2020-02-10T15:30:14-06:00 2019-06-30 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2018-07-01 042121313 BERKSHIRE SCHOOL INC BERK 4132298511 245 NORTH UNDERMOUNTAIN ROAD SHEFFIELD MA 012579672 PIETER M MULDER HEAD OF SCHOOL 4132291231 2020-01-31 GAYLE A CARBONE P01010777 2032489341 173.166.62.193 2020-01-31 11:37:24 ES P 0EB4CE1ACD44DB279B6C2D9A8476B20948576B96 A8CE89182B3A3E8DE6F40A539C3EF77146EB7236 2018 2020-09-23 17:36:50Z PIETER M MULDER 245 NORTH UNDERMOUNTAIN ROAD SHEFFIELD MA 012579672 56253547 0 X BERKSHIRESCHOOL.ORG X 1919 MA TO PROVIDE SECONDARY EDUCATIONAL, SOCIAL, AND ATHLETIC PROGRAMS TO CHILDREN. 30 29 265 100 576665 0 5954020 7415405 26305891 27186953 7751642 2904989 41061 -39411 40052614 37467936 5029376 5312938 672000 642200 15472021 15591613 0 0 1298909 14858709 15304398 36032106 36851149 4020508 616787 283220625 286986830 46306094 43340885 236914531 243645945 X TO PROVIDE YOUNG MEN AND WOMEN WITH THE INTELLECTUAL AND MORAL FOUNDATIONS AND THE LEADERSHIP SKILLS THAT WILL ENABLE THEM TO FLOURISH AS MEMBERS OF A FAMILY AND A COMMUNITY AS THEY CONFRONT THE CHALLENGES OF COLLEGE AND BEYOND. 0 0 24620883 5312938 25316477 INSTRUCTION OF APPROXIMATELY 411 HIGH SCHOOL AGED CHILDREN BY APPROXIMATELY 87 QUALIFIED INSTRUCTORS. 1438704 723729 CONDUCTING ATHLETIC PROGRAMS AND VARIOUS OTHER STUDENT ACTIVITIES. 2802559 239097 PROVIDING FOOD SERVICES AND SUPPLIES AND INFIRMARY FOR STUDENTS. 844282 907650 CONDUCTING VARIOUS SUMMER PROGRAMS 844282 907650 29706428 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 X 106 0 1 265 1 1 1 1 BD EI CJ BF 0 0 0 0 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA NY X ROBERT S BOYD 4132298511 BERKSHIRE SCHOOL SHEFFIELD MA 01257 CHIP PERKINS CHAIR 1.00 X X 0 0 0 JAMES L HASKEL CO-VICE CHAIR 1.00 X X 0 0 0 LARA SCHEFLER MCLANAHAN CO-VICE CHAIR 1.00 X X 0 0 0 MICHAEL A HERMAN TREASURER 1.00 X X 0 0 0 JOHN W WATKINS ASSISTANT TREASURER 1.00 X X 0 0 0 PIETER M MULDER SECRETARY/HEAD OF SCHOOL 40.00 X X 329446 0 99914 ANDREW D ALLEN TRUSTEE 1.00 X 0 0 0 SCOTT M AMERO TRUSTEE 1.00 X 0 0 0 CARY WEIL BARNETT TRUSTEE 1.00 X 0 0 0 STUART M BELL TRUSTEE 1.00 X 0 0 0 PABLO CALDERINI TRUSTEE 1.00 X 0 0 0 TONY CLIFFORD TRUSTEE 1.00 X 0 0 0 ALICE E COLE TRUSTEE 1.00 X 0 0 0 ANTHONY DECHELLIS TRUSTEE 1.00 X 0 0 0 RONEY EFORD TRUSTEE 1.00 X 0 0 0 KATE FITZGERALD TRUSTEE 1.00 X 0 0 0 WILLIAM GRACE TRUSTEE 1.00 X 0 0 0 JAMES E HOOPER TRUSTEE 1.00 X 0 0 0 PAULINE JENKINS TRUSTEE 1.00 X 0 0 0 C KIRK KELLOGG TRUSTEE 1.00 X 0 0 0 JANE KREKE TRUSTEE 1.00 X 0 0 0 ANN BRACKBILL MCKEE TRUSTEE 1.00 X 0 0 0 DAVID MORSE TRUSTEE 1.00 X 0 0 0 ANGEL PEREZ TRUSTEE 1.00 X 0 0 0 ANDREW PILARO TRUSTEE 1.00 X 0 0 0 DAVID RONDEAU TRUSTEE 1.00 X 0 0 0 JEFFREY SOFFER TRUSTEE 1.00 X 0 0 0 VERNON TAYLOR TRUSTEE 1.00 X 0 0 0 LISA WARREN-KRUGER TRUSTEE 1.00 X 0 0 0 JANE YUE TRUSTEE 1.00 X 0 0 0 ROBERT S BOYD ASST TREASURER/CFO 40.00 X 223563 0 48696 ANDREW BOGARDUS DIRECTOR OF ADVANCEMENT 40.00 X 178413 0 42659 JEAN MAHER ASSOCIATE HEAD OF SCHOOL 40.00 X 146150 0 40768 PETER QUILTY ASSOC HEAD OF SCHOOL/DEAN OF STUDENTS 40.00 X 130312 0 37202 TIMOTHY J FULCO DIRECTOR OF PHYSICAL PLANT 40.00 X 126995 0 31481 CAROL VISNAPU DIRECTOR OF MARKETING & COMMUNICATIONS 40.00 X 119769 0 33846 1254648 0 334566 18 0 1 0 FLIK COMPASS GROUP USA PO BOX 417632 BOSTON MA 02241 FOOD SERVICES 1947135 ALLEGRONE CONSTRUCTION CO INC 150 PITTSFIELD ROAD LENOX MA 01240 GENERAL CONTRACTOR 1566308 JOHNSTON BUILDING CONTRACTORS INC PO BOX 234 MILL RIVER MA 01244 BUILDING CONTRACTORS 257085 MICHAEL RENZI PAINTING CO LLC PO BOX 3292 PITTSFIELD MA 01202 PAINTING CONTRACTOR 178171 STRATEGIC BUILDING SOLUTIONS 135 NEW ROAD MADISON CT 06443 PROJECT MANAGER 172872 10 7415405 171942 7415405 TUITION & FEES 900099 25316477 25316477 STUDENT SUPPORT SERVICES 611710 811114 811114 SPECIAL PROGRAMS 711300 453148 453148 DAY CARE 624410 346962 346962 MISCELLANEOUS INCOME 611710 107540 107540 151712 151712 27186953 3580360 123517 3456843 18058240 52000 18785611 0 -727371 52000 -675371 -675371 FINANCE CHARGES 900099 49570 49570 P.V. ADJ FOR SPLIT-INTEREST AGREE 900099 -88981 -88981 -39411 37467936 25316477 576665 4159389 5312938 5312938 642200 642200 693858 277543 416315 11650009 8281058 2572848 796103 766736 441352 259631 65753 1660620 1159080 426189 75351 820390 482518 273262 64610 697703 697703 201730 154617 47113 4723087 3335554 1219266 168267 98319 98319 2829682 2829682 72215 5916 66299 15413 15413 569304 569304 5336290 5336290 342868 92790 250078 PROFESSIONAL FEES 374327 50339 323988 BAD DEBT, NET 43460 43460 36851149 29706428 5845812 1298909 5482212 3571353 12787401 13449337 5304822 4538734 210413 297530 323421 312064 1180236 678222 187985544 68562070 121515739 119423474 134513862 143575699 398000 398000 1504519 742417 283220625 286986830 10636618 10770738 10698731 8913662 23965026 22787893 308268 338470 697451 530122 46306094 43340885 X 183672953 187000756 19744445 19498798 33497133 37146391 236914531 243645945 283220625 286986830 X 616787 6736714 -622087 X 0 1 X 1 0 X 25074833 13265073 9125123 5954020 7415405 60834454 25074833 13265073 9125123 5954020 7415405 60834454 25364931 35469523 992476 895933 1268138 2055882 3580360 8792789 69627243 123506460 0.50940 0.51170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 135622174 4552879 8608541 4828385 143955209 124360926 6022600 10038464 4799816 135622174 118611187 2641459 7787795 4679515 124360926 124195796 2376252 -3137722 4823139 118611187 126988172 4615270 -2976274 4431372 124195796 0.64540 0.25800 0.09660 0 0 91043 91043 166983126 55158056 111825070 8646997 7698853 948144 12264378 5705161 6559217 119423474 37551809 6736714 6736714 30815095 697703 5955138 6652841 37467936 30198308 0 30198308 697703 5955138 6652841 36851149 PART IV, LINE 2B: THE SCHOOL IS AN AGENT FOR THE TRUSTEES OF THE J.F. SCHOELLKOPF IV BERKSHIRE SCHOLARSHIP FUND, AND INVESTS AND RECOGNIZES INCOME FOR THE FUND, AND ADDITIONALLY PERFORMS CERTAIN ACCOUNTING, TAX AND FINANCIAL REPORTING TASKS AS REQUESTED BY THE TRUSTEES. PART V, LINE 4: THE SCHOOL FOLLOWS A POLICY THAT ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF FUNDING SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE INTEGRITY OF ENDOWMENT ASSETS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID GRANTS 5,312,938. FACULTY AND STAFF REMISSIONS 642,200. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID GRANTS 5,312,938. FACULTY AND STAFF REMISSIONS 642,200. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NOTED IN GENERAL PUBLICATIONS AND ADVERTISEMENTS CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 13106000 EUROPE 0 0 INVESTMENTS 11896000 0 0 0 0 0 0 25002000 0 25002000 0 0 1 0 1 0 PART IV, QUESTION 3 AND 5: THE SCHOOL DOES NOT HAVE THE MINIMUM OWNERSHIP INTEREST IN A FOREIGN CORPORATION OR A FOREIGN PARTNERSHIP THAT WOULD REQUIRE FILING FORM 5471 (CORPORATIONS) OR FORM 8865 (PARTNERSHIPS) 1 FINANCIAL AID TO STUDENTS 118 0 5312938 FAIR MARKET VALUE REDUCTION OF TUITION CHARGED TO STUDENTS PART I, LINE 2: THE ORGANIZATION MAINTAINS A LISTING OF ALL SCHOLARSHIP RECIPIENTS AND AMOUNTS AWARDED TO EACH STUDENT. X X X 0 1 X X X X X 0 1 0 0 0 0 0 0 0 PIETER M MULDER SECRETARY/HEAD OF SCHOOL 329446 0 0 0 0 0 50494 0 49420 0 429360 0 10000 0 ROBERT S BOYD ASST TREASURER/CFO 223563 0 0 0 0 0 23327 0 25369 0 272259 0 0 0 ANDREW BOGARDUS DIRECTOR OF ADVANCEMENT 178413 0 0 0 0 0 17511 0 25148 0 221072 0 10000 0 JEAN MAHER ASSOCIATE HEAD OF SCHOOL 146150 0 0 0 0 0 15648 0 25120 0 186918 0 10000 0 PETER QUILTY ASSOC HEAD OF SCHOOL/DEAN OF STUDENT 130312 0 0 0 0 0 13826 0 23376 0 167514 0 0 0 TIMOTHY J FULCO DIRECTOR OF PHYSICAL PLANT 126995 0 0 0 0 0 12922 0 18559 0 158476 0 0 0 CAROL VISNAPU DIRECTOR OF MARKETING & COMMUNICATIO 119769 0 0 0 0 0 9096 0 24750 0 153615 0 0 0 PART I, LINE 1B THE ORGANIZATION HAS A PRACTICE OF PROVIDING ON CAMPUS HOUSING FOR KEY EMPLOYEES WHO NEED TO HAVE DIRECT AND REGULAR CONTACT WITH OUR STUDENTS. PART I, LINE 4B PIETER M. MULDER $20,000 BERKSHIRE SCHOOL SPONSORS A NONQUALIFIED DEFERRED COMPENSATION PLAN COVERING A SELECT GROUP OF EMPLOYEES. ONCE A PARTICIPANT BECOMES VESTED IN THIS NONQUALIFIED DEFERRED PLAN, BY LAW, THE PARTICIPANT IS TAXED ON THE VESTED AMOUNT. THE ABOVE AMOUNT IS INCLUDED ON SCHEDULE J, PART II, COLUMN C. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2012-08-13 10000000 CONSTRUCTION OF A STATE-OF-THE-ART MATH AND SCIENCE CENTER 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2015-11-02 3900000 TO REFUND PRIOR BOND ISSUED ON 9/1/1990 0 0 0 C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2015-11-02 9485000 TO REFUND PRIOR BOND ISSUED ON 10/1/2001 0 0 0 D MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2017-11-01 3000000 CONSTRUCTION OF AN ADDITION TO THE SPURR DORMITORY 0 0 0 A 10000000 125519 9874481 2012 0 0 1 1 B 3900000 3900000 2015 1 0 1 1 C 9485000 9485000 2015 1 0 1 1 D 3000000 60000 2766333 173667 2018 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 1 0 0 0 1 C 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 PPS BERKSHIRE SOLAR LLC CERTAIN TRUSTEES AND FAMILY MEMBERS OF TRUSTEES ARE PARTNERS IN ENTITY 241802 SALE OF ELECTRICITY 0 LUCIA MULDER SPOUSE OF HEAD OF SCHOOL PIETER M. MULDER 94100 EMPLOYMENT 0 X 20 171942 FMV 0 1 0 PART I, COLUMN (B): 20 IS THE ACTUAL NUMBER OF CONTRIBUTIONS MADE FORM 990, PART VI, SECTION B, LINE 11B THIS YEAR'S 990, WITHOUT SCHEDULE B, WAS REVIEWED IN DETAIL BY THE CHIEF FINANCIAL OFFICER AND MEMBERS OF THE AUDIT, RISK AND COMPLIANCE COMMITTEE PRIOR TO THE FILING OF THE RETURN. THE CHIEF FINANCIAL OFFICER AND THE CHAIR OF THE AUDIT, RISK AND COMPLIANCE COMMITTEE REVIEWED SCHEDULE B PRIOR TO THE FILING OF THE 990 RETURN. IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B IS PROVIDED TO THE FULL BOARD FOR THEIR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD ARE ANNUALLY ASKED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE OF THE BOARD, WHOSE MEMBERS ARE INDEPENDENT, USING COMPARATIVE SALARY INFORMATION FROM SEVERAL SOURCES, MAKES RECOMMENDATIONS TO THE INDEPENDENT MEMBERS OF THE BOARD AND THIS GROUP APPROVES COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: POSTRETIREMENT MEDICAL BENEFITS -622,087.