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Nonprofiteer
← THE BROOKWOOD ENDOWMENT INC

Form 990 for tax year 2022

Filed by THE BROOKWOOD ENDOWMENT INC.

Totals

Total revenue
$4,137,588
Total expenses
$1,406,062
Contributions and grants received
$0
Grants paid
$1,353,801
Program service revenue
$0
Investment income
$4,137,588
Other revenue
$0
Total assets, end of year
$97,632,834
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$97,632,834
Program services expenses (Part IX)
$1,353,801
Management and general expenses
$52,261
Fundraising expenses
$0
Program service expenses (Part III)
$1,353,801

Program services were 96.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Brad Tucker

    Chair

    Total calculated
    $0
    Hours/week
    1 + 6.75 related

  • Vita Goodell

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 4 related

  • Peggy McGaughy

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • John Scales

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Vivian Shudde

    Director

    Total calculated
    $202,282
    From this org
    $0
    From related orgs
    $180,640
    Other
    $21,642
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,640 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,032 related
    Nontaxable benefits
    $0 + $12,610 related
    Filer's total
    $0 + $202,282 related

  • Nicholas Shum

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Yvonne Streit

    Director

    Total calculated
    $109,862
    From this org
    $0
    From related orgs
    $109,862
    Other
    $0
    Hours/week
    0.5 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
The Compensation Committee of the Brookwood Community's Board of Directors determines compensation for Vivian Shudde, Executive Director of The Brookwood Community. The Compensation Committee uses an Executive Salary Survey. The survey includes local area non-profits and selects similar organizations nationwide.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
11 June 2024
IRS schema version
2022v5.0
Source object
202411639349300736

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