2022-04-27T12:42:31-05:00 2021-06-30 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2020-07-01 131837409 THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK BUCK 2125358787 113 EAST 73RD STREET NEW YORK NY 10021 THOMAS STANTON CFO CFO 2125358787 2022-04-26 1 THOMAS STANTON CFO 999009999 WILLIAM EPSTEIN P01307171 2129498700 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z GREG O'MELIA 113 EAST 73RD STREET NEW YORK NY 10021 49591041 0 X BUCKLEYSCHOOL.ORG X 1913 NY SEE SCHEDULE O 21 21 136 200 -184525 0 3383572 3553163 18966340 18809792 1368732 11532614 147559 -454 23866203 33895115 1938000 2150500 0 0 14802494 15734441 0 0 1202406 11513219 10140674 28253713 28025615 -4387510 5869500 113493500 138732019 13712449 13680914 99781051 125051105 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 21316419 2150500 18809792 THE SCHOOL PROVIDED EDUCATION TO 346 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. 21316419 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 136 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X THOMAS STANTON CFO 2125358787 113 EAST 73RD STREET NEW YORK NY 10021 JUSTIN D ABELOW PRESIDENT 4.00 X X 0 0 0 NICHOLAS W ACQUAVELLA TRUSTEE 1.00 X 0 0 0 KRISTIN ALLEN TRUSTEE 1.00 X 0 0 0 T KIMBALL BROOKER TRUSTEE 1.00 X 0 0 0 LEA CARPENTER TRUSTEE 1.00 X 0 0 0 LOUISE CARROLL TRUSTEE 1.00 X 0 0 0 BRYAN CHO TRUSTEE 1.00 X 0 0 0 GREGORY FOWLKES VICE PRESIDENT 2.00 X X 0 0 0 ANSON FRELINGHUYSEN TRUSTEE 1.00 X 0 0 0 JANE FRIED TRUSTEE 1.00 X 0 0 0 GERRITY LANSING TRUSTEE 1.00 X 0 0 0 SANDRA LAWSON TRUSTEE 1.00 X 0 0 0 ANDREAS LAZAR TRUSTEE 1.00 X 0 0 0 ROBERT LEVY TRUSTEE 1.00 X 0 0 0 HAMPTON LYNCH TRUSTEE 1.00 X 0 0 0 GREGORY PALM SECRETARY 2.00 X X 0 0 0 BRIAN PFEIFLER TRUSTEE 1.00 X 0 0 0 CARLOS RODRIGUEZ-PASTOR TRUSTEE 1.00 X 0 0 0 ADAM ROSENBLUTH TRUSTEE 1.00 X 0 0 0 WINTHROP RUTHERFURD JR TRUSTEE 1.00 X 0 0 0 DOUGLAS SNYDER TREASURER 2.00 X X 0 0 0 CHRISTINE ALFARO TRUSTEE THRU 7/31/20 1.00 X 0 0 0 JOHN GRIFFIN TRUSTEE THRU 12/31/20 1.00 X 0 0 0 WILLIAM VRATTOS TRUSTEE THRU 12/31/20 1.00 X 0 0 0 RICHARD WAYNER TRUSTEE THRU 12/31/20 1.00 X 0 0 0 AARON YEARY TRUSTEE THRU 12/31/20 1.00 X 0 0 0 GREGORY O'MELIA HEAD OF SCHOOL 40.00 X 538489 0 201472 THOMAS STANTON CHIEF FINANCIAL OFFICER 40.00 X 418678 0 85093 DECLAN WALSH DIRECTOR OF ATHELTICS 40.00 X 209076 0 56695 SONJA ROBINSON DIRECTOR OF LOWER SCHOOL 40.00 X 212278 0 49334 TARA JOHNSON DIRECTOR OF DEVELOPMENT 40.00 X 225550 0 28818 CAROLINE BERRY TEACHER 40.00 X 183723 0 44395 BLAIR SCRIBNER DIRECTOR OF MIDDLE SCHOOL 40.00 X 166779 0 50578 JULIE KING DIRECTOR OF EDUC. TECHNOLOGY 40.00 X 195800 0 36087 DOROTHY MCCARTNEY ASS. DIR. OF MID SCHOOL/LEARNING 40.00 X 177850 0 43034 DIANNE STEWART-GARRETT TEACHER 40.00 X 166624 0 31135 PETE SIMPSON DIRECTOR OF UPPER SCHOOL 40.00 X 170563 0 33552 NEIL MARTINEZ DIRECTOR OF FACILITIES 40.00 X 163637 0 42605 2829047 0 702798 28 0 1 0 PREFERRED CATERING LLC 183 EVANS AVENUE ELMONT NY 11003 FOOD SERVICE 867751 MAS ELECTRICAL MAINTENANCE LLC 800 NEW BRUNSWICK AVE RAHWAY NJ 07065 JANITORIAL SERVICE 677023 SHAWMUT DESIGN & CONSTRUCTION 3 E 54TH ST NEW YORK NY 10022 CONSTRUCTION 306864 MG SECURITY SERVICES LLC 7 WEST 36TH STREET 12TH FLOOR NEW YORK NY 10018 SECURITY 272990 LONE PINE CAPITAL 2 GREENWICH PLAZA GREENWICH CT 06830 INVESTMENT MANAGER 237709 2 241680 3311483 3553163 TUITION AND FEES 611710 17819000 17819000 FORFEITED TUITION 611710 820980 820980 AUXILIARY PROGRAMS 611710 150517 150517 APPLICATION FEES 611710 14550 14550 BOOK FAIR 611710 4745 4745 18809792 455237 455237 26773303 15695926 11077377 11077377 11077377 OTHER INCOME 900099 184071 184071 PASS THRU K-1 LOSS 525990 -184525 -184525 -454 33895115 18809792 -184525 11716685 2150500 2150500 1996512 971515 762571 262426 9430815 7113447 2064145 253223 849790 601236 210208 38346 2721411 2011550 607088 102773 735913 574197 130538 31178 71843 29000 42843 51161 51161 75000 75000 463012 463012 281802 114794 20652 146356 273427 218273 35501 19653 15269 9109 4554 1606 148022 136304 8534 3184 152579 122063 22887 7629 4667664 3734131 700150 233383 168224 134579 25234 8411 PLANT AND UTILITIES 1884743 1507793 282712 94238 BOOKS AND INSTRUCTIONAL 1007223 1007223 FOOD SERVICE AND LUNCH 880705 880705 28025615 21316419 5506790 1202406 1936694 1527374 19750672 24271154 1851058 1473942 57779 543 135464 337018 86258564 61757657 28316314 24500907 17907769 31182197 43537750 55438884 113493500 138732019 204382 153713 3640589 3798820 8811469 8272235 1056009 1456146 13712449 13680914 X 95714465 120535040 4066586 4516065 99781051 125051105 113493500 138732019 5869500 19400554 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1171832 941450 57349 2055933 1218932 5034 52134 1171832 1050097 168825 1218922 858996 191101 1050097 708010 150986 858996 0.77430 0.22570 0 0 2179412 2179412 78836701 57594410 21242291 5242451 4163247 1079204 24500907 LIMITED PARTNERSHIPS 55438884 F 55438884 DEFERRED COMPENSATION 1456146 1456146 X 50682157 19400554 19400554 31281603 463012 2150500 2613512 33895115 25412103 0 25412103 463012 2150500 2613512 28025615 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS: 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 2,150,500. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,150,500. 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 $241,680 FROM THE NEW YORK STATE DEPARTMENT OF EDUCATION FOR MANDATED SERVICES, SPECIFICALLY FOR ITS DAILY ATTENDANCE REPORTING. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 4761333 0 0 0 0 0 0 4761333 0 4761333 0 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: 0 STUDENT SCHOLARSHIPS 53 2150500 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 X 0 1 0 0 0 0 0 0 0 GREGORY O'MELIA HEAD OF SCHOOL 538489 0 0 0 0 0 166559 0 34913 0 739961 0 0 0 THOMAS STANTON CHIEF FINANCIAL OFFICER 418678 0 0 0 0 0 50180 0 34913 0 503771 0 0 0 DECLAN WALSH DIRECTOR OF ATHELTICS 209076 0 0 0 0 0 21895 0 34800 0 265771 0 0 0 SONJA ROBINSON DIRECTOR OF LOWER SCHOOL 212278 0 0 0 0 0 32580 0 16754 0 261612 0 0 0 TARA JOHNSON DIRECTOR OF DEVELOPMENT 225550 0 0 0 0 0 27402 0 1416 0 254368 0 0 0 JULIE KING DIRECTOR OF EDUC. TECHNOLOGY 195800 0 0 0 0 0 19380 0 16707 0 231887 0 0 0 CAROLINE BERRY TEACHER 183723 0 0 0 0 0 27713 0 16682 0 228118 0 0 0 DOROTHY MCCARTNEY ASS. DIR. OF MID SCHOOL/LEARNING 177850 0 0 0 0 0 26378 0 16656 0 220884 0 0 0 BLAIR SCRIBNER DIRECTOR OF MIDDLE SCHOOL 166779 0 0 0 0 0 26813 0 23765 0 217357 0 0 0 NEIL MARTINEZ DIRECTOR OF FACILITIES 163637 0 0 0 0 0 16650 0 25955 0 206242 0 0 0 PETE SIMPSON DIRECTOR OF UPPER SCHOOL 170563 0 0 0 0 0 16915 0 16637 0 204115 0 0 0 DIANNE STEWART-GARRETT TEACHER 166624 0 0 0 0 0 14565 0 16570 0 197759 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 2020 WERE $143,000. 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 A, LINE 4 DURING FISCAL-YEAR 2021, THE SCHOOL UPDATED THE BY-LAWS FOR CHANGES TO BOARD OF TRUSTEES TERMS FOR OFFICE AND ELECTONS, VACANCIES, RESIGNATION AND REMOVAL, MEETINGS, CHANGES TO THE COMMITTEES OF THE BOARD, CHANGES TO OFFICERS OF THE BOARD OF TRUSTEES, AND CHANGES TO THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990: 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 COMPLIANCE WITH THE POLICY: 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 DETERMINATION OF COMPENSATION: 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 HEADMASTER, 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.