2024-11-08T13:43:04-06:00 2024-06-30 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD SUITE 302 WESTBOROUGH MA 01581 990 2023-07-01 043379875 BROCCOLI HALL INC BROC 9783691444 142 NORTH ROAD SUDBURY MA 01776 MARK BOMBARA SECRETARY/TREASURER 9783691444 2024-11-08 1 0 SANDRA M BROWN CPA P01614103 5088717178 2024-11-08 2023 2024-10-15 13:58:12Z MARK BOMBARA 142 NORTH ROAD SUDBURY MA 01776 1768471 0 X WWW.BROCCOLIHALL.ORG X 1997 MA NOT-FOR-PROFIT EDUCATIONAL INSTITUTION 10 9 24 70 0 0 534303 106175 2281147 1662254 46 42 0 0 2815496 1768471 0 0 0 0 1921207 1344338 0 0 0 1051989 925052 2973196 2269390 -157700 -500919 1347407 538511 768653 460676 578754 77835 X CORWIN-RUSSELL SCHOOL AT BROCCOLI HALL HAS A SINGLE GOAL. ROOTED IN THE LATIN "EDUCARE," WE DEFINE OURSELVES AS LEADING STUDENTS TO DISCOVER AND DEVELOP THE BEST IN THEMSELVES: ACADEMICALLY, CREATIVELY, SOCIALLY, PERSONALLY. IN AN ENVIRONMENT CENTERED IN CONNECTEDNESS, WE ENGAGE STUDENTS IN THEIR OWN PROGRESS, AND FORCE THEM TO BELIEVE IN THEIR FUTURES. THROUGH INVOLVEMENT IN THINKING, LEARNING, COMMUNICATING AND EVALUATING, WE BUILD RESOURCEFULNESS AND SELF-RESPONSIBILITY. THROUGH AN UNCOMMON DEPTH OF CARING, WE INSTILL THE CONFIDENCE TO RISK UNLOCKING INTERESTS, TALENTS, ACADEMIC AND PERSONAL POTENTIAL. WE SET EACH STUDENT ON THE ROAD TO DISCOVERING HIS OR HER TRUE VALUE. 0 0 1987230 0 1662254 BROCCOLI HALL, INC., D/B/A THE CORWIN-RUSSELL SCHOOL, IS A CO-ED COLLEGE PREPARATORY SCHOOL CURRENTLY LICENSED FOR 47 EXCEPTIONALLY BRIGHT STUDENTS WHOSE PERFORMANCE IN SCHOOL IS NOT IN KEEPING WITH THEIR EXTRAORDINARY POTENTIAL. SOME STUDENTS SUFFER FROM INCREASING BOREDOM AND/OR A LACK OF AWARENESS OF THEIR ABILITIES IN LARGER SETTINGS; SOME STUDENTS HAVE NON-VERBAL LEARNING DISABILITIES, ASPERGER'S SYNDROME; SOME ARE SIMPLY SINKING IN THE ALPHABET SOUP OF LEARNING STYLES; ALL HAVE BEEN UNDERAPPRECIATED, AND MOST ARRIVE DISHEARTENED WITH EDUCATION. STUDENTS ARE IN GRADES SIX THROUGH TWELVE WITH A POST GRADUATE OPTION. THEY ARE 11 - 19 YEARS OLD. BROCCOLI HALL PROVIDES MULTI-MODAL, IMAGINATIVE INSTRUCTION IN ALL TRADITIONAL ACADEMIC AREAS, AS WELL AS FOREIGN LANGUAGE STUDY, CAREER AND SOCIAL SERVICE OPPORTUNITIES. AN INFUSION OF SOCIAL SKILL DEVELOPMENT STRENGTHENS THE CURRICULUM; PERSONAL GROWTH AND A DESIRE FOR CHANGE ARE VALUED HIGHLY. DESPITE THE SMALL SIZE, BROCCOLI HALL OFFERS OUTSTANDING VISUAL AND PERFORMING ARTS, AN OUTDOOR CHALLENGE EXPERIENCE, PROJECT FEAT, AND A VARIED AFTERSCHOOL PROGRAM WHICH CAN INCLUDE DRAMA, ENGINEERING, DEBATE, CREATIVE WRITING, MUSIC AND STUDY SKILLS. STUDENTS INTERESTED IN DANCE OR SPECIAL AREAS CAN ALSO ENJOY BROCCOLI HALL'S OFFERINGS THROUGH THE DUAL DIPLOMA CONCENTRATION IN THE ARTS OR STEM STUDIES. FOR THE VERY ADVANCED, WE MAINTAIN PARTNERSHIPS WITH VARIOUS MUSEUMS, SCHOOLS AND CONSERVATORIES AND UNIVERSITIES IN THE AREA.BROCCOLI HALL PROVIDES INDIVIDUALIZED TEACHING IN CLASS GROUPS, AND A TUTORIAL PROGRAM FOR ADVANCING AREAS OF INTEREST OR REINFORCING ORGANIZATION/EXECUTIVE FUNCTION OR SKILL DEVELOPMENT. COMMUNICATION SKILL DEVELOPMENT IS AN ADDITIONAL FOCUS. THE SCHOOL ALSO HAS ACCESS TO A CAMPUS IN THE MOUNTAINS OF THE ADIRONDACK PARK IN UPSTATE NEW YORK, WHICH IS USED FOR PROJECT FEAT, AS WELL AS THE SUMMER PROGRAM, WILD ASPARAGUS.THE BROCCOLI HALL PHILOSOPHY IS BASED ON TRUST, PROCESS, NEGOTIATION, AND A STRONG SENSE OF COMMUNITY IN WHICH EACH MEMBER PLAYS A VALUABLE PART, AND WHERE EACH STUDENT FINDS A VOICE. THE SCHOOL IS COMMITTED TO HELPING STUDENTS UNDERSTAND AND BELIEVE IN THEMSELVES, RECOGNIZE AND USE THEIR STRENGTHS, AND THEN, TO SHARE THEIR MANY GIFTS WITH THE LARGER WORLD. 1987230 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 21 0 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA NY X X JANE-ELISABETH E JAKUC HEAD OF SCHOOL 9783691444 142 NORTH ROAD SUDBURY MA 01776 JANE-ELISABETH E JAKUC PRES./HEAD OF SCHOOL/TEACH 47.00 X X 155000 0 499 MARK BOMBARA SECRETARY & TREASURER 1.50 X X 0 0 0 SHERRY MAHONY BOARD MEMBER 1.50 X 0 0 0 ANNIE EPPLING BOARD MEMBER 1.50 X 0 0 0 BOB THURSTON BOARD MEMBER 1.50 X 0 0 0 LARRY WEATHERS BOARD MEMBER 1.50 X 0 0 0 ALEXANDRIA MATOSSIAN BOARD MEMBER/CONSULTANT 1.50 X 2500 0 0 LISA MENELLY BOARD MEMBER 1.50 X 0 0 0 APRIL PREWITT BOARD MEMBER/CONSULTANT 1.50 X 4200 0 0 LOUISA WILKING BOARD MEMBER 1.50 X 0 0 0 DANIEL O'HARA COUNSELOR 50.00 X 117672 0 29005 279372 0 29504 2 0 1 0 INDIGO ASSOCIATES PO BOX 411 GLOUCESTER MA 01931 FINANCIAL CONSULTING 166095 1 106175 106175 TUITION 611600 1624369 1624369 OTHER PROGRAM REVENUE 611600 37885 37885 1662254 42 42 1768471 1662254 0 42 150849 150849 896845 896845 202798 202798 93846 93846 54600 54600 17900 17900 140438 140438 84250 84250 104759 100474 4285 385019 361508 23511 10875 10875 2715 2715 14348 13631 717 43260 37511 5749 MISCELLANEOUS EXPENSES 27992 27992 STAFF TRAINING AND DEVE 13319 10029 3290 MINOR EQUIPMENT/PROGRAM 10529 10529 VEHICLE REPAIR AND MAIN 10233 10233 4815 3852 963 2269390 1987230 282160 0 327323 140843 30000 0 72256 75278 21988 22513 402035 306091 100692 95944 795148 203933 1347407 538511 99923 148263 240001 134000 428729 178413 768653 460676 X 475245 -5331 103509 83166 578754 77835 1347407 538511 -500919 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45000 45000 186432 137100 49332 14593 12981 1612 156010 156010 0 95944 LEASE DEPOSITS 30400 OPERATING LEASE RIGHT-OF-USE ASSET 173533 203933 OPERATING LEASE LIABILITY 178413 178413 X 1768471 0 1768471 0 1768471 2269390 0 2269390 0 2269390 PART X, LINE 2: TAX POSITION: THE ORGANIZATION CURRENTLY EVALUATES ALL TAX POSITIONS, AND MAKES A DETERMINATION REGARDING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UNDER REVIEW. THE PRIMARY TAX POSITIONS MADE BY THE ORGANIZATION ARE THE EXISTENCE OF UNRELATED BUSINESS INCOME TAX AND THE ORGANIZATION'S STATUS AS A TAX-EXEMPT ORGANIZATION UNDER IRC SECTION 501(C)(3). FOR THE YEARS PRESENTED, THE ORGANIZATION HAS NOT RECOGNIZED ANY TAX BENEFITS OR LOSS CONTINGENCIES FOR UNCERTAIN TAX POSITIONS BASED ON THIS EVALUATION. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED IN NEWSPAPER X 0 0 0 0 0 0 0 0 0 JANE-ELISABETH E JAKUC PRES./HEAD OF SCHOOL/TEACH 155000 0 0 0 0 0 0 0 499 0 155499 0 0 0 JAKE O'HARA SON OF PRESIDENT/HEAD OF SCHOOL 104450 SALARY AND BENEFITS 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE FORM 990 PRIOR TO ITS FILING. THE FORM 990 WAS THEN AUTHORIZED AND SIGNED BY A BOARD MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REQUIRES AN ANNUAL DECLARATION FROM ALL BOARD MEMBERS AND SENIOR MANAGEMENT AS TO THE EXISTENCE AND DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST. THE BOARD MEMBERS SIGN A DISCLOSURE STATEMENT. ANY POTENTIAL CONFLICTS ARE DISCUSSED BY THE DIS-INTERESTED BOARD MEMBERS, WHILE THE PARTY IN POTENTIAL CONFLICT IS REQUIRED TO LEAVE THE ROOM. BOARD MEETING MINUTES WILL DOCUMENT THE DISCUSSION AND DECISION MAKING PROCESS. IN THE EVENT OF A POTENTIAL CONFLICT, PROCEDURES TO OBTAIN COMPETITIVE BIDS AND DILIGENCE ON FAIR MARKET VALUE WILL BE ESTABLISHED. FORM 990, PART VI, SECTION B, LINE 15A BROCCOLI HALL'S EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM FOR THE KEY EXECUTIVES OF THE ORGANIZATION. THE BOARD MEETS AS NEEDED TO REVIEW THE COMPENSATION PROGRAM AND MAKES CHANGES AS DEEMED APPROPRIATE. A PERFORMANCE EVALUATION IS CONDUCTED AND REVIEWED IN THE SPRING OF EACH YEAR AND IS INTENDED TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. FOLLOWING THIS REVIEW, THE BOARD REVIEWS AND APPROVES, FOR SELECTED KEY EXECUTIVES, BASE SALARIES AND ANNUAL INCENTIVE OPPORTUNITY ADJUSTMENTS, AND OBJECTIVES AND GOALS FORTH-UPCOMING YEAR'S ANNUAL INCENTIVE PLAN. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST AND TAX RETURNS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE.