2011-11-14T08:19:26-07:00 2011-06-30 990 2010-07-01 042227413 BROOKWOOD SCHOOL INCORPORATED BROO 9785264500 1 BROOKWOOD ROAD MANCHESTER MA 01944 Tom Murphy 9785264500 2011-11-14 2010 2016-02-24 21:20:13Z THOMAS MURPHY 1 BROOKWOOD ROAD MANCHESTER MA 01944 12935404 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 26 165 200 0 0 2545547 1092763 9576369 9959256 276727 355028 142325 176770 12540968 11583817 876235 1007395 0 0 7037184 7592614 0 0 491825 2663804 3062590 10577223 11662599 1963745 -78782 23826666 24360443 4419170 3782009 19407496 20578434 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 8098127 1007395 9959256 BROOKWOOD SCHOOL ENROLLED 407 STUDENTS DURING THE 2010/2011 SCHOOL YEAR. THROUGH A BALANCE OF CHALLENGE AND ENCOURAGEMENT THE SCHOOL FOSTERS LIFELONG HABITS OF SCHOLARSHIP. FIFTY THREE STUDENTS GRADUATED IN JUNE 2011, JOINING THE MORE THAN 1300 MEMBERS OF THE SCHOOLS ALUMNI/AE COMMUNITY. 0 0 0 8098127 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 1 0 0 0 0 0 0 0 0 1 71 0 1 165 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 TONY BLACKMAN 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 DARRELL CRATE 1 X 0 0 0 DEBORAH CURRAN 1 X 0 0 0 BROOK DANE 1 X 0 0 0 SHARON FULLER 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 DOUG ROBIE 1 X 0 0 0 CLIFF RUCKER 1 X 0 0 0 JODIE STEVENSON 1 X 0 0 0 BETH HARRINGTON PAYSON 1 X 0 0 0 PATRICIA ZONNENBERG 1 X 0 0 0 T SAMUEL BYRNE 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 321307 0 183582 THOMAS MURPHY 40 X X 142889 0 22162 BARBARA LISTON CHUTE 40 X 138387 0 31684 AMY SULLIVAN BERKELEY 40 X 130424 0 63262 DOUGLAS FODEMAN 40 X 121200 0 21559 NANCY EVANS 40 X 100363 0 6115 954570 0 328364 6 0 1 0 CULINART INC PO BOX 4738 HOUSTON TX 77040 FOOD SERVICE 257084 SAGE DINING SERVICES INC 222 BOSLEY AVENUE SUITE B7 TOWSON MD 21204 FOOD SERVICES 260314 2 0 0 48188 0 0 1044575 111436 1092763 TUITION AND FEES 900099 9333060 9333060 0 0 OTHER PROGRAM INCOME 900099 398459 398459 0 0 SUMMER AND AFTERSCHOOL 900099 174311 174311 0 0 MISCELLANEOUS INCOME 900099 53426 53426 0 0 0 0 0 0 9959256 206368 0 0 206368 0 0 0 0 0 0 0 0 38700 0 0 0 38700 0 38700 0 0 38700 1325426 0 1176766 0 148660 0 148660 0 0 148660 297791 48188 174821 122970 0 122970 15100 0 15100 0 0 15100 0 11583817 9959256 0 531798 0 0 1007395 1007395 0 0 0 0 326431 32643 293788 0 0 0 0 0 5561919 3898449 1416905 246565 280230 183087 87331 9812 1030446 725722 223299 81425 393588 275807 101113 16668 0 0 0 0 5208 0 5208 0 46757 0 46757 0 0 0 0 0 0 0 0 0 0 0 72674 72674 0 0 210496 4712 205784 0 141701 0 141701 0 157298 78649 78649 0 0 0 0 0 220344 214521 4407 1416 0 0 0 0 0 0 0 0 49981 34982 14999 0 22395 21803 448 144 0 0 0 0 424095 412887 8482 2726 98576 95970 1972 634 EXTERNAL AFFAIRS 132435 0 0 132435 FOOD AND FOOD SUPPLIES 469328 469328 0 0 SUPPLIES 333274 333274 0 0 MAINTENANCE AND EQUIPMENT RENTAL 220405 0 220405 0 STUDENT ACTIVITIES 203024 203024 0 0 254599 33200 221399 0 11662599 8098127 3072647 491825 201532 192257 3944748 3508493 1665653 1135982 46581 74921 0 0 0 0 0 0 0 0 403203 309832 15824758 6824208 9337266 9000550 8063835 9932729 131171 166676 0 0 0 0 32677 39003 23826666 24360443 128271 135272 0 0 3452001 3498558 0 0 0 0 0 838898 0 0 0 0 148179 4419170 3782009 X 9652337 9398753 537830 1854319 9217329 9325362 19407496 20578434 23826666 24360443 X -78782 1249720 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8074223 563671 1592158 71572 268428 0 9890052 6427589 1039719 771915 71415 93585 0 8074223 6252352 1379143 -1128906 47760 27240 0 6427589 0 1.00 0 0 0 0 18512 18512 0 14629587 5823209 8806378 0 0 0 0 0 1176659 1000999 175660 0 0 0 0 9000550 0 DEFERRED COMPENSATION 148179 148179 11583817 11662599 -78782 1249719 0 0 0 0 1249719 1170937 12000962 1249719 0 0 174821 1424540 10576422 0 1007395 1007395 11583817 10830025 0 0 0 174821 174821 10655204 0 1007395 1007395 11662599 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, 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 3 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 312144 48188 263956 0 0 0 0 0 147204 BOOKFAIR 26319 0 26319 0 0 0 0 0 23688 1 7516 0 7516 0 0 0 0 0 3929 345979 48188 297791 0 0 0 0 0 174821 174821 122970 15100 0 0 0 0 0 15100 0 0 0 0 0 15100 MA 0 Went to Town Hall to fill out paperwork and was told did not have to. 0 0 0 1 0 THOMAS MURPHY 1 BROOKWOOD ROAD MANCHESTER MA 01944 0 THOMAS MURPHY 0 X 0 0 1 FINANCIAL AID 70 0 1007395 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 IS 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 321307 0 0 0 0 0 148179 0 35403 0 504889 0 0 0 AMY SULLIVAN BERKELEY 130424 0 0 0 0 0 0 0 63262 0 193686 0 0 0 BARBARA LISTON CHUTE 138387 0 0 0 0 0 0 0 31684 0 170071 0 0 0 THOMAS MURPHY 142889 0 0 0 0 0 0 0 22162 0 165051 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 $36,152 TRUSTEE TRUSTEE FINANCIAL AID X 7 3260 FMV X 9444 FMV X 22 107390 FMV X HP COLOR LASERJET PRINTERS 4 3746 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_L11a Form 990, Part VI, Section B, Line 11a 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 GAIN ON ENDOWMENT