2019-05-15T14:15:48-05:00 2018-06-30 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2017-07-01 134013334 CARMEL ACADEMY CARM 2038639663 270 LAKE AVENUE GREENWICH CT 06830 ROCHELLE TARLOWE TREASURER 2038639663 2019-05-14 1 JAMES J REILLY P00183769 2126617777 184.74.172.82 2019-05-14 16:20:58 ED P 5FAD69661FC5B4C3CCF51CCABF90ED2339EAB660 6E7FF41942A7D409D7C8B9B6D6B155D83F18E4E4 2017 2019-02-21 02:37:17Z ROCHELLE TARLOWE 270 LAKE AVENUE GREENWICH CT 06830 13505136 0 X WWW.CARMELACADEMY.COM X 1997 NY CARMEL ACADEMY IS AN EDUCATIONAL INSTITUTION THAT STRETCHES EACH CHILD'S INTELLECT AND CREATIVITY; THAT IS PASSIONATE ABOUT JEWISH IDENTITY AND VALUES; THAT IS COMMITTED TO THE BETTERMENT OF OUR WORLD AND A STRONG BOND WITH THE STATE OF ISRAEL. OUR FACULTY MODELS IT ... OUR STUDENTS LIVE IT. 20 20 128 18 0 0 2307368 2700816 7733509 7831065 40967 66283 1176385 1261500 11258229 11859664 1592645 1778092 0 0 6723584 6976237 0 0 318785 3390060 3746612 11706289 12500941 -448060 -641277 27837721 27664913 16071128 16364514 11766593 11300399 X CARMEL ACADEMY IS AN EDUCATIONAL INSTITUTION THAT STRETCHES EACH CHILD'S INTELLECT AND CREATIVITY; THAT IS PASSIONATE ABOUT JEWISH IDENTITY AND VALUES; THAT IS COMMITTED TO THE BETTERMENT OF OUR WORLD AND A STRONG BOND WITH THE STATE OF ISRAEL. OUR FACULTY MODELS IT ... OUR STUDENTS LIVE IT. 0 0 10270432 1778092 7842458 CARMEL ACADEMY IS A FORWARD-THINKING PRIVATE SCHOOL FOR CHILDREN OF ALL JEWISH AFFILIATIONS, OFFERING EACH OF ITS STUDENTS AN EXCEPTIONAL, CHALLENGING AND CREATIVE EDUCATIONAL EXPERIENCE FROM KINDERGARTEN THROUGH EIGHTH GRADE. ACCREDITED WITH DISTINCTION BY THE CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS, CARMEL ACADEMY'S MULTI- ISCIPLINARY EDUCATIONAL APPROACH ENCOURAGES ITS STUDENTS TO MAKE CONNECTIONS BETWEEN THE CLASSROOM AND THE WORLD. EXPERIENCED, PASSIONATE MASTER TEACHERS BRING THE SCHOOL'S EDUCATIONAL PHILOSOPHY TO LIFE, INSTILLING CREATIVITY, CRITICAL THINKING AND A JOY OF LEARNING IN EACH STUDENT. WITH THE BENEFITS OF A LOW STUDENT-TEACHER RATIO AND A DYNAMIC, DIFFERENTIATED LEARNING ENVIRONMENT, STUDENTS MASTER THE KNOWLEDGE ESSENTIAL TO CONTINUE ON TO THE FINEST SECONDARY SCHOOLS, AS WELL AS TO THINK CRITICIALLY AND IN A BROADER SCOPE.THE SCHOOL'S EXPERT EDUCAITONAL LEADERSHIP DESIGNED CARMEL ACADEMY'S DUAL CURRICULUM FROM THE GROUND UP - INCORPORATING ONLY THE HIGHEST IN NATIONAL STANDARDS - TO INTEGRATE GENERAL AND JUDAIC KNOWLEDGE THROUGHOUT THE DAY. SET ON A BEAUTIFUL, HISTORIC 17-ACRE CAMPUS IN GREENWICH, CT, CARMEL ACADEMY IS EQUIPPED WITH THE INFRASTRUCTURE AND TECHNOLOGY TO MAKE IT AN UNRIVALED 21ST CENTURY EDUCATIONAL INSTITUTION. WITH ITS CENTRAL GREENWICH LOCATION, CARMEL ATTRACTS STUDENTS THROUGHOUT FAIRFIELD AND WESTCHESTER COUNTIES, AS WELL RIVERDALE AND MANHATTAN. THE SCHOOL OFFERS STATE-OF-THE-ART LABORATORY AND COMPUTER RESOURCES, AS WELL AS AWARD WINNING ENRICHMENT PROGRAMS TO FOSTER EXCELLENCE IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS (STEM). CHILDREN ENJOY A WIDE-ARRAY OF EXTRACURRICULAR ACTIVITIES AND INTERSCHOLASTIC TEAM SPORTS. AS PART OF CARMEL ACADEMY'S COMMITMENT TO PROVIDING A MEANINGFUL JEWISH DAY SCHOOL EXPERIENCE FOR ALL CHILDREN, THE SCHOOL OFFERS A SPECIAL EDUCATION PROGRAM FOR CHILDREN WITH LANGUAGE-BASED LEARNING DISABILITIES. PALS (PROVIDING ALTERNATIVE LEARNING STRATEGIES) GIVES CHILDREN WITH SPECIAL NEEDS THE TOOLS TO MAXIMIZE THEIR ACADEMIC POTENTIAL, WHILE AT THE SAME TIME AFFORDING THEM THE MYRIAD BENEFITS OF A JEWISH EDUCATION. CARMEL ACADEMY PROVIDES AN EXCELLENT FOUNDATION FOR LONG-TERM ACADEMIC SUCCESS, WHILE FOSTERING A DEEP LOVE AND CONNECTION TO A COMMON JEWISH IDENTITY THROUGH HISTORY AND CULTURE, PRAYER AND TEXT, ZIONISM AND HEBREW AS A MODERN, LIVING LANGUAGE. 10270432 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 82 0 1 128 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NY X YAEL SLONIM CARMEL ACADEMY 2039833511 270 LAKE AVENUE GREENWICH CT 06830 JONATHAN MALKIN PRESIDENT 1.00 X X 0 0 0 YALE PAPRIN VICE PRESIDENT 1.00 X X 0 0 0 PAMELA FELDSTEIN VICE PRESIDENT 1.00 X X 0 0 0 ROCHELLE TARLOWE TREASURER 1.00 X X 0 0 0 ROBYE MARGOLIUS SECRETARY 1.00 X X 0 0 0 EMANUEL CITRON DIRECTOR 1.00 X 0 0 0 COLIN DIAMOND DIRECTOR 1.00 X 0 0 0 ALIX EBEN DIRECTOR 1.00 X 0 0 0 IVAN HORAK DIRECTOR 1.00 X 0 0 0 GILAD KALTER DIRECTOR 1.00 X 0 0 0 MICHAEL KAPLAN DIRECTOR 1.00 X 0 0 0 EVAN LEVY DIRECTOR 1.00 X 0 0 0 DAVID NAPACH DIRECTOR 1.00 X 0 0 0 JEFFREY RICHARD DIRECTOR 1.00 X 0 0 0 STUART ROTH DIRECTOR 1.00 X 0 0 0 ADAM SAFER DIRECTOR 1.00 X 0 0 0 CORI SANOGUEIRA DIRECTOR 1.00 X 0 0 0 RACHEL SCHNEIDER DIRECTOR 1.00 X 0 0 0 PHILIP STEINMETZ DIRECTOR 1.00 X 0 0 0 NOAH YECHIELY DIRECTOR 1.00 X 0 0 0 NORA ANDERSON HEAD OF SCHOOL 40.00 X 203250 0 7768 SETH YOUNG ASSOC HEAD OF SCHOOL 40.00 X 111320 0 48743 YAEL SLONIM CHEIF OPERATING OFFICER 40.00 X 22519 0 0 TALI ALDOUBY-SCHUCK DIRECOTR OF JUDAIC 40.00 X 105756 0 14917 JENNIFER GENSIOR DIRECTOR OF GENERAL STUDENTS CURRICULUM 40.00 X 101000 0 7768 543845 0 79196 4 0 1 0 BETH TORAH KOSHER CATERERS LLC 106-06 QUEENS BLVD FOREST HILLS NY 11375 CATERING SERVICES 119195 1 2700816 2700816 STUDENT TUITION & FEES 611600 7526843 7526843 OTHER PROGRAMS 611600 304222 304222 7831065 68139 68139 1250107 0 1250107 1250107 1250107 1643616 1645472 -1856 -1856 -1856 OTHER 900099 11393 11393 11393 11859664 7842458 0 1316390 1778092 1778092 834028 658882 150125 25021 5141665 4061915 925500 154250 671996 530877 120959 20160 328548 259553 59139 9856 27735 21911 4992 832 937 740 169 28 123155 97292 22168 3695 103544 81800 18638 3106 184161 166777 14759 2625 8927 7052 1607 268 610767 482506 109938 18323 765914 605072 137865 22977 150642 119007 27116 4519 REPAIRS & MAINTENANCE 748057 590965 134650 22442 AUXILIARY SERVICES 624246 493155 112364 18727 BAD DEBT EXPENSE 238687 188562 42964 7161 BAD DEBT EXPENSE 159840 126274 28771 4795 12500941 10270432 1911724 318785 474517 508329 703857 436864 543588 880879 28430 31854 32778975 9743769 23618845 23035206 2633882 2426393 42091 137899 27837721 27664913 685991 741456 541916 590329 3239000 3614000 11181507 10898056 422714 520673 16071128 16364514 X 11663993 11250399 102600 50000 11766593 11300399 27837721 27664913 X -641277 47366 127717 X 0 1 X 1 0 X 6230568 6230568 24599648 8042722 16556926 1437654 1272573 165081 511105 428474 82631 23035206 ACCRUED INTEREST 520673 520673 10353220 47366 96565 127717 271648 10081572 1778092 1778092 11859664 10819414 96565 96565 10722849 1778092 1778092 12500941 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTERES RATE SWAP 127,717. PART XI, LINE 4B - OTHER ADJUSTMENTS: GROSS UP OF TUITION ASSISTANCE 1,778,092. PART XII, LINE 4B - OTHER ADJUSTMENTS: GROSS UP OF TUITION ASSISTANCE 1,778,092. 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ACADEMY IS A JEWISH DAY SCHOOL AND PRIMARILY PUBLICIZES IN THE JEWISH COMMUNITY. IT HAS A NON-DISCRIMINATORY POLICY AND THERE ARE MINORITY JEWISH STUDENTS THAT APPLY AND ATTEND. SCHEDULE E, PART I, LINE 4 WE DON'T MAINTAIN A COMPLETE OR ACCURATE RECORD OF RACIAL COMPOSITION OF THE STUDENT BODY. WE DO NOT TRACK OR RECORD ETHNICITY FOR FACULTY OR STAFF. 1 TUITION ASSISTANCE 128 1778092 PART I, LINE 2: ASSISTANCE DECISIONS ARE GUIDED BY FINANCIAL DATA SUBMITTED BY PARENTS TO THE DIRECTOR OF FINANCE AND OPERATIONS. THIS FINANCIAL INFORMATION, ALONG WITH THE NAMES OF FAMILIES WHO ULTIMATELY RECEIVE TUITION ASSISTANCE, IS KEPT CONFIDENTIAL AND NOT SHARED WITH ANY MEMBER OF THE CARMEL ACADEMY COMMUNITY. TUITION ASSISTANCE IS AWARDED ANNUALLY AND FOR ONE YEAR AT A TIME. X X X 0 0 0 0 0 0 0 0 0 NORA ANDERSON HEAD OF SCHOOL 203250 0 0 0 0 0 7768 0 0 0 211018 0 0 0 SETH YOUNG ASSOC HEAD OF SCHOOL 111320 0 0 0 0 0 48743 0 0 0 160063 0 0 0 A COLORADO EDUCATIONAL AND CULTURAL FACILITIES AUTHORITY 840896727 999999999 2014-02-05 12000000 TO REFINANCE BORROWER DEBT FROM FJC AND THE CONDUIT FOUNDATION 0 0 0 A 12000000 239000 11761000 2021 0 0 0 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 1 M&T TRUST COMPANY 7.000000000000 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B NOT ALL COMMITTEES OF THE ACADEMY TOOK NOTES AT THEIR MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER WAS PROVIDED A COPY OF THE 990 BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND SENIOR ADMINISTRATORS MUST SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 HEAD OF SCHOOL CONTRACT WAS NEGOTIATED BY HEAD OF SCHOOL EVALUATION COMMITTEE IN CONSULTATION WITH HEAD OF CAIS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP 127,717. LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE.