HACKLEY SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HACKLEY SCHOOL (EIN 13-1740452)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-15
- IRS object ID
- 202401069349300135
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-15T13:40:06-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131740452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HACKLEY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HACK | BusinessNameControlTxt |
| Phone | 9146310128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 BENEDICT AVENUE | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10591 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN BERNSTEIN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9143662604 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIN | PersonFirstNm |
| Person Last | BERNSTEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM EPSTEIN | PreparerPersonNm |
| PTIN | P01307171 | PTIN |
| Phone | 2129498700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLES FRANKLIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HACKLEY SCHOOL 293 BENEDICT | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10591 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $70,143,522 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HACKLEYSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1900 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE SCHOOL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL (K THROUGH 12) FOR BOYS AND GIRLS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 422 | TotalEmployeeCnt |
| Total Volunteers | 738 | TotalVolunteersCnt |
| Total Gross UBI | $418,555 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $31,263 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,564,139 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,847,976 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,407,323 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $44,003,012 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,279,953 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,591,024 | CYInvestmentIncomeAmt |
| PY Other Revenue | $577,121 | PYOtherRevenueAmt |
| CY Other Revenue | $753,665 | CYOtherRevenueAmt |
| PY Total Revenue | $63,828,536 | PYTotalRevenueAmt |
| CY Total Revenue | $58,195,677 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,890,641 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,961,579 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,476,799 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,822,937 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,183,884 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,679,152 | PYOtherExpensesAmt |
| CY Other Expenses | $16,290,308 | CYOtherExpensesAmt |
| PY Total Expenses | $53,046,592 | PYTotalExpensesAmt |
| CY Total Expenses | $55,074,824 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,781,944 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,120,853 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $269,303,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $278,591,513 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,865,657 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,588,921 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $240,437,580 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $248,002,592 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SCHOOL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL FOR BOYS AND GIRLS IN KINDERGARTEN THROUGH 12 GRADE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $46,234,758 | ExpenseAmt |
| Grant | $7,961,579 | GrantAmt |
| Revenue | $43,281,371 | RevenueAmt |
| Desc | INSTRUCTION AND RELATED COSTS - INCLUDES ALL COSTS ASSOCIATED WITH INSTRUCTION OF 855 STUDENTS. THE SCHOOL OFFERS FINANCIAL AID GRANTS TO QUALIFIED STUDENTS BASED ON DEMONSTRATED NEED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $265,153 | ExpenseAmt |
| Revenue | $1,137,859 | RevenueAmt |
| Desc | AUXILIARY ACTIVITIES INCLUDES SERVICES INDIRECTLY RELATED TO INSTRUCTION SUCH AS STUDENT ACTIVITIES EXPENSES, MUSIC INSTITUTE, DRIVERS EDUCATION, ETC., AS WELL AS SUMMER PROGRAMS AND FACILITIES RENTAL ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $46,499,911 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 133 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 422 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (1) | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIN BERNSTEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9143662604 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HACKLEY SCHOOL 293 BENEDICT | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10591 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN C CANONI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS A CAPUTO | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| H RODGIN COHEN | ||||||||
| PRESIDENT - UNTIL 6/30/23 | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARIA A DOCTERS | ||||||||
| VICE PRESIDENT | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAWN N FITZPATRICK | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID I GLUCKMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC B GYASI | ||||||||
| SECRETARY | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY WONG | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA HOLDEN-BRYANT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAVEH KHOSROWSHAHI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFERY A LIBERT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL H LOWRY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HARVINDER SANDHU MD | ||||||||
| VICE PRESIDENT AND TREASURER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RACHEL MEARS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HANNAH E SAUJET | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JUMAANE SAUNDERS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SY STERNBERG | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN R TORELL IV | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SARAH UNGER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN WRIGHT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL E RIFKIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA V GREENBERG | ||||||||
| TRUSTEE - UNTIL 11/2022 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERRY BLOCKINGER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER P BOGART | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WIRTZ | ||||||||
| HEAD OF SCHOOL (THRU 6/30/23) | 50.00 | 0.00 | $439,907 | $0 | $102,643 | Yes (X) | ||
| PETER MCANDREW | ||||||||
| DIRECTOR OF FINANCE (THRU 6/30/22) | 40.00 | 0.00 | $259,755 | $0 | $30,230 | Yes (X) | ||
| ERIN BERNSTEIN | ||||||||
| CHIEF FINANCIAL OFFICER - FROM 7/1/22 | 40.00 | 0.00 | $147,492 | $0 | $23,228 | Yes (X) | ||
| LISA OBERSTEIN | ||||||||
| DIRECTOR OF LOWER SCHOOL | 40.00 | 0.00 | $176,627 | $0 | $34,006 | Yes (X) | ||
| TERESA WEBER | ||||||||
| DIRECTOR OF ADVANCEMENT (THRU 6/30/23) | 40.00 | 0.00 | $229,149 | $0 | $24,918 | Yes (X) | ||
| JOHN P GANNON | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $216,549 | $0 | $41,067 | Yes (X) | ||
| ANDREW M KING | ||||||||
| DIRECTOR OF UPPER SCHOOL | 40.00 | 0.00 | $192,075 | $0 | $43,490 | Yes (X) | ||
| BOBBY ALDRICH | ||||||||
| DIRECTOR OF OPERATIONS AND CAMPUS PLANNING | 40.00 | 0.00 | $166,802 | $0 | $20,143 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,828,356 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $319,725 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 107 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONSIGLI CONSTRUCTION NY LLC | |||||
| 199 WEST ROAD SUITE 100 | PLEASANT VALLEY | NY | 12559 | CONSTRUCTION CONTRACTOR | $3,003,281 |
| FLIK INDEPENDENT SCHOOLS | |||||
| PO BOX 204 | BALDWIN | NY | 10505 | FOOD SERVICE | $2,106,179 |
| PELLI ARCHITECTS INC | |||||
| 322 8TH AVENUE | NEW YORK | NY | 10001 | ARCHITECT | $426,380 |
| LOCKE LORD LLP | |||||
| 24259 NETWORK PLACE | CHICAGO | IL | 606731242 | ATTORNEY | $335,884 |
| MIRMUS INC | |||||
| 60 PARKSIDE AVE SUITE 122 | BROOKLYN | NY | 11226 | COVID 19 TESTING | $328,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $164,586 | FundraisingAmt |
| Related Organizations | $57,025 | RelatedOrganizationsAmt |
| Government Grants | $6,577,486 | GovernmentGrantsAmt |
| All Other Contributions | $4,048,879 | AllOtherContributionsAmt |
| Noncash Contributions | $101,845 | NoncashContributionsAmt |
| Total Contributions | $10,847,976 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $43,281,371 | $43,281,371 |
| AUXILLARY ACTIVITIES | 532000 | $721,641 | $721,641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $44,003,012 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,961,696 | TotalRevenueColumnAmt |
| Exclusion | $2,961,696 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $873,055 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $119,390 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $753,665 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $753,665 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $418,555 | UnrelatedBusinessRevenueAmt |
| Exclusion | $335,110 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,391,376 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,762,048 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$370,672 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$370,672 | TotalRevenueColumnAmt |
| Exclusion | -$370,672 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $66,407 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $164,586 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $66,407 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,195,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,003,012 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $418,555 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,926,134 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,961,579 | TotalAmt |
| Program Services | $7,961,579 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,124 | TotalAmt |
| Program Services | $757,238 | ProgramServicesAmt |
| Management And General | $110,518 | ManagementAndGeneralAmt |
| Fundraising | $45,368 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,438,955 | TotalAmt |
| Program Services | $18,567,128 | ProgramServicesAmt |
| Management And General | $2,763,083 | ManagementAndGeneralAmt |
| Fundraising | $1,108,744 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,575,806 | TotalAmt |
| Program Services | $1,319,128 | ProgramServicesAmt |
| Management And General | $176,546 | ManagementAndGeneralAmt |
| Fundraising | $80,132 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,392,954 | TotalAmt |
| Program Services | $3,677,401 | ProgramServicesAmt |
| Management And General | $492,164 | ManagementAndGeneralAmt |
| Fundraising | $223,389 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,502,098 | TotalAmt |
| Program Services | $1,257,426 | ProgramServicesAmt |
| Management And General | $168,288 | ManagementAndGeneralAmt |
| Fundraising | $76,384 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,154 | TotalAmt |
| Management And General | $441,154 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,782 | TotalAmt |
| Management And General | $112,782 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,876 | TotalAmt |
| Management And General | $110,876 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,900 | TotalAmt |
| Program Services | $32,730 | ProgramServicesAmt |
| Management And General | $275,833 | ManagementAndGeneralAmt |
| Fundraising | $337 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,384,090 | TotalAmt |
| Program Services | $265,065 | ProgramServicesAmt |
| Management And General | $731,110 | ManagementAndGeneralAmt |
| Fundraising | $387,915 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,702 | TotalAmt |
| Program Services | $24,221 | ProgramServicesAmt |
| Management And General | $69,270 | ManagementAndGeneralAmt |
| Fundraising | $1,211 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,089,796 | TotalAmt |
| Program Services | $4,071,837 | ProgramServicesAmt |
| Management And General | $814,367 | ManagementAndGeneralAmt |
| Fundraising | $203,592 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,529 | TotalAmt |
| Program Services | $543,713 | ProgramServicesAmt |
| Management And General | $11,211 | ManagementAndGeneralAmt |
| Fundraising | $5,605 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAINTENANCE | $2,890,958 | $2,804,864 | $57,396 | $28,698 |
| INSTRUCTIONAL SUPPLIES | $2,559,524 | $2,550,979 | $5,802 | $2,743 |
| FOOD SERVICES | $1,708,785 | $1,657,521 | $34,176 | $17,088 |
| ATHLETICS | $755,287 | $755,287 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,925 | TotalAmt |
| Program Services | $253,794 | ProgramServicesAmt |
| Management And General | $16,453 | ManagementAndGeneralAmt |
| Fundraising | $2,678 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,074,824 | TotalAmt |
| Program Services | $46,499,911 | ProgramServicesAmt |
| Management And General | $6,391,029 | ManagementAndGeneralAmt |
| Fundraising | $2,183,884 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,158 | BOYAmt |
| EOY | $2,989 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,717,011 | BOYAmt |
| EOY | $9,669,279 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,519,883 | BOYAmt |
| EOY | $2,920,300 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,186 | BOYAmt |
| EOY | $62,233 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,052 | BOYAmt |
| EOY | $12,527 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,764 | BOYAmt |
| EOY | $26,150 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,113 | BOYAmt |
| EOY | $1,105,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $202,443,384 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,818,494 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,882,392 | BOYAmt |
| EOY | $142,624,890 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,341,438 | BOYAmt |
| EOY | $119,333,120 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,858,558 | BOYAmt |
| EOY | $2,504,397 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,682 | BOYAmt |
| EOY | $329,973 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,303,237 | BOYAmt |
| EOY | $278,591,513 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,091,819 | BOYAmt |
| EOY | $6,335,664 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,484,719 | BOYAmt |
| EOY | $17,013,748 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,225,000 | BOYAmt |
| EOY | $1,910,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,064,119 | BOYAmt |
| EOY | $5,329,509 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,865,657 | BOYAmt |
| EOY | $30,588,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,086,170 | BOYAmt |
| EOY | $154,058,310 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,351,410 | BOYAmt |
| EOY | $93,944,282 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,437,580 | BOYAmt |
| EOY | $248,002,592 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,303,237 | BOYAmt |
| EOY | $278,591,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,120,853 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,763,346 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,319,187 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 37.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 50.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $2,000 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,438,955 | BeginningYearBalanceAmt |
| Contributions | $685,458 | ContributionsAmt |
| Investment Earnings Or Losses | $5,692,779 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,458,042 | GrantsOrScholarshipsAmt |
| Other Expenditures | $896,383 | OtherExpendituresAmt |
| End Year Balance | $61,462,767 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,959,032 | BeginningYearBalanceAmt |
| Contributions | $8,986,649 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,321,669 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,486,804 | GrantsOrScholarshipsAmt |
| Other Expenditures | $698,253 | OtherExpendituresAmt |
| End Year Balance | $57,438,955 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,987,330 | BeginningYearBalanceAmt |
| Contributions | $4,008,133 | ContributionsAmt |
| Investment Earnings Or Losses | $10,922,851 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,467,716 | GrantsOrScholarshipsAmt |
| Other Expenditures | $491,566 | OtherExpendituresAmt |
| End Year Balance | $58,959,032 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,346,604 | BeginningYearBalanceAmt |
| Contributions | $763,875 | ContributionsAmt |
| Investment Earnings Or Losses | $954,098 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $786,142 | GrantsOrScholarshipsAmt |
| Other Expenditures | $291,105 | OtherExpendituresAmt |
| End Year Balance | $45,987,330 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,228,044 | BeginningYearBalanceAmt |
| Contributions | $759,876 | ContributionsAmt |
| Investment Earnings Or Losses | $2,268,684 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $658,883 | GrantsOrScholarshipsAmt |
| Other Expenditures | $251,117 | OtherExpendituresAmt |
| End Year Balance | $45,346,604 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,974,241 | OtherCostOrOtherBasisAmt |
| Book Value | $7,974,241 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $168,414,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,881,126 | DepreciationAmt |
| Book Value | $122,533,368 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,118,978 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,933,579 | DepreciationAmt |
| Book Value | $2,185,399 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,935,671 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,003,789 | DepreciationAmt |
| Book Value | $9,931,882 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $142,624,890 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTRETIREMENT BENEFIT OBLIGATIONS | Desc |
| Amt | $5,329,509 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,329,509 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $56,005,958 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,763,346 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $119,390 | OtherRevenueAmt |
| Revenue Not Reported | $5,882,736 | RevenueNotReportedAmt |
| Revenue Subtotal | $50,123,222 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $110,876 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $7,961,579 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,072,455 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $58,195,677 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $48,432,856 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,430,487 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,430,487 | ExpensesNotReportedAmt |
| Expenses Subtotal | $47,002,369 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $110,876 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $7,961,579 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,072,455 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $55,074,824 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | CONSERVATION EASEMENT: THE LAND OWNED BY THE SCHOOL IS INCLUDED IN THE SCHOOL'S STATEMENT OF FINANCIAL POSITION. THERE IS NO REVENUE AND MINIMAL EXPENSE ASSOCIATED WITH THE CONSERVATION EASEMENT, AND ACCORDINGLY, THERE IS NO FOOTNOTE DISCLOSURE REGARDING THE EASEMENT. |
| PART V, LINE 4: | ENDOWMENT FUNDS: THE SCHOOL'S ENDOWMENT GENERATES A STREAM OF REVENUE THAT HELPS FUND ITS PROGRAMS, INCLUDING ITS FINANCIAL AID PROGRAM. |
| PART X, LINE 2: | ASC 740 - INCOME TAXES: THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES", AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. THE SCHOOL IS SUBJECT TO AND PAYS UNRELATED BUSINESS INCOME TAX RELATING TO ITS RENTAL ACTIVITIES; BECAUSE THE SCHOOL HAS ALWAYS RECOGNIZED THE LIABILITY RELATED TO THIS UNRELATED BUSINESS INCOME AND BECAUSE OF THE SCHOOL'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON THE SCHOOL'S FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 119,390. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 7,961,579. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSES 119,390. INCREASE IN ALLOWANCE FOR UNCOLLECTIBLE STUDENT ACCOUNTS 111,097. INCREASE IN ALLOWANCE FOR PLEDGES 1,200,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 7,961,579. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | NONDISCRIMINATORY POLICY: THE SCHOOL PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | FINANCIAL AID/ASSISTANCE FROM A GOVERNMENT AGENCY: THE SCHOOL RECEIVES FUNDS FROM NEW YORK STATE FOR THE PERFORMANCE OF MANDATED SERVICES AND CAPITAL EXPENDITURES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA/CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $2,504,397 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,504,397 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,504,397 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | AMOUNT REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING INTERLUDE | Event1Nm |
| Gross Receipts Event1 | $230,993 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $164,586 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $66,407 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $44,472 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $19,185 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $230,993 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $164,586 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $66,407 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $44,472 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,185 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $66,407 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL ASSISTANCE | GrantTypeTxt |
| Recipient | 141 | RecipientCnt |
| Cash Grant | $7,961,579 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION REDUCTION | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I - PART 3, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL'S FINANCIAL AID OFFICE REVIEWS PARENTS' FINANCIAL STATEMENTS, INCLUDING INDIVIDUAL TAX RETURNS, AND THEN THE FINANCIAL AID COMMITTEE AWARDS AID ON THE BASIS OF DEMONSTRATED NEED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL WIRTZ | ||||||||||||||
| HEAD OF SCHOOL (THRU 6/30/23) | $427,587 | $0 | $0 | $0 | $12,320 | $0 | $82,375 | $0 | $20,268 | $0 | $542,550 | $0 | $0 | $0 |
| PETER MCANDREW | ||||||||||||||
| DIRECTOR OF FINANCE (THRU 6/30/22) | $236,922 | $0 | $14,000 | $0 | $8,833 | $0 | $21,236 | $0 | $8,994 | $0 | $289,985 | $0 | $0 | $0 |
| JOHN P GANNON | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $215,049 | $0 | $1,500 | $0 | $0 | $0 | $23,025 | $0 | $18,042 | $0 | $257,616 | $0 | $0 | $0 |
| TERESA WEBER | ||||||||||||||
| DIRECTOR OF ADVANCEMENT (THRU 6/30/2 | $227,649 | $0 | $1,500 | $0 | $0 | $0 | $17,462 | $0 | $7,456 | $0 | $254,067 | $0 | $0 | $0 |
| ANDREW M KING | ||||||||||||||
| DIRECTOR OF UPPER SCHOOL | $188,075 | $0 | $4,000 | $0 | $0 | $0 | $20,141 | $0 | $23,349 | $0 | $235,565 | $0 | $0 | $0 |
| LISA OBERSTEIN | ||||||||||||||
| DIRECTOR OF LOWER SCHOOL | $172,627 | $0 | $4,000 | $0 | $0 | $0 | $13,736 | $0 | $20,270 | $0 | $210,633 | $0 | $0 | $0 |
| BOBBY ALDRICH | ||||||||||||||
| DIRECTOR OF OPERATIONS AND CAMPUS PL | $165,302 | $0 | $1,500 | $0 | $0 | $0 | $12,687 | $0 | $7,456 | $0 | $186,945 | $0 | $0 | $0 |
| ERIN BERNSTEIN | ||||||||||||||
| CHIEF FINANCIAL OFFICER - FROM 7/1/2 | $137,492 | $0 | $10,000 | $0 | $0 | $0 | $9,363 | $0 | $13,865 | $0 | $170,720 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS, AS BOARDING STUDENTS RESIDE AT THE SCHOOL. SINCE THE HEAD OF SCHOOL'S HOME SERVES AS HIS PERMANENT RESIDENCE, PERSONAL USE OF THE HOME DOES OCCUR. THE SCHOOL PAYS FOR A CLEANING SERVICE FOR THE HOME, AS NEEDED. THE HOUSING REQUIREMENT PROVISION IS CONTAINED IN THE EMPLOYMENT CONTRACT OF THE HEAD OF SCHOOL. DURING THE CURRENT REPORTING PERIOD, THE SCHOOL DID NOT PROVIDE ANY FUNDS FOR COMPANION TRAVEL. |
| PART I, LINE 4B | THE SCHOOL CONTRIBUTES TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FOR THE HEAD OF SCHOOL. |
| PART I, LINE 7 | THE HEAD OF SCHOOL AWARDED CERTAIN EMPLOYEES NON-FIXED DISCCRETIONARY BONUSES BASED ON ADDITIONAL WORK PERFORMED DURING THE PANDEMIC. COMPENSATION IS BASED ON COMPARABLE DATA OBTAINED FROM PEER INSTITUTIONS AND AN ASSOCIATION OF INDEPENDENT SCHOOLS. THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES' EXECUTIVE COMMITTEE. AN ASSESSMENT OF PERFORMANCE ALONG WITH COMPARABLE DATA PROVIDED FROM PEER SCHOOLS ARE USED TO DETERMINE THIS COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY OF WESTCHESTER INDUSTRIAL DEVELOPMENT AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521294265 | BondIssuerEIN |
| CUSIP | 957368FMO | CUSIPNum |
| Bond Issued | 2004-01-02 | BondIssuedDt |
| Issue Price | $16,000,000 | IssuePriceAmt |
| Purpose | FINANCING RENOVATION | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $14,090,000 | RetiredAmt |
| Total Proceeds | $16,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $714,662 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $274,337 | CreditEnhancementAmt |
| Capital Expenditures | $15,285,739 | CapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $101,845 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNTS NOTED IN COLUMN B REPRESENT THE TOTAL NUMBER OF CONTRIBUTIONS. |
| PART I, LINE 32B: | THE SCHOOL USES TD AMERITRADE TO SELL DONATED SECURITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS: THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD AND THEN PRESENTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND APPROVAL, WITH COPIES BEING DISTRIBUTED IN ADVANCE. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT-OF-INTEREST POLICY: THE CONFLICT-OF-INTEREST POLICY IS DISTRIBUTED ANNUALLY ALONG WITH A DECLARATION FORM TO KEY PERSONNEL AND ADMINISTRATORS, AS WELL AS ALL TRUSTEES. THE FINANCE OFFICE COLLECTS ALL DECLARATION FORMS AND PREPARES A MEMO OF ALL KNOWN CONFLICTS FOR THE CHAIR OF THE AUDIT COMMITTEE, THE HEAD OF SCHOOL, AND THE PRESIDENT OF THE BOARD OF TRUSTEES TO REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 15 | DETERMINING COMPENSATION: THE HEAD OF SCHOOL SETS COMPENSATION POOLS FOR ALL EMPLOYEES. COMPENSATION IS BASED ON COMPARABLE DATA OBTAINED FROM PEER INSTITUTIONS AND AN ASSOCIATION OF INDEPENDENT SCHOOLS. THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES' EXECUTIVE COMMITTEE. AN ASSESSMENT OF PERFORMANCE ALONG WITH COMPARABLE DATA PROVIDED FROM PEER SCHOOLS ARE USED TO DETERMINE THIS COMPENSATION. THE HEAD OF SCHOOL HAS A WRITTEN EMPLOYMENT AGREEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS: THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN POST RETIREMENT BENEFITS -8,090. INCREASE IN ALLOWANCE FOR DOUBTFUL STUDENT ACCOUNTS -111,097. INCREASE IN ALLOWANCE FOR PLEDGES -1,200,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HACKLEY ALUMNI ENDOWMENT FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 BENEDICT AVENUE | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10591 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136068876 | EIN |
| Primary Activities | CHARITABLE | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501 (C) (3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A ; TYPE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HACKLEY ALUMNI ENDOWMENT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $57,025 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |