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Nonprofit · EIN 33-1173163

BROOKE USA INC

Tax-exempt · LEXINGTON, KY 40513

Financials

$931K$1.2M2023$1.9M$1.4M2024$1.7M$1.5M2025
Revenue Expenses · by fiscal year end
Financials of BROOKE USA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,666,636$1,464,270$202,366$2,260,928$628,585$1,632,343
December 31, 2024990$1,855,391$1,370,836$484,555$1,960,609$530,632$1,429,977
December 31, 2023990$930,841$1,243,641-$312,800$1,453,576$508,154$945,422
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,849,371
Program service revenue
$0
Investment income
$38,360
Net income from fundraising events
-$221,095
Other revenue
-$221,095

Expenses

Grants and similar amounts paid
$518,697
Compensation of officers, directors and key employees
$168,036
Other salaries and wages
$263,455
Salaries, compensation and benefits (total)
$557,534
Professional fundraising fees
$0
Legal fees
$17,273
Accounting fees
$51,650
Occupancy
$14,767
Travel
$40,535
Program services (functional)
$745,504
Management and general (functional)
$247,744
Fundraising (functional)
$471,022

Balance sheet and other

Total assets, start of year
$1,960,609
Total assets, end of year
$2,260,928
Total liabilities, end of year
$628,585
Net assets, end of year
$1,632,343
Publicly traded securities
$2,840
Net assets without donor restrictions
$1,632,343
Gross receipts
$1,887,731
Employees
5
Year formed
2007
State of legal domicile
DE

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
EMILY MARQUEZ-DULINCEO
Officer
40$168,036
JIM HAMILTON DVMCHAIR
Trustee or director, Officer
2$0
JULIA WILSON DVMVICE CHAIR
Trustee or director, Officer
2$0
HOLLY SAMPSONTREASURER
Trustee or director, Officer
2$0
LISA BAIRSECRETARY
Trustee or director, Officer
2$0
DR DAVID JONESCHAIRMAN EME
Trustee or director, Officer
2$0
VICKY BUSCHTRUSTEE/DIRE
Trustee or director
1$0
SALLY FRICKTRUSTEE/DIRE
Trustee or director
1$0
DWAYNE HILDRETHTRUSTEE/DIRE
Trustee or director
1$0
GILL JOHNSTONTRUSTEE/DIRE
Trustee or director
1$0
AMAL MURGIANTRUSTEE/DIRE
Trustee or director
1$0
LAURA ROMBAUERTRUSTEE/DIRE
Trustee or director
1$0
KATIE ROTHTRUSTEE/DIRE
Trustee or director
1$0
JENNIFER SCHECHTERTRUSTEE/DIRE
Trustee or director
1$0
CHRIS TATTERSALLTRUSTEE/DIRE
Trustee or director
1$0
1 more people on this return
NameTitleHours / weekCompensation
KATHY VIRTUETRUSTEE/DIRE
Trustee or director
1$0
990 for the year ended December 31, 2024: 17 people
NameTitleHours / weekCompensation
EMILY MARQUEZ-DULINCEO
Officer
40$151,668
JIM HAMILTON DVMCHAIR
Trustee or director, Officer
2$0
JULIA WILSONVICE CHAIR
Trustee or director, Officer
2$0
HOLLY SAMPSONTREASURER
Trustee or director, Officer
2$0
LISA BAIRSECRETARY
Trustee or director, Officer
2$0
DR DAVID JONESCHAIRMAN EME
Trustee or director, Officer
2$0
PERNILLA AMMANNTRUSTEE/DIRE
Trustee or director
1$0
MARK BEAUSOLEILTRUSTEE/DIRE
Trustee or director
1$0
TAMI FRATISTRUSTEE/DIRE
Trustee or director
1$0
SALLY FRICKTRUSTEE/DIRE
Trustee or director
1$0
DWAYNE HILDRETHTRUSTEE/DIRE
Trustee or director
1$0
GILL JOHNSTONTRUSTEE/DIRE
Trustee or director
1$0
JOHN NICHOLSONTRUSTEE/DIRE
Trustee or director
1$0
KATIE ROTHTRUSTEE/DIRE
Trustee or director
1$0
JENNIFER SCHECHTERTRUSTEE/DIRE
Trustee or director
1$0
CHRIS TATTERSALLTRUSTEE/DIRE
Trustee or director
1$0
STUART WINSTONTRUSTEE/DIRE
Trustee or director
1$0
990 for the year ended December 31, 2023: 20 people
NameTitleHours / weekCompensation
EMILY MARQUEZ- DULINCEO
Officer
40$155,000
JIM HAMILTONCHAIRMAN
Trustee or director, Officer
2$0
LAURA ROMBAUERVICE CHAIR
Trustee or director, Officer
1$0
MARK BEAUSOLEILTREASURER
Trustee or director, Officer
1$0
LISA BAIRSECRETARY
Trustee or director, Officer
1.5$0
DR DAVID JONESCHAIRMAN EME
Trustee or director, Officer
1.5$0
PERNILLA AMMANNTRUSTEE/DIRE
Trustee or director
1$0
TANNETTA FENTENER VAN VLISSINGENTRUSTEE/DIRC
Trustee or director
1$0
TAMI FRATISTRUSTEE/DIRE
Trustee or director
1$0
SALLY FRICKTRUSTEE/DIRE
Trustee or director
1$0
DWAYNE HILDRETHTRUSTEE/DIRE
Trustee or director
1$0
GILL JOHNSTONTRUSTEE/DIRE
Trustee or director
1$0
JOHN NICHOLSONTRUSTEE/DIRE
Trustee or director
1$0
KATIE ROTHTRUSTEE/DIRE
Trustee or director
1$0
HOLLY SAMPSONTRUSTEE/DIRE
Trustee or director
1.5$0
JENNIFER SCHECHTERTRUSTEE/DIRE
Trustee or director
1$0
LISA SPODENTRUSTEE/DIRE
Trustee or director
1$0
CHRIS TATTERSALLTRUSTEE/DIRE
Trustee or director
1$0
STUART WINSTONTRUSTEE/DIRE
Trustee or director
1$0
JULIA WILSONTRUSTEE/DIRE
Trustee or director
1.5$0

Address and contacts

Address (IRS master file)
1040 MONARCH STREET 3RD FLOOR, LEXINGTON, KY 40513-1852
Mailing address (990-N for 2007)
c/o Chapel York Limited PMB293, 601 PennAve NW Suite 900 S Building, Washington DC 20004
Principal officer (990 for 2025)
EMILY MARQUEZ-DULIN, 1040 MONARCH STREET 3RD FLOOR, LEXINGTON, KY 40513
Principal officer (990-N for 2007)
David Jones, North Carolina Zoological Park, 4401 Zoo Parkway, Asheboro NC 27205
Signed the 990
EMILY MARQUEZ-DULIN, CEO
Phone
(859) 296-0037
Return prepared by
TURNER & ASSOCIATES LLP

Mission

THE ORGANIZATION WAS ESTABLISHED TO SUPPORT SUSTAINABLE EQUINE WELFARE PROGRAMS ACROSS ASIA, AFRICA, THE MIDDLE EAST AND THE AMERICAS THROUGH FUNDRAISING AND STEWARDING DONATIONS TO THE AREAS OF GREATEST NEED.

990 for the year ended December 31, 2025

Program accomplishments

  • SUPPORT SUSTAINABLE EQUINE WELFARE PROGRAMS ACROSS ASIA, AFRICA, THE MIDDLE EAST AND THE AMERICAS THROUGH FUNDRAISING AND STEWARDING DONATIONS TO THE AREAS OF GREATEST NEED.
    Expenses $226,807
  • THE ORGANIZATION WAS ESTABLISHED TO SUPPORT SUSTAINABLE EQUINE WELFARE PROGRAMS ACROSS ASIA, AFRICA, THE MIDDLE EAST AND THE AMERICAS THROUGH FUNDRAISING AND STEWARDING DONATIONS TO THE AREAS OF GREATEST NEED.
    Expenses $518,697 · grants $518,697

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
33-1173163
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2007
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Animal-related (D20)
Assets (IRS master file)
$2,260,928
Income (IRS master file)
$1,887,731

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,666,636$1,464,270$2,260,928XML
990December 2024$1,855,391$1,370,836$1,960,609XML
990December 2023$930,841$1,243,641$1,453,576XML
990December 2022$1,012,618$1,160,859$1,297,381IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990-N for 2007
Officer: David Jones
December 31, 2007≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-1173163).

Questions about BROOKE USA INC

What is the EIN of BROOKE USA INC?
The employer identification number (EIN) of BROOKE USA INC is 33-1173163.
Is BROOKE USA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to BROOKE USA INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BROOKE USA INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BROOKE USA INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BROOKE USA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of BROOKE USA INC?
The 990 for the year ended December 31, 2025 names EMILY MARQUEZ-DULIN.
Who are the officers and directors of BROOKE USA INC?
The 990 for the year ended December 31, 2025 lists 16 people; 1 received compensation from the organization, the highest $168,036 (EMILY MARQUEZ-DULIN, CEO).
How much revenue does BROOKE USA INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,666,636, expenses of $1,464,270 and total assets of $2,260,928 at year end.

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