Brookwood in Georgetown Vocational Inc

Nonprofit profile at a glance

EIN
472152393
IRS 990 coverage
2015–2024
Forms available
Form 990 2024, Form 990-N 2014
Location
Georgetown, TX, USA
Phone
5126885004
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Developmentally Disabled Centers

Official website

Reported finances

Revenue
$5,690,605
Expenses
$5,345,921
Assets
$26,333,567
Liabilities
$339,812

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

Leadership & pay

10 people listed

Executive titles in this filing

  • ERIN KILTZ (VICE PRESIDENT)
  • JOHN KILTZ (PRESIDENT)
  • ELIZABETH GRIFFIN (EXECUTIVE DIRECTOR)

Highest reported compensation

  • ELIZABETH GRIFFIN (EXECUTIVE DIRECTOR): $41,369 total reported compensation
  • TIM CURTIS (MEMBER/DIRECTOR OF DEVELOPMENT): $39,342 total reported compensation

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

Overview

Mission

Brookwood in georgetown (big) is a vocational and residential program for adults with intellectual and developmental disabilities providing an educational environment that creates meaningful jobs, builds a sense of belonging and validates dignity and respect for adults with disabilities.

What it reported doing in 2024

Brookwood in georgetown is a very "out of the box" innovative vocational community serving 80+ adults with intellectual and developmental disabilities ("citizens") where everything they make is sold in a high-end gift shop and cafe. We want to change the way our world views this population by taking the "status quo" of providing these individuals with custodial care to these individuals creating beautiful, marketable items to sell to help sustain the vocational community they enjoy everyday. Our citizens have become artisans creating beautiful pottery and artwork, woodworkers, candle makers, bakers, card designers, jewelry makers, sales associates, cafe workers and more.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 94% 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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 94
  • Accountability: 89
  • Sustainability: 69
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 85.9%; rating input score 86
  • Program expense ratio: 76.6%; rating input score 77
  • Fundraising efficiency: $7.55 raised per $1 spent on fundraising; rating input score 28; 28th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 88.9%; rating input score 89; 20th percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 6.1%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 4.93; rating input score 83; 83rd percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 84; 84th percentile among comparable filings
  • Officer compensation ratio: 1.5%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: 15.9% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: 11.6% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 21.2% per year; rating input score 100; 85th percentile among comparable filings

Details

  • Where the money goes: 85.9% of revenue deployed · 76.6% of spending went to programs
  • Governance: 8 of 9 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $4.1M in reported program spending
  • Leadership: top reported pay $41K · 10 people listed
  • Highest-paid contractors: 2 contractors listed · $1.4M reported
  • Consistency: 30 of 30 current checks pass
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 9 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • High — Financial Efficiency: Fundraising efficiency scored 28/100.
  • Review — Sustainability: Operating margin scored 54/100.
  • Review — Accountability: Governance controls: CEO compensation review process not reported.