2012-03-22T21:42:35-05:00 2011-06-30 Tonneson & Company CPAs PC 401 Edgewater Place Suite 300 Wakefield MA 018806208 990 2010-07-01 042103935 Brimmer and May School BRIM 6175667462 69 Middlesex Road Chestnut Hill MA 02467 James H Orr Jr 6175667462 2012-03-22 1 Cynthia P Almquist 7812459999 2011-12-08 2010 2016-02-24 21:20:13Z James H Orr Jr 69 Middlesex Road Chestnut Hill MA 02467 14910038 0 X www.brimmer.org X 1939 MA Brimmer and May is a coed Pre-K through grade 12 independent day-school 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, while striving for their personal best. The objective is to develop informed, engaged, and ethical citizens and leaders for the global community. 23 22 225 0 0 0 974298 575307 9830772 12564955 137809 1667755 97481 36900 11040360 14844917 0 2514944 0 0 7742414 7925025 0 0 316484 3477935 4125377 11220349 14565346 -179989 279571 32111921 33626437 14702493 15937438 17409428 17688999 X Brimmer and May is a coed Pre-K through grade 12 independent day-school 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, while striving for their personal best. The objective is to develop informed, engaged, and ethical citizens and leaders for the global community. 0 0 11083031 12564955 The School provides a quality educational experience for students to prepare them for advanced degrees and gainful vocations. 11083031 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 225 1 0 0 0 0 0 1 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X James H Orr Jr Treasurer 6175667462 69 Middlesex Road Chestnut Hill MA 02467 Anne Reenstierna 40.00 X X X 220766 0 67544 Lawrence Siff 10.00 X X 0 0 0 Patrick Byrne 10.00 X X 0 0 0 John Fitzgerald 10.00 X X 0 0 0 James Orr Jr 10.00 X X 0 0 0 Judith Wyman 2.00 X X 0 0 0 Vesper Barnes 2.00 X 0 0 0 Jeffrey Black 2.00 X 0 0 0 Mollye Block 2.00 X 0 0 0 Eleanor Hoey Bright 2.00 X 0 0 0 Peter Brown 2.00 X 0 0 0 Jennifer Mugar Flaherty 2.00 X 0 0 0 Gail Gabriel 2.00 X 0 0 0 Paul Gibbons 2.00 X 0 0 0 Adam Hetnarski 2.00 X 0 0 0 Kenyon Bissell Grogan 2.00 X 0 0 0 Bernard Kaplan 2.00 X 0 0 0 Olivia Kistner 2.00 X 0 0 0 David Kreisler 2.00 X 0 0 0 Michael Price 2.00 X 0 0 0 Linda Shapiro Waintrup 2.00 X 0 0 0 Stephen Weber 2.00 X 0 0 0 Timothy Wright 2.00 X 0 0 0 Judith Guild 40.00 X X 183145 0 34979 Nancy Drourr 40.00 X 114302 0 14702 Thomas Fuller 40.00 X 101237 0 19711 Joseph Iuliano 40.00 X 100695 0 18086 720145 0 155022 5 0 1 0 0 575307 575307 Tuition and fees 611600 11908923 11908923 Auxiliary revenue 611600 656032 656032 12564955 1667755 1667755 102021 65121 36900 36900 14844917 12564955 0 1704655 2514944 2514944 415952 415952 6220336 4740577 1268618 211141 228398 133748 81679 12971 580784 415435 162215 3134 479555 350482 113729 15344 223961 201565 22396 1021799 919619 102180 89170 32737 56433 Supplies and other expe 865075 579128 285947 Athletic supplies and e 266465 266465 Utilities 251268 226141 25127 Repairs and maintenance 231111 208000 23111 Miscellaneous 139055 59523 79532 1037473 434667 528912 73894 14565346 11083031 3165831 316484 1973591 1002693 258431 579486 1656670 1297588 400526 340316 382932 192425 29026432 9166554 20534089 19859878 6905682 10081471 0 272580 32111921 33626437 959113 1016344 2720880 2257094 11022500 12664000 14702493 15937438 X 10956270 11263218 2428889 2391222 4024269 4034559 17409428 17688999 32111921 33626437 279571 0 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4146386 11440 200947 32443 4326330 3674970 101000 416537 46121 4146386 2704447 1250856 -175699 104634 3674970 1.00000 0 0 3992451 3992451 22457905 7186333 15271572 2339090 1802963 536127 236986 177258 59728 19859878 14844917 14565346 279571 0 279571 12329973 -2514944 -2514944 14844917 0 14844917 12050402 0 12050402 2514944 2514944 14565346 Description of Intended Use of Endowment Funds: 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. Description of Uncertain Tax Positions Under FIN 48: Part X: 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 recent 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 the ultimate settlement with taxing authorities. As of June 30, 2011, the School has no uncertain tax positions that qualify for either recognition in or disclosure in the financial statements. Part XII, Line 2d - Other Adjustments: Financial aid Part XIII, Line 4b - Other Adjustments: Financial aid 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 The notice of nondiscriminatory policy toward students is published annually in The Boston Globe. Auction 102021 102021 65121 102021 102021 65121 65121 36900 1 Financial aid 115 2514944 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Anne Reenstierna 220766 0 0 0 0 0 13837 0 53707 0 288310 0 0 0 Judith Guild 183145 0 0 0 0 0 12290 0 22689 0 218124 0 0 0 Massachusetts Development Finance Agency 57583RCD5 2005-08-01 10000000 Addition, renovations, land purchase 1 0 0 Massachusetts Development Finance Agency 2010-10-01 12664000 Defeasance of 2005 bond, repayment of mortgage, reimbursement for art center 0 0 0 10000000 0 0 1 1 12664000 279569 12384431 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 Form 990, Part VI, Section B, line 11 The Form 990 is reviewed by management, representatives of the finance committee and the audit committee. The audit committee approves the Form 990 as authorized by the Board of Trustees. An electronic copy of the Form 990 is provided to each voting board member prior to the filing. 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 15 The School has a compensation committee that determines the compensation for both the Head of School and Associate Head of School. Compensation is determined by the Compensation Committee, which is comprised of independent members of the Board of Trustees utilizing comparative data obtained from the National Association of Independent Schools (NAIS). 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.