2024-06-11T05:51:26-05:00 2023-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-08-01 741587672 The Brookwood Community Inc BROO 2813752100 1752 FM 1489 Brookshire TX 77423 Vivian Shudde CEO 2813752100 2024-06-11 1 Vivian Shudde 999009999 0 Barbara Murphy P01386215 7134395739 2024-06-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Vivian Shudde 1752 FM 1489 Brookshire TX 77423 20911443 0 X www.brookwoodcommunity.org X 1968 TX A God-centered community providing education for adults with special needs to acquire meaningful work skills; experience the pride that accompanies the ability to contribute to one's support and grow socially, emotionally, and spiritually. 14 12 516 3000 -151996 0 8458894 8184237 8543584 9493070 12570 7901 374661 1656681 17389709 19341889 1199359 1418970 0 0 9286615 10994948 0 0 789315 3535048 4318970 14021022 16732888 3368687 2609001 6057817 9281835 1873388 1626243 4184429 7655592 X The Brookwood Community provides an educational environment that creates meaningful work, builds a sense of belonging, and awakens genuine purpose in the lives of adults with disabilities. 0 0 13441761 1418970 11337900 See Schedule O.The Brookwood Community is a residential and day program for adults with disabilities. Brookwood serves 113 "Citizens" (adults with disabilities) in our residential program and an additional 133 in our day program. Our goal is to provide an environment that allows our Citizens to fulfill their God-given purpose for their lives. We accomplish this by providing citizen-centric spiritual, social, and vocational development opportunities. Our 485-acre Community consists of our specially designed neuro-considerate homes, workshops, worship center, horticulture center, stores & cafe. We continue to expand our citizen-centric opportunities by adding educational programs in all the workshops, including shipping, filing orders, pricing of products for sale, checking in deliveries, etc. Our Citizens are growing and adding value to our Community daily as they learn new skills and interact with the public in our retail stores and cafe, turning diners and shoppers into Brookwood Community supporters. Our Citizens are fully engaged in their work throughout the campus. Our Citizens are the hands of God as they help each other and help change the way our many visitors and shoppers view adults with disabilities.Our recreational programs consisting of sports, fitness, fine arts, and ministry in service to others, along with their work, allow our Citizens to live a life of meaning and purpose. 13441761 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 1 19 0 1 516 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 14 12 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jerry McGreer 2813752185 1752 FM 1489 Brookshire TX 77423 Brad Tucker Chair 6.00 1.75 X X 0 0 0 Michael L Hall Vice Chair 2.00 0.50 X X 0 0 0 Barbara W Bellatti Board Member 2.00 0.25 X 0 0 0 Vita Goodell Board Member 4.00 0.50 X 0 0 0 Kay House Board Member 2.00 0.00 X 0 0 0 Carol Linn Board Member 2.00 0.00 X 0 0 0 Peggy McGaughy Board Member 2.00 0.50 X 0 0 0 Jacob Robinson Board Member 2.00 0.00 X 0 0 0 John J Scales Board Member 2.00 0.50 X 0 0 0 Edward Bud Simpson Board Member 2.00 0.00 X 0 0 0 J Scott Thompson Board Member 2.00 0.25 X 0 0 0 James Tomforde Board Member 4.00 0.25 X 0 0 0 Vivian Shudde CEO 50.00 0.50 X X 180640 0 21642 Yvonne Streit E.D. Emeritus 40.00 0.25 X X 109862 0 0 Bill Rondon Chief Operating Officer 50.00 0.00 X 163013 0 0 Jerry McGreer Chief Financial Officer 50.00 0.00 X 92416 0 17210 Carol Ostlind Thornburg Chief Advancement Officer 50.00 0.00 X 161895 0 6468 Becah Butler Chief Program Officer 50.00 0.00 X 108332 0 17210 Glenna Ferrell Chief HR Officer 50.00 0.00 X 100839 0 15330 916997 0 77860 6 0 1 0 Cotton Commercial USA PO Box 1265 Houston TX 77251 Property restoration - freeze damage 1122280 Christian Development 2550 Ryan Street Brenham TX 77833 Construction - building refurbishment 692300 Gaeke Construction PO Drawer 509 Giddings TX 78942 Construction - building refurbishment 317373 The Kings Southern 1000 Fairgrounds Rd Ste 105 St Charles MO 63301 Housekeeping 167124 Fernando Cruz 4308 Topping Street Houston TX 77093 Painting services 146410 7 1067399 1253801 5863037 358225 8184237 Tuition-Brookwood Community 611710 8690760 8690760 The Cafe at Brookwood 722100 773397 773397 Other program rev 611710 28913 28913 9493070 7901 7901 94182 0 94182 94182 94182 180000 1067399 310335 -130335 -130335 3104049 1259219 1844830 1844830 UBI from partnerships 525990 -151996 -151996 -151996 19341889 11337900 -151996 -28252 1501 1501 1417469 1417469 788813 314301 276911 197601 40052 40052 8479793 7046353 1186868 246572 159616 125742 22537 11337 854711 670772 173531 10408 671963 538250 103622 30091 88531 88531 293879 242780 19927 31172 783721 262162 435147 86412 84331 45749 9595 28987 462812 443009 19703 100 11881 10899 50 932 211359 184669 17793 8897 361393 315680 11979 33734 Equip maintenance 995002 881744 110743 2515 Supplies 950621 825189 24875 100557 Licenses and permits 75440 75440 16732888 13441761 2501812 789315 1158056 1316485 7530 7530 1283748 595513 139574 205527 200000 697267 823067 300 11087405 5761145 1699410 5326260 871932 1007453 6057817 9281835 1228770 1051772 441805 370426 133652 126573 69161 77472 1873388 1626243 X -11948616 -9010391 16133045 16665983 4184429 7655592 6057817 9281835 X 2609001 862162 X 0 1 X 1 0 X 13546672 6040574 18886100 8458894 8184237 55116477 13546672 6040574 18886100 8458894 8184237 55116477 7273537 47842940 200514 172269 87919 472274 102083 1035059 22953 22953 56174489 58319366 0.85170 0.83560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 45880112 458332 2692541 1353801 47677184 49974317 368164 -2868329 1594040 45880112 44943138 648908 5990076 1607805 49974317 46064293 260299 98147 1479601 44943138 44700118 193981 1828714 658520 46064293 0.30030 0.48500 0.21470 0 1 1 7497171 5761145 1736026 3590234 3590234 5326260 Mineral interest 100 Other valuables 9641 CSV of life insurance policies 13171 Due from Briarwood School 172555 Due from Endowment 166236 Funds held for students 126573 Due from Brookwood Holding Company 516904 Interfund transfers 208 Endowment offset accounts 2065 1007453 Deferred compensation 73585 Transfers to related organizations 3887 77472 Part IV, Line 2b: Brookwood holds funds in trusts for its residents. Brookwood does not have discretion over the use of these funds. Funds held for others are included in the Organization's other assets and are reported as a liability of the Organization. Part V, Line 4: Donor-restricted endowment funds support Brookwood operations, staff development, tuition assistance, building maintenance, residential home maintenance, continuing care, educational chair, technology, capital improvements, and additions to property. Board-designated endowment funds support general operations, continuing care, retail expansion, worship center, staff development, tuition assistance, facilities, nursing, and enterprise activities. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 Notice of non-discrimination policy is posted on the Brookwood Community website. Brookwood Film Premier 1247399 1067399 180000 98439 42482 105047 64367 1247399 1067399 180000 98439 42482 105047 64367 310335 -130335 1 Brookwood Community Tuition Assistance 83 1417469 Cost of tuition reduction Tuition reduction Part I, Line 2: Students are given an evaluation by an independent financial advisor every three years. 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, signed by the evaluator and family members. The CEO makes the final decision on tuition assistance after receiving recommendations from the scholarship committee and the independent financial advisor. Tuition assistance stays the same until the subsequent evaluation. X X X 0 0 0 0 0 0 0 0 0 Vivian Shudde CEO 180640 0 0 0 0 0 9032 0 12610 0 202282 0 0 0 Carol Ostlind Thornburg Chief Advancement Officer 161895 0 0 0 0 0 0 0 6468 0 168363 0 0 0 Bill Rondon Chief Operating Officer 163013 0 0 0 0 0 0 0 0 0 163013 0 0 0 Neal Shudde Related to Director 40052 Employee compensation 0 X 5 297152 FMV X Supplies 25 51967 FMV X Equipment 16 7456 FMV X Furniture 3 1650 FMV 0 1 0 Form 990, Part VI, Section A, line 2 Yvonne Streit is the mother of Vivian Shudde. Form 990, Part VI, Section A, line 6 The Brookwood Holding Company is the sole member of the corporation. Form 990, Part VI, Section B, line 11b Management and the Finance Committee Chairperson review Form 990 and provide a copy to the board before filing. Form 990, Part VI, Section B, line 12c Directors must submit a conflict of interest disclosure form annually, with receipt of these forms monitored to ensure compliance. For any 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 their position in the Organization or, if the person refuses to resign, become subject to possible removal under the Organization's removal procedures. The Organization's Chief Executive Officer will monitor any proposed or ongoing transactions for conflicts of interest and disclose them to the Chairman of the Board of Directors to deal with potential or actual conflicts, whether discovered before or after the transaction. Form 990, Part VI, Section B, line 15 The organization uses an Executive Salary Survey for consideration by the Compensation Committee of the Brookwood Community's Board of Directors. The data is gathered through the information in IRS 990s and other information available on the Internet to provide consistency. The survey includes local area non-profits and selects similar organizations from across the country. The salary survey in the response to Part VI, Questions 15a and 15b, represents reasonable comparisons for our positions of Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, Chief Advancement Officer, and Chief HR Officer. Form 990, Part VI, Section C, line 19 Upon request. Form 990, Part XI, line 9: Intercompany -1,717,416. Change in beneficial interest in property 577,089. Change in interest in Brookwood Endowment, Inc. -2,716,903. Net activity Brookwood interest in Brookwood Endowment, Inc. 4,719,392. Garden Beverages LLC 1752 FM 1489 Brookshire TX 77423 273707255 Alcohol sales in Cafe TX 7617 2301 Brookwood Community Inc The Briarwood School 12207 Whittington Drive Houston TX 77077 814638450 School TX 501(c)(3) 2 N/A 0 The Brookwood Endowment Inc 1752 FM 1489 Brookshire TX 77423 814680678 Support Brookwood Community & Briarwood School TX 501(c)(3) 12b The Brookwood Holding Company 0 The Brookwood Holding Company 1752 FM 1489 Brookshire TX 77423 814652390 Support Brookwood Community & Briarwood School TX 501(c)(3) 12b N/A 0 The Brookwood Real Prop Holding Co 1752 FM 1489 Brookshire TX 77423 814641189 Support Brookwood Community & Briarwood School TX 501(c)(3) 12b The Brookwood Holding Company 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0