2023-05-13T13:23:09-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2021-07-01 131740454 THE HARVEY SCHOOL HARV 9142323161 260 JAY ST KATONAH NY 10536 WILLIAM J KNAUER HEAD OF SCHOOL 9142323161 2023-05-10 1 WILLIAM KNAUER 999009999 JOHN TOSCANO P00358542 8605614000 2023-05-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z WILLIAM J KNAUER 260 JAY ST KATONAH NY 10536 23940834 0 X WWW.HARVEYSCHOOL.ORG X NY STATE GOVERNMENTAL ENTITY 1916 NY A COEDUCATIONAL COLLEGE-PREPARATORY SCHOOL FOR STUDENTS IN GRADES 6-12. 24 23 184 41 265099 0 1892427 3249349 16475096 19152767 1644117 138397 -23299 -24275 19988341 22516238 2494103 2876406 0 0 10359300 10908828 0 16000 1116098 4895258 5857917 17748661 19659151 2239680 2857087 30358551 30983557 13430872 11870309 16927679 19113248 X THE HARVEY SCHOOL PROVIDES A COLLEGE-PREPARATORY PROGRAM THAT FOSTERS LIFELONG LEARNING AND INSPIRES STUDENTS TO DEVELOP THE CONFIDENCE AND LEADERSHIP QUALITIES NECESSARY TO SUCCEED IN A DIVERSE, COMPETITIVE AND CHANGING WORLD.WITH OUR COMMITMENT TO SMALL CLASS SIZE, OUR COMMUNITY CULTIVATES THE STRENGTHS OF EACH STUDENT THROUGH ACADEMIC EXCELLENCE, ARTISTIC EXPLORATION, ATHLETIC ACHIEVEMENT, COMMUNITY SERVICE AND GLOBAL UNDERSTANDING. 0 0 14338961 2876406 18049359 EDUCATIONAL AND SCHOLASTIC PROGRAMS: THE HARVEY SCHOOL OFFERS A TRADITIONAL COLLEGE-PREPARATORY CURRICULUM FOR GRADES 6-12, WITH AN OPTIONAL 5-DAY RESIDENTIAL PROGRAM FOR STUDENTS IN GRADES 9-12, THAT INSPIRES CRITICAL AND CREATIVE THINKING WHILE INSTILLING AND NURTURING THE VALUES OF SELF-RESPECT AND SELF-RELIANCE. THE STUDENT BODY IS DIVERSE AND CONSISTS OF A WIDE RANGE OF ACADEMIC BACKGROUNDS AND ABILITIES. CLASSES RANGE IN LEVELS FROM BASIC SKILLS TO HONORS TO ADVANCED PLACEMENT SO EVERY STUDENT IS CHALLENGED AND MOTIVATED TO REACH HIS OR HER FULL POTENTIAL. SMALL CLASS SIZES ENSURE THAT FACULTY ARE ABLE TO WORK CLOSELY WITH STUDENTS IN AND OUT OF THE CLASSROOM AS THEY MASTER AND INTERNALIZE CONTENT.OUR SIGNATURE PROGRAMS ALLOW STUDENTS TO EXPLORE INTERESTS AND PASSIONS BEYOND TYPICAL ACADEMIC OFFERINGS, GIVING THEM THE OPPORTUNITY TO EXPAND THEIR INTELLECTUAL AND GLOBAL KNOWLEDGE. 397734 0 572990 SUMMER PROGRAMS: CHILDREN IN GRADES 2-9 CAN PURSUE THEIR PASSION, CHOOSING FROM PROGRAMS AND ACTIVITIES THAT FIT THEIR INTERESTS. GUIDED BY SKILLED EDUCATORS AND EXPERIENCED PROFESSIONALS, CHILDREN DEVELOP THE CONFIDENCE THAT COMES FROM MASTERING NEW PURSUITS AND MEETING OTHERS WITH SIMILAR INTERESTS. CHILDREN ARE ENCOURAGED TO EXPLORE, CREATE, DISCOVER AND LEARN THROUGH A MIX OF ACTIVE, CREATIVE, INDOOR AND OUTDOOR ACTIVITIES INCLUDING: TECHNOLOGY, ROBOTICS, ATHLETICS, CIRCUS ARTS, THEATER, DANCE, FINE ARTS, NATURE AND MUCH MORE. 443624 0 265319 ICE SKATING RINK PROGRAMS: THE FULLY ENCLOSED ICE RINK IS HOME TO HARVEY HOCKEY AND ALSO OFFERS A VARIETY OF INSTRUCTIONAL SKATING PROGRAMS INCLUDING FIGURE, FREE STYLE, HOCKEY AND RECREATIONAL SKATING. THE ARENA OPERATES ALL YEAR ROUND AND WAS BUILT TO SERVE NOT ONLY THE HARVEY COMMUNITY BUT THE GREATER BEDFORD-KATONAH COMMUNITY. 15180319 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 97 0 184 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 24 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X THE HARVEY SCHOOL 9142323161 260 JAY STREET KATONAH NY 10536 WILLIAM J KNAUER PRESIDENT & HEAD OF SCHOOL 40.00 X X 289044 0 40719 EILEEN WALKER CHAIR 6.00 X X 0 0 0 PHILIP BOWERS VICE CHAIR 3.00 X X 0 0 0 ANDREA TESSLER TREASURER 3.00 X X 0 0 0 JERRI-LYNN GALGANO SECRETARY 3.00 X X 0 0 0 KEVIN DURKIN TRUSTEE 1.50 X 0 0 0 DEIDRE GLASCOTT TRUSTEE 1.50 X 0 0 0 JONATHAN KASS TRUSTEE 1.50 X 0 0 0 EDWARD KELLY TRUSTEE 1.50 X 0 0 0 CHARLES KRASNE TRUSTEE 1.50 X 0 0 0 RAYMOND KUNTZ TRUSTEE 1.50 X 0 0 0 RONICE LATTA TRUSTEE 1.50 X 0 0 0 WENDY LEDERER TRUSTEE 1.50 X 0 0 0 DONNA LEONE TRUSTEE 1.50 X 0 0 0 JOSEPH PLUMMER TRUSTEE 1.50 X 0 0 0 ELIZABETH SCHWARTZ TRUSTEE 1.50 X 0 0 0 WALLACE SCHWARTZ TRUSTEE 1.50 X 0 0 0 KATHLEEN TREAT TRUSTEE 1.50 X 0 0 0 KELSEY TURCOTTE TRUSTEE 1.50 X 0 0 0 DAWANNA VENEABLE TRUSTEE 1.50 X 0 0 0 LINDSEY WALKER TRUSTEE 1.50 X 0 0 0 CLIFFORD WALLACH TRUSTEE 1.50 X 0 0 0 JENNIFER WATERHOUSE-COOPER TRUSTEE 1.50 X 0 0 0 J ERIC WISE TRUSTEE 1.50 X 0 0 0 JAMES SKRIP DIRECTOR OF FINANCE & OPER 40.00 X 143467 0 12203 PHILIP LAZZARO HEAD OF UPPER SCHOOL 40.00 X 147822 0 35175 BRENDAN BYRNE HEAD OF MIDDLE SCHOOL 40.00 X 143051 0 5691 SUSIE DANZINGER DIRECTOR OF DEVELOPMENT 40.00 X 132397 0 36964 RICHARD RYERSON DIRECTOR OF BUILDINGS & GR 40.00 X 131113 0 19594 VINCENT ALEXANDER CHAIRMAN OF THE PERFOMING 40.00 X 126030 0 31282 BARRY FENSTERMACHER FORMER HEAD OF SCHOOL 3.00 X 143368 0 23476 1256292 0 205104 15 1 1 0 FLIK INDEPENDENT SCHOOL DINING PO BOX 417632 BOSTON MA 02241 FOOD SERVICE PROVIDER 791269 BELMONT LAND DESIGN LLC 1 SPRING HILL LANE SOUTH SALEM NY 10590 GROUNDS MAINTENANCE 277236 CRYSTAL BLUE CLEANING SERVICE INC 200 CLEARBROOK ROAD SUITE 134 ELMSFORD NY 10523 CLEANING SERVICES 217458 3 128519 1796900 1323930 220000 3249349 TUITION AND FEES 611710 17547617 17547617 SUMMER PROGRAMS 611710 572990 572990 SKATING ACTIVITIES 713990 530418 265319 265099 STUDENT ACTIVITIES 611710 501742 501742 19152767 44655 44655 12570 0 12570 12570 12570 1472045 1378303 93742 93742 93742 9448 128519 46293 -36845 -36845 22516238 18887668 265099 114122 2876406 2876406 500667 101118 298431 101118 7789223 6069377 1290263 429583 196821 156628 30192 10001 1722077 1308840 310733 102504 700040 523616 132318 44106 26588 7445 14357 4786 67148 18801 36260 12087 16000 16000 7530 7530 356619 104333 201215 51071 74287 20800 40115 13372 630609 176571 340528 113510 451930 338034 85422 28474 243327 182004 45993 15330 737852 551899 139465 46488 336071 251374 63523 21174 PROGRAM EXPENSES 786959 786959 REPAIRS & MAINTENANCE 756651 565959 143019 47673 FOOD SERVICES 737433 737433 STUDENT ACTIVITIES 296222 296222 348691 106500 183370 58821 19659151 15180319 3362734 1116098 281407 426567 5285434 5115906 916396 829415 579749 2235897 28000 16000 82673 98952 107478 92153 29230822 13467591 15841578 15763231 6287605 5483529 143497 269583 804734 652324 30358551 30983557 913878 798919 4113968 4687027 6606126 6384363 1796900 13430872 11870309 X 6736874 9522565 10190805 9590683 16927679 19113248 30358551 30983557 X 2857087 -519108 -152410 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7389436 25898 -585123 226788 6603423 6280863 111856 1204726 208009 7389436 6277668 15256 132219 144280 6280863 5605376 357711 425130 93840 16709 6277668 4905201 476659 239846 16330 5605376 0.02130 0.97870 0.00000 1 0 1193274 1193274 25018984 11492026 13526958 2364459 1975565 388894 654105 654105 15763231 X 18960784 -519108 -3028816 -3547924 22508708 7530 7530 22516238 16775215 0 16775215 7530 2876406 2883936 19659151 PART V, LINE 4: THE SCHOOL'S ENDOWMENT FUNDS ARE COMPRISED OF DONOR-RESTRICTED ENDOWMENT FUNDS AS WELL AS FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR: PROFESSIONAL DEVELOPMENT, FINANCIAL AID TO STUDENTS AND FUNDING FOR THE SCHOOL'S LIBRARY. PART X, LINE 2: THE HARVEY SCHOOL IS ORGANIZED AS A NEW YORK NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3) AND QUALIFYING FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTION 170(B)(1)(A)(II), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER IRC SECTIONS 509(A)(1). THE SCHOOL IS ANNUALLY REQUIRED TO FILE A RETURN OF AN ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ENTITY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. WE HAVE DETERMINED THAT THE SCHOOL HAS BEEN SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS -2,876,406. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -152,410. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 2,876,406. 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 POLICY IS PUBLISHED ANNUALLY IN LOCAL NEWSPAPERS AND DISPLAYED ON THE HOMEPAGE OF OUR WEBSITE SCHEDULE E, PART I, LINE 6 ON MAY 12, 2020, THE SCHOOL RECEIVED A LOAN IN THE AMOUNT OF $1,796,900 THROUGH THE PAYCHECK PROTECTION PROGRAM (THE PPP LOAN). THE PPP LOAN IS UNSECURED AND GUARANTEED BY THE U.S. SMALL BUSINESS ADMINISTRATION (SBA). THE LOAN WAS FORGIVEN IN AUGUST 2021 BY THE SBA. THE SCHOOL DOES NOT RECEIVE GOVERNMENT ASSISTANCE ON AN ANNUAL BASIS BESIDES THIS ONE TIME PPP LOAN. X X X X X 1 THE ANGELETTI GROUP LLC 365 SOUTH STREET SUITE 100 MORRISTOWN NJ 07960 PROFESSIONAL FUNDRAISING CONSULTING SERVICES 0 0 16000 0 16000 PARENT ASSOCIATION ANNUAL BENEFIT 137967 128519 9448 4368 19919 1000 21006 137967 128519 9448 4368 19919 1000 21006 46293 -36845 1 NEED BASED FINANCIAL AID 110 2819725 CASH VALUE NEED-BASED SCHOLARSHIPS CREDITED TO STUDENT ACCOUNTS PART I, LINE 2: ALL FINANCIAL AID IS APPLIED DIRECTLY TO STUDENT ACCOUNTS AS PART OF THE SCHOOL'S FINANCIAL RECORDS, NO FUNDS ARE RELEASED TO RECIPIENTS, AS SUCH THE SCHOOL IS ABLE TO ENSURE ALL FUNDING IS USED FOR ITS INTENDED PURPOSE. X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 WILLIAM J KNAUER PRESIDENT & HEAD OF SCHOOL 289044 0 0 0 0 0 11613 0 29106 0 329763 0 0 0 PHILIP LAZZARO HEAD OF UPPER SCHOOL 147822 0 0 0 0 0 6069 0 29106 0 182997 0 0 0 SUSIE DANZINGER DIRECTOR OF DEVELOPMENT 132397 0 0 0 0 0 5682 0 31282 0 169361 0 0 0 BARRY FENSTERMACHER FORMER HEAD OF SCHOOL 143368 0 0 0 0 0 5807 0 17669 0 166844 0 0 0 VINCENT ALEXANDER CHAIRMAN OF THE PERFOMING 126030 0 0 0 0 0 0 0 31282 0 157312 0 0 0 JAMES SKRIP DIRECTOR OF FINANCE & OPER 143467 0 0 0 0 0 5784 0 6419 0 155670 0 0 0 RICHARD RYERSON DIRECTOR OF BUILDINGS & GR 131113 0 0 0 0 0 5417 0 14177 0 150707 0 0 0 PART I, LINE 1A WILLIAM J. KANUER RECEIVES A BENEFIT OF LIVING IN THE ON-CAMPUS SCHOOL-OWNED HOUSE WHERE THE SCHOOL PAYS THE MORTGAGE, UTILITIES AND MAINTENANCE OF THE HOME, INCLUDING A WEEKLY CLEANING SERVICE FOR THE HOUSE OF $125/WEEK. THE HOUSING IS PROVIDED ON CAMPUS FOR THE CONVENIENCE OF THE EMPLOYER AND IS A REQUIRED CONDITION OF EMPLOYMENT, AS SUCH IT IS DEEMED A WORKING CONDITION FRINGE BENEFIT OF QUALIFIED CAMPUS LODGING, AND IS NOT INCLUDED IN W-2 COMPENSATION. WILLIAM J. KANUER IS ALSO REIMBURSED FOR MEMBERSHIP AT THE BEDFORD GOLF AND TENNIS CLUB OF $600 ANNUAL DUES. THIS IS CONSIDERED A FRINGE BENEFIT AND IS NOT INCLUDED IN W-2 COMPENSATION. X 1 220000 1 0 0 1 PART I, COLUMN (B): THE SCHOOL RECEIVED ONE CONTRIBUTION OF A CONDOMINIUM VALUED AT $220,000. PART I, LINE 32B: THE SCHOOL HIRED A REAL ESTATE AGENT TO SUBSEQUENTLY SELL THE DONATED PROPERTY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR, VICE CHAIRS, PRESIDENT, SECRETARY AND TREASURER. IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE MAY TRANSACT ANY AND ALL BUSINESS OF THE CORPORATION AS FULLY AND COMPLETELY AS THE BOARD OF TRUSTEES MIGHT DO, AND SHALL POSSESS AND MAY EXERCISE ALL THE POWERS OF THE BOARD OF TRUSTEES IN THE MANAGEMENT AND CONTROL OF THE PROPERTY AND BUSINESS OF THE CORPORATION, EXCEPT AS LIMITED: 1) REMOVAL OR SUSPENSION OF OFFICERS OR TRUSTEES 2) AMENDMENT OR REPEAL OF BY-LAWS 3) ESTABLISHMENT OR DISCONTINUANCE OF ANY SUBSTANTIVE BUSINESS OR ACTIVITY OF THE SCHOOL; SELLING OR MORTGAGING OF REAL PROPERTY OF THE CORPORATION FORM 990, PART VI, SECTION A, LINE 2 WALLACE SCHWARTZ AND ELIZABETH SCHWARTZ HAVE A FAMILY RELATIONSHIP. EILEEN WALKER AND LINDSEY WALKER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 WALLACE SCHWARTZ AND ELIZABETH SCHWARTZ HAVE A FAMILY RELATIONSHIP. EILEEN WALKER AND LINDSEY WALKER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE AUDIT COMMITTEE THEN REVIEWS A DRAFT OF THE FORM 990 IN DETAIL. AFTERWARD, A FINAL FILING COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EVERY TRUSTEE, OFFICER AND INTERNALLY DESIGNATED KEY EMPLOYEE RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY. POTENTIAL CONFLICTS ARE REPORTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. IF THERE IS A CONFLICT OR POTENTIAL CONFLICT, THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES WILL MAKE THE FINAL DETERMINATION IF THERE IS A CONFLICT AND SAID DETERMINATION IS TIMELY DOCUMENTED IN THE COMMITTEE'S MINUTES. ONLY INDEPENDENT TRUSTEES ARE PERMITTED TO PARTICIPATE IN ANY DELIBERATIONS OR VOTE ON MATTERS BEFORE THE BOARD OR ITS COMMITTEE(S). FORM 990, PART VI, SECTION B, LINE 15 HEAD OF SCHOOL: ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE OF THE BOARD OBTAINS COMPENSATION INFORMATION FROM INDEPENDENT SOURCES. UTILIZING THIS INFORMATION, THEY RECOMMEND THE SALARY AND BENEFITS TO BE OFFERED TO THE HEAD OF SCHOOL FOR THE NEXT SCHOOL YEAR. THE BOARD REVIEWS AND APPROVES THE ANNUAL COMPENSATION PACKAGE AND THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED IN THE COMMITTEE'S MINUTES. OTHER OFFICERS: ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE OF THE BOARD OBTAINS COMPENSATION INFORMATION FROM INDEPENDENT SOURCES. UTILIZING THIS INFORMATION, THE COMPENSATION COMMITTEE AND THE HEAD OF SCHOOL DETERMINE WHETHER A SALARY ADJUSTMENT ABOVE THE STANDARD RAISES OFFERED TO ALL EMPLOYEES SHOULD BE OFFERED TO ANY OTHER OFFICER FOR THE NEXT SCHOOL YEAR. THIS DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED IN THE COMMITTEE'S MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2021 FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -152,410.