2012-11-08T09:16:41-07:00 2012-06-30 990 2011-07-01 042227413 BROOKWOOD SCHOOL INCORPORATED BROO 9785264500 1 BROOKWOOD ROAD MANCHESTER MA 01944 Tom Murphy 9785264500 2012-11-08 2011 2016-02-24 21:20:13Z THOMAS MURPHY 1 BROOKWOOD ROAD MANCHESTER MA 01923 16780341 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 26 156 200 0 0 1092763 2162883 9959256 10480171 355028 602766 176770 170741 11583817 13416561 1007395 1207170 0 0 7592614 7974678 0 0 462558 3062590 3099693 11662599 12281541 -78782 1135020 24360443 25735026 3782009 4680245 20578434 21054781 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 8654772 1207170 10480171 BROOKWOOD SCHOOL ENROLLED 405 STUDENTS DURING THE 2011-2012 SCHOOL YEAR. THROUGH A BALANCE OF CHALLENGE AND ENCOURAGEMENT THE SCHOOL FOSTERS LIFELONG HABITS OF SCHOLARSHIP. FIFTY STUDENTS GRADUATED IN JUNE 2012, JOINING THE MORE THAN 1860 MEMBERS OF THE SCHOOLS ALUMNI/AE COMMUNITY. 0 0 0 8654772 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 61 0 1 156 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 X 0 0 0 ELISABETH BENTEL CARPENTER 1 X 0 0 0 BOB BROUDO 1 X 0 0 0 SHANNON CABOT 1 X 0 0 0 LAURA CABOT CARRIGAN 1 X 0 0 0 BILL CHARMAN 1 X 0 0 0 RICHARD CLARK 1 X 0 0 0 NANCY CRATE 1 X 0 0 0 FAITH EMERSON 1 X 0 0 0 IVY GEORGE 1 X 0 0 0 SARAH GOULD 1 X 0 0 0 MONICA HEALEY 1 X 0 0 0 PETE MICHAELS 1 X 0 0 0 JON PAYSON 1 X 0 0 0 SARAH RIAL 1 X 0 0 0 DOUG ROBIE 1 X 0 0 0 CLIFF RUCKER 1 X 0 0 0 SUZANNE WRIGHT 1 X 0 0 0 PATRICIA ZONNENBERG 1 X 0 0 0 T SAMUEL BYRNE 1 X X 0 0 0 BROOK DANE 1 X X 0 0 0 LISA DECONTO 1 X X 0 0 0 JURRIEN TIMMER 1 X X 0 0 0 TOM EDDY 1 X X 0 0 0 LAURENCE CHASE 1 X X 0 0 0 JOHN PETERMAN 40 X X 323693 0 175572 THOMAS MURPHY 40 X 147712 0 30422 AMY SULLIVAN BERKELEY 40 X 133870 0 62418 DOUGLAS FODEMAN 40 X 123283 0 20957 BARBARA LISTON CHUTE 40 X 142825 0 20116 NANCY EVANS 40 X 103299 0 6285 974682 0 315770 6 0 1 0 RAD CORPORATION 171 VFW DRIVE ROCKLAND MA 02370 TURF FIELD CONSTRUCTION 636728 CULINART INC PO BOX 4738 HOUSTON TX 77040 FOOD SERVICE 520236 2 0 0 59386 0 0 2103497 535991 2162883 TUITION AND FEES 611110 9769052 9769052 0 0 OTHER PROGRAM INCOME 611110 487406 487406 0 0 SUMMER AND AFTERSCHOOL 611110 164223 164223 0 0 MISCELLANEOUS INCOME 611110 59490 59490 0 0 0 0 0 0 10480171 208512 0 0 208512 0 0 0 0 0 0 0 0 45430 0 0 0 45430 0 45430 0 0 45430 3585182 0 3190928 0 394254 0 394254 0 0 394254 278163 59386 172852 105311 0 105311 20000 0 20000 0 0 20000 0 0 0 0 0 0 0 13416561 10480171 0 773507 0 0 1207170 1207170 0 0 0 0 484556 32643 451913 0 0 0 0 0 5586322 4016381 1322283 247658 290751 193189 87554 10008 1207429 859580 273591 74258 405620 283478 105568 16574 0 0 0 0 383 0 383 0 31210 0 31210 0 0 0 0 0 0 0 0 0 0 0 93476 93476 0 0 220889 7744 213145 0 152700 0 152700 0 150194 75097 75097 0 0 0 0 0 210909 205335 4218 1356 0 0 0 0 0 0 0 0 75812 56354 19458 0 1232 1232 0 0 0 0 0 0 464398 452125 9288 2985 94950 92441 1899 610 EXTERNAL ACTIVITIES 109109 0 0 109109 FOOD AND FOOD SUPPLIES 477624 477624 0 0 SUPPLIES 366327 366327 0 0 MAINTENANCE AND EQUIPMENT RENTAL 219140 0 219140 0 431340 234576 196764 0 12281541 8654772 3164211 462558 192257 221691 3508493 3407127 1135982 1256596 74921 167468 0 0 0 0 0 0 0 0 309832 400525 17486925 7288606 9000550 10198319 9932729 9862365 166676 175502 0 0 0 0 39003 45433 24360443 25735026 135272 360148 0 0 3498558 3505725 0 0 0 0 0 0 0 525000 0 0 148179 289372 3782009 4680245 X 9398753 9831724 1854319 1332716 9325362 9890341 20578434 21054781 24360443 25735026 X 1135020 -658673 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 0.8778 0.1222 0 0 18512 0 18512 16174004 0 6228138 9945866 0 0 0 0 1294409 0 1060468 233941 0 0 0 0 10198319 0 DEFERRED COMPENSATION 289372 289372 13416561 12281541 1135020 -658673 0 0 0 0 -658673 476347 11723570 -658673 0 0 172852 -485821 12209391 0 1207170 1207170 13416561 11247223 0 0 0 172852 172852 11074371 0 1207170 1207170 12281541 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_P12_S00_L02d Schedule D, Part XII, Line 2d FUNDRAISING EXPENSE SchD_P12_S00_L04b Schedule D, Part XII, Line 4b FINANCIAL AID SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d FUNDRAISING EXPENSE SchD_P13_S00_L04b Schedule D, Part XIII, 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 294999 59386 235613 0 0 0 0 0 133118 BOOKFAIR 25671 0 25671 0 0 0 0 0 23123 1 16879 0 16879 0 0 0 0 0 16611 337549 59386 278163 0 0 0 0 0 172852 172852 105311 20000 0 0 0 0 0 20000 0 0 0 0 0 20000 MA 0 ORGANIZATION WENT TO LOCAL TOWN HALL TO FILL OUT PAPERWORK AND OFFICIALS THERE RESPONDED THAT THEY WERE UNAWARE OF ANY PAPERWORK THAT NEEDED COMPLETING. 0 0 0 1 0 THOMAS MURPHY 1 BROOKWOOD ROAD MANCHESTER MA 01944 0 THOMAS MURPHY 0 X X 0 0 1 FINANCIAL AID 90 0 1207170 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 BUDGET. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 JOHN PETERMAN 323693 0 0 0 0 0 141193 0 34379 0 499265 0 0 AMY SULLIVAN BERKELEY 133870 0 0 0 0 0 0 0 62418 0 196288 0 0 0 THOMAS MURPHY 147712 0 0 0 0 0 0 0 30422 0 178134 0 0 0 BARBARA LISTON CHUTE 142825 0 0 0 0 0 0 0 20116 0 162941 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a THE HEADMASTER HAS A DISCRETIONARY SPENDING ACCOUNT WHICH IS MAINLY USED FOR TRAVEL AND PROFESSIONAL GROWTH. THE HEADMASTER 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 $22,847.00 TRUSTEE TRUSTEE FINANCIAL AID X 26250 FMV X 13373 507177 FMV X MISCELLANEOUS 4 2564 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. 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 HEADMASTERS 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 F990_P07_S0A_L01b Form 990, Part VII, Section A, Line 1b OTHER COMPENSATION INCLUDED IN PART VII AND SCHEDULE J INCLUDES BENEFITS SUCH AS PENSION, HEALTH, DENTAL, LIFE AND TUITION REMISSION. TUITION REMISSION IS A BENEFIT RANGING FROM $15,000 TO $25,000 PER CHILD. F990_P11_S00_L05 Form 990, Part XI, Line 5 UNREALIZED LOSS ON ENDOWMENT