2026-06-15T10:32:51-05:00 2025-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2024-08-01 741587672 The Brookwood Community Inc BROO 2813752100 1752 FM 1489 Brookshire TX 77423 Greg Hubert CEO 2813752100 2026-06-15 1 0 Barbara Murphy P01386215 7134395739 2026-06-12 2024 2025-03-06 01:10:19Z Greg Hubert 1752 FM 1489 Brookshire TX 77423 30055538 0 X www.brookwoodcommunity.org X 1968 TX A God-centered community providing education for adults with special needs to acquire meaningful work skills; experience the pride that accompanies the ability to contribute to one's support and grow socially, emotionally, and spiritually. 17 14 511 6700 -105286 0 17362269 15262757 10558883 11294529 2200 0 1575524 2059204 29498876 28616490 1711467 1821920 0 0 11551446 12656492 0 0 999543 4805247 5783428 18068160 20261840 11430716 8354650 9664032 16222299 1849357 2511940 7814675 13710359 X The Brookwood Community provides an educational environment that creates meaningful work, builds a sense of belonging, and awakens genuine purpose in the lives of adults with disabilities. 0 0 16280827 1821920 13168554 The Brookwood Community is a residential and day program for adults with disabilities. Brookwood serves 125 "Citizens" (adults with disabilities) in our residential program and 125 in our day program. Our goal is to provide an environment that allows our Citizens to fulfill their God-given purpose in life. We provide citizen-centric opportunities for spiritual, social, and vocational development. Our 485-acre Community consists of specially designed neuro-considerate homes, workshops, a worship center, a horticulture center, stores, and a cafe. See Schedule OWe continue to expand our citizen-centric opportunities by adding educational programs to all workshops, including shipping, placing orders, pricing products for sale, checking in deliveries, etc. Our Citizens are growing and adding value to our Community daily as they learn new skills and interact with the public in our retail stores and cafe, turning diners and shoppers into Brookwood Community supporters. Our Citizens are fully engaged in their work throughout the campus. Our Citizens are the hands of God as they help each other and help change the way our many visitors and shoppers view adults with disabilities.Our recreational programs, which include sports, fitness, fine arts, and ministry in service to others, along with their work, allow our Citizens to live meaningful, purposeful lives. 16280827 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 1 36 0 1 511 1 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 X 17 14 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jerry McGreer 2813752185 1752 FM 1489 Brookshire TX 77423 Vivian Shudde Executive Director 50.00 0.50 X X 194178 0 27287 Greg Hubert CEO 50.00 0.50 X X 161348 0 7776 Yvonne Streit Executive Director Emeritus 30.00 0.50 X X 121395 0 5686 Brad Tucker Board Chair 6.00 1.75 X X 0 0 0 Barbara W Bellatti Board Member 2.00 0.25 X 0 0 0 Sarah Elliot Board Member 2.00 0.00 X 0 0 0 Chase Fondren Board Member 2.00 0.00 X 0 0 0 Vita Goodall Board Member 4.00 0.50 X 0 0 0 Michael L Hall Board Member 2.00 0.50 X 0 0 0 Kay Phillips House Board Member 2.00 0.00 X 0 0 0 Carol Linn Board Member 2.00 0.00 X 0 0 0 Peggy McGaughy Board Member 2.00 0.50 X 0 0 0 Jacob Robinson Board Member 2.00 0.00 X 0 0 0 John J Scales Board Member 2.00 0.50 X 0 0 0 Edward C Bud Simpson Board Member 2.00 0.00 X 0 0 0 J Scott Thompson Board Member 2.00 0.25 X 0 0 0 Jim Tomforde Board Member 4.00 0.25 X 0 0 0 Sam Tucker Board Member 2.00 0.00 X 0 0 0 Bill Rondon Chief Operating Officer 50.00 0.00 X 174194 0 0 Jerry McGreer Chief Financial Officer 50.00 0.00 X 100694 0 23305 Carol Ostlind Thornburg Chief Advancement Officer 50.00 0.00 X 174672 0 14400 Becah Butler Chief Learning Officer 50.00 0.00 X 125163 0 20604 Glenna Ferrell Chief HR Officer 50.00 0.00 X 107797 0 14289 1159441 0 113347 8 0 1 0 Regent Construction 1840 Barnett Dr Weatherford TX 76087 Contractor for facilities 1278381 Taylor & Taylor Construction 204 Preston Ave Pasadena TX 77503 Contractor for Detention Ponds 958417 Skyline development 2656 S Loop W Ste 205 Houston TX 77054 Contractor facilities refurbishments 502449 The Kings Southern 10801 Hammerly Blvd Ste 100 Houston TX 77043 Cleaning services contractor 207624 Unified Rock 10701 Corporate Drive Suite 340-11 Stafford TX 77477 Residential care services 197917 5 940687 1102886 13219184 1305134 15262757 Tuition-Brookwood Community 611710 10356755 10356755 The Cafe at Brookwood 722100 909969 909969 Other program fees 611710 27805 27805 11294529 139942 0 139942 139942 139942 379135 940687 228612 150523 150523 3084461 1210436 1874025 1874025 UBI from partnerships 525990 -105286 -105286 -105286 28616490 13168554 -105286 290465 1821920 1821920 1469353 796383 413091 259879 42785 42785 9199871 7474527 1442390 282954 214955 190344 21484 3127 974138 807102 148328 18708 755390 594417 123910 37063 44987 44987 22 22 625788 232441 352537 40810 34601 34601 627981 345025 175079 107877 122232 71874 18573 31785 657040 639919 17068 53 23950 23248 702 582648 509073 49050 24525 623136 544866 58344 19926 Supplies 1208571 1009903 28922 169746 Equipment 1156490 1066417 87685 2388 Licenses and permits 75982 75982 20261840 16280827 2981470 999543 1509512 1489334 7531 7532 3199018 6679612 270907 261143 1782 847898 1096754 1300 7875 12143108 6745877 2631605 5397231 1196261 1281036 9664032 16222299 1112601 1765690 537150 546486 118633 111495 80973 88269 1849357 2511940 X -10255230 -10860361 18069905 24570720 7814675 13710359 9664032 16222299 X 8354650 -2458966 X 0 1 X 1 0 X 18886100 8458894 8184237 17362269 15262757 68154257 18886100 8458894 8184237 17362269 15262757 68154257 9105986 59048271 87919 472274 102083 45897 139942 848115 69002372 63256088 0.85570 0.84390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 55817494 536980 4879681 1102886 60131269 47677184 4318425 4762076 940191 55817494 45880112 458332 2692541 1353801 47677184 49974317 368164 -2868329 1594040 45880112 44943138 648908 5990076 1607805 49974317 0.32891 0.41396 0.25713 0 1 1 8863691 6745877 2117814 3279417 3279417 5397231 Mineral interest 100 Other valuables 9641 CSV of life insurance policies 13171 Due from Briarwood School 333567 Due from Endowment 166236 Funds held for students 111495 Due from Brookwood Holding Company 642875 Endowment offset accounts 3951 1281036 Deferred compensation 88269 88269 Part IV, Line 2b: Brookwood holds funds in trusts for its residents. Brookwood does not have discretion over the use of these funds. Funds held for others are included in the Organization's other assets and are reported as a liability of the Organization. Part V, Line 4: Donor-restricted endowment funds support Brookwood operations, staff development, tuition assistance, building maintenance, residential home maintenance, continuing care, educational chair, technology, capital improvements, and additions to property. Board-designated endowment funds support general operations, continuing care, retail expansion, worship center, staff development, tuition assistance, facilities, nursing, and enterprise activities. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 Notice of non-discrimination policy is posted on the Brookwood Community website. Luncheon 1048587 936087 112500 80143 62140 1535 Works of Heart - Auction 271235 4600 266635 84794 1319822 940687 379135 80143 62140 86329 228612 150523 1 Brookwood Community Tuition Assistance 121 1821900 Cost of tuition reduction Tuition reduction Part I, Line 2: Students are given an evaluation by an independent financial advisor every three years. Based on the individual's parents' tax return, the advisor provides a recommended response to the request for tuition assistance. The recommendation is documented in the Financial Evaluation Report, which the evaluator and family members sign. The CEO makes the final decision on tuition assistance after receiving recommendations from the scholarship committee and the independent financial advisor. Tuition assistance stays the same until the subsequent evaluation. X 1 1 X X X 0 0 0 0 0 0 0 0 0 Vivian Shudde Executive Director 194178 0 0 0 0 0 9561 0 17726 0 221465 0 0 0 Carol Ostlind Thornburg Chief Advancement Officer 174672 0 0 0 0 0 7200 0 7200 0 189072 0 0 0 Bill Rondon Chief Operating Officer 174194 0 0 0 0 0 0 0 0 0 174194 0 0 0 Greg Hubert CEO 137348 0 0 0 24000 0 4327 0 3449 0 169124 0 0 0 Part I, Line 1a Brookwood's CEO, Greg Hubert, is required to reside on campus as a condition of employment and is provided with use of an on-campus home owned by Brookwood. The benefit he receives is estimated to be $24,000 annually. Under the provisions of USC 26 Section 119(a)(2), this income is excluded from taxable income. Neal Shudde Related to Director 42785 Employee compensation 0 X 1 62156 FMV X 6 1216153 FMV X 2 5600 FMV X Equipment 2 12025 FMV X Auction items 6 4600 FMV 0 1 0 Form 990, Part VI, Section A, line 2 Yvonne Streit, Vivian Shudde, Vita Goodell, and Sarah Elliot are related. Brad Tucker and Sam Tucker are related. Form 990, Part VI, Section A, line 6 The Brookwood Holding Company is the sole member of the corporation. Form 990, Part VI, Section B, line 11b Management and the Finance Committee Chairperson review Form 990 and provide a copy to the board before filing. Form 990, Part VI, Section B, line 12c Directors must submit a conflict-of-interest disclosure form annually, and receipt of these forms is monitored to ensure compliance. For any interest disclosed to the Chairman of the Board of Directors, the Chairman will determine whether to: (a) take no action; (b) assure full disclosure to the Board of Directors and other individuals covered by this policy; (c) ask the person to recuse from participation in related discussions or decisions within the Organization; or (d) ask the person to resign from their position in the Organization or, if the person refuses to resign, become subject to possible removal under the Organization's removal procedures. The Organization's Chief Executive Officer will monitor any proposed or ongoing transactions for potential conflicts of interest and disclose them to the Chairman of the Board of Directors to address potential or actual conflicts, whether discovered before or after the transaction. Form 990, Part VI, Section B, line 15 The organization uses an Executive Salary Survey for consideration by the Compensation Committee of the Brookwood Community's Board of Directors. To provide consistency, the data is gathered from Form 990s and other information available on the internet. The survey includes local non-profits in the area and selects similar organizations nationwide. The salary survey provides reasonable comparisons for our positions of Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, Chief Advancement Officer, and Chief HR Officer. Form 990, Part VI, Section C, line 19 Upon request. Form 990, Part XI, line 9: Intercompany -2,464,856. Change in beneficial interest in property 448,273. Change in interest in Brookwood Endowment, Inc. -8,870,975. Net activity Brookwood interest in Brookwood Endowment, Inc. 8,428,592. Garden Beverages LLC 1752 FM 1489 Brookshire TX 77423 273707255 Alcohol sales in Cafe TX 28158 12616 Brookwood Community Inc The Briarwood School 12207 Whittington Drive Houston TX 77077 814638450 School TX 501(c)(3) 2 N/A 0 The Brookwood Endowment Inc 1752 FM 1489 Brookshire TX 77423 814680678 Support Brookwood Community & Briarwood School TX 501(c)(3) 12b N/A 0 The Brookwood Holding Company 1752 FM 1489 Brookshire TX 77423 814652390 Support Brookwood Community & Briarwood School TX 501(c)(3) 12b N/A 0 The Brookwood Real Prop Holding Co 1752 FM 1489 Brookshire TX 77423 814641189 Support Brookwood Community & Briarwood School TX 501(c)(3) 12b N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0