2025-05-01T11:51:15-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2023-07-01 042227413 BROOKWOOD SCHOOL INCORPORATED BROO 9785264500 1 BROOKWOOD ROAD MANCHESTER MA 01944 JONATHAN BARTLETT HEAD OF SCHOOL 9785264550 2025-04-29 1 1 JOHN TOSCANO P00358542 8605614000 2025-04-24 2023 2025-03-06 01:10:19Z JONATHAN BARTLETT 1 BROOKWOOD ROAD MANCHESTER MA 01944 14986105 0 X WWW.BROOKWOOD.EDU X 1956 MA BROOKWOOD IS AN INDEPENDENT COED DAY SCHOOL FOR GRADES PRE KINDERGARTEN THROUGH EIGTH. BROOKWOOD'S MISSION IS TO FOSTER A JOYFUL COMMUNITY OF LIFELONG LEARNERS AND UPSTANDING GLOBAL CITIZENS WHO EMBRACE A CULTURE OF CURIOSITY, KINDNESS, & ACADEMIC ACCOMPLISHMENT. 19 18 167 150 0 0 727251 816524 11069846 11778536 296246 882644 65884 186469 12159227 13664173 1575124 1585490 0 0 7628006 8961788 0 0 696798 3465957 3998275 12669087 14545553 -509860 -881380 29447979 36574042 6017926 13010645 23430053 23563397 BROOKWOOD'S MISSION IS TO FOSTER A JOYFUL COMMUNITY OF LIFELONG LEARNERS AND UPSTANDING GLOBAL CITIZENS WHO EMBRACE A CULTURE OF CURIOSITY, KINDNESS, AND ACADEMIC ACCOMPLISHMENT. 0 0 11520012 1585490 11778536 BROOKWOOD SCHOOL ENROLLED 289 STUDENTS DURING THE 2023-2024 YEAR. THROUGH A PURPOSEFUL BALANCE OF CHALLENGE, ENCOURAGEMENT AND OPPORTUNITY FOR APPROPRIATE RISK-TAKING, THE SCHOOL FOSTERS LIFELONG HABITS OF INQUIRY, CRITICAL THINKING, CREATIVITY AND SCHOLARSHIP, JUST AS IT INSTILLS A HEALTHY SENSE OF SELF, A FLEXIBLE MINDSET, AND A DEEP RESPECT FOR THE DIGNITY OF OTHERS. 11520012 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 59 0 1 167 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X LETITIA L HOWLAND 9785264500 1 BROOKWOOD ROAD MANCHESTERBYTHESEA MA 01944 KIRA FABRIZIO BOARD CHAIR 2.00 X X 0 0 0 GAVIN MCGRATH VICE CHAIR 2.00 X X 0 0 0 KATIE UMILE TREASURER 2.00 X X 0 0 0 JON PAYSON ASSISTANT TREASURER 2.00 X X 0 0 0 MOLLY COOK SECRETARY 2.00 X X 0 0 0 PETER CARR TRUSTEE 2.00 X 0 0 0 MEGHANN CARROLL TRUSTEE 2.00 X 0 0 0 CATHERINE CREIGHTON TRUSTEE 2.00 X 0 0 0 GEORGES DYER TRUSTEE 2.00 X 0 0 0 TREY EPPES TRUSTEE 2.00 X 0 0 0 MARK ANTHONY HUNTER OUTGOING TRUSTEE 2.00 X 0 0 0 TED JOHNSON TRUSTEE 2.00 X 0 0 0 WILLIAM MCCONNEL IV TRUSTEE 2.00 X 0 0 0 CHESSYE MOSELEY TRUSTEE 2.00 X 0 0 0 QI OTT TRUSTEE 2.00 X 0 0 0 BRETT PERRYMAN TRUSTEE 2.00 X 0 0 0 NICOLE PLANTE TRUSTEE 2.00 X 0 0 0 MALCOLM DE SIEYES TRUSTEE 2.00 X 0 0 0 GINA WEISHAUPT TRUSTEE 2.00 X 0 0 0 PETER WERNAU TRUSTEE 2.00 X 0 0 0 JONATHAN BARTLETT HEAD OF SCHOOL 40.00 X 301616 0 49320 LETITIA L HOWLAND CHIEF FINANCIAL OFFICER 40.00 X 165214 0 22327 STACEY WRIGHT ASSISTANT HEAD OF SCHOOL 40.00 X 137514 0 44423 GINA MARCEL HEAD OF LOWER SCHOOL 40.00 X 120064 0 40652 LINDSAY MURPHY DIRECTOR OF ADMISSIONS 40.00 X 129005 0 26262 DAVID SAMSON HEAD OF UPPER SCHOOL 40.00 X 116347 0 78056 DAVID SAUNDERS DIRECTOR OF INNOVATION, CHANGEMAKING, AND TECH ADV 40.00 X 117128 0 37393 NANCY Y EVANS FORMER INTERIM HEAD OF SCHOOL 0.00 X 159179 0 0 1246067 0 298433 11 1 1 0 CULINART GROUP INC 6 INTERNATIONAL DRIVE 1ST FLOOR S RYE BROOK NY 10573 FOOD SERVICE 499390 ASPEN ROOFING SERVICES INC 58R PULASKI ST PEABODY MA 01960 INSTALLATION SERVICES 193291 CLIFTONLARSONALLEN LLP PO BOX 829709 PHILADELPHIA PA 09182 ACCOUNTING 134546 NRT BUS INC 21 S CENTRAL ST HAVERHILL MA 01835 BUSING 117891 4 66153 750371 68063 816524 TUITION 611710 10695300 10695300 OTHER PROGRAM INCOME 611710 1083236 1083236 11778536 435568 435568 78145 0 78145 78145 78145 1735674 1218867 69731 516807 -69731 447076 447076 49590 66153 33334 16256 16256 MISCELLANEOUS INCOME 611110 92068 92068 92068 13664173 11778536 0 1069113 1585490 1585490 535472 86140 363192 86140 6366239 5067754 939239 359246 174543 140646 23927 9970 1422700 1084049 225855 112796 462834 363316 96024 3494 4350 4350 66156 66156 63575 63575 86020 86020 151094 151094 213991 213991 119354 119354 80512 77349 3163 134610 129951 3106 1553 724102 699037 16710 8355 141586 136685 3267 1634 MAINTENANCE AND EQUIPME 693243 648877 36637 7729 FOOD AND SUPPLIES 578649 578649 SUPPLIES 337621 337621 STUDENT ACTIVITIES 245443 245443 357969 5660 246428 105881 14545553 11520012 2328743 696798 384584 475796 1719876 1807485 1066925 36521 18316 6678577 93848 103801 26718715 14599416 12573388 12119299 13236127 15071989 56881 46759 298034 233815 29447979 36574042 571624 473100 1869864 9110829 3519943 3399594 56495 27122 6017926 13010645 X 11128519 10308295 12301534 13255102 23430053 23563397 29447979 36574042 -881380 1014724 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 5.00 0 0 0 1 0 1.00 0 1 13092951 1013069 1869686 127791 911441 14936474 12241949 16334 1384668 116345 433655 13092951 14319043 24530 -1551624 116345 433655 12241949 12485795 85732 2297516 198512 351488 14319043 12534608 18955 482232 198712 351288 12485795 0.14390 0.85610 0.00000 0 0 18512 18512 22672122 11209543 11462579 1424945 1292419 132526 2603136 2097454 505682 12119299 X 13093407 1014724 -1585490 -570766 13664173 0 13664173 12960063 0 12960063 1585490 1585490 14545553 PART II, LINE 9: BROOKWOOD'S CONSERVATION EASEMENT IS ON LAND THAT BROOKWOOD HAD OWNED FOR OVER 50 YEARS. WITH THE INSTALLATION OF BROOKWOOD'S TURF FIELDS IN THE SPRING OF 2012, THE TOWN OF BEVERLY'S CONSERVATION COMMISSION REQUIRED LAND NEAR THE TURF FIELDS TO BE DESIGNATED AS CONSERVATION EASEMENTS. PART V, LINE 4: INCOME EARNED ON BROOKWOOD'S ENDOWMENT IS RESTRICTED TO THE FOLLOWING PURPOSES: FINANCIAL AID AND SCHOLARSHIPS, FACULTY DEVELOPMENT AND SALARIES, PERFORMING ARTS, FIELD MAINTENANCE, LIBRARY, TEACHER ENRICHMENT AND GENERAL OPERATING. PART X, LINE 2: THE SCHOOL DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2024. THE SCHOOL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -1,585,490. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,585,490. 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 SCHOOL DISPLAYS ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PRIMARY PUBLICLY ACCESSIBLE INTERNET HOMEPAGE. AUCTION 115743 66153 49590 2357 8150 22827 115743 66153 49590 2357 8150 22827 33334 16256 1 FINANCIAL AID 76 1447854 CASH VALUE OF TUITION AND FEES FINANCIAL ASSISTANCE PROVIDED AS A CREDIT REDUCTION OF THE STUDENTS' ACCOUNT BALANCE. SUPPLEMENTAL AID 49 137636 CASH VALUE OF SUPPLEMENTAL CHARGES FINANCIAL ASSISTANCE PROVIDED AS A CREDIT REDUCTION PART I, LINE 2: FINANCIAL AID IS AVAILABLE TO BROOKWOOD STUDENTS. APPLICATIONS MUST BE MADE THROUGH SCHOOL AND STUDENT SERVICES FOR FINANCIAL AID (SSS). APPLICATIONS ARE EVALUATED BY SSS AND AN ANALYSIS OF NEED IS FORWARDED TO THE SCHOOL. THE DIRECTOR OF FINANCE AND OPERATIONS REVIEWS EACH REQUEST FOR AID USING THE ANALYSIS FROM SSS AND THEN BALANCES THE REQUESTS FOR NEED WITH THE FINANCIAL AID BUDGET. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 JONATHAN BARTLETT HEAD OF SCHOOL 267256 0 6556 0 27804 0 9664 0 39656 0 350936 0 0 0 DAVID SAMSON HEAD OF UPPER SCHOOL 112927 0 0 0 3420 0 3937 0 74119 0 194403 0 0 0 LETITIA L HOWLAND CHIEF FINANCIAL OFFICER 164818 0 0 0 396 0 5175 0 17152 0 187541 0 0 0 STACEY WRIGHT ASSISTANT HEAD OF SCHOOL 137231 0 0 0 283 0 4141 0 40282 0 181937 0 0 0 GINA MARCEL HEAD OF LOWER SCHOOL 115704 0 0 0 4360 0 3978 0 36674 0 160716 0 0 0 NANCY Y EVANS FORMER INTERIM HEAD OF SCHOOL 0 0 0 0 159179 0 0 0 0 0 159179 0 0 0 LINDSAY MURPHY DIRECTOR OF ADMISSIONS 128718 0 0 0 287 0 5149 0 21113 0 155267 0 0 0 DAVID SAUNDERS DIRECTOR OF INNOVATION, CHANGEMAKING 89532 0 0 0 27596 0 3799 0 33594 0 154521 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL HAS A DISCRETIONARY ACCOUNT THAT IS USED FOR VARIOUS PROFESSIONAL FUNCTIONS AND EVENTS. IN ADDITION, THE HEAD OF SCHOOL RECEIVES HOUSING AND AUTO ALLOWANCES, WHICH ARE REPORTED AS TAXABLE BENEFITS AND INCLUDED IN OTHER REPORTABLE COMPENSATION. A MASSACHUSETTS DEVELOPMENT FINANCE AUTHORITY 043431814 2013-04-12 8900000 CONSTRUCTION OF LOWER SCHOOL AND DINING HALL 0 0 0 A 5384340 8900000 120000 8780000 2014 0 0 1 1 A 0 0 0 0 1 0 1 A 0 0 0 0 1 0 0 0 1 A 1 70457 FINANCIAL AID FINANCIAL AID X 11 60255 FAIR VALUE X MISCELLANEOUS 4 7808 FAIR VALUE 0 0 1 0 PART I, COLUMN (B): THE AMOUNTS REPORTED IN PART I, COLUMN (B) REPRESENT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 1A THE TRUSTEES DELEGATE TO THE EXECUTIVE COMMITTEE THE POWER TO ACT ON BEHALF OF THE TRUSTEES DURING INTERVALS BETWEEN MEETINGS OF THE TRUSTEES AND PURDENT AND EXPEDITIOUS MANAGMENT REQUIRES IMMEDIATE ACTION, EXCEPT FOR THE POWER TO A) AMEND THE BY-LAWS, B) ELECT OR REMOVE TRUSTEES, C) ELECT OR REMOVE THE CHAIR, TREASURER, OR SECRETARY AS OFFICERS, D) REMOVE THE HEAD OF SCHOOL, E) ALTER THE MISSION OF THE CORPORATION, F) SELL OR PURCHASE PROPERTY, G) ANY ACTION REQUIRING SUPERMAJORITY OR UNANIMOUS CONSENT OF THE TRUSTEES BY LAW, THE BY-LAWS, OR THE ARTICLES OF ORGANIZATION, OR H) ANY OTHER ACTION PROHIBITED BY LAW, THE BY-LAWS, OR THE ARTICLES OF ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE 990 IS FILED, A FULL COPY OF THE FORM 990 AND RELATED SCHEDULES, EXCLUDING SCHEDULE B, IS PROVIDED TO THE FINANCE/AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THIS SAME DOCUMENT IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES ARE ANNUALLY GIVEN A "CONFLICT OF INTEREST" STATEMENT TO SIGN, BE REVIEWED BY THE CHAIR OF THE BOARD AND THE TREASURER AND DISCLOSE ANY CONFLICTS OF INTEREST. SHOULD THERE BE A CONFLICT OF INTEREST WITH AN ISSUE THE BOARD HAS UNDER CONSIDERATION, THE TRUSTEE WILL BE REQUIRED TO DISCLOSE AND ABSTAIN FROM VOTING AND MAY BE ASKED TO LEAVE THE ROOM WHILE THE DISCUSSION IS TAKING PLACE. FORM 990, PART VI, SECTION B, LINE 15A THERE IS A COMPENSATION COMMITTEE MADE UP OF TRUSTEES AND THEY USE VARIOUS PUBLISHED AND OTHER INFORMATION TO ARRIVE AT THE FINAL CONTRACT. THE PROCESS IS DOCUMENTED IN BOARD NOTES. THE HEAD OF SCHOOL'S COMPENSATION WILL BE NEWLY CONTRACTED DURING FY 25 AS THE CURRENT CONTRACT RUNS THROUGH FY 25. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT 1 BROOKWOOD ROAD, MANCHESTER, MA.