2014-11-11T12:27:31-07:00 2014-06-30 990 2013-07-01 042227413 BROOKWOOD SCHOOL INCORPORATED BROO 9785264500 1 BROOKWOOD ROAD MANCHESTER MA 01944 Tom Murphy Director of Finance & Operations 9785264500 2014-11-11 2013 2015-11-30 17:44:51Z THOMAS MURPHY 1 BROOKWOOD ROAD MANCHESTER MA 01944 15890896 0 X WWW.BROOKWOOD.EDU X 1956 MA BROOKWOOD IS AN INDEPENDENT COED DAY SCHOOL FOR GRADES PRE KINDERGARTEN THROUGH EIGHTH. THE SCHOOL STRIVES TO GRADUATE ACADEMICALLY ACCOMPLISHED INDIVIDUALS OF CONSCIENCE, CHARACTER AND COMPASSION. 26 26 175 200 0 0 2606711 3164589 11286426 11563053 240608 182615 141092 184223 14274837 15094480 1435400 1669705 0 0 8235588 8673854 0 0 706737 3515666 3486615 13186654 13830174 1088183 1264306 27470609 34089601 4822799 9426750 22647810 24662851 BROOKWOOD IS A WARM, CHILD CENTERED COMMUNITY OF EXUBERANT LEARNERS WITH AN UNPARALLELED COMMITMENT TO BOTH THE DEVELOPMENT OF THE MIND AND THE DEVELOPMENT OF THE SELF. THROUGH A DISTINCTIVE BALANCE OF CHALLENGE AND ENCOURAGEMENT, THE SCHOOL FOSTERS EXCELLENT LIFELONG HABITS OF SCHOLARSHIP AND INSTILLS DEEP RESPECT FOR OTHERS AND A HEALTHY SENSE OF SELF. ULTIMATELY, BROOKWOOD STRIVES TO GRADUATE ACADEMICALLY ACCOMPLISHED INDIVIDUALS OF CONSCIENCE, CHARACTER, AND COMPASSION. 0 0 9786866 1669705 11563053 BROOKWOOD SCHOOL ENROLLED 401 STUDENTS DURING THE 2013-2014 SCHOOL YEAR. THROUGH A BALANCE OF CHALLENGE AND ENCOURAGEMENT THE SCHOOL FOSTERS LIFELONG HABITS OF SCHOLARSHIP. FIFTY SIX STUDENTS GRADUATED IN JUNE 2014, JOINING THE MORE THAN 2022 MEMBERS OF THE SCHOOLS ALUMNI/AE COMMUNITY. 0 0 0 9786866 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 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 88 0 1 175 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X THOMAS MURPHY 9785264500 1 BROOKWOOD ROAD MANCHESTER MA 01944 STUART ABELSON TRUSTEE 1 X 0 0 0 TOM BASSINGER TRUSTEE 1 X 0 0 0 BOB BROUDO TRUSTEE 1 X 0 0 0 SHANNON CABOT TRUSTEE 1 X 0 0 0 CATHE CHIARAMONTE BAUM TRUSTEE 1 X 0 0 0 RICHARD CLARK TRUSTEE 1 X 0 0 0 JONATHAN DESIMONE TRUSTEE 1 X 0 0 0 WALTER DOYLE TRUSTEE 1 X 0 0 0 STEVEN EDELSTEIN TRUSTEE 1 X 0 0 0 MONICA HEALEY TRUSTEE 1 X 0 0 0 STRATTON LLOYD TRUSTEE 1 X 0 0 0 AMY MURPHY DOWD TRUSTEE 1 X 0 0 0 BRIAN PATRICAN TRUSTEE 1 X 0 0 0 CHARLTON REYNDERS III TRUSTEE 1 X 0 0 0 SARAH RIAL TRUSTEE 1 X 0 0 0 DANA ROBIE TRUSTEE 1 X 0 0 0 DOUG ROBIE TRUSTEE 1 X 0 0 0 MARK ROSS TRUSTEE 1 X 0 0 0 SUZANNE WRIGHT TRUSTEE 1 X 0 0 0 PATRICIA ZONNENBERG TRUSTEE 1 0 X 0 0 0 NANCY CRATE PRESIDENT 1 0 X X 0 0 0 ELISABETH BENTEL CARPENTER VICE PRESIDENT 1 X X 0 0 0 BROOK DANE VICE PRESIDENT 1 0 X X 0 0 0 JURRIEN TIMMER TREASURER 1 0 X X 0 0 0 JON PAYSON ASSISTANT TREASURER 1 X X 0 0 0 LAURA CABOT CARRIGAN SECRETARY 1 0 X X 0 0 0 JOHN PETERMAN HEAD OF SCHOOL 40 0 X X 338596 0 189019 THOMAS MURPHY DIRECTOR OF FINANCE AND OPERATIONS 40 0 X 161244 0 22869 BARBARA LISTON CHUTE ASSISTANT HEADMASTER 40 0 X 148227 0 20696 AMY SULLIVAN BERKELEY EXECUTIVE DIRECTOR OF ADVANCEMENT 40 0 X 136572 0 21541 DOUGLAS FODEMAN DIRECTOR OF TECHNOLOGY 40 0 X 128941 0 21493 NANCY EVANS HEAD OF LOWER SCHOOL 40 0 X 104883 0 13977 1018463 0 289595 6 0 1 0 WINDOVER CONSTRUCTION INC 66 CHERRY HILL DRIVE BEVERLY MA 01915 CONSTRUCTION 3082344 CULINART INC PO BOX 4738 HOUSTON TX 77040 FOOD SERVICE 563155 NRT BUS INC 55 HAMPSHIRE ROAD METHUEN MA 01844 STUDENT BUS TRANSPORTATION 120477 3 0 0 42301 0 0 3122288 346549 3164589 TUITION 611110 10681857 10681857 0 0 OTHER PROGRAM INCOME 611110 812074 812074 0 0 MISCELLANEOUS INCOME 611110 69122 69122 0 0 0 0 0 0 11563053 267014 0 0 267014 0 0 0 0 0 0 0 0 49324 0 0 0 49324 0 49324 0 0 49324 546700 0 289902 341197 256798 -341197 -84399 -341197 0 256798 286251 42301 164582 121669 0 121669 13965 735 13230 0 0 13230 0 15094480 11221856 0 708035 0 0 1669705 1669705 0 0 0 0 738990 54112 630766 54112 0 0 0 0 6039422 4393724 1303763 341935 285976 208927 64982 12067 1151198 849526 215095 86577 458268 319972 112099 26197 0 0 0 0 12055 0 12055 0 36325 0 36325 0 0 0 0 0 0 0 0 0 0 0 108730 108730 0 0 237272 0 237272 0 191256 0 191256 0 171708 85854 85854 0 0 0 0 0 219821 214012 4396 1413 0 0 0 0 0 0 0 0 67399 46937 20462 0 0 0 0 0 0 0 0 0 552611 538006 11052 3553 105422 102636 2108 678 EXTERNAL ACTIVITIES 180205 0 0 180205 FOOD AND FOOD SUPPLIES 505294 505294 0 0 SUPPLIES 406357 406357 0 0 MAINTENANCE AND EQUIPMENT RENTAL 224568 0 224568 0 467592 283074 184518 0 13830174 9786866 3336571 706737 215839 228879 3572086 4061403 1671615 2351538 102482 103021 0 0 0 0 0 0 0 0 347624 441500 22288764 7357379 10587787 14931385 10454236 11426894 231831 255359 0 0 0 0 287109 289622 27470609 34089601 424170 831181 0 0 3487207 3700723 475174 4305174 0 0 0 0 0 0 0 0 436248 589672 4822799 9426750 X 11817668 12185107 2489013 3982916 8341129 8494828 22647810 24662851 27470609 34089601 1264306 750735 0 0 0 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 5 0 0 0 1 0 1 0 1 10646386 233338 1262356 176399 293601 0 11672080 9910654 377214 793518 86032 348968 0 10646386 9890052 485818 -65216 80237 319763 0 9910654 8074223 563671 1592158 71572 268428 0 9890052 6427589 1039719 771915 71415 93585 0 8074223 0.13 0.67 0.2 0 0 18512 0 18512 21200965 0 6482788 14718177 0 0 0 0 1069287 0 874591 194696 0 0 0 0 14931385 0 DEFERRED COMPENSATION 589672 589672 X 14340827 750735 0 0 165317 916052 13424775 0 1669705 1669705 15094480 12325786 0 0 0 165317 165317 12160469 0 1669705 1669705 13830174 Schedule D, Part II, Line 9 BROOKWOOD'S CONSERVATION EASEMENTS ARE ON LAND THAT BROOKWOOD HAS OWNED FOR OVER 40 YEARS. WITH THE INSTALLATION OF BROOKWOODS TURF FIELDS IN THE SPRING OF 2012 THE BEVERLY CONSERVATION COMMISSION REQUIRED LAND NEAR THE TURF FIELDS BE DESIGNATED AS CONSERVATION EASEMENTS. Schedule D, 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. Schedule D, Part X, Line 2 THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE SCHOOL HAS IDENTIFIED IT'S TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION . THE SCHOOL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. IT'S FEDERAL TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. Schedule D, Part XI, Line 2d FUNDRAISING EXPENSE Schedule D, Part XI, Line 4b FINANCIAL AID Schedule D, Part XII, Line 2d FUNDRAISING EXPENSE Schedule D, Part XII, Line 4b FINANCIAL AID 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 BOSTON GLOBE NEWSPAPER. THE SCHOOL PARTICIPATES IN THE ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND ANNUAL PUBLIC REAFFIRMATION POLICY STATEMENT OF NON DISCRIMINATION. AUCTION 281374 42301 239073 0 0 0 0 0 124172 BOOKFAIRS 27578 0 27578 0 0 0 0 0 23715 1 19601 0 19601 0 0 0 0 0 16696 328553 42301 286252 0 0 0 0 0 164583 164583 121669 1 FINANCIAL AID 96 0 1669705 Schedule I, 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 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 X 0 1 0 0 0 0 0 0 0 JOHN PETERMAN HEAD OF SCHOOL 338596 0 0 0 0 0 153424 0 35595 0 527615 0 0 0 THOMAS MURPHY DIRECTOR OF FINANCE AND OPERATIONS 161244 0 0 0 0 0 0 0 22869 0 184113 0 0 0 BARBARA LISTON CHUTE ASSISTANT HEADMASTER 148227 0 0 0 0 0 0 0 20696 0 168923 0 0 0 AMY SULLIVAN BERKELEY EXECUTIVE DIRECTOR OF ADVANCEMENT 136572 0 0 0 0 0 0 0 21541 0 158113 0 0 0 DOUGLAS FODEMAN DIRECTOR OF TECHNOLOGY 128941 0 0 0 0 0 0 0 21493 0 150434 0 0 0 Schedule J, Part I, Line 1a THE HEAD OF SCHOOL HAS A DISCRETIONARY SPENDING ACCOUNT WHICH IS MAINLY USED FOR TRAVEL AND PROFESSIONAL GROWTH. THE HEAD OF SCHOOL ALSO HAS A HOUSING ALLOWANCE INCLUDED IN HIS BASE SALARY. Schedule J, Part I, Line 4 HEADMASTER PARTICIPATED IN A 457(f) PLAN IN THE AMOUNT OF $23,573.00 A MASSACHUSETTS DEVELOPMENT FINANCE AUTHORITY 043431814 2013-04-12 8900000 CONSTRUCTION OF LOWER SCHOOL AND DINING HALL 0 0 0 A 0 0 8900000 0 0 0 120000 0 0 4185174 0 4594826 2014 0 0 0 1 A 0 0 0 0 0 0 0 1 0 1 A 0 0 0 0 1 0 0 0 1 A 0 FERPA FERPA 76345 FINANCIAL AID FINANCIAL AID X 26250 FMV X 20497 319299 FMV X MISCELLANEOUS 3 1000 FMV 0 0 1 1 Schedule M, Part I, Line 32b BROOKWOOD USES OPPENHEIMER AND CO INC TO RECEIVE AND SELL PUBLICLY TRADED SECURITIES. Form 990, Part VI, Section A, Line 4 THE BOARD APPROVED REVISED BYLAWS IN APRIL 2014 TO BE EFFECTIVE JULY 1ST, 2014. Form 990, Part VI, Section B, Line 11b THE 990 BEFORE IT IS FILED, IS GIVEN TO THE AUDIT COMMITTEE WHO REVIEWS THE DOCUMENT AND CAN AUTHORIZE THE 990 ON BEHALF OF THE ENTIRE BOARD. THE 990 IS 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 AND RETURN TO DIRECTOR OF FINANCE AND OPERATIONS. Form 990, Part VI, Section B, Line 15 THE HEAD OF SCHOOLS COMPENSATION AND BENEFITS ARE CONTRACTED EVERY FOUR YEARS. THERE IS A COMPENSATION COMMITTEE MADE UP OF TRUSTEES AND THEY USE VARIOUS PUBLISHED AND OTHER INFORMATION TO ARRIVE AT FINAL CONTRACT. Form 990, Part VI, Section C, Line 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT 1 BROOKWOOD ROAD, MANCHESTER, MA.