2021-05-08T05:39:20-05:00 2020-06-30 BKD LLP 1155 Avenue of the Americas 1200 New York NY 10036 990 2019-07-01 131740455 Horace Mann School % DAVID ROBERTS COMPTROLLER HORA 7184323400 231 West 246th Street Bronx NY 10471 THOMAS M KELLY HEAD OF SCHOOL 7184323420 2021-05-15 true Aaron Shapiro P01333816 2128674000 2019 2022-09-23 18:48:47Z THOMAS KELLY 231 WEST 246TH STREET BRONX NY 10471 145806679 false X WWW.HORACEMANN.ORG X 1887 NY TO PROVIDE A CONTINUOUS EDUCATION PROGRAM FOR BOYS, GIRLS, AND OTHERS WHO IDENTIFY DIFFERENTLY, FROM NURSERY THROUGH HIGH SCHOOL. 31 31 657 620 0 22336517 15341990 94152617 97597005 14064131 1768286 388179 87895 130941444 114795176 11387707 11461222 0 0 63163876 64378706 432000 360000 3082977 32062548 33387295 107046131 109587223 23895313 5207953 413821196 411987049 169377646 164934013 244443550 247053036 X HORACE MANN SCHOOL PREPARES A DIVERSE COMMUNITY OF STUDENTS TO LEAD GREAT AND GIVING LIVES. WE STRIVE TO MAINTAIN A SAFE, SECURE, AND CARING ENVIRONMENT IN WHICH MUTUAL RESPECT, MATURE BEHAVIOR, AND THE LIFE OF THE MIND CAN THRIVE. WE RECOGNIZE AND CELEBRATE INDIVIDUAL ACHIEVEMENT AND CONTRIBUTIONS TO THE COMMON GOOD. false true 95841490 11461222 97597005 HORACE MANN SCHOOL IS AN EDUCATIONAL INSTITUTION CONDUCTING PROGRAMS AT THE NURSERY, LOWER, MIDDLE AND HIGH SCHOOL LEVELS. DURING THE 2019-2020 SCHOOL YEAR, THE STUDENT BODY CONSISTED OF 1,786 STUDENTS 95841490 true true false false false false false false false true true true false false true false false true true false true false false true true false false false true true true false false false false false false false false false false true false false false false true false false false true 183 0 657 true false false false false false true true false false false false true false X 31 31 false false false false false false false true true false false false true true true true true true true false X DAVID ROBERTS COMPTROLLER 7184323400 231 WEST 246TH STREET BRONX NY 10471 Thomas Kelly Head of School 60.0 0.0 X 1078474 0 194667 Edward L Sinclair Jr Chief Financial Officer 50.0 0.0 X 526788 0 69673 Canh Oxelson Exec. Dir. College Counseling 40.0 0.0 X 358901 0 83432 Deena Neuwirth Head of Lower Division 40.0 0.0 X 285165 0 111163 Jessica Levenstein Head of Upper Division 40.0 0.0 X 290799 0 103383 Lisa Moreira Dir. of Inst. Research & Enrol 40.0 0.0 X 254975 0 122268 Melissa Parento Director of Development 40.0 0.0 X 253565 0 94580 Gordon Jensen Director of Facilities 40.0 0.0 X 315021 0 32065 Adam Kenner Director of Technology 40.0 0.0 X 252179 0 78610 Glenn Sherratt Director of John Dorr 40.0 0.0 X 278645 0 42780 Robin Ingram Assoc. Dir. of Admissions 40.0 0.0 X 270927 0 43173 Marcia Levy Head of Nursery Division 40.0 0.0 X 264037 0 40983 Robert Annunziata Dir. of Athletics & Summer Pgm 40.0 0.0 X 239421 0 58102 Daniel Rothstein Upper Div. Dir. of Counseling 40.0 0.0 X 202891 0 79331 Judy Lynch Director of Human Resources 40.0 0.0 X 224815 0 49372 Michael McCaw Dir. of Public Safety 40.0 0.0 X 234729 0 37850 Susan Delanty Science Teacher 40.0 0.0 X 198895 0 62176 Marines Arroyo Head of Nursery Division 40.0 0.0 X 191500 0 62245 Patricia Zuroski Director of ICIE 40.0 0.0 X 208601 0 25063 Deborah Stanford English Teacher 40.0 0.0 X 225586 0 0 Javaid Khan Head of Middle Division 40.0 0.0 X 130171 0 40833 Laurence Grafstein Chairman 8.0 0.0 X X 0 0 0 Matthew Mark Vice-Chair 8.0 0.0 X X 0 0 0 Brian L Eizenstat Treasurer 8.0 0.0 X X 0 0 0 Amanda Salzhauer Secretary 8.0 0.0 X X 0 0 0 Glenn August Trustee 8.0 0.0 X 0 0 0 Michael Bennett Trustee 8.0 0.0 X 0 0 0 Daniel Benton Trustee 8.0 0.0 X 0 0 0 Samantha Cooper Brand Trustee 8.0 0.0 X 0 0 0 Steven C Bussey Trustee 8.0 0.0 X 0 0 0 Jay Eisenhofer Trustee 8.0 0.0 X 0 0 0 Drew Figdor Trustee 8.0 0.0 X 0 0 0 Winston C Fisher Trustee 8.0 0.0 X 0 0 0 Lawrence Otis Graham Trustee 8.0 0.0 X 0 0 0 Bonnie Jonas Trustee 8.0 0.0 X 0 0 0 Michael Klein Trustee 8.0 0.0 X 0 0 0 Justin D Lerer Trustee 8.0 0.0 X 0 0 0 Howard W Lutnick Trustee 8.0 0.0 X 0 0 0 Andrea Madaio Trustee 8.0 0.0 X 0 0 0 Monica M Mandelli Trustee 8.0 0.0 X 0 0 0 Crystal McCrary Trustee 8.0 0.0 X 0 0 0 Avinash Mehrotra Trustee 8.0 0.0 X 0 0 0 Manish Mittal Trustee 8.0 0.0 X 0 0 0 Stephen Mong Trustee 8.0 0.0 X 0 0 0 Andrea L Olshan Trustee 8.0 0.0 X 0 0 0 Robert O Owens Trustee 8.0 0.0 X 0 0 0 Michael A Pruzan Trustee 8.0 0.0 X 0 0 0 Elizabeth Ross Trustee 8.0 0.0 X 0 0 0 Thomas Shapiro Trustee 8.0 0.0 X 0 0 0 Vinayak Singh Trustee 8.0 0.0 X 0 0 0 Catherine Goodstein Wallace Trustee 8.0 0.0 X 0 0 0 Mariko Zeitlin Trustee 8.0 0.0 X 0 0 0 6286085 0 1431749 194 true true false HUNTER ROBERTS CONSTRUCTION GROUP 55 WATER STREET NEW YORK NY 10041 CONSTRUCTION 8005462 LUCADAMO SONS INC 215 SOUTH THIRTEENTH AVE MT VERNON NY 10550 GENERAL CONTRACTOR 7626479 FLIK INTERNATIONAL CORP PO BOX 417632 BOSTON MA 02241 FOOD SERVICE 4020605 ACCENT MAINTENANCE 151 DIXON AVE AMITYVILLE NY 11701 CLEANING SERVICE 1063886 VP BUSES LLC 150 S MacQuesten Parkway MT VERNON NY 10550 Transportation 729103 33 1054646 1155740 13131604 784474 15341990 TUITION 611110 94711015 94711015 FACILITY IMPR./OTHER FEES 611110 2462832 2462832 SUMMER & OTHER PROGRAMS 611110 291674 291674 AUXILIARY REVENUES 611110 131484 131484 97597005 1662087 1662087 0 0 0 0 0 30948792 30842593 106199 106199 106199 43737 1054646 168910 -125173 -125173 0 0 0 0 0 0 OTHER 900099 213068 213068 213068 114795176 97597005 1856181 0 11461222 11461222 0 0 6912830 4986712 1452395 473723 0 43195844 40424982 1905290 865572 3369111 3180864 131126 57121 7659327 7033121 470552 155654 3241594 2949368 209932 82294 0 296246 296246 133365 133365 0 360000 360000 107634 107634 3440858 1962399 1410266 68193 0 3446663 2499079 862501 85083 1103739 1103739 0 3712241 3303894 371224 37123 574637 562925 11712 0 478685 444544 29027 5114 2129036 2129036 0 9589290 8534468 958929 95893 733348 733348 FOOD SERVICE 2647781 2647781 OTHER 4993772 2617356 1579209 797207 109587223 95841490 10662756 3082977 385518 462630 34238464 21472786 20456052 15511658 385292 775373 0 0 0 0 0 0 81045 92397 1071216 320552 281794398 79271198 197811941 202523200 125192943 128336481 34198725 42491972 0 0 0 0 0 0 413821196 411987049 8355436 8249161 0 0 54086328 48965834 24898399 22928184 0 0 0 0 0 0 40283528 40353395 41753955 44437439 169377646 164934013 X 210829356 213805839 33614194 33247197 244443550 247053036 413821196 411987049 X 5207953 1931374 -4529841 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28498992 737849 558734 623768 430207 28741600 29002813 496256 465652 692849 385013 387867 28498992 27865257 641936 1498526 624868 378038 29002813 26194867 287936 2361760 591744 387562 27865257 25296990 2701104 -873770 615774 313683 26194867 0.91130 0.08870 false false 8538221 8538221 253662127 71060903 182601224 18960733 7903118 11057615 633317 307177 326140 202523200 ALTERNATIVE INVESTMENTS 42491972 F 42491972 0 ACCRUED POSTRETIREMENT BENEFITS 33316732 ACCRUED RETIREMENT BONUSES 9085275 BOND ISSUANCE PREMIUM 1432325 OTHER 603107 44437439 105157694 1931374 1931374 103226320 107634 11461222 11568856 114795176 98018367 98018367 107634 11461222 11568856 109587223 SCHEDULE D, PART V, LINE 4 THE NET INVESTMENT INCOME GENERATED FROM THE INVESTED ENDOWMENT FUNDS IS USED AT THE RATE OF 4.5% PER YEAR TO SUPPORT THE PROGRAMS AND FACILITIES OF THE SCHOOL. USES INCLUDE FINANCIAL AID, STUDENT ASSISTANCE, SCHOOL LIBRARIES, MAINTENANCE OF FACILITIES AND FACULTY ENRICHMENT. SCHEDULE D, PART XI, LINE 4B FINANCIAL AID: $11,461,222 SCHEDULE D, PART XII, LINE 4B FINANCIAL AID: $11,461,222 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER ADS AND THROUGH ITS WEBSITE HOMEPAGE. SCHEDULE E, PART I, LINE 6A THE ORGANIZATION RECEIVES NEW YORK STATE NON-PUBLIC-SCHOOL AID. false CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 42491972 42491972 42491972 true false true false false false X X X X X X true CCS FUNDRAISING 527 Madison Avenue 5th floor New York NY 10022 CAMPAIGN MANAGEMENT false 10935450 360000 10575450 10935450 360000 10575450 NY PA Benefit 976146 976146 36700 36700 7500 38046 Alumni Council 78500 78500 13500 3 43737 43737 36464 1098383 1054646 43737 36700 36700 7500 88010 168910 -125173 true FINANCIAL AID 272 11461222 SCHEDULE I, PART I, LINE 2 HORACE MANN SCHOOL MAKES EVERY EFFORT TO ENSURE THAT EVERY STUDENT WHO IS OFFERED ADMISSION AND WISHES TO ENROLL AND/OR CURRENTLY ATTENDS HAS THE FINANCIAL ABILITY TO DO SO. THE FINANCIAL AID COMMITTEE DETERMINES AWARDS ON THE BASIS OF DEMONSTRATED FINANCIAL NEED. GRANTS CONSIST OF FINANCIAL AID AWARDED TO 272 STUDENTS IN AMOUNTS REPRESENTING PORTIONS OF ANNUAL TUITION AS DETERMINED BY THE ADMINISTRATION OF THE SCHOOL. THE MAJORITY OF RECIPIENTS HAVE NO RELATIONSHIP TO THE SCHOOL OTHER THAN THEIR STATUS AS STUDENTS; A SMALL NUMBER OF ENROLLED CHILDREN OF EMPLOYEES ALSO APPLY FOR AND ARE FOUND ELIGIBLE FOR NEED BASED FINANCIAL AID BEYOND THE EMPLOYEE PERQUISITE. THE AMOUNTS ARE BASED ON THE SCHOOL'S INTERNAL CALCULATIONS AND ADJUSTMENTS OF THE SCHOOL AND STUDENT SERVICES METHODOLOGY BUILT AND MAINTAINED BY NAIS. X X true true X X X X X X true true false false false false false true false Thomas Kelly Head of School 943700 100000 34774 194667 1273141 Edward L Sinclair Jr Chief Financial Officer 515658 10000 1130 28000 41673 596461 Canh Oxelson Exec. Dir. College Counseling 348711 10000 190 28000 55432 442333 Deena Neuwirth Head of Lower Division 264275 20000 890 28000 83163 396328 Jessica Levenstein Head of Upper Division 269909 20000 890 27315 76068 394182 Lisa Moreira Dir. of Inst. Research & Enrol 249670 4500 805 25438 96830 377243 Melissa Parento Director of Development 244725 8000 840 26417 68163 348145 Gordon Jensen Director of Facilities 284758 18000 12263 28000 4065 347086 Adam Kenner Director of Technology 247329 4000 850 26747 51863 330789 Glenn Sherratt Director of John Dorr 272925 5000 720 22488 20292 321425 Robin Ingram Assoc. Dir. of Admissions 266667 3500 760 26226 16947 314100 Marcia Levy Head of Nursery Division 166846 25000 72191 17187 23796 305020 Robert Annunziata Dir. of Athletics & Summer Pgm 233681 5000 740 24495 33607 297523 Daniel Rothstein Upper Div. Dir. of Counseling 197686 4500 705 22204 57127 282222 Judy Lynch Director of Human Resources 218630 5500 685 21747 27625 274187 Michael McCaw Dir. of Public Safety 194548 25000 15181 19703 18147 272579 Susan Delanty Science Teacher 195760 2500 635 20587 41589 261071 Marines Arroyo Head of Nursery Division 187590 3500 410 19912 42333 253745 Patricia Zuroski Director of ICIE 112443 75000 21158 11754 13309 233664 Deborah Stanford English Teacher 225586 225586 Javaid Khan Head of Middle Division 130171 19912 20921 171004 SCHEDULE J, PART I, LINE 1A THE HOUSING ALLOWANCE IS PROVIDED TO THOMAS KELLY, HEAD OF SCHOOL AND LISA MOREIRA, DIRECTOR OF INSTITUTIONAL RESEARCH & ENROLLMENT MANAGEMENT. HOUSING IS PROVIDED ON CAMPUS AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER PURSUANT TO CONTRACTUAL PROVISION AND IS NONTAXABLE. SOCIAL CLUB DUES ARE NON-TAXABLE BY VIRTUE OF BEING A WORKING CONDITION FRINGE UNDER IRC SECTION 132. SCHEDULE J, PART I, LINE 4A: DEBORAH STANFORD RECEIVED A SEVERANCE OF $225,586. SCHEDULE J, PART I, LINE 4B: Thomas Kelly participated in a 457(f) plan and accrued $166,667 during calendar year 2019. SCHEDULE J, PART I, LINE 7: THE HEAD OF SCHOOL'S BONUS WAS APPROVED BY THE BOARD CHAIR BASED ON PERFORMANCE. THE OTHER EMPLOYEES' BONUSES WERE APPROVED BY THE HEAD OF SCHOOL BASED ON PERFORMANCE. A BUILD NYC RESOURCE CORPORATION 454040561 12008EFC5 2014-11-13 38213326 PREVIOUSLY REFUND PRIOR ISSUE false true false A 15285142 0 38213326 0 0 0 764267 0 0 0 189319 0 2014 true false true true A false false false false 0.00000 0.00000 0.00000 false false false true A false false false true false false 0 false 0 false true A true Part IV, Line 2C The Rebate Computation was performed on 11/13/2019. X 10 595274 SELLING PRICE X AUCTION ITEMS 267 189200 FMV false true false SCHEDULE M, PART I, COLUMN (B) THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 3 During March 2020, THE SCHOOL Transitioned to online classes as a result of covid-19. FORM 990, PART VI, SECTION B, LINE 11B THE ENTIRE FORM 990 WAS REVIEWED BY THE CFO. THE FORM 990 WITH THE EXCEPTION OF SCHEDULE B (SCHEDULE OF CONTRIBUTIONS) WAS REVIEWED BY THE AUDIT COMMITTEE. A COPY OF THE FINAL 990 WITHOUT SCHEDULE B WAS ALSO PROVIDED TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ASSISTANT TO THE HEAD OF SCHOOL, IN CONJUNCTION WITH THE AUDIT COMMITTEE, ANNUALLY OBTAINS COPIES OF ALL OF THE SIGNED CONFLICT OF INTEREST POLICIES. IN ADDITION TO THE VOTING BOARD MEMBERS, CONFLICT OF INTEREST AND CONFIDENTIALITY STATEMENTS ARE ALSO ANNUALLY SIGNED BY MEMBERS OF THE ADMINISTRATIVE COUNCIL WHO ARE KEY EMPLOYEES. IF AT ANY TIME DURING HIS OR HER TERM OF SERVICE, A TRUSTEE OR AN OFFICER HAS ANY INTEREST WHICH MAY POSE A CONFLICT OF INTEREST, HE OR SHE SHALL PROMPTLY DISCLOSE THE MATERIAL FACTS OF THAT INTEREST IN WRITING TO THE CHAIR OF THE BOARD AND CHAIR OF THE AUDIT COMMITTEE OF THE BOARD. WHEN ANY MATTER IN WHICH A TRUSTEE OR AN OFFICER HAS AN INTEREST COMES BEFORE THE BOARD OR ANY COMMITTEE OF THE BOARD FOR DECISION OR APPROVAL, THAT INTEREST SHALL BE IMMEDIATELY DISCLOSED TO THE BOARD OR THE COMMITTEE BY THAT TRUSTEE OR OFFICER, AND THE TRUSTEE OR OFFICER SHALL RECUSE HIMSELF/HERSELF FROM ANY DISCUSSION AND/OR VOTE RELATING THERETO. FORM 990, PART VI, SECTION B, LINE 15A DURING THE ANNUAL BUDGET PROCESS, THE EXECUTIVE COMMITTEE ACTING AS THE COMPENSATION COMMITTEE, REVIEWS RELEVANT COMPARABLE COMPENSATION DATA AND FORMALLY MEETS AND APPROVES RECOMMENDED COMPENSATION FOR THE HEAD OF SCHOOL. THEY DOCUMENT THIS REVIEW CONTEMPORANEOUSLY. THIS PROCESS WAS PERFORMED IN MAY 2019 FOR FISCAL-YEAR 2020 AND SUBSEQUENTLY THE PROCESS WAS PERFORMED IN MAY 2020 FOR FISCAL-YEAR 2021. Additionally, In May 2019, the school hired an outside consultant to help determine the amount of the Head of School's 457(F) Plan that became effective July 1, 2019. FORM 990, PART VI, SECTION B, LINE 15B DURING THE ANNUAL BUDGET PROCESS, THE EXECUTIVE COMMITTEE ACTING AS THE COMPENSATION COMMITTEE, REVIEWS RELEVANT COMPARABLE COMPENSATION DATA AND FORMALLY MEETS AND APPROVES RECOMMENDED COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THEY DOCUMENT THIS REVIEW CONTEMPORANEOUSLY. THIS PROCESS WAS PERFORMED IN MAY 2019 FOR FISCAL-YEAR 2020 AND SUBSEQUENTLY THE PROCESS WAS PERFORMED IN MAY 2020 FOR FISCAL-YEAR 2021. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE SCHOOL'S WEBSITE. THE FINANCIAL STATEMENTS ARE POSTED ON EMMA. FORM 990, PART XI, LINE 9 POSTRETIREMENT BENEFIT ADJUSTMENT: -$3,146,187 Postretirement interest cost: -1,383,654 JOHN DORR NATURE LAB OF HORACE MANN SCH 231 W 246TH STREET BRONX NY 10471 066085965 HOLDING CO NY 501(C)(3) PF NA false false false false false false false false false false false false false false false false false false false false