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Brookmeade Community Foundation FY2020 filing

Tax-deductible

Rhinebeck, NY501(c)(3)Foundations & GrantmakersEIN 45-4813106Revenue $99K in FY2020

On file with the IRScommunityatbrookmeade.com/foundation46 Brookmeade Dr, 12572-2317 · Rhinebeck, NYTax-exempt since Apr 2014Publicly supported charity — 170(b)(1)(A)(vi)

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To provide resources and assistance to aid the corporations that are a part of the Community at Brookmeade organization, in the management, planning and coordination of nursing home, enriched housing, assisted living, independent living, and other non-hospital services, and supports the other affiliates and adult day health care.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average surplus $67K a year · 53% of revenue · last 5 filings
Worth a look: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
22 mo
of spending, in cash
Looks good: 22.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $36
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$14K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$99K
Spent
$114K
To programs
80%
Net assets
$261K
By yearFY2020–FY2024
Revenue
$99K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$99K
FY2021$62K
FY2022$426K
FY2023$28K
FY2024$21K
Expenses
$114K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$114K
FY2021$67K
FY2022$51K
FY2023$38K
FY2024$28K
Net assets
$261K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$261K
FY2021$256K
FY2022$631K
FY2023$621K
FY2024$614K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Exemption reinstated (2010-05-15). Per the IRS revocation list. Latest filing on record: FY2024. IRS ruling in Apr 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $92K Management & general 14% · $16K Fundraising 6% · $6K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Michael Green
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Karen Zobel
Administrator
$0Pt VII · Sec A
See Brookmeade Community Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports Brookmeade affiliates in managing and coordinating senior living and adult day care services.

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Provided by the organization

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1 program · $92K · in their own filed words · FY2020
01

The brookmeade community foundation, through its fundraising efforts provides significant support to the baptist home and its new day program. The baptist home is a non-profit corporation whose purpose and mission is to enchance the sanctity of life for the aged by promoting and providing quality care in a loving environment that…

$92Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Amazonsmile FoundationFY2023$36
Total grants receivedfrom 1 funder$36

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$99K
Ln 12
Gifts and grantsLn 1h$96K
Other incomeLn 4–11$2K
Investment incomeLn 3$572
Money outPt IX
$114K
Ln 25
Programscol B$92K
Managementcol C$16K
Fundraisingcol D$6K
Owns and owesPt X
$261K
net assets · Ln 32
Cash and savingsLn 1–2$210K
Total assetsLn 16$275K
LiabilitiesLn 26$14K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$96K
Fundraising eventsLn 1c$35K
Investment incomeLn 3$572
Other incomeLn 4–11$2K
Total revenueLn 12$99K
Assets in detailPt X, end of year
CashLn 1$210K
Cash and savings togetherLn 1–2$210K
InvestmentsLn 11–13$0
Other assetsLn 15$23K
Total assetsLn 16$275K
LiabilitiesLn 26$14K
Net assetsLn 32$261K
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$146K$210K
InvestmentsLn 11–13$103K$0
Total assetsLn 16$289K$275K
LiabilitiesLn 26$12K$14K
Net assetsLn 32$277K$261K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$41K$33K$8K
Other employee benefitsLn 9$3K$2K$622
Payroll taxesLn 10$3K$2K$539
Legal feesLn 11b$83$83
Accounting feesLn 11c$3K$3K
Other fees for servicesLn 11g$3K$2K$520
Office expensesLn 13$4K$3K$724
OccupancyLn 16$1K$962$240
Payments to affiliatesLn 21$22K$22K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$34K$27K$819$6K
Total functional expensesLn 25$114K$92K$16K$6K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $21K$28K−$7K$614K 990 PDF
FY2023 $28K$38K−$11K$621K 990 PDF
FY2022 $426K$51K$375K$631K 990 PDF
FY2021 $62K$67K−$5K$256K 990 PDF
FY2020 Viewing $99K$114K−$16K$261K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $98,655 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $100,802$95,724
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $3,043$572
I-11 Other revenuePrior year $37,686$2,359
I-12 Total revenuePrior year $141,531$98,655
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $10,601$46,574
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $72,277$67,870
I-18 Total expensesPrior year $82,878$114,444
I-19 Revenue less expensesPrior year $58,653−$15,789
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $98,655 across 7 lines filed
VIII-1c Fundraising events$35,464
VIII-1f All other contributions, gifts and grants$60,260
VIII-1h Total contributions, gifts and grants$95,724
VIII-3 Investment incomeExcluded from tax $572$572
VIII-8 Net income from fundraising eventsExcluded from tax −$34,140−$34,140
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $36,499$36,499
VIII-12 Total revenueRelated to mission $36,499 · Unrelated business $0 · Excluded from tax −$33,568$98,655
Part IX · Statement of functional expenses $114,444 across 11 lines filed
IX-7 Other salaries and wagesPrograms $32,615 · Management $8,154$40,769
IX-9 Other employee benefitsPrograms $2,486 · Management $622$3,108
IX-10 Payroll taxesPrograms $2,158 · Management $539$2,697
IX-11b Legal feesManagement $83$83
IX-11c Accounting feesManagement $3,181$3,181
IX-11g Other fees for servicesPrograms $2,078 · Management $520$2,598
IX-13 Office expensesPrograms $2,897 · Management $724$3,621
IX-16 OccupancyPrograms $962 · Management $240$1,202
IX-21 Payments to affiliatesPrograms $22,038$22,038
IX-23 InsuranceManagement $1,080$1,080
IX-24 Other expenses (24a–d)Programs $26,873 · Management $819 · Fundraising $6,375$34,067
IX-25 Total functional expensesPrograms $92,107 · Management $15,962 · Fundraising $6,375$114,444
Part X · Balance sheet $274,934 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $145,724$209,552
X-4 Accounts receivableStart of year $32,708$42,490
X-12 Other securitiesStart of year $102,948$0
X-15 Other assetsStart of year $7,260$22,892
X-16 Total assetsStart of year $288,640$274,934
X-17 Accounts payable and accrued expensesStart of year $11,713$3,796
X-19 Deferred revenue$10,000
X-26 Total liabilitiesStart of year $11,713$13,796
X-27 Net assets without donor restrictionsStart of year $197,159$167,290
X-28 Net assets with donor restrictionsStart of year $79,768$93,848
X-32 Total net assets or fund balancesStart of year $276,927$261,138
X-33 Total liabilities and net assetsStart of year $288,640$274,934
Part XI · Reconciliation of net assets $261,138 net assets at year end
XI-1 Total revenue$98,655
XI-2 Total expenses$114,444
XI-3 Revenue less expenses−$15,789
XI-4 Net assets at start of year$276,927
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$261,138

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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