2023-05-15T16:08:20-05:00 2022-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2021-07-01 221487165 DWIGHT-ENGLEWOOD SCHOOL DWIG 2015699500 315 E PALISADE AVENUE ENGLEWOOD NJ 07631 JEREMY GREGERSEN HEAD OF SCHOOL 2015699500 2023-05-15 1 JEREMY GREGERSEN XXX-XX-XXXX EVA MRUK P00543254 9143818900 2023-05-10 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z JEREMY GREGERSEN 315 E PALISADE AVENUE ENGLEWOOD NJ 07631 80942373 0 X WWW.D-E.ORG X 1925 NJ AS A COMMUNITY OF LEARNERS, DWIGHT-ENGLEWOOD SCHOOL STRIVES TO FOSTER IN EACH STUDENT A PASSION FOR LIFE-LONG LEARNING. WE SEEK EXCELLENCE, HONOR, INTEGRITY, AND EMBRACE DIVERSITY IN ORDER TO DEVELOP THE SKILLS, VALUES, AND COURAGE TO MEET THE CHALLENGES OF A CHALLENGING WORLD AND MAKE IT BETTER. 22 19 453 275 0 0 8755517 3918917 50325998 54442234 679800 1402209 105150 288040 59866465 60051400 6576361 5463157 0 0 32870035 35293139 0 0 1714691 15264833 16479461 54711229 57235757 5155236 2815643 157949172 156336853 73851096 73530877 84098076 82805976 THE PURPOSE OF THE CORPORATION SHALL BE TO CONDUCT AND MAINTAIN DWIGHT-ENGLEWOOD SCHOOL FOR THE EDUCATION OF STUDENTS. THE SCHOOL SHALL PROMOTE STUDENT'S PASSION FOR LIFE-LONG LEARNING AS NECESSARY TO MEET THE CHALLENGES OF A CHANGING WORLD. 0 0 44070732 5463157 51754107 INSTRUCTIONAL - DWIGHT-ENGLEWOOD SCHOOL PROVIDES EDUCATION FOR ALL ENROLLED STUDENTS, APPROXIMATELY 1,000 STUDENTS FROM PRE-KINDERGARTEN THROUGH HIGH SCHOOL, GRADE 12. 4874380 0 2599357 AUXILIARY OPERATIONS - PROVIDES SUMMER SCHOOL PROGRAMS, BOOKSTORE SERVICES, FOOD SERVICES, AFTER SCHOOL & ENRICHMENT PROGRAM SERVICES, AND TRANSPORTATION SERVICES TO ENROLLED STUDENTS. 48945112 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 96 0 453 1 0 0 0 0 0 1 1 0 0 0 0 1 0 X 22 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ X ANGELA M ARTALE CFO 2015699500 315 E PALISADE AVENUE ENGLEWOOD NJ 07631 X BENJAMIN FLEISHER FACULTY MEMBER AND TRUSTEE 40.00 X 91648 0 16945 ROBERT MILLER PRESIDENT 10.00 X X 0 0 0 JOSHUA PEIREZ VICE PRESIDENT 4.00 X X 0 0 0 AMI VAIDYA SECRETARY 4.00 X X 0 0 0 PETER KEUM TREASURER 4.00 X X 0 0 0 KAREN ABRAMSON TRUSTEE 4.00 X 0 0 0 JOSH BAUMGARTEN TRUSTEE 4.00 X 0 0 0 NELLY BLY TRUSTEE 4.00 X 0 0 0 PEGGY CHU DING TRUSTEE 4.00 X 0 0 0 CARLOS DE ALBA TRUSTEE 4.00 X 0 0 0 CARALYN FULD TRUSTEE 4.00 X 0 0 0 MARK GREENE TRUSTEE 4.00 X 0 0 0 JEREMY KROLL TRUSTEE 4.00 X 0 0 0 MICHAEL LEITER TRUSTEE 4.00 X 0 0 0 SCOTT MAGER TRUSTEE 4.00 X 0 0 0 MICHAEL MALHAME TRUSTEE 4.00 X 0 0 0 MICHAEL MORAN TRUSTEE 4.00 X 0 0 0 SABA NWANKPAH TRUSTEE 4.00 X 0 0 0 DAVID ORLOFSKY TRUSTEE 4.00 X 0 0 0 JENNIFER RICH TRUSTEE 4.00 X 0 0 0 SEAN LARRY STEVENS TRUSTEE 4.00 X 0 0 0 ALLYSON TUCKER-MITCHELL TRUSTEE 4.00 X 0 0 0 PATRICIA GEDNEY BOIG DIR ADVANCEMENT/INTERIM HEAD OF SCHOOL 50.00 X 370330 0 26839 RODNEY DE JARNETT HEAD OF SCHOOL THRU MAY 2022 60.00 X 1029208 0 452112 ANGELA M ARTALE CHIEF FINANCIAL OFFICER 55.00 X 364575 0 28872 JOSEPH ALGRANT UPPER SCHOOL PRINCIPAL 55.00 X 435537 0 16773 JONATHAN DAVIS MIDDLE SCHOOL PRINCIPAL 55.00 X 266800 0 80632 PREETI FIBIGER LOWER SCHOOL PRINCIPAL 55.00 X 165659 0 33350 TREVOR SHAW DIR. OF ACADEMIC TECHNOLOGY 50.00 X 252527 0 18880 MICHAEL BURNS DIRECTOR OF OPERATIONS THRU NOV 2021 50.00 X 216249 0 48539 LYNDA SORIANO DIRECTOR OF HR 50.00 X 220214 0 45495 SHERRONDA BROWN DIRECTOR OF DE 360 50.00 X 225600 0 64913 EILEEN C FEIKENS DEAN OF COLLEGE COUNSELING 50.00 X 210014 0 18156 KIMBERLY LEWIS FORMER LOWER SCHOOL PRINCIPAL 0.00 X 115248 0 19332 3963609 0 870838 89 1 1 0 PAVARINI NORTH EAST CONSTRUCTION CO LL 30 OAK STREET 3RD FLOOR STAMFORD CT 06905 CONSTRUCTION 1872353 GENSLER ARCHITECTURE DESIGN & PLANNING 12478 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 ARCHITECTURAL SERVICES 346334 CRYSTAL PROFESSIONAL CWP LLC 33 SOUTH FRANKLIN AVE BERGENFIELD NJ 07621 CLEANING SERVICES 332021 AIR GROUP LLC 1 PRINCE RD WHIPPANY NJ 07981 HVAC SERVICES 145950 VENABLE LLP 600 MASSACHUSETTS AVE NW WASHINGTON DC 20001 LEGAL SERVICES 141857 8 467384 333023 3118510 513358 3918917 TUITION AND FEES 611600 51250887 51250887 AUXILIARY REVENUE 611600 2688127 2688127 FEES & OTHER 611600 503220 503220 54442234 1423308 1423308 20650959 20672058 -21099 -21099 -21099 197470 467384 130145 67325 67325 124737 88770 35967 35967 FORFEITURE OF 457F DISTRIBUTION 900099 170591 170591 OTHER REVENUE 900099 14157 14157 184748 60051400 54478201 0 1654282 5463157 5463157 3678274 3150666 370639 156969 23670215 20274980 2385115 1010120 1269454 1136405 85815 47234 4819875 4404739 268688 146448 1855321 1649897 136348 69076 239803 239803 44405 44405 131764 131764 839955 83500 726766 29689 198274 14306 183968 227866 118067 93334 16465 637075 523929 80184 32962 655239 617898 11324 26017 2000440 2000440 781173 532434 151027 97712 1494744 1471063 23681 3540867 3363824 177043 656415 373664 282751 FOOD SERVICES 1352744 1352744 SUPPLIES/BOOKS/MATERIAL 1075461 844077 153450 77934 FACILITIES MAINTENANCE 1030009 984245 45764 LEGAL SETTLEMENTS 635183 635183 938044 585077 348902 4065 57235757 48945112 6575954 1714691 1400 900 30802266 34475171 3421778 2377878 2009942 1755260 245550 0 48468 42467 249842 451850 127150013 38733028 89108414 88416985 30959474 27579517 1056712 1190447 45326 46378 157949172 156336853 5783177 5622073 11916161 13009084 56151758 54899720 73851096 73530877 X 68400369 69552768 15697707 13253208 84098076 82805976 157949172 156336853 X 2815643 -4057131 -50612 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12425772 10603148 -2678294 584300 19766326 10425575 4564 2548981 553348 12425772 10699272 5125 -10507 268315 10425575 10445220 23461 482833 252242 10699272 9589448 388256 625940 158424 10445220 0.54096 0.34139 0.11765 0 0 9092230 9092230 96900098 30562796 66337302 11837627 4511574 7326053 6253191 3590150 2663041 3066867 68508 2998359 88416985 X 49587558 -4057131 88770 -3968361 53555919 131764 6363717 6495481 60051400 50879658 139382 139382 50740276 131764 6363717 6495481 57235757 PART V, LINE 4: THE ENDOWMENT SUPPORTS FACULTY SALARIES, FINANCIAL AID GRANTS AND OTHER EDUCATIONAL PURPOSES INCLUDING BUT NOT LIMITED TO THE LIBRARY, FACILITIES NEEDS AND PROGRAM. 2021 ENDOWMENT FUNDS ACTIVITY: $300,848 OF THE AMOUNT REPORTED AS 2021 CONTRIBUTIONS RESULTS FROM A CHANGE IN PRESENTATION OF THE AUDITED FINANCIAL STATEMENTS ENDOWMENT FOOTNOTE IN 2021. IN COLUMN (B), THE ADJUSTMENT IS INCLUDED IN TOTAL CONTRIBUTIONS. 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 2D - OTHER ADJUSTMENTS: COST OF GOOD SOLD INCLUDED ON PART VIII, LINE 10B 88,770. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED ON PART IX, LINE 2 5,463,157. TUITION REMISSION INCLUDED ON PART IX, LINE 9 900,560. PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE-OFF OF UNCOLLECTIBLE PLEDGES 50,612. COST OF GOOD SOLD INCLUDED ON PART VIII, LINE 10B 88,770. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED ON PART IX, LINE 2 5,463,157. TUITION REMISSION INCLUDED ON PART IX, LINE 9 900,560. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 A STATEMENT OF NON-DISCRIMINATION IS INCLUDED IN ALL ADVERTISEMENTS, PUBLICATIONS, ADMISSION BROCHURES, ETC. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES GOODS AND SERVICES FOR NURSING, TECHNOLOGY AND TEXTBOOKS AND SECURITY ENHANCEMENTS FROM THE STATE OF NEW JERSEY, DEPARTMENT OF EDUCATION. THE SCHOOL ALSO RECEIVES GOODS FROM THE "EANS" EMERGENCY ASSISTANCE PROGRAM TO NON PUBLIC SCHOOLS FOR COVID RELATED IMPACT AND RETURNED TO SCHOOL COSTS. BULLDOG BASH 664854 467384 197470 2675 102526 12457 12487 664854 467384 197470 2675 102526 12457 12487 130145 67325 1 SCHOLARSHIP FOR TUITION 175 5294595 SCHOLARSHIP FOR BOOKS & EDUCATION SUPPLIES 32 16677 SCHOLARSHIP FOR TRANSPORTATION TO SCHOOL 37 151885 PART I, LINE 2: THE SCHOOL PARTNERS WITH SSS (SCHOOL AND STUDENT SERVICES FOR FINANCIAL AID) TO PROCESS FINANCIAL AID APPLICATIONS AND HELP DETERMINE NEED. THE SCHOOL USES THE ANALYSIS OF SSS IN DETERMINING THE AMOUNT OF EACH STUDENT'S FINANCIAL AID AWARD. DECISIONS FOR ADMISSIONS AND FINANCIAL AID ARE MADE BY TWO SEPARATE COMMITTEES. INFORMATION ABOUT THE FINANCIAL AID PACKAGE IS REFLECTED IN THE ONLINE ENROLLMENT CONTRACT AND BY A SEPARATE LETTER FROM THE FINANCIAL AID COMMITTEE. THE STUDENT'S TUITION BILL IS REDUCED BY THE AMOUNT OF THE FINANCIAL AID AWARDED. X X 1 0 X X X X 1 1 0 0 0 0 0 0 0 RODNEY DE JARNETT HEAD OF SCHOOL THRU MAY 2022 998636 0 0 0 30572 0 415045 0 37067 0 1481320 0 168000 0 JOSEPH ALGRANT UPPER SCHOOL PRINCIPAL 405512 0 0 0 30025 0 14500 0 2273 0 452310 0 0 0 PATRICIA GEDNEY BOIG DIR ADVANCEMENT/INTERIM HEAD OF SCHOOL 351915 0 0 0 18415 0 14500 0 12339 0 397169 0 0 0 ANGELA M ARTALE CHIEF FINANCIAL OFFICER 364023 0 0 0 552 0 14500 0 14372 0 393447 0 0 0 JONATHAN DAVIS MIDDLE SCHOOL PRINCIPAL 266248 0 0 0 552 0 12320 0 68312 0 347432 0 0 0 SHERRONDA BROWN DIRECTOR OF DE 360 225048 0 0 0 552 0 15303 0 49610 0 290513 0 0 0 TREVOR SHAW DIR. OF ACADEMIC TECHNOLOGY 251975 0 0 0 552 0 16938 0 1942 0 271407 0 0 0 LYNDA SORIANO DIRECTOR OF HR 200630 0 0 0 19584 0 11125 0 34370 0 265709 0 0 0 MICHAEL BURNS DIRECTOR OF OPERATIONS THRU NOV 2021 181282 0 0 0 34967 0 9617 0 38922 0 264788 0 0 0 EILEEN C FEIKENS DEAN OF COLLEGE COUNSELING 208982 0 0 0 1032 0 14714 0 3442 0 228170 0 0 0 PREETI FIBIGER LOWER SCHOOL PRINCIPAL 165569 0 0 0 90 0 5729 0 27621 0 199009 0 0 0 KIMBERLY LEWIS FORMER LOWER SCHOOL PRINCIPAL 114917 0 0 0 331 0 5968 0 13364 0 134580 0 0 0 PART I, LINE 1A THE SCHOOL PROVIDED THE UPPER SCHOOL PRINCIPAL WITH A HOUSING ALLOWANCE IN THE AMOUNT OF $28,311. THE HOUSING ALLOWANCE WAS TREATED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). PART I, LINES 4A-B MICHAEL BURNS, DIRECTOR OF OPERATIONS, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $33,647 DURING CY2021. THIS WAS TREATED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). RODNEY DE JARNETT, HEAD OF SCHOOL, PARTICIPATES IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THERE WERE NO DISTRIBUTIONS OR CONTRIBUTIONS IN 2021. A PUBLIC FUNDING AUTHORITY 273866126 000000000 2021-03-25 56688830 REFINANCING FOR 2017 BONDS/MORTGAGE 0 0 0 A 1263151 56688830 333380 56355450 2017 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 66050 FINANCIAL AID EDUCATION OF CHILDREN X 29639 COST X 17 180335 SALES PRICE X TEXTBOOK & OTHER SUPPLIES 1 192952 COST X NURSING SUPPLIES 1 110432 COST 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B) OF SCHEDULE M. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE COMPLETED FORM IS THEN REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES TOGETHER WITH THE OUTSIDE ACCOUNTING FIRM, AND THE CFO. THE COMPLETED RETURN IS MADE AVAILABLE TO THE MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW VIA THE ELECTRONIC PORTAL, BOARDABLE. THE EXECUTIVE COMMITTEE CONSIDERS FEEDBACK, IF ANY, AND APPROVES THE FORM 990 TO SUBMIT FOR E-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 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 EXECUTIVE COMMITTEE. AFTER DISCLOSURE OF THE INTEREST AND ALL OTHER MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE EXECUTIVE COMMITTEE WILL REVIEW THE CONFLICT AND DETERMINE IF THE CONFLICT DISQUALIFIES THE TRUSTEE/COMMITTEE MEMBER FROM PARTICIPATING IN DISCUSSIONS OF, OR VOTING ON, A TRANSACTION OR OTHERWISE PARTICIPATING IN A PARTICULAR DECISION OF THE BOARD OR RELEVANT COMMITTEE. DESPITE A TRUSTEE/COMMITTEE MEMBER'S CONFLICT, THE BOARD OF TRUSTEES MAY AUTHORIZE OR RATIFY THE CONFLICTED TRANSACTION BY A MAJORITY OF VOTES CAST. 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 15A THE SCHOOL PARTICIPATES IN VARIOUS ANNUAL COMPENSATION SURVEYS WITH COMPARABLE SCHOOLS TO DETERMINE THE FAIR COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THE COMPARISON GROUPS INCLUDE APPROXIMATELY 50 SCHOOLS SIMILAR TO THE DWIGHT-ENGLEWOOD SCHOOL SIZE AND STRUCTURE, WHICH INCLUDES COED DAY SCHOOLS, PRESCHOOL THROUGH GRADE 12. ANNUALLY, THE COMPENSATION COMMITTEE REVIEWS AND COMPARES NATIONAL AND REGIONAL HEAD OF SCHOOL COMPENSATION DATA WHICH INCLUDES SALARY, EXECUTIVE LEVEL AND GENERAL BENEFITS. THE DATA IS GATHERED THROUGH AND OBTAINED FROM INDEX AND NAIS. THE HEAD OF SCHOOL'S PERFORMANCE IS EVALUATED ANNUALLY BY THE COMPENSATION COMMITTEE AS DESIGNATED BY THE BOARD OF TRUSTEES. THE HEAD OF SCHOOL CONDUCTS A PERFORMANCE REVIEW OF OTHER OFFICER AND KEY EMPLOYEES ON AN ANNUAL BASIS. DATA OBTAINED FROM INDEX AND NAIS IS REVIEWED AND COMPARED TO DETERMINE OR SUPPORT THE LEVEL OF COMPENSATION AND INCREASES. 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 VII, SECTION A: BENJAMIN FLEISHER IS BOTH A TRUSTEE OF THE BOARD AND A FACULTY MEMBER OF THE SCHOOL. HE IS COMPENSATED BY THE SCHOOL AS A FACULTY MEMBER. FORM 990, PART XI, LINE 9: WRITE-OFF OF UNCOLLECTIBLE PLEDGES -50,612. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.