BROOKS SCHOOL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BROOKS SCHOOL (EIN 04-2130844)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-13
- IRS object ID
- 201811039349300526
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-13T13:45:19-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Boylston Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042130844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKS SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 9787256300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 GREAT POND ROAD | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul Griffin | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9787256300 | PhoneNum |
| Signature | 2018-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brenda L Booth | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2018-04-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-04 | IPDt |
| IP Tm | 10:48:35 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EF9D88DB69EAD46DF049C96DE59F73A7153EF0D8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DB692EFB857F7D2BEFA906EDEBBBCAC958B0740D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | john packard | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 GREAT POND ROAD | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,064,177 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BROOKSSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Brooks school is a college preparatory school that seeks to provide the most meaningful educational experience our students will have in their lives. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 402 | TotalEmployeeCnt |
| Total Volunteers | 480 | TotalVolunteersCnt |
| Total Gross UBI | $87,150 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $40,511 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,939,841 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,597,883 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,653,080 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,820,205 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,183,454 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,782,009 | CYInvestmentIncomeAmt |
| PY Other Revenue | $75,197 | PYOtherRevenueAmt |
| CY Other Revenue | $67,943 | CYOtherRevenueAmt |
| PY Total Revenue | $36,851,572 | PYTotalRevenueAmt |
| CY Total Revenue | $42,268,040 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,770,890 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,347,579 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,655,937 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,998,373 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,079,252 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,952,668 | PYOtherExpensesAmt |
| CY Other Expenses | $11,411,868 | CYOtherExpensesAmt |
| PY Total Expenses | $29,379,495 | PYTotalExpensesAmt |
| CY Total Expenses | $30,757,820 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,472,077 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,510,220 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $160,224,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $181,889,871 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,030,998 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,962,951 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $118,193,536 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $136,926,920 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Brooks school is a college preparatory school that seeks to provide the most meaningful educational experience our students will have in their lives. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,817,131 | ExpenseAmt |
| Grant | $5,347,579 | GrantAmt |
| Revenue | $20,359,360 | RevenueAmt |
| Desc | Secondary education college preparatory school for boarding and day students with educational and auxiliary school activities. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,552,061 | ExpenseAmt |
| Revenue | $1,985,600 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $217,358 | ExpenseAmt |
| Revenue | $189,181 | RevenueAmt |
| Desc | extracurricular sports program skating rink used for interscholastic competition as part of the school athletic program as well as for instructional purposes. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $204,034 | ExpenseAmt |
| Revenue | $330,067 | RevenueAmt |
| Desc | other program services include library, snack bar for students, music lessons, campus store, and miscellaneous services for students. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $204,034 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $330,067 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $21,790,584 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 100 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 402 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | paul griffin cfo | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9787256300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 great pond road | AddressLine1Txt |
| City | north andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| steven r gorham | |||||||
| president | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John R Barker | |||||||
| Vice president | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Whitney Romoser SaVignano | |||||||
| vice president | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Craig J Ziady | |||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| valentine hollingsworth III | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| pamela w albright | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| William N Booth | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Kamilah M Briscoe | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WJ Patrick Curley III | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Anthony H Everets | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Jonathan Gibbons | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Shawn Gorman | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul L Hallingby | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert W Hughes | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Booth D Kyle | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Zachary S Martin | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian McCabe | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Timothy H McCoy | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel J Riccio | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Belisario A Rosas | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Lynne A Sawyer | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Letitia Wightman Scott | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Juliane Gardner Spencer | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Ramakrishna R Sudireddy | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Isabella Speakman Timon | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Alessandro F Uzielli | |||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| John R Packard JR | |||||||
| head of school | 50.00 | Yes (X) | Yes (X) | $297,519 | $0 | $84,081 | |
| Paul Griffin | |||||||
| chief financial officer | 50.00 | Yes (X) | $187,800 | $0 | $32,409 | ||
| james hamilton | |||||||
| Associate Head of External affairs | 50.00 | $146,366 | $0 | $64,268 | Yes (X) | ||
| dean ellerton | |||||||
| Chief Operating Officer | 50.00 | $143,880 | $0 | $33,308 | Yes (X) | ||
| gage dobbins | |||||||
| Director of Development | 50.00 | $129,917 | $0 | $56,096 | Yes (X) | ||
| lawrence callahan | |||||||
| Director of Comm. & Marketing | 50.00 | $117,282 | $0 | $58,636 | Yes (X) | ||
| Ryan Dobbins | |||||||
| Director of Information Technology | 50.00 | $102,216 | $0 | $10,404 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,124,980 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $339,202 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ann Beha Associates | |||||
| 33 Kingston Street | Boston | MA | 02111 | Architecture | $1,738,342 |
| Meriwether Godsey | |||||
| 4944 old boonsboro road | lynchburg | VA | 24503 | food Services | $1,032,350 |
| Consigli Construction Co | |||||
| 72 summer street | milford | MA | 01757 | Construction/General Contractor | $617,715 |
| Richard Fluet Contracting Inc | |||||
| 102 bridle path lane | methuen | MA | 01844 | Construction | $402,860 |
| Compass Facility Services | |||||
| 65 Jackman Street | Georgetown | MA | 01833 | Building Maintenance | $237,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $16,597,883 | AllOtherContributionsAmt |
| Noncash Contributions | $551,834 | NoncashContributionsAmt |
| Total Contributions | $16,597,883 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition and Fees | 611110 | $20,359,360 | $20,359,360 | |
| Summer Programs | 611110 | $1,985,600 | $1,985,600 | |
| Rink Rental | 713940 | $189,181 | $165,241 | $23,940 |
| Athletics Facilities Rental | 713940 | $14,505 | $14,505 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $271,559 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $271,559 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,820,205 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,066,930 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $23,652 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,043,278 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,373,455 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,503,096 | SecuritiesAmt |
| Other | $155,280 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,870,359 | SecuritiesAmt |
| Other | -$155,280 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,715,079 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $39,558 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,675,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $205,704 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $137,761 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,943 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,943 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,268,040 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,864,208 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $87,150 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,718,799 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,347,579 | TotalAmt |
| Program Services | $5,347,579 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,984 | TotalAmt |
| Management And General | $597,984 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,407,626 | TotalAmt |
| Program Services | $7,487,213 | ProgramServicesAmt |
| Management And General | $1,827,568 | ManagementAndGeneralAmt |
| Fundraising | $1,092,845 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $876,983 | TotalAmt |
| Program Services | $562,773 | ProgramServicesAmt |
| Management And General | $206,496 | ManagementAndGeneralAmt |
| Fundraising | $107,714 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336,887 | TotalAmt |
| Program Services | $825,337 | ProgramServicesAmt |
| Management And General | $404,078 | ManagementAndGeneralAmt |
| Fundraising | $107,472 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778,893 | TotalAmt |
| Program Services | $530,135 | ProgramServicesAmt |
| Management And General | $170,859 | ManagementAndGeneralAmt |
| Fundraising | $77,899 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,438 | TotalAmt |
| Management And General | $118,438 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,090 | TotalAmt |
| Management And General | $89,090 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,959 | TotalAmt |
| Management And General | $569,959 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,524 | TotalAmt |
| Program Services | $119,615 | ProgramServicesAmt |
| Management And General | $161,514 | ManagementAndGeneralAmt |
| Fundraising | $1,395 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,809 | TotalAmt |
| Program Services | $44,040 | ProgramServicesAmt |
| Fundraising | $100,769 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,074 | TotalAmt |
| Program Services | $31,213 | ProgramServicesAmt |
| Management And General | $385,368 | ManagementAndGeneralAmt |
| Fundraising | $197,493 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,121 | TotalAmt |
| Management And General | $282,121 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,228,230 | TotalAmt |
| Program Services | $1,093,125 | ProgramServicesAmt |
| Management And General | $98,258 | ManagementAndGeneralAmt |
| Fundraising | $36,847 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,716 | TotalAmt |
| Program Services | $18,804 | ProgramServicesAmt |
| Management And General | $46,160 | ManagementAndGeneralAmt |
| Fundraising | $38,752 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,353 | TotalAmt |
| Fundraising | $7,353 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $822,405 | TotalAmt |
| Management And General | $822,405 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,402,412 | TotalAmt |
| Program Services | $3,028,147 | ProgramServicesAmt |
| Management And General | $272,193 | ManagementAndGeneralAmt |
| Fundraising | $102,072 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,616 | TotalAmt |
| Management And General | $309,616 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| food & Dietary | $990,658 | $990,658 | ||
| repairs & maintenance | $556,128 | $495,494 | $45,323 | $15,311 |
| athletics | $220,973 | $220,973 | ||
| Functions | $191,296 | $191,296 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,478,066 | TotalAmt |
| Program Services | $995,478 | ProgramServicesAmt |
| Management And General | $480,554 | ManagementAndGeneralAmt |
| Fundraising | $2,034 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,757,820 | TotalAmt |
| Program Services | $21,790,584 | ProgramServicesAmt |
| Management And General | $6,887,984 | ManagementAndGeneralAmt |
| Fundraising | $2,079,252 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,254,572 | BOYAmt |
| EOY | $25,412,473 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,488,394 | BOYAmt |
| EOY | $16,687,851 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,398 | BOYAmt |
| EOY | $156,527 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,400,972 | BOYAmt |
| EOY | $8,834,858 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $897,174 | BOYAmt |
| EOY | $720,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $103,377,421 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,157,936 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,253,492 | BOYAmt |
| EOY | $56,219,485 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,374,699 | BOYAmt |
| EOY | $2,323,143 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,679,972 | BOYAmt |
| EOY | $68,972,694 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,543,546 | BOYAmt |
| EOY | $2,561,898 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,224,534 | BOYAmt |
| EOY | $181,889,871 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,885,471 | BOYAmt |
| EOY | $2,948,962 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,235,924 | BOYAmt |
| EOY | $18,053,606 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,591,840 | BOYAmt |
| EOY | $21,080,392 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,600,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,317,763 | BOYAmt |
| EOY | $1,279,991 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,030,998 | BOYAmt |
| EOY | $44,962,951 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,791,618 | BOYAmt |
| EOY | $57,057,093 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,065,695 | BOYAmt |
| EOY | $52,144,981 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,336,223 | BOYAmt |
| EOY | $27,724,846 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,193,536 | BOYAmt |
| EOY | $136,926,920 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,224,534 | BOYAmt |
| EOY | $181,889,871 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,510,220 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,215,201 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,963 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,570,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,172,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,549,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,939,841 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,597,883 | CurrentTaxYearAmt |
| Total | $47,830,676 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,570,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,172,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,549,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,939,841 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,597,883 | CurrentTaxYearAmt |
| Total | $47,830,676 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,108,025 | SubstantialContributorsTotAmt |
| Public Support Total170 | $39,722,651 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $186,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $401,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $834,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $942,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,043,278 | CurrentTaxYearAmt |
| Total | $3,408,246 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,759 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,150 | CurrentTaxYearAmt |
| Total | $423,677 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,662,599 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $105,142,712 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule A, Part I, Line 7: | FormAndLineReferenceDesc |
| Explanation | The basis of Brooks School's public charity status has been and continues to be its qualification as a school described in Section 170(B)(1)(a)(II). The organization has checked box 7 on Schedule A, Part I and completed Schedule A, Part II in order to demonstrate its qualification to follow the special rule for abbreviated reporting of contributions on Form 990, Schedule B. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,450,966 | BeginningYearBalanceAmt |
| Contributions | $556,146 | ContributionsAmt |
| Investment Earnings Or Losses | $9,372,949 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,895,056 | OtherExpendituresAmt |
| Administrative Expenses | $569,959 | AdministrativeExpensesAmt |
| End Year Balance | $76,915,046 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,799,439 | BeginningYearBalanceAmt |
| Contributions | $1,178,352 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,364,944 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,684,410 | OtherExpendituresAmt |
| Administrative Expenses | $477,471 | AdministrativeExpensesAmt |
| End Year Balance | $70,450,966 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,615,928 | BeginningYearBalanceAmt |
| Contributions | $633,115 | ContributionsAmt |
| Investment Earnings Or Losses | $2,520,244 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,477,458 | OtherExpendituresAmt |
| Administrative Expenses | $492,390 | AdministrativeExpensesAmt |
| End Year Balance | $74,799,439 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,154,053 | BeginningYearBalanceAmt |
| Contributions | $556,486 | ContributionsAmt |
| Investment Earnings Or Losses | $10,969,831 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,595,536 | OtherExpendituresAmt |
| Administrative Expenses | $468,906 | AdministrativeExpensesAmt |
| End Year Balance | $74,615,928 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,359,567 | BeginningYearBalanceAmt |
| Contributions | $539,988 | ContributionsAmt |
| Investment Earnings Or Losses | $8,405,064 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,460,566 | OtherExpendituresAmt |
| Administrative Expenses | $690,000 | AdministrativeExpensesAmt |
| End Year Balance | $66,154,053 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26440 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33820 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39740 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,440,627 | OtherCostOrOtherBasisAmt |
| Book Value | $2,440,627 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,626,555 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,001,661 | DepreciationAmt |
| Book Value | $33,624,894 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,485,568 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,197,471 | DepreciationAmt |
| Book Value | $14,288,097 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,083,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,958,804 | DepreciationAmt |
| Book Value | $1,124,354 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,741,513 | OtherCostOrOtherBasisAmt |
| Book Value | $4,741,513 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $56,219,485 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| international and global equity | $20,973,013 | F |
| domestic private equity | $20,713,282 | F |
| international private equity | $3,092,418 | F |
| global hedge funds | $23,085,328 | F |
| real estate funds | $1,108,653 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $68,972,694 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| split interest agreement obligations | $1,136,215 |
| Capital Lease obligation - solar panel | $143,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,279,991 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $43,866,707 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,215,201 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $7,963 | OtherRevenueAmt |
| Revenue Not Reported | $7,223,164 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,643,543 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $569,959 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,054,538 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,624,497 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,268,040 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,133,323 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,133,323 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $569,959 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,054,538 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,624,497 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,757,820 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | the school does not recognize or capitalize works of art, historical treasures and similar assets held as part of a collection for education, research or exhibition rather than for sale or financial gain. |
| Part III, Line 4: | collections of photographs by various artists (i.e. ernest withers and bill ferris) and various paintings (most notably a collection of paintings by Andy Warhol) are on display at the school. part of the school's educational programs include the study of these artists. |
| Part V, Line 4: | The intended use of the school's endowment funds are for educational and special programs, financial aid, plant maintenance and general purposes. |
| Part X, Line 2: | In accordance with Section 501(c)(3) of the Internal Revenue Code, the School is generally exempt from federal and state income taxes on related income. However, the School does incur federal and state income tax on unrelated business income. In determining the recognition of uncertain tax positions, the School 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 ultimate settlement with taxing authorities. As of June 30, 2017, the School has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The School is generally subject to examination by taxing jurisdictions for the prior three years. |
| Part XI, Line 2d - Other Adjustments: | change in split-interest agreement 7,963. |
| Part XI, Line 4b - Other Adjustments: | financial aid and scholarships 5,347,579. cost of goods sold -137,761. loss on disposal of Fixed Assets -155,280. |
| Part XII, Line 4b - Other Adjustments: | financial aid and scholarships 5,347,579. cost of goods sold -137,761. loss on disposal of Fixed Assets -155,280. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | brooks school publishes its racially nondiscriminatory policy as a member school of the association of independent schools in new england (aisne). | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | bermuda | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | investment | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $2,610,401 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,610,401 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,610,401 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | financial aid awards | GrantTypeTxt |
| Recipient | 127 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $5,347,579 | NonCashAssistanceAmt |
| Valuation Method Used | fmv | ValuationMethodUsedDesc |
| Non Cash Assistance | credit to student accounts | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | financial aid awards are granted to qualified students on the basis of need as determined by the school and student services for financial aid (SSS) of princeton, New Jersey | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John R Packard JR | ||||||||||||||
| head of school | $297,249 | $0 | $0 | $0 | $270 | $0 | $30,373 | $0 | $53,708 | $0 | $381,600 | $0 | $0 | $0 |
| Paul Griffin | ||||||||||||||
| chief financial officer | $187,386 | $0 | $0 | $0 | $414 | $0 | $19,162 | $0 | $13,247 | $0 | $220,209 | $0 | $0 | $0 |
| james hamilton | ||||||||||||||
| Associate Head of External affairs | $146,186 | $0 | $0 | $0 | $180 | $0 | $15,385 | $0 | $48,883 | $0 | $210,634 | $0 | $0 | $0 |
| dean ellerton | ||||||||||||||
| Chief Operating Officer | $143,466 | $0 | $0 | $0 | $414 | $0 | $15,050 | $0 | $18,258 | $0 | $177,188 | $0 | $0 | $0 |
| gage dobbins | ||||||||||||||
| Director of Development | $129,793 | $0 | $0 | $0 | $124 | $0 | $13,500 | $0 | $42,596 | $0 | $186,013 | $0 | $0 | $0 |
| lawrence callahan | ||||||||||||||
| Director of Comm. & Marketing | $117,047 | $0 | $0 | $0 | $235 | $0 | $12,040 | $0 | $46,596 | $0 | $175,918 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | the school provides on-campus housing for the head of school, administrative and faculty members. john packard, jr., $36,000 james hamilton, $30,000 lawrence callahan, $30,000 Gage dobbins, $24,000 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | massachusetts development finance agency | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2011-10-01 | BondIssuedDt |
| Issue Price | $24,115,000 | IssuePriceAmt |
| Purpose | construction and renovation of building | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $24,115,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $388,536 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $250,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $23,476,464 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 52 | ContributionCnt |
| Noncash Contributions Rpt F990 | $551,834 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number reported in Column (b) of Schedule M represents the number of contributions of each item. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The audit committee reviews the full form 990 with the exception of schedule B and then recommends approval to the full board of trustees. The disclosures on Schedule B are discussed with the audit committee by management but the form itself is not provided due to the sensitivity of donors' personal information. |
| Form 990, Part VI, Section B, line 12c | In addition to the signed annual conflict of interest policy, 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. |
| Form 990, Part VI, Section B, line 15 | Compensation for the Head of School is approved by the Board of Trustees. other key employees are determined by the head of school, john packard. |
| 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 is accessible to the Public. audited financial statements are available upon request and the massachusetts attorney general website. |
| Form 990, Part XI, line 9: | change in split-interest agreement 7,963. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|
| Charitable Gift Annuities (10) | ||
| trust | MA | Yes (1) |
| Charitable Unitrust (1) | ||
| trust | MA | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |