BUCKLEY COUNTRY DAY SCHOOL: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BUCKLEY COUNTRY DAY SCHOOL (EIN 11-1661352)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-01-12
- IRS object ID
- 202330129349302398
- Schema version
- 2021v4.2
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T10:48:52-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111661352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKLEY COUNTRY DAY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 5166271910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 IU WILLETS ROAD NORTH HILLS | AddressLine1Txt |
| City | ROSLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11576 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSE ALDEANUEVA | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5166271910 | PhoneNum |
| Signature | 2023-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSE | PersonFirstNm |
| Person Last | ALDEANUEVA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2023-01-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEAN-MARC JUHEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 IU WILLETS ROAD NORTH HILLS | AddressLine1Txt |
| City | ROSLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11576 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,283,270 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BUCKLEYCOUNTRYDAY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE EDUCATION TO STUDENTS FROM GENERAL NURSERY THROUGH 8TH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 285 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,629,027 | PYContributionsGrantsAmt |
| CY Contributions Grants | $574,895 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,940,422 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,848,731 | CYProgramServiceRevenueAmt |
| PY Investment Income | $210,492 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,185,805 | CYInvestmentIncomeAmt |
| PY Other Revenue | $170,621 | PYOtherRevenueAmt |
| CY Other Revenue | $113,053 | CYOtherRevenueAmt |
| PY Total Revenue | $15,950,562 | PYTotalRevenueAmt |
| CY Total Revenue | $15,722,484 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,454,650 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,286,917 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,255,489 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,779,259 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $431,496 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,388,717 | PYOtherExpensesAmt |
| CY Other Expenses | $4,228,709 | CYOtherExpensesAmt |
| PY Total Expenses | $14,098,856 | PYTotalExpensesAmt |
| CY Total Expenses | $15,294,885 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,851,706 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $427,599 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,188,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,298,235 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,687,897 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,973,402 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,500,757 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,324,833 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SCHOOL'S MISSION IS GROUNDED IN THE BELIEF EXPRESSED BY B. LORD BUCKLEY THAT OPENING THE EYES AND AWAKENING THE MIND IS THE ESSENCE OF EDUCATION. GUIDED BY THAT MISSION FOR ALMOST A CENTURY, BUCKLEY HAS PURPOSELY FOCUSED ON DEVELOPING A RIGOROUS CURRICULUM AND TEACHING SKILLS REQUIRED FOR THE STUDENTS' FUTURE, WHILE REMAINING COMMITTED TO A LIBERAL ARTS EDUCATION DEDICATED TO NURTURING THE WHOLE CHILD AND FOSTERING JOY IN LIFELONG LEARNING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,201,004 | ExpenseAmt |
| Grant | $2,286,917 | GrantAmt |
| Revenue | $13,849,290 | RevenueAmt |
| Desc | THE SCHOOL IS A CO-EDUCATIONAL INDEPENDENT DAY SCHOOL SERVING 340 CHILDREN IN GRADES TODDLER THROUGH EIGHT. THE SCHOOL IS DESIGNED AS A RIGOROUS LEARNING INSTITUTION TO PREPARE STUDENTS FOR ENTRY INTO SELECTIVE SECONDARY SCHOOLS.UPPER SCHOOL - PROVIDED A FULL ACADEMIC YEAR TO 123 STUDENTS IN GRADES 5-8 INCLUDING 172 CLASS INSTRUCTION DAYS.LOWER SCHOOL - PROVIDED A FULL ACADEMIC YEAR TO 217 STUDENTS IN EARLY CHILDHOOD AND GRADES K-4 INCLUDING 172 CLASS INSTRUCTION DAYS.SUMMER CAMP - PROVIDED A DAY CAMP FOR CHILDREN AGED 2-15 YEARS INCLUDING 29 DAYS OF OPERATION. | Desc |
| Total Program Service Expenses | $12,201,004 | 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 | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | 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 | 0 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 285 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSE ALDEANUEVA CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5166271910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | IU WILLETS ROAD | AddressLine1Txt |
| City | ROSLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11756 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER LEE | |||||||||
| CHAIR | 6.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MOORE | |||||||||
| VICE CHAIR | 6.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HEATHER ALDER SCHOEN | |||||||||
| VICE CHAIR | 6.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL VAMBUTAS | |||||||||
| TREASURER | 6.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LASHERELLE MORGAN | |||||||||
| SECRETARY | 6.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALLISON ANGELILLI MD | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JOHN CRISH | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| KEN FABRICANT | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL FERRUCCI | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ERRIN HATWOOD | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JASON HEMBREY | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| NICK LANE | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SHALINI MIMANI | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SERGIO RAMIREZ | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA SHEN | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY O'SULLIVAN | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET WALSH | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE ZEPHYRIN-OSAYIMWESE MD | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JEAN-MARC JUHEL | |||||||||
| HEAD OF SCHOOL | 40.00 | 0.10 | Yes (X) | $489,613 | $0 | $175,285 | |||
| JOSE ALDEANUEVA | |||||||||
| CFO | 40.00 | 0.10 | Yes (X) | $109,596 | $0 | $5,904 | |||
| COLLEEN FORTUNA | |||||||||
| DIR., ADMISSIONS AND FIN. AID | 40.00 | 0.00 | $135,023 | $0 | $52,040 | Yes (X) | |||
| MAJORIE JEAN-PAUL | |||||||||
| CHIEF COMMUNITY ENGAGEMENT OFFICER | 40.00 | 0.00 | $163,599 | $0 | $11,067 | Yes (X) | |||
| DAN KREIBEL | |||||||||
| HEAD OF UPPER SCHOOL | 40.00 | 0.00 | $134,464 | $0 | $100,494 | Yes (X) | |||
| ELIZABETH LYONS | |||||||||
| ASST. HOS & HEAD OF LOWER SCHOOL | 40.00 | 0.00 | $157,818 | $0 | $11,616 | Yes (X) | |||
| ROGER PERSUAD | |||||||||
| UPPER SCHOOL SCIENCE TEACHER | 40.00 | 0.00 | $136,474 | $0 | $30,696 | Yes (X) | |||
| THERESA FOY | |||||||||
| FORMER CFO | 0.00 | 0.00 | $138,625 | $0 | $32,375 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,465,212 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $419,477 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAGE DINING SERVICES | |||||
| 1402 YORK ROAD | LUTHERVILLE | MD | 21093 | FOOD SERVICES | $769,045 |
| PROFESSIONAL CLEANING PEOPLE INC | |||||
| 1268 SMITHTOWN AVE | BOHEMIA | NY | 11716 | CLEANING SERVICES | $144,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $106,730 | FundraisingAmt |
| Government Grants | $176,226 | GovernmentGrantsAmt |
| All Other Contributions | $291,939 | AllOtherContributionsAmt |
| Noncash Contributions | $9,966 | NoncashContributionsAmt |
| Total Contributions | $574,895 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $11,895,387 | $11,895,387 |
| SUMMER PROGRAM | 611710 | $1,894,507 | $1,894,507 |
| AUXILIARY REVENUE | 611710 | $58,837 | $58,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,848,731 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $189,634 | TotalRevenueColumnAmt |
| Exclusion | $189,634 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,378,324 | SecuritiesAmt |
| Other | $8,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,390,653 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $987,671 | SecuritiesAmt |
| Other | $8,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $996,171 | TotalRevenueColumnAmt |
| Exclusion | $996,171 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $274,096 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $106,730 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $170,133 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,963 | TotalRevenueColumnAmt |
| Exclusion | $103,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $1,100 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,100 | TotalRevenueColumnAmt |
| Exclusion | $1,100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $559 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $559 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $559 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $6,338 | $6,338 |
| LATE FEES | 900099 | $1,093 | $1,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,431 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,722,484 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,849,290 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,298,299 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,286,917 | TotalAmt |
| Program Services | $2,286,917 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $790,898 | TotalAmt |
| Program Services | $395,779 | ProgramServicesAmt |
| Management And General | $395,119 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,735,581 | TotalAmt |
| Program Services | $4,278,830 | ProgramServicesAmt |
| Management And General | $1,203,809 | ManagementAndGeneralAmt |
| Fundraising | $252,942 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,744 | TotalAmt |
| Program Services | $201,613 | ProgramServicesAmt |
| Management And General | $60,913 | ManagementAndGeneralAmt |
| Fundraising | $11,218 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,472,937 | TotalAmt |
| Program Services | $1,294,499 | ProgramServicesAmt |
| Management And General | $153,162 | ManagementAndGeneralAmt |
| Fundraising | $25,276 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,099 | TotalAmt |
| Program Services | $364,179 | ProgramServicesAmt |
| Management And General | $123,823 | ManagementAndGeneralAmt |
| Fundraising | $18,097 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,578 | TotalAmt |
| Management And General | $3,578 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,572 | TotalAmt |
| Management And General | $113,572 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,559 | TotalAmt |
| Management And General | $39,559 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,301 | TotalAmt |
| Program Services | $133,089 | ProgramServicesAmt |
| Management And General | $146,993 | ManagementAndGeneralAmt |
| Fundraising | $1,219 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,291 | TotalAmt |
| Program Services | $60,931 | ProgramServicesAmt |
| Fundraising | $360 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,454 | TotalAmt |
| Program Services | $114,651 | ProgramServicesAmt |
| Management And General | $73,561 | ManagementAndGeneralAmt |
| Fundraising | $56,242 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,079 | TotalAmt |
| Program Services | $139,396 | ProgramServicesAmt |
| Management And General | $3,630 | ManagementAndGeneralAmt |
| Fundraising | $4,053 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,097 | TotalAmt |
| Program Services | $171,489 | ProgramServicesAmt |
| Management And General | $16,007 | ManagementAndGeneralAmt |
| Fundraising | $1,601 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,908 | TotalAmt |
| Program Services | $8,985 | ProgramServicesAmt |
| Management And General | $839 | ManagementAndGeneralAmt |
| Fundraising | $84 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,578 | TotalAmt |
| Program Services | $39,776 | ProgramServicesAmt |
| Management And General | $15,802 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787,247 | TotalAmt |
| Program Services | $700,650 | ProgramServicesAmt |
| Management And General | $78,725 | ManagementAndGeneralAmt |
| Fundraising | $7,872 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,809 | TotalAmt |
| Program Services | $145,427 | ProgramServicesAmt |
| Management And General | $28,334 | ManagementAndGeneralAmt |
| Fundraising | $4,048 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| KITCHEN & HEALTH EXPENS | $785,217 | $745,956 | $31,409 | $7,852 |
| REPAIRS AND MAINTENANCE | $408,116 | $366,070 | $38,224 | $3,822 |
| INSTRUCTIONAL EXPENSES | $317,552 | $317,552 | ||
| TRANSPORTATION | $218,062 | $218,062 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,289 | TotalAmt |
| Program Services | $217,153 | ProgramServicesAmt |
| Management And General | $135,326 | ManagementAndGeneralAmt |
| Fundraising | $36,810 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,294,885 | TotalAmt |
| Program Services | $12,201,004 | ProgramServicesAmt |
| Management And General | $2,662,385 | ManagementAndGeneralAmt |
| Fundraising | $431,496 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,776,574 | BOYAmt |
| EOY | $4,569,450 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,542,296 | BOYAmt |
| EOY | $1,210,869 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,376,025 | BOYAmt |
| EOY | $1,563,336 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,582 | BOYAmt |
| EOY | $53,961 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,421 | BOYAmt |
| EOY | $8,180 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,922 | BOYAmt |
| EOY | $332,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,043,579 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,895,603 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,462,475 | BOYAmt |
| EOY | $10,147,976 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,773,859 | BOYAmt |
| EOY | $7,401,230 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,500 | BOYAmt |
| EOY | $11,178 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,188,654 | BOYAmt |
| EOY | $25,298,235 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,130 | BOYAmt |
| EOY | $702,765 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,529,495 | BOYAmt |
| EOY | $2,742,365 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,528,272 | BOYAmt |
| EOY | $1,528,272 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,687,897 | BOYAmt |
| EOY | $4,973,402 | 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 | $18,441,975 | BOYAmt |
| EOY | $16,632,595 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,058,782 | BOYAmt |
| EOY | $3,692,238 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,500,757 | BOYAmt |
| EOY | $20,324,833 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,188,654 | BOYAmt |
| EOY | $25,298,235 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $427,599 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,236,923 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$366,600 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $681,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,765,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,032,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,629,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $574,895 | CurrentTaxYearAmt |
| Total | $8,683,135 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $681,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,765,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,032,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,629,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $574,895 | CurrentTaxYearAmt |
| Total | $8,683,135 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $898,378 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,784,757 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $145,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,844 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,634 | CurrentTaxYearAmt |
| Total | $781,965 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $351,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $277,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $191,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $130,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,063 | CurrentTaxYearAmt |
| Total | $1,055,583 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,433 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,431 | CurrentTaxYearAmt |
| Total | $213,427 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,734,110 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $69,170,187 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | YEARBOOK - 2017 AMOUNT: $ 27,300. 2018 AMOUNT: $ 31,950. 2019 AMOUNT: $ 27,300. REGISTRATION FEES FORFEITED - 2017 AMOUNT: $ 6,500. 2018 AMOUNT: $ 14,000. 2019 AMOUNT: $ 14,660. OTHER INCOME - 2017 AMOUNT: $ 18,373. 2018 AMOUNT: $ 16,240. 2019 AMOUNT: $ 9,240. 2020 AMOUNT: $ 38,383. 2021 AMOUNT: $ 6,338. LATE FEE - 2020 AMOUNT: $ 2,050. 2021 AMOUNT: $ 1,093. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,500,990 | BeginningYearBalanceAmt |
| Contributions | $83,751 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,060,200 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,508 | OtherExpendituresAmt |
| Administrative Expenses | $39,558 | AdministrativeExpensesAmt |
| End Year Balance | $7,471,475 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,105,590 | BeginningYearBalanceAmt |
| Contributions | $261,518 | ContributionsAmt |
| Investment Earnings Or Losses | $1,341,844 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $164,232 | OtherExpendituresAmt |
| Administrative Expenses | $43,730 | AdministrativeExpensesAmt |
| End Year Balance | $8,500,990 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,982,059 | BeginningYearBalanceAmt |
| Contributions | $148,018 | ContributionsAmt |
| Investment Earnings Or Losses | $23,561 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,000 | OtherExpendituresAmt |
| Administrative Expenses | $38,048 | AdministrativeExpensesAmt |
| End Year Balance | $7,105,590 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,558,973 | BeginningYearBalanceAmt |
| Contributions | $174,650 | ContributionsAmt |
| Investment Earnings Or Losses | $291,442 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $43,006 | OtherExpendituresAmt |
| End Year Balance | $6,982,059 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,011,111 | BeginningYearBalanceAmt |
| Contributions | $309,406 | ContributionsAmt |
| Investment Earnings Or Losses | $281,733 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $43,277 | OtherExpendituresAmt |
| End Year Balance | $6,558,973 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91640 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.06291 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02070 | 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 | $2,646,780 | OtherCostOrOtherBasisAmt |
| Book Value | $2,646,780 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,710,918 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,378,529 | DepreciationAmt |
| Book Value | $6,332,389 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,912,991 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,454,149 | DepreciationAmt |
| Book Value | $458,842 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,307,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,025,016 | DepreciationAmt |
| Book Value | $282,903 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $464,971 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,909 | DepreciationAmt |
| Book Value | $427,062 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,147,976 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYCHECK PROTECTION PROGRAM LOAN | Desc |
| Amt | $1,528,272 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,528,272 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,346,929 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,236,923 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,236,923 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,583,852 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $39,559 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,099,073 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,138,632 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,722,484 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,522,853 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $366,600 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $366,600 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,156,253 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $39,559 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,099,073 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,138,632 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,294,885 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE SCHOOL'S ENDOWMENT IS TO SUPPORT THE LONG TERM FINANCIAL STABILITY OF THE ORGANIZATION. |
| PART X, LINE 2: | THE SCHOOL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SCHOOL IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2019. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID INCLUDED ON PART IX, LINE 2 2,259,450. CAMP SCHOLARSHIPS INCLUDED ON PART IX, LINE 2 27,467. TUITION REMISSION INCLUDED ON PART IX, LINE 9 787,700. PAYROLL INCLUDED ON PART IX, LINE 7 24,456. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | WRITE-OFF OF PLEDGE RECEIVABLES 366,600. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID INCLUDED ON PART IX, LINE 2 2,259,450. CAMP SCHOLARSHIPS INCLUDED ON PART IX, LINE 2 27,467. TUITION REMISSION INCLUDED ON PART IX, LINE 9 787,700. PAYROLL INCLUDED ON PART IX, LINE 7 24,456. |
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 | A GENERAL STATEMENT OF NON-DISCRIMINATION IS PUBLICIZED ON THE SCHOOL'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVES FUNDING FROM NEW YORK STATE. THE CATEGORIES WHERE FUNDING IS APPLIED FOR AND RECEIVED ARE: MANDATED SERVICES AID, COMPREHENSIVE ATTENDANCE PROGRAM, AND PUPIL ATTENDANCE REPORTING. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FALL FAIR | Event1Nm |
| Gross Receipts Event1 | $299,181 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $72,485 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $226,696 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $400 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $23,216 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $39,910 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $44,523 | OtherDirectExpensesEvent1Amt |
| Event2 | SPRING GALA | Event2Nm |
| Gross Receipts Event2 | $81,645 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $34,245 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $47,400 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $33,607 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $12,166 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $16,311 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $380,826 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $106,730 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $274,096 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $400 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $33,607 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,216 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $52,076 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $60,834 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $170,133 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $103,963 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL AID | 109 | $2,259,450 |
| SUMMER CAMP SCHOLARSHIP | 15 | $27,467 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID BUCKLEY USES SCHOOL AND STUDENT SERVICES (SSS), PROVIDED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, TO PROCESS FINANCIAL AID APPLICATIONS AND HELP DETERMINE NEED. THE SSS PROGRAM PRODUCES TWO REPORTS, BASED ON DIRECT PARENT INPUT, WHICH ARE RELEVANT TO A FINANCIAL AID FILE (1) - THE PERSONAL FINANCIAL STATEMENT (PFS) AND (2) - THE REPORT OF FAMILY CONTRIBUTION (RFP). THE ADMISSIONS OFFICE ALSO INCLUDES TAX RETURNS IN THEIR APPLICANT FILES AS AN ADDITIONAL PIECE OF INFORMATION, BUT THESE TAX RETURNS ARE DESTROYED EVERY YEAR. ADDITIONALLY, THE PROCESS INVOLVES AN INTERNAL DISCUSSION THAT IS DOCUMENTED USING A FINANCIAL AID SHEET. THE SHEET COMPILES SUMMARY INFORMATION ABOUT THE FAMILIES AND PRIOR YEAR GRANTS, AND IT PROVIDES A WAY TO SEE ALL THE GRANT AWARDS ON THE BASIS OF A NUMBER OF FACTORS SUCH AS FAMILY INCOME, SSS OUTCOME WHEN AVAILABLE, PRIOR YEARS, SIBLINGS, PERCENTAGE OF SHARED BURDEN BY THE FAMILY, AND GROWTH RELATIVE TO PRIOR YEARS. IT IS A WORKING DOCUMENT RATHER THAN A REPORT, AND IT ADDS UP TO THE TOTAL GRANT AWARD FOR THE ACADEMIC YEAR. SUMMER CAMP SCHOLARSHIP APPLICANTS MUST COMPLETE FINANCIAL AID PAPERWORK WHEN THEY APPLY FOR CAMP FINANCIAL AID. THE CAMP DIRECTOR AND THE OFFICE MANAGER REVIEW THE PAPERWORK AND PUT TOGETHER AN OFFER FOR THE FAMILIES. THE FINANCIAL AID IS DIRECTLY APPLIED TO APPLICANTS' ACCOUNT TO ENSURE THAT THE AID IS ONLY APPLIED TO CAMP. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEAN-MARC JUHEL | ||||||||||||||
| HEAD OF SCHOOL | $379,613 | $0 | $110,000 | $0 | $0 | $0 | $34,475 | $0 | $140,810 | $0 | $664,898 | $0 | $0 | $0 |
| DAN KREIBEL | ||||||||||||||
| HEAD OF UPPER SCHOOL | $134,464 | $0 | $0 | $0 | $0 | $0 | $7,358 | $0 | $93,136 | $0 | $234,958 | $0 | $0 | $0 |
| COLLEEN FORTUNA | ||||||||||||||
| DIR., ADMISSIONS AND FIN. AID | $135,023 | $0 | $0 | $0 | $0 | $0 | $7,505 | $0 | $44,535 | $0 | $187,063 | $0 | $0 | $0 |
| MAJORIE JEAN-PAUL | ||||||||||||||
| CHIEF COMMUNITY ENGAGEMENT OFFICER | $163,599 | $0 | $0 | $0 | $0 | $0 | $8,317 | $0 | $2,750 | $0 | $174,666 | $0 | $0 | $0 |
| THERESA FOY | ||||||||||||||
| FORMER CFO | $138,625 | $0 | $0 | $0 | $0 | $0 | $7,000 | $0 | $25,375 | $0 | $171,000 | $0 | $0 | $0 |
| ELIZABETH LYONS | ||||||||||||||
| ASST. HOS & HEAD OF LOWER SCHOOL | $157,818 | $0 | $0 | $0 | $0 | $0 | $11,084 | $0 | $532 | $0 | $169,434 | $0 | $0 | $0 |
| ROGER PERSUAD | ||||||||||||||
| UPPER SCHOOL SCIENCE TEACHER | $136,474 | $0 | $0 | $0 | $0 | $0 | $10,179 | $0 | $20,517 | $0 | $167,170 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AS OUTLINED IN THE EMPLOYMENT AGREEMENTS WITH THE SCHOOL, THE HEAD OF SCHOOL, THE FORMER CFO, AND THE HEAD OF UPPER SCHOOL ARE REQUIRED TO RESIDE ON CAMPUS TO MEET THE ONGOING NEEDS OF THE SCHOOL COMMUNITY UNDER SECTION 119. THE SCHOOL PROVIDED THE HEAD OF SCHOOL WITH A HOUSING ALLOWANCE IN THE AMOUNT OF $72,000, THE FORMER CFO AN ALLOWANCE IN THE AMOUNT OF $24,000, AND THE HEAD OF UPPER SCHOOL AN ALLOWANCE IN THE AMOUNT OF $24,000. THESE HOUSING ALLOWANCES WERE TREATED AS NONTAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, COLUMN D. |
| PART I, LINE 7 | CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2021 WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2021 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $53,200 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION ASSISTANCE | AssistancePurposeTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR THEIR REVIEW, COMMENT AND DISCUSSION WITH THE OUTSIDE ACCOUNTANTS. THEN THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES IS AFFORDED AMPLE TIME TO REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH THE BOARD ANNUALLY MONITORS AND ENFORCES. THE BOARD MANDATES EACH TRUSTEE, OFFICER AND KEY EMPLOYEE (IF ANY) OF THE SCHOOL TO ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE HEAD OF THE SCHOOL OR AUDIT COMMITTEE CHAIR WHO WILL IN-TURN DISCLOSE SUCH CONFLICT TO THE AUDIT COMMITTEE OR TO THE BOARD INCLUDING DISCLOSURE OF ANY MATERIAL FACTS. AFTER DISCLOSURE OF THE INTEREST AND ALL OTHER MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON IS NOT PRESENT AT ANY POINT WHILE THE DETERMINATION OF CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY REMAINING BOARD OR COMMITTEE MEMBERS. THE AUDIT COMMITTEE OR THE BOARD WILL EVALUATE THE CONFLICT OF INTEREST AND TAKE THE NECESSARY ACTIONS TO SOLVE THE MATTER WHILE PREVENTING OR MINIMIZING ANY RISKS TO THE SCHOOL. THE TRUSTEE, OFFICER OR EMPLOYEE WITH THE ACTUAL OR SUSPECTED CONFLICT OF INTEREST IS PROHIBITED FROM ATTEMPTING TO INFLUENCE IMPROPERLY THE DELIBERATION OR VOTING ON THE MATTER GIVING RISE TO SUCH CONFLICT. THE EXISTENCE AND RESOLUTION OF THE CONFLICT WILL BE DOCUMENTED IN THE SCHOOL'S RECORDS, INCLUDING IN THE MINUTES OF ANY MEETING AT WHICH THE CONFLICT WAS DISCUSSED OR VOTED UPON. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEAD OF SCHOOL'S COMPENSATION IS ESTABLISHED BY THE BOARD EXECUTIVE COMMITTEE; COMPRISED OF THE BOARD CHAIR AND SEVERAL OTHER LONG-STANDING BOARD MEMBERS WHO ARE INDEPENDENT OF THE INDIVIDUAL BEING HIRED. IN DETERMINING THIS COMPENSATION, THE COMMITTEE REVIEWS THE INDIVIDUAL'S PROFESSIONAL EXPERIENCE AND PRIOR SALARY HISTORY, AND REFERS TO CURRENT NYSAIS, NAIS, GUIDESTAR AND SIMILAR SALARY INFORMATION, AS A BENCHMARK FOR COMPENSATION FOR SIMILAR POSITIONS. ANNUALLY, THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED AND BENCHMARKED WITH PEER INSTITUTIONS OPERATING SIMILAR INDEPENDENT SCHOOLS IN THIS REGION. THE BOARD OF TRUSTEES VOTE AND APPROVE THE HEAD OF SCHOOL'S SALARY. OFFICER COMPENSATION: THE COMPENSATION FOR OFFICERS IS DETERMINED BY THE HEAD OF SCHOOL, AFTER REVIEWING THE INDIVIDUAL'S PROFESSIONAL EXPERIENCE, CREDENTIALS AND PRIOR SALARY HISTORY AND APPROVED BY THE BOARD OF TRUSTEES. THE HEAD OF SCHOOL REFERS TO INDUSTRY BENCHMARKING TOOLS TO ASSIST IN ESTABLISHING A SALARY FOR ALL OFFICERS. ANNUALLY, EACH KEY EMPLOYEE PARTICIPATES IN A REVIEW PROCESS WITH THE HEAD OF SCHOOL AND SALARY MODIFICATIONS ARE OUTLINED IN A LETTER OF AGREEMENT. OFFICER SALARIES ARE INCLUDED IN THE SCHOOL'S BUDGET IN DESIGNATED DEPARTMENT LINE ITEMS; INCLUDED WITH OTHER EMPLOYEES WHO ALSO SERVE IN THOSE SPECIFIC DEPARTMENTS. THE COMPENSATION REVIEW PROCESS LAST TOOK PLACE DURING FISCAL YEAR 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, AND FORM 990 ARE ALSO AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | WRITE-OFF OF PLEDGES RECEIVABLES -366,600. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKLEY COUNTRY DAY CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 IU WILLETS ROAD NORTH HILLS | AddressLine1Txt |
| City | ROSLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11576 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113389384 | EIN |
| Primary Activities | TITLE HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(2) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKLEY COUNTRY DAY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKLEY COUNTRY CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 IU WILLETS ROAD NORTH HILLS | AddressLine1Txt |
| City | ROSLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11576 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113552273 | EIN |
| Primary Activities | TITLE HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKLEY COUNTRY DAY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | 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 | 0 | 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 |
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