BROOKSIDE SENIOR LIVING

EIN: 410871848 501(c)(3) Housing & Shelter

EDINA, MN

Total Revenue
$2,362,325
Total Expenses
$2,210,954
Total Assets
$9,931,802
Net Assets
$2,724,915
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
MN
Principal Officer
ROBERT DAHL
Phone
9528555000
Tax Period
2023-01-01 to 2023-12-31

BROOKSIDE SENIOR LIVING, founded in 1961, is a community nonprofit in the Housing & Shelter sector that reported $2.4M in total revenue in fiscal year 2023. Expenses of $2.2M left a modest 6% surplus.

Mission

TO PROVIDE HEALTH CARE, HOUSING, AND COMMUNITY SERVICES FOR THE ELDERLY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $36,125
Program Service Revenue $2,320,254
Investment Income $48,011
Other Revenue $-42,065
TOTAL REVENUE $2,362,325

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,144,650
Fundraising Expenses $0
Program Expenses $1,807,156
Other Expenses $1,066,304
TOTAL EXPENSES $2,210,954

Year-over-Year Comparison

2023 2022 Change
Revenue $2,362,325 $2,363,347 0.0%
Expenses $2,210,954 $2,289,786 0.0%
Net Income $151,371 $73,561 +1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
6
Employees
77
Volunteers
14

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
10
$2,578,269
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT DAHL PRESIDENT/CEO 0.37
Officer
$0 $108,350 $728,206
MATTHEW KERN CHIEF OPERATING OFFICER 0.37
Officer
$0 $109,481 $442,057
KATHY YOUNGQUIST CHIEF FINANCIAL OFFICER 0.37
Officer
$0 $79,279 $416,436
KATHY KOPP CHIEF STRATEGIC OFFICER 0.37
Officer
$0 $88,142 $368,733
ANGELA BROWN CHIEF HUMAN RESOURCE OFFICER 0.37
Officer
$0 $68,177 $313,835
SHARON WILSON CHIEF CLINICAL AND COMPLIANCE OFFICER 0.37
Officer
$0 $48,520 $309,002
KARI HOSKIN CHAIR & DIRECTOR 0.25
Officer Director
$0 $0 $0
SUSAN JERVE VICE CHAIR & DIRECTOR 0.25
Officer Director
$0 $0 $0
DUSTIN CITROWSKE SECRETARY AND DIRECTOR 0.25
Officer Director
$0 $0 $0
NANCY AAGESEN TREASURER AND DIRECTOR 0.25
Officer Director
$0 $0 $0
MATTHEW CRAWFORD DIRECTOR 0.25
Director
$0 $0 $0
MATTHEW HAUGEN DIRECTOR 0.25
Director
$0 $0 $0
GINA KONTZ DIRECTOR (THRU APRIL) 0.25
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $2,362,325 $2,210,954 $9,931,802 $151,371
2022 $2,363,347 $2,289,786 $9,834,395 $73,561
2021 $2,232,932 $2,133,079 $9,993,263 $99,853
2020 $2,174,385 $1,901,435 $10,960,587 $272,950
2019 $2,123,535 $1,824,812 $10,039,334 $298,723
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