2015-03-19T06:12:35-07:00 2014-06-30 990 2013-07-01 586003670 Brookstone School Inc BROO 7063241392 440 Bradley Park Dr Columbus GA 31904 Laura Harris CFO 7063241392 2015-03-16 2013 2016-03-07 17:11:31Z Brian Kennerly 440 Bradley Park Dr Columbus GA 31904 20435885 0 X www.brookstoneschool.org X 1959 GA Brookstone School, Inc is a private school providing quality education to pre-kindergarten through twelfth grade. 31 31 230 325 0 0 4214271 2290379 10798992 11295006 1070807 1362233 127872 126052 16211942 15073670 0 0 0 0 10580445 9888622 0 0 404361 6262607 5610351 16843052 15498973 -631110 -425303 62677980 61278441 4119690 4239736 58558290 57038705 Brookstone School, Inc. is a private school providing quality education to pre-kindergarten through twelfth grade. 0 0 13157602 0 11421058 Private school - Providing quality education and related activities and auxiliary services to approximately 800 students pre-kindergarten through twelfth grade. The organization recognized contributions in the amount of $14,070 for the use of facilities and related expenses of $14,070. 0 0 0 13157602 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 47 0 1 230 1 0 0 0 0 0 1 1 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 GA X Laura Harris 7063241392 440 Bradley Park Dr Columbus GA 31904 MR JACK KEY CHAIRMAN 1 X X 0 0 0 MR STEVE BUTLER PAST CHAIRMAN 1 X X 0 0 0 MRS STEPHANIE HUNTER CHAIRMAN-ELECT 1 X X 0 0 0 MRS KATHELEN AMOS ASSISTANT SECRETARY TREASURER 1 X X 0 0 0 MRS LEE LEE JAMES SECRETARY 1 X X 0 0 0 MR HENRY SWIFT TREASURER 1 X X 0 0 0 MR PAUL AMOS TRUSTEE 0 X 0 0 0 DR RAJ ARORA TRUSTEE 0 X 0 0 0 MR JASON BRANCH TRUSTEE 0 X 0 0 0 MR WILL BROOKS TRUSTEE 0 X 0 0 0 DR LINDA HADLEY TRUSTEE 0 X 0 0 0 MR SELVIN HOLLINGSWORTH TRUSTEE 0 X 0 0 0 MR MASON LAMPTON TRUSTEE 0 X 0 0 0 DR MARK LAWRENCE TRUSTEE 0 X 0 0 0 MRS BETSY LEEBERN TRUSTEE 0 X 0 0 0 MRS LINDA LOGAN TRUSTEE 0 X 0 0 0 MR CAL MARTIN TRUSTEE 0 X 0 0 0 DR LEE McCLUSKEY TRUSTEE 0 X 0 0 0 MR FRAY McCORMICK TRUSTEE 0 X 0 0 0 MR DICK NORMAN TRUSTEE 0 X 0 0 0 MR EDWIN PAGE TRUSTEE 0 X 0 0 0 MRS MARY SCHLEY TRUSTEE 0 X 0 0 0 MR CHUCK STAPLES TRUSTEE 0 X 0 0 0 MR MAT SWIFT TRUSTEE 0 X 0 0 0 MR PHILIP THAYER TRUSTEE 0 X 0 0 0 DR TED THORNE JR TRUSTEE 0 X 0 0 0 MR BILL TURNER III TRUSTEE 0 X 0 0 0 MRS KATHERINE WADDELL TRUSTEE 0 X 0 0 0 MR WILL WHITE TRUSTEE 0 X 0 0 0 MRS AVERY WOLFF TRUSTEE 0 X 0 0 0 MR BILL WOOLFOLK TRUSTEE 0 X 0 0 0 MRS JACKIE DUDLEY EX-OFFICIO 0 X 0 0 0 DR BRIAN KENNERLY HEADMASTER 40 X 320000 0 24792 MR BRAD DEHEM ATHLETIC DIRECTOR 40 X 89742 0 15314 MR FRANK W BONNER JR CHIEF FINANCIAL OFFICER 40 X 142306 0 12031 MRS JEN FOSTER LOWER SCHOOL PRINCIPAL 40 X 45000 0 5383 MR MANNING WEIR UPPER SCHOOL PRINCIPAL 40 X 95790 0 14577 MRS CATHERINE TROTTER DIR OF ADVANCEMENT 40 X 106111 0 14331 MRS CHRIS MOORE MIDDLE SCHOOL PRINCIPAL 40 X 92700 0 26451 MRS CASSANDRA KENNON ACADEMIC DEAN 40 X 110302 0 5434 MRS MARY SNYDER DIRECTOR OF ADMISSIONS 40 X 81441 0 9706 MRS LISA WHITE DIRECTOR OF DEVELOPMENT 40 X 102000 0 15885 MRS TRACE COPELAND INTERMEDIATE SCHOOL PRINCIPAL 40 X 63694 0 21522 1249086 0 165426 5 0 1 0 Sage Dining Services Inc 1402 York Road Suite 100 Luthersville MD 21093 Dining Services 651301 Advanced Facilities Services 12399 S Foxton Road Conifer CO 80433 Facility Management 461938 Virtucom Inc 6610 Bay Circle Suite E Norcross GA 30071 Technical Services 273449 Se Youl Yoon 2917 Emory Street Columbus GA 31903 Janitorial Services 155710 Columbus Bank and Trust P O Box 120 Columbus GA 31902 Investment Management Fees 136188 5 0 0 0 0 0 2290379 293293 2290379 Tuition and Fees 611710 10669374 10669374 0 0 Auxiliary Programs 611710 625632 625632 0 0 0 0 0 0 11295006 460519 0 0 460519 0 0 0 0 0 0 0 0 0 0 6263929 0 5362215 0 901714 0 901714 0 0 901714 0 Other Income 611710 126052 126052 0 0 0 0 0 0 126052 15073670 11421058 0 1362233 1240851 687533 451318 102000 0 6649056 5869051 713705 66300 228303 187787 40516 1204904 1091447 96498 16959 565508 461214 89124 15170 26496 16054 7244 3198 136188 82516 37234 16438 49254 11531 37723 77310 46842 21137 9331 487339 463848 23491 11025 6680 3014 1331 1541264 1541264 62420 59411 3009 Education and Auxiliary 1374566 845536 355396 173634 Technology and Cafeteria 1010642 993235 17407 Maintenance 833847 793653 40194 0 0 15498973 13157602 1937010 404361 789168 64116 6405009 7242864 874222 232283 224848 132021 310238 326414 58148 49600 43968581 20221203 24966532 23747378 23280991 26574152 5768824 2909613 62677980 61278441 898961 868386 0 0 3220729 3371350 0 0 0 0 0 0 0 0 0 0 0 0 4119690 4239736 X 31626111 31102469 10226505 7719238 16705674 18216998 58558290 57038705 62677980 61278441 X -425303 1754796 0 0 0 -2849078 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22058559 362000 4153593 0 0 0 26574152 19775187 500000 1783372 0 0 0 22058559 19344838 9500 420849 0 0 0 19775187 17047571 46000 2251267 0 0 0 19344838 16256756 308626 482189 0 0 0 17047571 0.25 0.75 0 0 0 0 2131856 2131856 0 35171004 14665290 20505714 0 0 0 0 0 6665721 5555913 1109808 0 0 0 0 23747378 0 F 0 F 0 CHARITABLE TRUSTS- NET OF DISCOUNT TO PRESENT VALUE 2860251 INTEREST RECEIVABLE 49362 2909613 0 0 X 13993458 1754796 14070 0 -2849078 -1080212 15073670 0 0 0 15073670 15513043 14070 0 0 0 14070 15498973 0 0 0 15498973 Schedule D, Part V, Line 4 THE ENDOWMENT FUNDS ARE USED TO PROVIDE FOR THE ENRICHMENT OF SCHOOL PROGRAMS. Schedule D, Part X, Line 2 FIN 48 FOOTNOTE GAAP REQUIRES RECOGNITION OF A LIABILITY FOR THE BENEFIT RESULTING FROM ANY UNCERTATAIN TAX POSITIONS TAKEN BY THE SCHOOL THE INCOME TAX RETURNS OF THE SCHOOL ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS") AND STATE TAXING AUTHORITIES THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS THE SCHOOL BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011 BASED ON EVALUATION OF THE SCHOOLS TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS WOULD BE UPHELD UNDER AN EXAMINATION THEREFORE, NO PROVISION FOR THE EFFECT OF UNCERTAIN TAX PROVISIONS HAS BEEN RECORDED FOR THE YEAR ENDED JUNE 30, 2014 Schedule D, Part XI, Line 2d NET CHANGE IN PRESENT VALUE OF INVESTMENTS IN CHARITABLE TRUSTS -2,849,078 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 BROOKSTONE SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. X X X X 0 0 0 0 0 0 0 0 0 DR BRIAN KENNERLY HEADMASTER 320000 0 0 0 0 0 13333 0 11459 0 344792 0 Stephen Butler Board Member 0 Mr Butler serves as a Director on the board of Columbus Bank and Trust, the organization's principal bank 0 Robert C Martin Board Member 0 Mr Martin is an attorney at Hatcher-Stubbs, the organization's principal counsel 0 Charles T Staples Board Member 0 Mr Staples is an attorney at Hatcher-Stubbs, the organization's principal legal counsel 0 Edward P Hudson Board Member 0 Mr Staples is an attorney at Hatcher-Stubbs, the organization's principal legal counsel 0 X 21 293393 FAIR MARKET VALUE 0 0 0 1 Schedule M, Part I, Line 32b A THIRD PARTY BROKER SELLS THE SECURITY CONTRIBUTIONS AT FAIR MARKET VALUE ON THE DATE OF THE GIFT. Form 990, Part VI, Section A, Line 2 THERE ARE 6 FAMILY RELATIONSHIPS AND 3 BUSINESS RELATIONSHIPS THAT EXIST AMONG THE BOARD OF DIRECTORS Form 990, Part VI, Section B, Line 11b THE 990 IS PREPARED BY THE CFO AND REVIEWED BY THE AUDITING FIRM. ONCE REVIEWED, THE CFO REVIEWS THE 990 WITH BOARD CHAIR AND FINANCE COMMITTEE. ONCE APPROVED, THE CFO SENDS A LINK TO THE PDF COPY TO ALL BOARD MEMBERS FOR REVIEW. THE 990 IS THEN ELECTRONICALLY FILED BY THE CFO. Form 990, Part VI, Section B, Line 12c THE BOARD OF TRUSTEES REVIEWS AND MONITORS ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST THAT THE ORGANIZATION MAY HAVE. Form 990, Part VI, Section B, Line 15 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION FOR THE HEADMASTER BASED ON THE STUDIES OBTAINED FROM AN INDEPENDENT CONSULTANT. THE COMPENSATION IS APPROVED FOR A 3 YEAR CONTRACT AND RE-DETERMINED AT THE END OF THIS PERIOD. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND EITHER MAILS, EMAILS OR FAXES THE APPLICABLE DOCUMENTS TO THE RECIPIENT DEPENDING ON THE PARTICULAR CIRCUMSTANCES. IN ADDITION, THE ORGANIZATION'S 990 IS REPORTED ON GUIDESTAR.COM EACH YEAR FOR PUBLIC REVIEW. Form 990, Part XI, Line 9 Change in present value of charitable trust An initial extension to February 15, 2015 was filed and granted. Subsequently, an extension for a 990-T was also filed and granted for the period ending May 15, 2015. I erroneously believed that this would also extend the the 990. I am very sorry. Please forgive this ignorant action. I will ensure that future internal controls are put into place so that this will not happen again.