The Brookwood Endowment Inc

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

Greg Hubert

Phone

2813752100

Tax Period

2024-08-01 to 2025-07-31

The Brookwood Endowment Inc, founded in 2016, is a community nonprofit in the Education sector that reported $5.3M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $4.0M, a strong 76% operating margin.

Mission

Support The Brookwood Community, Inc. and The Briarwood School.

Program Service Accomplishments

Program 1

Expenses: $1,238,162

The Brookwood Endowment, Inc. is organized to support the charitable, educational, scientific and/or religious purposes and activities of, The Brookwood Community, Inc. and The Briarwood School.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5,328,352

Other Revenue $-52,820

TOTAL REVENUE $5,275,532

Expense Breakdown

Grants Paid $1,238,162

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,238,162

Other Expenses $39,597

TOTAL EXPENSES $1,277,759

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,275,532	$6,519,378	-0.2%
Expenses	$1,277,759	$969,563	+0.3%
Net Income	$3,997,773	$5,549,815	-0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

$493,670

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brad Tucker	Chair	1.00	Officer Director	$0	$0	$0
Vita Goodell	Director	0.50	Director	$0	$0	$0
Greg Hubert	Director	0.50	Director	$0	$7,776	$145,124
Peggy McGaughy	Director	0.50	Director	$0	$0	$0
John Scales	Director	0.50	Director	$0	$0	$0
Vivian Shudde	Director	0.50	Director	$0	$27,287	$221,465
Nicholas Shum	Director	0.50	Director	$0	$0	$0
Yvonne Streit	Director	0.50	Director	$0	$5,686	$127,081

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	$5,275,532	$1,277,759	$121,006,619	$3,997,773
2024	$6,519,378	$969,563	$113,290,278	$5,549,815
2023	$4,137,588	$1,406,062	$97,632,834	$2,731,526
2022	$10,745,267	$1,694,040	$94,110,059	$9,051,227
2021	$3,825,297	$1,707,805	$95,754,362	$2,117,492
2020	$2,965,513	$233,367	$82,599,446	$2,732,146
2019	$4,408,779	$3,431,809	$78,487,234	$976,970
2018	$1,876,996	$4,432,627	$78,005,178	$-2,555,631