudde Relative of bd mbr 36666 Employee comp true X 2 57358 FMV X 1 41087 FMV X Supplies 8 74080 FMV false true false Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services Methodology for conduct of product handling and sales has changed this year to focus all activity on Citizen training. Therefore, all revenues for citizen-centric inventory sales are now related to our mission. Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et David R. Streit is married to Yvonne T. Streit. Vivian S. Shudde is their daughter. Form 990, Part VI, Line 11b: Form 990 Review Process Management and the Finance Committee Chairperson review the Form 990 and provide a copy to the board prior to filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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 his or her position in the Organization or, if the person refuses to resign, become subject to possible removal in accordance with the Organizations removal procedures. The Organizations Executive Director will monitor any proposed or ongoing transactions for conflicts of interest and disclose them to the Chairman of the Board of Directors in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The organization uses an Executive Salary Survey for consideration by the Compensation Committee of Briarwood-Brookwood, Inc.s Board of Directors. In order to provide consistency, the data is gathered through information contained in IRS 990s and other information available on the Internet. The survey includes both local area non-profits and select similar organizations from across the country. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The salary survey referred to in the response for Part VI, Question 15a represents reasonable comparisons for our positions of Executive Director, Director of Citizens and Community Programs, Director of Operations, and Briarwood Head of School. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Upon request. Garden Beverages LLC 1752 FM 1489 Brookshire TX 77423 273707255 Alcohol sales in Cafe TX 379268 15962 Briarwood-Brookwood Inc false false false false false false false false false false false false false false false false false false false