2022-05-12T09:44:59-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2020-07-01 131740454 THE HARVEY SCHOOL HARV 9142323161 260 JAY ST KATONAH NY 10536 WILLIAM J KNAUER HEAD OF SCHOOL 9142323161 2022-05-05 1 WILLIAM KNAUER 999009999 JOHN TOSCANO P00358542 8605614000 2022-05-05 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z WILLIAM J KNAUER 260 JAY ST KATONAH NY 10536 22419562 0 X WWW.HARVEYSCHOOL.ORG X NY STATE GOVERNMENTAL ENTITY 1916 NY A COEDUCATIONAL COLLEGE-PREPARATORY SCHOOL FOR STUDENTS IN GRADES 6-12. 24 23 172 41 299429 0 1291407 1892427 16911621 16475096 75173 1644117 157111 -23299 18435312 19988341 2723057 2494103 0 0 10316852 10359300 0 0 886162 4825419 4895258 17865328 17748661 569984 2239680 27923976 30358551 12846405 13430872 15077571 16927679 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 10098793 2494103 15592486 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.COVID-19 IMPACT: COVID-19 SIGNIFICANTLY IMPACTED THE SCHOOL'S OPERATIONS IN THE 2020-21 SCHOOL YEAR. ENROLLMENT DROPPED BY APPROXIMATELY 25 STUDENTS FROM PRIOR YEARS; ADDITIONAL FINANCIAL AID AWARDS WERE REQUIRED FOR STRUGGLING FAMILIES; COLLECTION DELINQUENCIES INCREASED; FUNDRAISING SUFFERED; ALL FACILITY RENTALS WERE HALTED; SIGNIFICANT COSTS WERE INCURRED TO COMPLY WITH COVID-19 SAFETY REGULATIONS; AND REMOTE LEARNING WAS OFFERED. 323812 0 283672 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.COVID-19 IMPACT: THE SUMMER CAMP WHICH IS PART OF THE 2020-21 FISCAL YEAR HAPPENED IN SUMMER 2020 AND WAS SIGNIFICANTLY IMPACTED. CAMP WAS ONLY OFFERED FOR FOUR WEEKS INSTEAD OF THE TRADITIONAL SIX-WEEK PROGRAM. ADDITIONALLY, ATTENDANCE WAS CAPPED AT 110 PARTICIPANTS VERSUS APPROXIMATELY 250 MOST SUMMERS. 447016 0 299509 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. COVID-19 IMPACT: THE ICE SKATING RINK CLOSED DOWN IN MARCH 2020 AND COULD NOT REOPEN UNTIL AUGUST 2020 ON A REDUCED SCHEDULE. 10869621 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 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 62 0 172 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 ST KATONAH NY 10536 WILLIAM J KNAUER PRESIDENT & HEAD OF SCHOOL 40.00 X X 280493 0 40926 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 LYDIA HELLINGER 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 SANDY OGG TRUSTEE 1.50 X 0 0 0 WENDY LEDERER 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 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 142792 0 5952 PHILIP LAZZARO HEAD OF UPPER SCHOOL 40.00 X 146970 0 35519 BRENDAN BYRNE HEAD OF MIDDLE SCHOOL 40.00 X 140670 0 4452 SUSIE DANZINGER DIRECTOR OF DEVELOPMENT 40.00 X 131263 0 35470 RICHARD RYERSON DIRECTOR OF BUILDINGS & GR 40.00 X 129121 0 16159 VINCENT ALEXANDER CHAIRMAN OF THE PERFOMING ARTS 40.00 X 124327 0 29870 BARRY FENSTERMACHER FORMER HEADMASTER 3.00 X 143368 0 24425 1239004 0 192773 15 1 1 0 FLIK INDEPENDENT SCHOOL DINING PO BOX 417632 BOSTON MA 02241 FOOD SERVICE PROVIDER 609489 BELMONT LAND DESIGN LLC 1 SPRING HILL LANE SOUTH SALEM NY 10590 GROUNDS MAINTENANCE 202742 PEGASSO JANITORIAL SERVICES LLC PO BOX 395 DANBURY CT 06813 CLEANING SERVICES 166330 HOLLIS LAIDLAW & SIMON PC 55 SMITH AVENUE MOUNT KISCO NY 10549 LEGAL FEES 111305 4 70278 1822149 1892427 TUITION AND FEES 611710 15241299 15241299 SKATING ACTIVITIES 713990 598938 299509 299429 STUDENT ACTIVITIES 611710 351187 351187 SUMMER PROGRAMS 611710 283672 283672 16475096 48038 48038 4703 0 4703 4703 4703 3996326 2400247 1596079 1596079 1596079 2972 70278 30974 -28002 -28002 19988341 16175667 299429 1620818 2494103 2494103 483397 466745 16652 7342840 4991684 2010149 341007 200630 159055 34570 7005 1685761 1249122 378397 58242 646672 470389 153779 22504 30666 1840 25146 3680 65940 3956 54071 7913 17138 17138 25610 1537 21000 3073 275983 16559 226306 33118 929773 55786 762414 111573 316412 18985 259458 37969 279917 16795 229532 33590 726097 43566 595400 87131 213468 12808 175044 25616 FOOD SERVICES 605615 605615 REPAIRS & MAINTENANCE 596490 35790 489122 71578 PROGRAM EXPENSES 422665 422665 STUDENT ACTIVITIES 168490 168490 220994 100876 94607 25511 17748661 10869621 5992878 886162 1585211 281407 2882410 5285434 524541 916396 491580 579749 40000 28000 64009 82673 135668 107478 28724817 12883239 16126789 15841578 5329578 6287605 70816 143497 673374 804734 27923976 30358551 780298 913878 4077372 4113968 6191835 6606126 1796900 1796900 12846405 13430872 X 6788048 6736874 8289523 10190805 15077571 16927679 27923976 30358551 X 2239680 -505823 116251 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6280863 111856 1204726 208009 7389436 6277668 15256 132219 144280 6280863 5605376 357711 425130 93840 16709 6277668 4905201 476659 239846 16330 5605376 4039375 529210 350246 13630 4905201 0.01250 0.98750 0.00000 1 0 1193274 1193274 24610473 10864303 13746170 2370204 2018936 351268 550866 550866 15841578 X 17087528 -505823 -2377852 -2883675 19971203 17138 17138 19988341 15237420 0 15237420 17138 2494103 2511241 17748661 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 -2,494,103. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 131,360. LOSS ON DISPOSAL OF MORTGAGE COSTS -15,109. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 2,494,103. 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. 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. PARENT ASSOCIATION ANNUAL BENEFIT 73250 70278 2972 1716 5728 800 2883 73250 70278 2972 1716 5728 800 2883 11127 -8155 1 NEED BASED FINANCIAL AID 96 2494103 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 280493 0 0 0 0 0 11400 0 29526 0 321419 0 0 0 PHILIP LAZZARO HEAD OF UPPER SCHOOL 146970 0 0 0 0 0 5993 0 29526 0 182489 0 0 0 BARRY FENSTERMACHER FORMER HEADMASTER 143368 0 0 0 0 0 5800 0 18625 0 167793 0 0 0 SUSIE DANZINGER DIRECTOR OF DEVELOPMENT 131263 0 0 0 0 0 5600 0 29870 0 166733 0 0 0 VINCENT ALEXANDER CHAIRMAN OF THE PERFOMING ARTS 124327 0 0 0 0 0 0 0 29870 0 154197 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. FORM 990, PART VI, SECTION A, LINE 1 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 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. 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 131,360. LOSS ON DISPOSAL OF MORTGAGE COSTS -15,109.