2026-05-12T15:11:13+00:00 2025-06-30 440160260 Forvis Mazars LLP 135 West 50th Street New York NY 10020 990 2024-07-01 455288724 ST LUKE'S SCHOOL STLU 2129245960 487 HUDSON STREET NEW YORK NY 10014 TRACY FEDONCHIK Head Of School 2129245960 2026-05-12 true Lauren Denton P01571860 2128127000 2026-05-12 2024 2025-03-06 01:10:19Z TRACY FEDONCHIK 487 HUDSON STREET NEW YORK NY 10014 40095460 false X WWW.STLUKESCHOOL.ORG X 2012 NY A COEDUCATIONAL EPISCOPAL DAY SCHOOL, PRESCHOOL THROUGH EIGHTH GRADE, FOR STUDENTS OF ALL FAITHS. 21 20 137 75 0 1627877 3118343 21555182 23125563 558605 372397 302627 150983 24044291 26767286 3379403 3954076 0 12326729 12841996 0 845028 9195814 9608822 24901946 26404894 -857655 362392 82538693 81487819 53482316 51351256 29056377 30136563 SEE SCHEDULE O false false 19934973 3954076 23125563 THE SCHOOL PROVIDED A CONTINUOUS EDUCATION PROGRAM FOR BOYS AND GIRLS FROM PRESCHOOL THROUGH EIGHTH GRADE. THE SCHOOL PROVIDED EDUCATION TO 357 STUDENTS IN THE CURRENT SCHOOL YEAR. 19934973 true true false false false false false false false true true false false true true false true false true false false false false false true false false false true true false false false false false false false false false false true false false false false false false false false false true 88 0 true 137 true false false false false false true true false false false false false false X 21 20 false false false false false false false true true false false false true true true true true false true false false false NY X SHEILA SHELDON 2129245960 487 HUDSON ST NEW YORK NY 10014 CATHERINE CORRY VICE CHAIR 1.0 X X 0 0 0 NIKISHA FERGUSON-ARNOLD CHAIR 1.0 X X 0 0 0 REBECCA MORSE SECRETARY 1.0 X X 0 0 0 SARAH JOHNSON TREASURER 1.0 X X 0 0 0 TRACY FEDONCHIK HEAD OF SCHOOL 40.0 X X 394380 0 59522 WES POWELL VICE CHAIR 1.0 X X 0 0 0 YELIN SONG VICE CHAIR 1.0 X X 0 0 0 APRIL KRISHNAN TRUSTEE 1.0 X 0 0 0 ASHLEY KADAKIA TRUSTEE 1.0 X 0 0 0 DANNY KARPF TRUSTEE 1.0 X 0 0 0 ELIZABETH DAL PIAZ TRUSTEE 1.0 X 0 0 0 ELLA GEORGIADES TRUSTEE 1.0 X 0 0 0 JEANNE OH TRUSTEE 1.0 X 0 0 0 JOSH CLARK TRUSTEE 1.0 X 0 0 0 MICHAEL CUDNEY TRUSTEE 1.0 X 0 0 0 MONICA ELLIS TRUSTEE 1.0 X 0 0 0 NAKISO MAODZA TRUSTEE 1.0 X 0 0 0 REVE CAROLINE STACEY TRUSTEE 1.0 X 0 0 0 ROGER ARCHER TRUSTEE 1.0 X 0 0 0 SAM JORDAN TRUSTEE 1.0 X 0 0 0 SHELLI MILKS TRUSTEE 1.0 X 0 0 0 AYESHA LONG Chief Diversity, Equity and Inclusion Officer 40.0 X 177502 0 19722 PEGGY CHEN CHIEF COMMUNITY OFFICER 40.0 X 192507 0 26365 SHEILA SHELDON CFO & COO 40.0 X 255746 0 9496 SUSAN HARRIOT CHIEF ADMISSIONS & ENROLLMENT 40.0 X 183644 0 54886 ALICIA HOWARD ASSISTANT HEAD OF UPPER SCHOOL 40.0 X 152842 0 35006 AMALIA FRANCISCO HEAD OF UPPER SCHOOL 40.0 X 197806 0 9496 JOSEPH WOOD DEAN OF STUDENT LIFE 40.0 X 135273 0 50049 KARINA OTOYA-KNAPP HEAD OF LOWER SCHOOL 40.0 X 199416 0 34678 LAURIE MAHER-SAMRA DIRECTOR OF LEARNING SERVICES 40.0 X 178069 0 22851 W BARTON BALDWIN JR Head of School (Through 06/2023) 1.0 X 68819 0 16378 2136004 0 338449 38 true true false THE CHURCH OF ST LUKE IN THE FIELDS 487 HUDSON STREET NEW YORK NY 10014 RENT 1133248 SPK LEWIS CONSTRUCTION LLC 35 W36TH STREET SUITE 5E NEW YORK NY 10018 CONSTRUCTION 637562 2 260479 1386192 1471672 153154 3118343 STUDENT TUITION AND FEES 611110 21795612 21795612 AFTER-SCHOOL FEES 611110 1119564 1119564 AUXILIARY FEES 611110 210387 210387 0 0 0 0 23125563 372556 372556 224433 224433 0 224433 224433 13209078 13209237 -159 0 -159 -159 15625 260479 118937 -103312 -103312 MISCELLANEOUS 900099 29862 29862 0 0 0 0 29862 26767286 23125563 0 523380 3954076 3954076 1456288 162587 1222718 70983 8862517 6516006 2056306 290205 490242 360715 114572 14955 1257214 997854 242301 17059 775735 508169 240625 26941 44620 44620 51450 51450 23715 23715 1424533 805199 613645 5689 1331819 727050 374528 230241 276679 70355 184245 22079 2785599 2686419 74813 24367 373936 244958 115991 12987 263584 254199 7079 2306 1917337 1849072 51493 16772 185553 63538 120392 1623 LUNCH PROGRAM 748616 733201 12868 2547 MISCELLANEOUS 181381 1575 73532 106274 0 0 0 0 26404894 19934973 5624893 845028 269033 437497 6180435 6054634 221027 1421158 205582 47522 0 0 0 0 0 0 0 0 374153 216131 44258196 11806586 32812494 32451610 10614119 9496814 0 0 0 0 31861850 31362453 82538693 81487819 2645433 2710371 0 0 3727119 3941885 0 0 0 0 0 0 6900000 4360000 0 0 40209764 40339000 53482316 51351256 X 25838854 26821076 3217523 3315487 29056377 30136563 82538693 81487819 362392 717794 0 X false true true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2009792 267759 135952 2141599 1842601 287617 120426 2009792 1724422 186543 57283 11081 1842601 2071055 -274852 57694 14087 1724422 1690483 424016 31747 11697 2071055 0.0 0.635 0.365 43318726 11290618 32028108 768392 515968 252424 171078 171078 32451610 NYS APPORTIONMENT RECEIVABLE 333754 RIGHT-OF-USE ASSET 31028699 31362453 Federal Income Taxes RIGHT-OF-USE LIABILITY 40339000 40339000 23507289 717794 0 717794 22789495 23715 3954076 3977791 26767286 22427103 0 0 22427103 23715 3954076 3977791 26404894 Schedule D, Part V, Line 4 Intended uses of endowment funds THE SCHOOL'S ENDOWMENT CONSISTS OF FIVE INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR LIBRARY REFERENCE, SCHOLARSHIPS, BRIDGE TO THE FUTURE AND THE GENERAL ENDOWMENT FUND. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements TUITION FINANCIAL AID - 3755926 AFTER SCHOOL FINANCIAL AID - 198150 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements TUITION FINANCIAL AID - 3755926 AFTER SCHOOL FINANCIAL AID - 198150 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE SCHOOL PARTICIPATES IN ISAAGNY (INDEPENDENT SCHOOLS ADMISSIONS ASSOCIATION OF GREATER NEW YORK). THIS ORGANIZATION DISCLOSES AND PUBLICIZES THE NON DISCRIMINATION POLICY FOR ALL MEMBER SCHOOLS. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT ST. LUKE'S SCHOOL RECEIVES FUNDS FROM THE NEW YORK STATE EDUCATION DEPARTMENT AS A REIMBURSEMENT FOR COMPLYING WITH MANDATES. Spring Benefit 276104 260479 15625 2757 89196 4964 22020 0 0 276104 260479 15625 2757 89196 4964 22020 118937 -103312 true FINANCIAL AID 76 3755926 AFTERSCHOOL FINANCIAL AID 48 198150 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds AWARDS BASED ON FINANCIAL NEED ARE DETERMINED BY ASSESSING THE TADS APPLICATION, TAX RETURN, AND RELATED FINANCIAL DOCUMENTATION. THE FINANCIAL AID COMMITTEE DETERMINES NEED BASED AWARDS. FACULTY PARENTS ARE SUBJECT TO THE PROCEDURES AND GUIDELINES OF THE PROGRAM. X X X X X X false false false false false false false false false W BARTON BALDWIN JR Head of School (Through 06/2023) 68438 0 0 0 381 0 6882 0 9496 0 85197 0 0 0 TRACY FEDONCHIK HEAD OF SCHOOL 394311 0 0 0 69 0 23000 0 36522 0 453902 0 0 0 SHEILA SHELDON CFO & COO 255701 0 0 0 45 0 0 0 9496 0 265242 0 0 0 SUSAN HARRIOT CHIEF ADMISSIONS & ENROLLMENT 183575 0 0 0 69 0 18364 0 36522 0 238530 0 0 0 PEGGY CHEN CHIEF COMMUNITY OFFICER 192462 0 0 0 45 0 19251 0 7114 0 218872 0 0 0 AYESHA LONG Chief Diversity, Equity and Inclusion Officer 177472 0 0 0 30 0 0 0 19722 0 197224 0 0 0 KARINA OTOYA-KNAPP HEAD OF LOWER SCHOOL 199347 0 0 0 69 0 14956 0 19722 0 234094 0 0 0 AMALIA FRANCISCO HEAD OF UPPER SCHOOL 197782 0 0 0 24 0 0 0 9496 0 207302 0 0 0 LAURIE MAHER-SAMRA DIRECTOR OF LEARNING SERVICES 178069 0 0 0 0 0 13355 0 9496 0 200920 0 0 0 ALICIA HOWARD ASSISTANT HEAD OF UPPER SCHOOL 152842 0 0 0 0 0 15284 0 19722 0 187848 0 0 0 JOSEPH WOOD DEAN OF STUDENT LIFE 135144 0 0 0 129 0 13527 0 36522 0 185322 0 0 0 8 153154 Market value 0 false true false Schedule M, Part I THE NUMBER BEING REPORTED IS THE NUMBER OF CONTRIBUTIONS. Form 990, Part I, Line 1 ORGANIZATION'S MISSION OUR MISSION SERVES CHILDREN: WE IGNITE CURIOSITY FOR THE WORLD AND FOR LEARNING. WE INSTILL CONFIDENCE TO ADVOCATE FOR THEMSELVES AND OTHERS. WE INSPIRE COURAGE TO LEAD IN SERVICE TO OUR COMMUNITY, WORLD, AND FUTURE. OUR COMMUNITY OFFERS EACH MEMBER A WELCOME PLACE TO UNITE KNOWLEDGE WITH GOODNESS. A PLACE IN THE CLASSROOM: OUR RICH AND RIGOROUS CURRICULUM DEVELOPS CONFIDENT LEARNERS WHO ARE BOTH INDEPENDENT AND COLLABORATIVE. WE CREATE A SAFE ENVIRONMENT FOR INTELLECTUAL DISCOURSE THROUGH WHICH STUDENTS LEARN TO TRUST THEIR MINDS, FIND THEIR VOICES, AND PURSUE THEIR AMBITIONS. A PLACE AT THE TABLE: WE INTENTIONALLY EMBRACE DIVERSITY, INCLUSION, AND EQUITY - EVERY PERSON HAS A PLACE AT THE TABLE AND EVERY VOICE IS VALUED. THROUGH OUR EPISCOPALIAN TRADITIONS, WE WELCOME PEOPLE OF ALL FAITHS AND BELIEFS INTO A COMMUNITY WHERE GOD AND HUMAN SPIRITUALITY ARE CONTEMPLATED IN THE DEVELOPMENT OF THE WHOLE SELF. A PLACE IN THE WORLD: OUR ETHICAL UNDERPINNING GUIDES OUR CHILDREN IN NURTURING THEIR SOCIAL CONSCIOUSNESS AND THEIR ABILITY TO FACE CHALLENGES WITH GRACE, COURAGE, AND RESILIENCE. WE PLANT THE SEEDS FOR A LIFE OF FULFILLMENT AND GRATITUDE IN WHICH EACH CHILD EMBODIES A WILLINGNESS TO SERVE A GREATER PURPOSE. VARIED EDUCATIONAL APPROACHES AND TECHNIQUES TO HELP STIMULATE INDEPENDENT THINKING - TO FREE THE CHILDREN TO QUESTION, CHALLENGE, EXPLORE, PURSUE TRUTH WHEREVER IT LEADS. WE ENCOURAGE THEM TO EXPRESS THEIR IMAGINATION AND CREATIVE POWERS, IN SCIENCE AND MATHEMATICS AS WELL AS IN WORDS, MUSIC, AND ART. INTERDISCIPLINARY TEACHING ALLOWS CONTENT FROM ONE SUBJECT AREA TO REINFORCE ANOTHER AND OPEN UP FRESH INSIGHTS. ABOVE ALL, ST. LUKE'S SEEKS TO AWAKEN IN CHILDREN A LIFELONG LOVE OF LEARNING, A SENSE OF JOY AND WONDER AT GOD'S UNIVERSE, AND A DEEP FEELING OF CONNECTION TO THE NATURAL WORLD. WE HOPE THAT WHATEVER THEY GO ON TO DO AND BE, WE WILL HAVE PREPARED THEM TO BE GOOD STEWARDS OF THE WORLD'S RESOURCES - RESPONSIBLE, CARING MEMBERS OF ONE GLOBAL HUMAN COMMUNITY. Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OFFICER PERFORMANCE IS EVALUATED BY THE HEAD OF SCHOOL. SALARIES ARE ESTABLISHED BY THE HEAD OF SCHOOL WITH THE CONSENT AND OVERSIGHT OF THE BOARD. AS PART OF THE ANNUAL BUDGETING PROCESS, OFFICERS SALARIES WILL BE REVIEWED AND BENCHMARKED AS APPROPRIATE WITH PEER SCHOOLS. Form 990, Part VI, Line 11b Review of form 990 by governing body A DRAFT FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE AUDIT / FINANCE COMMITTEE PRIOR TO FILING WITH THE IRS. IT IS ALSO MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES. IF A BOARD MEMBER HAS ANY QUESTIONS THEY DISCUSS IT WITH MANAGEMENT. Form 990, Part VI, Line 12c Conflict of interest policy DISCLOSURES: WHENEVER ANY TRUSTEE, OFFICER, COMMITTEE MEMBER, OR EMPLOYEE OF THE SCHOOL BECOMES AWARE THAT THE SCHOOL IS CONSIDERING A TRANSACTION THAT POTENTIALLY CREATES A CONFLICT OF INTEREST, HE OR SHE IS OBLIGATED TO NOTIFY THE BOARD AND TO DISCLOSE ALL MATERIAL FACTS RELATING TO HIS OR HER INTEREST IN THE TRANSACTION. THE BOARD WILL DETERMINE IF AN ACTUAL CONFLICT OF INTEREST EXISTS AND TAKE ACTION THAT THE BOARD DEEMS APPROPRIATE. THE INTERESTED PERSON MAY NOT BE PRESENT WHEN THE BOARD MAKES ITS DETERMINATION OTHER THAN TO ANSWER QUESTIONS. IF NO CONFLICT OF INTEREST IS FOUND TO EXIST, THE MINUTES OF THE MEETINGS MUST RECORD THE BASIS OF THE BOARD'S DETERMINATION. WITHDRAWAL AND ABSTENTION: IF THE BOARD DETERMINES THAT A TRANSACTION WOULD CREATE A CONFLICT OF INTEREST, THE TRANSACTION MUST BE APPROVED IN ADVANCE BY ONLY THOSE BOARD MEMBERS WHO DO NOT HAVE A CONFLICT WITH RESPECT TO THE TRANSACTION. ANY INTERESTED PERSON THEREFORE MUST RECUSE HIM- OR HERSELF FROM CONSIDERATION OF THE TRANSACTION. HE OR SHE FURTHERMORE MAY NOT BE PRESENT DURING ANY DISCUSSION OF THE TRANSACTION OTHER THAN TO ANSWER QUESTIONS. INTERESTED PERSONS, HOWEVER, MAY BE COUNTED FOR THE PURPOSE OF DETERMINING WHETHER A QUORUM EXISTS AT THE MEETING EVEN THOUGH THEY ARE TEMPORARILY ABSENT WHILE THE TRANSACTION IS CONSIDERED. ACKNOWLEDGEMENT AND ANNUAL STATEMENTS: EACH TRUSTEE, OFFICER, MEMBER OF A COMMITTEE OF THE BOARD, AND KEY EMPLOYEE MUST SIGN ANNUALLY A STATEMENT AFFIRMING THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THIS CONFLICT OF INTEREST AND DISCLOSURE POLICY, (B) HAS READ AND UNDERSTANDS THIS POLICY, AND (C) HAS AGREED TO COMPLY WITH THIS POLICY. EACH TRUSTEE, OFFICER, MEMBER OF A COMMITTEE OF THE BOARD, AND KEY EMPLOYEES ADDITIONALLY MUST COMPLETE AND SUBMIT TO THE SECRETARY A DISCLOSURE STATEMENT NAMING THE ENTITIES CONDUCTING BUSINESS WITH THE SCHOOL IN WHICH HE, SHE, OR FAMILY MEMBER IS A DIRECTOR, TRUSTEE, OFFICER, COMMITTEE MEMBER, OR EMPLOYEE OR HAS A MATERIAL FINANCIAL INTEREST. THE SECRETARY WILL REVIEW THE INFORMATION AND PERIODICALLY DISTRIBUTE REPORTS TO ALL TRUSTEES. Form 990, Part VI, Line 15a Process to establish compensation of top management official AS THE HEAD OF SCHOOL (HOS) WAS NEW IN FY2024, WHEN THE CONTRACT WAS ESTABLISHED (IN THE FALL 2022) THE BOARD CHAIR IN CONSULTATION WITH THE EXECUTIVE COMMITTEE AND THE BOARD OF TRUSTEES PERFORMED BENCHMARKING AGAINST PEER SCHOOLS AND BASED ON THE HOS PRIOR EXPERIENCE COMPENSATION LEVELS WERE SET. FOR THE UPCOMING CONTRACT, BENCHMARKING AGAINST PEER SCHOOLS HAS BEEN PERFORMED. Form 990, Part VI, Line 19 Required documents available to the public ST. LUKE'S DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.