The Brookwood Endowment Inc (EIN 814680678) - 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

2016

Legal Domicile

Principal Officer

Brad Tucker

Phone

2813752100

Tax Period

2023-08-01 to 2024-07-31

The Brookwood Endowment Inc, founded in 2016, is a community nonprofit in the Education sector that reported $6.5M in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.5M, a strong 85% operating margin.

Mission

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

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $6,519,378

Other Revenue $0

TOTAL REVENUE $6,519,378

Expense Breakdown

Grants Paid $940,191

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $940,191

Other Expenses $29,372

TOTAL EXPENSES $969,563

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,519,378	$4,137,588	+0.6%
Expenses	$969,563	$1,406,062	-0.3%
Net Income	$5,549,815	$2,731,526	+1.0%

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

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

$336,095

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
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	$24,378	$211,357
Nicholas Shum	Director	0.50	Director	$0	$0	$0
Yvonne Streit	Director	0.50	Director	$0	$5,940	$124,738

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	$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

The Brookwood Endowment Inc