2024-05-13T12:29:42-05:00 2023-06-30 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2022-07-01 131837409 THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK BUCK 2125358787 113 EAST 73RD STREET NEW YORK NY 10021 COREY DURNEY CFO CFO 2125358787 2024-04-15 1 COREY DURNEY CFO 999009999 0 WILLIAM EPSTEIN P01307171 2129498700 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREG O'MELIA 113 EAST 73RD STREET NEW YORK NY 10021 38560342 0 X BUCKLEYSCHOOL.ORG X 1913 NY SEE SCHEDULE O 23 23 142 200 -356832 0 4429971 3945747 19409477 20444711 5960865 1521906 23184 -356832 29823497 25555532 1846250 1683000 0 0 15288842 16398253 0 0 1243753 10243347 8398092 27378439 26479345 2445058 -923813 114101243 116052233 14012034 14564677 100089209 101487556 THE GOALS OF THE SCHOOL ARE THAT EVERY BOY LEARN FUNDAMENTAL SKILLS, GAIN CONFIDENCE THROUGH DISCIPLINED THOUGHT AND ACTIONS, DEVELOP PERSONAL INTEGRITY AND RESPECT FOR OTHERS, AND DISCOVER THE JOY OF LEARNING AND THE SATISFACTION OF PURSUING EXCELLENCE. 0 0 19762729 1683000 20444711 THE SCHOOL PROVIDED EDUCATION TO 354 BOYS IN GRADES KINDERGARTEN TO NINTH AND CONTINUED TO FULFILL ITS CORE MISSION OF DEVELOPING FUNDAMENTAL SKILLS, INTEGRITY, RESPECT AND THE JOY OF LEARNING AND SATISFYING THE PURSUIT OF EXCELLENCE. 19762729 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 25 0 142 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X COREY DURNEY CFO 2125358787 113 EAST 73RD STREET NEW YORK NY 10021 JUSTIN D ABELOW PRESIDENT 4.00 0.00 X X 0 0 0 NICHOLAS W ACQUAVELLA TRUSTEE THRU 11/2022 1.00 0.00 X 0 0 0 KRISTIN ALLEN TRUSTEE 1.00 0.00 X 0 0 0 JEANINE BORTHWICK TRUSTEE 1.00 0.00 X 0 0 0 T KIMBALL BROOKER TRUSTEE THRU 11/2022 1.00 0.00 X 0 0 0 LEA CARPENTER TRUSTEE 1.00 0.00 X 0 0 0 LOUISE CARROLL TRUSTEE 1.00 0.00 X 0 0 0 BRYAN CHO TRUSTEE 1.00 0.00 X 0 0 0 ERNESTO CRUZ TRUSTEE 1.00 0.00 X 0 0 0 GREGORY FOWLKES VICE PRESIDENT 2.00 0.00 X X 0 0 0 ANSON FRELINGHUYSEN TRUSTEE 1.00 0.00 X 0 0 0 JANE FRIED TRUSTEE THRU 11/2022 1.00 0.00 X 0 0 0 JOHN GRIFFIN TRUSTEE 1.00 0.00 X 0 0 0 BHAVANA KATKAR TRUSTEE 1.00 0.00 X 0 0 0 GERRIT LANSING TRUSTEE 1.00 0.00 X 0 0 0 SANDRA LAWSON TRUSTEE 1.00 0.00 X 0 0 0 ANDREAS LAZAR TRUSTEE 1.00 0.00 X 0 0 0 ROBERT LEVY TRUSTEE 1.00 0.00 X 0 0 0 HAMPTON LYNCH TRUSTEE 1.00 0.00 X 0 0 0 GREGORY PALM SECRETARY 2.00 0.00 X X 0 0 0 WILLIAM PHILLIP TRUSTEE 1.00 0.00 X 0 0 0 CARLOS RODRIGUEZ-PASTOR TRUSTEE 1.00 0.00 X 0 0 0 ADAM ROSENBLUTH TRUSTEE 1.00 0.00 X 0 0 0 WINTHROP RUTHERFURD JR TRUSTEE THRU 11/2022 1.00 0.00 X 0 0 0 DOUGLAS SNYDER TREASURER 2.00 0.00 X X 0 0 0 RICHARD WAYNER TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL WEISSMAN TRUSTEE 1.00 0.00 X 0 0 0 GREGORY O'MELIA HEAD OF SCHOOL 40.00 0.00 X 713573 0 223182 COREY DURNEY CHIEF FINANCIAL OFFICER AS OF 7/1/22 40.00 0.00 X 164998 0 24422 THOMAS STANTON CHIEF FINANCIAL OFFICER THRU 6/30/22 0.00 0.00 X 224956 0 42933 JULIE KING ASSISTANT HEAD OF SCHOOL 40.00 0.00 X 240200 0 42192 TARA JOHNSON DIRECTOR OF DEVELOPMENT 40.00 0.00 X 237924 0 30357 PETE SIMPSON DIRECTOR OF UPPER SCHOOL 40.00 0.00 X 198250 0 36845 CAROLINE BERRY TEACHER 40.00 0.00 X 189513 0 47105 SONJA ROBINSON DIR. OF LOWER SCHOOL THRU 6/30/22 0.00 0.00 X 183618 0 25710 BLAIR SCRIBNER TEACHER 40.00 0.00 X 170322 0 53081 DOROTHY MCCARTNEY DIRECTOR OF STUDENT SUPPORT 40.00 0.00 X 197500 0 46662 DIANNE STEWART-GARRETT TEACHER 40.00 0.00 X 174903 0 27976 2695757 0 600465 32 0 1 0 PREFERRED CATERING LLC 11 BROADWAY SUITE 615 NEW YORK NY 10004 CATERING 474002 MG SECURITY SERVICES LLC 7 W 36TH ST 12TH FLOOR NEW YORK NY 10018 SECURITY 435346 SAGE DINING SERVICES INC 18 BEAUMONT AVE WALLINGFORD CT 06492 DINING SERVICES 409427 ALLIANCE SECURITY 318 W 39TH ST 8TH FLOOR NEW YORK NY 10018 SECURITY 334212 MAS ELECTRICAL MAINTENANCE 1231 LAFAYETTE AVE L2 BRONX NY 10474 MAINTENANCE 227335 6 200599 3745148 479410 3945747 TUITION AND FEES 611710 19647000 19647000 AUXILIARY PROGRAMS 611710 758874 758874 FORFEITED TUITION 611710 16633 16633 APPLICATION FEES 611710 14025 14025 SKATING PARTY 611710 7968 7968 211 211 20444711 1198435 1198435 13328281 13004810 323471 323471 323471 PASS THRU K-1 LOSS 525990 -356832 -356832 -356832 25555532 20444711 -356832 1521906 1683000 1683000 1835900 946420 644280 245200 10281602 7694776 2313431 273395 1088944 776544 265796 46604 2350475 1676163 573718 100594 841332 599968 205357 36007 102771 102771 109357 109357 87607 87607 391534 391534 469055 147731 42068 279256 186994 127692 36977 22325 14099 8443 4222 1434 152778 141035 3540 8203 136712 109369 20507 6836 2106596 1685277 315989 105330 252968 202375 37945 12648 PLANT AND UTILITIES 2118427 1694742 317764 105921 BOOKS AND INSTRUCTIONAL 1413548 1413548 FOOD SERVICE AND LUNCH 855646 855646 26479345 19762729 5472863 1243753 4685938 6031363 23190570 22561265 900205 586673 22743 35652 49547 180325 94114725 67941817 20623616 26172908 26213028 24552025 38415596 35932022 114101243 116052233 466934 1003557 4299133 4658466 7833001 7357165 1412966 1545489 14012034 14564677 X 97266660 99008301 2822549 2479255 100089209 101487556 114101243 116052233 -923813 2322160 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 964330 69532 -69868 963994 2055933 -1017492 74111 964330 1171832 941450 57349 2055933 1218932 5034 52134 1171832 1050097 168825 1218922 0.48110 0.51890 0 0 3530912 3530912 85147056 63111005 22036051 5436757 4830812 605945 26172908 LIMITED PARTNERSHIPS 35932022 F 35932022 DEFERRED COMPENSATION 1545489 1545489 X 25803158 2322160 2322160 23480998 391534 1683000 2074534 25555532 24404811 0 24404811 391534 1683000 2074534 26479345 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS: THE SCHOOL'S ENDOWMENT CONSISTS OF THREE INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, DESIGNATED BY DONORS TO BE PERPETUAL IN NATURE ENDOWMENT FUNDS. PART X, LINE 2: THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (THE "FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. ALTHOUGH THE SCHOOL IS SUBJECT TO TAXES ON CERTAIN INVESTMENT INCOME AND RENTAL INCOME ACTIVITIES, DUE TO ITS GENERAL NOT-FOR-PROFIT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT ANTICIPATED TO HAVE, A MATERIAL IMPACT ON THE SCHOOL'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,683,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,683,000. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL ADVERTISES THROUGH ISAAGNY (INDEPENDENT SCHOOLS ADMISSIONS ASSOCIATION OF GREATER NEW YORK) WHICH PLACES ADS CONTAINING A NONDISCRIMINATORY STATEMENT IN LOCAL NEWSPAPERS. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED FUNDS FROM THE NEW YORK STATE DEPARTMENT OF EDUCATION FOR MANDATED SERVICES, SPECIFICALLY FOR ITS DAILY ATTENDANCE REPORTING. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 4287327 0 0 0 0 0 0 4287327 0 4287327 1 0 0 0 0 0 PART I, LINE 3: THE SCHOOL MAINTAINS INVESTMENTS IN FOREIGN PARTNERSHIPS SUCH AS CENTRAL AMERICA/CARIBBEAN. AMOUNTS REPORTED IN COLUMN (F) ARE ON THE ACCRUAL BASIS. ALL RELATED FILINGS FOR THESE INVESTMENTS ARE COMPLETED AND FILED ON A TIMELY BASIS. PART III ACCOUNTING METHOD: 0 STUDENT SCHOLARSHIPS 41 1683000 FMV TUITION REDUCTION SCHEDULE I, PART I, LINE 2 SCHOLARSHIPS ARE PROVIDED TO ELIGIBLE STUDENTS IN THE FORM OF TUITION REDUCTIONS AND ARE AWARDED BASED ON DEMONSTRATED NEED. X X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 GREGORY O'MELIA HEAD OF SCHOOL 713573 0 0 0 0 0 185235 0 37947 0 936755 0 0 0 JULIE KING ASSISTANT HEAD OF SCHOOL 240200 0 0 0 0 0 24000 0 18192 0 282392 0 0 0 TARA JOHNSON DIRECTOR OF DEVELOPMENT 237924 0 0 0 0 0 28860 0 1497 0 268281 0 0 0 THOMAS STANTON CHIEF FINANCIAL OFFICER THRU 6/30/22 224956 0 0 0 0 0 24480 0 18453 0 267889 0 0 0 DOROTHY MCCARTNEY DIRECTOR OF STUDENT SUPPORT 197500 0 0 0 0 0 28613 0 18049 0 244162 0 0 0 CAROLINE BERRY TEACHER 189513 0 0 0 0 0 29048 0 18057 0 236618 0 0 0 PETE SIMPSON DIRECTOR OF UPPER SCHOOL 198250 0 0 0 0 0 19750 0 17095 0 235095 0 0 0 BLAIR SCRIBNER TEACHER 170322 0 0 0 0 0 27713 0 25368 0 223403 0 0 0 SONJA ROBINSON DIR. OF LOWER SCHOOL THRU 6/30/22 183618 0 0 0 0 0 16875 0 8835 0 209328 0 0 0 DIANNE STEWART-GARRETT TEACHER 174903 0 0 0 0 0 18618 0 9358 0 202879 0 0 0 COREY DURNEY CHIEF FINANCIAL OFFICER AS OF 7/1/22 164998 0 0 0 0 0 15000 0 9422 0 189420 0 0 0 PART I, LINE 1A IT IS A CONDITION OF THE HEAD OF SCHOOL'S EMPLOYMENT TO RESIDE IN AN APARTMENT OWNED BY THE SCHOOL OR IN ANY SUCH APARTMENT IN CLOSE PROXIMITY TO THE SCHOOL IN ORDER FOR HIM TO FULFILL HIS RESPONSIBILITIES AS HEAD OF SCHOOL AND TO BE AVAILABLE TO ALL CONSTITUENCIES OF THE SCHOOL ON A TIMELY BASIS WHENEVER REQUIRED. PART I, LINE 4B THE SCHOOL CONTRIBUTES TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FOR THE HEAD OF SCHOOL. TOTAL CONTRIBUTIONS TO THIS PLAN FOR CALENDAR YEAR 2022 WERE $132,774. X 42 479410 FMV PUBLISHED QUOTES 0 1 1 PART I, COLUMN (B): BASED ON THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 32B: THE SCHOOL USES AN INDEPENDENT FINANCIAL ADVISOR TO SELL DONATED SECURITIES. FORM 990, PART I, LINE 1 THE GOALS OF THE SCHOOL ARE THAT EVERY BOY LEARN FUNDAMENTAL SKILLS, GAIN CONFIDENCE THROUGH DISCIPLINED THOUGHT AND ACTIONS, DEVELOP PERSONAL INTEGRITY AND RESPECT FOR OTHERS, AND DISCOVER THE JOY OF LEARNING AND THE SATISFACTION OF PURSUING EXCELLENCE. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990: THE CHIEF FINANCIAL OFFICER REVIEWS THE FORM 990 AND ALL SCHEDULES AND ATTACHMENTS TO VERIFY ACCURACY. IF THERE ARE ANY QUESTIONS, COMMENTS AND/OR EDITS, HE CONFERS WITH THE TAX PREPARER TO DISCUSS THE ITEMS. PRIOR TO SUBMISSION, THE CHIEF FINANCIAL OFFICER SHARES THE RETURN WITH THE BOARD OF TRUSTEES AND DISCUSSES THE FORM WITH THE SCHOOL'S HEAD OF SCHOOL. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE POLICY: THE SCHOOL HAS A FORMAL WRITTEN CONFLICT-OF-INTEREST POLICY. ANNUALLY, ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 DETERMINATION OF COMPENSATION: THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHO USE COMPARABLE DATA AND OTHER METRICS TO SET THE COMPENSATION. THE BOARD APPROVES A GENERAL PERCENTAGE SALARY INCREASE FOR OTHER KEY EMPLOYEES AND ALL OTHER EMPLOYEES. THE HEADMASTER, WITH THE INPUT OF OTHER MEMBERS OF THE ADMINISTRATIVE TEAM, THEN USE COMPARABLE DATA IN ORDER TO ALLOCATE THE AVAILABLE FUNDS. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT-OF-INTEREST POLICY ARE DISTRIBUTED INTERNALLY AND ARE NOT MADE AVAILABLE TO THE PUBLIC.