Brook Oaks Senior Residences Inc

Brook Oaks Senior Residences Inc. consistently operates at a significant deficit with declining assets and high liabilities.

EIN: 204295604 · Columbus, OH · NTEE: L22 · Updated: 2026-03-28

$350KRevenue
$2.3MAssets
40/100Mission Score (Fair)
L22
Brook Oaks Senior Residences Inc Financial Summary
MetricValue
Total Revenue$350K
Total Expenses$570K
Program Spending70%
Net Assets$-2,413,190
Transparency Score40/100

Is Brook Oaks Senior Residences Inc Legit?

Significant Concerns

GoodFiling Consistency
GoodSpending Efficiency
ModerateTransparency
4 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Brook Oaks Senior Residences Inc directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.

About Brook Oaks Senior Residences Inc

Brook Oaks Senior Residences Inc (EIN: 204295604) is a nonprofit organization based in Columbus, OH, classified under NTEE code L22. The organization reported total revenue of $350K and total assets of $2.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Brook Oaks Senior Residences Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

64Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Brook Oaks Senior Residences Inc is a small nonprofit that has been operating for 64 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$342K
Total Expenses$570K
Surplus / Deficit$-228,193
Total Assets$2.5M
Total Liabilities$4.9M
Net Assets$-2,413,190
Operating Margin-66.7%
Debt-to-Asset Ratio196.1%
Months of Reserves52.9 months

Financial Health Grade: C

In 2023, Brook Oaks Senior Residences Inc reported a deficit of $228K with expenses exceeding revenue, holds 52.9 months of operating reserves (strong position), has a debt-to-asset ratio of 196.1% (high leverage).

Financial Trends

Over 13 years of filings (2011–2023), Brook Oaks Senior Residences Inc's revenue has grown at a compound annual growth rate (CAGR) of 2.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023-45.5%+9.1%-7.0%
2022+94.8%+5.4%-6.1%
2021+3.8%-3.8%-5.5%
2020+2.0%-1.3%-6.8%
2019+0.8%+1.7%-6.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1962

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Brook Oaks Senior Residences Inc. exhibits a concerning financial trend, consistently operating at a deficit over the past decade. In 2023, the organization reported revenues of $342,158 against expenses of $570,351, resulting in a significant net loss. This pattern of expenses exceeding revenue is evident across all provided filing periods, indicating a reliance on existing assets or external funding sources to cover operational costs. The organization's assets have also shown a steady decline, from $4,222,392 in 2014 to $2,512,104 in 2023, while liabilities have remained high, peaking at $5,185,925 in 2018 and still at $4,925,294 in 2023. This suggests a potential long-term solvency issue. Regarding spending efficiency, without a detailed breakdown of program, administrative, and fundraising expenses, it's challenging to fully assess. However, the consistent operational deficits raise questions about the sustainability of their current spending model. The absence of reported officer compensation across all filings suggests either a volunteer-led executive team or compensation is embedded within other expense categories, which could impact transparency if not clearly disclosed elsewhere. The organization's NTEE code L22 (Housing for the Elderly) indicates a clear program focus, but the financial health raises concerns about its ability to sustain these programs long-term. From a transparency perspective, the consistent filing of IRS Form 990s is a positive indicator. However, the lack of reported officer compensation, while not necessarily a red flag on its own, warrants further investigation to understand how leadership is compensated or if it's entirely volunteer-driven. The significant and persistent gap between revenue and expenses, coupled with declining assets and high liabilities, points to a need for greater financial transparency regarding the sources covering these deficits and the long-term financial strategy.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Brook Oaks Senior Residences Inc with a Mission Score of 40 out of 100 (Fair). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Brook Oaks Senior Residences Inc allocates its expenses as follows: admin: 25%, programs: 70%, fundraising: 5%. Approximately 70% goes to programs, indicating moderate mission focus.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$342KTotal Revenue
$570KTotal Expenses
$2.5MTotal Assets
$4.9MTotal Liabilities
$-2,413,190Net Assets

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, suggesting either a fully volunteer executive team or that executive compensation is not separately itemized, which could obscure a complete picture of administrative costs.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Brook Oaks Senior Residences Inc's IRS 990 filings:

Strengths

The following positive indicators were identified for Brook Oaks Senior Residences Inc:

Frequently Asked Questions about Brook Oaks Senior Residences Inc

Is Brook Oaks Senior Residences Inc a legitimate charity?

Brook Oaks Senior Residences Inc (EIN: 204295604) is a registered tax-exempt nonprofit based in Ohio. Our AI analysis gives it a Mission Score of 40/100. It has 13 years of IRS 990 filings on record. Total revenue: $350K. 4 red flags identified. 2 strengths noted. Financial health grade: C.

How does Brook Oaks Senior Residences Inc spend its money?

Brook Oaks Senior Residences Inc directs 70% of its spending to programs and services. Fundraising costs 5%. This meets the 65% industry benchmark.

Are donations to Brook Oaks Senior Residences Inc tax-deductible?

Brook Oaks Senior Residences Inc is registered as a tax-exempt nonprofit (EIN: 204295604). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Brook Oaks Senior Residences Inc's spending goes to programs?

Brook Oaks Senior Residences Inc directs 70% to programs, 5% to fundraising. This meets the 65% industry benchmark for efficient nonprofits.

How does Brook Oaks Senior Residences Inc compare to similar nonprofits?

With a transparency score of 40/100 (Fair), Brook Oaks Senior Residences Inc is near average for NTEE category L22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Brook Oaks Senior Residences Inc located?

Brook Oaks Senior Residences Inc is headquartered in Columbus, Ohio and files with the IRS under EIN 204295604. It is classified under NTEE code L22.

How many years of IRS 990 filings does Brook Oaks Senior Residences Inc have?

Brook Oaks Senior Residences Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $350K in total revenue.

How does Brook Oaks Senior Residences Inc. cover its consistent operational deficits?

The organization has consistently spent more than it earns, with expenses exceeding revenue in every reported year (e.g., $570,351 expenses vs. $342,158 revenue in 2023). This suggests a reliance on drawing down assets or other undisclosed funding sources to cover operational costs.

What is the long-term strategy for addressing declining assets and high liabilities?

Assets have decreased from $4,222,392 in 2014 to $2,512,104 in 2023, while liabilities remain high at $4,925,294 in 2023. This trend indicates potential solvency challenges that require a clear financial strategy.

Are there any undisclosed forms of executive compensation given the 0% reported officer compensation?

While 0% officer compensation is reported, it's important to understand if executives are compensated through other means not categorized as 'officer compensation' or if the organization is entirely volunteer-led at the executive level.

Filing History

IRS 990 filing history for Brook Oaks Senior Residences Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Brook Oaks Senior Residences Inc's revenue has grown by 39.7%, moving from $245K to $342K. Total assets decreased by 47% over the same period, from $4.7M to $2.5M. Total functional expenses rose by 32.5%, from $431K to $570K. In its most recent filing year (2023), Brook Oaks Senior Residences Inc reported a deficit of $228K, with expenses exceeding revenue. The organization holds $4.9M in liabilities against $2.5M in assets (debt-to-asset ratio: 196.1%), resulting in net assets of $-2,413,190.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $342K $570K $2.5M $4.9M
2022 $628K $523K $2.7M $4.9M
2021 $322K $496K $2.9M $5.2M View 990
2020 $311K $515K $3.0M $5.2M View 990
2019 $305K $522K $3.3M $5.2M View 990
2018 $302K $513K $3.5M $5.2M View 990
2017 $300K $461K $3.7M $5.2M View 990
2016 $261K $439K $3.8M $5.2M View 990
2015 $240K $443K $4.0M $5.2M View 990
2014 $241K $404K $4.2M $5.2M View 990
2013 $240K $417K $4.4M $5.2M View 990
2012 $290K $433K $4.6M $5.2M View 990
2011 $245K $431K $4.7M $5.2M View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Brook Oaks Senior Residences Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Brook Oaks Senior Residences Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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