2021-05-14T08:14:46-05:00 2020-06-30 EISNERAMPER LLP 733 THIRD AVENUE NEW YORK NY 100172703 990 2019-07-01 131837409 The Buckley School in the City of New York % THOMAS STANTON CFO BUCK 2125358787 113 EAST 73RD STREET NEW YORK NY 10021 THOMAS STANTON CHIEF FINANCIAL OFF 2125358787 2021-05-13 true WILLIAM EPSTEIN P01307171 2129498700 2019 2022-09-23 18:48:47Z GREG O'MELIA 113 EAST 73RD STREET NEW YORK NY 10021 37756541 false X BUCKLEYSCHOOL.ORG X 1913 NY 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 23 23 142 200 -236211 -236461 4611079 3383572 18203095 18966340 3265456 1368732 263453 147559 26343083 23866203 1768500 1938000 0 0 14400302 14802494 0 0 1264618 17724171 11513219 33892973 28253713 -7549890 -4387510 120509918 113493500 15658721 13712449 104851197 99781051 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. false false 21408175 1938000 18966340 THE SCHOOL PROVIDED EDUCATION TO 374 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. 21408175 true true false false false false false false false true true true false false true true true false true false true false false false false false false false true true false false false false false false false false true false false false false false false false false true 5 0 142 true true true false false false false false false false false false false false X 23 23 false false false false false false false true true false false false true true true true true true true false X THOMAS STANTON CFO 2125358787 113 EAST 73RD STREET NEW YORK NY 10021 GREGORY O'MELIA HEAD OF SCHOOL 40.0 0.0 X 602963 0 202436 THOMAS STANTON CHIEF FINANCIAL OFFICER 40.0 0.0 X 498599 0 82367 DECLAN WALSH DIRECTOR OF ATHLETICS 40.0 0.0 X 200491 0 54727 SONJA ROBINSON DIRECTOR OF LOWER SCHOOL 40.0 0.0 X 206436 0 47670 TARA JOHNSON DIRECTOR OF DEVELOPMENT 40.0 0.0 X 217362 0 27827 JULIE KING DIRECTOR OF EDUC. TECHNOLOGY 40.0 0.0 X 185600 0 33974 CAROLINE BERRY TEACHER 40.0 0.0 X 176558 0 42876 DOROTHY MCCARTNEY ASS. DIR. OF MID SCHOOL/LEARNI 40.0 0.0 X 171820 0 41562 BLAIR SCRIBNER DIRECTOR OF MIDDLE SCHOOL 40.0 0.0 X 159738 0 48833 DIANNE STEWART-GARRETT TEACHER 40.0 0.0 X 161121 0 29999 PETE SIMPSON DIRECTOR OF UPPER SCHOOL 40.0 0.0 X 159365 0 31404 NEIL MARTINEZ DIRECTOR OF FACILITIES 40.0 0.0 X 155997 0 31947 JUSTIN D ABELOW PRESIDENT 4.0 0.0 X X 0 0 0 Nicholas W Acquavella TRUSTEE 1.0 0.0 X 0 0 0 Christine Alfaro Trustee 1.0 0.0 X 0 0 0 Kristin Allen Trustee 1.0 0.0 X 0 0 0 T Kimball Brooker TRUSTEE 1.0 0.0 X 0 0 0 Louise Carroll TRUSTEE 1.0 0.0 X 0 0 0 GREGORY FOWLKES vice president 2.0 0.0 X X 0 0 0 JANE FRIED TRUSTEE 1.0 0.0 X 0 0 0 JOHN GRIFFIN TRUSTEE 1.0 0.0 X 0 0 0 GERRITY LANSING TRUSTEE 1.0 0.0 X 0 0 0 SANDRA LAWSON TRUSTEE 1.0 0.0 X 0 0 0 ANDREAS LAZAR TRUSTEE 1.0 0.0 X 0 0 0 Robert Levy TRUSTEE 1.0 0.0 X 0 0 0 HAMPTON LYNCH TRUSTEE 1.0 0.0 X 0 0 0 Gregory Palm Secretary 2.0 0.0 X X 0 0 0 BRIAN PFEIFLER TRUSTEE 1.0 0.0 X 0 0 0 CARLOS RODRIGUEZ-PASTOR TRUSTEE 1.0 0.0 X 0 0 0 DR ADAM ROSENBLUTH TRUSTEE 1.0 0.0 X 0 0 0 WINTHROP RUTHERFURD JR TRUSTEE 1.0 0.0 X 0 0 0 DOUGLAS SNYDER treasurer 2.0 0.0 X X 0 0 0 WILLIAM C VRATTOS TRUSTEE 2.0 0.0 X 0 0 0 RICHARD A WAYNER TRUSTEE 1.0 0.0 X 0 0 0 AARON YEARY TRUSTEE 1.0 0.0 X 0 0 0 2896050 0 675622 35 false true false PREFERRED CATERING LLC 183 EVANS AVENUE ELMONT NY 11003 FOOD SERVICE 647818 ALLIANCE BUILDING SERVICES 318 W 39th Street NEW YORK NY 10018 CLEANING/JANITORIAL 342599 LONE PINE CAPITAL 2 GREENWICH PLAZA GREENWICH CT 06830 INVESTMENT FEES 165285 MG Security Systems LLC 7 West 36th Street 12th Floor NEW YORK NY 10018 Security Staffing 160412 SELECT EQUITY 380 Lafayette St NEW YORK NY 10003 INVESTMENT FEES 138223 6 230589 3152983 313457 3383572 TUITION AND FEES 611710 18513000 18513000 AUXILIARY PROGRAMS 611710 453340 453340 18966340 913852 913852 0 0 138776 138776 0 138776 138776 14345218 13890338 454880 454880 454880 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 244994 244994 PASS THRU K-1 LOSS 525990 -236211 -236211 8783 23866203 19211334 -236211 1507508 0 1938000 1938000 0 0 2170845 1179573 766272 225000 0 8583249 6418546 1916703 248000 1050316 742083 262037 46196 2279973 1610875 568817 100281 718111 555423 132531 30157 65409 9508 55901 35154 35154 83500 83500 0 0 476003 476003 0 0 287411 89585 18451 179375 228395 163964 39238 25193 0 0 16245 9701 4850 1694 0 166382 150414 10800 5168 250756 200605 37613 12538 0 6192566 4954053 928885 309628 161220 128976 24183 8061 INSTRUCTIONAL MATERIALS 1371610 1371610 FOOD SERVICE AND LUNCH 712021 712021 PLANT AND UTILITIES 1466547 1173238 219982 73327 28253713 21408175 5580920 1264618 1287491 1936694 19015016 19750672 2488058 1851058 38925 57779 0 0 0 0 0 0 0 0 83728 135464 85406307 57089993 34218782 28316314 18887430 17907769 44490488 43537750 0 0 0 0 0 0 120509918 113493500 226963 204382 0 0 3892659 3640589 0 0 0 0 0 0 10744528 8811469 0 0 794571 1056009 15658721 13712449 X 100253479 95714465 4597718 4066586 104851197 99781051 120509918 113493500 -4387510 -682636 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1218932 5034 52134 1171832 1050097 168835 1218932 858996 191101 1050097 708010 150986 858996 710625 -2615 708010 0.39600 0.60400 false false 2179412 2179412 78780595 53538264 25242331 4446300 3551729 894571 28316314 LIMITED PARTNERSHIPS 43537750 F 43537750 0 DEFERRED COMPENSATION 1056009 1056009 X 20769564 -682636 -682636 21452200 476003 1938000 2414003 23866203 25839710 25839710 476003 1938000 2414003 28253713 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 AND XII, LINE 4B: FINANCIAL AID REPORTED NET OF TUITION REVENUE ON THE FINANCIAL STATEMENTS -$1,938,000. true true true true true true true false false false false false false false false true false true 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. PART I, LINE 6: THE SCHOOL RECEIVED $230,589 FROM THE NEW YORK STATE DEPARTMENT of EDUCATION FOR MANDATED SERVICES, SPECIFICALLY FOR ITS DAILY ATTENDANCE REPORTING. Central America and the Caribbean Investments 3466927 3466927 3466927 false false false false true false SCHEDULE F, PART I, LINE 3 (COLUMN F) Foreign Investments: 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. true STUDENT SCHOLARSHIPS 49 1938000 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 true true X X X X X X false true false false false false false false false GREGORY O'MELIA HEAD OF SCHOOL 602963 0 0 0 0 0 168869 0 33567 0 805399 0 0 0 THOMAS STANTON CHIEF FINANCIAL OFFICER 498599 0 0 0 0 0 48800 0 33567 0 580966 0 0 0 TARA JOHNSON DIRECTOR OF DEVELOPMENT 217362 0 0 0 0 0 26478 0 1349 0 245189 0 0 0 CAROLINE BERRY TEACHER 176558 0 0 0 0 0 26775 0 16101 0 219434 0 0 0 SONJA ROBINSON DIRECTOR OF LOWER SCHOOL 206436 0 0 0 0 0 31508 0 16162 0 254106 0 0 0 DECLAN WALSH DIRECTOR OF ATHLETICS 200491 0 0 0 0 0 21160 0 33567 0 255218 0 0 0 DOROTHY MCCARTNEY ASS. DIR. OF MID SCHOOL/LEARNI 171820 0 0 0 0 0 25485 0 16077 0 213382 0 0 0 JULIE KING DIRECTOR OF EDUC. TECHNOLOGY 185600 0 0 0 0 0 18500 0 15474 0 219574 0 0 0 BLAIR SCRIBNER DIRECTOR OF MIDDLE SCHOOL 159738 0 0 0 0 0 25898 0 22935 0 208571 0 0 0 NEIL MARTINEZ DIRECTOR OF FACILITIES 155997 0 0 0 0 0 15900 0 16047 0 187944 0 0 0 DIANNE STEWART-GARRETT TEACHER 161121 0 0 0 0 0 14005 0 15994 0 191120 0 0 0 PETE SIMPSON DIRECTOR OF UPPER SCHOOL 159365 0 0 0 0 0 16000 0 15404 0 190769 0 0 0 Schedule J, Line 1A: It is a condition of the Headmaster'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 Headmaster and to be available to all constituencies of the School on a timely basis whenever required. Schedule J, Line 4B: The School contributes to a supplemental nonqualified retirement plan for both the Headmaster and the Chief financial Officer. Total contributions to this plan for calendar year 2019 were $160,000. X 9 313457 FMV false true true SCHEDULE M, PART I, LINE 32A THE SCHOOL USES AN INDEPENDENT FINANCIAL ADVISOR TO SELL DONATED SECURITIES. 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 HEADMASTER AND SELECTED MEMBERS OF THE BOARD OF TRUSTEES. 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. PART VI, SECTION B, LINE 15b DETERMINATION OF COMPENSATION: THE HEADMASTER'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. PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS: THE SCHOOL'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST.