HORACE MANN SCHOOL: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HORACE MANN SCHOOL (EIN 13-1740455)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-04
- IRS object ID
- 202331249349300838
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-04T08:51:30-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 Avenue of the Americas 1200 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 131740455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Horace Mann School | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID ROBERTS CFO | InCareOfNm |
| Business Name Control | HORA | BusinessNameControlTxt |
| Phone | 7184323400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 West 246th Street | AddressLine1Txt |
| City | Bronx | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10471 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS M KELLY | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 7184323400 | PhoneNum |
| Signature | 2023-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Thomas | PersonFirstNm |
| Person Last | Kelly | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Shapiro | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | THOMAS M KELLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 West 246th Street | AddressLine1Txt |
| City | Bronx | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10471 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $208,893,463 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HORACEMANN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1887 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A CONTINUOUS EDUCATION PROGRAM FOR BOYS, GIRLS, AND OTHERS WHO IDENTIFY DIFFERENTLY, FROM NURSERY THROUGH HIGH SCHOOL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 572 | TotalEmployeeCnt |
| Total Volunteers | 670 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $25,008,929 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,272,747 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $103,169,949 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $107,378,662 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,916,293 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,521,877 | CYInvestmentIncomeAmt |
| PY Other Revenue | $149,777 | PYOtherRevenueAmt |
| CY Other Revenue | $791,158 | CYOtherRevenueAmt |
| PY Total Revenue | $137,244,948 | PYTotalRevenueAmt |
| CY Total Revenue | $132,964,444 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,270,549 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,502,748 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $67,778,091 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $67,012,945 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $144,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,538,456 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,781,823 | PYOtherExpensesAmt |
| CY Other Expenses | $38,220,493 | CYOtherExpensesAmt |
| PY Total Expenses | $115,974,463 | PYTotalExpensesAmt |
| CY Total Expenses | $117,736,186 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,270,485 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,228,258 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $475,824,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $451,755,876 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $196,299,550 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $162,167,598 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $279,524,608 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $289,588,278 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HORACE MANN SCHOOL PREPARES A DIVERSE COMMUNITY OF STUDENTS TO LEAD GREAT AND GIVING LIVES. WE STRIVE TO MAINTAIN A SAFE, SECURE, AND CARING ENVIRONMENT IN WHICH MUTUAL RESPECT, MATURE BEHAVIOR, AND THE LIFE OF THE MIND CAN THRIVE. WE RECOGNIZE AND CELEBRATE INDIVIDUAL ACHIEVEMENT AND CONTRIBUTIONS TO THE COMMON GOOD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $103,294,455 | ExpenseAmt |
| Grant | $12,502,748 | GrantAmt |
| Revenue | $107,378,662 | RevenueAmt |
| Desc | HORACE MANN SCHOOL IS AN EDUCATIONAL INSTITUTION CONDUCTING PROGRAM AT THE NURSERY, LOWER, MIDDLE, AND HIGH SCHOOL LEVELS. DURING THE 2021-2022 SCHOOL YEAR, THE STUDENT BODY CONSISTED OF 1,793 STUDENTS. | Desc |
| Total Program Service Expenses | $103,294,455 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 133 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 572 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ROBERTS CFO | PersonNm |
| Phone | 7184323400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 WEST 246TH STREET | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10471 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Thomas Kelly | ||||||||||
| Head of School | 60.0 | 0.0 | Yes (X) | $1,827,447 | $0 | $362,333 | ||||
| Edward L Sinclair | ||||||||||
| CFO (Deceased 1/16/2022) | 40.0 | 0.0 | Yes (X) | $628,344 | $0 | $74,200 | ||||
| Canh Oxelson | ||||||||||
| Exec Dir. College Counseling | 40.0 | 0.0 | $481,226 | $0 | $87,346 | Yes (X) | ||||
| Glenn S Sherratt | ||||||||||
| Director of John Dorr | 40.0 | 0.0 | $460,803 | $0 | $23,157 | Yes (X) | ||||
| Lisa J Moreira | ||||||||||
| Dir. Inst. Research/enrollment | 40.0 | 0.0 | $377,994 | $0 | $103,675 | Yes (X) | ||||
| Gordon A Jensen | ||||||||||
| Director of Facilities | 40.0 | 0.0 | $431,218 | $0 | $49,620 | Yes (X) | ||||
| Melissa Parento | ||||||||||
| Dir of Alumni/Development | 40.0 | 0.0 | $371,622 | $0 | $101,469 | Yes (X) | ||||
| Adam Kenner | ||||||||||
| Director of Technology | 40.0 | 0.0 | $379,666 | $0 | $84,984 | Yes (X) | ||||
| Jessica Levenstein Davis | ||||||||||
| Head of Upper Division | 40.0 | 0.0 | $348,666 | $0 | $114,004 | Yes (X) | ||||
| Deena Neuwirth | ||||||||||
| Head of Lower Division | 40.0 | 0.0 | $320,285 | $0 | $123,286 | Yes (X) | ||||
| Javaid Khan | ||||||||||
| Head of Middle Division | 40.0 | 0.0 | $293,538 | $0 | $78,408 | Yes (X) | ||||
| Marines Arroyo-Stuart | ||||||||||
| Head of Nursery Division | 40.0 | 0.0 | $266,248 | $0 | $71,603 | Yes (X) | ||||
| David Roberts | ||||||||||
| Chief Financial Officer | 40.0 | 0.0 | Yes (X) | $205,730 | $0 | $66,786 | ||||
| Laurence Grafstein | ||||||||||
| Chair | 8.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Matthew Mark | ||||||||||
| Vice-Chair | 8.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Brian L Eizenstat | ||||||||||
| Treasurer | 8.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Amanda Salzhauer | ||||||||||
| Secretary | 8.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Susan Asante-Abedi | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Glenn August | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Michael Bennett | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Daniel Benton | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Samantha Cooper Brand | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Steven C Bussey | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Jay Eisenhofer | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Drew Figdor | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Winston C Fisher | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Tracy Hampton-Fraser | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Irfan Hussain | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Justin D Lerer | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Howard W Lutnick | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Monica M Mandelli | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Crystal McCrary | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Avinash Mehrotra | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Stephen Mong | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Andrea L Olshan | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Robert O Owens | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Michael A Pruzan | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Elizabeth Ross | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Thomas Shapiro | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Vinayak Singh | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Catherine Goodstein Wallace | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Keren Weltsch | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Mariko Zeitlin | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Sally Zhang | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Sara Zion | ||||||||||
| Trustee | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,392,787 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,340,871 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 212 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FLIK INTERNATIONAL CORP | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICE | $3,553,295 |
| JEANCARE SERVICES INC | |||||
| 7 ODELL PLZ STE 130 PMB 827 | YONKERS | NY | 10703 | Cleaning | $1,329,099 |
| SCHULTE ROTH ZABEL LLP | |||||
| PO BOX 70280 | PHILADELPHIA | PA | 19176 | LEGAL | $1,049,729 |
| SELBY TRANSPORTATION CORP | |||||
| 265 EAST 66TH STREET | NEW YORK | NY | 10065 | TRANSPORTATION | $769,207 |
| VP Buses LLC | |||||
| 150 S Macquesten Pkwy | MT VERNON | NY | 10550 | Transportation | $452,723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,202,187 | FundraisingAmt |
| Government Grants | $1,266,121 | GovernmentGrantsAmt |
| All Other Contributions | $20,804,439 | AllOtherContributionsAmt |
| Noncash Contributions | $366,148 | NoncashContributionsAmt |
| Total Contributions | $23,272,747 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611110 | $102,799,435 | $102,799,435 |
| OTHER FEES | 611110 | $4,179,334 | $4,179,334 |
| SUMMER & OTHER PROGRAMS | 611110 | $287,790 | $287,790 |
| AUXILIARY REVENUES | 611110 | $112,103 | $112,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $107,378,662 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,370,718 | TotalRevenueColumnAmt |
| Exclusion | $3,370,718 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $73,938,038 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,786,879 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,848,841 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,848,841 | TotalRevenueColumnAmt |
| Exclusion | -$1,848,841 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $78,477 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,202,187 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $142,140 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$63,663 | TotalRevenueColumnAmt |
| Exclusion | -$63,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $854,821 | TotalRevenueColumnAmt |
| Exclusion | $854,821 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $854,821 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,964,444 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $107,378,662 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,313,035 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,502,748 | TotalAmt |
| Program Services | $12,502,748 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,632,392 | TotalAmt |
| Program Services | $3,312,692 | ProgramServicesAmt |
| Management And General | $1,206,883 | ManagementAndGeneralAmt |
| Fundraising | $112,817 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,771,966 | TotalAmt |
| Program Services | $42,879,263 | ProgramServicesAmt |
| Management And General | $2,697,660 | ManagementAndGeneralAmt |
| Fundraising | $1,195,043 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,929,731 | TotalAmt |
| Program Services | $3,623,933 | ProgramServicesAmt |
| Management And General | $210,362 | ManagementAndGeneralAmt |
| Fundraising | $95,436 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,219,689 | TotalAmt |
| Program Services | $7,446,194 | ProgramServicesAmt |
| Management And General | $554,955 | ManagementAndGeneralAmt |
| Fundraising | $218,540 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,459,167 | TotalAmt |
| Program Services | $3,116,716 | ProgramServicesAmt |
| Management And General | $254,176 | ManagementAndGeneralAmt |
| Fundraising | $88,275 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,237,118 | TotalAmt |
| Management And General | $1,237,118 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,940 | TotalAmt |
| Management And General | $103,940 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,401 | TotalAmt |
| Management And General | $132,401 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,633,479 | TotalAmt |
| Program Services | $2,827,142 | ProgramServicesAmt |
| Management And General | $733,469 | ManagementAndGeneralAmt |
| Fundraising | $72,868 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,004,249 | TotalAmt |
| Program Services | $2,191,613 | ProgramServicesAmt |
| Management And General | $737,745 | ManagementAndGeneralAmt |
| Fundraising | $74,891 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,213,239 | TotalAmt |
| Program Services | $849,266 | ProgramServicesAmt |
| Management And General | $303,311 | ManagementAndGeneralAmt |
| Fundraising | $60,662 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,478,156 | TotalAmt |
| Program Services | $4,030,340 | ProgramServicesAmt |
| Management And General | $403,034 | ManagementAndGeneralAmt |
| Fundraising | $44,782 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,073 | TotalAmt |
| Program Services | $423,396 | ProgramServicesAmt |
| Management And General | $31,351 | ManagementAndGeneralAmt |
| Fundraising | $326 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,515 | TotalAmt |
| Program Services | $402,679 | ProgramServicesAmt |
| Management And General | $42,378 | ManagementAndGeneralAmt |
| Fundraising | $16,458 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,023,029 | TotalAmt |
| Program Services | $2,023,029 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,082,268 | TotalAmt |
| Program Services | $9,074,041 | ProgramServicesAmt |
| Management And General | $907,404 | ManagementAndGeneralAmt |
| Fundraising | $100,823 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $830,555 | TotalAmt |
| Management And General | $830,555 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $3,839,765 | $3,839,765 | ||
| COVID-19 TESTING | $1,912,722 | $1,912,722 | ||
| OTHER | $4,812,984 | $2,838,916 | $1,516,533 | $457,535 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,736,186 | TotalAmt |
| Program Services | $103,294,455 | ProgramServicesAmt |
| Management And General | $11,903,275 | ManagementAndGeneralAmt |
| Fundraising | $2,538,456 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,498 | BOYAmt |
| EOY | $33,776,181 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,387,075 | BOYAmt |
| EOY | $31,572,755 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,380,415 | BOYAmt |
| EOY | $17,023,317 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,445 | BOYAmt |
| EOY | $44,859 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,877 | BOYAmt |
| EOY | $76,700 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,863 | BOYAmt |
| EOY | $416,720 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $284,501,166 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $95,123,681 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,009,102 | BOYAmt |
| EOY | $189,377,485 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,472,506 | BOYAmt |
| EOY | $119,518,360 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,634,360 | BOYAmt |
| EOY | $58,541,299 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,017 | BOYAmt |
| EOY | $1,408,200 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,824,158 | BOYAmt |
| EOY | $451,755,876 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,807,359 | BOYAmt |
| EOY | $8,406,598 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,242,853 | BOYAmt |
| EOY | $65,049,433 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,885,168 | BOYAmt |
| EOY | $18,727,770 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,423,261 | BOYAmt |
| EOY | $40,493,129 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,940,909 | BOYAmt |
| EOY | $29,490,668 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,299,550 | BOYAmt |
| EOY | $162,167,598 | 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 | $238,597,387 | BOYAmt |
| EOY | $246,089,205 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,927,221 | BOYAmt |
| EOY | $43,499,073 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,524,608 | BOYAmt |
| EOY | $289,588,278 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,824,158 | BOYAmt |
| EOY | $451,755,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,228,258 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$23,870,797 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $18,706,209 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,958,275 | BeginningYearBalanceAmt |
| Contributions | $6,359,433 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,460,771 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $728,588 | GrantsOrScholarshipsAmt |
| Other Expenditures | $537,787 | OtherExpendituresAmt |
| End Year Balance | $36,590,562 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,741,600 | BeginningYearBalanceAmt |
| Contributions | $273,688 | ContributionsAmt |
| Investment Earnings Or Losses | $7,077,996 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $651,007 | GrantsOrScholarshipsAmt |
| Other Expenditures | $484,002 | OtherExpendituresAmt |
| End Year Balance | $34,958,275 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,498,992 | BeginningYearBalanceAmt |
| Contributions | $737,849 | ContributionsAmt |
| Investment Earnings Or Losses | $558,734 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $623,768 | GrantsOrScholarshipsAmt |
| Other Expenditures | $430,207 | OtherExpendituresAmt |
| End Year Balance | $28,741,600 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,002,813 | BeginningYearBalanceAmt |
| Contributions | $496,256 | ContributionsAmt |
| Investment Earnings Or Losses | $465,652 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $692,849 | GrantsOrScholarshipsAmt |
| Other Expenditures | $385,013 | OtherExpendituresAmt |
| Administrative Expenses | $387,867 | AdministrativeExpensesAmt |
| End Year Balance | $28,498,992 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,865,257 | BeginningYearBalanceAmt |
| Contributions | $641,936 | ContributionsAmt |
| Investment Earnings Or Losses | $1,498,526 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $624,868 | GrantsOrScholarshipsAmt |
| Other Expenditures | $378,038 | OtherExpendituresAmt |
| End Year Balance | $29,002,813 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,538,221 | OtherCostOrOtherBasisAmt |
| Book Value | $8,538,221 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $254,643,854 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,517,047 | DepreciationAmt |
| Book Value | $170,126,807 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,635,176 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,122,407 | DepreciationAmt |
| Book Value | $10,512,769 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $683,915 | OtherCostOrOtherBasisAmt |
| Depreciation | $484,227 | DepreciationAmt |
| Book Value | $199,688 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $189,377,485 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $58,541,299 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $58,541,299 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POSTRETIREMENT BENEFIT | $21,183,491 |
| ACCRUED RETIREMENT BONUSES | $6,481,257 |
| BOND ISSUANCE PREMIUM | $751,718 |
| LEASE LIABILITY | $633,837 |
| OTHER | $440,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,490,668 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $104,258,498 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$23,870,797 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $7,800,000 | OtherRevenueAmt |
| Revenue Not Reported | -$16,070,797 | RevenueNotReportedAmt |
| Revenue Subtotal | $120,329,295 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $132,401 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $12,502,748 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,635,149 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $132,964,444 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $106,701,037 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,600,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,600,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $105,101,037 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $132,401 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $12,502,748 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,635,149 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $117,736,186 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4: | The net investment income generated from the invested endowment funds is used at the rate of 4.5% per year to support the programs and facilities of the school. Uses include financial aid, student assistance, school libraries, maintenance of facilities and faculty enrichment. |
| Schedule D, part XI, Line 2b: | Settlement Reimbursement: $ 7,800,000 |
| Schedule D, Part XI, Line 4b: | Financial Aid: $12,502,748 |
| Schedule D, Part XII, Line 2: | Settlement Expense: $ 1,100,000 Bad debt loss on restricted pledges: $ 500,000 |
| Schedule D, Part XII, Line 4b: | Financial Aid: $12,502,748 |
| Schedule D, Part X, Line 2: | Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 1 | THE SCHOOL PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH ITS WEBSITE HOMEPAGE. |
| SCHEDULE E, PART I, LINE 6A | THE ORGANIZATION RECEIVES NEW YORK STATE NON-PUBLIC-SCHOOL AID. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $58,541,299 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $58,541,299 | SubtotalSpentAmt |
| Total Spent | $58,541,299 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PA Benefit | Event1Nm |
| Gross Receipts Event1 | $1,100,602 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,028,677 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $71,925 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $101,086 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,550 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $25,450 | OtherDirectExpensesEvent1Amt |
| Event2 | Alumni Council | Event2Nm |
| Gross Receipts Event2 | $180,062 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $173,510 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,552 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $8,054 | FoodAndBeverageEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $1,280,664 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,202,187 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $78,477 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $109,140 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,550 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,450 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $142,140 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$63,663 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 272 | RecipientCnt |
| Cash Grant | $12,502,748 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | HORACE MANN SCHOOL MAKES EVERY EFFORT TO ENSURE THAT EVERY STUDENT WHO IS OFFERED ADMISSION AND WISHES TO ENROLL AND/OR CURRENTLY ATTENDS HAS THE FINANCIAL ABILITY TO DO SO. THE FINANCIAL AID COMMITTEE DETERMINES AWARDS ON THE BASIS OF DEMONSTRATED FINANCIAL NEED. GRANTS CONSIST OF FINANCIAL AID AWARDED TO 272 STUDENTS IN AMOUNTS REPRESENTING PORTIONS OF ANNUAL TUITION AS DETERMINED BY THE ADMINISTRATION OF THE SCHOOL. THE MAJORITY OF RECIPIENTS HAVE NO RELATIONSHIP TO THE SCHOOL OTHER THAN THEIR STATUS AS STUDENTS; A SMALL NUMBER OF ENROLLED CHILDREN OF EMPLOYEES ALSO APPLY FOR AND ARE FOUND ELIGIBLE FOR NEED BASED FINANCIAL AID BEYOND THE EMPLOYEE PERQUISITE. THE AMOUNTS ARE BASED ON THE SCHOOL'S INTERNAL CALCULATIONS AND ADJUSTMENTS OF THE SCHOOL AND STUDENT SERVICES METHODOLOGY BUILT AND MAINTAINED BY NAIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt |
|---|---|---|---|---|---|---|
| Thomas Kelly | ||||||
| Head of School | $1,062,780 | $350,000 | $414,667 | $362,333 | $2,189,780 | |
| Edward L Sinclair | ||||||
| CFO (Deceased 1/16/2022) | $571,043 | $7,500 | $49,801 | $29,000 | $702,544 | $45,200 |
| Canh Oxelson | ||||||
| Exec Dir. College Counseling | $386,173 | $5,000 | $90,053 | $29,000 | $568,572 | $58,346 |
| Glenn S Sherratt | ||||||
| Director of John Dorr | $147,800 | $152,770 | $160,233 | $12,077 | $483,960 | $11,080 |
| Lisa J Moreira | ||||||
| Dir. Inst. Research/enrollment | $328,398 | $5,000 | $44,596 | $28,277 | $481,669 | $75,398 |
| Gordon A Jensen | ||||||
| Director of Facilities | $348,104 | $7,500 | $75,614 | $29,000 | $480,838 | $20,620 |
| Melissa Parento | ||||||
| Dir of Alumni/Development | $284,071 | $5,000 | $82,551 | $29,000 | $473,091 | $72,469 |
| Adam Kenner | ||||||
| Director of Technology | $280,625 | $5,000 | $94,041 | $28,832 | $464,650 | $56,152 |
| Jessica Levenstein Davis | ||||||
| Head of Upper Division | $315,147 | $10,000 | $23,519 | $29,000 | $462,670 | $85,004 |
| Deena Neuwirth | ||||||
| Head of Lower Division | $292,162 | $7,500 | $20,623 | $29,000 | $443,571 | $94,286 |
| Javaid Khan | ||||||
| Head of Middle Division | $280,599 | $7,500 | $5,439 | $29,000 | $371,946 | $49,408 |
| Marines Arroyo-Stuart | ||||||
| Head of Nursery Division | $239,165 | $5,000 | $22,083 | $24,623 | $337,851 | $46,980 |
| David Roberts | ||||||
| Chief Financial Officer | $200,177 | $5,000 | $553 | $17,612 | $272,516 | $49,174 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | THE HOUSING ALLOWANCE IS PROVIDED TO THOMAS KELLY, HEAD OF SCHOOL, LISA MOREIRA, DIRECTOR OF INSTITUTIONAL RESEARCH AND ENROLLMENT MANAGEMENT, AND GORDON JENSEN, DIRECTOR OF FACILITIES. HOUSING IS PROVIDED ON CAMPUS AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER PURSUANT TO CONTRACTUAL PROVISION AND IS NONTAXABLE. SOCIAL CLUB DUES ARE NON-TAXABLE BY VIRTUE OF BEING A WORKING CONDITION FRINGE UNDER IRC SECTION 132. |
| SCHEDULE J, PART I, LINE 4B: | Thomas Kelly participated in a 457(f) plan and accrued $333,333 during calendar year 2021. |
| SCHEDULE J, PART I, LINE 7: | THE HEAD OF SCHOOL'S BONUS WAS APPROVED BY THE BOARD CHAIR BASED ON PERFORMANCE. THE OTHER EMPLOYEES' BONUSES WERE APPROVED BY THE HEAD OF SCHOOL BASED ON PERFORMANCE. |
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 | BUILD NYC RESOURCE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 454040561 | BondIssuerEIN |
| CUSIP | 12008EFC5 | CUSIPNum |
| Bond Issued | 2014-11-13 | BondIssuedDt |
| Issue Price | $38,213,326 | IssuePriceAmt |
| Purpose | Previously refund prior issue | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | Yes (true) | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $19,485,556 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $38,213,326 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $764,267 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $189,319 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Line 2C | FormAndLineReferenceDesc |
| Explanation | THE REBATE COMPUTATION WAS PERFORMED ON 11/13/2019. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $80,849 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 327 | ContributionCnt |
| Noncash Contributions Rpt F990 | $285,299 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ENTIRE FORM 990 WAS REVIEWED BY THE CFO. THE FORM 990 WITH THE EXCEPTION OF SCHEDULE B (SCHEDULE OF CONTRIBUTIONS) WAS REVIEWED BY THE AUDIT COMMITTEE. A COPY OF THE FINAL 990 WITHOUT SCHEDULE B WAS ALSO PROVIDED TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSISTANT TO THE HEAD OF SCHOOL, IN CONJUNCTION WITH THE AUDIT COMMITTEE, ANNUALLY OBTAINS COPIES OF ALL OF THE SIGNED CONFLICT OF INTEREST POLICIES. IN ADDITION TO THE VOTING BOARD MEMBERS, CONFLICT OF INTEREST AND CONFIDENTIALITY STATEMENTS ARE ALSO ANNUALLY SIGNED BY MEMBERS OF THE ADMINISTRATIVE COUNCIL WHO ARE KEY EMPLOYEES. IF AT ANY TIME DURING HIS OR HER TERM OF SERVICE, A TRUSTEE OR AN OFFICER HAS ANY INTEREST WHICH MAY POSE A CONFLICT OF INTEREST, HE OR SHE SHALL PROMPTLY DISCLOSE THE MATERIAL FACTS OF THAT INTEREST IN WRITING TO THE CHAIR OF THE BOARD AND CHAIR OF THE AUDIT COMMITTEE OF THE BOARD. WHEN ANY MATTER IN WHICH A TRUSTEE OR AN OFFICER HAS AN INTEREST COMES BEFORE THE BOARD OR ANY COMMITTEE OF THE BOARD FOR DECISION OR APPROVAL, THAT INTEREST SHALL BE IMMEDIATELY DISCLOSED TO THE BOARD OR THE COMMITTEE BY THAT TRUSTEE OR OFFICER, AND THE TRUSTEE OR OFFICER SHALL RECUSE HIMSELF/HERSELF FROM ANY DISCUSSION AND/OR VOTE RELATING THERETO. |
| FORM 990, PART VI, SECTION B, LINE 15A | DURING THE ANNUAL BUDGET PROCESS, THE EXECUTIVE COMMITTEE ACTING AS THE COMPENSATION COMMITTEE, REVIEWS RELEVANT COMPARABLE COMPENSATION DATA AND FORMALLY MEETS AND APPROVES RECOMMENDED COMPENSATION FOR THE HEAD OF SCHOOL. THEY DOCUMENT THIS REVIEW CONTEMPORANEOUSLY. THIS PROCESS WAS PERFORMED IN MAY 2021 FOR FISCAL-YEAR 2022 AND SUBSEQUENTLY THE PROCESS WAS PERFORMED IN MAY 2022 FOR FISCAL-YEAR 2023. ADDITIONALLY, IN MAY 2019, THE SCHOOL ENGAGED AN OUTSIDE CONSULTANT TO HELP DETERMINE THE AMOUNT OF THE HEAD OF SCHOOL'S 457(F) PLAN THAT BECAME EFFECTIVE JULY 1, 2019. |
| FORM 990, PART VI, SECTION B, LINE 15B | DURING THE ANNUAL BUDGET PROCESS, THE EXECUTIVE COMMITTEE ACTING AS THE COMPENSATION COMMITTEE, REVIEWS RELEVANT COMPARABLE COMPENSATION DATA AND FORMALLY MEETS AND APPROVES RECOMMENDED COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THEY DOCUMENT THIS REVIEW CONTEMPORANEOUSLY. THIS PROCESS WAS PERFORMED IN MAY 2021 FOR FISCAL-YEAR 2022 AND SUBSEQUENTLY THE PROCESS WAS PERFORMED IN MAY 2022 FOR FISCAL-YEAR 2023 |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE SCHOOL'S WEBSITE. THE FINANCIAL STATEMENTS ARE POSTED ON EMMA. |
| FORM 990, PART XI, LINE 9 | POSTRETIREMENT BENEFIT ADJUSTMENT: $13,691,092 Postretirement interest cost: -$ 1,184,883 Settlement Reimbursement: $ 7,800,000 Settlement Expense: -$ 1,100,000 Bad debt loss from restricted pledges: -$ 500,000 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN DORR NATURE LAB OF HORACE MANN SCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 W 246TH STREET | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10471 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066085965 | EIN |
| Primary Activities | HOLDING CO | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |