Nonprofit · EIN 04-2227413
BROOKWOOD SCHOOL INCORPORATED
Tax-exempt · MANCHESTER, MA 01944
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $14,659,771 | $14,847,977 | -$188,206 | $38,437,857 | $13,920,752 | $24,517,105 |
| June 30, 2024 | 990 | $13,664,173 | $14,545,553 | -$881,380 | $36,574,042 | $13,010,645 | $23,563,397 |
| June 30, 2023 | 990 | $12,159,227 | $12,669,087 | -$509,860 | $29,447,979 | $6,017,926 | $23,430,053 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,257,853
- Program service revenue
- $12,516,203
- Investment income
- $757,649
- Net rental income
- $88,806
- Net gain from sales of assets
- $269,987
- Net income from fundraising events
- $10,112
- Other revenue
- $128,066
Expenses
- Grants and similar amounts paid
- $1,633,525
- Compensation of officers, directors and key employees
- $521,052
- Other salaries and wages
- $6,875,343
- Salaries, compensation and benefits (total)
- $9,174,974
- Professional fundraising fees
- $57,500
- Legal fees
- $47,553
- Accounting fees
- $75,428
- Occupancy
- $276,166
- Travel
- $128,846
- Depreciation
- $664,059
- Program services (functional)
- $11,498,211
- Management and general (functional)
- $2,650,771
- Fundraising (functional)
- $698,995
Balance sheet and other
- Total assets, start of year
- $36,574,042
- Total assets, end of year
- $38,437,857
- Total liabilities, end of year
- $13,920,752
- Net assets, end of year
- $24,517,105
- Land, buildings and equipment
- $11,734,613
- Publicly traded securities
- $16,367,937
- Net assets without donor restrictions
- $10,151,016
- Net assets with donor restrictions
- $14,366,089
- Gross receipts
- $15,699,478
- Employees
- 167
- Volunteers
- 110
- Year formed
- 1956
- 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 |
|---|---|---|---|---|
| JONATHAN R BARTLETT | HEAD OF SCHOOL Officer | 40 | $289,474 | $39,547 |
| LETITIA L HOWLAND | CHIEF FINANCIAL OFFICER Officer | 40 | $170,329 | $26,221 |
| STACEY J WRIGHT | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $141,261 | $53,948 |
| MATTHEW DRAKE | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $143,478 | $32,482 |
| GINA MARCEL | HEAD OF LOWER SCHOOL Highest-paid employee | 40 | $124,900 | $40,115 |
| LINDSAY C MURPHY | DIRECTOR OF ADMISSIONS Highest-paid employee | 40 | $132,841 | $27,679 |
| LOUISE S JOHNSON | FORMER TEACHER Highest-paid employee | 40 | $123,382 | $15,606 |
| GAVIN MCGRATH | BOARD CHAIR (AS OF 07/24) Trustee or director, Officer | 2 | $0 | $0 |
| PETER CARR | VICE CHAIR (AS OF 07/24) Trustee or director, Officer | 2 | $0 | $0 |
| MOLLY COOK | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KATIE UMILE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JON PAYSON | ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MEGHANN CARROLL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CATHERINE CREIGHTON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| COURTNEY COWAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGES DYER | TRUSTEE Trustee or director | 2 | $0 |
| TREY EPPES | TRUSTEE Trustee or director | 2 | $0 |
| RENEE GOSLINE | TRUSTEE Trustee or director | 2 | $0 |
| TED JOHNSON | TRUSTEE Trustee or director | 2 | $0 |
| WILLIAM MCCONNEL IV | TRUSTEE Trustee or director | 2 | $0 |
| CHESSYE MOSELEY | TRUSTEE Trustee or director | 2 | $0 |
| QI OTT | TRUSTEE Trustee or director | 2 | $0 |
| BRETT PERRYMAN | TRUSTEE Trustee or director | 2 | $0 |
| NICOLE PLANTE | TRUSTEE Trustee or director | 2 | $0 |
| GEORGIA REATH | TRUSTEE Trustee or director | 2 | $0 |
| GINA WEISHAUPT | TRUSTEE Trustee or director | 2 | $0 |
| PETER WERNAU | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN BARTLETT | HEAD OF SCHOOL Officer | 40 | $301,616 | $49,320 |
| DAVID SAMSON | HEAD OF UPPER SCHOOL Highest-paid employee | 40 | $116,347 | $78,056 |
| LETITIA L HOWLAND | CHIEF FINANCIAL OFFICER Officer | 40 | $165,214 | $22,327 |
| STACEY WRIGHT | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $137,514 | $44,423 |
| GINA MARCEL | HEAD OF LOWER SCHOOL Highest-paid employee | 40 | $120,064 | $40,652 |
| NANCY Y EVANS | FORMER INTERIM HEAD OF SCHOOL Former | 0 | $159,179 | $0 |
| LINDSAY MURPHY | DIRECTOR OF ADMISSIONS Highest-paid employee | 40 | $129,005 | $26,262 |
| DAVID SAUNDERS | DIRECTOR OF INNOVATION, CHANGEMAKING, AND TECH ADV Highest-paid employee | 40 | $117,128 | $37,393 |
| KIRA FABRIZIO | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GAVIN MCGRATH | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KATIE UMILE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JON PAYSON | ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MOLLY COOK | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| PETER CARR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MEGHANN CARROLL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CATHERINE CREIGHTON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GEORGES DYER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TREY EPPES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK ANTHONY HUNTER | OUTGOING TRUSTEE Trustee or director | 2 | $0 | $0 |
| TED JOHNSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WILLIAM MCCONNEL IV | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHESSYE MOSELEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| QI OTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRETT PERRYMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NICOLE PLANTE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MALCOLM DE SIEYES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GINA WEISHAUPT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PETER WERNAU | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN BARTLETT | HEAD OF SCHOOL Officer | 40 | $270,681 | $50,857 |
| DAVID SAMSON | HEAD OF UPPER SCHOOL Highest-paid employee | 40 | $114,415 | $75,665 |
| LETITIA L HOWLAND | DIRECTOR OF FINANCE AND OPERATIONS Officer | 40 | $162,239 | $21,919 |
| STACEY WRIGHT | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $132,503 | $41,672 |
| LINDSAY MURPHY | DIRECTOR OF ADMISSIONS Highest-paid employee | 40 | $127,624 | $37,696 |
| DOUGLAS FODEMAN | DIRECTOR OF TECH/DIRECTOR Highest-paid employee | 40 | $127,121 | $22,777 |
| LOUISE JOHNSON | TEACHER Highest-paid employee | 40 | $117,707 | $16,951 |
| KIRA FABRIZIO | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KATY LANGHORST | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GAVIN MCGRATH | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MEGHANN CARROLL | ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MOLLY COOK | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| PETER CARR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| FAITH EMERSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK ANTHONY HUNTER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TED JOHNSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHESSYE MOSELEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JON PAYSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRETT PERRYMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NICOLE PLANTE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RACHEL ROSENFELDT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ARTHUR STEINERT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATIE UMILE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GINA WEISHAUPT | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 BROOKWOOD RD, MANCHESTER, MA 01944-1466
- In care of
- % KACEY DESMOND
- Principal officer (990 for 2024)
- JONATHAN BARTLETT, 1 BROOKWOOD ROAD, MANCHESTER, MA 01944
- Signed the 990
- JONATHAN BARTLETT, HEAD OF SCHOOL
- Phone
- (978) 526-4500
- Website
- WWW.BROOKWOOD.EDU
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
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.
Program accomplishments
- 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.Expenses $11,498,211 · grants $1,633,525 · revenue $12,516,203
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
- 04-2227413
- 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
- 1958
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B240)
- Assets (IRS master file)
- $38,437,857
- Income (IRS master file)
- $15,699,478
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $14,659,771 | $14,847,977 | $38,437,857 | IRS |
| 990 | June 2024 | $13,664,173 | $14,545,553 | $36,574,042 | IRS |
| 990 | June 2023 | $12,159,227 | $12,669,087 | $29,447,979 | XML |
| 990 | June 2022 | $11,857,598 | $11,973,682 | $29,699,291 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 04-2227413).
Questions about BROOKWOOD SCHOOL INCORPORATED
- What is the EIN of BROOKWOOD SCHOOL INCORPORATED?
- The employer identification number (EIN) of BROOKWOOD SCHOOL INCORPORATED is 04-2227413.
- Is BROOKWOOD SCHOOL INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to BROOKWOOD SCHOOL INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BROOKWOOD SCHOOL INCORPORATED 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 BROOKWOOD SCHOOL INCORPORATED 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 BROOKWOOD SCHOOL INCORPORATED 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 BROOKWOOD SCHOOL INCORPORATED?
- The 990 for the year ended June 30, 2025 names JONATHAN BARTLETT.
- Who are the officers and directors of BROOKWOOD SCHOOL INCORPORATED?
- The 990 for the year ended June 30, 2025 lists 27 people; 7 received compensation from the organization, the highest $289,474 (JONATHAN R BARTLETT, HEAD OF SCHOOL).
- How much revenue does BROOKWOOD SCHOOL INCORPORATED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $14,659,771, expenses of $14,847,977 and total assets of $38,437,857 at year end.
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