BROWNING SCHOOL: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BROWNING SCHOOL (EIN 13-1623918)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-10
- IRS object ID
- 201901309349300720
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T05:53:33-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'KEEFE CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 FULTON ST | AddressLine1Txt |
| City | FARMINGDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117353454 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131623918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Browning School | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROW | BusinessNameControlTxt |
| Phone | 2122496879 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 E 62nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CAMPBELL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2122496879 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY O'KEEFE | PreparerPersonNm |
| PTIN | P01399081 | PTIN |
| Phone | 5165864940 | PhoneNum |
| Preparation | 2019-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.183.112.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 05:53:27 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2952D4326AA86C8BC8A2A9BE549B51640F79209B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2952D4326AA86C8BC8A2A9BE549B51640F79209B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN BOTTI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 E 62nd St | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,712,200 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.browning.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1888 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | A COLLEGE PREPARATORY SCHOOL FOR BOYS INSTILLING THE PURSUIT OF ACADEMIC EXCELLENCE, A LIFELONG LOVE OF LEARNING, THE BELIEF IN THE DIGNITY OF THE INDIVIDUAL, THE DEVELOPMENT | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 177 | TotalEmployeeCnt |
| Total Volunteers | 270 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $22,641 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,628,684 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,384,219 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,866,873 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,466,800 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,403,609 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,481,949 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,660 | PYOtherRevenueAmt |
| CY Other Revenue | $45,828 | CYOtherRevenueAmt |
| PY Total Revenue | $23,953,826 | PYTotalRevenueAmt |
| CY Total Revenue | $27,378,796 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,696,149 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,053,380 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,896,601 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,490,974 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $56,966 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $87,504 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,530,398 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,522,541 | PYOtherExpensesAmt |
| CY Other Expenses | $6,912,872 | CYOtherExpensesAmt |
| PY Total Expenses | $22,172,257 | PYTotalExpensesAmt |
| CY Total Expenses | $23,544,730 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,781,569 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,834,066 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,528,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,180,193 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,743,831 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,885,702 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $73,784,338 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,294,491 | NetAssetsOrFundBalancesEOYAmt |
| Mission | A college preparatory school | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $16,485,125 | ExpenseAmt |
| Grant | $3,053,380 | GrantAmt |
| Revenue | $20,466,800 | RevenueAmt |
| Desc | CHARTERED BOYS SCHOOL WITH GRADES FROM PRE-PRIMARY THROUGH FOURTH YEAR HIGH SCHOOL. | Desc |
| Total Program Service Expenses | $16,485,125 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 177 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CAMPBELL | PersonNm |
| Phone | 2122496879 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 East 62nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN M BOTTI | |||||||||
| Head of School | 40.00 | Yes (X) | Yes (X) | $1,015,530 | $0 | $78,769 | |||
| STEPHANIE HESSLER | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STUART J ELLMAN | |||||||||
| Vice President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARIA L DELL'ORO | |||||||||
| Vice President, Parents Association | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK G CUNHA | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CELESTE GUTH | |||||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAMES S CHANOS | |||||||||
| Honorary Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALLAN GROPPER | |||||||||
| Honorary Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN CAMPBELL | |||||||||
| CFO | 40.00 | Yes (X) | $393,805 | $0 | $70,571 | ||||
| WENDY BROOKS | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH GRANVILLE-SMITH | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW E VOGEL | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN STAFFORD-SIGG | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID GLAYMON | |||||||||
| Vice President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ALKA SINGH | |||||||||
| Vice President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PAUL BURKE | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LING S KWOK | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FEDERICO INFANTINO | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL P BEYS | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP HOFMANN | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID LIPTAK | |||||||||
| Vice President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY LANDES | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD L N WEAVER | |||||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| VALDA M WITT | |||||||||
| President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ANDREW SANDBERG | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBORAH C VAN ECK | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAUL PINEDA | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT ZIFF | |||||||||
| Assistant Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| NAZMI OZTANIR | |||||||||
| President, Parents Association | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW M SNYDER | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES SIMON | |||||||||
| Dir Development | 40.00 | $247,024 | $0 | $33,976 | Yes (X) | ||||
| LAURIE GRUHN | |||||||||
| Asst Head/LS Head | 40.00 | $221,208 | $0 | $32,661 | Yes (X) | ||||
| AARON GRILL | |||||||||
| Dir Technology | 40.00 | $170,457 | $0 | $39,357 | Yes (X) | ||||
| JAMES REYNOLDS | |||||||||
| US Head | 40.00 | $197,574 | $0 | $31,432 | Yes (X) | ||||
| SAMUEL KEANY | |||||||||
| Teacher | 40.00 | $157,336 | $0 | $37,328 | Yes (X) | ||||
| MAUREEN LINEHAN | |||||||||
| Nurse | 40.00 | $152,971 | $0 | $29,385 | Yes (X) | ||||
| MICHAEL INGRISANI | |||||||||
| Teacher | 40.00 | $156,490 | $0 | $32,664 | Yes (X) | ||||
| STEVE CLEMENT III | |||||||||
| Former Headmaster | 0.00 | $257,500 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,969,895 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $386,143 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cater To You Inc | |||||
| 665 Broadway | New York | NY | 10012 | Food service | $814,835 |
| 40 E 62nd Condo Assoc | |||||
| 201 W 91st | New York | NY | 10024 | Condo related | $418,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $133,114 | FundraisingAmt |
| Government Grants | $352,592 | GovernmentGrantsAmt |
| All Other Contributions | $1,898,513 | AllOtherContributionsAmt |
| Noncash Contributions | $73,454 | NoncashContributionsAmt |
| Total Contributions | $2,384,219 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| Tuition | 611600 | $19,786,306 |
| PA Activity & dues | 611600 | $276,208 |
| Encore,Camp, After School | 611600 | $289,344 |
| Application Fees | 611600 | $23,550 |
| Other | 611600 | $91,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,466,800 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,411,669 | TotalRevenueColumnAmt |
| Exclusion | $1,411,669 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $73,282 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $73,282 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,282 | TotalRevenueColumnAmt |
| Exclusion | $73,282 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,252,729 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,182,449 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,070,280 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,070,280 | TotalRevenueColumnAmt |
| Exclusion | $3,070,280 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $123,501 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $133,114 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $150,955 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,454 | TotalRevenueColumnAmt |
| Exclusion | -$27,454 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,378,796 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,466,800 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,527,777 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,053,380 | TotalAmt |
| Program Services | $3,053,380 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,134,484 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,846,139 | ManagementAndGeneralAmt |
| Fundraising | $288,345 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,704,164 | TotalAmt |
| Program Services | $6,312,500 | ProgramServicesAmt |
| Management And General | $1,795,310 | ManagementAndGeneralAmt |
| Fundraising | $596,354 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,753 | TotalAmt |
| Program Services | $287,519 | ProgramServicesAmt |
| Management And General | $67,803 | ManagementAndGeneralAmt |
| Fundraising | $26,431 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,529,171 | TotalAmt |
| Program Services | $1,140,237 | ProgramServicesAmt |
| Management And General | $280,976 | ManagementAndGeneralAmt |
| Fundraising | $107,958 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,402 | TotalAmt |
| Program Services | $504,948 | ProgramServicesAmt |
| Management And General | $181,202 | ManagementAndGeneralAmt |
| Fundraising | $55,252 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,182 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $108,182 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,750 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $33,750 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,504 | TotalAmt |
| Fundraising | $87,504 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,271 | TotalAmt |
| Program Services | $128,743 | ProgramServicesAmt |
| Management And General | $91,187 | ManagementAndGeneralAmt |
| Fundraising | $22,341 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,842 | TotalAmt |
| Program Services | $236,114 | ProgramServicesAmt |
| Management And General | $7,864 | ManagementAndGeneralAmt |
| Fundraising | $7,864 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,116 | TotalAmt |
| Program Services | $556,283 | ProgramServicesAmt |
| Management And General | $203,298 | ManagementAndGeneralAmt |
| Fundraising | $69,535 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,879 | TotalAmt |
| Program Services | $149,503 | ProgramServicesAmt |
| Management And General | $18,688 | ManagementAndGeneralAmt |
| Fundraising | $18,688 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,485,329 | TotalAmt |
| Program Services | $990,794 | ProgramServicesAmt |
| Management And General | $370,686 | ManagementAndGeneralAmt |
| Fundraising | $123,849 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,289 | TotalAmt |
| Program Services | $204,604 | ProgramServicesAmt |
| Management And General | $53,109 | ManagementAndGeneralAmt |
| Fundraising | $25,576 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Lunch Expense | $684,535 | $684,535 | $0 | $0 |
| Supplies & fees | $1,004,905 | $998,033 | $3,436 | $3,436 |
| Textbooks | $181,806 | $181,806 | $0 | $0 |
| Dues & memberships | $110,210 | $51,863 | $58,347 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,510,758 | TotalAmt |
| Program Services | $1,004,263 | ProgramServicesAmt |
| Management And General | $409,230 | ManagementAndGeneralAmt |
| Fundraising | $97,265 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,544,730 | TotalAmt |
| Program Services | $16,485,125 | ProgramServicesAmt |
| Management And General | $5,529,207 | ManagementAndGeneralAmt |
| Fundraising | $1,530,398 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $936,059 | BOYAmt |
| EOY | $577,280 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,316,440 | BOYAmt |
| EOY | $7,238,845 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,914 | BOYAmt |
| EOY | $305,426 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,484 | BOYAmt |
| EOY | $151,960 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,400 | BOYAmt |
| EOY | $259,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,521,341 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,474,291 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,161,202 | BOYAmt |
| EOY | $31,047,050 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,314,788 | BOYAmt |
| EOY | $41,992,352 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,827,882 | BOYAmt |
| EOY | $2,607,873 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,528,169 | BOYAmt |
| EOY | $84,180,193 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,075,720 | BOYAmt |
| EOY | $2,199,640 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,674,332 | BOYAmt |
| EOY | $4,429,673 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,682,655 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,124 | BOYAmt |
| EOY | $256,389 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,743,831 | BOYAmt |
| EOY | $6,885,702 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,175,708 | BOYAmt |
| EOY | $50,470,184 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,189,289 | BOYAmt |
| EOY | $17,369,966 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,419,341 | BOYAmt |
| EOY | $9,454,341 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,784,338 | BOYAmt |
| EOY | $77,294,491 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,528,169 | BOYAmt |
| EOY | $84,180,193 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,834,066 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$323,913 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,925,878 | BeginningYearBalanceAmt |
| Contributions | $1,012,301 | ContributionsAmt |
| Investment Earnings Or Losses | $4,093,842 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,466,193 | OtherExpendituresAmt |
| End Year Balance | $41,565,828 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,704,734 | BeginningYearBalanceAmt |
| Contributions | $305,930 | ContributionsAmt |
| Investment Earnings Or Losses | $4,915,214 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $46,925,878 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,697,416 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $392,580 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $385,362 | OtherExpendituresAmt |
| End Year Balance | $41,704,734 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,691,336 | BeginningYearBalanceAmt |
| Contributions | $655,711 | ContributionsAmt |
| Investment Earnings Or Losses | $1,350,369 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $41,697,416 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,282,838 | BeginningYearBalanceAmt |
| Contributions | $3,182,686 | ContributionsAmt |
| Investment Earnings Or Losses | $6,800,436 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,574,624 | OtherExpendituresAmt |
| End Year Balance | $39,691,336 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22140 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37360 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $319,272 | OtherCostOrOtherBasisAmt |
| Book Value | $319,272 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,842,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,093,297 | DepreciationAmt |
| Book Value | $29,749,013 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,359,759 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,380,994 | DepreciationAmt |
| Book Value | $978,765 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,047,050 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Other | $49,082 |
| Deferred compensation payable | $207,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $256,389 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,152,458 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$323,913 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $150,955 | OtherRevenueAmt |
| Revenue Not Reported | -$172,958 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,325,416 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,053,380 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,053,380 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,378,796 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,642,305 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $150,955 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $150,955 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,491,350 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,053,380 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,053,380 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,544,730 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI, Line 2d | Direct benefits |
| Pt XI, Line 4b | Financial Aid/Rounding |
| Pt XII, Line 2d | Direct benefits |
| Pt XII, Line 4b | Financial Aid/Rounding |
| Pt X, Line 2 | Accounting Standards Codification ("ASC") 740-10-05 relates to the accounting and reporting of uncertainties in income taxes and, for the School, could be applicable to the incurrence of unrelated business income tax. The School has not identified or provided for any such instances. |
| Pt V, Line 4 | To comply with donor imposed restrictions and to defray operational costs. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Line 3 | ANNUALLY PUBLISHED STATEMENT OF RACIALLY NON-DISCRIMINATORY POLICY IN "METRO KIDS". ANNUALLY PUBLISHED STATEMENT OF RACIALLY NON-DISCRIMINATORY POLICY IN "METRO KIDS". |
| Line 6b | THE SCHOOL RECEIVES REIMBURSMENT FOR NYS MANDATED SERVICES. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marts & Lundy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Advice | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $2,384,219 | GrossReceiptsAmt |
| Retained By Contractor | $87,504 | RetainedByContractorAmt |
| Net To Organization | $2,296,715 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,384,219 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $87,504 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,296,715 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Spring Benefit | Event1Nm |
| Gross Receipts Event1 | $256,615 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $133,114 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $123,501 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $150,955 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $256,615 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $133,114 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $123,501 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $150,955 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $150,955 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$27,454 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Financial Aid | GrantTypeTxt |
| Recipient | 70 | RecipientCnt |
| Non Cash Assistance | $3,053,380 | NonCashAssistanceAmt |
| Valuation Method Used | Applied Amount | ValuationMethodUsedDesc |
| Non Cash Assistance | Financial Aid | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 2 | FormAndLineReferenceDesc |
| Explanation | Financial Aid is applied to particular students. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|
| JOHN M BOTTI | |||||
| $1,015,530 | $48,398 | $30,371 | $1,094,299 | ||
| JOHN CAMPBELL | |||||
| $398,305 | $40,200 | $30,371 | $468,876 | ||
| JAMES SIMON | |||||
| $247,024 | $12,583 | $21,393 | $281,000 | ||
| LAURIE GRUHN | |||||
| $221,208 | $11,268 | $21,393 | $253,869 | ||
| AARON GRILL | |||||
| $170,457 | $8,733 | $30,624 | $209,814 | ||
| JAMES REYNOLDS | |||||
| $197,574 | $10,039 | $21,393 | $229,006 | ||
| SAMUEL KEANY | |||||
| $157,336 | $6,957 | $30,371 | $194,664 | ||
| MAUREEN LINEHAN | |||||
| $152,971 | $7,992 | $21,393 | $182,356 | ||
| MICHAEL INGRISANI | |||||
| $156,490 | $11,271 | $21,393 | $189,154 | ||
| STEVE CLEMENT III | |||||
| $257,500 | $257,500 | $257,500 | |||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 4b | FormAndLineReferenceDesc |
| Explanation | Payments for nonqualified deferred compensation plan for John Botti and for John Campbell. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $73,454 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 32b | FormAndLineReferenceDesc |
| Explanation | Donated stocks sold through Vanguard. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The School's audit committee reviews the Form 990 and reports to the Board which then reviews and approves the Form for final submission. |
| Pt VI, Line 12c | The School maintains a written conflict of interest policy. A questionnaire is submitted to the Board requiring the disclosure of any conflicts. Any issues are referred to the Board for resolution as circumstances arise. |
| Pt VI, Line 15a | For the Head Master's compensation, the Board appoints members of the Finance Committee and Legal Committee which, having various indications of compensation comparability, makes a formal recommendation to the Board for final approval. |
| Pt VI, Line 19 | Available upon request. |
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