2025-06-11T11:08:16-05:00 2024-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-08-01 741587672 The Brookwood Community Inc BROO 2813752100 1752 FM 1489 Brookshire TX 77423 Greg Hubert CEO 2813752100 2025-06-11 1 1 Barbara Murphy P01386215 7134395739 2025-06-11 2023 2025-03-06 01:10:19Z Greg Hubert 1752 FM 1489 Brookshire TX 77423 30894122 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 12 511 6700 -139990 0 8184237 17362269 9493070 10558883 7901 2200 1656681 1575524 19341889 29498876 1418970 1711467 0 0 10994948 11551446 0 0 870890 4318970 4805247 16732888 18068160 2609001 11430716 9281835 9664032 1626243 1849357 7655592 7814675 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 14535976 1711467 12260601 The Brookwood Community is a residential and day program for adults with disabilities. Brookwood serves 120 "Citizens" (adults with disabilities) in our residential program and 135 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 provide citizen-centric spiritual, social, and vocational development opportunities. Our 485-acre Community consists of specially designed neuro-considerate homes, workshops, a worship center, a horticulture center, stores, and a cafe. See Schedule OWe 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, which include sports, fitness, fine arts, and ministry in service to others, along with their work, allow our Citizens to live lives of meaning and purpose. 14535976 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 36 0 1 511 1 1 1 0 0 0 0 1 1 0 0 0 1 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 Vivian Shudde CEO 50.00 0.50 X X 186979 0 24378 Yvonne Streit Executive Director Emeritus 40.00 0.50 X X 118798 0 5940 Brad Tucker Chair 6.00 1.75 X X 0 0 0 Barbara W Bellatti Board Member 2.00 0.25 X X 0 0 0 Vita Goodall Board Member 4.00 0.50 X 0 0 0 Michael L Hall Board Member 2.00 0.50 X 0 0 0 Kay Phillips 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 C 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 Jim Tomforde Board Member 4.00 0.25 X 0 0 0 Bill Rondon Chief Operating Officer 50.00 0.00 X 167993 0 0 Jerry McGreer Chief Financial Officer 50.00 0.00 X 97531 0 23212 Carol Ostlind Thornburg Chief Advancement Officer 50.00 0.00 X 168570 0 7059 Becah Butler Chief Learning Officer 50.00 0.00 X 115464 0 20802 Glenna Ferrell Chief HR Officer 50.00 0.00 X 103897 0 12254 959232 0 93645 6 0 1 0 Christian Development 2550 Ryan Street Brenham TX 77833 Construction - building refurbishment 1009283 Gaeke Construction PO Drawer 509 Giddings TX 78942 Construction - building refurbishment 286091 Skyline development 2656 S Loop W Ste 205 Houston TX 77054 Construction - building refurbishment 229797 DFD Architects 305 W Willis Ste 101 Leander TX 78641 Architectural services 198067 The KIngs Southern 1000 Fairgrounds Rd Ste 105 St Charles MO 63301 Cleaning services 197972 6 1002071 840191 15520007 4560659 17362269 Tuition-Brookwood Community 611710 9658177 9658177 The Cafe at Brookwood 722100 871419 871419 Other program fees 611710 29287 29287 10558883 2200 2200 43697 0 43697 43697 43697 60000 1002071 89901 -29901 -29901 3007063 1305345 1701718 1701718 UBI from partnerships 525990 -139990 -139990 -139990 29498876 12260601 -139990 15996 1711467 1711467 1081173 460621 389360 231192 41539 41539 8527124 7034303 1201845 290976 184683 163431 16491 4761 1019838 815865 181474 22499 697089 550436 109370 37283 48740 48740 522577 204870 288672 29035 8773 8773 590790 278211 227215 85364 98111 52315 12010 33786 530903 510533 20289 81 27746 26210 384 1152 402083 351309 33849 16925 398912 348805 12756 37351 Equipment 1104891 1025908 76951 2032 Supplies 1018235 897894 41888 78453 Licenses and permits 53486 53486 18068160 14535976 2661294 870890 1316485 1509512 7530 7531 595513 3199018 205527 270907 823067 847898 1300 8794834 6163229 5326260 2631605 1007453 1196261 9281835 9664032 1051772 1112601 370426 537150 126573 118633 77472 80973 1626243 1849357 X -9010391 -10255230 16665983 18069905 7655592 7814675 9281835 9664032 X 11430716 -11271633 X 0 1 X 1 0 X 6040574 18886100 8458894 8184237 17362269 58932074 6040574 18886100 8458894 8184237 17362269 58932074 8456339 50475735 172269 87919 472274 102083 45897 880442 59812516 60154897 0.84390 0.85170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 47677184 4318425 4762076 940191 55817494 45880112 458332 2692541 1353801 47677184 49974317 368164 -2868329 1594040 45880112 44943138 648908 5990076 1607805 49974317 46064293 260299 98147 1479601 44943138 0.32963 0.43911 0.23126 0 1 1 8117708 6163229 1954479 677126 677126 2631605 Mineral interest 100 Other valuables 9641 CSV of life insurance policies 13171 Due from Briarwood School 327244 Due from Endowment 166235 Funds held for students 118633 Due from Brookwood Holding Company 557285 Endowment offset accounts 3952 1196261 Deferred compensation 80973 80973 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. Luncheon 1062071 1002071 60000 10000 56133 23768 1062071 1002071 60000 10000 56133 23768 89901 -29901 1 Brookwood Community Tuition Assistance 118 1711467 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 parents' tax return, the advisor provides a recommended response to the request for tuition assistance. The recommendation is documented in the Financial Evaluation Report, which the evaluator and family members sign. 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 186979 0 0 0 0 0 9349 0 15029 0 211357 0 0 0 Carol Ostlind Thornburg Chief Advancement Officer 168570 0 0 0 0 0 0 0 7059 0 175629 0 0 0 Bill Rondon Chief Operating Officer 167993 0 0 0 0 0 0 0 0 0 167993 0 0 0 Neal Shudde Related to Director 41539 Employee compensation 0 X 2 7687 FMV X 5 4535372 FMV X Supplies 1 17600 FMV 0 1 0 Form 990, Part VI, Section A, line 2 Yvonne Streit, Vivian Shudde and Vita Goodell have a familial relationship. 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. To provide consistency, the data is gathered from Form 990s and other information available on the internet. The survey includes local non-profits in the area and selects similar organizations nationwide. The salary survey provides 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 -1,879,404. Change in beneficial interest in property -3,708,229. Change in interest in Brookwood Endowment, Inc. -14,010,773. Net activity Brookwood interest in Brookwood Endowment, Inc. 8,326,773. Garden Beverages LLC 1752 FM 1489 Brookshire TX 77423 273707255 Alcohol sales in Cafe TX 16982 15480 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