2018-03-14T08:43:22-05:00 2017-06-30 042943536 Tonneson & Company PC 401 Edgewater Place Suite 300 Wakefield MA 018806208 990 2016-07-01 042103935 Brimmer and May School BRIM 6175667462 69 Middlesex Road Chestnut Hill MA 02467 David P Kreisler Treasurer 6175667462 2018-03-03 1 Cynthia P Almquist P01309212 7812459999 2018-03-02 64.88.174.3 2018-03-03 14:01:45 ES P 45BF88A88C46F0853F95867F672C67CEABC87A4D D083F5EBAD4625B67663D380041C86C80DDA5CFA 2016 2021-01-29 14:40:06Z David P Kreisler 69 Middlesex Road Chestnut Hill MA 02467 18686842 0 X www.brimmer.org X 1939 MA Brimmer and May is an inclusive, caring community committed to maintaining high academic standards while implementing innovative educational ideas. The School promotes active learning by challenging students to think and work independently and collaboratively; to approach learning with joy and confidence; to develop problem solving, critical thinking, and analytical skills; to use emerging technologies effectively; to explore their curiosity and expand their creativity; to strive for their personal best; and to pursue health and well-being. We uphold our core values of respect, responsibility, honesty, and kindness and embrace diversity and global awareness. Our objective is to develop informed, engaged, and ethical citizens and leaders for the global community. 23 22 232 0 0 0 2278518 2384475 15271025 15935415 252274 232644 64597 97874 17866414 18650408 3033740 3257673 0 0 9256240 9532069 10165 0 463369 4362818 4745569 16662963 17535311 1203451 1115097 37375205 41153557 15120220 15630140 22254985 25523417 X Brimmer and May is an inclusive, caring community committed to maintaining high academic standards while implementing innovative educational ideas. The School promotes active learning by challenging students to think and work independently and collaboratively; to approach learning with joy and confidence; to develop problem solving, critical thinking, and analytical skills; to use emerging technologies effectively; to explore their curiosity and expand their creativity; to strive for their personal best; and to pursue health and well-being. We uphold our core values of respect, responsibility, honesty, and kindness and embrace diversity and global awareness. Our objective is to develop informed, engaged, and ethical citizens and leaders for the global community. 0 0 13394784 3257673 15935415 The School provides a quality educational experience for students to prepare them for advanced degrees and gainful vocations. 13394784 1 1 0 0 0 0 0 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 0 0 0 0 1 0 0 0 0 0 0 0 0 1 36 0 1 232 1 0 0 0 0 0 1 1 0 0 0 0 X 23 22 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X David P Kreisler Treasurer 6175667462 69 Middlesex Road Chestnut Hill MA 02467 Judith Guild Head of School 40.00 X X 289454 0 69565 David Kreisler Chairman 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 James Orr Jr Treasurer 10.00 X X 0 0 0 Judith Wyman Esq Clerk 2.00 X X 0 0 0 Johanna Black Trustee 2.00 X 0 0 0 Mollye Block Trustee 2.00 X 0 0 0 Eleanor Hoey Bright Trustee 2.00 X 0 0 0 Peter Brown Esq Trustee 2.00 X 0 0 0 Patrick H Byrne PhD Trustee 2.00 X 0 0 0 Ulrik Juul Christensen MD Trustee 2.00 X 0 0 0 Gail Gabriel Esq Trustee 2.00 X 0 0 0 Leslie Stimmel Guggiari Trustee 2.00 X 0 0 0 Adam Hetnarski Trustee 2.00 X 0 0 0 Kenyon Bissell Grogan Trustee 2.00 X 0 0 0 Lisa Remey Hastings Trustee 2.00 X 0 0 0 Gajen Kandiah 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 Caroline Levine Trustee 2.00 X 0 0 0 Linda Shapiro Waintrup Trustee 2.00 X 0 0 0 Mahlet Woldemariam Trustee 2.00 X 0 0 0 Thomas Fuller Director of Lower School 40.00 X 129289 0 22366 Helen Sulkowski Business Manager 40.00 X 120718 0 15945 Elizabeth Smith Director of Development 40.00 X 114984 0 41856 Jeffrey Gates Director of Athletics 40.00 X 105728 0 19746 Joseph Iuliano Assistant Head of Academics 40.00 X 133324 0 45307 893497 0 214785 6 0 1 0 Perkins & Will Inc PO Box 71181 Chicago IL 60694 Architect 143123 Skanska USA Building Inc 158 Pleasant St North Andover MA 01845 Consultant 126393 Delta Design and Construction 410 Riverside Ave Suite 202 Medford MA 02155 Construction 111850 3 2384475 102401 2384475 Tuition and fees 611600 15233539 15233539 Auxiliary revenue 611600 701876 701876 15935415 232644 232644 134308 36434 97874 97874 18650408 15935415 0 330518 3257673 3257673 347771 347771 7513240 5614077 1616278 282885 300686 195713 89193 15780 797178 598976 158183 40019 573194 419903 133309 19982 43988 43988 209868 188881 20987 1090341 981307 109034 154722 57930 96792 Supplies and other expe 992758 681520 311238 Repairs and maintenance 300953 270857 30096 Utilities 290272 261245 29027 Athletic supplies and e 288917 288917 1373750 577785 691262 104703 17535311 13394784 3677158 463369 1719815 844521 62182 62189 2402014 2233668 79458 64272 292518 345447 34516806 13840303 17575931 20676503 15017377 16710363 225910 216594 37375205 41153557 1574603 1094558 1850617 2232582 11695000 12303000 15120220 15630140 X 11651033 15779910 5697670 4765361 4906282 4978146 22254985 25523417 37375205 41153557 1115097 2153335 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 6280328 49348 1089136 259853 7158959 6564722 151056 -166216 269234 6280328 6413003 86321 331078 265680 6564722 5190752 423769 1034457 235975 6413003 4452407 114802 809848 186305 5190752 0.00000 0.68380 0.31620 0 0 3992451 3992451 27556183 11392012 16164171 2674158 2263111 411047 294014 185180 108834 20676503 X 17502080 2153335 -3301663 -1148328 18650408 0 18650408 14233648 0 14233648 3301663 3301663 17535311 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, 2017, 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 -3,257,673. Management fees -43,990. Part XII, Line 4b - Other Adjustments: Financial aid 3,257,673. Management fees 43,990. 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. Auction 134308 134308 36434 134308 134308 36434 36434 97874 1 Financial aid 125 3257673 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 X 0 0 0 0 0 0 0 0 0 Judith Guild Head of School 289454 0 0 0 0 0 21017 0 48548 0 359019 0 0 0 Thomas Fuller Director of Lower School 129289 0 0 0 0 0 9132 0 13234 0 151655 0 0 0 Elizabeth Smith Director of Development 114984 0 0 0 0 0 6258 0 35598 0 156840 0 0 0 Joseph Iuliano Assistant Head of Academics 133324 0 0 0 0 0 9666 0 35641 0 178631 0 0 0 A Massachusetts Development Finance Agency 2010-10-01 12664000 Defeasance of 2005 bond, repayment of mortgage, reimbursement for art center 0 0 0 A 1261000 12664000 279569 12384431 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 3 102401 Sale value 0 0 0 Form 990, Part VI, Section A, line 2 A trustee provides family council services to another trustee. Form 990, Part VI, Section B, line 11b The Treasurer reviews 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 Treasurer 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. 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.