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Brookmeade Community Foundation FY2021 filing

Tax-deductible

Rhinebeck, NY501(c)(3)Foundations & Grantmakers EIN 45-4813106Revenue $62K in FY2021

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.
86¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
49 mo
of spending, in cash
Looks good: 49.2 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
$29K
10% of total assets
Looks good: liabilities are 10% 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
$62K
-37% vs prior year
Spent
$67K
To programs
86%
Net assets
$256K
By yearFY2020–FY2024
Revenue
$62K
FY2021▼ -37%
Tap a bar for its year
Revenue by fiscal year
FY2020$99K
FY2021$62K
FY2022$426K
FY2023$28K
FY2024$21K
Expenses
$67K
FY2021▼ -41%
Tap a bar for its year
Expenses by fiscal year
FY2020$114K
FY2021$67K
FY2022$51K
FY2023$38K
FY2024$28K
Net assets
$256K
FY2021▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$261K
FY2021$256K
FY2022$631K
FY2023$621K
FY2024$614K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 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

86 cents of each dollar spent went to programs.

Program services 86% · $58K Management & general 12% · $8K Fundraising 1% · $814

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 · $58K · in their own filed words · FY2021
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…

$58Kprogram 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 FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$62K
Ln 12
Gifts and grantsLn 1h$32K
Other incomeLn 4–11$30K
Investment incomeLn 3$278
Money outPt IX
$67K
Ln 25
Programscol B$58K
Managementcol C$8K
Fundraisingcol D$814
Owns and owesPt X
$256K
net assets · Ln 32
Cash and savingsLn 1–2$276K
Total assetsLn 16$285K
LiabilitiesLn 26$29K
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$32K
Fundraising eventsLn 1c$10K
Investment incomeLn 3$278
Other incomeLn 4–11$30K
Total revenueLn 12$62K
Assets in detailPt X, end of year
CashLn 1$276K
Cash and savings togetherLn 1–2$276K
Other assetsLn 15$0
Total assetsLn 16$285K
LiabilitiesLn 26$29K
Net assetsLn 32$256K
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 FY21End FY21
Cash and savingsLn 1–2$210K$276K
Total assetsLn 16$275K$285K
LiabilitiesLn 26$14K$29K
Net assetsLn 32$261K$256K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$8K$6K$2K
Other employee benefitsLn 9$1K$1K$262
Payroll taxesLn 10$1K$976$243
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$3K$2K$517
Office expensesLn 13$6K$5K$1K
OccupancyLn 16$300$240$60
Payments to affiliatesLn 21$30K$30K
InsuranceLn 23$576$576
Other expenses (24a–d)Ln 24$14K$13K$311$814
Total functional expensesLn 25$67K$58K$8K$814

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 Viewing $62K$67K−$5K$256K 990 PDF
FY2020 $99K$114K−$16K$261K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $62,272 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $95,724$31,888
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $572$278
I-11 Other revenuePrior year $2,359$30,106
I-12 Total revenuePrior year $98,655$62,272
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 $46,574$10,515
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $67,870$56,872
I-18 Total expensesPrior year $114,444$67,387
I-19 Revenue less expensesPrior year −$15,789−$5,115
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 $62,272 across 7 lines filed
VIII-1c Fundraising events$10,396
VIII-1f All other contributions, gifts and grants$21,492
VIII-1h Total contributions, gifts and grants$31,888
VIII-3 Investment incomeExcluded from tax $278$278
VIII-8 Net income from fundraising eventsExcluded from tax $20,227$20,227
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $9,879$9,879
VIII-12 Total revenueRelated to mission $9,879 · Unrelated business $0 · Excluded from tax $20,505$62,272
Part IX · Statement of functional expenses $67,387 across 10 lines filed
IX-7 Other salaries and wagesPrograms $6,390 · Management $1,598$7,988
IX-9 Other employee benefitsPrograms $1,046 · Management $262$1,308
IX-10 Payroll taxesPrograms $976 · Management $243$1,219
IX-11c Accounting feesManagement $3,677$3,677
IX-11g Other fees for servicesPrograms $2,067 · Management $517$2,584
IX-13 Office expensesPrograms $4,663 · Management $1,166$5,829
IX-16 OccupancyPrograms $240 · Management $60$300
IX-21 Payments to affiliatesPrograms $29,930$29,930
IX-23 InsuranceManagement $576$576
IX-24 Other expenses (24a–d)Programs $12,851 · Management $311 · Fundraising $814$13,976
IX-25 Total functional expensesPrograms $58,163 · Management $8,410 · Fundraising $814$67,387
Part X · Balance sheet $285,001 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $209,552$276,215
X-4 Accounts receivableStart of year $42,490$8,786
X-15 Other assetsStart of year $22,892$0
X-16 Total assetsStart of year $274,934$285,001
X-17 Accounts payable and accrued expensesStart of year $3,796$4,700
X-19 Deferred revenueStart of year $10,000$5,000
X-25 Other liabilitiesStart of year $0$19,278
X-26 Total liabilitiesStart of year $13,796$28,978
X-27 Net assets without donor restrictionsStart of year $167,290$170,175
X-28 Net assets with donor restrictionsStart of year $93,848$85,848
X-32 Total net assets or fund balancesStart of year $261,138$256,023
X-33 Total liabilities and net assetsStart of year $274,934$285,001
Part XI · Reconciliation of net assets $256,023 net assets at year end
XI-1 Total revenue$62,272
XI-2 Total expenses$67,387
XI-3 Revenue less expenses−$5,115
XI-4 Net assets at start of year$261,138
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$256,023

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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