2026-05-14T09:25:32-05:00 2025-06-30 331498605 PLANTE & MORAN PLLC 401 EDGEWATER PLACE SUITE 300 WAKEFIELD MA 01880 990 2024-07-01 042103935 BRIMMER AND MAY SCHOOL BRIM 6175667462 69 MIDDLESEX ROAD CHESTNUT HILL MA 02467 CHRIS CHOU CHAIR 6175667462 2026-05-13 1 0 JODY BOOTH P00963825 7812459999 2026-05-08 2024 2025-03-06 01:10:19Z CHRIS CHOU 69 MIDDLESEX ROAD CHESTNUT HILL MA 02467 29057249 0 X WWW.BRIMMER.ORG X 1939 MA BRIMMER AND MAY IS A PK - GRADE 12 ALL GENDER DAY SCHOOL THAT UPHOLDS HIGH ACADEMIC STANDARDS WHILE IMPLEMENTING INNOVATIVE IDEAS IN A SUPPORTIVE AND STUDENT-CENTERED COMMUNITY. WE DEVELOP LIFELONG LEARNERS WHO ARE INFORMED, ENGAGED, AND ETHICAL CITIZENS AND LEADERS. 24 23 227 86 66635 0 7915300 2196787 24181153 25103321 1461996 1638354 89317 66635 33647766 29005097 5067024 5251021 0 0 14845152 15247930 58885 42226 675626 6781141 6889935 26752202 27431112 6895564 1573985 85538856 90286123 19843003 18478109 65695853 71808014 X SEE SCHEDULE OBRIMMER AND MAY IS A PK - GRADE 12 ALL GENDER DAY SCHOOL THAT UPHOLDS HIGH ACADEMIC STANDARDS WHILE IMPLEMENTING INNOVATIVE IDEAS IN A SUPPORTIVE AND STUDENT-CENTERED COMMUNITY. WE DEVELOP LIFELONG LEARNERS WHO ARE INFORMED, ENGAGED, AND ETHICAL CITIZENS AND LEADERS. 0 0 21106077 5251021 25103321 THE SCHOOL PROVIDES A QUALITY EDUCATIONAL EXPERIENCE FOR STUDENTS TO PREPARE THEM FOR ADVANCED DEGREES AND GAINFUL VOCATIONS. 21106077 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 43 0 227 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X X JULIAN HICKMAN CFO 6175667462 69 MIDDLESEX ROAD CHESTNUT HILL MA 02467 JUDITH GUILD HEAD OF SCHOOL 50.00 X X 484696 0 53855 CHRIS CHOU CHAIR 10.00 X X 0 0 0 SUZZARA DUROCHER CO-VICE CHAIR 10.00 X X 0 0 0 JOHN FITZGERALD CO-VICE CHAIR 10.00 X X 0 0 0 JON GRENZKE TREASURER 2.00 X X 0 0 0 JOHN ALLEN III CLERK 2.00 X X 0 0 0 JOHANNA BLACK TRUSTEE 2.00 X 0 0 0 DAVID KREISLER TRUSTEE 2.00 X 0 0 0 CAROL CROFFY TRUSTEE 2.00 X 0 0 0 KARINE ERNEST TRUSTEE 2.00 X 0 0 0 GAIL GABRIEL ESQ TRUSTEE 2.00 X 0 0 0 LISA REMEY HASTINGS TRUSTEE 2.00 X 0 0 0 LESLIE STIMMEL GUGGIARI TRUSTEE 2.00 X 0 0 0 KENYON BISSELL GROGAN TRUSTEE 2.00 X 0 0 0 BERNARD KAPLAN TRUSTEE 2.00 X 0 0 0 THOMAS KNOX TRUSTEE 2.00 X 0 0 0 HOWARD LEEDER TRUSTEE 2.00 X 0 0 0 RICHARD MYNAHAN TRUSTEE 2.00 X 0 0 0 MARSHA MACLEAN TRUSTEE 2.00 X 0 0 0 DAVID SOUZA TRUSTEE 2.00 X 0 0 0 LINDA SHAPIRO WAINTRUP TRUSTEE 2.00 X 0 0 0 CATALINA GUILLERMETY TRUSTEE 2.00 X 0 0 0 DAVID MAEL TRUSTEE 2.00 X 0 0 0 SARAH WALTERS TRUSTEE 2.00 X 0 0 0 KATHERINE TAYLOR TRUSTEE 2.00 X 0 0 0 JULIAN HICKMAN CFO 40.00 X 206614 0 506 JOSEPH IULIANO ASSISTANT HEAD OF ACADEMIC 40.00 X 143545 0 13860 BRIAN BEALE DIRECTOR OF ENROLLMENT 40.00 X 167775 0 15335 CARL RASPISATDA-VALLELY HEAD OF MIDDLE SCHOOL 40.00 X 163428 0 2709 KIMBERLY FORMISANO HEAD OF LOWER SCHOOL 40.00 X 149277 0 578 1315335 0 86843 6 0 1 0 SHAWMUT DESIGN AND CONSTRUCTION 560 HARRISON AVE BOSTON MA 02118 CONSTRUCTION SERVICES 4558508 SASAKI ASSOCIATES INC 110 CHAUNCY STREET SUITE 200 BOSTON MA 02111 ARCHITECT 446893 SKANSKA USA BUILDING INC 101 SEAPORT BLVD BOSTON MA 02210 OWNERS PROJECT MANAGER 180350 ENROLL MEDIA GROUP LLC 100 GROVE STREET WORCESTER MA 01605 ADVERTISING 126500 4 2196787 276915 2196787 TUITION AND FEES 611600 24092995 24092995 AUXILIARY REVENUE 611600 1010326 1010326 25103321 1638354 1638354 118787 52152 66635 66635 29005097 25103321 66635 1638354 5251021 5251021 528402 528402 11864957 8891991 2566588 406378 477398 360478 92256 24664 1496540 1134040 308119 54381 880633 647983 202672 29978 87423 87423 42226 42226 129318 129318 61887 61887 327762 294986 32776 1366110 1229499 136611 220969 156023 64946 SUPPLIES AND OTHER EXPE 1385213 985875 399338 REPAIRS AND MAINTENANCE 494309 444877 49432 PUBLIC RELATIONS 384275 384275 ATHLETIC SUPPLIES AND E 345022 345022 2087647 1364282 605366 117999 27431112 21106077 5649409 675626 9693566 7099161 995 343 6079038 4853618 852 153073 137156 49174715 24104038 22561745 25070677 46939920 52855012 110519 269304 85538856 90286123 2022529 1902419 2515910 1656948 15304564 14918742 19843003 18478109 X 27696516 35560234 37999337 36247780 65695853 71808014 85538856 90286123 1573985 4538176 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 20819946 323016 2499115 583366 23058711 18297741 73100 2963873 514767 20819946 16390252 322146 2065281 479938 18297741 16645007 2070996 -1983267 342484 16390252 8420521 4630576 3863524 269614 16645007 0.02896 0.54054 0.43048 0 0 3992451 3992451 39739424 19371567 20367857 5037626 4409591 628035 405214 322880 82334 25070677 X 28162934 4538184 -5380347 -842163 29005097 0 29005097 22050773 0 22050773 5380339 5380339 27431112 PART V, LINE 4: ENDOWMENT FUNDS ARE ASSETS OF THE SCHOOL THAT ARE INVESTED TO PROVIDE SUPPORT TO THE SCHOOL. A PORTION OF THE INVESTMENT RETURN IS UTILIZED TO SUPPORT THE SCHOOL'S OPERATIONS IN FULFILLMENT OF ITS MISSION AND A PORTION TO ENHANCE AND MAINTAIN THE PURCHASING CAPACITY OF THE PERMANENTLY RESTRICTED NET ASSETS. PART X, LINE 2: IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. THESE DETERMINATIONS HAVE BEEN REVIEWED ACCORDING TO GUIDANCE IN A FINANCIAL ACCOUNTING STANDARDS BOARD PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. IN DETERMINING THE RECOGNITION OF UNCERTAIN TAX POSITIONS, THE SCHOOL NOW APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAXING AUTHORITIES. AS OF JUNE 30, 2024, THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SCHOOL IS GENERALLY SUBJECT TO POTENTIAL EXAMINATION BY TAXING JURISDICTIONS FOR THE PRIOR THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -5,251,021. MANAGEMENT FEES -129,326. PART XI, LINE 4B - OTHER ADJUSTMENTS: AUCTION INCOME PART XII, LINE 2D - OTHER ADJUSTMENTS: AUCTION INCOME PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,251,021. MANAGEMENT FEES 129,318. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NOTICE OF NONDISCRIMINATORY POLICY TOWARD STUDENTS IS PUBLISHED ANNUALLY IN THE BOSTON GLOBE. 0 0 0 0 0 0 0 0 0 0 TUITION GRANT OR SCHOLARSHIP UKRAINE 1 63650 0 0 0 0 0 0 1 ELIZABETH SALTONSTALL 70 LINCOLN STREET BELMONT MA 02478 DEVELOPMENT CONSULTANT 0 0 36000 -36000 36000 -36000 AUCTION 118787 118787 52152 118787 118787 52152 52152 66635 SCHEDULE G, PART I, LINE 2B, COLUMN (V) USE OF A DEVELOPMENT CONSULTANT TO HELP WITH FEASBILITY STUDIES AND TO HELP MAP OUT A POTENTIAL CAMPAIGN. 1 FINANCIAL AID 130 5251021 PART I, LINE 2: BRIMMER AND MAY REQUIRES ALL FAMILIES ASKING FOR FINANCIAL GRANT AWARDS TO COMPLETE A FINANCIAL AID APPLICATION. THE SCHOOL PARTNERS WITH SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS) FOR THE APPLICATION PROCESS, WHICH INCLUDES A FULL PERSONAL FINANCIAL STATEMENT AND TWO YEARS OF FEDERAL TAX RETURNS AND W-2'S. SSS PROVIDES AN INDEPENDENT ASSESSMENT OF WHAT THE FAMILY CAN CONTRIBUTE TOWARDS EDUCATIONAL COSTS. ALL FINANCIAL GRANT AWARDS ARE BASED ON NEED AS DETERMINED BY THE FINANCIAL AID COMMITTEE USING ALL INFORMATION OBTAINED IN THE APPLICATION AND FROM SSS. ONCE THE FINANCIAL AID OFFICE RECEIVES ALL FINANCIAL MATERIALS PERTAINING TO THE APPLICATION, THE COMMITTEE WILL REVIEW EACH FAMILY'S REQUEST. CONSIDERATION FOR AID IS MADE AFTER A STUDENT HAS BEEN OFFERED A PLACE AT BRIMMER AND MAY. ONCE THE AWARD HAS BEEN GIVEN AND THE STUDENT ENROLLS AT THE SCHOOL, THE BUSINESS OFFICE IS GIVEN THE AMOUNT OF THE AWARD TO PROCESS AGAINST THE STUDENT ACCOUNT. THESE FUNDS ARE PART OF THE SCHOOL'S OPERATING BUDGET AND THE BUSINESS OFFICE PRODUCES REPORTS IN ORDER TO VERIFY AGAINST THE FINAL FINANCIAL AID REPORTS TO STUDENT BILLING. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 JUDITH GUILD HEAD OF SCHOOL 484696 0 0 0 0 0 35000 0 18855 0 538551 0 0 0 JULIAN HICKMAN CFO 206614 0 0 0 0 0 11315 0 0 0 217929 0 0 0 BRIAN BEALE DIRECTOR OF ENROLLMENT 167775 0 0 0 0 0 9450 0 0 0 177225 0 0 0 CARL RASPISATDA-VALLELY HEAD OF MIDDLE SCHOOL 163428 0 0 0 0 0 8970 0 0 0 172398 0 0 0 JOSEPH IULIANO ASSISTANT HEAD OF ACADEMIC 143545 0 0 0 0 0 13090 0 0 0 156635 0 0 0 PART I, LINE 1A THE SCHOOL PROVIDES HOUSING FOR THE HEAD OF SCHOOL, AS A CONDITION OF EMPLOYMENT. PART I, LINE 4B 4B: JUDITH GUILD 457B = $8,700 A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 2020-09-30 16822586 TO REFINANCE 2010 AND 2017 BONDS WITH NEW BANK 0 0 0 A 16822586 126712 16695874 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 9 276915 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE HEAD OF SCHOOL, CFO, BOARD CHAIR, TREASURER AND CHAIRS OF THE AUDIT AND FINANCE COMMITTEES REVIEW THE FORM 990 TO ENSURE THAT IT IS COMPLETE AND ACCURATE. THE AUDIT COMMITTEE THEN REVIEWS THE FORM 990 IN ITS COMPLETE FORM AND AUTHORIZES IT TO BE SIGNED BY THE BOARD CHAIR AND FILED WITH THE IRS. THE FORM 990 IS DISTRIBUTED IN A SECURE ELECTRONIC FORMAT TO THE FULL GOVERNING BODY WITH SCHEDULE B DELETED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED BY THE BOARD OF TRUSTEES. COMPLIANCE WITH THE POLICY IS ENFORCED BY THE GOVERNING BOARD, WHICH INFORMS NEW TRUSTEES AND COMMITTEE APPOINTEES OF ITS POLICY AND REQUIRES DISCLOSURE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A ON JUNE 30, 2016, THE SCHOOL ENTERED INTO A FIVE YEAR EMPLOYMENT CONTRACT WITH THE HEAD OF SCHOOL. THE HEAD OF SCHOOL'S SALARY IS DETERMINED ANNUALLY BY A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES BASED ON PERFORMANCE, THE SCHOOL'S FINANCIAL POSITION AND SALARY ADJUSTMENTS PAID OTHER SCHOOL ADMINISTRATORS WITH COMPARABLE DUTIES AND RESPONSIBILITIES, NEVER TO BE LESS THAN THE SALARY AT START OF THE EMPLOYMENT CONTRACT. THE HEAD OF SCHOOL'S CONTRACT WAS EXTENDED FOR AN ADDITIONAL 5 YEARS, EFFECTIVE JULY 1, 2021. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE SCHOOL ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PAGE 1 PRIOR YEAR - LINE 8, LINE 20 AND LINE 22. THE SCHOOL CORRECTED AN ERROR RELATED TO PLEDGE REVEIVABLE IN THE AMOUNT OF $121,000 THAT WERE INCORRECTLY RECOGNIZED AS CONTRIBUTIONS DURING THE YEAR ENDED JUNE 30, 2024. ACCORDINGLY, A PRIOR PERIOD ADJUSTMENT WAS BOOKED WHEREBY PLEDGES RECEIVABLE, UNRESTRICTED NET ASSETS, AND CONTRIBUTIONS WERE EACH DECREASED BY $121,000 AS OF AND FOR THE YEAR ENDED JUNE 30, 2024 FOR THE CORRECTION OF THIS ERROR.