2013-11-12T08:00:38-07:00 2013-06-30 990 2012-07-01 042227413 BROOKWOOD SCHOOL INCORPORATED BROO 9785264500 1 BROOKWOOD ROAD MANCHESTER MA 01944 Tom Murphy 9785264500 2013-11-12 2012 2016-02-24 21:20:13Z THOMAS MURPHY 1 BROOKWOOD ROAD MANCHESTER MA 01923 16269098 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 26 165 200 0 0 2162883 2606711 10480171 11286426 602766 240608 170741 141092 13416561 14274837 1207170 1435400 0 0 7974678 8235588 0 0 575551 3099693 3515666 12281541 13186654 1135020 1088183 25735026 27470609 4680245 4822799 21054781 22647810 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 9286165 1435400 11286426 BROOKWOOD SCHOOL ENROLLED 409 STUDENTS DURING THE 2012-2013 SCHOOL YEAR. THROUGH A BALANCE OF CHALLENGE AND ENCOURAGEMENT THE SCHOOL FOSTERS LIFELONG HABITS OF SCHOLARSHIP. FIFTY SIX STUDENTS GRADUATED IN JUNE 2013, JOINING THE MORE THAN 1910 MEMBERS OF THE SCHOOLS ALUMNI/AE COMMUNITY. 0 0 0 9286165 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 1 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 72 0 1 165 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 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 X TOM BASSINGER 1 0 X 0 0 0 ELISABETH BENTEL CARPENTER 1 0 X 0 0 0 BOB BROUDO 1 0 X 0 0 0 SHANNON CABOT 1 0 X 0 0 0 BILL CHARMAN 1 0 X 0 0 0 RICHARD CLARK 1 0 X 0 0 0 JONATHAN DESIMONE 1 0 X 0 0 0 WALTER DOYLE 1 0 X 0 0 0 FAITH EMERSON 1 0 X 0 0 0 IVY GEORGE 1 0 X 0 0 0 SARAH GOULD 1 0 X 0 0 0 MONICA HEALEY 1 0 X 0 0 0 AMY MURPHY DOWD 1 0 X 0 0 0 BRIAN PATRICAN 1 0 X 0 0 0 CHARLTON REYNDERS III 1 0 X 0 0 0 SARAH RIAL 1 0 X 0 0 0 DOUG ROBIE 1 0 X 0 0 0 SUZANNE WRIGHT 1 0 X 0 0 0 PATRICIA ZONNENBERG 1 0 X 0 0 0 NANCY CRATE 1 0 X X 0 0 0 LAURENCE CHASE 1 X X 0 0 0 BROOK DANE 1 0 X X 0 0 0 JON PAYSON 1 0 X X 0 0 0 JURRIEN TIMMER 1 0 X X 0 0 0 LAURA CABOT CARRIGAN 1 0 X X 0 0 0 JOHN PETERMAN 40 0 X X 332214 0 182407 THOMAS MURPHY 40 0 X 153039 0 22938 BARBARA LISTON CHUTE 40 0 X 146331 0 20880 AMY SULLIVAN BERKELEY 40 0 X 135015 0 21847 DOUGLAS FODEMAN 40 0 X 126089 0 21810 NANCY EVANS 40 0 X 105920 0 6427 998608 0 276309 6 0 1 0 RAD CORPORATION 171 VFW DRIVE ROCKLAND MA 02370 TURF FIELD CONSTRUCTION 720780 CULINART INC PO BOX 4738 HOUSTON TX 77040 FOOD SERVICE 536338 NRT BUS INC 55 HAMPSHIRE ROAD METHUEN MA 01844 STUDENT BUS TRANSPORTATION 108975 3 0 0 35532 0 0 2571179 332029 2606711 TUITION 611110 10423806 10423806 0 0 OTHER PROGRAM INCOME 611110 813612 813612 0 0 MISCELLANEOUS INCOME 611110 49008 49008 0 0 0 0 0 0 11286426 255810 0 0 255810 0 0 0 0 0 0 0 0 31010 0 0 0 31010 0 31010 0 0 31010 1824039 0 1785614 53627 38425 -53627 -15202 -53627 0 38425 246692 35532 155020 91672 0 91672 18410 0 18410 0 0 18410 0 14274837 11232799 0 435327 0 0 1435400 1435400 0 0 0 0 705126 51802 601522 51802 0 0 0 0 5720108 4193035 1282560 244513 271543 197937 63617 9989 1114140 859027 220610 34503 424671 297832 109454 17385 0 0 0 0 42672 0 42672 0 34000 0 34000 0 0 0 0 0 0 0 0 0 0 0 106240 106240 0 0 279551 0 279551 0 174291 0 174291 0 132584 66292 66292 0 0 0 0 0 197437 192219 3949 1269 0 0 0 0 0 0 0 0 82039 66646 15393 0 5380 2891 2489 0 0 0 0 0 528705 514732 10574 3399 100120 97474 2002 644 EXTERNAL ACTIVITIES 212047 0 0 212047 FOOD AND FOOD SUPPLIES 487874 487874 0 0 SUPPLIES 433407 433407 0 0 MAINTENANCE AND EQUIPMENT RENTAL 223953 0 223953 0 475366 283357 192009 0 13186654 9286165 3324938 575551 221691 215839 3407127 3572086 1256596 1671615 167468 102482 0 0 0 0 0 0 0 0 400525 347624 18008478 7420691 10198319 10587787 9862365 10454236 175502 231831 0 0 0 0 45433 287109 25735026 27470609 360148 424170 0 0 3505725 3487207 0 475174 0 0 0 0 525000 0 0 0 289372 436248 4680245 4822799 X 9831724 11817668 1332716 2489013 9890341 8341129 21054781 22647810 25735026 27470609 1088183 504846 0 0 0 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 4.6 0 0 0 1 0 1 0 1 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 6252352 1379143 -1128906 47760 27240 0 6427589 0.14 0.71 0.15 0 0 18512 0 18512 16929577 0 6554200 10375377 0 0 0 0 1060389 0 866491 193898 0 0 0 0 10587787 0 DEFERRED COMPENSATION 436248 436248 X 13499303 504846 0 0 155020 659866 12839437 0 1435400 1435400 14274837 11906274 0 0 0 155020 155020 11751254 0 1435400 1435400 13186654 SchD_P02_S00_L09 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. SchD_P05_S00_L04 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. SchD_P10_S00_L02 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 ITS 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. ITS FEDERAL TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d FUNDRAISING EXPENSE SchD_P11_S00_L04b Schedule D, Part XI, Line 4b FINANCIAL AID SchD_P12_S00_L02d Schedule D, Part XII, Line 2d FUNDRAISING EXPENSE SchD_P12_S00_L04b 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 SchE_P01_S00_L03 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 236939 35532 201407 0 0 0 0 0 116808 BOOKFAIR 24421 0 24421 0 0 0 0 0 20805 1 20864 0 20864 0 0 0 0 0 17407 282224 35532 246692 0 0 0 0 0 155020 155020 91672 18410 0 0 0 0 0 18410 0 0 0 0 0 18410 MA 1 0 0 0 1 0 THOMAS MURPHY 1 BROOKWOOD ROAD MANCHESTER MA 01944 0 THOMAS MURPHY 0 X 0 0 1 FINANCIAL AID 88 0 1435400 SchI_P01_S00_L02 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 332214 0 0 0 0 0 146876 0 35531 0 514621 0 0 0 THOMAS MURPHY 153039 0 0 0 0 0 0 0 22938 0 175977 0 0 0 BARBARA LISTON CHUTE 146331 0 0 0 0 0 0 0 20880 0 167211 0 0 0 AMY SULLIVAN BERKELEY 135015 0 0 0 0 0 0 0 21847 0 156862 0 0 0 SchJ_P01_S00_L01a 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. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 HEADMASTER PARTICIPATED IN A 457(f) PLAN IN THE AMOUNT OF $23,205.00 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 231274 0 8524826 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 70950 FINANCIAL AID FINANCIAL AID X 26250 FMV X 7696 304230 FMV X MISCELLANEOUS 3 1549 FMV 0 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b BROOKWOOD USES OPPENHEIMER AND CO, INC. TO RECEIVE AND SELL PUBLICLY TRADED SECURITIES. SchM_P01_S00_L33 Schedule M, Part I, Line 33 NA F990_P06_S0B_L11b 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. F990_P06_S0B_L12c 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. F990_P06_S0B_L15 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. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT 1 BROOKWOOD ROAD, MANCHESTER, MA