Brooke Grove Retirement Village

Legal name: Brooke Grove Foundation Inc

Nonprofit profile at a glance

EIN
520634722
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Sandy Spring, MD, US
Phone
301-381-2434
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Nursing, Convalescent Facilities

Official website

Reported finances

Revenue
$57,256,594
Expenses
$50,706,124
Assets
$68,231,160
Liabilities
$44,087,800

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • DENNIS HUNTER (PRESIDENT)

Highest reported compensation

  • DENNIS HUNTER (PRESIDENT): $311,684 total reported compensation
  • KEITH SPILLANE (DIRECTOR OF CORPORATE FINANCE): $221,558 total reported compensation
  • TIMOTHY BERRY (ADMINISTRATOR): $206,108 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We Touch People's Lives®

What it reported doing in 2024

Nursing care and services for the elderly and disabled in 9 seperate residences with a total of 270 beds and 40 independent living units. Care is provided on a 24 hour basis by registered nurses, licensed practical nurses, nurse aides, and attending physicians.

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 71
  • Accountability: 78
  • Sustainability: 56
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.8%; rating input score 92
  • Program expense ratio: 89.3%; rating input score 89
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 62.5%; rating input score 62; 17th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 11.4%; rating input score 76; 76th percentile among comparable filings
  • Total-asset coverage ratio: 1.35; rating input score 50; 50th percentile among comparable filings
  • Liabilities to assets ratio: 0.65; rating input score 25; 25th percentile among comparable filings
  • Officer compensation ratio: 4.1%; rating input score 24; 24th percentile among comparable filings

Growth

  • Program expense growth: 2.1% per year; rating input score 100; 16th percentile among comparable filings
  • Revenue growth: 3.5% per year; rating input score 100; 27th percentile among comparable filings
  • Asset growth: 2.4% per year; rating input score 100; 17th percentile among comparable filings

Details

  • What they do: 7 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 91.8% of revenue deployed · 89.3% of spending went to programs
  • Governance: 5 of 8 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $45.3M in reported program spending
  • Leadership: top reported pay $312K · 18 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $11.5M reported
  • Consistency: 30 of 30 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 12 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Sustainability: Total-asset coverage ratio scored 50/100.
  • High — Sustainability: Officer compensation ratio scored 24/100.
  • High — Sustainability: Liabilities to assets ratio scored 25/100.