TRUSTEES OF THE LAWRENCEVILLE SCHOOL: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF THE LAWRENCEVILLE SCHOOL (EIN 21-0634503)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-11
- IRS object ID
- 202311319349306106
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T16:35:35-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | 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 | 210634503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAWRENCEVILLE SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 6098952157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6126 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOYE NAGLE | PersonNm |
| Person Title | DIR OF FINANCE & CONTROLLER | PersonTitleTxt |
| Phone | 6098952157 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOYE | PersonFirstNm |
| Person Last | NAGLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2023-05-10 | 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 | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN S MURRAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6126 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $350,759,600 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAWRENCEVILLE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1810 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | THROUGH HOUSE AND HARKNESS, THE LAWRENCEVILLE SCHOOL CHALLENGES A DIVERSE COMMUNITY OF PROMISING YOUNG PEOPLE TO LEAD LIVES OF LEARNING, INTEGRITY, AND HIGH PURPOSE. OUR MISSION IS TO INSPIRE THE BEST IN EACH TO SEEK THE BEST FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 648 | TotalEmployeeCnt |
| Total Volunteers | 270 | TotalVolunteersCnt |
| Total Gross UBI | $1,586,173 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $44,970,407 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,418,782 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $53,404,475 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $55,916,227 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,326,796 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,109,880 | CYInvestmentIncomeAmt |
| PY Other Revenue | $181,550 | PYOtherRevenueAmt |
| CY Other Revenue | $705,694 | CYOtherRevenueAmt |
| PY Total Revenue | $118,883,228 | PYTotalRevenueAmt |
| CY Total Revenue | $95,150,583 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,319,525 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,477,293 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $43,219,392 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,144,087 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $13,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $21,333 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,726,326 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $40,384,747 | PYOtherExpensesAmt |
| CY Other Expenses | $37,011,028 | CYOtherExpensesAmt |
| PY Total Expenses | $98,937,164 | PYTotalExpensesAmt |
| CY Total Expenses | $96,653,741 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,946,064 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,503,158 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,115,399,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,058,874,200 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $107,758,457 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $121,130,656 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,007,640,988 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $937,743,544 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THROUGH HOUSE AND HARKNESS, THE LAWRENCEVILLE SCHOOL CHALLENGES A DIVERSE COMMUNITY OF PROMISING YOUNG PEOPLE TO LEAD LIVES OF LEARNING, INTEGRITY, AND HIGH PURPOSE. OUR MISSION IS TO INSPIRE THE BEST IN EACH TO SEEK THE BEST FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $65,030,359 | ExpenseAmt |
| Grant | $15,477,293 | GrantAmt |
| Revenue | $55,747,346 | RevenueAmt |
| Desc | STUDENT SERVICES: IN 1936, EDUCATIONAL PHILANTHROPIST EDWARD S. HARKNESS HELPED LAWRENCEVILLE RECONFIGURE THE SCHOOL'S CLASSROOMS AROUND OVAL 'HARKNESS' TABLES THAT REPLACED LECTURE AND MEMORIZATION WITH SHARED INQUIRY AND DISCOVERY.BY CONNECTING THE RIGOROUS INTELLECTUAL CULTURE AROUND THE HARKNESS TABLE TO OUTSTANDING EXPERIENTIAL AND EXTRACURRICULAR OPPORTUNITIES SPANNING ACADEMIC, ATHLETIC, ARTISTIC, CULTURAL, SCIENTIFIC, SERVICE, AND SOCIAL ENDEAVORS, LAWRENCEVILLE DEEPENS UNDERSTANDING, REINFORCES SELF-CONFIDENCE, SPAWNS CREATIVITY, AND FOSTERS INITIATIVE AND LEADERSHIP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTINUATION OF LINE 4A:WE EMPOWER STUDENTS TO LEARN AND THINK FOR THEMSELVES, AND TO SUBJECT PRELIMINARY UNDERSTANDING TO CRITICAL REVIEW. LAWRENCEVILLE ENCOURAGES STUDENTS TO PUT IN THE WORK, PURSUE THEIR PASSIONS, AND DEVELOP THEIR TALENTS, INSPIRING THE BEST IN EACH TO SEEK THE BEST FOR ALL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $65,030,359 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | 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 | 0 | 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 | 146 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 648 | 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 | 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYE NAGLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6098952157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6126 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08648 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BRASWELL PORTER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRODY HYMAN J | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BROWN WHITNEY HAILAND | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAHILL VINCENT J | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FANG JEAN S | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FRUMKIN JOSEPH B | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GAW GOODWIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GRISWOLD BENJAMIN H | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWELL LAWRENCE D II | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KIRBY JEFFERSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LARSEN MARK M | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MABRY MARCUS B | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIO JEREMY K | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MELLET CELESTE M | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MURRAY STEPHEN S | ||||||||
| HEAD OF SCHOOL, ASST. SECRETARY | 40.00 | Yes (X) | $657,238 | $0 | $453,636 | Yes (X) | ||
| ROBBINS WILLIAMS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCHANKLER CORRENTE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAW LEUCRETIA BROWN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STAIKOS JENNIFER RIDLEY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TAPIERO DANIEL M | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TATUM LISA MSKEETE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TSAI JOSEPH C | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VISWANATHAN MEERA S PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VOLPP KEVIN G PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VORIS ALEXANDRA BUCKLEY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WALDRON JOHN E | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WEISS JONATHAN G | ||||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GOODRICH CHRISTINA | ||||||||
| DIRECTOR OF FINANCE | 40.00 | $166,811 | $0 | $36,094 | Yes (X) | |||
| HAMMOND BENJAMIN C | ||||||||
| CFO/SECRETARY/TREASURER | 40.00 | $294,732 | $0 | $303,383 | Yes (X) | |||
| ISAACSON MARCIA | ||||||||
| GENERAL COUNSEL, ASST. SECRETARY | 40.00 | $222,014 | $0 | $39,400 | Yes (X) | |||
| BARNES MARY KATE | ||||||||
| DIR OF ADVANCEMENT/ASST HOS | 40.00 | $336,945 | $0 | $166,182 | Yes (X) | |||
| BUCKLES GREGORY | ||||||||
| DEAN OF ENROLLMENT MANAGEM | 40.00 | $323,472 | $0 | $93,866 | Yes (X) | |||
| CUNNINGHAM JOHN C | ||||||||
| ASST HOS | 40.00 | $193,795 | $0 | $130,477 | Yes (X) | |||
| DEVINE PETER | ||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | $231,708 | $0 | $268,436 | Yes (X) | |||
| KOSOFF EMILIE | ||||||||
| DEAN OF FACULTY | 40.00 | $164,778 | $0 | $129,017 | Yes (X) | |||
| SCOTT MARQUIS | ||||||||
| ASST HOS/CHIEF TECH OFFICE | 40.00 | $183,491 | $0 | $127,132 | Yes (X) | |||
| CARTER GREGORY | ||||||||
| ASST. DIR. OF ADVANCEMENT | 40.00 | $178,115 | $0 | $84,334 | Yes (X) | |||
| GRAHAM ERIN | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $191,628 | $0 | $71,137 | Yes (X) | |||
| HOLIFIELD MARSHALL | ||||||||
| DIRECTOR OF DIVERSITY, EQUITY, AND INCLUSION | 40.00 | $382,648 | $0 | $20,965 | Yes (X) | |||
| KRAUT BRUCE | ||||||||
| MEDICAL DIRECTOR | 40.00 | $195,657 | $0 | $228,330 | Yes (X) | |||
| MUNTZ JERRY | ||||||||
| DIRECTOR OF PLANNED GIVING | 40.00 | $179,680 | $0 | $36,459 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,902,712 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,188,848 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 56 | 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 |
|---|---|---|---|---|---|
| THE ALBERT M HIGLEY CO LLC | |||||
| 3636 EUCLID AVE | CLEVELAND | OH | 44115 | CONSTRUCTION | $44,031,988 |
| VJ SCOZZARI & SONS INC | |||||
| 84 ROUTE 31 NORTH SUITE 201 | PENNINGTON | NJ | 08534 | CONSTRUCTION | $4,041,799 |
| SUSTAINABLE FARE-DINING | |||||
| PO BOX 543 | ISLAND HEIGHTS | NJ | 08732 | FOOD SERVICES | $3,433,569 |
| SASAKI ASSOCIATES | |||||
| 64 PLEASANT STREET | WATERTOWN | MA | 02472 | CONSTRUCTION DESIGN | $2,113,951 |
| L & A TENT RENTALS | |||||
| 200 B WHITEHEAD RD | HAMILOTON | NJ | 08619 | TENT RENTALS | $976,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 45 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $24,418,782 | AllOtherContributionsAmt |
| Noncash Contributions | $687,970 | NoncashContributionsAmt |
| Total Contributions | $24,418,782 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $55,317,091 | $55,317,091 |
| AUXILIARY PROGRAMS | 713940 | $599,136 | $599,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $55,916,227 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,929,069 | TotalRevenueColumnAmt |
| Exclusion | $1,929,069 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $121,459 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,625 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $111,834 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,834 | TotalRevenueColumnAmt |
| Exclusion | $111,834 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $267,222,142 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $255,041,331 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,180,811 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,180,811 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,325,025 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,855,786 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $389,180 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $558,061 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$168,881 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$168,881 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| SUMMER CAMP PROGRAMS | 713940 | $149,253 | $149,253 |
| ICE RINK | 713940 | $111,895 | $111,895 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $501,593 | TotalRevenueColumnAmt |
| Exclusion | $501,593 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $762,741 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,150,583 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $55,747,346 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,586,173 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,398,282 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,723 | TotalAmt |
| Program Services | $81,723 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,395,570 | TotalAmt |
| Program Services | $15,395,570 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,894,361 | TotalAmt |
| Program Services | $668,648 | ProgramServicesAmt |
| Management And General | $2,485,548 | ManagementAndGeneralAmt |
| Fundraising | $740,165 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,093,131 | TotalAmt |
| Program Services | $17,177,880 | ProgramServicesAmt |
| Management And General | $7,148,021 | ManagementAndGeneralAmt |
| Fundraising | $3,767,230 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,993,320 | TotalAmt |
| Program Services | $1,169,452 | ProgramServicesAmt |
| Management And General | $1,501,452 | ManagementAndGeneralAmt |
| Fundraising | $322,416 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,940,280 | TotalAmt |
| Program Services | $4,243,601 | ProgramServicesAmt |
| Management And General | $1,633,902 | ManagementAndGeneralAmt |
| Fundraising | $1,062,777 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,222,995 | TotalAmt |
| Program Services | $1,304,722 | ProgramServicesAmt |
| Management And General | $543,729 | ManagementAndGeneralAmt |
| Fundraising | $374,544 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,962 | TotalAmt |
| Management And General | $396,361 | ManagementAndGeneralAmt |
| Fundraising | $1,601 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,640 | TotalAmt |
| Management And General | $138,640 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,333 | TotalAmt |
| Fundraising | $21,333 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,158,269 | TotalAmt |
| Management And General | $5,158,269 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,155,537 | TotalAmt |
| Program Services | $1,548,043 | ProgramServicesAmt |
| Management And General | $528,353 | ManagementAndGeneralAmt |
| Fundraising | $79,141 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,744 | TotalAmt |
| Program Services | $2,237 | ProgramServicesAmt |
| Management And General | $19,564 | ManagementAndGeneralAmt |
| Fundraising | $111,943 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,942,553 | TotalAmt |
| Program Services | $2,354,669 | ProgramServicesAmt |
| Management And General | $446,393 | ManagementAndGeneralAmt |
| Fundraising | $141,491 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,841,465 | TotalAmt |
| Program Services | $1,065,938 | ProgramServicesAmt |
| Management And General | $502,134 | ManagementAndGeneralAmt |
| Fundraising | $273,393 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,213,807 | TotalAmt |
| Program Services | $2,966,263 | ProgramServicesAmt |
| Management And General | $220,219 | ManagementAndGeneralAmt |
| Fundraising | $27,325 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,355,007 | TotalAmt |
| Program Services | $1,048,792 | ProgramServicesAmt |
| Management And General | $187,266 | ManagementAndGeneralAmt |
| Fundraising | $118,949 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,288 | TotalAmt |
| Program Services | $118,879 | ProgramServicesAmt |
| Management And General | $31,246 | ManagementAndGeneralAmt |
| Fundraising | $5,163 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,035 | TotalAmt |
| Program Services | $746,719 | ProgramServicesAmt |
| Management And General | $55,437 | ManagementAndGeneralAmt |
| Fundraising | $6,879 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,687,836 | TotalAmt |
| Program Services | $8,018,652 | ProgramServicesAmt |
| Management And General | $595,316 | ManagementAndGeneralAmt |
| Fundraising | $73,868 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,210 | TotalAmt |
| Program Services | $613,049 | ProgramServicesAmt |
| Management And General | $45,514 | ManagementAndGeneralAmt |
| Fundraising | $5,647 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICES | $3,446,712 | $3,181,227 | $236,179 | $29,306 |
| COVID EXPENSES | $1,682,555 | $284,586 | $1,397,383 | $586 |
| NONCAPITALIZED REPAIR & | $1,058,692 | $977,146 | $72,545 | $9,001 |
| EVENTS | $762,008 | $346,268 | $112,879 | $302,861 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,407,708 | TotalAmt |
| Program Services | $1,716,295 | ProgramServicesAmt |
| Management And General | $440,706 | ManagementAndGeneralAmt |
| Fundraising | $250,707 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,653,741 | TotalAmt |
| Program Services | $65,030,359 | ProgramServicesAmt |
| Management And General | $23,897,056 | ManagementAndGeneralAmt |
| Fundraising | $7,726,326 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,966,563 | BOYAmt |
| EOY | $46,765,292 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,143,320 | BOYAmt |
| EOY | $31,275,859 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,387,846 | BOYAmt |
| EOY | $65,998,902 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,654,914 | BOYAmt |
| EOY | $1,269,483 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,320 | BOYAmt |
| EOY | $146,098 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,507,360 | BOYAmt |
| EOY | $3,188,061 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,159 | BOYAmt |
| EOY | $65,412 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $870,217 | BOYAmt |
| EOY | $909,813 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $351,972,073 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $186,156,869 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,366,538 | BOYAmt |
| EOY | $165,815,204 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,046,382 | BOYAmt |
| EOY | $140,765,924 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,040,681 | BOYAmt |
| EOY | $490,215,984 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,089,145 | BOYAmt |
| EOY | $112,458,168 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,115,399,445 | BOYAmt |
| EOY | $1,058,874,200 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,376,516 | BOYAmt |
| EOY | $27,019,440 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,289,811 | BOYAmt |
| EOY | $17,476,872 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,055,011 | BOYAmt |
| EOY | $42,280,520 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,104,886 | BOYAmt |
| EOY | $948,668 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,932,233 | BOYAmt |
| EOY | $33,405,156 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,758,457 | BOYAmt |
| EOY | $121,130,656 | 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 | $275,520,304 | BOYAmt |
| EOY | $291,053,468 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,120,684 | BOYAmt |
| EOY | $646,690,076 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,007,640,988 | BOYAmt |
| EOY | $937,743,544 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,115,399,445 | BOYAmt |
| EOY | $1,058,874,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,503,158 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$66,871,974 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,522,312 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,129,332 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,961,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,926,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,970,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,418,782 | CurrentTaxYearAmt |
| Total | $225,407,303 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,129,332 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,961,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,926,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,970,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,418,782 | CurrentTaxYearAmt |
| Total | $225,407,303 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $61,529,608 | SubstantialContributorsTotAmt |
| Public Support Total170 | $163,877,695 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,387,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,803,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,360,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,616,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,050,528 | CurrentTaxYearAmt |
| Total | $18,219,315 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,320,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $999,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,457,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $644,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,586,173 | CurrentTaxYearAmt |
| Total | $6,008,362 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $371,652 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $407,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $276,307 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $501,593 | CurrentTaxYearAmt |
| Total | $1,557,428 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $251,192,408 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $268,402,122 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44880 | 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 | OTHER INCOME - 2017 AMOUNT: $ 371,652. 2018 AMOUNT: $ 407,876. 2020 AMOUNT: $ 276,307. 2021 AMOUNT: $ 501,593. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $680,569,360 | BeginningYearBalanceAmt |
| Contributions | $14,869,211 | ContributionsAmt |
| Investment Earnings Or Losses | -$57,150,440 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,990,129 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,544,591 | OtherExpendituresAmt |
| End Year Balance | $617,753,411 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $497,998,599 | BeginningYearBalanceAmt |
| Contributions | $13,226,950 | ContributionsAmt |
| Investment Earnings Or Losses | $189,985,196 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,915,638 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,725,747 | OtherExpendituresAmt |
| End Year Balance | $680,569,360 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $500,296,563 | BeginningYearBalanceAmt |
| Contributions | $7,687,157 | ContributionsAmt |
| Investment Earnings Or Losses | $12,146,340 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,658,988 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,472,473 | OtherExpendituresAmt |
| End Year Balance | $497,998,599 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $475,671,199 | BeginningYearBalanceAmt |
| Contributions | $18,613,216 | ContributionsAmt |
| Investment Earnings Or Losses | $25,818,526 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,745,655 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,060,723 | OtherExpendituresAmt |
| End Year Balance | $500,296,563 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $441,353,149 | BeginningYearBalanceAmt |
| Contributions | $10,040,986 | ContributionsAmt |
| Investment Earnings Or Losses | $44,108,748 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,579,593 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,252,091 | OtherExpendituresAmt |
| End Year Balance | $475,671,199 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30000 | 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 | $9,929,702 | OtherCostOrOtherBasisAmt |
| Book Value | $9,929,702 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $293,601,237 | OtherCostOrOtherBasisAmt |
| Depreciation | $163,459,968 | DepreciationAmt |
| Book Value | $130,141,269 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,441,134 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,696,901 | DepreciationAmt |
| Book Value | $25,744,233 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $165,815,204 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $174,626,119 | F |
| LIMITED PARTNERSHIPS | $290,910,525 | F |
| GLOBAL EX U.S. EQUITY | $24,679,340 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $490,215,984 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSTRUCTION IN PROGRESS | $112,149,416 |
| SECURITY DEPOSITS | $308,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $112,458,168 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER SPLIT-INTEREST AGREEMENTS | $2,635,499 |
| ASSET RETIREMENT OBLIGATION | $966,116 |
| LONG-TERM DEBT | $29,803,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,405,156 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,596,159 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$66,871,974 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$17,091,867 | OtherRevenueAmt |
| Revenue Not Reported | -$83,963,841 | RevenueNotReportedAmt |
| Revenue Subtotal | $90,560,000 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,158,269 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$567,686 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,590,583 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $95,150,583 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $76,493,603 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $567,686 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $567,686 | ExpensesNotReportedAmt |
| Expenses Subtotal | $75,925,917 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,158,269 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $15,569,555 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $20,727,824 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $96,653,741 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE FOCUS OF LAWRENCEVILLE'S COLLECTION IS TO INTEGRATE ART INTO THE LIVES OF PEOPLE, INSPIRING INDIVIDUAL REFLECTION, COMMUNITY DIALOGUE, AND HISTORICAL AND CULTURAL AWARENESS. WE BELIEVE IN THE POWER OF ART TO STIMULATE CREATIVE THINKING, AESTHETIC APPRECIATION, AND ENJOYMENT. LAWRENCEVILLE'S COLLECTION OF ART IS BROKEN DOWN INTO THREE CATEGORIES: PERMANENT COLLECTION (ART THAT HAS BEEN CAREFULLY REVIEWED TO BE INCLUDED IN THIS CATEGORY); FURNISHINGS COLLECTION (ART THAT IS NOT INCLUDED IN THE PERMANENT COLLECTION, HOWEVER IT HAS A VALUE AS DECORATIVE ART OR FOR TEACHING PURPOSES); AND LAWRENCEVILLE COLLECTION (WORK BY ALUMNI, THAT MAY OR MAY NOT BE PART OF THE PERMANENT COLLECTION AS WELL). THE EXHIBITIONS AND PROGRAMS OF THE GALLERIES, WHICH INCLUDE AN ADDITIONAL FIVE TO SIX EXHIBITS OF WORK NOT PART OF THE SCHOOL'S COLLECTIONS, ARE INTENDED TO INSPIRE AND CHALLENGE THE SCHOOL COMMUNITY WHILE OFFERING A RESOURCE FOR TEACHING IN ALL DISCIPLINES. |
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF 788 FUNDS AS OF JUNE 30, 2022 THAT HAVE BEEN ESTABLISHED BY DONORS AND THE SCHOOL TO SUPPORT SCHOLARSHIP AID, FACULTY COMPENSATION, BUILDING MAINTENANCE AND OTHER GENERAL OPERATIONS. |
| PART X, LINE 2: | THE SCHOOL ACCOUNTS FOR INCOME TAX PROVISIONS INCLUDED IN ASC 740, WHICH PRESCRIBES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE FINANCIAL STATEMENTS. TAX POSITIONS MUST MEET A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD TO BE RECOGNIZED. THE SCHOOL MONITORS AND ASSESSES ITS TAX POSITIONS THROUGHOUT THE YEAR AND BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -862,281. NET APPRECIATION IN FAIR VALUE OF INTEREST RATE SWAPS -660,031. SCHOLARSHIP AID -15,569,555. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -558,061. RENTAL EXPENSES -9,625. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 558,061. RENTAL EXPENSES 9,625. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP AID 15,569,555. |
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 | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE LAWRENCEVILLE SCHOOL IS EXEMPT FROM THIS PUBLICITY REQUIREMENT PER SECTION 4.03.2.B. NONETHELESS, LAWRENCEVILLE PUBLISHED A QUALIFYING PRINT ADVERTISEMENT THROUGH NJAIS DURING THE PERIOD. LAWRENCEVILLE'S NONDISCRIMINATION POLICY MAY ALSO BE FOUND ON THE SCHOOL'S WEBSITE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | INVESTMENTS | $6,276,522 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | INVESTMENTS | $229,382,482 |
| 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 | $235,659,004 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $235,659,004 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THROUGH THE HARKNESS PROGRAM, THE LAWRENCEVILLE SCHOOL IS DEDICATED TO ENSURING THAT EVERY STUDENT HAS THE OPPORTUNITY TO HAVE A MEANINGFUL AND AUTHENTIC EXPERIENCE ABROAD TIED TO OUR CURRICULUM, SERVICE PROGRAMS OR OTHER CO-CURRICULAR INITIATIVES. INHERENT IN SUCH A PROGRAM IS A DESIRE TO MAKE OUR STUDENTS MORE AWARE OF GLOBAL ISSUES AND DIFFERENT CULTURES, AS WELL AS STRESS THE IMPORTANCE OF ESTABLISHING PERSONAL CONNECTIONS TO OTHERS AROUND THE WORLD. THE ULTIMATE GOAL OF THE HARKNESS TRAVEL PROGRAM IS TO CREATE MORE RESPONSIBLE, GLOBAL CITIZENS THROUGH A CREATIVE AND HOLISTIC APPROACH TO LEARNING. |
| PART I, LINE 3: | THE SCHOOL'S EXPENDITURES ARE RECORDED USING THE ACCRUAL METHOD OF ACCOUNTING. |
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 3 (D) | INVESTMENTS INCLUDED IN THIS SECTION RELATE TO INVESTMENT HOLDINGS INCLUDED IN THE SCHOOL'S ENDOWMENT PORTFOLIO. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD A JOYCE FUNDRAISING CONSULTANT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 OAKWOOD DRIVE | AddressLine1Txt |
| City | YARMOUTH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $21,333 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $21,333 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE TOWNSHIP EDUCATION FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6531 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 223192024 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $76,023 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | ANNUAL DONATION FOR GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 265 | RecipientCnt |
| Cash Grant | $15,395,570 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE LAWRENCEVILLE SCHOOL USES SCHOOL AND STUDENT SERVICES (SSS) TO PROCESS SCHOLARSHIP AID APPLICATIONS. SSS IS A SERVICE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. PARENTS OF STUDENTS COMPLETE THE PARENTS' FINANCIAL STATEMENT (PFS) FORM AND SUBMIT IT TO SSS ALONG WITH THE REQUIRED COPIES OF TAX RETURNS AND PROOF OF INCOME. SSS PREPARES A NEED ANALYSIS REPORT WHICH SUGGESTS THE AMOUNT FAMILIES CAN CONTRIBUTE TOWARD EDUCATIONAL COSTS SINCE NOT ALL FAMILIES' FINANCIAL SITUATIONS ARE EQUAL, | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| 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 | Yes (1) | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MURRAY STEPHEN S | ||||||||||||||
| HEAD OF SCHOOL, ASST. SECRETARY | $518,644 | $0 | $105,000 | $0 | $33,594 | $0 | $161,250 | $0 | $292,386 | $0 | $1,110,874 | $0 | $0 | $0 |
| HAMMOND BENJAMIN C | ||||||||||||||
| CFO/SECRETARY/TREASURER | $270,232 | $0 | $5,000 | $0 | $19,500 | $0 | $85,625 | $0 | $217,758 | $0 | $598,115 | $0 | $0 | $0 |
| BARNES MARY KATE | ||||||||||||||
| DIR OF ADVANCEMENT/ASST HOS | $313,445 | $0 | $5,000 | $0 | $18,500 | $0 | $85,625 | $0 | $80,557 | $0 | $503,127 | $0 | $0 | $0 |
| DEVINE PETER | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $226,708 | $0 | $5,000 | $0 | $0 | $0 | $80,004 | $0 | $188,432 | $0 | $500,144 | $0 | $0 | $0 |
| KRAUT BRUCE | ||||||||||||||
| MEDICAL DIRECTOR | $185,657 | $0 | $10,000 | $0 | $0 | $0 | $26,742 | $0 | $201,588 | $0 | $423,987 | $0 | $0 | $0 |
| BUCKLES GREGORY | ||||||||||||||
| DEAN OF ENROLLMENT MANAGEM | $218,472 | $0 | $105,000 | $0 | $0 | $0 | $23,125 | $0 | $70,741 | $0 | $417,338 | $0 | $0 | $0 |
| HOLIFIELD MARSHALL | ||||||||||||||
| DIRECTOR OF DIVERSITY, EQUITY, AND I | $83,645 | $0 | $5,000 | $0 | $294,003 | $0 | $10,625 | $0 | $10,340 | $0 | $403,613 | $0 | $0 | $0 |
| CUNNINGHAM JOHN C | ||||||||||||||
| ASST HOS | $168,795 | $0 | $5,000 | $0 | $20,000 | $0 | $23,596 | $0 | $106,881 | $0 | $324,272 | $0 | $0 | $0 |
| SCOTT MARQUIS | ||||||||||||||
| ASST HOS/CHIEF TECH OFFICE | $178,491 | $0 | $5,000 | $0 | $0 | $0 | $23,726 | $0 | $103,406 | $0 | $310,623 | $0 | $0 | $0 |
| KOSOFF EMILIE | ||||||||||||||
| DEAN OF FACULTY | $134,778 | $0 | $30,000 | $0 | $0 | $0 | $17,500 | $0 | $111,517 | $0 | $293,795 | $0 | $0 | $0 |
| GRAHAM ERIN | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $129,200 | $0 | $0 | $0 | $62,428 | $0 | $62,041 | $0 | $9,096 | $0 | $262,765 | $0 | $0 | $0 |
| CARTER GREGORY | ||||||||||||||
| ASST. DIR. OF ADVANCEMENT | $176,449 | $0 | $0 | $0 | $1,666 | $0 | $43,664 | $0 | $40,670 | $0 | $262,449 | $0 | $0 | $0 |
| ISAACSON MARCIA | ||||||||||||||
| GENERAL COUNSEL, ASST. SECRETARY | $206,014 | $0 | $16,000 | $0 | $0 | $0 | $26,008 | $0 | $13,392 | $0 | $261,414 | $0 | $0 | $0 |
| MUNTZ JERRY | ||||||||||||||
| DIRECTOR OF PLANNED GIVING | $179,680 | $0 | $0 | $0 | $0 | $0 | $22,731 | $0 | $13,728 | $0 | $216,139 | $0 | $0 | $0 |
| GOODRICH CHRISTINA | ||||||||||||||
| DIRECTOR OF FINANCE | $166,811 | $0 | $0 | $0 | $0 | $0 | $21,212 | $0 | $14,882 | $0 | $202,905 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1B | OCCUPANCY OF CAMPUS HOUSING IS REQUIRED FOR CERTAIN EMPLOYEES AS A CONDITION OF EMPLOYMENT. SINCE THIS CONDITION IS FOR THE SCHOOL'S BENEFIT, IT IS TREATED AS A NON-TAXABLE BENEFIT TO THE EMPLOYEE, PER SECTION P.L. 115-97 OF THE IRS CODE. THE HEAD OF SCHOOL'S RESIDENCE ALSO SERVES AS A LOCATION TO HOST MANY SCHOOL EVENTS. ALL SCHOOL BUSINESS-RELATED SOCIAL CLUB DUES PAID BY THE DIRECTOR OF DEVELOPMENT AND DIRECTOR OF ADVANCEMENT ARE REIMBURSED BY THE SCHOOL AND TREATED AS NON-TAXABLE BENEFITS. |
| PART I, LINES 4A-B | THE FOLLOWING AMOUNTS WERE ACCRUED FOR THE PARTICIPANTS IN THE 457(F) DEFERRED COMPENSATION PLAN AS OF JUNE 30, 2022: MURRAY, STEPHEN $ 125,000 HAMMOND, BENJAMIN $ 50,000 BARNES, MARY KATE $ 50,000 DEVINE, PETER $ 50,000 CARTER, GREGORY $20,000 MARSHALL HOLIFIELD AND ERIN GRAHAM RECEIVED PAYMENTS AT SEPARATION FROM THE SCHOOL TO COMPLETE CONTRACTUAL OBLIGATIONS. THOSE AMOUNTS ARE REPORTED ON SCHEDULE J, PART II, COLUM (B) (III). |
| PART I, LINE 7 | BONUSES ARE PAID TO INDIVIDUALS BASED ON PERFORMANCE METRICS AND APPROVED BY THE BOARD. BONUS AMOUNTS ARE INCLUDED IN PART II, COLUMN B(II). |
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 | NATIONAL FINANCE AUTHORITY (NEW HAMPSHIRE) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521304598 | BondIssuerEIN |
| CUSIP | 63607YAU4 | CUSIPNum |
| Bond Issued | 2021-08-02 | BondIssuedDt |
| Issue Price | $42,915,230 | IssuePriceAmt |
| Purpose | CONSTRUCT BUILDING AND STRUCTURES | 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 |
| Total Proceeds | $42,915,230 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $376,507 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $42,501,046 | CapitalExpendituresAmt |
| Other Spent Proceeds | $37,678 | OtherSpentProceedsAmt |
| Substantial Completion | 2023 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | 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 | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | 0 | EngageBondCounselContractsInd |
| 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 | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | 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 | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| CHRISTINA GOODRICH | |||||||
| DIRECTOR OF FINANCE | MORTGAGE | Yes (X) | $300,000 | $146,098 | 0 | Yes (1) | Yes (1) |
| JOHN CUNNINGHAM | |||||||
| ASSISTANT HOS | MORTGAGE | Yes (X) | $89,034 | 0 | Yes (1) | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $146,098 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE L, PART II, (I) | FormAndLineReferenceDesc |
| Explanation | PURSUANT TO A PLAN OFFERED TO ALL ELIGIBLE EMPLOYEES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $687,970 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY THE SCHOOL'S INDEPENDENT ACCOUNTING FIRM BASED UPON INFORMATION PROVIDED BY THE SCHOOL. THE DRAFT FORM 990 IS THEN REVIEWED BY THE SCHOOL'S FINANCE DEPARTMENT AND ANY RESULTING CHANGES ARE MADE TO THE DRAFT RETURN. THE DRAFT RETURN IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, WHICH HAS BEEN DELEGATED RESPONSIBILITY BY THE FULL BOARD FOR REVIEW OF THE RETURN. THE AUDIT COMMITTEE THEN REPORTS TO THE FULL BOARD AND A COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE SCHOOL'S GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL HAS A WRITTEN CONFLICT OF INTEREST POLICY COVERING ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THIS POLICY REQUIRES DISCLOSURE OF ANY MATERIAL CONFLICTS AND PROHIBITS THE AFFECTED INDIVIDUAL FROM PARTICIPATING IN DISCUSSIONS OR DECISIONS ON ANY MATTER IN WHICH THAT PERSON HAS A CONFLICT. ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES WITH SIGNING AUTHORITY ARE REQUIRED TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND DISCLOSE WHETHER THE SCHOOL DOES BUSINESS WITH AN ENTITY IN WHICH THE INDIVIDUAL HAS A MATERIAL FINANCIAL INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE LAWRENCEVILLE SCHOOL CONDUCTS AN ANNUAL REVIEW TO DETERMINE THE GOING FAIR MARKET COMPENSATION RANGES FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, BY REFERENCE TO COMPENSATION SURVEYS AND OTHER ORGANIZATIONS' FORM 990. THIS IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET DEPRECIATION IN FAIR VALUE OF INTEREST RATE SWAPS -660,031. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -862,281. |
| FORM 990, PART I, LINE 19 | ON A GAAP BASIS, THE STATEMENT OF ACTIVITIES IN THE AUDITED FINANCIAL STATEMENTS SHOWS REVENUES LESS EXPENSES OF $9,729,788 COMPARED WITH THE DECLINE SHOWN FOR TAX PURPOSES OF $1.503,158. |
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