2018-01-24T15:01:43-07:00 2017-06-30 990 2016-07-01 133603578 The Birch Wathen Lenox School BIRC 2128610404 210 East 77th Street New York NY 10075 Ann Glickman Director of Finance 2128610404 2018-01-18 148.77.17.102 2016 2021-01-29 14:40:06Z Philip Sassower c/o Birch Wathen Lenox School 210 New York NY 10075 30536727 0 X www.bwl.org X 1991 NY Educational programs for children from Kindergarten through 12th grade. 16 16 232 100 0 0 2411433 2762159 26963480 27597065 160145 37535 199949 139968 29735007 30536727 6122927 6621060 0 0 17342370 17560397 0 0 738087 5928088 6420865 29393385 30602322 341622 -65595 31604823 32323928 16558776 17343476 15046047 14980452 Educational programs for students from Kindergarten through 12th grade. 0 0 27668550 6621060 27597065 Elementary and secondary education: Provided quality, nurturing education from 580 students from Kindergarten through 12th grade. 0 0 0 27668550 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 52 0 1 232 1 0 0 0 0 1 1 1 1 0 0 0 1 1 0 X 16 16 1 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 Bell Board member 1 0 X 0 0 0 Neil P Benedict Board member 1 0 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 PA President - ex officio 5 0 X 0 0 0 Theza E Griesman Board member 1 0 X 0 0 0 Steven Horowitz Board member 1 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 1 0 X 0 0 0 Leonard Zelin Board member 1 0 X 0 0 0 Frank J Carnabuci III Headmaster - ex officio 40 0 X 497994 0 0 Stephen A Cooper Treasurer 5 0 X 0 0 0 Alana Frumkes Secretary 1 0 X 0 0 0 Margaret E Lehman Vice Chair 5 0 X 0 0 0 Philip S Sassower Chair 5 0 X 0 0 0 Ann Glickman Director of Finance 40 0 X 275296 0 0 Janine Hopley Karbon Assistant Head 40 0 X 252583 0 0 Richard Pan Director of Technology 40 0 X 180765 0 0 Curtis March Director of Upper School 40 0 X 181168 0 0 Kevie Michael Head of Lower School 40 0 X 157753 0 0 Maryann Gelula Chair, Art Department 40 0 X 147108 0 0 Julianne Kaplan Director of Admissions 40 0 X 133275 0 0 1825942 0 0 31 0 1 0 0 0 378366 0 390810 1992983 0 2762159 Gross tuitions 611110 26558492 26558492 0 0 Activity and lunch fees 611110 1038573 1038573 0 0 0 0 0 0 27597065 37535 0 0 37535 0 0 0 0 0 0 0 0 17500 0 0 0 17500 0 17500 0 0 17500 0 0 0 0 0 0 0 0 0 0 0 378366 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 122468 122468 0 0 122468 30536727 27719533 0 55035 6621060 6621060 0 0 0 0 0 0 1825942 147108 1426251 252583 0 0 0 0 12433297 12323168 0 110129 534618 317815 200000 16803 1763901 1692383 29852 41666 1002639 876870 100264 25505 0 0 0 0 30489 0 30489 0 49200 0 49200 0 0 0 0 0 0 0 0 0 0 0 91410 0 91410 0 0 0 0 0 926492 884866 41626 0 146838 146838 0 0 0 0 0 0 257941 232147 25794 0 148325 148325 0 0 0 0 0 0 133039 133039 0 0 231860 208674 23186 0 0 0 0 0 1485498 1336948 148550 0 154604 154604 0 0 Lunch, athletic programs, student activities 1946810 1946810 0 0 Bad debt 222369 200132 22237 0 Development and special event costs 285692 0 0 285692 Miscellaneous 310298 297763 6826 5709 30602322 27668550 2195685 738087 0 0 13553439 15579455 785742 867095 571405 455484 0 0 0 0 0 0 0 0 410880 263158 35202526 20158592 16185945 15043934 97412 114802 31604823 32323928 188324 105578 0 0 8666611 9725795 6293163 6148041 0 0 0 0 0 0 0 0 1410678 1364062 16558776 17343476 X 14138982 13884570 579533 768350 327532 327532 15046047 14980452 31604823 32323928 -65595 0 0 0 0 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 4312032 5000 1500 1500 0 0 4317032 0.92 0.08 0 0 0 0 0 0 0 30367524 17541244 12826280 0 3841882 2010422 1831460 0 993120 606926 386194 0 0 0 0 15043934 0 Accrued faculty summer salaries 1364062 1364062 23915667 0 0 0 -6621060 -6621060 30536727 0 0 0 30536727 23981262 0 0 0 -6621060 -6621060 30602322 0 0 0 30602322 Schedule D, Part V, Line 4 $4,000,000 has been designated by the Board 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. Financial aid to individuals East Asia and the Pacific 1 25000 credit against tuition charges 0 0 0 0 0 0 0 Annual Gala 378366 0 378366 0 0 0 0 0 0 0 0 378366 0 378366 0 0 0 0 0 0 0 378366 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 497994 0 0 0 0 0 0 0 67229 0 565223 0 0 0 Ann Glickman Director of Finance 275296 0 0 0 0 0 0 0 37165 0 312461 0 0 Janine Hopley Karbon Assistant Head 252583 0 0 0 0 0 0 0 34099 0 286682 0 0 0 Richard Pan Director of Technology 180765 0 0 0 0 0 0 0 24403 0 205168 0 0 0 Curtis March Director of Upper School 181168 0 0 0 0 0 0 0 24458 0 205626 0 0 0 Kevie Michael Head of Lower School 157753 0 0 0 0 0 0 0 21297 0 179050 0 0 0 Maryann Gelula Chair, Art Department 147108 0 0 0 0 0 0 0 19860 0 166968 0 0 0 Julianne Kaplan Director of Admissions 133275 0 0 0 0 0 0 0 17992 0 151267 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 A 0 Form 990, Part VI, Section A, Line 2 The School's Board Chair and Board Treasurer have an occasional business relationship. Form 990, Part VI, Section B, Line 11b The Director of Finance prepares the return, and the independent auditor and the Headmaster 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 Head 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.