philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Broccoli Hall INC FY2024 filing

Tax-deductible

Sudbury, MA501(c)(3)Since 1997Education EIN 04-3379875Revenue $1.8M in FY2024

On file with the IRSbroccolihall.org142 North Road, 01776-1142 · Sudbury, MATax-exempt since Dec 1997School — 170(b)(1)(A)(ii)

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

Corwin-russell school at Broccoli Hall has a single goal. Rooted in the latin "educare," we define ourselves as leading students to discover and develop the best in themselves: academically, creatively, socially, personally. In an environment centered in connectedness, we engage students in their own progress, and force them to believe in their futures. Through involvement in thinking, learning, communicating and evaluating, we build resourcefulness and self-responsibility. Through an uncommon depth of caring, we instill the confidence to risk unlocking interests, talents, academic and personal potential. We set each student on the road to discovering his or her true value.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$279K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $95K a year · 4% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$279K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.7 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $37K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$461K
86% of total assets
Concern: liabilities are 86% of assets; over 80%.
Pt X · Ln 26
Independent board members
9
of 10 voting members
Looks good: 9 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
-37% vs prior year
Spent
$2.3M
To programs
88%
Net assets
$78K
By yearFY2020–FY2025
Revenue
$1.8M
FY2024▼ -37%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.5M
FY2021$2.9M
FY2022$3.3M
FY2023$2.8M
FY2024$1.8M
FY2025$2.3M
Expenses
$2.3M
FY2024▼ -24%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.5M
FY2021$2.8M
FY2022$3.2M
FY2023$3.0M
FY2024$2.3M
FY2025$2.4M
Net assets
$78K
FY2024▼ -87%
Tap a bar for its year
Net assets by fiscal year
FY2020$598K
FY2021$732K
FY2022$785K
FY2023$579K
FY2024$78K
FY2025$16K

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $2.0M Management & general 12% · $282K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

11 people listed on the 990; $279K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Jane-Elisabeth E Jakuc
Pres./Head of School/Teach
$155,000Pt VII · Sec A
Daniel O'Hara
Counselor
$117,672Pt VII · Sec A
April Prewitt
Board Member/Consultant
$4,200Pt VII · Sec A
Alexandria Matossian
Board Member/Consultant
$2,500Pt VII · Sec A
Bob Thurston
Board Member
$0Pt VII · Sec A
Larry Weathers
Board Member
$0Pt VII · Sec A
Lisa Menelly
Board Member
$0Pt VII · Sec A
Louisa Wilking
Board Member
$0Pt VII · Sec A

Jane-Elisabeth E Jakuc’s $155K as Pres./Head of School/Teach is at the 67th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jane-Elisabeth E Jakuc$155,000$155,000$164,750$154,250$144,000$145,667
Daniel O'Hara$135,581$117,672$146,422$139,473——
Daniel Ohara————$121,684$121,031
Jake O'Hara——$108,250———
Jake Ohara————$102,391—
April Prewitt—$4,200$9,450———
Alexandria Matossian$1,100$2,500$800———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Broccoli Hall INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides educational resources and support to students and educators.

Questions for Broccoli Hall INC

Tap to ask. Broccoli Hall INC sees how many people are interested.

Your first name shows with your question. Broccoli Hall INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $2.0M · in their own filed words · FY2023
01

Broccoli hall, inc., D/B/A the corwin-russell school, is a co-ed college preparatory school currently licensed for 47 exceptionally bright students whose performance in school is not in keeping with their extraordinary potential.

$2.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Fidelity Investments Charitable Gift FundFY2024$20K
Givinga Foundation INCFY2024$12K
Doe Family FoundationFY2024$5K
Total grants receivedfrom 3 funders$37K
See all 3 funders →

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.8M
Ln 12
Fees for servicesLn 2g$1.7M
Gifts and grantsLn 1h$106K
Investment incomeLn 3$42
Money outPt IX
$2.3M
Ln 25
Programscol B$2.0M
Managementcol C$282K
Owns and owesPt X
$78K
net assets · Ln 32
Cash and savingsLn 1–2$141K
Total assetsLn 16$539K
LiabilitiesLn 26$461K
PeoplePt VI, VII
11
listed · VII A
PaidVII A4
Voting boardVI 1a10
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$106K
Fees for servicesLn 2g$1.7M
Investment incomeLn 3$42
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
SavingsLn 2$141K
Cash and savings togetherLn 1–2$141K
Land, buildings, equipmentLn 10c$96K
Other assetsLn 15$204K
Total assetsLn 16$539K
LiabilitiesLn 26$461K
Net assetsLn 32$78K
OperationsPt I, VI
EmployeesI 522
VolunteersI 620
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$327K$141K
Land, buildings, equipmentLn 10c$101K$96K
Total assetsLn 16$1.3M$539K
LiabilitiesLn 26$769K$461K
Net assetsLn 32$579K$78K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$151K$151K
Other salaries and wagesLn 7$897K$897K
Other employee benefitsLn 9$203K$203K
Payroll taxesLn 10$94K$94K
Management feesLn 11a$55K$55K
Legal feesLn 11b$18K$18K
Accounting feesLn 11c$140K$140K
Other fees for servicesLn 11g$84K$84K
Office expensesLn 13$105K$100K$4K
OccupancyLn 16$385K$362K$24K
TravelLn 17$11K$11K
InterestLn 20$3K$3K
Depreciation, depletion and amortizationLn 22$14K$14K$717
InsuranceLn 23$43K$38K$6K
Other expenses (24a–d)Ln 24$62K$31K$31K
All other expensesLn 24e$5K$4K$963
Total functional expensesLn 25$2.3M$2.0M$282K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.3M$2.4M−$62K$16K 990 PDF
FY2024 Viewing $1.8M$2.3M−$501K$78K 990 PDF
FY2023 $2.8M$3.0M−$158K$579K 990 PDF
FY2022 $3.3M$3.2M$53K$785K 990 PDF
FY2021 $2.9M$2.8M$134K$732K 990 PDF
FY2020 $2.5M$2.5M−$34K$598K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,768,471 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $534,303$106,175
I-9 Program service revenuePrior year $2,281,147$1,662,254
I-10 Investment incomePrior year $46$42
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $2,815,496$1,768,471
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,921,207$1,344,338
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,051,989$925,052
I-18 Total expensesPrior year $2,973,196$2,269,390
I-19 Revenue less expensesPrior year −$157,700−$500,919
Part VI · Governance 9 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,768,471 across 5 lines filed
VIII-1f All other contributions, gifts and grants$106,175
VIII-1h Total contributions, gifts and grants$106,175
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,662,254$1,662,254
VIII-3 Investment incomeExcluded from tax $42$42
VIII-12 Total revenueRelated to mission $1,662,254 · Unrelated business $0 · Excluded from tax $42$1,768,471
Part IX · Statement of functional expenses $2,269,390 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $150,849$150,849
IX-7 Other salaries and wagesPrograms $896,845$896,845
IX-9 Other employee benefitsPrograms $202,798$202,798
IX-10 Payroll taxesPrograms $93,846$93,846
IX-11a Management feesManagement $54,600$54,600
IX-11b Legal feesManagement $17,900$17,900
IX-11c Accounting feesManagement $140,438$140,438
IX-11g Other fees for servicesPrograms $84,250$84,250
IX-13 Office expensesPrograms $100,474 · Management $4,285$104,759
IX-16 OccupancyPrograms $361,508 · Management $23,511$385,019
IX-17 TravelPrograms $10,875$10,875
IX-20 InterestManagement $2,715$2,715
IX-22 Depreciation, depletion and amortizationPrograms $13,631 · Management $717$14,348
IX-23 InsurancePrograms $37,511 · Management $5,749$43,260
IX-24 Other expenses (24a–d)Programs $30,791 · Management $31,282$62,073
IX-24e All other expensesPrograms $3,852 · Management $963$4,815
IX-25 Total functional expensesPrograms $1,987,230 · Management $282,160 · Fundraising $0$2,269,390
Part X · Balance sheet $538,511 assets, 15 lines filed
X-2 Savings and temporary cash investmentsStart of year $327,323$140,843
X-3 Pledges and grants receivableStart of year $30,000$0
X-4 Accounts receivableStart of year $72,256$75,278
X-9 Prepaid expenses and deferred chargesStart of year $21,988$22,513
X-10c Land, buildings and equipment, netStart of year $100,692$95,944
X-15 Other assetsStart of year $795,148$203,933
X-16 Total assetsStart of year $1,347,407$538,511
X-17 Accounts payable and accrued expensesStart of year $99,923$148,263
X-19 Deferred revenueStart of year $240,001$134,000
X-25 Other liabilitiesStart of year $428,729$178,413
X-26 Total liabilitiesStart of year $768,653$460,676
X-27 Net assets without donor restrictionsStart of year $475,245−$5,331
X-28 Net assets with donor restrictionsStart of year $103,509$83,166
X-32 Total net assets or fund balancesStart of year $578,754$77,835
X-33 Total liabilities and net assetsStart of year $1,347,407$538,511
Part XI · Reconciliation of net assets $77,835 net assets at year end
XI-1 Total revenue$1,768,471
XI-2 Total expenses$2,269,390
XI-3 Revenue less expenses−$500,919
XI-4 Net assets at start of year$578,754
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$77,835

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.