THE BROOKWOOD COMMUNITY INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE BROOKWOOD COMMUNITY INC (EIN 74-1587672)
- Tax period
- 2009-08-01 to 2010-07-31
- Filed
- 2011-06-15
- IRS object ID
- 201111669349300016
- Schema version
- 2009v1.7
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-15T08:46:16-07:00 | Timestamp |
| Tax Period End Date | 2010-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770275132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741587672 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Briarwood-Brookwood Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRIA | NameControl |
| Phone | 2813752100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1752 FM 1489 | AddressLine1 |
| City | Brookshire | City |
| State | TX | State |
| ZIP Code | 77423 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Vivian Shudde | Name |
| Title | Executive Director | Title |
| Date Signed | 2011-06-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jody Blazek | Name |
| Phone | 7134395739 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Vivian Shudde | NameOfPrincipalOfficerPerson |
| Gross Receipts | 30746696 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | brookwoodcommunity.org & briarwoodschool.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Briarwood School (300 students) uses special methods to instruct children with learning and functional disabilities. Brookwood Community (108 residents, 60 day students) provides an environment for persons with functional disabilities to live and work. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 616 | TotalNbrEmployees |
| Total Nbr Volunteers | 120 | TotalNbrVolunteers |
| Total Gross UBI | 284188 | TotalGrossUBI |
| Contributions Grants Prior Year | 7557008 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4576576 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12424929 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12736540 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1240054 | InvestmentIncomePriorYear |
| Investment Income Current Year | 295620 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -287338 | OtherRevenuePriorYear |
| Other Revenue Current Year | -247740 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18454545 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17360996 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1316750 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1354695 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10898166 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11257493 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 731673 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4464205 | OtherExpensePriorYear |
| Other Expenses Current Year | 4319003 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16679121 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16931191 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1775424 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 429805 | RevenuesLessExpensesCY |
| Total Assets BOY | 71283285 | TotalAssetsBOY |
| Total Assets EOY | 75211830 | TotalAssetsEOY |
| Total Liabilities BOY | 3433495 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4158879 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 67849790 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 71052951 | NetAssetsOrFundBalancesEOY |
| Mission Description | Through the Grace of God, the Brookwood Community provides an environment that creates meaningful jobs, builds a sense of belonging, and demands dignity and respect for adults with special needs.The 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 8131761 | Expense |
| Grants | 934052 | Grants |
| Revenue | 6973819 | Revenue |
| Description | The Brookwood Community was established to offer both a residential and day program for functionally disabled adults. It serves 108 residents and 55-60 day program participants (our Citizens) who have a wide variety of disabilities. Brookwood is funded entirely by the private sector, relying on tuition, operating contributions (from individuals, foundations, corporations, and religious organizations), and Enterprise revenue derived from the sales of crafts and horticultural products produced by Brookwood Citizens, and revenue from a Cafe in which Citizens serve as waitstaff. Brookwood teaches both life skills and vocational skills so that its Citizens can develop their individual talents to the maximum extent possible and gain a sense of self worth. Operating donations support scholarships, salaries of teachers in the various Enterprises, staff development, and special projects related to the care of Citizens. Donations for endowments and for new facilities and program development are also solicited from the private sector. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6528624 | Expense |
| Grants | 420643 | Grants |
| Revenue | 5762721 | Revenue |
| Description | The Briarwood School is a school for children with learning disabilities. It serves 300 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 14660385 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 616 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | true | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Troy Jasmin | NamePerson |
| Telephone Number | 2813752185 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1752 FM 1489 | AddressLine1 |
| City | Brookshire | City |
| State | TX | State |
| ZIP Code | 77423 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Mrs Yvonne Streit | ||||||
| E.D. Emeritus | 50.00 | X | X | 67581 | 0 | 14412 |
| Mrs Vivian Shudde | ||||||
| Executive Direc | 50.00 | X | X | 104490 | 0 | 23884 |
| Mrs Dea L Larson | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Mr Thomas H Wilson | ||||||
| Board Member | 4.00 | X | 0 | 0 | 0 | |
| Mr Stephen C Beasley | ||||||
| President | 6.00 | X | X | 0 | 0 | 0 |
| Mr Michael J Brady | ||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| Mr J Scott Thompson | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Mr David R Streit | ||||||
| Vice President | 4.00 | X | X | 0 | 0 | 0 |
| Mr D Gibson Walton | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 172071 | TotalReportableCompFromOrg |
| Total Other Compensation | 38296 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 730453 | FundraisingEvents |
| All Other Contributions | 3846123 | AllOtherContributions |
| Noncash Contributions | 347387 | NoncashContributions |
| Total Contributions | 4576576 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Various program rev. | 611710 | 97661 | 97661 |
| Tuition-Brookwood Comm. | 611710 | 5932869 | 5932869 |
| Tuition-Briarwood School | 611710 | 5762721 | 5762721 |
| The Cafe at Brookwood | 722100 | 943289 | 943289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12736540 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1223943 | TotalRevenueColumn |
| Exclusion | $1,223,943 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5858 | TotalRevenueColumn |
| Exclusion | $5,858 | ExclusionAmount |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8368715 | Securities |
| Other | 800 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9297838 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -929123 | Securities |
| Other | 800 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -928323 | TotalRevenueColumn |
| Exclusion | -$928,323 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 285657 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 730453 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 94259 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 191398 | TotalRevenueColumn |
| Exclusion | $191,398 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 3548607 | GrossSalesOfInventory |
| Cost Of Goods Sold | 3993603 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -444996 | TotalRevenueColumn |
| Related Or Exempt Function Income | -729184 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 284188 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17360996 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12007356 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 284188 | UnrelatedBusinessRevenue |
| Exclusion | $492,876 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1354695 | Total |
| Program Services | 1354695 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210367 | Total |
| Program Services | 185771 | ProgramServices |
| Management And General | 16397 | ManagementAndGeneral |
| Fundraising | 8199 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9030767 | Total |
| Program Services | 7727342 | ProgramServices |
| Management And General | 898208 | ManagementAndGeneral |
| Fundraising | 405217 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106660 | Total |
| Program Services | 77922 | ProgramServices |
| Management And General | 28738 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1251274 | Total |
| Program Services | 1163227 | ProgramServices |
| Management And General | 44208 | ManagementAndGeneral |
| Fundraising | 43839 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 658425 | Total |
| Program Services | 566624 | ProgramServices |
| Management And General | 62330 | ManagementAndGeneral |
| Fundraising | 29471 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40320 | Total |
| Program Services | 8064 | ProgramServices |
| Management And General | 32256 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43504 | Total |
| Management And General | 43504 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91279 | Total |
| Program Services | 71621 | ProgramServices |
| Management And General | 1935 | ManagementAndGeneral |
| Fundraising | 17723 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1046772 | Total |
| Program Services | 946294 | ProgramServices |
| Management And General | 57792 | ManagementAndGeneral |
| Fundraising | 42686 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28391 | Total |
| Program Services | 17035 | ProgramServices |
| Management And General | 4258 | ManagementAndGeneral |
| Fundraising | 7098 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600274 | Total |
| Program Services | 516135 | ProgramServices |
| Management And General | 52011 | ManagementAndGeneral |
| Fundraising | 32128 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16573 | Total |
| Program Services | 16573 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18483 | Total |
| Program Services | 18483 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1647042 | Total |
| Program Services | 1454195 | ProgramServices |
| Management And General | 133557 | ManagementAndGeneral |
| Fundraising | 59290 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214762 | Total |
| Program Services | 192745 | ProgramServices |
| Management And General | 16329 | ManagementAndGeneral |
| Fundraising | 5688 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Uncollectible amounts | 8043 | 8043 | ||
| Other expenses | 279614 | 100765 | 101160 | 77689 |
| Equipment maintenance & repair | 283946 | 234851 | 46450 | 2645 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16931191 | Total |
| Program Services | 14660385 | ProgramServices |
| Management And General | 1539133 | ManagementAndGeneral |
| Fundraising | 731673 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 309877 | BOY |
| EOY | 375006 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 598440 | BOY |
| EOY | 1467599 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4148777 | BOY |
| EOY | 2075300 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127775 | BOY |
| EOY | 163666 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 865579 | BOY |
| EOY | 846434 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96318 | BOY |
| EOY | 107965 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 54385952 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20906453 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32355329 | BOY |
| EOY | 33479499 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30981152 | BOY |
| EOY | 33623784 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1668993 | BOY |
| EOY | 2934458 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131045 | BOY |
| EOY | 138119 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71283285 | BOY |
| EOY | 75211830 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 922144 | BOY |
| EOY | 905660 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2071613 | BOY |
| EOY | 2534299 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 439738 | BOY |
| EOY | 718920 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3433495 | BOY |
| EOY | 4158879 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40023499 | BOY |
| EOY | 43917494 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5067187 | BOY |
| EOY | 4199509 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22759104 | BOY |
| EOY | 22935948 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67849790 | BOY |
| EOY | 71052951 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71283285 | BOY |
| EOY | 75211830 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26078546 | BeginningOfYearBalance |
| Contributions | 1112554 | Contributions |
| Investment Earnings Or Losses | 2386795 | InvestmentEarningsOrLosses |
| End Of Year Balance | 29577895 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29722212 | BeginningOfYearBalance |
| Contributions | 1222982 | Contributions |
| Investment Earnings Or Losses | -4866648 | InvestmentEarningsOrLosses |
| End Of Year Balance | 26078546 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.22700 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.74710 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02590 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1909291 | OtherCostOrOtherBasis |
| Book Value | 1909291 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44643628 | OtherCostOrOtherBasis |
| Depreciation | 14409028 | Depreciation |
| Book Value | 30234600 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2472448 | OtherCostOrOtherBasis |
| Depreciation | 1597296 | Depreciation |
| Book Value | 875152 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1171713 | OtherCostOrOtherBasis |
| Depreciation | 1107194 | Depreciation |
| Book Value | 64519 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4188872 | OtherCostOrOtherBasis |
| Depreciation | 3792935 | Depreciation |
| Book Value | 395937 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 33479499 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Funds held for students | $178,293 |
| Deferred compensation | $152,335 |
| Construction contracts payable | $388,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 718920 | TotalOfAmounts |
| Total Revenue | 17360996 | TotalRevenue |
| Total Expenses | 16931191 | TotalExpenses |
| Excess Or Deficit For Year | 429805 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2773356 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2773356 | TotalAdjustments |
| Excess Or Deficit Per FS | 3203161 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 22729756 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2773356 | NetUnrealizedGainsInvestments |
| Other Revenues | 3993603 | OtherRevenues |
| Revenue Not Rptd F990 | 6766959 | RevenueNotRptdF990 |
| Revenue Subtotal | 15962797 | RevenueSubtotal |
| Investment Expenses Not Included | 43504 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1354695 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1398199 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17360996 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19526595 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3993603 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3993603 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15532992 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 43504 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1354695 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1398199 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16931191 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Briarwood School financial aid $420643 Brookwood Comm. financial aid $934052 |
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Cost of Goods Sold $3993603 |
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Briarwood School financial aid $420643 Brookwood Comm. financial aid $934052 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Cost of Goods Sold $3993603 |
| Part V, Line 4 | 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. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | Notice of non-discrimination policy was published in the Houston Chronicle on July 30, 2010. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | VolunteerLunch | NameOfEvent1 |
| Gross Receipts Event1 | 528947 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 500947 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 28000 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 39198 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Nurture A Future | NameOfEvent2 |
| Gross Receipts Event2 | 487163 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 229506 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 257657 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 55061 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 1016110 | GrossReceiptsTotal |
| Charitable Contributions Total | 730453 | CharitableContributionsTotal |
| Gross Revenue Total Events | 285657 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 94259 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 94259 | DirectExpenseSummaryEvents |
| Net Income Summary | 191398 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|
| Brookwood Community Tuition Assistance | 62 | 934052 | Tuition reduction |
| Briarwood School Tuition Assistance | 54 | 420643 | Tuition reduction |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Brookwood Procedures: Students are given an annual evaluation by an independent financial advisor. 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. After meeting with the family, 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. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Neal Shudde | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Relative of bd mbr | Relationship |
| Amount Of Transaction | 30043 | AmountOfTransaction |
| Description Of Transaction | Employee comp | DescriptionOfTransaction |
| Sharing Of Revenues | true | SharingOfRevenues |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 900 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 192378 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 12925 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Parking Lot | 1 | 82500 | FMV |
| X | Materials | 1 | 56084 | FMV |
| X | Equipment | 1 | 2600 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The salary survey 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 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | For each 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 chief executive and chief finance executive will monitor 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 11 | Form 990, Part VI, Line 11: 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 2 | 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. |
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