The Brookwood Real Property Holdin… - Form 990 Financial Data

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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

2016

Legal Domicile

Principal Officer

Greg Hubert

Phone

2813752100

Tax Period

2024-08-01 to 2025-07-31

Mission

To support The Brookwood Community, Inc. and The Briarwood School.

Program Service Accomplishments

Program 1

Expenses: $7,743,568

The Brookwood Real Property Holding Company is organized to support the charitable, educational programs and activities of The Brookwood Community, Inc. and The Briarwood School.The property used to operate the Briarwood School was transferred to the Briarwood School during the year ending 7/31/2025.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $7,743,568

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,743,568

Other Expenses $0

TOTAL EXPENSES $7,743,568

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	$7,743,568	N/A	N/A
Net Income	N/A	$0	N/A

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

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

$145,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brad Tucker	Chair	0.50	Officer Director	$0	$0	$0
Michael Hall	Director	0.25	Director	$0	$0	$0
J Scott Thompson	Director	0.25	Director	$0	$0	$0
Jim Tomforde	Director	0.25	Director	$0	$0	$0
Greg Hubert	CEO	0.25	Officer	$0	$7,776	$145,124

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	No data	$7,743,568	$37,153,250	No data
2024	No data	No data	$45,345,090	No data
2023	No data	No data	$41,622,265	No data
2022	No data	No data	$42,642,917	No data
2021	No data	No data	$44,405,587	No data
2020	No data	No data	$42,786,958	No data
2019	No data	No data	$27,283,674	No data

The Brookwood Real Property Holding Company