2011-02-11T07:03:49-06:00 2010-06-30 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2009-07-01 042121313 Berkshire School Inc BERK 4132298511 Undermountain Road Sheffield MA 012579672 STEPHEN P NORMAN 4132291231 2011-02-07 2032489341 2009 2016-02-24 21:20:13Z MICHAEL J MAHER Undermountain Road Sheffield MA 012579672 73102995 0 X berkshireschool.org X 1919 MA To provide secondary educational, social, and athletic programs to children. 29 28 198 150 542282 -562933 28840407 8551349 16992771 17957445 -4934066 2878029 -488272 120465 40410840 29507288 3207101 3530321 555900 673700 11265094 10732451 0 1171477 11358711 13028676 26386806 27965148 14024034 1542140 196847468 204472246 31113916 31027630 165733552 173444616 to provide young men and women with the intellectual and moral foundations and the leadership skills that will enable them to flourish as members of a family and a community as they confront the challenges of college and beyond. 0 0 19570015 3530321 16577050 Instruction of approximately 385 High School aged children by approximately 62 qualified instructors. 1022613 713672 Conducting athletic programs and various other student activities. 1574859 124441 Providing food services and supplies and infirmary for students. 617665 542282 conducting various summer programs 617665 542282 22785152 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 65 0 1 198 1 1 1 1 BD CA EI BF CJ 0 0 0 0 0 0 0 29 28 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA NY X John E Alden Jr 4132298511 Berkshire School SHEFFIELD MA 01257 Hans L Carstensen III 1.00 X X 0 0 0 LO-YI CHan 1.00 X 0 0 0 JANE P CHWICK 1.00 X 0 0 0 ALICE E COLE 1.00 X 0 0 0 ROBERT W CRISPIN 1.00 X 0 0 0 Peter R Kellogg 1.00 X 0 0 0 JOHN H ELLWOOD 1.00 X 0 0 0 C Twiggs Myers 1.00 X 0 0 0 Stephen P Norman 1.00 X 0 0 0 DAVID W KNOWLTON 1.00 X 0 0 0 PERRI PROCIDA 1.00 X 0 0 0 rhonda bentley-lewis 1.00 X 0 0 0 DAVID T RONDEAU 1.00 X 0 0 0 JOHN W WATKINS 1.00 X X 0 0 0 James E Hooper 1.00 X 0 0 0 Gilman C Perkins 1.00 X 0 0 0 Michael J Maher 40.00 X X 212670 0 66125 Lance R Odden 1.00 X 0 0 0 Heather S Von Seggern 1.00 X 0 0 0 john c kuhn 1.00 X 0 0 0 MARGI PICOTTE 1.00 X 0 0 0 DAVID W PUTH 1.00 X X 0 0 0 JOHN STOUT 1.00 X 0 0 0 EDWARD A REGER 1.00 X 0 0 0 THOMAS STEINER 1.00 X 0 0 0 MARGO MONTGOMERY WARD 1.00 X 0 0 0 JIN HO KUM 1.00 X 0 0 0 KEITH L REED 1.00 X 0 0 0 JOHN E TOFFOLON jr 1.00 X 0 0 0 JOHN E ALDEN JR 40.00 X 154352 0 31337 ANDREW P KAY 40.00 X 80272 0 15523 JOHN E ORMISTON 40.00 X 170543 0 55555 WILLIAM P CLOUGH 40.00 X 115184 0 22481 PENELOPE HUDNUT 40.00 X 113346 0 11603 846367 0 202624 5 0 1 0 centerbrook architects & planners 67 main street centerbrook CT 06409 architectural services 690427 moser pilon nelson architects 3324 MAIN STREET HARTFORD CT 06120 architectural services 343680 baystate contracting svs inc 352 albany street springfield MA 01105 demolition 190003 PMG INC 42 BROCKWAY ROAD WOODSTOCK CT 06282 PROJECT MANAGEMENT 180316 FONTAINE BROS INC 112 WALL STREET tORRINGTON CT 06790 BUILDING CONTRACTORS 130818 5 8551349 4693770 8551349 TUITION & FEES 900099 16577050 16577050 STUDENT SUPPORT SERVIC 611710 623250 623250 SPECIAL PROGRAMS 711300 354678 354678 DAY CARE 624410 187604 187604 MISCELLANEOUS INCOME 611710 124441 124441 90422 90422 17957445 1139115 1139115 45334621 43595707 1738914 1738914 1738914 P.V. ADJ FOR SPLIT-INT 900099 103812 103812 FINANCE CHARGES 900099 16653 16653 120465 29507288 16577050 542282 3836607 3530321 3530321 673700 673700 568065 227226 340839 7695039 5352662 1611958 730419 508182 298024 141103 69055 1422808 1030370 268427 124011 538357 338776 153112 46469 348091 348091 163091 100636 62455 3207658 2355155 722494 130009 29795 29795 3825265 3825265 123392 123121 271 1241 1241 683224 683224 3658920 3658920 356217 73716 282501 PROFESSIONAL FEES 558036 215320 335169 7547 BAD DEBT 51424 51424 AMORTIZATION 22322 22322 27965148 22785152 4008519 1171477 493968 833471 13328634 6916224 2826696 3457616 119612 96109 313678 314017 298292 259774 120011280 31579625 90835339 88431655 85409723 99655165 567567 1955801 2653959 2552414 196847468 204472246 8887587 8713581 5006090 5000825 16000000 16000000 174328 116883 1045911 1196341 31113916 31027630 X 108502139 119744836 34070767 31001222 23160646 22698558 165733552 173444616 196847468 204472246 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70259093 8080526 5032123 2197435 81174307 85234338 6827991 -19489744 2313492 70259093 0.68430 0.31570 0 0 71043 71043 103392577 23237242 80155335 8512126 6406091 2106035 8035534 1936292 6099242 88431655 AMOUNTS HELD ON BEHALF OF OTHERS 140108 INTEREST RATE SWAP 1056233 1196341 29507288 27965148 1542140 6353422 -184498 6168924 7711064 31308598 6353422 6353422 24955176 348091 4204021 4552112 29507288 23413036 0 23413036 348091 4204021 4552112 27965148 Part V, Line 4: Description of Intended Use of Endowment Funds: THE SCHOOL FOLLOWS A POLICY THAT ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF FUNDING SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE INTEGRITY OF ENDOWMENT ASSETS. Part XI, Line 8 - Other Adjustments: POST RETIREMENT MEDICAL BENEFITS: -50536. INTEREST RATE SWAP HEDGE ADJUSTMENTS: -133962. Part XII, Line 4b - Other Adjustments: Financial Aid Grants: 3530321. Faculty and Staff Remissions: 673700. Part XIII, Line 4b - Other Adjustments: Financial Aid Grants: 3530321. Faculty and staff remissions: 673700. 1 1 1 Noted in general publications and advertisements 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 FINANCIAL AID TO STUDENTS 122 0 3530321 FAIR MARKET VALUE REDUCTION OF TUITION CHARGED TO STUDENTS Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: the organization maintains a listing of all scholarship recipients and amounts awarded to each student. X X X X 0 1 X X X 0 0 0 0 0 0 0 0 0 Michael J Maher 212670 0 0 0 0 0 33860 0 32265 0 278795 0 0 0 JOHN E ALDEN JR 154352 0 0 0 0 0 23262 0 8075 0 185689 0 0 0 JOHN E ORMISTON 170543 0 0 0 0 0 25074 0 30481 0 226098 0 0 0 Part I, Line 1b THE ORGANIZATION HAS A PRACTICE OF ALLOWING FIRST-CLASS OR BUSINESS CLASS TRAVEL FOR the EMPLOYEES' convenience. THE ORGANIZATION HAS A PRACTICE OF PROVIDING ON CAMPUS HOUSING FOR KEY EMPLOYEES WHO NEED TO HAVE DIRECT AND REGULAR CONTACT WITH OUR STUDENTS. JEAN MAHER SPOUSE OF SECRETARY/HEAD OF SCHOOL MICHAEL J. MAHER 87890 EMPLOYMENT 0 SHERRY ALDEN SPOUSE OF ASSISTANT TREASURER/CFO JOHN E. ALDEN, JR. 21586 EMPLOYMENT 0 LINDA KAY SPOUSE OF ASSISTANT TREASURER ANDREW P. KAY 34647 EMPLOYMENT 0 E G ANDERSON TRUSTEE PETER R. KELLOGG HAS BUSINESS INTEREST IN ENTITY 18000 RENT AT MARKET RATES OF A HOUSE THAT ADJOINS THE SCHOOL'S CAMPUS 0 national hockey training camps company owned in part by head of school michael j. maher 53776 leased facilities at market rates for summer camp 0 X 27 4693770 FMV 0 0 1 0 Method for Determining Number of Contributors: Part I, Column (b): 27 is the number of actual contributions made. Form 990, Part VI, Section A, line 4 The Bylaws of the organization were changed during the current year so that The Chair of the Alumni association no longer serves as ex-officio member of the Board. Form 990, Part VI, Section A, line 8b AN EXECUTIVE COMMITTEE EXISTS AND HAS THE POWER TO ACT ON BEHALF OF THE GOVERNING BODY. THE EXECUTIVE COMMITTEE DID NOT MEET AND TAKE ANY ACTION ON BEHALF OF THE GOVERNING BODY DURING THIS PERIOD. Form 990, Part VI, Section B, line 11 THIS YEAR'S 990 WAS REVIEWED IN DETAIL BY THE CHIEF FINANCIAL OFFICER AND MEMBERS OF THE AUDIT COMMITTEE AND PRESENTED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Section B, line 12c ALL MEMBERS OF THE BOARD ARE ANNUALLY ASKED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY. Form 990, Part VI, Section B, line 15 A COMPENSATION COMMITTEE OF THE BOARD, WHOSE MEMBERS ARE INDEPENDENT, USING COMPARATIVE SALARY INFORMATION FROM SEVERAL SOURCES MAKES RECOMMENDATIONS TO THE INDEPENDENT MEMBERS OF THE BOARD AND THIS GROUP APPROVES COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES. Form 990, Part VI, Section C, line 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.