Civic Intelligence

Traditions at Brookwood

EIN 86-2293300 • 501(c)3 • Columbus, OH

Profile

Originating from a christian commitment of service, we provide high quality care, services and communities for seniors.

2245 North Bank DriveColumbus, OH 43220

www.nationalchurchresidences.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.83x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

42.52x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

1st percentile

-396%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$578,999

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 87.7% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

$33,943,533

No earlier filing loaded for comparison.

Liabilities

$28,069,498

No earlier filing loaded for comparison.

Net Assets

$5,874,035

No earlier filing loaded for comparison.

Revenue

$660,201

No earlier filing loaded for comparison.

Expenses

$3,273,717

No earlier filing loaded for comparison.

Net Income

-$2,613,516

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2024: $33,943,533Liabilities 2024: $28,069,498Net Assets 2024: $5,874,0352024

Highlighted filing

2024

Assets$33,943,533
Liabilities$28,069,498
Net Assets$5,874,035

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2024: $660,201Expenses 2024: $3,273,717Net Income 2024: -$2,613,5162024

Highlighted filing

2024

Revenue$660,201
Expenses$3,273,717
Net Income-$2,613,516

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$660,201
Mission and Program Overview

Mission

Originating from a christian commitment of service, we provide high quality care, services and communities for seniors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$26,287,165$31,713,107▲ $5,425,942
Cash and Non-Interest-Bearing Accounts$386,620$261,077▼ $125,543
Prepaid Expenses and Deferred Charges-$6,589-
Accounts Receivable-$4,932-
Total Assets$28,996,465$33,943,533▲ $4,947,068
Other Assets Total$2,322,680$1,957,828▼ $364,852
Liabilities
Tax Exempt Bond Liabilities$19,404,890$25,656,308▲ $6,251,418
Other Liabilities$111,231$2,137,752▲ $2,026,521
Accounts Payable and Accrued Expenses$1,476,294$268,257▼ $1,208,037
Deferred Revenue-$7,181-
Total Liabilities$20,992,415$28,069,498▲ $7,077,083
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,700,000$0▼ $7,700,000
Net Assets Without Donor Restrictions$304,050$5,874,035▲ $5,569,985
Total Net Assets Fund Balance$8,004,050$5,874,035▼ $2,130,015
Total Liabilities and Net Assets / Fund Balance$28,996,465$33,943,533▲ $4,947,068

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$30,557,591$720,872$31,278,463
Land$1,050,000-$1,050,000
Equipment$91,881$35,548$127,429
Other Land Buildings$13,635-$13,635
Other Assets Org$483,501--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lindsey DehringTreasurer & Chair
Brianna MettlerPresident & Director
Kelli MeyungVice President
Matthew D RuleVice President & Director
Anna JenkinsDirector
Denise AndersonDirector
Sonya BrownDirector
Parker StitzerDirector at Large
Julie M WoolleySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$655,626
Investment Income
$4,575
Other Revenue
$0
Change in Net Assets
$-2,613,516

Audited Revenue Reconciliation

Revenue per Audited Statements
$660,201
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$483,501
Total Revenue per Audited Statements
$1,143,702
Total Revenue per Form 990
$660,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,707,361
Salaries, Compensation, and Employee Benefits$566,356
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$1,118,233$11,295-$1,129,528
Depreciation Depletion$823,992$7,485-$831,477
Other Salaries and Wages$252,173$211,321-$463,494
Advertising-$201,124-$201,124
Occupancy$157,603$1,591-$159,194
Fees for Services Other$75,990$26,153-$102,143
Information Technology$41,300$33,390-$74,690
Other Employee Benefits$31,691$26,557-$58,248
Insurance$49,332$498-$49,830
Fees for Services Management-$32,781-$32,781
Payroll Taxes$14,068$11,789-$25,857
Pension Plan Contributions$10,205$8,552-$18,757
Office Expenses$68$7,436-$7,504
All Other Expenses$4,516$783-$5,299
Other Expenses$106,813$5,107-$5,107
Fees for Services Legal-$1,206-$1,206
Fees for Services Accounting-$650-$650
Travel-$15-$15
Total Functional Expenses$2,685,984$587,733$0$3,273,717

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,273,717
Total Expenses per Audited Statements$3,273,717
Total Expenses per Form 990$3,273,717
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Due to Affiliate$2,124,102
Finance Lease$7,900
Security Deposits$5,750

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACounty of Franklin Ohio2021-11-01$26,139,000Acquisition, construction, and equipping of brookwood

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$26,139,000-$35,884$529,829

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
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 35% controlled entity
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The sole member of the corporation shall, at all times, be national church residences.

Form 990, Part VI, Section A, Line 7A

Members or trustees shall have the approval of the board of trustees of national church residences.

Form 990, Part VI, Section A, Line 7B

National church residences is required to approve changes to the bylaws and articles.

Form 990, Part VI, Section B, Line 11B

The 990 return is made available to the board prior to filing. An officer reviews the 990 return prior to signature.

Form 990, Part VI, Section B, Line 12C

Two conflict of interest policies exist for national church residences. One policy is a general staff policy, published in the employee information guide and is available to the staff through the intranet. The second policy applies to national church residences and its affiliates' officers, directors, and members of committees composed primarily of directors and officers. The policy for officers and directors is reviewed regularly by the board, and officers and directors review and sign an attestation related to the policy annually and are required to disclose any potential conflicts. The policy contains a process for reporting conflicts, determining whether a conflict exists, and appropriate procedures for addressing conflicts.

Form 990, Part VI, Section B, Line 15

Compensation is determined by national church residences. Following an established executive compensation policy, the human resource department reviews salaries of officers and reports to the human resources committee on market competitiveness for executive roles. The human resources team uses survey data from comparable organizations, an independent compensation consultant and organizational and individual performance to inform compensation recommendations and decisions. A similar process is used for the ceo, however, ceo compensation is reviewed by the human resources committee and approved by the board of directors. This process was last completed in may 2023.

Form 990, Part VI, Section C, Line 19

Governing documents, the conflict of interest policy, and the financial statements are provided upon request.

Filing and Contact Details

Filer

Filer Name
Traditions at Brookwood
EIN
86-2293300
Phone
6144512151
Address
2245 NORTH BANK DRIVE, COLUMBUS, OH 43220

Signing Officer

Name
Lindsey Dehring
Title
Vice President of Finance
Phone
6144512151
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Alexander
Formed
2021
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
28601 CHAGRIN BLVD SUITE 210, WOODMERE, OH 44122
Preparer
David Reape
Phone
2168311200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of interest rate cap agreement 483,501.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of interest rate cap agreement 483,501.

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IRS990/PrincipalOfficerNm0SEAN ALEXANDER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0LEASE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0655626
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0655626
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2613516
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0655626
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04575
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04575
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0655626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0655626
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04575
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04575
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0274801
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0380825
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0380825
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0380825
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0380825
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0655626
IRS990ScheduleA/Total509Grp/TotalAmt0655626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0660201
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0660201
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt030557591
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0720872
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt031278463
IRS990ScheduleD/EquipmentGrp/BookValueAmt091881
IRS990ScheduleD/EquipmentGrp/DepreciationAmt035548
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0127429
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03273717
IRS990ScheduleD/LandGrp/BookValueAmt01050000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01050000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0669968
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt14479
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt245355
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3754525
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4483501
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSTRUCTION FUNDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM AFFILIATE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3ESCROW DEPOSITS AND FUNDED RESERVES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4INTEREST RATE CAP AGREEMENT
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013635
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013635
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22124102
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FINANCE LEASE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO AFFILIATE
IRS990ScheduleD/OtherRevenueAmt0483501
IRS990ScheduleD/RevenueNotReportedAmt0483501
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0660201
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN VALUE OF INTEREST RATE CAP AGREEMENT 483,501.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt031713107
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01957828
IRS990ScheduleD/TotalExpensesPerForm990Amt03273717
IRS990ScheduleD/TotalLiabilityAmt02137752
IRS990ScheduleD/TotalRevenuePerForm990Amt0660201
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01143702
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03273717
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0155820
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt1197235
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt2126394
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt3100547
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt447055
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt536845
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt637782
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0374424
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1325542
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2328407
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3337615
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4244903
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5202369
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt6161925
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt7201846
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30

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