Civic Intelligence

The Brookwood Endowment Inc.

990 • Fiscal year 2018 • EIN 81-4680678

Aug 01, 2017 to Jul 31, 2018 • Filed on Jun 13, 2019

Organization ProfileN/A
1752 FM 1489 RdBrookshire, TX 77423

(281) 375-2100

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

Higher debt load relative to assets than 2% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

3rd percentile

0.00x

Higher debt load relative to revenue than 3% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

1st percentile

-136%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

7th percentile

$101,067

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

100th percentile

7800517700%

Faster asset growth than 100% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$78,005,178

Up $78,005,177 (+7800517700%) from 2017

Net Assets

$78,004,678

No earlier filing loaded for comparison.

Liabilities

Up

$500

Up $500 from 2017

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin1st percentile

Revenue

Up

$1,876,996

Up $1,876,996 from 2017

Expenses

Up

$4,432,627

Up $4,432,627 from 2017

Net Income

Down

-$2,555,631

Down $2,555,631 from 2017

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$150M$100M$50M$0Assets 2017: $1Liabilities 2017: $02017Assets 2018: $78,005,178Liabilities 2018: $500Net Assets 2018: $78,004,6782018Assets 2019: $78,487,234Liabilities 2019: $0Net Assets 2019: $78,487,2342019Assets 2020: $82,599,446Liabilities 2020: $0Net Assets 2020: $82,599,4462020Assets 2021: $95,754,362Liabilities 2021: $0Net Assets 2021: $95,754,3622021Assets 2022: $94,110,059Liabilities 2022: $0Net Assets 2022: $94,110,0592022Assets 2023: $97,632,834Liabilities 2023: $0Net Assets 2023: $97,632,8342023Assets 2024: $113,290,278Liabilities 2024: $0Net Assets 2024: $113,290,2782024

Highlighted filing

2018

Assets$78,005,178
Liabilities$500
Net Assets$78,004,678
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $1,876,996Expenses 2018: $4,432,627Net Income 2018: -$2,555,6312018Revenue 2019: $4,408,779Expenses 2019: $3,431,809Net Income 2019: $976,9702019Revenue 2020: $2,965,513Expenses 2020: $233,367Net Income 2020: $2,732,1462020Revenue 2021: $3,825,297Expenses 2021: $1,707,805Net Income 2021: $2,117,4922021Revenue 2022: $10,745,267Expenses 2022: $1,694,040Net Income 2022: $9,051,2272022Revenue 2023: $4,137,588Expenses 2023: $1,406,062Net Income 2023: $2,731,5262023Revenue 2024: $6,519,378Expenses 2024: $969,563Net Income 2024: $5,549,8152024

Highlighted filing

2018

Revenue$1,876,996
Expenses$4,432,627
Net Income-$2,555,631
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jun 13, 2019
Return Version
2017v2.2
Gross Receipts
$1,876,996
Mission and Program Overview

Mission

Support The Brookwood Community, Inc. and The Briarwood School

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$78,005,178-
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$0$78,005,178▲ $78,005,178
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$500-
Total Liabilities$0$500▲ $500
Net Assets / Fund Balance
Unrestricted Net Assets-$38,496,652-
Permanently Rstr Net Assets-$27,506,415-
Temporarily Rstr Net Assets-$12,001,611-
Total Net Assets Fund Balance$0$78,004,678▲ $78,004,678
Total Liabilities and Net Assets / Fund Balance$0$78,005,178▲ $78,005,178

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017-$52,644,390▲ $3,279,518-$55,364,642
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleOtherTotal
Yvonne StreitDirector$101,067$101,067

Board Members and Trustees

NameTitle
Dea LarsonChair
Barbara BellatiDirector
Brad TuckerDirector
John J ScalesDirector
Mike HallDirector
Peggy McGaughyDirector
Tom WilsonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,876,996
Other Revenue
$0
Change in Net Assets
$-2,555,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,390,511
Other Expenses$42,116
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,390,511--$4,390,511
Fees for Service Investment Mgmnt Fees-$41,616-$41,616
Fees for Services Accounting-$500-$500
Total Functional Expenses$4,390,511$42,116$0$4,432,627
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Brookwood Community IncBrookshire, TX501(c)(3)Program support$3,625,244
The Briarwood SchoolHouston, TX501(c)(3)Program support$765,267
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
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, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The Brookwood Holding Company is the sole member of the Corporation.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is provided to the board prior to filing with the IRS.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request.”

Filing and Contact Details

Filer

Filer Name
The Brookwood Endowment Inc
EIN
81-4680678
Phone
2813752100
Address
1752 FM 1489 Rd, Brookshire, TX 77423

Signing Officer

Name
Vivian S Shudde
Title
Executive Director
Signed
2019-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dea Larson
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
7
Employees
0

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Barbara Murphy
Phone
7134395739
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Value of investments transfered from supported organizations = $78005178”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Brookwood Endowment, Inc. pooled investments are held for the support of the activities of The Brookwood Community, Inc. and The Briarwood School.”

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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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1765267
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Brookwood Community Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1The Briarwood School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt04390511
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.28640
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt052644390
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt055364642
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0559266
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03279518
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.49680
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Brookwood Endowment, Inc. pooled investments are held for the support of the activities of The Brookwood Community, Inc. and The Briarwood School.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.21680
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt03625244
IRS990ScheduleI/RecipientTable/CashGrantAmt1765267
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Program support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Program support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Brookwood Community Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1The Briarwood School
IRS990ScheduleI/RecipientTable/RecipientEIN0741587672
IRS990ScheduleI/RecipientTable/RecipientEIN1814638450
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01752 FM 1489
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt112207 Whittington Drive
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Brookshire
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Houston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077423
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd177077
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The close relationship between the Brookwood Endowment and its supported organizations serves to monitor the use of grant funds provided to the Brookwood Community, Inc. and the Briarwood School.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Brookwood Holding Company is the sole member of the Corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is provided to the board prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Value of investments transfered from supported organizations = $78005178
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Brookwood Community Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1The Briarwood School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2The Brookwood Holding Company
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3The Brookwood Real Property Holding Co
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741587672
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1814638450
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2814652390
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3814641189
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Support Brookwood Comm & Briarwood Sch
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3Support Brookwood Comm & Briarwood Sch
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt12
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt212b
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt312b
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01752 FM 1489
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt112207 Whittington Drive
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21752 FM 1489
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt31752 FM 1489
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Brookshire
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Houston
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Brookshire
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3Brookshire
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd077423
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd177077
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd277423
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd377423
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,005,178
Liabilities
$500
Net assets
$78,004,678
Revenue
$1,876,996
Expenses
$4,432,627
Net income
-$2,555,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$0.00$113$6.52$0.97$5.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.6$0.00$97.6$4.14$1.41$2.73
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.1$0.00$94.1$10.7$1.69$9.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$95.8$0.00$95.8$3.83$1.71$2.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.6$0.00$82.6$2.97$0.23$2.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.5$0.00$78.5$4.41$3.43$0.98
2018Detailed filing. Detailed filing data is available for this year.$78.0$0.00$78.0$1.88$4.43$2.56
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00