Civic Intelligence

Brooke School Foundation Inc

990 • Fiscal year 2013 • EIN 30-0015324

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 06, 2014

Organization ProfileWWW.EBROOKE.ORG
190 Cummins Hwy02131
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.75x

Higher debt load relative to assets than 84% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

99th percentile

347%

Faster asset growth than 99% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$28,836,516

Up $22,380,819 (+347%) from 2012

Net Assets

Up

$7,209,033

Up $4,525,645 (+169%) from 2012

Liabilities

Up

$21,627,483

Up $17,855,174 (+473%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,200,439

Up $1,021,378 (+570%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $5,053,512Liabilities 2011: $3,910,811Net Assets 2011: $1,142,7012011Assets 2012: $6,455,697Liabilities 2012: $3,772,309Net Assets 2012: $2,683,3882012Assets 2013: $28,836,516Liabilities 2013: $21,627,483Net Assets 2013: $7,209,0332013Assets 2014: $31,063,222Liabilities 2014: $21,397,158Net Assets 2014: $9,666,0642014Assets 2015: $30,311,511Liabilities 2015: $18,626,044Net Assets 2015: $11,685,4672015Assets 2016: $26,469,291Liabilities 2016: $13,944,922Net Assets 2016: $12,524,3692016Assets 2017: $32,028,520Liabilities 2017: $15,057,606Net Assets 2017: $16,970,9142017Assets 2018: $34,101,916Liabilities 2018: $13,252,123Net Assets 2018: $20,849,7932018Assets 2019: $33,097,794Liabilities 2019: $12,142,567Net Assets 2019: $20,955,2272019Assets 2020: $31,722,830Liabilities 2020: $9,292,314Net Assets 2020: $22,430,5162020Assets 2021: $33,923,929Liabilities 2021: $7,597,859Net Assets 2021: $26,326,0702021Assets 2022: $40,538,327Liabilities 2022: $12,672,531Net Assets 2022: $27,865,7962022Assets 2023: $44,820,601Liabilities 2023: $8,044,530Net Assets 2023: $36,776,0712023Assets 2024: $48,267,783Liabilities 2024: $7,856,430Net Assets 2024: $40,411,3532024Assets 2025: $49,005,897Liabilities 2025: $6,114,654Net Assets 2025: $42,891,2432025

Highlighted filing

2013

Assets$28,836,516
Liabilities$21,627,483
Net Assets$7,209,033
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0Expenses 2011: $119,0182011Expenses 2012: $179,0612012Expenses 2013: $1,200,4392013Revenue 2014: $4,813,750Expenses 2014: $2,356,719Net Income 2014: $2,457,0312014Revenue 2015: $3,569,727Expenses 2015: $1,550,324Net Income 2015: $2,019,4032015Revenue 2016: $2,972,255Expenses 2016: $2,133,353Net Income 2016: $838,9022016Revenue 2017: $7,187,368Expenses 2017: $2,740,823Net Income 2017: $4,446,5452017Revenue 2018: $8,077,489Expenses 2018: $4,198,610Net Income 2018: $3,878,8792018Revenue 2019: $4,208,975Expenses 2019: $4,103,541Net Income 2019: $105,4342019Revenue 2020: $4,112,494Expenses 2020: $2,543,843Net Income 2020: $1,568,6512020Revenue 2021: $4,066,404Expenses 2021: $1,897,989Net Income 2021: $2,168,4152021Revenue 2022: $3,752,035Expenses 2022: $1,128,871Net Income 2022: $2,623,1642022Revenue 2023: $10,159,296Expenses 2023: $1,244,359Net Income 2023: $8,914,9372023Revenue 2024: $4,798,367Expenses 2024: $1,412,708Net Income 2024: $3,385,6592024Revenue 2025: $3,688,205Expenses 2025: $1,666,668Net Income 2025: $2,021,5372025

Highlighted filing

2013

Revenue-
Expenses$1,200,439
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 6, 2014
Return Version
2012v2.1
Gross Receipts
$1,952,267
Mission and Program Overview

Mission

The mission of the brooke school foundation is the enhancement of educational opportunities for children in the boston area, specifically promoting the financial well being of the brooke charter schools.

Filing and Contact Details

Filer

EIN
30-0015324
Raw XML Appendix385 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/FactsAndCircumstancesTest0THE BROOKE SCHOOL FOUNDATION (THE FOUNDATION) HAS FAILED THE INITIAL 33% PUBLIC SUPPORT TEST FROM SCHEDULE A. HOWEVER, THE FOUNDATION NORMALLY RECEIVES A SUBSTANTIAL AMOUNT OF ITS TOTAL SUPPORT FROM THE GENERAL PUBLIC. THIS AMOUNT EXCEEDS 10% OF THE FOUNDATION'S TOTAL SUPPORT. THE FOUNDATION HAS BEEN IN EXISTENCE SINCE 2003. THE FOUNDATION SUPPORTS THE WELL-BEING OF THE BROOKE CHARTER SCHOOLS (THE SCHOOLS). THE SCHOOLS ARE PUBLIC SCHOOLS OPERATED UNDER A CHARTER GRANTED BY THE COMMONWEALTH OF MASSACHUSETTS.THE PUBLIC SUPPORT OF THE FOUNDATION ALLOWS THE SCHOOLS TO PROVIDE AN ACADEMICALLY RIGOROUS PUBLIC EDUCATION TO STUDENTS FROM THE CITY OF BOSTON THAT WILL ENSURE THEY ARE PREPARED TO ATTEND AND SUCCEED IN COLLEGE. THE FOUNDATION ACTIVLY SOLICITS FUNDS FROM A LARGE RANGE OF INDIVIDUALS AND FOUNDATIONS. THE GOVERNING BOARD OF THE FOUNDATION IS COMPRISED OF MEMBERS OF THE ACADEMIC COMMUNITY AND ARE NOT REPRESENTATIVES OF THE FUNDERS.BASED ON THE ABOVE DESCRIPTION OF THE FOUNDATION AND THE SCHOOLS' PROGRAMS, ITS FUNDING, FUNDRAISING EFFORTS AND ITS BOARD MEMBERS, THE FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION WHOSE MISSION BENEFITS THE GENERAL PUBLIC AND IS CARRIED OUT THROUGH SUPPORT FROM THE GENERAL PUBLIC.
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IRS990ScheduleO/GeneralExplanation/Explanation0TWO OF THE BOARD MEMBERS, JON CLARK AND KIMBERLY STEADMAN, ARE MARRIED.
IRS990ScheduleO/GeneralExplanation/Explanation1THE TREASURER AND CLERK OF THE BOARD OF TRUSTEES REVIEW AND APPROVE THE FORM 990 BEFORE FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2MEMBERS OF THE BOARD OF TRUSTEES MUST VERBALLY ASSERT THAT THEY ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/GeneralExplanation/Explanation3THE FOUNDATION IS INCLUDED IN THE ANNUAL AUDIT OF THE BROOKE CHARTER SCHOOLS' AUDIT FILED WITH COMMONWEALTH OF MASSACHUSETTS AND IS AVAILABLE UPON REQUEST. OTHER GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4FORGIVENESS OF DEBT 1,025,545. TRANSFER OF BONDS PAYABLE 2,784,655.
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IRS990/TotalRevenueCurrentYear01915884
IRS990/TotalRevenue/ExclusionAmount0967424
IRS990/TotalRevenuePriorYear01719748
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn01915884
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY01115888
IRS990/UnrestrictedNetAssets/EOY05721533
IRS990/UponRequest0X
IRS990/WebSite0WWW.EBROOKE.ORG
IRS990/WhistleblowerPolicy01
IRS990/YearFormation02003
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0300015324
ReturnHeader/Filer/Name/BusinessNameLine10BROOKE SCHOOL FOUNDATION INC
ReturnHeader/Filer/NameControl0BROO
ReturnHeader/Filer/Phone06173257977
ReturnHeader/Filer/USAddress/AddressLine10190 CUMMINS HWY
ReturnHeader/Filer/USAddress/City0ROSLINDALE
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002131
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-02-06
ReturnHeader/Officer/Name0JON CLARK
ReturnHeader/Officer/Phone06175222766
ReturnHeader/Officer/Title0CLERK
ReturnHeader/Preparer/DatePrepared02014-02-06
ReturnHeader/PreparerFirm/EIN0042571780
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ALEXANDER ARONSON FINNING & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1021 EAST MAIN STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WESTBORO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001581
ReturnHeader/Preparer/Name0JOHN BUCKLEY CPA
ReturnHeader/Preparer/Phone05083669100
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-06T13:53:01-06:00

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$28,836,516
Liabilities
$21,627,483
Net assets
$7,209,033
Revenue
-
Expenses
$1,200,439
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$49.0$6.11$42.9$3.69$1.67$2.02
2024Detailed filing. Detailed filing data is available for this year.$48.3$7.86$40.4$4.80$1.41$3.39
2023Detailed filing. Detailed filing data is available for this year.$44.8$8.04$36.8$10.2$1.24$8.91
2022Detailed filing. Detailed filing data is available for this year.$40.5$12.7$27.9$3.75$1.13$2.62
2021Detailed filing. Detailed filing data is available for this year.$33.9$7.60$26.3$4.07$1.90$2.17
2020Detailed filing. Detailed filing data is available for this year.$31.7$9.29$22.4$4.11$2.54$1.57
2019Detailed filing. Detailed filing data is available for this year.$33.1$12.1$21.0$4.21$4.10$0.11
2018Detailed filing. Detailed filing data is available for this year.$34.1$13.3$20.8$8.08$4.20$3.88
2017Detailed filing. Detailed filing data is available for this year.$32.0$15.1$17.0$7.19$2.74$4.45
2016Detailed filing. Detailed filing data is available for this year.$26.5$13.9$12.5$2.97$2.13$0.84
2015Detailed filing. Detailed filing data is available for this year.$30.3$18.6$11.7$3.57$1.55$2.02
2014Detailed filing. Detailed filing data is available for this year.$31.1$21.4$9.67$4.81$2.36$2.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$21.6$7.21$1.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.46$3.77$2.68$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$3.91$1.14$0.12