2015-02-10T14:01:06-06:00 2014-06-30 042943536 Tonneson & Company Inc 401 Edgewater Place Suite 300 Wakefield MA 018806208 990 2013-07-01 042103935 Brimmer and May School BRIM 6175667462 69 Middlesex Road Chestnut Hill MA 02467 James H Orr Jr Treasurer 6175667462 2015-01-20 1 Cynthia P Almquist P01309212 7812459999 2015-01-20 2013 2016-02-25 16:41:14Z James H Orr Jr 69 Middlesex Road Chestnut Hill MA 02467 15896793 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. 22 21 226 0 0 0 348380 1042876 13993964 14684457 53050 66988 68035 74669 14463429 15868990 2688425 2934250 0 0 8543008 8711300 0 47440 473230 4235296 4222352 15466729 15915342 -1003300 -46352 33449986 35273397 16001629 15968003 17448357 19305394 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 12259990 2934250 14684457 The School provides a quality educational experience for students to prepare them for advanced degrees and gainful vocations. 12259990 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 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 40 0 1 226 1 0 0 0 0 0 1 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X James H Orr Jr Treasurer 6175667462 69 Middlesex Road Chestnut Hill MA 02467 Judith Guild Head of School 40.00 X X 279841 0 63799 David Kreisler Chairman 10.00 X X 0 0 0 Suzzara Durocher Co-Vice Chairman 10.00 X X 0 0 0 John Fitzgerald Co-Vice Chairman 10.00 X X 0 0 0 James Orr Jr Treasurer 10.00 X X 0 0 0 Judith Wyman Clerk 2.00 X 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 Trustee 2.00 X 0 0 0 Patrick Byrne PhD Trustee 2.00 X 0 0 0 Gail Gabriel 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 Bernard Kaplan Trustee 2.00 X 0 0 0 David Kazis Trustee 2.00 X 0 0 0 Olivia Kistner Trustee 2.00 X 0 0 0 Howard Leeder Trustee 2.00 X 0 0 0 Michael Price 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 Timothy Wright Trustee 2.00 X 0 0 0 Peter Gordon Director of Middle School 40.00 X 110322 0 15230 Thomas Fuller Director of Lower School 40.00 X 110886 0 23139 Joseph Iuliano Director of Middle School 40.00 X 104374 0 49963 Helen Sulkowski Business Manager 40.00 X 102377 0 12454 707800 0 164585 5 0 1 0 0 1042876 56047 1042876 Tuition and fees 611600 13808636 13808636 Auxiliary revenue 611600 875821 875821 14684457 66988 66988 102472 27803 74669 74669 15868990 14684457 0 141657 2934250 2934250 317767 317767 6902918 5347180 1277253 278485 242814 166794 66135 9885 715086 462322 252336 428 532715 397598 113881 21236 47440 47440 204645 184180 20465 1158920 1043028 115892 102267 42059 60208 Supplies and other expe 748030 486330 261700 Repairs and maintenance 286660 257993 28667 Utilities 285920 257328 28592 Athletic supplies and e 260890 260890 1175020 420038 639226 115756 15915342 12259990 3182122 473230 1144283 1758193 837233 567487 621765 239244 140827 83624 246786 184538 28797813 10933820 18449249 17863993 11755901 14331695 253942 244623 33449986 35273397 981854 1022551 2409737 2648855 12496000 12239000 114038 57597 16001629 15968003 X 10659811 11539332 2500811 3147180 4287735 4618882 17448357 19305394 33449986 35273397 -46352 1903389 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5190752 423769 1034457 235975 6413003 4452407 114802 809848 186305 5190752 4326330 200763 8025 82711 4452407 4146386 11440 200947 32443 4326330 3674970 101000 416537 46121 4146386 0.00000 0.71870 0.28130 0 0 3992451 3992451 22242709 8853890 13388819 2395831 1972649 423182 166822 107281 59541 17863993 Capital lease obligations 57597 57597 X 14838128 -1030862 -1030862 15868990 0 15868990 12981091 0 12981091 2934251 2934251 15915342 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, 2014, 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 -2,934,251. Unrealized gains 1,903,389. Part XII, Line 4b - Other Adjustments: Financial aid 2,934,251. 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. X X X X X 1 The Wayland Group 323 Boston Post Road Suite 3C Sudbury MA 01776 Capital Campaign Consulting 0 0 47440 -47440 47440 -47440 Auction 102472 102472 27803 102472 102472 27803 27803 74669 1 Financial aid 119 2934250 Part I, Line 2: A committee determines how to apportion the available financial aid funds among the families that apply. All aid is based on need, as demonstrated by the financial aid forms the family submits. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Judith Guild Head of School 279841 0 0 0 0 0 17500 0 46299 0 343640 0 0 0 Joseph Iuliano Director of Middle School 104374 0 0 0 0 0 7504 0 42459 0 154337 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 425000 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 1 56047 Selling price 0 0 0 Form 990, Part VI, Section B, line 11 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 redacted. 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 both upon initial election and appointment as well as upon all subsequent re-elections and re-appointments. Form 990, Part VI, Section B, line 15a On June 30, 2011, the School entered into a five year employment contract with the Head of School. At that time, a compensation committee comprised of independent members of the Board of Trustees utilized comparative data obtained from the National Association of Independent Schools (NAIS) to determine the Head of School's compensation. 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.