2023-05-10T07:42:16-05:00 2022-06-30 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2021-07-01 131837409 THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK BUCK 2125358787 113 EAST 73RD STREET NEW YORK NY 10021 COREY DURNEY CFO CFO 2125358787 2023-05-08 1 COREY DURNEY CFO 999009999 WILLIAM EPSTEIN P01307171 2129498700 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z GREG O'MELIA 113 EAST 73RD STREET NEW YORK NY 10021 40538001 0 X BUCKLEYSCHOOL.ORG X 1913 NY SEE SCHEDULE O 24 24 132 200 -109986 0 3553163 4429971 18809792 19409477 11532614 5960865 -454 23184 33895115 29823497 2150500 1846250 0 0 15734441 15288842 0 0 1165160 10140674 10243347 28025615 27378439 5869500 2445058 138732019 114101243 13680914 14012034 125051105 100089209 THE GOALS OF THE SCHOOL ARE THAT EVERY BOY LEARN FUNDAMENTAL SKILLS, GAIN CONFIDENCE THROUGH DISCIPLINED THOUGHT AND ACTIONS, DEVELOP PERSONAL INTEGRITY AND RESPECT FOR OTHERS, AND DISCOVER THE JOY OF LEARNING AND THE SATISFACTION OF PURSUING EXCELLENCE. 0 0 20600918 1846250 19409477 THE SCHOOL PROVIDED EDUCATION TO 348 BOYS IN GRADES KINDERGARTEN TO NINTH AND CONTINUED TO FULFILL ITS CORE MISSION OF DEVELOPING FUNDAMENTAL SKILLS, INTEGRITY, RESPECT AND THE JOY OF LEARNING AND SATISFYING THE PURSUIT OF EXCELLENCE. 20600918 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 132 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X COREY DURNEY 2125358787 113 EAST 73RD STREET NEW YORK NY 10021 JUSTIN D ABELOW PRESIDENT 4.00 0.00 X X 0 0 0 NICHOLAS W ACQUAVELLA TRUSTEE 1.00 0.00 X 0 0 0 KRISTIN ALLEN TRUSTEE 1.00 0.00 X 0 0 0 T KIMBALL BROOKER TRUSTEE 1.00 0.00 X 0 0 0 LEA CARPENTER TRUSTEE 1.00 0.00 X 0 0 0 LOUISE CARROLL TRUSTEE 1.00 0.00 X 0 0 0 BRYAN CHO TRUSTEE 1.00 0.00 X 0 0 0 GREGORY FOWLKES VICE PRESIDENT 2.00 0.00 X X 0 0 0 ANSON FRELINGHUYSEN TRUSTEE 1.00 0.00 X 0 0 0 JANE FRIED TRUSTEE 1.00 0.00 X 0 0 0 JOHN GRIFFIN TRUSTEE 1.00 0.00 X 0 0 0 BHAVNA KATKAR TRUSTEE 1.00 0.00 X 0 0 0 GERRITY LANSING TRUSTEE 1.00 0.00 X 0 0 0 SANDRA LAWSON TRUSTEE 1.00 0.00 X 0 0 0 ANDREAS LAZAR TRUSTEE 1.00 0.00 X 0 0 0 ROBERT LEVY TRUSTEE 1.00 0.00 X 0 0 0 HAMPTON LYNCH TRUSTEE 1.00 0.00 X 0 0 0 GREGORY PALM SECRETARY 2.00 0.00 X X 0 0 0 BRIAN PFEIFLER TRUSTEE THRU 11/8/21 1.00 0.00 X 0 0 0 CARLOS RODRIGUEZ-PASTOR TRUSTEE 1.00 0.00 X 0 0 0 ADAM ROSENBLUTH TRUSTEE 1.00 0.00 X 0 0 0 WINTHROP RUTHERFURD JR TRUSTEE 1.00 0.00 X 0 0 0 DOUGLAS SNYDER TREASURER 2.00 0.00 X X 0 0 0 RICHARD WAYNER TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL WEISSMAN TRUSTEE 1.00 0.00 X 0 0 0 GREGORY O'MELIA HEAD OF SCHOOL 40.00 0.00 X 726057 0 221708 THOMAS STANTON CFO THRU 6/30/22 40.00 0.00 X 418149 0 85510 DECLAN WALSH DIRECTOR OF ATHELTICS 40.00 0.00 X 213668 0 58843 SONJA ROBINSON DIRECTOR OF LOWER SCHOOL 40.00 0.00 X 215947 0 50896 TARA JOHNSON DIRECTOR OF DEVELOPMENT 40.00 0.00 X 230467 0 29528 CAROLINE BERRY TEACHER 40.00 0.00 X 187555 0 45728 BLAIR SCRIBNER DIRECTOR OF MIDDLE SCHOOL 40.00 0.00 X 169159 0 52005 JULIE KING ASST. HEAD OF SCHOOL 40.00 0.00 X 216775 0 38588 DOROTHY MCCARTNEY ASS. DIR. OF MID SCHOOL/LE 40.00 0.00 X 188250 0 44520 PETE SIMPSON DIRECTOR OF UPPER SCHOOL 40.00 0.00 X 187100 0 35537 DIANNE STEWART-GARRETT TEACHER 40.00 0.00 X 179474 0 33856 WILLIAM STRUMOLO DIRECTOR OF PLACEMENT & COMM. 40.00 0.00 X 161557 0 35743 3094158 0 732462 45 0 1 0 0 449430 460271 3520270 4429971 TUITION AND FEES 611710 18564540 18564540 AUXILIARY PROGRAMS 611710 640531 640531 FORFEITED TUITION 611710 147350 147350 SKATING PARTY 611710 31716 31716 APPLICATION FEES 611710 12675 12675 12665 12665 19409477 279365 279365 16315679 10634179 5681500 5681500 5681500 80325 449430 80325 0 OTHER INCOME 900009 133170 133170 PASS THRU K-1 LOSS 525990 -109986 -109986 23184 29823497 19409477 -109986 6094035 1846250 1846250 1909900 940860 733240 235800 9369593 7031265 2094141 244187 1073799 758940 269165 45694 2181765 1542029 546893 92843 753785 532760 188948 32077 104620 32670 71950 29346 29346 74209 74209 531192 531192 401954 167781 66121 168052 233602 172571 37144 23887 16774 10056 5028 1690 135060 122718 9805 2537 144618 115694 21693 7231 4077564 3262051 611635 203878 202022 161618 30303 10101 PLANT AND UTILITIES 1943656 1554925 291548 97183 BOOKS AND INSTRUCTIONAL 1334476 1334476 FOOD SERVICE AND LUNCH 1014254 1014254 27378439 20600918 5612361 1165160 1527374 4685938 24271154 23190570 1473942 900205 543 22743 337018 49547 86458837 65835221 24500907 20623616 31182197 26213028 55438884 38415596 138732019 114101243 153713 466934 3798820 4299133 8272235 7833001 1456146 1412966 13680914 14012034 X 120535040 97266660 4516065 2822549 125051105 100089209 138732019 114101243 X 2445058 -27348463 -58491 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2055933 -1017492 74111 964330 1171832 941450 57349 2055933 1218932 5034 52134 1171832 1050097 168825 1218922 858996 191101 1050097 0.48120 0.51880 0 0 2179412 2179412 78914191 61279629 17634562 5365234 4555592 809642 20623616 LIMITED PARTNERSHIPS 38415596 F 38415596 DEFERRED COMPENSATION 1412966 1412966 X 97592 -27348463 -27348463 27446055 531192 1846250 2377442 29823497 25059488 58491 58491 25000997 531192 1846250 2377442 27378439 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF THREE INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, DESIGNATED BY DONORS TO BE PERPETUAL IN NATURE ENDOWMENT FUNDS. PART X, LINE 2: THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (THE "FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. ALTHOUGH THE SCHOOL IS SUBJECT TO TAXES ON CERTAIN INVESTMENT INCOME AND RENTAL INCOME ACTIVITIES, DUE TO ITS GENERAL NOT-FOR-PROFIT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT ANTICIPATED TO HAVE, A MATERIAL IMPACT ON THE SCHOOL'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,846,250. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE AMOUNTS 58,491. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,846,250. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL ADVERTISES THROUGH ISAAGNY (INDEPENDENT SCHOOLS ADMISSIONS ASSOCIATION OF GREATER NEW YORK) WHICH PLACES ADS CONTAINING A NONDISCRIMINATORY STATEMENT IN LOCAL NEWSPAPERS. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED FUNDS FROM THE STATE OF NEW YORK STATE DEPARTMENT OF EDUCATION FOR MANDATED SERVICES AND FOR EMERGENCY ASSISTANCE TO NONPUBLIC SCHOOLS PROGRAM. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS 11000873 0 0 0 0 0 0 11000873 0 11000873 1 0 0 0 1 0 PART I, LINE 3: THE SCHOOL MAINTAINS INVESTMENTS IN FOREIGN PARTNERSHIPS SUCH AS CENTRAL AMERICA/CARIBBEAN. AMOUNTS REPORTED IN COLUMN (F) ARE ON THE ACCRUAL BASIS. ALL RELATED FILINGS FOR THESE INVESTMENTS ARE COMPLETED AND FILED ON A TIMELY BASIS. PART III ACCOUNTING METHOD: BENEFIT 529755 449430 80325 80325 529755 449430 80325 80325 80325 0 0 STUDENT SCHOLARSHIPS 44 1846250 FMV TUITION REDUCTION SCHEDULE I, PART I, LINE 2 PROCESS FOR MONITORING THE USE OF FUNDS: SCHOLARSHIPS ARE PROVIDED TO ELIGIBLE STUDENTS IN THE FORM OF TUITION REDUCTIONS AND ARE AWARDED BASED ON DEMONSTRATED NEED. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 GREGORY O'MELIA HEAD OF SCHOOL 726057 0 0 0 0 0 185158 0 36550 0 947765 0 0 0 THOMAS STANTON CFO THRU 6/30/22 418149 0 0 0 0 0 48960 0 36550 0 503659 0 0 0 DECLAN WALSH DIRECTOR OF ATHELTICS 213668 0 0 0 0 0 22510 0 36333 0 272511 0 0 0 SONJA ROBINSON DIRECTOR OF LOWER SCHOOL 215947 0 0 0 0 0 33405 0 17491 0 266843 0 0 0 TARA JOHNSON DIRECTOR OF DEVELOPMENT 230467 0 0 0 0 0 28050 0 1478 0 259995 0 0 0 JULIE KING ASST. HEAD OF SCHOOL 216775 0 0 0 0 0 21130 0 17458 0 255363 0 0 0 CAROLINE BERRY TEACHER 187555 0 0 0 0 0 28335 0 17393 0 233283 0 0 0 DOROTHY MCCARTNEY ASS. DIR. OF MID SCHOOL/LE 188250 0 0 0 0 0 27150 0 17370 0 232770 0 0 0 PETE SIMPSON DIRECTOR OF UPPER SCHOOL 187100 0 0 0 0 0 18165 0 17372 0 222637 0 0 0 BLAIR SCRIBNER DIRECTOR OF MIDDLE SCHOOL 169159 0 0 0 0 0 27225 0 24780 0 221164 0 0 0 DIANNE STEWART-GARRETT TEACHER 179474 0 0 0 0 0 16575 0 17281 0 213330 0 0 0 WILLIAM STRUMOLO DIRECTOR OF PLACEMENT & COMM. 161557 0 0 0 0 0 15865 0 19878 0 197300 0 0 0 PART I, LINE 1A IT IS A CONDITION OF THE HEAD OF SCHOOL'S EMPLOYMENT TO RESIDE IN AN APARTMENT OWNED BY THE SCHOOL OR IN ANY SUCH APARTMENT IN CLOSE PROXIMITY TO THE SCHOOL IN ORDER FOR HIM TO FULFILL HIS RESPONSIBILITIES AS HEAD OF SCHOOL AND TO BE AVAILABLE TO ALL CONSTITUENCIES OF THE SCHOOL ON A TIMELY BASIS WHENEVER REQUIRED. PART I, LINE 4B THE SCHOOL CONTRIBUTES TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FOR BOTH THE HEAD OF SCHOOL AND THE CHIEF FINANCIAL OFFICER. TOTAL CONTRIBUTIONS TO THIS PLAN FOR CALENDAR YEAR 2021 WERE $33,660. FORM 990, PART I, LINE 1 THE GOALS OF THE SCHOOL ARE THAT EVERY BOY LEARN FUNDAMENTAL SKILLS, GAIN CONFIDENCE THROUGH DISCIPLINED THOUGHT AND ACTIONS, DEVELOP PERSONAL INTEGRITY AND RESPECT FOR OTHERS, AND DISCOVER THE JOY OF LEARNING AND THE SATISFACTION OF PURSUING EXCELLENCE. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER REVIEWS THE FORM 990 AND ALL SCHEDULES AND ATTACHMENTS TO VERIFY ACCURACY. IF THERE ARE ANY QUESTIONS, COMMENTS AND/OR EDITS, HE CONFERS WITH THE TAX PREPARER TO DISCUSS THE ITEMS. THE CHIEF FINANCIAL OFFICER DISCUSSES THE FORM WITH THE SCHOOL'S HEAD OF SCHOOL AND SELECTED MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL HAS A FORMAL WRITTEN CONFLICT-OF-INTEREST POLICY. ANNUALLY, ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHO USE COMPARABLE DATA AND OTHER METRICS TO SET THE COMPENSATION. THE BOARD APPROVES A GENERAL PERCENTAGE SALARY INCREASE FOR OTHER KEY EMPLOYEES AND ALL OTHER EMPLOYEES. THE HEAD OF SCHOOL, WITH THE INPUT OF OTHER MEMBERS OF THE ADMINISTRATIVE TEAM, THEN USE COMPARABLE DATA IN ORDER TO ALLOCATE THE AVAILABLE FUNDS. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT-OF-INTEREST POLICY ARE DISTRIBUTED INTERNALLY AND ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE AMOUNTS -58,491.