2013-11-21T13:36:26-06:00 2013-06-30 581374304 ROBINSON GRIMES & COMPANY PC PO BOX 4299 COLUMBUS GA 31914 990 2012-07-01 586003670 BROOKSTONE SCHOOL INC BROO 7063241392 440 BRADLEY PARK DRIVE COLUMBUS GA 319042989 BRIAN KENNERLY 7063241392 2013-11-18 1 JACK J PEASE III CPA P00014240 7063245435 2012 2016-02-25 16:41:14Z BRIAN KENNERLY 440 BRADLEY PARK DRIVE COLUMBUS GA 319042989 19409481 0 X WWW.BROOKSTONESCHOOL.ORG X 1959 GA BROOKSTONE SCHOOL, INC. IS A PRIVATE SCHOOL PROVIDING QUALITY EDUCATION TO PRE-KINDERGARTEN THROUGH TWELFTH GRADE. 32 32 230 325 0 0 3593141 4214271 10113006 10798992 960316 1070807 117980 127872 14784443 16211942 0 0 0 0 9278284 10580445 0 0 413024 5731372 6262607 15009656 16843052 -225213 -631110 62866310 62677980 4043468 4119690 58822842 58558290 BROOKSTONE SCHOOL, INC. IS A PRIVATE SCHOOL PROVIDING QUALITY EDUCATION TO PRE-KINDERGARTEN THROUGH TWELFTH GRADE. 0 0 13562769 10926864 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 $1,340 FOR THE USE OF FACILITIES AND RELATED EXPENSES IN THE AMOUNT OF $1,340. 13562769 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 37 0 1 230 1 0 0 0 0 0 1 1 0 0 0 0 X 32 32 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 GA X BROOKSTONE SCHOOL INC 7063241392 440 BRADLEY PARK DRIVE COLUMBUS GA 319042989 MRS KATHELEN AMOS 1.00 X X 0 0 0 MRSTEVE BUTLER 0.00 X 0 0 0 DR MARC S GOLDMAN 0.00 X 0 0 0 MRJASON B BRANCH 0.00 X 0 0 0 LINDA UPSHAW HADLEY PHD 0.00 X 0 0 0 MRS LEE LEE JAMES 0.00 X 0 0 0 MRJACK BKEY III 1.00 X X 0 0 0 DR TED THORNE JR 0.00 X 0 0 0 MRS BETSY LEEBERN 0.00 X 0 0 0 MR CAL MARTIN 0.00 X 0 0 0 DR LELAND MCCLUSKEY 0.00 X 0 0 0 MRS KATHERINE WADDELL 0.00 X 0 0 0 MR DICK NORMAN 0.00 X 0 0 0 MR CHARLES STAPLES 0.00 X 0 0 0 MR MATHEWS DSWIFT 0.00 X 0 0 0 MR BILL TURNER III 0.00 X 0 0 0 MR BILL WOOLFOLK 0.00 X 0 0 0 MR TRAVIS F WADE 0.00 X 0 0 0 MR WILL BROOKS 0.00 X 0 0 0 MR SELVIN C HOLLINGSWORTH 0.00 X 0 0 0 MR W FRAY MCCORMICK 0.00 X 0 0 0 DR EDWIN L PAGE 0.00 X 0 0 0 MRS MARY SCHLEY 0.00 X 0 0 0 MR J PHILIP THAYER JR 0.00 X 0 0 0 MRS MARGARET MCCORMICK 0.00 X 0 0 0 MR PAUL AMOS 0.00 X 0 0 0 MR MASON LAMPTON 0.00 X 0 0 0 DR MARK LAWRENCE 0.00 X 0 0 0 MRS LINDA LOGAN 0.00 X 0 0 0 MRS AVERY WOLFF 0.00 X 0 0 0 MR HENRY SWIFT 1.00 X X 0 0 0 MRS STEPHANIE HUNTER 1.00 X X 0 0 0 MR JOE SMITH 1.00 X X 0 0 0 DR BRIAN KENNERLY 40.00 X 310000 0 25059 BRAD DEHEM 40.00 X 44117 0 11531 MR FRANK W BONNER JR 40.00 X 120201 0 14307 MARCIA MATHIS 40.00 X 107656 0 10405 MANNING WEIR 40.00 X 94395 0 14875 MRS CATHERINE TROTTER 40.00 X 105586 0 15587 CHRIS MOORE 40.00 X 91350 0 27462 CASSANDRA KENNON 40.00 X 84016 0 10851 MARY SNYDER 40.00 X 80643 0 10540 LISA WHITE 40.00 X 100833 0 17322 TRACE COPELAND 40.00 X 53780 0 21115 1192577 0 179054 5 0 1 0 SODEXHO INC & AFFILIATES PO BOX 905374 CHARLOTTE NC 28290 FOOD & MAINTENANCE SERVICES 1297164 VIRTUCOM INC 6610 BAY CIRCLE SUITE E NORCROSS GA 30071 TECHNICAL SERVICES 424970 SE YOUL YOON 2917 EMORY ST COLUMBUS GA 31903 JANITORIAL SERVICES 231720 COLUMBUS BANK & TRUST PO BOX 120 COLUMBUS GA 31902 INVESTMENT MANAGEMENT FEES 133798 CURTIS DENHAM PAINTING 76 LEE ROAD 2056 SALEM AL 36874 CAMPUS PAINTING 108285 5 4214271 441186 4214271 TUITION & FEES 611710 10064424 10064424 AUXILIARY PROGRAMS 611710 734568 734568 10798992 528449 528449 3739897 3197539 542358 542358 542358 OTHER INCOME 611710 127872 127872 127872 16211942 10926864 0 1070807 1371631 780891 590740 7144356 5601015 1374756 168585 309560 264271 45289 1153429 1066486 63448 23495 601469 429951 158621 12897 35041 21042 10095 3904 135066 81107 38913 15046 45573 27367 13129 5077 114706 68881 33047 12778 632396 601915 30481 50163 30123 14452 5588 1649865 1649865 6173 5875 298 EDUCATION & AUXILIARY P 1485729 892083 427992 165654 TECHNOLOGY & CAFETERIA 1270263 1244642 25621 MAINTENANCE 837632 797255 40377 16843052 13562769 2867259 413024 2876583 2777180 99403 0 594109 789168 6959844 6405009 1137451 874222 171621 224848 331869 310238 107920 58148 43646471 18679939 25985671 24966532 21426206 23280991 6151619 5768824 62866310 62677980 945555 898961 3097913 3220729 4043468 4119690 X 33251801 31626111 10690204 10226505 14880837 16705674 58822842 58558290 62866310 62677980 X -631110 743815 -377257 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19775187 500000 1783372 22058559 19344838 9500 420849 19775187 17047571 46000 2251267 19344838 16256756 308626 482189 17047571 17389170 348803 -1481217 16256756 0.24270 0.75730 0 0 2131856 2131856 35088160 13490530 21597630 6426455 5189409 1237046 24966532 CHARITABLE TRUSTS-NET OF DISCOUNT TO PRESENT VALUE 5709329 INTEREST RECEIVABLE 59495 5768824 X 16579840 743815 1340 -377257 367898 16211942 0 16211942 16844392 1340 1340 16843052 0 16843052 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO PROVIDE FOR THE ENRICHMENT OF SCHOOL PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: FIN 48 FOOTNOTE: GAAP REQUIRES RECOGNITION OF A LIABILITY FOR THE BENEFIT RESULTING FROM ANY UNCERTAIN 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 2010. 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 POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED JUNE 30, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN PRESENT VALUE OF INVESTMENTS IN CHARITABLE TRUSTS -377,257. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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, ADMISSIONS 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 310000 0 0 0 0 0 13000 0 12059 0 335059 0 0 0 STEPHEN BUTLER BOARD MEMBER 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 MR. MARTIN IS AN ATTORNEY AT HATCHER-STUBBS, THE ORGANIZATION'S PRINCIPAL LEGAL COUNSEL 0 CHARLES T STAPLES BOARD MEMBER MR. STAPLES IS AN ATTORNEY AT HATCHER-STUBBS, THE ORGANIZATION'S PRINCIPAL LEGAL COUNSEL 0 EDWARD P HUDSON BOARD MEMBER MR. HUDSON IS AN ATTORNEY AT HATCHER-STUBBS, THE ORGANIZATION'S PRINCIPAL LEGAL COUNSEL 0 X 21 441186 FAIR MARKET VALUE 0 0 0 1 THIRD PARTY USE: 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 11 THE ORGANIZATION'S FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT WELL KNOWN TO THE ORGANIZATION AND EXPERIENCED IN THE AREA OF NON-PROFIT TAXATION. A DRAFT COPY OF THE 990 IS SENT TO THE CHIEF FINANCIAL OFFICER WHO REVIEWS THE 990 AND THEN FORWARDS TO THE CHAIRMAN OF THE BOARD'S FINANCE COMMITTEE AND THE CHAIRMAN OF THE BOARD OF TRUSTEES FOR THEIR REVIEW OF THE 990. ONCE APPROVED, THE CHIEF FINANCIAL OFFICER SIGNS THE FORM 8879-EO CONSENT FORM AND RETURNS TO THE CPA. THE CPA THEN ELECTRONICALLY SUBMITS THE 990 TO THE IRS BY THE DUE DATE. 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 GENERAL PUBLIC REVIEW. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: NET CHANGE IN PRESENT VALUE OF INVESTMENTS IN CHARITABLE TRUSTS -377,257. FORM 990, PART XI, LINE 2C THERE HAVE BEEN NO CHANGES TO THE ORGANIZATION'S OVERSIGHT PROCESS.