Civic Intelligence

Brookwood Endowment Fund Inc.

990 • Fiscal year 2012 • EIN 58-2139834

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 05, 2013

Organization ProfileWWW.BROOKWOODSCHOOL.ORG/GIVING-BACK
Cardinal Ridge Road31792
Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

29th percentile

-2.1%

Faster asset growth than 29% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$21,749,952

Down $466,316 (-2.1%) from 2011

Net Assets

Down

$21,749,952

Down $463,314 (-2.1%) from 2011

Liabilities

Down

$0

Down $3,002 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,579,786

Up $621,456 (+65%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$60M$40M$20M$0Assets 2010: $13,936,144Liabilities 2010: $5,356Net Assets 2010: $13,930,7882010Assets 2011: $22,216,268Liabilities 2011: $3,002Net Assets 2011: $22,213,2662011Assets 2012: $21,749,952Liabilities 2012: $0Net Assets 2012: $21,749,9522012Assets 2013: $23,694,316Liabilities 2013: $126,563Net Assets 2013: $23,567,7532013Assets 2014: $27,139,364Liabilities 2014: $169,250Net Assets 2014: $26,970,1142014Assets 2015: $29,102,905Liabilities 2015: $0Net Assets 2015: $29,102,9052015Assets 2016: $25,509,238Liabilities 2016: $8,325Net Assets 2016: $25,500,9132016Assets 2017: $24,283,491Liabilities 2017: $57,090Net Assets 2017: $24,226,4012017Assets 2018: $34,485,935Liabilities 2018: $0Net Assets 2018: $34,485,9352018Assets 2019: $32,788,608Liabilities 2019: $62,428Net Assets 2019: $32,726,1802019Assets 2020: $30,124,934Liabilities 2020: $0Net Assets 2020: $30,124,9342020Assets 2021: $40,972,575Liabilities 2021: $0Net Assets 2021: $40,972,5752021Assets 2022: $34,326,387Liabilities 2022: $32,938Net Assets 2022: $34,293,4492022Assets 2023: $36,823,626Liabilities 2023: $0Net Assets 2023: $36,823,6262023Assets 2024: $42,384,494Liabilities 2024: $0Net Assets 2024: $42,384,4942024Assets 2025: $47,503,721Liabilities 2025: $0Net Assets 2025: $47,503,7212025

Highlighted filing

2012

Assets$21,749,952
Liabilities$0
Net Assets$21,749,952
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $581,3052010Expenses 2011: $958,3302011Expenses 2012: $1,579,7862012Expenses 2013: $2,016,1092013Revenue 2014: $2,053,609Expenses 2014: $1,706,643Net Income 2014: $346,9662014Revenue 2015: $5,804,759Expenses 2015: $2,019,046Net Income 2015: $3,785,7132015Revenue 2016: $3,226,268Expenses 2016: $5,243,636Net Income 2016: -$2,017,3682016Revenue 2017: $1,682,930Expenses 2017: $4,760,448Net Income 2017: -$3,077,5182017Revenue 2018: $10,833,834Expenses 2018: $1,710,585Net Income 2018: $9,123,2492018Revenue 2019: $1,838,608Expenses 2019: $1,811,210Net Income 2019: $27,3982019Revenue 2020: $725,608Expenses 2020: $1,283,007Net Income 2020: -$557,3992020Revenue 2021: $2,417,525Expenses 2021: $1,575,936Net Income 2021: $841,5892021Revenue 2022: $2,833,583Expenses 2022: $3,249,148Net Income 2022: -$415,5652022Revenue 2023: $2,156,766Expenses 2023: $2,176,123Net Income 2023: -$19,3572023Revenue 2024: $2,763,460Expenses 2024: $1,809,003Net Income 2024: $954,4572024Revenue 2025: $3,131,217Expenses 2025: $2,197,134Net Income 2025: $934,0832025

Highlighted filing

2012

Revenue-
Expenses$1,579,786
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 5, 2013
Return Version
2011v1.2
Gross Receipts
$2,677,208
Mission and Program Overview

Mission

The brookwood endowment fund, inc. (endowment) was incorporated on august 2, 1994 as a 501(c)(3) support foundation. The endowment was formed for the purpose of acquiring, managing, and investing an endowment fund and supporting brookwood school, inc.

Major Activities

Activity 2
Brookwood endowment fund receives contributions from donors and makes annual distributions to brookwood school, inc. For building construction
Filing and Contact Details

Filer

EIN
58-2139834
Raw XML AppendixShowing 400 of 412 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Activity2/Description0BROOKWOOD ENDOWMENT FUND RECEIVES CONTRIBUTIONS FROM DONORS AND MAKES ANNUAL DISTRIBUTIONS TO BROOKWOOD SCHOOL, INC. FOR BUILDING CONSTRUCTION
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0BROOKWOOD ENDOWMENT WAS FORMED FOR THE PURPOSE OF ACQUIRING, MANAGING, AND INVESTING AN ENDOWMENT FUND SUPPORTING BROOKWOOD SCHOOL, INC.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE FASB ISSUED GUIDANCE THAT REQUIRES TAX EFFECTS FROM AN UNCERTAIN TAX POSITION TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. IF AN UNCERTAIN TAX POSITION MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD, THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY TO BE RECOGNIZED UPON ULTIMATE SETTLEMENT WITH THE TAXING AUTHORITY IS RECORDED. THE ENDOWMENT IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C) (3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. THERE ARE NO TAX POSITIONS FOR WHICH A MATERIAL CHANGE IN ANY UNRECOGNIZED TAX BENEFIT LIABILITY IS REASONABLY POSSIBLE IN THE NEXT 12 MONTHS. THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE INCOME STATEMENT OR BALANCE SHEET. THE TAX YEARS ENDING 2009, 2010 AND 2011, ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. THIS GUIDANCE DID NOT HAVE ANY IMPACT ON THE ENDOWMENT'S FINANCIAL STATEMENTS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
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IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0ACCOUNTING FEES
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NameBusiness/BusinessNameLine10JOE BEVERLY
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0BERNARD LANIGAN JR
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0PARTNER/MEMBER OF SEA - INVESTMENT ADVISORS FOR THE ENDOWMENT
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship1EMPLOYEE OF COMMERCIAL BANK - ENDOWMENT HOLDS ACCOUNTS WITH BANK
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IRS990ScheduleL/LoanTable/PurposeOfLoan0FOR PURCHASE OF HOME FOR HEADMASTER OF BROOKWOOD SCHOOL
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IRS990ScheduleO/GeneralExplanation/Explanation0A COPY OF THE PREPARED FORM 990 IS PROVIDED TO BROOKWOOD ENDOWMENTS BOARD AT A REGULARLY SCHEDULED MEETING. THE TREASURER PRESENTS THE 990 TO THE FULL BOARD AT WHICH TIME THE 990 IS THEN VOTED ON AS TO THE FORMS COMPLETENESS AND ACCURACY. ONCE APPROVED THE FORM 990 IS FILED WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation1BROOKWOOD ENDOWMENT HOLDS ALL DOCUMENTATION WITHIN THE ORGANIZATION. THE INFORMATION IS MADE AVAILABLE ONLY UPON SPECIFIC REQUEST FOR THE DOCUMENTATION, ON-SITE.
IRS990ScheduleO/GeneralExplanation/Explanation2UNREALIZED LOSSES ON INVESTMENTS -515,396. TOTAL TO FORM 990, PART XI, LINE 5: -515,396.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
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IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART XI, LINE 5:
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10BROOKWOOD SCHOOL INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0TO PROVIDE COLLEGE PREPARATORY EDUCATION TO THE STUDENTS ATTENDING
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IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11BROOKWOOD SCHOOL INC
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IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY022213266
IRS990/TemporarilyRestrictedNetAssets/EOY021749952
IRS990/Terminated00
IRS990/TermOrPermanentEndowments01
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10CARDINAL RIDGE ROAD
IRS990/TheBooksAreInCareOf/AddressUS/City0THOMASVILLE
IRS990/TheBooksAreInCareOf/AddressUS/State0GA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode031792
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MELISSA BREESE
IRS990/TheBooksAreInCareOf/TelephoneNumber02292268070
IRS990/TotalAssets/BOY022216268
IRS990/TotalAssetsBOY022216268
IRS990/TotalAssets/EOY021749952
IRS990/TotalAssetsEOY021749952
IRS990/TotalCompGT150K00
IRS990/TotalContributions01120090
IRS990/TotalExpensesCurrentYear01579786
IRS990/TotalExpensesPriorYear0958330
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral077801
IRS990/TotalFunctionalExpenses/ProgramServices01501985
IRS990/TotalFunctionalExpenses/Total01579786
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY03002
IRS990/TotalLiabilitiesBOY03002
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IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY022216268
IRS990/TotalLiabNetAssetsFundBalances/EOY021749952
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY022213266
IRS990/TotalNetAssetsFundBalances/EOY021749952
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense01501985
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear01631868
IRS990/TotalRevenue/ExclusionAmount00
IRS990/TotalRevenuePriorYear09240808
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0511778
IRS990/TotalRevenue/TotalRevenueColumn01631868
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01994
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0582139834
ReturnHeader/Filer/Name/BusinessNameLine10BROOKWOOD ENDOWMENT INC
ReturnHeader/Filer/NameControl0BROO
ReturnHeader/Filer/Phone02292268070
ReturnHeader/Filer/USAddress/AddressLine10CARDINAL RIDGE ROAD
ReturnHeader/Filer/USAddress/City0THOMASVILLE
ReturnHeader/Filer/USAddress/State0GA
ReturnHeader/Filer/USAddress/ZIPCode031792
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-02-05
ReturnHeader/Officer/Name0BERNARD LANIGAN JR
ReturnHeader/Officer/Phone02292268070
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0581304721

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,749,952
Liabilities
$0
Net assets
$21,749,952
Revenue
-
Expenses
$1,579,786
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$3.13$2.20$0.93
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.4$0.00$42.4$2.76$1.81$0.95
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.8$0.00$36.8$2.16$2.18$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.03$34.3$2.83$3.25$0.42
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.0$0.00$41.0$2.42$1.58$0.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.1$0.00$30.1$0.73$1.28$0.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.8$0.06$32.7$1.84$1.81$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.5$0.00$34.5$10.8$1.71$9.12
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.3$0.06$24.2$1.68$4.76$3.08
2016Detailed filing. Detailed filing data is available for this year.$25.5$0.01$25.5$3.23$5.24$2.02
2015Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$5.80$2.02$3.79
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$0.17$27.0$2.05$1.71$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$0.13$23.6$2.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$0.00$21.7$1.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$0.00$22.2$0.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$0.01$13.9$0.58