2019-01-29T12:43:32-07:00 2018-06-30 990 2017-07-01 133603578 The Birch Wathen Lenox School BIRC 2128610404 210 East 77th Street New York NY 10075 Frank Carnabuci Headmaster 2128610404 2019-02-04 148.77.17.102 2017 2019-02-21 02:37:17Z Frank J Carnabuci III same as C above same as C above NY 10075 30849850 0 X www.bwl.org X 1991 NY Educational programs for children from Kindergarten through 12th grade. 16 16 241 200 0 151601 2762159 2302505 27597065 28407975 37535 27988 139968 111382 30536727 30849850 6621060 7289489 0 0 17560397 17215883 0 0 724759 6420865 6561454 30602322 31066826 -65595 -216976 32323928 31903873 17343476 17140397 14980452 14763476 Educational programs for students from Kindergarten through 12th grade. 0 0 28165269 7289489 287608786 Elementary and secondary education: Provided quality, nurturing education for 580 students from Kindergarten through 12th grade. 0 0 0 28165269 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 48 0 1 241 1 1 1 0 0 0 1 1 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 NY X The Birch Wathen Lenox School 2128610404 210 East 77th Street New York NY 10075 Laura Beinner Board member 1 0 X 0 0 0 Natasha Silver Board member 1 0 X 0 0 0 Neil P Benedict Board member 2 0 X X 0 0 0 Judith DeCanio Board member 1 0 X 0 0 0 Brendan Dillon Board member 1 0 X 0 0 0 Eileen Fisher Ex officio 1 0 X 10000 0 0 Theza E Griesman Board member 1 0 X 0 0 0 Steven Horowitz Board member 5 0 X 0 0 0 Stephanie Kossar-Stuart Board member 1 0 X 0 0 0 Diane McKoy Board member 1 0 X 0 0 0 Laurie Schwartz Board member 1 0 X 0 0 0 Linda Weinman Board member 2.00 0 X 0 0 0 Leonard Zelin Board member 1 0 X 0 0 0 Alana Frumkes Secretary 2.00 0 X 0 0 0 Margaret E Lehman Vice Chair 5 0 X X 0 0 0 Philip S Sassower Chair 2 0 X X 0 0 0 Elaine Alfond PA President - ex officio 5 0 X 0 0 0 Nathaniel Zilkha Board member 1 0 X 0 0 0 Frank J Carnabuci III Headmaster - ex officio 40 0 X X 562361 0 0 Ann Glickman Director of Finance 40 0 X X 289344 0 0 Janine Hopley Karbon Assistant Head 40 0 X X 262167 0 0 Richard Pan Director of Technology 40 0 X X 203109 0 0 Curtis March Director of Upper School 40 0 X 179861 0 0 Kevie Michael Head of Lower School 40 0 X 162625 0 0 Maryann Gelula Chair, Art Department 40 0 X 150983 0 0 Julianne Kaplan Director of Admissions 40 0 X 134552 0 0 1955002 0 0 27 0 1 0 Berney Suarez 18 Eastwood Road Norwalk CT 06851 car service 122600 0 0 0 391665 0 352811 1558029 0 2302505 Gross tuitions 611110 27395383 27395383 0 0 Activity and lunch fees 611110 1012592 1012592 0 0 0 0 0 0 28407975 27988 0 0 27988 0 0 0 0 0 0 0 0 15000 0 0 0 15000 0 15000 0 0 15000 0 0 391665 96382 96382 0 0 96382 30849850 28504357 0 42988 0 0 7289489 7289489 0 0 0 0 1955002 296943 1395892 262167 0 0 0 0 12003920 11898202 0 105718 391433 326571 50642 14220 1876439 1655585 176145 44709 989089 864479 98909 25701 0 0 0 0 84563 0 84563 0 50400 0 50400 0 0 0 0 0 0 0 0 0 0 0 59909 0 59909 0 0 0 0 0 872915 820204 52711 0 145072 145072 0 0 0 0 0 0 286482 257833 28649 0 146263 146263 0 0 0 0 0 0 122621 122621 0 0 240597 216537 24060 0 0 0 0 0 1467323 1320591 146732 0 156545 156545 0 0 Lunch program 946304 946304 0 0 Athletic expenses 475005 475005 0 0 Student activity cost 628299 628299 0 0 Institutional costs 158869 153119 5750 0 720287 445607 2436 272244 31066826 28165269 2176798 724759 0 0 15579455 16329375 867095 692695 455484 430411 0 0 0 0 0 0 0 0 263158 368364 35383689 21431924 15043934 13951765 114802 131263 0 0 0 0 32323928 31903873 105578 131642 0 0 9725795 9674210 6148041 5997072 0 0 0 0 0 0 0 0 1364062 1337473 17343476 17140397 X 13884570 14069544 768350 366400 327532 327532 14980452 14763476 32323928 31903873 -216976 0 0 0 0 0 X 0 1 X 1 0 X 4327532 0 431 431 0 0 4327532 4327532 0 470 470 0 0 4327532 4325032 2500 1500 1500 0 0 4327532 4321032 4000 17931 17931 0 0 4325032 4317032 4000 1500 1500 0 0 4321032 0.92 0.08 0 0 0 0 0 0 0 30367524 18684644 11682880 0 4102327 2155672 1946655 0 913838 591608 322230 0 0 0 0 13951765 0 Accrued summer faculty salaries 1337473 1337473 23560361 0 0 0 -7289489 -7289489 30849850 0 0 0 30849850 23777337 0 0 0 -7289489 -7289489 31066826 0 0 0 31066826 Schedule D, Part V, Line 4 $4,000,000 has been designated by the Board of Trustees as endowment. The remainder is a donor-restricted endowment from which the interest is to be expended on a scholarship. Schedule D, Part XI, Line 2d Financial aid netted against tuition revenue in financial statements. Schedule D, Part XII, Line 2d Financial aid netted against tuition revenue in financial statements. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The School publishes its racially nondiscriminatory policy annually in a major New York City newspaper. This policy is also published in all admissions materials. Schedule E, Part I, Line 6 The School received reimbursement from New York State for performing state-mandated services. Annual Gala 467952 0 467952 0 0 0 0 0 0 0 0 467952 0 467952 0 0 0 0 0 0 0 467952 1 Merit scholarship 5 241520 0 Need-based 195 7047969 0 Schedule I, Part I, Line 2 All families requesting financial aid must file financial information with SSS/NAIS, which analyzes and reports on the information. The Financial Aid Committee at the School then evaluates each request. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Frank J Carnabuci III Headmaster - ex officio 562361 0 0 0 0 0 28118 0 22175 0 612654 0 0 0 Ann Glickman Director of Finance 289344 0 0 0 0 0 14467 0 22175 0 325986 0 0 0 Janine Hopley Karbon Assistant Head 262167 0 0 0 0 0 13108 0 22175 0 297450 0 0 0 Richard Pan Director of Technology 203109 0 0 0 0 0 10155 0 22175 0 235439 0 0 0 Curtis March Director of Upper School 179861 0 0 0 0 0 8993 0 22175 0 211029 0 0 0 Kevie Michael Head of Lower School 162625 0 0 0 0 0 8131 0 22175 0 192931 0 0 0 Maryann Gelula Chair, Art Department 150983 0 0 0 0 0 7549 0 22175 0 180707 0 0 0 Schedule J, Part I, Line 1a The Headmaster received a discretionary spending account in the amount of $8,000. Club dues at the Headmaster's university club are paid by the School in the amount of approximately $2,500. A Build NYC Resource Corporation 454040561 64971C3T9 2014-03-24 7500000 Addition to School Building 0 0 0 A 6085000 0 7500000 0 0 0 0 0 0 7500000 0 0 2005 0 0 1 1 A 0 0 0 0 0.02 0 0.02 1 0 0 A 1 0 0 0 0 0 Mr Robert Sassower Father is Chair of the Board of Trustees 46515 Financial aid To assist family in paying tuition and fees Form 990, Part VI, Section B, Line 11b The Director of Finance prepares the return, and the Headmaster and independent auditor review it. Form 990, Part VI, Section B, Line 12c Forms are required to be signed by all trustees and key employees on an annual basis outlining any possible conflicts of interest. Vendor relationships are monitored by the Headmaster and the Director of Finance on an ongoing basis to identify any potential conflicts and refer them to the committee. Form 990, Part VI, Section B, Line 15 Headmaster compensation is decided upon by the full Board of Trustees, based on information about other Headmaster salaries in comparable institutions. The decision is recorded in the minutes and transmitted in writing. This process was last undertaken in December 2015. Form 990, Part VI, Section C, Line 19 The School furnishes these documents upon request.