2020-07-01T16:06:41-05:00 2019-06-30 BKD LLP 1155 Avenue of the Americas 1200 New York NY 10036 990 2018-07-01 131740455 Horace Mann School % DAVID ROBERTS COMPTROLLER HORA 7184323400 231 WEST 246TH STREET BRONX NY 10471 THOMAS KELLY HEAD OF SCHOOL 7184323420 2019-11-15 true Aaron Shapiro P01333816 2128674000 167.68.126.162 26511920201835000000 2020-07-01 P 8BAB167CC20738F3D1E6B133BEB8A02CA90C437F 8BAB167CC20738F3D1E6B133BEB8A02CA90C437F 2018 2020-09-23 17:36:50Z THOMAS KELLY 231 WEST 246TH STREET BRONX NY 10471 146092517 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. 35 35 621 620 0 0 26157569 22336517 90603293 94152617 226119 14064131 300620 388179 117287601 130941444 10348485 11387707 0 0 58682226 63163876 0 432000 3388131 28101006 32062548 97131717 107046131 20155884 23895313 412043161 413821196 177800804 169377646 234242357 244443550 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 false 93889756 11387707 94152617 HORACE MANN SCHOOL IS AN EDUCATIONAL INSTITUTION CONDUCTING PROGRAMs AT THE NURSERY, ELEMENTARY, MIDDLE AND HIGH SCHOOL LEVELS. THE STUDENT BODY CONSISTS OF 1,786 STUDENTS. 93889756 true true false false false false true 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 160 0 621 true false false false false false true true false false false false true false X 35 35 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 Michael D Colacino Chairman 8.0 0.0 X X 0 0 0 Matthew Mark Vice-Chair 8.0 0.0 X X 0 0 0 Carolyn Okin 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 Laurence Grafstein Trustee 8.0 0.0 X 0 0 0 Lawrence Otis Graham Trustee 8.0 0.0 X 0 0 0 Michael Heller Trustee 8.0 0.0 X 0 0 0 Bonnie Jonas Trustee 8.0 0.0 X 0 0 0 Howard P Kagan 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 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 Grace Peak 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 Thomas Kelly Head of School 60.0 0.0 X 1113350 0 27500 Edward L Sinclair Jr Chief Financial Officer 50.0 0.0 X 603056 0 66340 Canh Oxelson Dir. of College Counseling 40.0 0.0 X 349042 0 73189 Gordon Jensen Director of Facilities 40.0 0.0 X 304977 0 31208 Glenn Sherratt Director of John Dorr 40.0 0.0 X 281756 0 40495 Deena Neuwirth Head of Lower Division 40.0 0.0 X 259645 0 106614 Robin Ingram Head of Middle Division 40.0 0.0 X 257469 0 41214 Jessica Levenstein Haed of Upper Division 40.0 0.0 X 255465 0 98877 Marcia Levy Head of Nursery Division 40.0 0.0 X 242009 0 56326 Adam Kenner Director of Technology 40.0 0.0 X 240568 0 73798 Lisa Moreira Dir. of Inst. Research & enrol 40.0 0.0 X 239123 0 123420 Robert Annunziata Dir. of Athletics & Summer pgm 40.0 0.0 X 237833 0 55542 Melissa Parento Director of Development 40.0 0.0 X 228894 0 89535 Elizabeth Pili Dir. of College Counseling 40.0 0.0 X 248893 0 41887 Judy Lynch Director of Human Resources 40.0 0.0 X 214764 0 45973 Deborah Stanford English Teacher (through 8/18) 40.0 0.0 X 202889 0 24958 Susan Delanty Upper Div. Dean of Students 40.0 0.0 X 197139 0 83130 Daniel Rothstein Upper Div. Dir. of Counseling 40.0 0.0 X 193303 0 74669 5670175 0 1154675 176 false true false HUNTER ROBERTS CONSTRUCTION GROUP 55 WATER STREET NEW YORK NY 10041 CONSTRUCTION 26083154 FLIK INTERNATIONAL CORP PO BOX 417632 BOSTON MA 02241 FOOD SERVICE 4746595 LUCADAMO SONS INC 215 SOUTH THIRTEENTH AVE MT VERNON NY 10550 GENERAL CONTRACTOR 2097820 ACCENT MAINTENANCE 151 DIXON AVE AMITYVILLE NY 11701 CLEANING SERVICE 1142384 TRIAD SECURITY SYSTEMS 971 LEHIGH AVE UNION NJ 07083 SECURITY SERVICE 930089 30 891992 1204391 20240134 1232880 22336517 TUITION 611110 91138997 91138997 FACILITY IMPR./OTHER FEES 611110 2456610 2456610 SUMMER & OTHER PROGRAMS 611110 256016 256016 AUXILIARY REVENUES 611110 300994 300994 94152617 1935244 1935244 0 0 0 0 0 26963687 14834800 12128887 12128887 12128887 264786 891992 316273 -51487 -51487 0 0 0 0 0 0 OTHER 900099 439666 439666 439666 130941444 94152617 14452310 0 11387707 11387707 0 0 5630321 3975534 1263135 391652 0 42698735 40203852 1685922 808961 3234658 3029464 148549 56645 8456904 7874216 439857 142831 3143258 2884680 185256 73322 0 687477 687477 86700 86700 0 432000 432000 102594 102594 1991353 1475790 248733 266830 0 4125671 1920273 1799650 405748 1464243 1464243 0 4314859 3911761 366453 36645 444604 444604 0 264461 245338 2552 16571 2161956 2161956 0 7790325 7322906 389516 77903 600777 600777 FOOD SERVICE 2532749 2532749 JOHN DORR NATURE LAB 984597 984597 ATHLETICS AND CLUBS 771832 771832 OTHER 3738350 1298254 1761073 679023 107046131 93889756 9768244 3388131 87898 385518 59490010 34238464 21663672 20456052 482422 385292 0 0 0 0 0 0 170065 81045 1063071 1071216 268840793 71028852 174164696 197811941 95865364 125192943 59055963 34198725 0 0 0 0 0 0 412043161 413821196 21284559 8355436 0 0 52291304 54086328 26784742 24898399 0 0 0 0 0 0 40213661 40283528 37226538 41753955 177800804 169377646 X 180367633 210829356 28529636 8160717 25345088 25453477 234242357 244443550 412043161 413821196 X 23895313 -8869280 -4824840 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 67.00 1 false 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 25106177 603754 433279 581885 264335 25296990 0.89310 0.10690 false false 8538221 8538221 238762033 64155920 174606113 17037107 3847449 13189658 4503432 3025483 1477949 197811941 ALTERNATIVE INVESTMENTS 34198725 F 34198725 0 ACCRUED POSTRETIREMENT BENEFITS 31866191 ACCRUED RETIREMENT BONUSES 7397814 BOND ISSUANCE PREMIUM 1874381 OTHER 615569 41753955 110581863 -8869280 -8869280 119451143 102594 11387707 11490301 130941444 95555830 95555830 102594 11387707 11490301 107046131 SCHEDULE D, PART II, LINE 9 HORACE MANN SCHOOL CARRIES THE VALUE ON THE STATEMENT OF FINANCIAL POSITION AT THE APPRAISED VALUE AT THE DATE OF GIFT NET OF EASEMENT. 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: $11,387,707 SCHEDULE D, PART XII, LINE 4B FINANCIAL AID: $11,387,707 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 IT RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER ADS. SCHEDULE E, PART I, LINE 6A THE ORGANIZATION RECEIVES NEW YORK STATE NON-PUBLIC-SCHOOL AID. false CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 34198725 34198725 34198725 false false true false false false X X X X X X true CCS FUNDRAISING CAMPAIGN manAgement false 13790225 432000 13358225 13790225 432000 13358225 NY PA BENEFIT 895573 729523 166050 95024 95023 32110 28110 ALUMNI COUNCIL 179696 162469 17227 5963 5962 1647 3 81509 81509 52434 1156778 891992 264786 100987 100985 32110 82191 316273 -51487 true FINANCIAL AID 265 11387707 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 APPROXIMATELY 260 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 true false false false false false false true false Thomas Kelly Head of School 808275 194700 110375 27500 1140850 Edward L Sinclair Jr Chief Financial Officer 486228 8500 108328 27500 38840 669396 Canh Oxelson Dir. of College Counseling 341064 6967 1011 27500 45689 422231 Gordon Jensen Director of Facilities 281128 12244 11605 27143 4065 336185 Glenn Sherratt Director of John Dorr 265317 15755 684 21644 18851 322251 Deena Neuwirth Head of Lower Division 253017 5775 853 26925 79689 366259 Robin Ingram Head of Middle Division 252449 4217 803 25419 15795 298683 Jessica Levenstein Haed of Upper Division 248251 6400 814 25758 73119 354342 Marcia Levy Head of Nursery Division 230523 10717 769 24338 31988 298335 Adam Kenner Director of Technology 235042 4717 809 25459 48339 314366 Lisa Moreira Dir. of Inst. Research & enrol 233329 5039 755 23901 99519 362543 Robert Annunziata Dir. of Athletics & Summer pgm 227948 9182 703 24062 31480 293375 Melissa Parento Director of Development 222412 5717 765 24196 65339 318429 Elizabeth Pili Dir. of College Counseling 241917 6217 759 24025 17862 290780 Judy Lynch Director of Human Resources 192150 6210 16404 19633 26340 260737 Deborah Stanford English Teacher (through 8/18) 96214 66397 40278 8853 16105 227847 Susan Delanty Upper Div. Dean of Students 194309 2210 620 20441 62689 280269 Daniel Rothstein Upper Div. Dir. of Counseling 189675 2960 668 21150 53519 267972 SCHEDULE J, PART I, LINE 1A THE HOUSING ALLOWANCE IS PROVIDED TO THOMAS KELLY, HEAD OF SCHOOL AND LISA MOREIRA, DIRECTOR OF ADMISSIONS. 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 $40,000. 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 1805000 0 38213326 0 0 0 764267 0 0 0 189319 0 true false true true A false false false false 0 false false false true A false false false true false false 0 false 0 false true A true X 17 1013905 SELLING PRICE X AUCTION ITEMS 261 218975 FMV false true true SCHEDULE M, PART I, COLUMN (B) THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, LINE 32B CONTRIBUTIONS RECEIVED AS SECURITIES ARE SOLD IMMEDIATELY BY A BROKER. 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 CFO, 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 OFFICERS AND KEY EMPLOYEES. THEY DOCUMENT THIS REVIEW CONTEMPORANEOUSLY. THIS PROCESS WAS PERFORMED IN MAY 2018 FOR FISCAL-YEAR 2019 and subsequently the process was performed in May 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 2018 FOR FISCAL-YEAR 2019 and subsequently the process was performed in May 2019. 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 Bad Debt Loss: $387,867 POSTRETIREMENT BENEFIT ADJUSTMENT: $4,436,973 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