Civic Intelligence

Brooke Grove Foundation Inc.

990 • Fiscal year 2015 • EIN 52-0634722

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 15, 2016

Organization ProfileWWW.BGF.ORG

View Organization Page

18100 Slade School RoadSandy Spring, MD 20860-1313

(301) 924-2811

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

77th percentile

0.64x

Higher debt load relative to assets than 77% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.86x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

26th percentile

-0.9%

Higher net margin than 26% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

37th percentile

$267,805

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

29th percentile

-1.6%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

33rd percentile

-0.6%

Faster revenue growth than 33% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$57,753,714

Down $948,023 (-1.6%) from 2014

Net Assets

Down

$20,840,254

Down $391,181 (-1.8%) from 2014

Liabilities

Down

$36,913,460

Down $556,842 (-1.5%) from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin26th percentile

Revenue

Down

$43,050,031

Down $276,444 (-0.6%) from 2014

Expenses

Up

$43,441,212

Up $509,255 (+1.2%) from 2014

Net Income

Down

-$391,181

Down $785,699 (-199%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $47,100,719Liabilities 2010: $28,380,711Net Assets 2010: $18,720,0082010Assets 2011: $57,367,909Liabilities 2011: $37,599,989Net Assets 2011: $19,767,9202011Assets 2012: $58,389,864Liabilities 2012: $37,539,188Net Assets 2012: $20,850,6762012Assets 2013: $59,542,916Liabilities 2013: $36,839,755Net Assets 2013: $22,703,1612013Assets 2014: $58,701,737Liabilities 2014: $37,470,302Net Assets 2014: $21,231,4352014Assets 2015: $57,753,714Liabilities 2015: $36,913,460Net Assets 2015: $20,840,2542015Assets 2016: $64,170,712Liabilities 2016: $43,039,459Net Assets 2016: $21,131,2532016Assets 2017: $77,147,157Liabilities 2017: $56,610,929Net Assets 2017: $20,536,2282017Assets 2018: $79,182,812Liabilities 2018: $59,004,306Net Assets 2018: $20,178,5062018Assets 2019: $76,048,623Liabilities 2019: $57,622,111Net Assets 2019: $18,426,5122019Assets 2020: $76,622,810Liabilities 2020: $60,405,784Net Assets 2020: $16,217,0262020Assets 2021: $81,447,738Liabilities 2021: $63,016,444Net Assets 2021: $18,431,2942021Assets 2022: $77,483,893Liabilities 2022: $58,260,417Net Assets 2022: $19,223,4762022Assets 2023: $73,088,944Liabilities 2023: $51,562,760Net Assets 2023: $21,526,1842023Assets 2024: $69,309,191Liabilities 2024: $50,660,502Net Assets 2024: $18,648,6892024Assets 2025: $68,231,160Liabilities 2025: $44,087,800Net Assets 2025: $24,143,3602025

Highlighted filing

2015

Assets$57,753,714
Liabilities$36,913,460
Net Assets$20,840,254
Open 2015 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2010: $32,516,1332010Expenses 2011: $34,842,3722011Expenses 2012: $39,052,1502012Expenses 2013: $40,741,5182013Revenue 2014: $43,326,475Expenses 2014: $42,931,957Net Income 2014: $394,5182014Revenue 2015: $43,050,031Expenses 2015: $43,441,212Net Income 2015: -$391,1812015Revenue 2016: $44,505,358Expenses 2016: $44,214,359Net Income 2016: $290,9992016Revenue 2017: $46,462,527Expenses 2017: $47,057,552Net Income 2017: -$595,0252017Revenue 2018: $51,050,308Expenses 2018: $51,578,671Net Income 2018: -$528,3632018Revenue 2019: $51,372,088Expenses 2019: $52,714,751Net Income 2019: -$1,342,6632019Revenue 2020: $51,804,126Expenses 2020: $53,685,596Net Income 2020: -$1,881,4702020Revenue 2021: $50,051,802Expenses 2021: $48,097,297Net Income 2021: $1,954,5052021Revenue 2022: $56,285,536Expenses 2022: $55,794,104Net Income 2022: $491,4322022Revenue 2023: $62,296,717Expenses 2023: $60,111,409Net Income 2023: $2,185,3082023Revenue 2024: $59,145,376Expenses 2024: $61,910,929Net Income 2024: -$2,765,5532024Revenue 2025: $57,256,594Expenses 2025: $50,706,124Net Income 2025: $6,550,4702025

Highlighted filing

2015

Revenue$43,050,031
Expenses$43,441,212
Net Income-$391,181
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 15, 2016
Return Version
2014v6.0
Gross Receipts
$43,069,086
Mission and Program Overview

Mission

Long-term health care for the elderly and disabled

Long-term health care for the elderly and disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$47,839,414$47,719,229▼ $120,185
Savings and Temporary Cash Investments$5,053,545$4,293,485▼ $760,060
Accounts Receivable$3,747,624$3,893,494▲ $145,870
Prepaid Expenses and Deferred Charges$690,823$527,563▼ $163,260
Cash and Non-Interest-Bearing Accounts$4,300--
Total Assets$58,701,737$57,753,714▼ $948,023
Other Assets Total$1,366,031$1,319,943▼ $46,088
Liabilities
Tax Exempt Bond Liabilities$16,860,000$15,770,000▼ $1,090,000
Other Liabilities$13,686,177$14,284,135▲ $597,958
Accounts Payable and Accrued Expenses$3,537,300$3,819,156▲ $281,856
Mortgage Notes Payable Secured by Investment Property$2,476,682$2,246,602▼ $230,080
Deferred Revenue$875,143$764,067▼ $111,076
Escrow Account Liability$35,000$29,500▼ $5,500
Total Liabilities$37,470,302$36,913,460▼ $556,842
Net Assets / Fund Balance
Unrestricted Net Assets$21,231,435$20,840,254▼ $391,181
Total Net Assets Fund Balance$21,231,435$20,840,254▼ $391,181
Total Liabilities and Net Assets / Fund Balance$58,701,737$57,753,714▼ $948,023

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$38,146,975$24,920,615$63,067,590
Equipment$2,498,224$11,533,544$14,031,768
Land$4,196,301-$4,196,301
Other Land Buildings$2,877,729$1,275,798$4,153,527
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ted HoweSecretaryFT$262,554$5,251$267,805
Keith GibbPresidentFT$220,002$4,400$224,402
Dennis HunterVice PresideFT$199,734$3,995$203,729
Dennis HunterVice President-$199,734$3,995$203,729
Greg PorterAdministratoFT$132,810$2,656$135,466
Patricia AndersonAdministratoFT$132,500$2,650$135,150
Timothy BerryAdministratoFT$131,533$2,631$134,164
Dorothy PooleDirector ofFT$116,754$2,335$119,089
Eileen AlexanderExecutive DiFT$111,642$2,233$113,875
Thomas WetmoreChairman-$26,250-$26,250
Alva S Baker IiiDirector-$1,200-$1,200
Arnold PalleyDirector-$1,200-$1,200
Joviah NdahayoDirector-$1,200-$1,200
Kevin DavidsonDirector-$1,200-$1,200
Carolyn BrooksDirector-$900-$900
Silvia NestaresDirector-$900-$900
William WatkinsDirector-$900-$900
Revenue and Support

Revenue Composition

Contributions and Grants
$19,216
Program Service Revenue
$42,867,604
Investment Income
$516
Other Revenue
$162,695
All Other Contributions
$19,216
Change in Net Assets
$-391,181

Audited Revenue Reconciliation

Revenue per Audited Statements
$43,050,031
Total Revenue per Audited Statements
$43,050,031
Total Revenue per Form 990
$43,050,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$24,819,792
Other Expenses$18,621,420
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$19,028,474$1,176,718-$20,205,192
Depreciation Depletion$2,642,028$81,712-$2,723,740
Other Employee Benefits$1,792,023$177,233-$1,969,256
Office Expenses$1,758,130--$1,758,130
Payroll Taxes$1,513,014$149,639-$1,662,653
Occupancy$1,250,693--$1,250,693
Insurance$1,223,338--$1,223,338
Other Expenses$1,221,837--$1,221,837
Advertising$901,904--$901,904
All Other Expenses$784,608$11,276-$795,884
Current Officers, Directors, Trustees, and Key Employees-$729,686-$729,686
Interest$456,832--$456,832
Pension Plan Contributions$243,745$9,260-$253,005
Travel$100,188$38,963-$139,151
Conferences and Meetings$97,925--$97,925
Fees for Services Accounting$41,985$4,665-$46,650
Fees for Services Legal$28,696--$28,696
Total Functional Expenses$41,062,060$2,379,152$0$43,441,212

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$43,441,212
Total Expenses per Audited Statements$43,441,212
Total Expenses per Form 990$43,441,212
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Fees - Independent Living$14,284,135

Bond Issues

BondIssuerIssuedIssue PricePurpose
AEconomic Development Revenue Bonds2010-11-18$10,500,000-

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by ceo and controller before filing return.”

Form 990, Page 6, Part VI, Line 12C

“Annual disclosures of conflict of interests are required to be completed.”

Form 990, Page 6, Part VI, Line 15A

“Compensation determination includes review and approval by the compensation committee of the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“Compensation determination includes review and approval by the compensation committee of the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Documents are available at administrative office.”

Filing and Contact Details

Filer

Filer Name
Brooke Grove Foundation Inc
EIN
52-0634722
Phone
3019242811
Address
18100 SLADE SCHOOL ROAD, SANDY SPRING, MD 20860-1313

Signing Officer

Name
Keith Gibb
Title
President
Phone
3019242811
Signed
2016-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Gibb
Formed
1950
Legal Domicile
Md
Voting Board Members
11
Independent Board Members
8
Employees
732
Volunteers
296

Preparer

Firm
Mohnallen Pc
Address
622 WEST PATRICK STREET, FREDERICK, MD 21701
Preparer
Harold L Mohn CPA
Phone
8777951040
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Deposits on unoccupied independent living units.”

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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0133899
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE FEES - INDEPENDENT LIVING

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,753,714
Liabilities
$36,913,460
Net assets
$20,840,254
Revenue
$43,050,031
Expenses
$43,441,212
Net income
-$391,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$68.2$44.1$24.1$57.3$50.7$6.55
2024Detailed filing. Detailed filing data is available for this year.$69.3$50.7$18.6$59.1$61.9$2.77
2023Detailed filing. Detailed filing data is available for this year.$73.1$51.6$21.5$62.3$60.1$2.19
2022Detailed filing. Detailed filing data is available for this year.$77.5$58.3$19.2$56.3$55.8$0.49
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.4$63.0$18.4$50.1$48.1$1.95
2020Detailed filing. Detailed filing data is available for this year.$76.6$60.4$16.2$51.8$53.7$1.88
2019Detailed filing. Detailed filing data is available for this year.$76.0$57.6$18.4$51.4$52.7$1.34
2018Detailed filing. Detailed filing data is available for this year.$79.2$59.0$20.2$51.1$51.6$0.53
2017Detailed filing. Detailed filing data is available for this year.$77.1$56.6$20.5$46.5$47.1$0.60
2016Detailed filing. Detailed filing data is available for this year.$64.2$43.0$21.1$44.5$44.2$0.29
2015Detailed filing. Detailed filing data is available for this year.$57.8$36.9$20.8$43.1$43.4$0.39
2014Detailed filing. Detailed filing data is available for this year.$58.7$37.5$21.2$43.3$42.9$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.5$36.8$22.7$40.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.4$37.5$20.9$39.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.4$37.6$19.8$34.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.1$28.4$18.7$32.5