2011-05-12T10:24:49-07:00 2010-06-30 990 2009-07-01 042130844 BROOKS SCHOOL BROO 9787256300 1160 GREAT POND ROAD NORTH ANDOVER MA 018451298 Marie Kibby 9787256200 2011-05-12 2009 2016-02-24 21:20:13Z JOHN R PACKARD 1160 GREAT POND ROAD NORTH ANDOVER MA 01845 28893315 0 X WWW.BROOKSSCHOOL.ORG X 1926 MA BROOKS IS A COLLEGE PREPARATORY SCHOOL THAT SEEKS TO PROVIDE THE MOST MEANINGFUL EDUCATIONAL EXPERIENCE OUR STUDENTS WILL HAVE IN THEIR LIVES. WITHIN AN ENVIRONMENT OF ACADEMIC EXCELLENCE, BROOKS STRIVES TO PROMOTE AND FOCUS INTELLECTUAL GROWTH AND CURIOSITY. THE SCHOOL ENCOURAGES STUDENTS TO DEVELOP ANALYTICAL AND CREATIVE CAPACITIES; TO READ CRITICALLY; TO THINK, SPEAK, AND WRITE WITH COGENCY AND PRECISION; TO BROADEN AESTHETIC SENSIBILITY; TO MAKE EFFECTIVE USE OF TECHNOLOGY IN THE LEARNING PROCESS; AND TO BE AWARE OF THE LARGER WORLD BEYOND THE SCHOOL COMMUNITY. 24 23 363 0 105990 0 4018754 3473896 16866922 17188008 1181114 -435679 0 0 22066790 20226225 2613857 3146814 0 0 12077031 12272498 0 0 1724207 10038934 10091349 24729822 25510661 -2663032 -5284436 117749992 117531272 34605978 33543227 83144014 83988045 BROOKS IS A COLLEGE PREPARATORY SCHOOL THAT SEEKS TO PROVIDE THE MOST MEANINGFUL EDUCATIONAL EXPERIENCE OUR STUDENTS WILL HAVE IN THEIR LIVES. WITHIN AN ENVIRONMENT OF ACADEMIC EXCELLENCE, BROOKS STRIVES TO PROMOTE AND FOCUS INTELLECTUAL GROWTH AND CURIOSITY. THE SCHOOL ENCOURAGES STUDENTS TO DEVELOP ANALYTICAL AND CREATIVE CAPACITIES; TO READ CRITICALLY; TO THINK, SPEAK, AND WRITE WITH COGENCY AND PRECISION; TO BROADEN AESTHETIC SENSIBILITY; TO MAKE EFFECTIVE USE OF TECHNOLOGY IN THE LEARNING PROCESS; AND TO BE AWARE OF THE LARGER WORLD BEYOND THE SCHOOL COMMUNITY. 0 0 17587028 3144534 15017672 SECONDARY EDUCATION: COLLEGE PREPARATORY SCHOOL FOR BOARDING AND DAY STUDENTS WITH EDUCATIONAL AND AUXILIARY SCHOOL ACTIVITIES. 202369 0 214565 EXTRACURRICULAR SPORTS PROGRAM: SKATING RINK USED FOR INTERSCHOLASTIC COMPETITION AS PART OF THE SCHOOL ATHLETIC PROGRAM AS WELL AS FOR INSTRUCTIONAL PURPOSES. 1277549 2280 1798200 SUMMER SCHOOL PROGRAM: EDUCATIONAL SUMMER CAMP FOR APPROXIMATELY 450 CAMPERS PER WEEK FOR EIGHT WEEKS, AGES FOUR TO TWELVE AND TWO ACADEMIC CAMPS FOR APPROXIMATELY 420 STUDENTS ENTERING GRADES THREE TO TWELVE. 0 0 0 19066946 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 117 0 1 363 1 1 1 0 0 0 0 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X MARIE A KIBBY CONTROLLER 6787256213 1160 GREAT POND ROAD NORTH ANDOVER MA 018451298 William N Booth 0 X X 0 0 0 WJ Patrick Curley III 0 X X 0 0 0 Paul L Hallingby 0 X X 0 0 0 Charles E Bascom 0 X X 0 0 0 Ginger Pearson Burke 0 X X 0 0 0 David A Rountree 0 X X 0 0 0 Deane H Dolben 0 X X 0 0 0 Malcolm G Chace III 0 X 0 0 0 Lammot Copeland Jr 0 X 0 0 0 Anthony H Everets 0 X 0 0 0 Steven R Gorham 0 X 0 0 0 Francis X Knott 0 X 0 0 0 Isabella Speakman Johnson 0 X 0 0 0 Elizabeth M Lee 0 X 0 0 0 Carmine A Martignetti 0 X 0 0 0 Diana D Merriam 0 X 0 0 0 Donald R Peck 0 X 0 0 0 Letitia Wightman Scott 0 X 0 0 0 Lynne A Sawyer 0 X 0 0 0 Thomas E Shirley 0 X 0 0 0 Craig J Ziady 0 X 0 0 0 James R Pugh 40.00 X X X 164006 0 22535 John R Packard Jr 40.00 X X 234571 0 30044 Karen Callahan 40.00 X X 162065 0 25300 Lawrence W Becker 0 X X X 131950 0 15520 John Trovage 40.00 X 137655 0 33246 Dean Ellerton 40.00 X 107926 0 30980 Judith Beams 40.00 X 101543 0 19457 1039716 0 177082 7 1 1 0 CONSIGLI CONSTRUCTION 72 SUMMER STREET MILFORD MA 01757 CONSTRUCTION 212184 MURPHY CONSTRUCTION COMPANY PO BOX 1510 NEWBURYPORT MA 01950 CONSTRUCTION 181223 SILCHESTER INTERNATIONAL INVESTORS 780 THIRD STREET 42ND FLOOR NEW YORK NY 10017 INVESTMENT ADVISORY SERVICES 116634 3 0 0 0 0 0 3473896 0 3473896 TUITION AND FEES 611110 16815872 16815872 0 0 RINK RENTAL 532000 232420 126430 105990 0 MISCELLANEOUS 900099 91976 91976 0 0 MUSIC LESSONS 611600 47740 47740 0 0 0 0 0 0 17188008 55494 55494 0 0 0 0 0 0 0 0 0 0 0 0 8175917 0 8667090 0 -491173 0 -491173 0 0 -491173 0 0 20226225 17137512 105990 -491173 0 0 3146814 3146814 0 0 0 0 910248 346195 399030 165023 0 0 0 0 8550334 5966376 1812984 770974 744715 527490 147535 69690 1352642 1052768 185046 114828 714559 493698 157420 63441 0 0 0 0 30466 30466 0 0 52550 52550 0 0 0 0 0 0 0 0 158566 158566 0 0 463097 74460 246609 142028 106048 60217 36091 9740 824008 559413 182552 82043 146853 134259 5626 6968 0 0 0 0 1602049 1041203 525749 35097 249827 101157 97901 50769 0 0 0 0 200146 12999 56903 130244 973853 973853 0 0 0 0 0 0 2541305 2268285 198560 74460 249887 249887 0 0 STUDENT SERVICES AND ACTIVITIES 1594283 1007640 586643 0 REPAIRS AND MAINTENANCE 848236 808650 30684 8902 BAD DEBT AND CHANGE IN ALLOWANCE 50175 0 50175 0 0 0 0 0 25510661 19066946 4719508 1724207 3211930 4893735 71378 58707 2145795 1521181 436026 15426 20000 16781 0 0 151731 120838 0 0 2102036 1785413 78741645 31198831 49567895 47542814 7376191 8420128 52667010 53156249 117749992 117531272 1499121 1582116 0 0 5778509 6442940 25614835 23972537 0 0 0 0 674105 643933 0 0 1039408 901701 34605978 33543227 X 38856829 38476243 22710675 23777228 21576510 21734574 83144014 83988045 117749992 117531272 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56487043 355822 5674012 1196800 2981900 579230 57758947 72548693 810866 -11860264 1362660 2959660 689932 56487043 0.2 0.53 0.27 0 0 832897 0 832897 64899665 0 21825339 43074326 4619603 0 1934474 2685129 8255200 0 7439018 816182 134280 0 0 134280 47542814 28789705 F 24366544 F 53156249 0 SPLIT INTEREST AGREEMENTS OBLIGATION 901701 901701 20226225 25510661 -5284436 6128467 0 0 0 0 6128467 844031 23259638 6128467 0 0 0 6128467 17131171 0 3095054 3095054 20226225 22415607 0 0 0 0 0 22415607 0 3095054 3095054 25510661 SchD_P05_S00_L04 Schedule D, Part V, Line 4 THE INTENDED USES OF THE ENDOWMENT FUNDS ARE EDUCATIONAL AND SPECIAL PROGRAMS, FINANCIAL AID, PLANT MAINTENANCE AND GENERAL PURPOSES. SchD_P10_S00_L00 Schedule D, Part X EFFECTIVE JULY 1, 2009 THE SCHOOL ADOPTED THE STANDARD ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THAT THE SCHOOL HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF JUNE 30, 2010. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b FINANCIAL AID AWARDS REFLECTED AS A REDUCTION OF TUITION REVENUE ON THE AUDITED FINANCIAL STATEMENTS SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b FINANCIAL AID AWARDS REPORTED AS A REDUCTION OF TUITION REVENUE ON FINANCIAL STATEMENTS. 1 1 1 BROOKS SCHOOL PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY AS A MEMBER SCHOOL OF THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE) 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 FINANCIAL AID AWARDS 95 3146814 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 FINANCIAL AID AWARDS ARE GRANTED TO QUALIFIED STUDENTS ON THE BASIS OF NEED AS DETERMINED BY THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS) OF PRINCETON, NEW JERSEY. X 1 1 X X X 0 0 0 0 0 0 0 0 0 John R Packard Jr 234571 0 0 0 0 0 23457 0 19576 0 277604 0 206312 0 James R Pugh 164006 0 0 0 0 0 16401 0 15936 0 196343 0 196185 0 Karen Callahan 162065 0 0 0 0 0 16206 0 22082 0 200353 0 188777 0 Lawrence W Becker 131950 0 0 0 0 0 13195 0 15520 0 160665 0 306533 0 John Trovage 137655 0 0 0 0 0 13766 0 19717 0 171138 0 200025 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a THE SCHOOL PROVIDES ON-CAMPUS HOUSING FOR THE HEAD OF SCHOOL AND ADMINSTRATIVE FACULTY MEMBERS. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY THE BOARD OF TRUSTEES, COMPARED AGAINST INDEPENDENT SCHOOL COMPENSATION SURVEYS AND DOCUMENTED BY A WRITTEN EMPLOYMENT AGREEMENT. MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57583RA88 2009-08-11 6500000 CONSTRUCTION AND RENOVATIONS OF BUILDINGS 0 0 MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584MCV5 2007-12-12 6000000 CONSTRUCTION OF BUILDING 0 0 MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57583FExx 1999-03-09 17500000 CONSTRUCTION AND RENOVATION OF BUILDINGS 0 0 6500000 0 0 0 0 0 6500000 2001 1 0 1 1 6000000 0 0 145 0 0 5999855 2010 0 0 1 1 17500000 0 0 0 0 0 17500000 2001 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 KAREN CALLAHAN EDUCATION X 20000 16781 0 1 1 16781 F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 PROIR TO FILING, FORM 990 IS REVIEWED BY THE CHIEF OPERATING OFFICER, HEAD OF SCHOOL AND THEN BY THE BOARD OF TRUSTEES. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c IN ADDITION TO THE SIGNED ANNUAL CONFLICT OF INTEREST, PRIOR TO THE START OF DISCUSSION OR NEGOTIATION OF FINANCIAL MATTERS, TRUSTEES AND EMPLOYEES ARE EXPECTED TO MAKE FULL DISCLOSURE OF ANY DUAL INTEREST IN A PROPOSED TRANSACTION. A TRUSTEE OR EMPLOYEE WITH A DUAL INTEREST IN A PROPOSED TRANSACTION SHALL NOT VOTE ON THE MATTER AND DEPENDING ON THE CIRCUMSTANCES, MAY BE EXCLUDED FROM ANY DISCUSSION OF THE MATTER. THE BUSINESS OFFICE REGULARLY MONITORS ITS CONTRACTS AND CASH DISBURSEMENTS TO DETERMINE IF THERE IS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WITH ANY PERSON COVERED BY THE CONFLICT OF INTEREST POLICY. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY THE BOARD OF TRUSTEES, COMPARED AGAINST INDEPENDENT SCHOOL COMPENSATION SURVEYS AND DOCUMENTED BY A WRITTEN EMPLOYMENT AGREEMENT. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 IS PUBLISHED ON THE GUIDESTAR WEBSITE AND ACCESSABLE BY THE PUBLIC. AUDITED FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.