2020-06-19T10:56:47-05:00 2019-06-30 EISNERAMPER LLP 750 THIRD AVENUE NEW YORK NY 100172703 990 2018-07-01 131634966 COLLEGIATE SCHOOL INC % M MARGARET JADIN COLL 2128128500 301 FREEDOM PLACE SOUTH NEW YORK NY 10069 MARGARET JADIN DIRECTOR OF FINANCE 2128128562 2020-06-18 true CANDICE METH P01306891 2129498700 64.238.150.4 26505220201715000008 2020-06-19 P 8B157416A116837EC6BFC69048563AD0574ECD35 8B157416A116837EC6BFC69048563AD0574ECD35 2018 2021-01-29 14:40:06Z LEE LEVISON 301 FREEDOM PLACE SOUTH NEW YORK NY 10069 55907909 false X www.collegiateschool.org X 1940 NY Collegiate School strives to educate each boy to reach his highest level of intellectual, ethical, artistic and physical development. 25 24 261 123 -198 -448 16175423 5486278 34073432 35806538 4130770 6549651 48050 74497 54427675 47916964 4343508 4547329 0 0 26644349 26430404 0 0 1892853 16265298 17377161 47253155 48354894 7174520 -437930 348005202 341516369 66245306 63584851 281759896 277931518 X WE BELIEVE THAT WE ARE AT OUR BEST WHEN ALL MEMBERS OF THE SCHOOL COMMUNITY CONDUCT THEMSELVES WITH RESPECT, KINDNESS, AND INTEGRITY. WE BELIEVE THAT THE TRADITIONS AND VALUES OF THIS OLD BUT NOT OLD FASHIONED SCHOOL CAN INSPIRE BOYS TO DEVELOP THEIR INDIVIDUAL CAPACITIES FOR PERSONAL AND ACADEMIC EXCELLENCE. WE BELIEVE THAT BOYS LEARN BEST WHEN THEY ARE MEMBERS OF A DIVERSE AND JUST COMMUNITY THAT FOSTERS PURPOSEFUL AND SPIRITED ENGAGEMENT, INQUIRY, AND COLLABORATION IN ACADEMICS, ATHLETICS, AND THE ARTS. WE BELIEVE THAT A LIBERAL ARTS EDUCATION COMMITTED TO DILIGENT AND DISCERNING SCHOLARSHIP PREPARES STUDENTS TO BE CITIZENS WHO ACT WITH CONSCIENCE, COURAGE, AND COMPASSION. false false 38164428 4547329 35806538 THE SCHOOL PROVIDES EDUCATIONAL SERVICES TO BOYS IN GRADES K-12 TO PREPARE THEM FOR COLLEGES AND UNIVERSITIES AND THE PURSUITS OF LIFE, COMBINING RIGOROUS ACADEMIC PREPARATION WITH A CONSISTENT COMMITMENT TO ENCOURAGEMENT OF AND SUPPORT FOR ALL IN OUR COMMUNITY. THE SCHOOL'S ETHOS OF GENEROSITY AND RESPECT UNDERSCORES THE IMPORTANCE OF SUSTAINED RELATIONSHIPS. 38164428 true true false false false false false false false true true true false false false true false true true false true false false false true false false false true true true false false false false false false false false false false true false false false true false false false false true X 61 0 true 261 true true true false false false false true true false false false false false false X 25 24 false false false false true true false true true false false true true true true true true true true false NY X M MARGARET JADIN 2128128562 301 FREEDOM PLACE SOUTH NEW YORK NY 10069 JONATHAN K YOUNGWOOD PRESIDENT 2.0 0.0 X X 0 0 0 JOSEPHINE LINDEN VICE PRESIDENT 2.0 0.0 X X 0 0 0 JUDITH O RUBIN VICE PRESIDENT 2.0 0.0 X X 0 0 0 DAVIS TERRY TREASURER 2.0 0.0 X X 0 0 0 KATHRYN QUADRACCI FLORES SECRETARY 2.0 0.0 X X 0 0 0 JULIAN BAKER TRUSTEE 2.0 0.0 X 0 0 0 DAVID BARBER TRUSTEE 2.0 0.0 X 0 0 0 ETHAN BERMAN TRUSTEE 2.0 0.0 X 0 0 0 MICHAEL BOS TRUSTEE 2.0 0.0 X 26226 0 0 NICK BROWN TRUSTEE 2.0 0.0 X 0 0 0 SUZI COHEN TRUSTEE 2.0 0.0 X 0 0 0 KARIN DEMASI TRUSTEE 2.0 0.0 X 0 0 0 ALEXANDER EVANS TRUSTEE 2.0 0.0 X 0 0 0 THIERRY HO TRUSTEE 2.0 0.0 X 0 0 0 ANDREW HOINE TRUSTEE 2.0 0.0 X 0 0 0 JOHN KOSNER TRUSTEE 2.0 0.0 X 0 0 0 REGINA LASKO TRUSTEE 2.0 0.0 X 0 0 0 JAMAAL LESANE TRUSTEE 2.0 0.0 X 0 0 0 CIA BUCKLEY MARAKOVITS TRUSTEE 2.0 0.0 X 0 0 0 KENNETH A MCCLANE JR TRUSTEE 2.0 0.0 X 0 0 0 ANNA QUINDLEN TRUSTEE 2.0 0.0 X 0 0 0 TIMOTHY RATTRAY TRUSTEE 2.0 0.0 X 0 0 0 JAMES D SOLOMON TRUSTEE 2.0 0.0 X 0 0 0 JOHN VAUGHN TRUSTEE 2.0 0.0 X 0 0 0 ROCHELLE YU TRUSTEE 2.0 0.0 X 0 0 0 LEE LEVISON HEADMASTER 40.0 0.0 X 871014 0 155161 M MARGARET JADIN DIRECTOR OF FINANCE 40.0 0.0 X 490696 0 75258 BETH ELLEN TASHLIK HEAD OF LOWER SCHOOL 40.0 0.0 X 267832 0 49324 CHRISTOPHER TORINO DEAN OF FACULTY 40.0 0.0 X 265876 0 57675 HEATHER TRUSCINSKI DIRECTOR OF DEVELOPMENT 40.0 0.0 X 246720 0 53025 JOSHUA MANDEL DIRECTOR OF PSYCH SERVICES 40.0 0.0 X 239942 0 29533 JOANNE HEYMAN DIR OF ADMISSIONS & FIN AID 40.0 0.0 X 238327 0 43441 2646633 0 463417 89 false true false STUDIOS ARCHITECTURE DCPC 1625 M STREET NW WASHINGTON DC 20036 ARCHITECTURE FIRM 270803 EISNERAMPER LLP 750 THIRD AVENUE NEW YORK NY 10017 AUDIT FIRM 119318 MORVILLO ABRAMOWITZ GRAND IASON AND 565 FITH AVENUE NEW YORK NY 10017 LAW FIRM 112264 JAS CONSULTING 17 AVON PLACE YONKERS NY 10701 FURNITURE CONSULTANT 111096 KOHN PEDERSEN FOX ASSOCIATES PC 11 WEST 42ND STREET NEW YORK NY 10036 ARCHITECTURE FIRM 110000 7 400979 630228 4455071 571205 5486278 TUITION & FEES 611710 34292406 34292406 SPECIAL PROGRAMS 611710 1514132 1514132 35806538 1163709 -198 1163907 0 0 0 0 0 13264605 7878663 5385942 5385942 5385942 112282 400979 112282 0 0 0 0 0 0 MISCELLANEOUS INCOME 611710 74497 74497 74497 47916964 35881035 -198 6549849 0 4547329 4547329 0 0 1600801 26187 1574614 0 19239085 16632854 1716826 889405 1197601 972657 143698 81246 2987231 2434496 384799 167936 1405686 1189956 137817 77913 0 541753 541753 100422 100422 0 0 503845 503845 1297386 1182284 80486 34616 0 2680030 2061279 297370 321381 299604 211922 87682 0 383217 327497 52344 3376 741272 721087 11173 9012 0 0 2096286 2096286 0 5839603 5664415 116792 58396 293497 293497 BOOKS AND OTHER ACADEMIC EXP 922121 922121 FOOD SERVICES 1134704 1134704 MISCELLANEOUS EXPENSE 543421 135640 158209 249572 48354894 38164428 8297613 1892853 16476 8102620 16965270 9471691 14971924 11637696 122177 777783 0 0 0 0 0 0 0 0 2095878 1709293 246519650 9173625 240522050 237346025 42667522 37520554 30643905 34950707 0 0 0 0 0 0 348005202 341516369 6608207 5397573 0 0 6424675 6935271 39285179 39324762 0 0 0 0 13927245 11927245 0 0 0 0 66245306 63584851 X 240693006 240302051 19787949 15983599 21278941 21645868 281759896 277931518 348005202 341516369 -437930 -3390448 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24195101 366927 979400 1176587 24364841 23250778 309604 1730643 1095924 24195101 20813342 573732 2991901 1128197 23250778 23148303 108917 -1343078 1100800 20813342 23650819 644993 -85500 1062009 23148303 0.00000 0.88840 0.11160 false false 75000000 73125000 165934631 6407062 159527569 5585019 891563 4693456 0 0 237346025 HEDGE FUNDS 30116973 F PRIVATE EQUITY FUNDS 28951 F MUTUAL FUNDS 4804783 F 34950707 0 0 X 39587624 -3390448 112282 -3278166 42865790 503845 4547329 5051174 47916964 43416002 112282 112282 43303720 503845 4547329 5051174 48354894 SCHEDULE D, PART V, LINE 4, USE OF ENDOWMENT FUNDS: COLLEGIATE'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, CONSISTING OF DONOR RESTRICTED FUNDS. THE PURPOSES OF THESE FUNDS INCLUDE SCHOLARSHIPS, FACULTY SUPPORT, AS WELL AS FACILITY MAINTENANCE. SCHEDULE D, PART X, LINE 2, INCOME TAX UNCERTAINTIES: Collegiate 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 Collegiate is subject to unrelated business income taxes on its investment income, due to its general tax-exempt status, management believes ASC Topic 740 has not had, and is not expected to have, a material impact on Collegiate's consolidated financial statements. SCHEDULE D, PARTS XI AND XII, LINE 2D: SPECIAL EVENT EXPENSE OF $112,282. SCHEDULE D, PARTS XI AND XII, LINE 4B: FINANCIAL AID OFFSET AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS $4,547,329. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3: COLLEGIATE MAKES AVAILABLE AT REGISTRATION AND THROUGHOUT THE YEAR ALL POLICIES HELD BY THE FACULTY AND ADMINISTRATION. NO DISCRIMINATORY POLICIES ARE HELD. SCHEDULE E, PART I, LINE 6A: AID FROM NEW YORK STATE DEPARTMENT OF EDUCATION FOR MANDATED SERVICES AMOUNTED TO $388,392. AID FROM NYS COMMISSIONER OF TAXATION AND FINANCE AND DEPARTMENT OF CITY WIDE SERVICES AMOUNTED TO $179,115 AND $62,721, RESPECTIVELY. Central America and the Caribbean Investments 4620837 Europe (Including Iceland and Greenland) Investments 6897023 11517860 11517860 true false false false false false SCHEDULE F, PART I, LINE 3, COLUMN (F): AMOUNTS REPORTED ON THE ACCRUAL BASIS. SCHOLARSHIP BEN 513261 400979 112282 82500 5774 24008 0 513261 400979 112282 82500 5774 24008 112282 true STUDENT SCHOLARSHIPS 98 4547329 FMV TUITION REDUCTION SCHEDULE I, PART I, LINE 2 Collegiate requests that families applying for scholarships annually complete the Parent Financial Statement provided by Collegiate and Student Services, along with providing copies of REQUESTED FINANCIAL INFORMATION. X true true X X X X X X false true false false false false false false false LEE LEVISON HEADMASTER 871014 0 0 0 0 0 51500 0 103661 0 1026175 0 0 M MARGARET JADIN DIRECTOR OF FINANCE 490696 0 0 0 0 0 51500 0 23758 0 565954 0 0 0 BETH ELLEN TASHLIK HEAD OF LOWER SCHOOL 267832 0 0 0 0 0 30081 0 19243 0 317156 0 0 0 CHRISTOPHER TORINO DEAN OF FACULTY 265876 0 0 0 0 0 19077 0 38598 0 323551 0 0 0 HEATHER TRUSCINSKI DIRECTOR OF DEVELOPMENT 246720 0 0 0 0 0 17099 0 35926 0 299745 0 0 0 JOSHUA MANDEL DIRECTOR OF PSYCH SERVICES 239942 0 0 0 0 0 28086 0 1447 0 269475 0 0 0 JOANNE HEYMAN DIR OF ADMISSIONS & FIN AID 238327 0 0 0 0 0 27137 0 16304 0 281768 0 0 0 SCHEDULE J, PART I, LINE 4B, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: COLLEGIATE MAINTAINS A SECTION 457(B) DEFERRED-COMPENSATION PLAN FOR ITS ELIGIBLE EMPLOYEES. UNDER THE TERMS OF THE PLAN, SUCH ELIGIBLE EMPLOYEES MAY CONTRIBUTE AMOUNTS THROUGH A SALARY-REDUCTION AGREEMENT. THE EXPENSE TO COLLEGIATE FOR CALENDAR YEAR 2018 WAS APPROXIMATELY $37,000. A BUILD NYC RESOURCE CORPORATION 454040561 2016-06-30 40000000 COLLEGIATE SCHOOL, INC. PROJECT false false false A 0 0 40000000 0 0 0 0 658246 0 39205942 135812 0 false false false true A true false false false false false 0 false false false true A false false false false false false 0 false false false 0 false true A true X 64 571205 FMV false true true SCHEDULE M, PART I, LINE 32 A: THE BROKERS HIRED BY COLLEGIATE SELL THE DONATED STOCKS UPON RECEIPT, AFTER THE APPROVAL OF THE DIRECTOR OF FINANCE. FORM 990, PART V, LINE 3B: IN ORDER TO REPORT THE NET OPERATING LOSSES, COLLEGIATE FILED ITS FORM 990T AND INCLUDED THE CURRENT YEAR'S LOSS INCURRED FROM UNRELATED BUSINESS ACTIVITY STEMMING FROM ITS INVESTMENTS, AS REPORTED ON COLLEGIATE'S K-1'S. FORM 990, PART VI, LINE 1B AND PART VII, LINE 22: MR. BOS, A TRUSTEE, IS ALSO A RELIGION TEACHER AT COLLEGIATE. HE WAS COMPENSATED FOR HIS SERVICES AS A FACULTY MEMBER AND NOT AS A MEMBER OF THE BOARD. FORM 990, PART VI, LINE 6 AND 7A: MEMBERS OR STOCKHOLDERS OF THE CORPORATION: THE MEMBERS OF THE CORPORATION SHALL BE THOSE PERSONS FROM TIME TO TIME CONSTITUTING ITS BOARD OF TRUSTEES. THE VOTE AND ACTS OF THE TRUSTEES SHALL CONSTITUTE THE VOTE AND ACTS OF THE MEMBERS OF THE CORPORATION FOR ALL PURPOSES IN WHICH ACTION BY MEMBERS (AS DISTINGUISHED FROM ACTION BY THE BOARD OF TRUSTEES), IS REQUIRED OR PERMITTED BY LAW. FORM 990, PART VI, LINE 11B: A DRAFT COPY OF THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. A FINAL COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, LINE 12C: TRUSTEES AND PROFESSIONAL STAFF ARE REQUIRED TO ATTEST ANNUALLY TO THEIR FAMILIARITY WITH COLLEGIATE'S POLICIES AND PROVIDE INFORMATION CONCERNING ANY POSSIBLE CONFLICT-OF-INTEREST. FORM 990, PART VI, LINE 15: THE BOARD OF TRUSTEES ENGAGES A CONSULTANT TO GATHER INFORMATION ON HEADMASTER AND DIRECTOR OF FINANCE COMPENSATION PACKAGES FROM LOCAL AND NATIONAL PEER SCHOOLS. THE CONSULTANT ASSISTS THE PRESIDENT OF THE BOARD OF TRUSTEES, THE TREASURER, AND ONE OR MORE INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE IN SETTING COMPENSATION FOR THE HEADMASTER AND DIRECTOR OF FINANCE. FORM 990, PART VI, LINE 19: INSPECTION OF CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 8868: APPLICATION OF TIME TO FILE FOR AN EXEMPT ORGANIZATION WAS ELECTRONICALLY FILED. 301 FREEDOM PLACE SOUTH LLC 301 FREEDOM PLACE SOUTH NEW YORK NY 10069 474497941 REAL ESTATE NY 348281 109236771 COLLEGIATE