2026-05-14T11:41:32-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2024-07-01 042227413 BROOKWOOD SCHOOL INCORPORATED BROO 9785264500 1 BROOKWOOD ROAD MANCHESTER MA 01944 JONATHAN BARTLETT HEAD OF SCHOOL 9785264550 2026-05-13 1 1 LUKE BURNETT P01079018 9786202000 2026-05-13 2024 2025-03-06 01:10:19Z JONATHAN BARTLETT 1 BROOKWOOD ROAD MANCHESTER MA 01944 15699478 0 X WWW.BROOKWOOD.EDU X 1956 MA BROOKWOOD IS AN INDEPENDENT COED DAY SCHOOL FOR GRADES PRE KINDERGARTEN THROUGH EIGTH. BROOKWOOD'S MISSION IS TO FOSTER A JOYFUL COMMUNITY OF LIFELONG LEARNERS AND UPSTANDING GLOBAL CITIZENS WHO EMBRACE A CULTURE OF CURIOSITY, KINDNESS, & ACADEMIC ACCOMPLISHMENT. 20 20 167 110 0 0 816524 1257853 11778536 12516203 882644 757649 186469 128066 13664173 14659771 1585490 1633525 0 0 8961788 9174974 0 57500 698995 3998275 3981978 14545553 14847977 -881380 -188206 36574042 38437857 13010645 13920752 23563397 24517105 BROOKWOOD'S MISSION IS TO FOSTER A JOYFUL COMMUNITY OF LIFELONG LEARNERS AND UPSTANDING GLOBAL CITIZENS WHO EMBRACE A CULTURE OF CURIOSITY, KINDNESS, AND ACADEMIC ACCOMPLISHMENT. 0 0 11498211 1633525 12516203 BROOKWOOD SCHOOL ENROLLED 284 STUDENTS DURING THE 2024-2025 YEAR. THROUGH A PURPOSEFUL BALANCE OF CHALLENGE, ENCOURAGEMENT AND OPPORTUNITY FOR APPROPRIATE RISK-TAKING, THE SCHOOL FOSTERS LIFELONG HABITS OF INQUIRY, CRITICAL THINKING, CREATIVITY AND SCHOLARSHIP, JUST AS IT INSTILLS A HEALTHY SENSE OF SELF, A FLEXIBLE MINDSET, AND A DEEP RESPECT FOR THE DIGNITY OF OTHERS. 11498211 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 68 0 1 167 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X LETITIA L HOWLAND 9785264500 1 BROOKWOOD ROAD MANCHESTERBYTHESEA MA 01944 GAVIN MCGRATH BOARD CHAIR (AS OF 07/24) 2.00 X X 0 0 0 PETER CARR VICE CHAIR (AS OF 07/24) 2.00 X X 0 0 0 MOLLY COOK SECRETARY 2.00 X X 0 0 0 KATIE UMILE TREASURER 2.00 X X 0 0 0 JON PAYSON ASSISTANT TREASURER 2.00 X X 0 0 0 MEGHANN CARROLL TRUSTEE 2.00 X 0 0 0 CATHERINE CREIGHTON TRUSTEE 2.00 X 0 0 0 COURTNEY COWAN TRUSTEE 2.00 X 0 0 0 GEORGES DYER TRUSTEE 2.00 X 0 0 0 TREY EPPES TRUSTEE 2.00 X 0 0 0 RENEE GOSLINE TRUSTEE 2.00 X 0 0 0 TED JOHNSON TRUSTEE 2.00 X 0 0 0 WILLIAM MCCONNEL IV TRUSTEE 2.00 X 0 0 0 CHESSYE MOSELEY TRUSTEE 2.00 X 0 0 0 QI OTT TRUSTEE 2.00 X 0 0 0 BRETT PERRYMAN TRUSTEE 2.00 X 0 0 0 NICOLE PLANTE TRUSTEE 2.00 X 0 0 0 GEORGIA REATH TRUSTEE 2.00 X 0 0 0 GINA WEISHAUPT TRUSTEE 2.00 X 0 0 0 PETER WERNAU TRUSTEE 2.00 X 0 0 0 JONATHAN R BARTLETT HEAD OF SCHOOL 40.00 X 289474 0 39547 LETITIA L HOWLAND CHIEF FINANCIAL OFFICER 40.00 X 170329 0 26221 MATTHEW DRAKE DIRECTOR OF DEVELOPMENT 40.00 X 143478 0 32482 STACEY J WRIGHT ASSISTANT HEAD OF SCHOOL 40.00 X 141261 0 53948 LINDSAY C MURPHY DIRECTOR OF ADMISSIONS 40.00 X 132841 0 27679 GINA MARCEL HEAD OF LOWER SCHOOL 40.00 X 124900 0 40115 LOUISE S JOHNSON FORMER TEACHER 40.00 X 123382 0 15606 1125665 0 235598 11 0 1 0 CULINART GROUP INC 6 INTERNATIONAL DRIVE RYE BROOK NY 10573 FOOD SERVICES 616007 NRT BUS INC PO BOX 24017 NEW YORK NY 10087 TRANSPORTATION 124847 INDUSTRIAL BOILER & MECHANICAL SERVICES 156 MAPLE STREET DANVERS MA 01923 BOILERS AND INSTALLATION SERVICES 118085 SH FAHRENHEIT ADVISORS LLC 271 17TH STREET NW STE 2100 ATLANTA GA 30363 ACCOUNTING SERVICES 111520 4 39255 1218598 226527 1257853 TUITION 611710 11141785 11141785 OTHER PROGRAM INCOME 611710 1374418 1374418 12516203 487662 487662 95647 6841 88806 88806 88806 1273460 3000 1006473 0 266987 3000 269987 269987 36505 39255 26393 10112 10112 MISCELLANEOUS INCOME 611110 29148 29148 29148 14659771 12516203 0 885715 1633525 1633525 521052 82594 355864 82594 6875343 5446277 1125732 303334 169259 129865 29767 9627 1273746 941459 257172 75115 335574 244702 70330 20542 47553 47553 75428 75428 57500 57500 239 239 49934 49934 86032 86032 199821 199821 172973 172973 276166 266610 6380 3176 128846 128846 128936 124473 2975 1488 664059 641073 15324 7662 155326 149950 3584 1792 FOOD AND SUPPLIES 609695 609695 SUPPLIES 378338 308432 69906 MAINT. & EQUIPMENT RENT 307694 297047 7109 3538 STUDENT ACTIVITIES 305619 305619 395319 15071 247621 132627 14847977 11498211 2650771 698995 475796 417627 1807485 2370617 36521 6678577 6751788 28627 103801 267311 26880336 15145723 12119299 11734613 15055989 16367937 62759 43889 233815 455448 36574042 38437857 473100 642037 9110829 9800641 3399594 3274120 27122 0 203954 13010645 13920752 X 10308295 10151016 13255102 14366089 23563397 24517105 36574042 38437857 -188206 1141914 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 5.00 0 0 0 1 0 1.00 0 1 14936474 26188 1781629 127858 472142 16144291 13092951 1013069 1869686 127791 911441 14936474 12241949 16334 1384668 116345 433655 13092951 14319043 24530 -1551624 116345 433655 12241949 12485795 85732 2297516 198512 351488 14319043 0.14350 0.85650 0.00000 0 0 18512 18512 22739812 11771950 10967862 1424945 1285583 139362 2697067 2088190 608877 11734613 LEASE LIABILITIES - OPERATING 203954 203954 X 14174762 1141914 -1633525 -491611 14666373 239 -6841 -6602 14659771 13221054 6841 6841 13214213 239 1633525 1633764 14847977 PART II, LINE 9: BROOKWOOD'S CONSERVATION EASEMENT IS ON LAND THAT BROOKWOOD HAD OWNED FOR OVER 50 YEARS. WITH THE INSTALLATION OF BROOKWOOD'S TURF FIELDS IN THE SPRING OF 2012, THE TOWN OF BEVERLY'S CONSERVATION COMMISSION REQUIRED LAND NEAR THE TURF FIELDS TO BE DESIGNATED AS CONSERVATION EASEMENTS. 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. PART X, LINE 2: THE SCHOOL DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2025. THE SCHOOL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -1,633,525. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT RENTAL EXPENSES -6,841. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT RENTAL EXPENSES 6,841. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,633,525. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL DISPLAYS ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PRIMARY PUBLICLY ACCESSIBLE INTERNET HOMEPAGE. X X X X X 1 ACCESSIO STRATEGIES PO BOX 74 PORTSMOUTH NH 03802 CAPITAL CAMPAIGN FEASIBILITY STUDY 0 0 57500 -57500 57500 -57500 MA AUCTION 75760 39255 36505 2957 5000 18436 75760 39255 36505 2957 5000 18436 26393 10112 1 0 0 FINANCIAL AID 76 1481775 N/A N/A SUPPLEMENTAL AID 58 151750 N/A N/A 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 AID BUDGET. X X 1 1 X X X 0 0 0 0 0 0 0 1 0 JONATHAN R BARTLETT HEAD OF SCHOOL 257907 0 5000 0 26567 0 7020 0 32527 0 329021 0 0 0 LETITIA L HOWLAND CHIEF FINANCIAL OFFICER 157905 0 0 0 12424 0 5532 0 20689 0 196550 0 0 0 STACEY J WRIGHT ASSISTANT HEAD OF SCHOOL 132716 0 0 0 8545 0 4416 0 49532 0 195209 0 0 0 MATTHEW DRAKE DIRECTOR OF DEVELOPMENT 141353 0 0 0 2125 0 4891 0 27591 0 175960 0 0 0 GINA MARCEL HEAD OF LOWER SCHOOL 112951 0 0 0 11949 0 4253 0 35862 0 165015 0 0 0 LINDSAY C MURPHY DIRECTOR OF ADMISSIONS 120039 0 0 0 12802 0 5504 0 22175 0 160520 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL HAS A DISCRETIONARY ACCOUNT THAT IS USED FOR VARIOUS PROFESSIONAL FUNCTIONS AND EVENTS. IN ADDITION, THE HEAD OF SCHOOL RECEIVES HOUSING AND AUTO ALLOWANCES, WHICH ARE REPORTED AS TAXABLE BENEFITS AND INCLUDED IN OTHER REPORTABLE COMPENSATION. PART I, LINE 7 THE BOARD DISCUSSED A PERFORMANCE BASED BONUS AND APPROVED A $5,000 PERFORMANCE BASED BONUS FOR JON BARTLETT, HEAD OF SCHOOL. A MASSACHUSETTS DEVELOPMENT FINANCE AUTHORITY 043431814 2013-04-12 8900000 CONSTRUCTION OF LOWER SCHOOL AND DINING HALL 0 0 0 A 5515994 8900000 120000 8780000 2014 0 0 1 1 A 0 0 0 0 1 0 1 A 0 0 0 0 1 0 0 0 1 A 1 112625 FINANCIAL AID FINANCIAL AID X 12 198077 FAIR VALUE X MISCELLANEOUS 3 28450 FAIR VALUE 0 0 1 0 PART I, COLUMN (B): THE AMOUNTS REPORTED IN PART I, COLUMN (B) REPRESENT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 1A THE TRUSTEES DELEGATE TO THE EXECUTIVE COMMITTEE THE POWER TO ACT ON BEHALF OF THE TRUSTEES DURING INTERVALS BETWEEN MEETINGS OF THE TRUSTEES AND PURDENT AND EXPEDITIOUS MANAGMENT REQUIRES IMMEDIATE ACTION, EXCEPT FOR THE POWER TO A) AMEND THE BY-LAWS, B) ELECT OR REMOVE TRUSTEES, C) ELECT OR REMOVE THE CHAIR, TREASURER, OR SECRETARY AS OFFICERS, D) REMOVE THE HEAD OF SCHOOL, E) ALTER THE MISSION OF THE CORPORATION, F) SELL OR PURCHASE PROPERTY, G) ANY ACTION REQUIRING SUPERMAJORITY OR UNANIMOUS CONSENT OF THE TRUSTEES BY LAW, THE BY-LAWS, OR THE ARTICLES OF ORGANIZATION, OR H) ANY OTHER ACTION PROHIBITED BY LAW, THE BY-LAWS, OR THE ARTICLES OF ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE 990 IS FILED, A FULL COPY OF THE FORM 990 AND RELATED SCHEDULES, EXCLUDING SCHEDULE B, IS PROVIDED TO THE FINANCE/AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THIS SAME DOCUMENT IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES ARE ANNUALLY GIVEN A "CONFLICT OF INTEREST" STATEMENT TO SIGN, BE REVIEWED BY THE CHAIR OF THE BOARD AND THE TREASURER AND DISCLOSE ANY CONFLICTS OF INTEREST. SHOULD THERE BE A CONFLICT OF INTEREST WITH AN ISSUE THE BOARD HAS UNDER CONSIDERATION, THE TRUSTEE WILL BE REQUIRED TO DISCLOSE AND ABSTAIN FROM VOTING AND MAY BE ASKED TO LEAVE THE ROOM WHILE THE DISCUSSION IS TAKING PLACE. FORM 990, PART VI, SECTION B, LINE 15A THERE IS A COMPENSATION COMMITTEE MADE UP OF TRUSTEES AND THEY USE VARIOUS PUBLISHED AND OTHER INFORMATION TO ARRIVE AT THE FINAL CONTRACT. THE PROCESS IS DOCUMENTED IN BOARD NOTES. THE HEAD OF SCHOOL'S COMPENSATION WAS NEWLY CONTRACTED DURING FY 25 (SIGNED 7/1/24) AS THE CURRENT CONTRACT RUNS THROUGH FY29. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT 1 BROOKWOOD ROAD, MANCHESTER, MA.