Nonprofit · EIN 04-2130844
BROOKS SCHOOL
Tax-exempt · NORTH ANDOVER, MA 01845
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $52,961,821 | $43,283,365 | $9,678,456 | $230,559,054 | $49,906,271 | $180,652,783 |
| June 30, 2024 | 990 | $38,405,773 | $40,847,067 | -$2,441,294 | $218,172,626 | $50,052,681 | $168,119,945 |
| June 30, 2023 | 990 | $42,737,394 | $38,821,255 | $3,916,139 | $210,365,049 | $52,050,813 | $158,314,236 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,420,746
- Program service revenue
- $28,611,770
- Investment income
- $12,913,897
- Net gain from sales of assets
- $12,232,216
- Other revenue
- $1,015,408
Expenses
- Grants and similar amounts paid
- $7,531,730
- Compensation of officers, directors and key employees
- $994,460
- Other salaries and wages
- $12,521,195
- Salaries, compensation and benefits (total)
- $18,354,634
- Professional fundraising fees
- $0
- Legal fees
- $193,534
- Accounting fees
- $103,864
- Occupancy
- $1,856,181
- Travel
- $129,777
- Depreciation
- $5,733,932
- Program services (functional)
- $33,641,654
- Management and general (functional)
- $7,991,375
- Fundraising (functional)
- $1,650,336
Balance sheet and other
- Total assets, start of year
- $218,172,626
- Total assets, end of year
- $230,559,054
- Total liabilities, end of year
- $49,906,271
- Net assets, end of year
- $180,652,783
- Land, buildings and equipment
- $79,901,724
- Publicly traded securities
- $5,444,333
- Net assets without donor restrictions
- $78,236,325
- Net assets with donor restrictions
- $102,416,458
- Gross unrelated business income
- $26,390
- Gross receipts
- $57,207,095
- Employees
- 351
- Volunteers
- 100
- Year formed
- 1926
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN R PACKARD JR | HEAD OF SCHOOL Trustee or director, Officer | 50 | $494,037 | $140,546 |
| NINA HANLON | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 50 | $312,025 | $114,324 |
| PAUL GRIFFIN | CHIEF FINANCIAL OFFICER Officer | 50 | $314,518 | $67,156 |
| GAGE DOBBINS | DIR. OF INSTITUTIONAL ADVANCEMENT Highest-paid employee | 50 | $230,840 | $96,396 |
| ANDREW CAMPBELL | DEAN OF COLLEGE COUNSELING Highest-paid employee | 50 | $153,270 | $88,503 |
| ELIZABETH MARTIN | DIRECTOR OF FACILITIES AND PLANNING Highest-paid employee | 50 | $154,046 | $57,614 |
| KATE MORAN | DIRECTOR OF COMM. & MARKETING Highest-paid employee | 50 | $175,706 | $21,069 |
| JOHN R BARKER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CRISTINA E ANTELO | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CHARLES F CORNISH | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| VALENTINE HOLLINGSWORTH III | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| PHILLIP W FIELD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| PETER J CALDWELL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CATALINA DIB | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PETER VK DOYLE | TRUSTEE Trustee or director | 2 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERYL M DUCKWORTH | TRUSTEE Trustee or director | 2 | $0 |
| ANTHONY H EVERETS | TRUSTEE Trustee or director | 2 | $0 |
| MONIQUE Y JOHNSON | TRUSTEE Trustee or director | 2 | $0 |
| JULIA SALTONSTALL HALEY | TRUSTEE Trustee or director | 2 | $0 |
| PAUL L HALLINGBY | TRUSTEE Trustee or director | 2 | $0 |
| KEVIN R HENDRICKSON | TRUSTEE Trustee or director | 2 | $0 |
| BOOTH D KYLE | TRUSTEE Trustee or director | 2 | $0 |
| DIANA MERRIAM | TRUSTEE Trustee or director | 2 | $0 |
| SALLY T MILLIKEN | TRUSTEE Trustee or director | 2 | $0 |
| SUNIT MUKHERJEE | TRUSTEE Trustee or director | 2 | $0 |
| RUSSELL T PYLE | TRUSTEE Trustee or director | 2 | $0 |
| VIVEK SHARMA | TRUSTEE Trustee or director | 2 | $0 |
| ISABELLA SPEAKMAN TIMON | TRUSTEE Trustee or director | 2 | $0 |
| ALESSANDRO F UZIELLI | TRUSTEE Trustee or director | 2 | $0 |
| MEREDITH M VERDONE | TRUSTEE Trustee or director | 2 | $0 |
| CHRISTOPHER T WOODS | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN R PACKARD JR | HEAD OF SCHOOL Trustee or director, Officer | 50 | $468,417 | $110,064 |
| PAUL GRIFFIN | CHIEF FINANCIAL OFFICER Officer | 50 | $298,637 | $61,192 |
| GAGE DOBBINS | DIR. OF INSTITUTIONAL ADVANCEMENT Highest-paid employee | 50 | $211,011 | $88,260 |
| NINA HANLON | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 50 | $189,461 | $87,898 |
| SUSANNA WATERS | ASSOC. HEAD OF SCHOOL FOR ACADEMICS Highest-paid employee | 50 | $164,713 | $47,868 |
| JO-ANN BEVIS | DIR. OF FIN. OPERATIONS/CONTROLLER Highest-paid employee | 50 | $147,155 | $50,817 |
| ELIZABETH MARTIN | DIRECTOR OF FACILITIES AND PLANNING Highest-paid employee | 50 | $142,452 | $47,309 |
| JOHN R BARKER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CRISTINA E ANTELO | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| WHITNEY ROMOSER SAVIGNANO | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CRAIG J ZIADY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| VALENTINE HOLLINGSWORTH III | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| PETER J CALDWELL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHARLES F CORNISH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CATALINA DIB | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PETER VK DOYLE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHERYL M DUCKWORTH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANTHONY H EVERETS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NANCY C FERRY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PHILLIP W FIELD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JULIA SALTONSTALL HALEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAUL L HALLINGBY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KEVIN R HENDRICKSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BOOTH D KYLE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DIANA MERRIAM | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SALLY T MILLIKEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SUNIT MUKHERJEE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| VIVEK SHARMA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JULIANE GARDNER SPENCER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ISABELLA SPEAKMAN TIMON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ALESSANDRO F UZIELLI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MEREDITH M VERDONE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER T WOODS | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN R PACKARD JR | HEAD OF SCHOOL Trustee or director, Officer | 50 | $448,438 | $105,331 |
| PAUL GRIFFIN | CHIEF FINANCIAL OFFICER Officer | 50 | $279,342 | $58,615 |
| GAGE DOBBINS | DIRECTOR OF INSTITUTIONAL ADVANCEMENT Highest-paid employee | 50 | $196,882 | $84,809 |
| SUSANNA WATERS | ASSOCIATE HEAD OF SCHOOL FOR ACADEMIC AFFAIRS Highest-paid employee | 50 | $149,969 | $47,984 |
| ELIZABETH MARTIN | DIRECTOR OF FACILITIES AND PLANNING Highest-paid employee | 50 | $142,404 | $43,649 |
| JO-ANN BEVIS | DIRECTOR OF FINANCIAL OPERATIONS/CONTROLLER Highest-paid employee | 50 | $135,861 | $47,328 |
| KIMBERLY CRATTY | DIRECTOR OF PSYCHOLOGICAL COUNSELING SERVICES Highest-paid employee | 50 | $139,729 | $18,712 |
| JOHN R BARKER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CHRISTINA E ANTELO | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| WHITNEY ROMOSER SAVIGNANO | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CRAIG J ZIADY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| VALENTINE HOLLINGSWORTH | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| IRIS BONET | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PETER J CALDWELL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHARLES F CORNISH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WJ PATRICK CURLEY III | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CATALINA DIB | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PETER VK DOYLE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHERYL M DUCKWORTH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANTHONY H EVERETS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NANCY C FERRY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JULIA SALTONSTALL HALEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAUL L HALLINGBY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BOOTH D KYLE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRIAN MCCABE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DIANA MERRIAM | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SALLY T MILLIKEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| IKENNA U NDUGBA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DANIEL J RICCIO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| VIVEK SHARMA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JULIANE GARDNER SPENCER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ALESSANDRO F UZIELLI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MEREDITH M VERDONE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER T WOOD | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1160 GREAT POND RD, NORTH ANDOVER, MA 01845-1206
- In care of
- % JAMES R PUGH
- Principal officer (990 for 2024)
- JOHN PACKARD, 1160 GREAT POND ROAD, NORTH ANDOVER, MA 01845
- Signed the 990
- PAUL GRIFFIN, CHIEF FINANCIAL OFFICER
- Phone
- (978) 725-6300
- Website
- WWW.BROOKSSCHOOL.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
BROOKS SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT SEEKS TO PROVIDE THE MOST MEANINGFUL EDUCATIONAL EXPERIENCE OUR STUDENTS WILL HAVE IN THEIR LIVES.
Program accomplishments
- SECONDARY EDUCATION COLLEGE PREPARATORY SCHOOL FOR APPROXIMATELY 250 BOARDING AND 100 DAY STUDENTS WITH EDUCATIONAL AND AUXILIARY SCHOOL ACTIVITIES.Expenses $32,123,147 · grants $7,531,730 · revenue $26,314,260
- SUMMER PROGRAMS: YOUTH-DEVELOPMENT FOCUSED SUMMER CAMP FOR APPROXIMATELY 400 CAMPERS PER WEEK FOR EIGHT WEEKS, AGES FOUR TO FOURTEEN. TEEN LEADERSHIP PROGRAM FOR APPROXIMATELY 70 TEENAGERS PER WEEK FOR EIGHT WEEKS. SIX-WEEK ACADEMIC SUMMER SCHOOL FOR STUDENTS IN GRADES SEVEN THROUGH TWELVE.Expenses $1,518,507 · revenue $2,297,510
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2130844
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1930
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $230,559,054
- Income (IRS master file)
- $57,207,095
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $52,961,821 | $43,283,365 | $230,559,054 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $38,405,773 | $40,847,067 | $218,172,626 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $42,737,394 | $38,821,255 | $210,365,049 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $37,193,964 | $35,771,300 | $196,716,400 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2130844).
Questions about BROOKS SCHOOL
- What is the EIN of BROOKS SCHOOL?
- The employer identification number (EIN) of BROOKS SCHOOL is 04-2130844.
- Is BROOKS SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1930.
- Are donations to BROOKS SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BROOKS SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BROOKS SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BROOKS SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BROOKS SCHOOL?
- The 990 for the year ended June 30, 2025 names JOHN PACKARD.
- Who are the officers and directors of BROOKS SCHOOL?
- The 990 for the year ended June 30, 2025 lists 31 people; 7 received compensation from the organization, the highest $494,037 (JOHN R PACKARD JR, HEAD OF SCHOOL).
- How much revenue does BROOKS SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $52,961,821, expenses of $43,283,365 and total assets of $230,559,054 at year end.
Other nonprofits in NORTH ANDOVER
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- BRADFORD COLLEGE ALUMNI ASSOCIATION INC EIN 04-3524471 · last filed 990 for 2025
- THE WOMENS EDGE INC EIN 04-3371964 · last filed 990 for 2024
- FAMILY COOPERATIVE PRESCHOOL INC EIN 04-2325603 · last filed 990 for 2025
- NORTH ANDOVER SCHOLARSHIP FOUNDATION INC EIN 04-3272675 · last filed 990 for 2024
- FREDERICK MICHAEL CAMPBELL SCHOLARSHIP FUND EIN 47-7244569 · last filed 990-PF for 2024
- FRANKLIN SCHOOL PARENT TEACHER ORGANIZATION INCORPORATED EIN 04-3506720 · last filed 990-EZ for 2025
- COLIN MICHAEL CRONIN FOUNDATION EIN 83-3688469 · last filed 990-EZ for 2024