BROOKWOOD ENDOWMENT INC (EIN 582139834) - Form 990 Financial Analysis & Trantor Score

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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

1994

Legal Domicile

Principal Officer

PHILIP WATT

Phone

2292268070

Tax Period

2024-07-01 to 2025-06-30

BROOKWOOD ENDOWMENT INC, founded in 1994, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.1M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $934K, a strong 30% operating margin.

Mission

TO ACQUIRE, MANAGE, AND INVEST AN ENDOWMENT FUND SUPPORTING BROOKWOOD SCHOOL, INC.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,100,233

Program Service Revenue $0

Investment Income $1,030,780

Other Revenue $204

TOTAL REVENUE $3,131,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,044,090

Other Expenses $2,197,134

TOTAL EXPENSES $2,197,134

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,131,217	$2,763,460	+0.1%
Expenses	$2,197,134	$1,809,003	+0.2%
Net Income	$934,083	$954,457	0.0%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP WATT	PRESIDENT/SECRETARY	1.00	Director	$0	$0	$0
BERNARD LANIGAN JR	TREASURER	1.00	Director	$0	$0	$0
PAGE CROZER	DIRECTOR	1.00	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
2025	$3,131,217	$2,197,134	$47,503,721	$934,083
2024	$2,763,460	$1,809,003	$42,384,494	$954,457
2023	$2,156,766	$2,176,123	$36,823,626	$-19,357
2022	$2,833,583	$3,249,148	$34,326,387	$-415,565
2021	$2,417,525	$1,575,936	$40,972,575	$841,589
2020	$725,608	$1,283,007	$30,124,934	$-557,399
2019	$1,838,608	$1,811,210	$32,788,608	$27,398
2018	$10,833,834	$1,710,585	$34,485,935	$9,123,249

BROOKWOOD ENDOWMENT INC