Brooksfield School INC FY2023 filing

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Private education - montessori School dedicated to providing a loving, stimulating and creative environment with a focus on the arts.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$658K 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

FY2023 · 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 4
filings with a surplus
Average surplus $94K a year · 3% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$658K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
8 mo
of spending, in cash
Looks good: 8.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $8K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.7M
65% of total assets
Fine: liabilities are 65% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
2
of 5 voting members
Worth a look: 2 of 5 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.5M
+32% vs prior year
Spent
$3.7M
To programs
73%
Net assets
$918K
By yearFY2021–FY2025
Revenue
$3.5M
FY2023▲ +32%
Tap a bar for its year
Revenue by fiscal year
FY2021$2.6M
FY2023$3.5M
FY2024$3.9M
FY2025$4.9M
Expenses
$3.7M
FY2023▲ +38%
Tap a bar for its year
Expenses by fiscal year
FY2021$2.7M
FY2023$3.7M
FY2024$3.9M
FY2025$4.3M
Net assets
$918K
FY2023▲ +199%
Tap a bar for its year
Net assets by fiscal year
FY2021$307K
FY2023$918K
FY2024$956K
FY2025$1.6M

From the FY2023 Form 990 (year ending August 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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 Aug 1988.

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

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $2.7M Management & general 27% · $994K

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

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Who runs it and what they're paid

7 people listed on the 990; $658K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$270,715Pt VII · Sec A
$139,000Pt VII · Sec A
Director of Admissions
$133,500Pt VII · Sec A
Assistant Director
$114,551Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2021
Mary Anne Duffus$296,000$289,500$270,715$212,124
Caroline Cooney$151,000$136,500$139,000$118,854
Sarah Krawchuck$145,500$138,500$133,500—
Katherine Beasley$125,417$120,000$114,551—

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 Brooksfield School INC executive salaries →

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers a loving, stimulating, and creative Montessori education with an arts focus.

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1 program · $2.7M · in their own filed words · FY2022
01

Educational Programs

The brooksfield school provides education for toddlers age children to the third grade elementary school age children totaling approximately 130 to 150 students. The programs include extended day programs and a summer school learning activity for children within the enrollment age.

$2.7Mprogram 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
Total grants receivedfrom 1 funder$8K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$3.5M
Ln 12
Fees for servicesLn 2g$3.3M
Gifts and grantsLn 1h$112K
Investment incomeLn 3$57K
Money outPt IX
$3.7M
Ln 25
Programscol B$2.7M
Managementcol C$994K
Owns and owesPt X
$918K
net assets · Ln 32
Cash and savingsLn 1–2$2.5M
Total assetsLn 16$2.6M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
7
listed · VII A
PaidVII A4
Voting boardVI 1a5
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$112K
Fees for servicesLn 2g$3.3M
Investment incomeLn 3$57K
Other incomeLn 4–11$2K
Total revenueLn 12$3.5M
Assets in detailPt X, end of year
CashLn 1$2.4M
SavingsLn 2$38K
Cash and savings togetherLn 1–2$2.5M
Land, buildings, equipmentLn 10c$97K
Other assetsLn 15$1K
Total assetsLn 16$2.6M
LiabilitiesLn 26$1.7M
Net assetsLn 32$918K
OperationsPt I, VI
EmployeesI 542
VolunteersI 60
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$2.5M$2.5M
Land, buildings, equipmentLn 10c$124K$97K
Total assetsLn 16$2.6M$2.6M
LiabilitiesLn 26$1.5M$1.7M
Net assetsLn 32$1.1M$918K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$658K$480K$178K
Other salaries and wagesLn 7$1.7M$1.3M$467K
Pension plan contributionsLn 8$30K$22K$8K
Other employee benefitsLn 9$90K$66K$24K
Payroll taxesLn 10$173K$126K$47K
Accounting feesLn 11c$97K$71K$26K
Other fees for servicesLn 11g$12K$9K$3K
Advertising and promotionLn 12$86K$63K$23K
Office expensesLn 13$437K$319K$118K
Information technologyLn 14$19K$14K$5K
OccupancyLn 16$195K$143K$53K
TravelLn 17$229$167$62
Depreciation, depletion and amortizationLn 22$42K$31K$11K
InsuranceLn 23$54K$40K$15K
Other expenses (24a–d)Ln 24$57K$41K$15K
All other expensesLn 24e$1K$804$297
Total functional expensesLn 25$3.7M$2.7M$994K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jan 14, 2026 $4.9M$4.3M$615K$1.6M 990 PDF
FY2024Filed with the IRS Jan 15, 2025 $3.9M$3.9M$38K$956K 990 PDF
FY2023 ViewingFiled with the IRS Jan 22, 2024 $3.5M$3.7M−$229K$918K 990 PDF
FY2022 Not on file
FY2021Filed with the IRS Jan 10, 2022 $2.6M$2.7M−$48K$307K 990 PDF

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 FY2023 990 (6 parts)
Part I · Summary $3,453,814 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $998,779$111,858
I-9 Program service revenuePrior year $3,061,914$3,282,745
I-10 Investment incomePrior year $9,823$57,294
I-11 Other revenuePrior year $210$1,917
I-12 Total revenuePrior year $4,070,726$3,453,814
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 $2,367,289$2,681,891
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $863,109$1,001,375
I-18 Total expensesPrior year $3,230,398$3,683,266
I-19 Revenue less expensesPrior year $840,328−$229,452
Part VI · Governance 2 of 5 board members independent, 2 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members2
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,453,814 across 6 lines filed
VIII-1f All other contributions, gifts and grants$111,858
VIII-1h Total contributions, gifts and grants$111,858
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,282,745$3,282,745
VIII-3 Investment incomeExcluded from tax $57,294$57,294
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,917$1,917
VIII-12 Total revenueRelated to mission $3,282,745 · Unrelated business $0 · Excluded from tax $59,211$3,453,814
Part IX · Statement of functional expenses $3,683,266 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $480,315 · Management $177,650$657,965
IX-7 Other salaries and wagesPrograms $1,263,563 · Management $467,345$1,730,908
IX-8 Pension plan contributionsPrograms $21,882 · Management $8,093$29,975
IX-9 Other employee benefitsPrograms $66,017 · Management $24,417$90,434
IX-10 Payroll taxesPrograms $126,005 · Management $46,604$172,609
IX-11c Accounting feesPrograms $71,088 · Management $26,293$97,381
IX-11g Other fees for servicesPrograms $8,517 · Management $3,150$11,667
IX-12 Advertising and promotionPrograms $62,727 · Management $23,201$85,928
IX-13 Office expensesPrograms $319,264 · Management $118,084$437,348
IX-14 Information technologyPrograms $14,106 · Management $5,217$19,323
IX-16 OccupancyPrograms $142,613 · Management $52,747$195,360
IX-17 TravelPrograms $167 · Management $62$229
IX-22 Depreciation, depletion and amortizationPrograms $30,680 · Management $11,348$42,028
IX-23 InsurancePrograms $39,713 · Management $14,688$54,401
IX-24 Other expenses (24a–d)Programs $41,324 · Management $15,285$56,609
IX-24e All other expensesPrograms $804 · Management $297$1,101
IX-25 Total functional expensesPrograms $2,688,785 · Management $994,481 · Fundraising $0$3,683,266
Part X · Balance sheet $2,604,393 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $1,510,347$2,442,938
X-2 Savings and temporary cash investmentsStart of year $960,002$38,133
X-9 Prepaid expenses and deferred chargesStart of year $25,580$25,580
X-10c Land, buildings and equipment, netStart of year $123,747$96,742
X-15 Other assetsStart of year $1,000$1,000
X-16 Total assetsStart of year $2,620,676$2,604,393
X-18 Grants payableStart of year $2,457$2,457
X-19 Deferred revenueStart of year $1,424,042$1,634,861
X-25 Other liabilitiesStart of year $46,653$49,003
X-26 Total liabilitiesStart of year $1,473,152$1,686,321
X-27 Net assets without donor restrictionsStart of year $1,147,524$918,072
X-32 Total net assets or fund balancesStart of year $1,147,524$918,072
X-33 Total liabilities and net assetsStart of year $2,620,676$2,604,393
Part XI · Reconciliation of net assets $918,072 net assets at year end
XI-1 Total revenue$3,453,814
XI-2 Total expenses$3,683,266
XI-3 Revenue less expenses−$229,452
XI-4 Net assets at start of year$1,147,524
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$918,072

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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