2019-11-21T17:58:51-06:00 2019-06-30 BKD LLP 655 Third Avenue 1200 New York NY 10017 990 2018-07-01 455288724 St Luke's School % BIRGITTA HANAN STLU 2129245960 487 Hudson Street New York NY 10014 W BARTON BALDWIN HEAD OF SCHOOL 2129245960 2019-11-15 true Aaron Shapiro P01333816 2128674000 167.68.126.162 26511920193255000000 2019-11-21 P 0951E2A8C0832E29A3033740454C77259380F658 8BAB167CC20738F3D1E6B133BEB8A02CA90C437F 2018 2020-03-31 21:24:44Z W BARTON BALDWIN 487 HUDSON STREET NEW YORK NY 10014 20984406 false X WWW.STLUKESCHOOL.ORG X 2012 NY A COEDUCATIONAL EPISCOPAL DAY SCHOOL, PRESCHOOL THROUGH EIGHTH GRADE, FOR STUDENTS OF ALL FAITHS. 21 19 128 350 0 55065 5695997 3650125 14341012 15579408 94233 189973 56529 -9128 20187771 19410378 2324051 2396275 0 0 8246963 8748768 0 0 297625 5687329 6061592 16258343 17206635 3929428 2203743 41187197 44656829 18601080 19719699 22586117 24937130 X AT ST. LUKE'S, WE SEEK TO GIVE OUR STUDENTS A SOUND COGNITIVE FOUNDATION FOR THEIR LIVES AND PREPARE THEM FOR ADMISSION TO AND CONTINUING SUCCESS IN FUTURE SCHOOLS. AS AN EPISCOPAL CHURCH SCHOOL, AND THROUGH OUR AFFILIATION WITH THE CHURCH OF ST. LUKE IN THE FIELDS, WE ALSO SEEK TO DO SOMETHING MORE. ST. LUKE'S IS A SMALL SCHOOL, DELIBERATELY. ITS SIZE ENABLES US TO FOCUS ON EACH CHILD AS AN INDIVIDUAL. ITS SIZE ALSO ALLOWS EVERYONE TO KNOW EVERYONE ELSE. IT FOSTERS A FEELING OF FAMILY - A SUPPORTIVE CLIMATE OF TRUST AND UNDERSTANDING, COMMUNICATING VALUES AND BUILDING COMMUNITY. IN THIS ENVIRONMENT, CHILDREN FORM POSITIVE RELATIONSHIPS WITH CLASSMATES AND TEACHERS, WITH OLDER CHILDREN AND WITH YOUNGER ONES. ST. LUKE'S IS COEDUCATIONAL AND HETEROGENEOUS. ITS STUDENTS AND FACULTY COME FROM A VARIETY OF BACKGROUNDS - RACIAL, ETHNIC, ECONOMIC AND RELIGIOUS. WE VALUE AND ACTIVELY ENCOURAGE THIS MUTUALLY ENRICHING DIVERSITY. IT IS PART OF THE PROCESS OF HELPING EACH CHILD DISCOVER HIS OR HE false false 13476534 2396275 15579408 THE SCHOOL PROVIDED A CONTINUOUS EDUCATION PROGRAM FOR BOYS AND GIRLS FROM PRESCHOOL THROUGH EIGHTH GRADE. THE SCHOOL PROVIDED EDUCATION TO 315 STUDENTS IN THE CURRENT SCHOOL YEAR. 13476534 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 43 0 128 true true true false false false false true true false false false false false false X 21 19 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 Nisha McGreevy 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 HOLLY FOGLE VICE CHAIR 1.0 0.0 X X 0 0 0 RICHARD D'ALBERT TREASURER 1.0 0.0 X X 0 0 0 W BARTON BALDWIN HEAD OF SCHOOL/TRUSTEE 40.0 0.0 X X 381131 0 54031 ALEWA COPPER TRUSTEE 1.0 0.0 X 0 0 0 BITA JAVADIZADEH TRUSTEE 1.0 0.0 X 0 0 0 CATHERINE CORRY TRUSTEE 1.0 0.0 X 0 0 0 CLAUDE DAVIES TRUSTEE 1.0 0.0 X 0 0 0 TINA JOHNSON HATTAN TRUSTEE 1.0 0.0 X 0 0 0 MARK HUSSER TRUSTEE 1.0 0.0 X 0 0 0 ELLA GEORGIADES TRUSTEE 1.0 0.0 X 0 0 0 ALGESTE MARCELLUS-WILLIAMS TRUSTEE 1.0 0.0 X 0 0 0 Sudie Anning Trustee 1.0 0.0 X 0 0 0 ERICKA PITTERS TRUSTEE 1.0 0.0 X 0 0 0 DAVID RECHT TRUSTEE/TEACHER 40.0 0.0 X 95129 0 26657 THE REVEREND CAROLINE STACEY TRUSTEE 1.0 0.0 X 0 0 0 COURTNEY STERN TRUSTEE 1.0 0.0 X 0 0 0 SAVANNAH STEVENSON TRUSTEE 1.0 0.0 X 0 0 0 SANVILLE VERNON TRUSTEE 1.0 0.0 X 0 0 0 BIRGITTA HANAN CFO & COO 40.0 0.0 X 238147 0 13704 MARYANN HOFFMAN LOWER SCHOOL HEAD 40.0 0.0 X 179471 0 32307 LAUREN MAZZARI UPPER SCHOOL HEAD 40.0 0.0 X 172132 0 13268 SUSAN HARRIOT DIR OF ADMISSIONS & ENROLLMENT 40.0 0.0 X 145083 0 70162 JOCELYN BOWMAN DIRECTOR OF ADVANCEMENT 40.0 0.0 X 146466 0 23347 CLINTON RATACZAK DIRECTOR OF DEVELOPMENT 40.0 0.0 X 141786 0 28221 1499345 0 261697 22 false true false 0 272481 3377644 280193 3650125 STUDENT TUITION AND FEES 611110 14580711 14580711 AFTER-SCHOOL FEES 611110 571165 571165 AUXILIARY FEES 611110 427532 427532 15579408 188391 188391 0 0 0 0 0 1535232 1533650 1582 1582 1582 31250 272481 40378 -9128 -9128 0 0 0 0 0 0 0 19410378 15579408 180845 0 2396275 2396275 0 0 853388 125551 727837 0 6207123 4580159 1455316 171648 342611 253966 74572 14073 837627 624969 198116 14542 508019 360571 135279 12169 0 33709 33709 17324 17324 0 0 38234 38234 238704 119551 112403 6750 0 727833 513757 206400 7676 125323 50144 73882 1297 0 2962363 2881195 50657 30511 0 0 140615 56562 80019 4034 0 0 964521 938093 16493 9935 107854 62521 44668 665 LUNCH PROGRAM 535940 513220 19880 2840 BAD DEBT 37925 37925 MISCELLANEOUS 131247 109762 21485 17206635 13476534 3432476 297625 685407 611111 4448648 7164188 1351245 1052971 16530 31270 0 0 0 0 0 0 0 0 111831 149749 33041816 2567460 30850613 30474356 3659303 5028429 0 0 0 0 0 0 63620 144755 41187197 44656829 659518 991122 0 0 2521214 2652479 0 0 0 0 0 0 12000000 11600000 0 0 3420348 4476098 18601080 19719699 X 19544462 20116665 1681716 3460526 1359939 1359939 22586117 24937130 41187197 44656829 2203743 147270 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1620908 120611 42086 15681 1683752 2794178 1500 64720 1234027 5463 1620908 2586479 1500 254186 28543 19444 2794178 2741170 1500 -1151 128997 26043 2586479 2771980 3000 87687 94697 26800 2741170 0.80770 0.19230 false false 32626209 2528306 30097903 140125 39154 100971 275482 275482 30474356 0 DEFERRED RENT 4476098 4476098 17123139 147270 147270 16975869 38234 2396275 2434509 19410378 14772126 14772126 38234 2396275 2434509 17206635 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 $2,301,576 After School Financial Aid $94,699 TOTAL TO SCHEDULE D, PART XI, LINE 4B $2,396,275 Schedule D, Part XII, line 4b Financial Aid $2,301,576 After School Financial Aid $94,699 TOTAL TO SCHEDULE D, PART XII, LINE 4B $2,396,275 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 303731 272481 31250 843 5000 17590 9042 7903 0 303731 272481 31250 843 5000 17590 9042 7903 40378 -9128 true FINANCIAL AID 64 2301576 AFTER SCHOOL FINANCIAL AID 29 94699 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 380873 258 38113 15918 435162 BIRGITTA HANAN CFO & COO 237751 396 9239 4465 251851 MARYANN HOFFMAN LOWER SCHOOL HEAD 178709 762 17850 14457 211778 LAUREN MAZZARI UPPER SCHOOL HEAD 171874 258 13268 185400 SUSAN HARRIOT DIR OF ADMISSIONS & ENROLLMENT 144993 90 12592 57570 215245 JOCELYN BOWMAN DIRECTOR OF ADVANCEMENT 146412 54 11058 12289 169813 CLINTON RATACZAK DIRECTOR OF DEVELOPMENT 141696 90 14484 13737 170007 X 5 280193 FMV 0 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 PROCESS WAS LAST PERFORMED IN 2018 TO APPROVE FY 2019 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.