2020-11-16T09:17:43-06:00 2020-06-30 BKD LLP 1155 Avenue of the Americas 1200 New York NY 10036 990 2019-07-01 455288724 ST LUKE'S SCHOOL % BIRGITTA HANAN STLU 2129245960 487 HUDSON STREET NEW YOIRK NY 10014 W BALDWIN HEAD OF SCHOOL 2129245960 2020-11-15 true Aaron Shapiro P01333816 2128674000 167.68.126.162 26511920203215000003 2020-11-16 P C02D9AEAC4A4A1FA5C28443B451521A5870C69F1 6927E4E9F232153265D3FA1A0E91BD27400592A8 2019 2021-01-29 14:40:06Z W BARTON BALDWIN 487 HUDSON STREET NEW YORK NY 10014 20215051 false X WWW.STLUKESCHOOL.ORG X 2012 NY A COEDUCATIONAL EPISCOPAL DAY SCHOOL, PRESCHOOL THROUGH EIGHTH GRADE, FOR STUDENTS OF ALL FAITHS. 22 20 118 350 0 0 3650125 2303197 15579408 16558042 189973 212622 -9128 3382 19410378 19077243 2396275 2582315 0 0 8748768 9332633 0 0 340308 6061592 6216487 17206635 18131435 2203743 945808 44656829 47985159 19719699 22085011 24937130 25900148 X OUR MISSION SERVES CHILDREN: WE IGNITE CURIOSITY FOR THE WORLD AND FOR LEARNING. WE INSTILL CONFIDENCE TO ADVOCATE FOR THEMSELVES AND OTHERS. WE INSPIRE COURAGE TO LEAD IN SERVICE TO OUR COMMUNITY, WORLD, AND FUTURE. OUR COMMUNITY OFFERS EACH MEMBER A WELCOME PLACE TO UNITE KNOWLEDGE WITH GOODNESS. A PLACE IN THE CLASSROOM: OUR RICH AND RIGOROUS CURRICULUM DEVELOPS CONFIDENT LEARNERS WHO ARE BOTH INDEPENDENT AND COLLABORATIVE. WE CREATE A SAFE ENVIRONMENT FOR INTELLECTUAL DISCOURSE THROUGH WHICH STUDENTS LEARN TO TRUST THEIR MINDS, FIND THEIR VOICES, AND PURSUE THEIR AMBITIONS. A PLACE AT THE TABLE: WE INTENTIONALLY EMBRACE DIVERSITY, INCLUSION, AND EQUITY - EVERY PERSON HAS A PLACE AT THE TABLE AND EVERY VOICE IS VALUED. THROUGH OUR EPISCOPALIAN TRADITIONS, WE WELCOME PEOPLE OF ALL FAITHS AND BELIEFS INTO A COMMUNITY WHERE GOD AND HUMAN SPIRITUALITY ARE CONTEMPLATED IN THE DEVELOPMENT OF THE WHOLE SELF. A PLACE IN THE WORLD: OUR ETHICAL UNDERPINNING GUIDES OUR CHILDREN IN NURTURING TH false false 14130413 2582315 16558042 THE SCHOOL PROVIDED A CONTINUOUS EDUCATION PROGRAM FOR BOYS AND GIRLS FROM PRESCHOOL THROUGH EIGHTH GRADE. THE SCHOOL PROVIDED EDUCATION TO 325 STUDENTS IN THE CURRENT SCHOOL YEAR. 14130413 true true false false false false false false false true true false false false true false true false true false false false false false true false false false true true false false false false false false false false true false false false false false false false false true 48 0 118 true false false false false false true true false false false false false false X 22 20 false false false false false false false true true false false true true true true true false true false false X BIRGITTA HANAN 2129245960 487 HUDSON ST NEW YORK CITY NY 10014 X W BARTON BALDWIN HEAD OF SCHOOL/TRUSTEE 40.0 0.0 X X 407015 0 57910 BIRGITTA HANAN CFO/COO 40.0 0.0 X 243460 0 38885 SUSAN HARRIOT DIR OF ADMISSIONS & ENROLlment 40.0 0.0 X 150343 0 74473 LAUREN MAZZARI UPPER SCHOOL HEAD 40.0 0.0 X 178085 0 21339 JOSEPH WOOD DEAN OF STDNT LIFE & ATHLETICS 40.0 0.0 X 122457 0 72632 JOCELYN BOWMAN DIRECTOR OF ADVANCEMENT 40.0 0.0 X 151566 0 24787 CLINTON RATACZAK DIRECTOR OF DEVELOPMENT 40.0 0.0 X 147004 0 28945 DAVID RECHT TRUSTEE/TEACHER 40.0 0.0 X 93782 0 28774 HOLLY FOGEL CHAIR 1.0 0.0 X X 0 0 0 JENNIFER ANIKST VICE CHAIR 1.0 0.0 X X 0 0 0 PAUL SMITH SECRETARY 1.0 0.0 X X 0 0 0 RICHARD D'ALBERT TRUSTEE 1.0 0.0 X 0 0 0 AIKO DECELLES TRUSTEE 1.0 0.0 X 0 0 0 ALEWA COOPER TRUSTEE 1.0 0.0 X 0 0 0 ALGESTE MARCELLUS-WILL TRUSTEE 1.0 0.0 X 0 0 0 BITA JAVADIZADE H BURN TRUSTEE 1.0 0.0 X 0 0 0 CATHERINE CORRY TRUSTEE 1.0 0.0 X 0 0 0 CHRISTINE SMITH TRUSTEE 1.0 0.0 X 0 0 0 CLAUDE DAVIES TRUSTEE 1.0 0.0 X 0 0 0 COURTNEY STERN TRUSTEE 1.0 0.0 X 0 0 0 ELLA GEORGIADES TRUSTEE 1.0 0.0 X 0 0 0 ERICA PITTERS TRUSTEE 1.0 0.0 X 0 0 0 MARK HUSSER TRUSTEE 1.0 0.0 X 0 0 0 SAVANNAH STEVENSON TRUSTEE 1.0 0.0 X 0 0 0 SUDIE ANNING TRUSTEE 1.0 0.0 X 0 0 0 THE REV CAROLINE STAC TRUSTEE 1.0 0.0 X 0 0 0 TINA JOHNSON HATTAN TRUSTEE 1.0 0.0 X 0 0 0 YELIN SONG TRUSTEE 1.0 0.0 X 0 0 0 1493712 0 347745 18 false true false JK CONSTRUCTION CO 8015 BAY PARKWAY A-31 BROOKLYN NY 11214 CONSTRUCTION 208729 MATHEWS NIELSEN LANDSCAPE ARCHITECT 120 BROADWAY SUITE 1040 NEW YORK NY 10271 ARCHITECTS 163636 2 323200 1979997 103324 2303197 STUDENT TUITION AND FEES 611110 15678291 15678291 AFTER-SCHOOL FEES 611110 469606 469606 AUXILIARY FEES 611110 410145 410145 16558042 212530 212530 0 0 0 0 0 1131282 1131190 92 92 92 10000 323200 6618 3382 3382 0 0 0 0 0 0 0 19077243 16558042 216004 0 2582315 2582315 0 0 897386 131124 766262 0 6613115 4947906 1455323 209886 394027 285863 90145 18019 909749 680024 214206 15519 518356 358507 147347 12502 0 40927 40927 32910 32910 0 0 30589 30589 208780 76671 131590 519 0 766647 496364 264521 5762 159080 61961 93482 3637 0 2905209 2825606 49679 29924 0 0 158657 95387 59222 4048 0 0 1105480 1075190 18904 11386 117698 62521 54512 665 LUNCH PROGRAM 463679 450974 7929 4776 BAD DEBT 147319 147319 MISCELLANEOUS 79512 55847 23665 18131435 14130413 3660714 340308 611111 818861 7164188 8492535 1052971 1034955 31270 21494 0 0 0 0 0 0 0 0 149749 123205 34796326 3672940 30474356 31123386 5028429 6178290 0 0 0 0 0 0 144755 192433 44656829 47985159 991122 1144239 0 0 2652479 2837938 0 0 0 0 0 0 11600000 12651400 0 0 4476098 5451434 19719699 22085011 X 20116665 21485669 4820465 4414479 24937130 25900148 44656829 47985159 945808 17210 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1683752 44225 27405 10089 1690483 1620908 120611 42086 15681 1683752 2794178 1500 64720 1234027 5463 1620908 2586479 1500 254186 28543 19444 2794178 2741170 1500 -1151 128997 26043 2586479 0.80450 0.19550 false false 34417294 3560288 30857006 185268 112652 72616 193764 193764 31123386 0 DEFERRED RENT 5451434 5451434 16481549 17210 17210 16464339 30589 2582315 2612904 19077243 15518531 15518531 30589 2582315 2612904 18131435 SCHEDULE D, PART V, LINE 4 THE SCHOOL'S ENDOWMENT CONSISTS OF FIVE INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR LIBRARY REFERENCE, SCHOLARSHIPS, BRIDGE TO THE FUTURE AND THE GENERAL ENDOWMENT FUND. SCHEDULE D, PART XI, LINE 4B Financial Aid $2,492,961 After School Financial Aid $89,354 TOTAL TO SCHEDULE D, PART XI, LINE 4B $2,582,315 Schedule D, Part XII, line 4b Financial Aid $2,492,961 After School Financial Aid $89,354 TOTAL TO SCHEDULE D, PART XII, LINE 4B $2,582,315 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 PARTICIPATES IN ISAAGNY (INDEPENDENT SCHOOLS ADMISSIONS ASSOCIATION OF GREATER NEW YORK). THIS ORGANIZATION DISCLOSES AND PUBLICIZES THE NONDISCRIMINATION POLICY FOR ALL MEMBER SCHOOLS. SCHEDULE E, PART I, LINE 6A ST. LUKE'S SCHOOL RECEIVES FUNDS FROM THE NEW YORK STATE EDUCATION DEPARTMENT AS A REIMBURSEMENT FOR COMPLYING WITH MANDATES. SPRING BENEFIT 333200 323200 10000 6618 0 333200 323200 10000 6618 6618 3382 true FINANCIAL AID 61 2492961 FMV Financial Aid AFTER SCHOOL FINANCIAL AID 31 89354 FMV Financial Aid SCHEDULE I, PART I, LINE 2 AWARDS BASED ON FINANCIAL NEED ARE DETERMINED BY ASSESSING THE TADS APPLICATION, TAX RETURN, AND RELATED FINANCIAL DOCUMENTATION. THE FINANCIAL AID COMMITTEE DETERMINES NEED BASED AWARDS. FACULTY PARENTS ARE SUBJECT TO THE PROCEDURES AND GUIDELINES OF THE PROGRAM. X X X X false false false false false false false false false W BARTON BALDWIN HEAD OF SCHOOL/TRUSTEE 406619 0 0 0 396 0 40700 0 17210 0 464925 0 BIRGITTA HANAN CFO/COO 243064 0 0 0 396 0 18802 0 20083 0 282345 0 LAUREN MAZZARI UPPER SCHOOL HEAD 177827 0 0 0 258 0 6829 0 14510 0 199424 0 SUSAN HARRIOT DIR OF ADMISSIONS & ENROLlment 150253 0 0 0 90 0 13032 0 61441 0 224816 0 JOCELYN BOWMAN DIRECTOR OF ADVANCEMENT 151506 0 0 0 60 0 11445 0 13342 0 176353 0 CLINTON RATACZAK DIRECTOR OF DEVELOPMENT 146914 0 0 0 90 0 14991 0 13954 0 175949 0 JOSEPH WOOD DEAN OF STDNT LIFE & ATHLETICS 122319 0 0 0 138 0 14307 0 58325 0 195089 0 X 4 103324 FMV false true false Schedule M, part I, column (b): The number being reported is the number of contributions. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE FINANCE COMMITTEE PRIOR TO FILING WITH THE IRS. IT IS ALSO MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES. IF A BOARD MEMBER HAS ANY QUESTIONS THEY DISCUSS IT WITH MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURES: WHENEVER ANY TRUSTEE, OFFICER, COMMITTEE MEMBER, OR EMPLOYEE OF THE SCHOOL BECOMES AWARE THAT THE SCHOOL IS CONSIDERING A TRANSACTION THAT POTENTIALLY CREATES A CONFLICT OF INTEREST, HE OR SHE IS OBLIGATED TO NOTIFY THE BOARD AND TO DISCLOSE ALL MATERIAL FACTS RELATING TO HIS OR HER INTEREST IN THE TRANSACTION. THE BOARD WILL DETERMINE IF AN ACTUAL CONFLICT OF INTEREST EXISTS AND TAKE ACTION THAT THE BOARD DEEMS APPROPRIATE. THE INTERESTED PERSON MAY NOT BE PRESENT WHEN THE BOARD MAKES ITS DETERMINATION OTHER THAN TO ANSWER QUESTIONS. IF NO CONFLICT OF INTEREST IS FOUND TO EXIST, THE MINUTES OF THE MEETINGS MUST RECORD THE BASIS OF THE BOARD'S DETERMINATION. WITHDRAWAL AND ABSTENTION: IF THE BOARD DETERMINES THAT A TRANSACTION WOULD CREATE A CONFLICT OF INTEREST, THE TRANSACTION MUST BE APPROVED IN ADVANCE BY ONLY THOSE BOARD MEMBERS WHO DO NOT HAVE A CONFLICT WITH RESPECT TO THE TRANSACTION. ANY INTERESTED PERSON THEREFORE MUST RECUSE HIM- OR HERSELF FROM CONSIDERATION OF THE TRANSACTION. HE OR SHE FURTHERMORE MAY NOT BE PRESENT DURING ANY DISCUSSION OF THE TRANSACTION OTHER THAN TO ANSWER QUESTIONS. INTERESTED PERSONS, HOWEVER, MAY BE COUNTED FOR THE PURPOSE OF DETERMINING WHETHER A QUORUM EXISTS AT THE MEETING EVEN THOUGH THEY ARE TEMPORARILY ABSENT WHILE THE TRANSACTION IS CONSIDERED. ACKNOWLEDGEMENT AND ANNUAL STATEMENTS: EACH TRUSTEE, OFFICER, MEMBER OF A COMMITTEE OF THE BOARD, AND KEY EMPLOYEE MUST SIGN ANNUALLY A STATEMENT AFFIRMING THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THIS CONFLICT OF INTEREST AND DISCLOSURE POLICY, (B) HAS READ AND UNDERSTANDS THIS POLICY, AND (C) HAS AGREED TO COMPLY WITH THIS POLICY. EACH TRUSTEE, OFFICER, MEMBER OF A COMMITTEE OF THE BOARD, AND KEY EMPLOYEES ADDITIONALLY MUST COMPLETE AND SUBMIT TO THE SECRETARY A DISCLOSURE STATEMENT NAMING THE ENTITIES CONDUCTING BUSINESS WITH THE SCHOOL IN WHICH HE, SHE, OR FAMILY MEMBER IS A DIRECTOR, TRUSTEE, OFFICER, COMMITTEE MEMBER, OR EMPLOYEE OR HAS A MATERIAL FINANCIAL INTEREST. THE SECRETARY WILL REVIEW THE INFORMATION AND PERIODICALLY DISTRIBUTE REPORTS TO ALL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, AT THE MAY EXECUTIVE COMMITTEE AND THE MAY BOARD MEETING, THE BOARD CHAIR, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES, REVIEW AND EVALUATE THE HEAD OF SCHOOL'S PERFORMANCE AGAINST A SERIES OF GOALS AND OBJECTIVES THAT WERE SET FOR THE YEAR. IN ESTABLISHING COMPENSATION LEVELS FOR THE HEAD OF SCHOOL, THE BOARD CHAIR, EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES USE PERFORMANCE AND ANNUAL COMPENSATION SURVEYS OF SIMILAR TYPES OF ORGANIZATIONS USING 990 DATA TO INFORM THEIR DECISION. MINUTES OF THE MEETING(S) ARE MAINTAINED IN A CONFIDENTIAL FILE. THIS PROCESS WAS LAST PERFORMED IN 2018. FORM 990, PART VI, SECTION B, LINE 15B OFFICER PERFORMANCE IS EVALUATED BY THE HEAD OF SCHOOL. SALARIES ARE ESTABLISHED BY THE HEAD OF SCHOOL WITH THE CONSENT AND OVERSIGHT OF THE EXECUTIVE COMMITTEE. THIS PRIOCESS WAS LAST PERFORMED IN 2019 TO APPROVE FY 2020 SALARIES. FORM 990, PART VI, SECTION C, LINE 19 ST. LUKE'S DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.