2022-04-25T10:29:12-05:00 2021-06-30 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2020-07-01 131740452 HACKLEY SCHOOL HACK 9146310128 293 BENEDICT AVENUE TARRYTOWN NY 10591 PETER MCANDREW DIRECTOR OF FINANCE 9143662604 2022-04-23 1 PETER MCANDREW 999009999 WILLIAM EPSTEIN P01307171 2129498700 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z PETER MCANDREW CO HACKLE 293 BENEDICT AVENUE TARRYTOWN NY 10591 102511520 0 X WWW.HACKLEYSCHOOL.ORG X 1900 NY THE SCHOOL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL (K THROUGH 12) FOR BOYS AND GIRLS. 23 23 340 20 136135 0 15981521 25907265 39771279 41619494 10170906 2154988 478946 421096 66402652 70102843 7487969 7614044 0 0 27418519 29197347 0 0 1690871 13342054 15807398 48248542 52618789 18154110 17484054 243396766 273824652 29188922 29959161 214207844 243865491 THE SCHOOL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL FOR BOYS AND GIRLS IN KINDERGARTEN THROUGH 12 GRADE. 0 0 44406737 7614044 40639891 INSTRUCTION AND RELATED COSTS - INCLUDES ALL COSTS ASSOCIATED WITH INSTRUCTION OF 855 STUDENTS. THE SCHOOL OFFERS FINANCIAL AID GRANTS TO QUALIFIED STUDENTS BASED ON DEMONSTRATED NEED. 258466 979603 AUXILIARY ACTIVITIES INCLUDES SERVICES INDIRECTLY RELATED TO INSTRUCTION SUCH AS STUDENT ACTIVITIES EXPENSES, MUSIC INSTITUTE, DRIVERS EDUCATION, ETC., AS WELL AS SUMMER PROGRAMS AND FACILITIES RENTAL ACTIVITIES. 44665203 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 85 0 340 1 1 1 0 0 0 0 1 1 0 0 1 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PETER MCANDREW 9143662604 C/O HACKLEY SCHOOL 293 BENEDICT TARRYTOWN NY 10591 SHERRY BLOCKINGER TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER P BOGART TRUSTEE 1.00 0.00 X 0 0 0 JOHN C CANONI TRUSTEE 4.00 0.00 X 0 0 0 THOMAS A CAPUTO TRUSTEE 1.00 0.00 X 0 0 0 H RODGIN COHEN PRESIDENT 4.00 0.00 X X 0 0 0 MARIA A DOCTERS SECRETARY 1.00 0.00 X X 0 0 0 DAWN N FITZPATRICK TRUSTEE 1.00 0.00 X 0 0 0 DAVID I GLUCKMAN TRUSTEE 1.00 0.00 X 0 0 0 ERIC B GYASI TRUSTEE 1.00 1.50 X 0 0 0 JASON J HOGG TRUSTEE 1.00 0.00 X 0 0 0 LINDA HOLDEN-BRYANT TRUSTEE 1.00 0.00 X 0 0 0 KAVEH KHOSROWSHAHI TRUSTEE 1.00 0.00 X 0 0 0 JEFFERY A LIBERT TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL H LOWRY TRUSTEE 1.00 0.00 X 0 0 0 HARVINDER SANDHU MD VICE PRESIDENT 3.00 0.00 X X 0 0 0 RACHEL MEARS TRUSTEE 1.00 0.00 X 0 0 0 HANNAH E SAUJET TRUSTEE 1.00 0.00 X 0 0 0 JUMAANE SAUNDERS TRUSTEE 1.00 0.00 X 0 0 0 SY STERNBERG VICE PRESIDENT 3.00 0.00 X X 0 0 0 JOHN R TORELL IV TRUSTEE 2.00 0.00 X X 0 0 0 SARAH UNGER TRUSTEE 1.00 0.00 X 0 0 0 MAUREEN WRIGHT TRUSTEE 1.00 0.00 X 0 0 0 PAMELA GALLIN YABLON MD TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL WIRTZ HEAD OF SCHOOL 50.00 0.00 X 393822 0 49920 PHILIP J VARIANO ASSOCIATE HEAD OF SCHOOL 40.00 0.00 X 214278 0 51259 PETER MCANDREW DIRECTOR OF FINANCE 40.00 0.00 X 355477 0 58884 LISA OBERSTEIN DIRECTOR OF LOWER SCHOOL 40.00 0.00 X 167975 0 40674 TERESA WEBER DIRECTOR OF ADVANCEMENT 40.00 0.00 X 213813 0 40518 JOHN P GANNON DIRECTOR OF DEVELOPMENT 40.00 0.00 X 206398 0 52602 ANDREW M KING DIRECTOR OF UPPER SCHOOL 40.00 0.00 X 183653 0 51259 STEVEN BILECA ASSISTANT HEAD OF SCHOOL 40.00 0.00 X 173387 0 41761 1908803 0 386877 76 1 1 0 PELLI ARCHITECTS INC 322 8TH AVENUE NEW YORK NY 10001 ARCHITECT 1119539 VP BUSES LLC 150 SOUTH MACQUESTEN PARKWAY MT VERNON NY 10550 TRANSPORTATION 297496 LUCADAMO AND SON INC P O BOX 204 BALDWIN PLACE NEW YORK NY 10505 CONSTRUCTION AND REPAIR 250685 RECYCLED PAPER PRINTING INC 17 WITHCOMB STREET WALTHAM MA 02453 PRINTING 172184 DP WOLFF INC 143 BEDFORD ROAD KATONAH NY 10536 HVAC CONTRACTOR 142076 7 103797 524989 25278479 689612 25907265 TUITION AND FEES 611710 40639891 40639891 AUXILLARY ACTIVITIES 532000 979603 979603 41619494 1987670 1987670 526953 103369 423584 423584 136135 287449 32452937 32285619 167318 167318 167318 17201 19689 -2488 -2488 70102843 41619494 136135 2439949 7614044 7614044 1124171 961830 115822 46519 20713454 17722237 2134079 857138 1749348 1496726 180233 72389 4032838 3450458 415498 166882 1577536 1349724 162532 65280 86001 86001 160582 160582 246117 246117 801192 241887 547189 12116 54179 24221 28747 1211 4946955 3957564 791513 197878 359443 348450 8109 2884 MAINTENANCE 2447515 2372660 55214 19641 INSTRUCTIONAL SUPPLIES 2147562 2140309 5135 2118 OTHER EXPENSES 1666220 183623 1257025 225572 FOOD SERVICES 1644751 1585530 46096 13125 1246881 1215940 22823 8118 52618789 44665203 6262715 1690871 516 10500 8631503 7742136 2180470 17316346 1219443 1162006 69766 22850 21844 20027 488242 530040 181072688 50480817 132121178 130591871 95064855 113048227 3326461 3138440 272488 242209 243396766 273824652 3793616 4571865 16597320 17233946 2855000 2540000 5942986 5613350 29188922 29959161 X 152046456 151618080 62161388 92247411 214207844 243865491 243396766 273824652 X 17484054 12480212 -306619 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 37.00 0 0 1 0 50.00 2000 1 45987330 4008133 10922851 1467716 491566 58959032 45346604 763875 954098 786142 291105 45987330 43228044 759876 2268684 658883 251117 45346604 41451755 313302 2512987 772143 277857 43228044 36084267 897162 5155326 501302 183698 41451755 0.31000 0.40000 0.29000 0 0 7974241 7974241 148404444 38034459 110369985 8988580 7231927 1756653 15705423 5214431 10490992 130591871 POSTRETIREMENT BENEFIT OBLIGATIONS 5613350 5613350 X 74931487 12480212 123058 12603270 62328217 160582 7614044 7774626 70102843 45888142 1043979 1043979 44844163 160582 7614044 7774626 52618789 PART II, LINE 9: CONSERVATION EASEMENT: THE LAND OWNED BY THE SCHOOL IS INCLUDED IN THE SCHOOL'S STATEMENT OF FINANCIAL POSITION. THERE IS NO REVENUE AND MINIMAL EXPENSE ASSOCIATED WITH THE CONSERVATION EASEMENT, AND ACCORDINGLY, THERE IS NO FOOTNOTE DISCLOSURE REGARDING THE EASEMENT. PART V, LINE 4: ENDOWMENT FUNDS: THE SCHOOL'S ENDOWMENT GENERATES A PREDICTABLE STREAM OF REVENUE THAT HELPS FUND ITS PROGRAMS, INCLUDING ITS FINANCIAL AID PROGRAM. PART X, LINE 2: ASC 740 - INCOME TAXES: THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES", AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. THE SCHOOL IS SUBJECT TO AND PAYS UNRELATED BUSINESS INCOME TAX RELATING TO ITS RENTAL ACTIVITIES; BECAUSE THE SCHOOL HAS ALWAYS RECOGNIZED THE LIABILITY RELATED TO THIS UNRELATED BUSINESS INCOME AND BECAUSE OF THE SCHOOL'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON THE SCHOOL'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 19,689. RENTAL EXPENSES 103,369. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 7,614,044. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES 103,369. INCREASE IN ALLOWANCE FOR DOUBTFUL PLEDGES 920,921. COST OF GOODS SOLD 19,689. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 7,614,044. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY: THE SCHOOL PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE. SCHEDULE E, PART I, LINE 6 FINANCIAL AID/ASSISTANCE FROM A GOVERNMENT AGENCY: THE SCHOOL RECEIVES FUNDS FROM NEW YORK STATE FOR THE PERFORMANCE OF MANDATED SERVICES AND CAPITAL EXPENDITURES. CENTRAL AMERICA/CARIBBEAN 0 0 INVESTMENTS 2745963 0 0 0 0 0 0 2745963 0 2745963 0 0 0 0 0 0 PART I, LINE 3: AMOUNT REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING. PART III ACCOUNTING METHOD: 1 FINANCIAL ASSISTANCE 144 7614044 FMV TUITION REDUCTION SCHEDULE I - PART 3, LINE 1 THE SCHOOL'S FINANCIAL AID OFFICE REVIEWS PARENTS' FINANCIAL STATEMENTS, INCLUDING INDIVIDUAL TAX RETURNS, AND THEN AWARDS AID ON THE BASIS OF DEMONSTRATED NEED. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 MICHAEL WIRTZ HEAD OF SCHOOL 393822 0 0 0 0 0 21375 0 28545 0 443742 0 0 0 PETER MCANDREW DIRECTOR OF FINANCE 355477 0 0 0 0 0 28500 0 30384 0 414361 0 0 0 PHILIP J VARIANO ASSOCIATE HEAD OF SCHOOL 214278 0 0 0 0 0 18735 0 32524 0 265537 0 0 0 JOHN P GANNON DIRECTOR OF DEVELOPMENT 206398 0 0 0 0 0 21709 0 30893 0 259000 0 0 0 TERESA WEBER DIRECTOR OF ADVANCEMENT 213813 0 0 0 0 0 16466 0 24052 0 254331 0 0 0 ANDREW M KING DIRECTOR OF UPPER SCHOOL 183653 0 0 0 0 0 18735 0 32524 0 234912 0 0 0 STEVEN BILECA ASSISTANT HEAD OF SCHOOL 173387 0 0 0 0 0 13216 0 28545 0 215148 0 0 0 LISA OBERSTEIN DIRECTOR OF LOWER SCHOOL 167975 0 0 0 0 0 13220 0 27454 0 208649 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS, AS BOARDING STUDENTS RESIDE AT THE SCHOOL. SINCE THE HEAD OF SCHOOL'S HOME SERVES AS HIS PERMANENT RESIDENCE, PERSONAL USE OF THE HOME DOES OCCUR. THE SCHOOL PAYS FOR A CLEANING SERVICE FOR THE HOME, AS NEEDED. THE HOUSING REQUIREMENT PROVISION IS CONTAINED IN THE EMPLOYMENT CONTRACT OF THE HEAD OF SCHOOL. DURING THE CURRENT REPORTING PERIOD, THE SCHOOL DID NOT PROVIDE ANY FUNDS FOR COMPANION TRAVEL. PART I, LINE 4B THE SCHOOL CONTRIBUTES TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FOR THE HEAD OF SCHOOL AND THE DIRECTOR OF FINANCE AND CAMPUS PLANNING. A COUNTY OF WESTCHESTER INDUSTRIAL DEVELOPMENT AGENCY 521294265 957368FMO 2004-01-02 16000000 FINANCING RENOVATION 0 0 0 A 13460000 16000000 714662 274337 15285739 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 1 0 0 0 0 X 54 668083 COMPARABLE SALES X 1 575 COMPARABLE SALES X 2 13318 COMPARABLE SALES X MUSICAL INSTRUMENT 1 5000 COMPARABLE SALES X COMPUTER EQUIPMENT 1 2097 COMPARABLE SALES X SPORTING EQUIPMENT 1 339 COMPARABLE SALES X GIFT CARDS 3 200 COMPARABLE SALES 0 1 1 PART I, COLUMN (B): THE AMOUNTS NOTED IN COLUMN B REPRESENT THE TOTAL NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: THE SCHOOL USES TD AMERITRADE TO SELL DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD AND THEN PRESENTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND APPROVAL, WITH COPIES BEING DISTRIBUTED IN ADVANCE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT-OF-INTEREST POLICY: THE CONFLICT-OF-INTEREST POLICY IS DISTRIBUTED ANNUALLY ALONG WITH A DECLARATION FORM TO KEY PERSONNEL AND ADMINISTRATORS, AS WELL AS ALL TRUSTEES. THE BUSINESS OFFICE COLLECTS ALL DECLARATION FORMS AND PREPARES A MEMO OF ALL KNOWN CONFLICTS FOR THE CHAIR OF THE AUDIT COMMITTEE, THE HEAD OF SCHOOL, AND THE PRESIDENT OF THE BOARD OF TRUSTEES TO REVIEW. FORM 990, PART VI, SECTION B, LINE 15 DETERMINING COMPENSATION: THE HEAD OF SCHOOL SETS COMPENSATION POOLS FOR ALL EMPLOYEES. COMPENSATION IS BASED ON COMPARABLE DATA OBTAINED FROM PEER INSTITUTIONS AND AN ASSOCIATION OF INDEPENDENT SCHOOLS. THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES' EXECUTIVE COMMITTEE. AN ASSESSMENT OF PERFORMANCE ALONG WITH COMPARABLE DATA PROVIDED FROM PEER SCHOOLS ARE USED TO DETERMINE THIS COMPENSATION. THE HEAD OF SCHOOL AND DIRECTOR OF FINANCE AND CAMPUS PLANNING HAVE WRITTEN EMPLOYMENT AGREEMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS: THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN POST RETIREMENT BENEFITS 614,302. INCREASE IN ALLOWANCE FOR DOUBTFUL PLEDGES -920,921. HACKLEY ALUMNI ENDOWMENT FUND 293 BENEDICT AVENUE TARRYTOWN NY 10591 136068876 CHARITABLE NY 501 (C) (3) 12A ; TYPE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 HACKLEY ALUMNI ENDOWMENT FUND C 103797 FMV