HACKLEY SCHOOL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HACKLEY SCHOOL (EIN 13-1740452)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-23
- IRS object ID
- 201811139349300606
- Schema version
- 2016v3.1
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-23T09:18:31-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EisnerAmper LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 Third Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131740452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HACKLEY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER MCANDREW C/O THE SCHOO | InCareOfNm |
| Business Name Control | HACK | BusinessNameControlTxt |
| Phone | 9146310128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 BENEDICT AVENUE | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10591 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER MCANDREW | PersonNm |
| Person Title | DIRECTOR OF FINANCE & Campus Plan | PersonTitleTxt |
| Phone | 9146310128 | PhoneNum |
| Signature | 2018-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CANDICE METH | PreparerPersonNm |
| PTIN | P01306891 | PTIN |
| Phone | 2129498700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26368720181135000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-04-23 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6F31E6301DB0AE24C8CE59FA1B103A8AA267BC1C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6F31E6301DB0AE24C8CE59FA1B103A8AA267BC1C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL WIRTZ CO HACKLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 BENEDICT AVENUE | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10591 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $122,787,667 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HACKLEYSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1900 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE SCHOOL IS AN INDEPENDENT, College-Preparatory School for boys and girls in kindergarten through THE 12TH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 369 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $280,038 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $35,282 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,154,204 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,697,309 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,000,185 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,566,207 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,471,661 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,349,908 | CYInvestmentIncomeAmt |
| PY Other Revenue | $573,649 | PYOtherRevenueAmt |
| CY Other Revenue | $369,739 | CYOtherRevenueAmt |
| PY Total Revenue | $44,199,699 | PYTotalRevenueAmt |
| CY Total Revenue | $49,983,163 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,195,533 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,353,519 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,885,938 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,871,696 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,294,101 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,544,235 | PYOtherExpensesAmt |
| CY Other Expenses | $11,391,456 | CYOtherExpensesAmt |
| PY Total Expenses | $42,625,706 | PYTotalExpensesAmt |
| CY Total Expenses | $42,616,671 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,573,993 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,366,492 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $200,369,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $212,842,119 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,732,976 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,954,046 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $168,637,019 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $179,888,073 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SCHOOL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL FOR BOYS AND GIRLS IN KINDERGARTEN THROUGH THE 12TH GRADE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $36,817,597 | ExpenseAmt |
| Grant | $6,353,519 | GrantAmt |
| Revenue | $35,067,606 | RevenueAmt |
| Desc | INSTRUCTION AND RELATED COSTS - INCLUDES ALL COSTS ASSOCIATED WITH INSTRUCTION OF 842 STUDENTS. THE SCHOOL OFFERS FINANCIAL AID GRANTS TO QUALIFIED STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $281,939 | ExpenseAmt |
| Revenue | $498,601 | RevenueAmt |
| Desc | AUXILIARY ACTIVITIES INCLUDES SERVICES INDIRECTLY RELATED TO INSTRUCTION SUCH AS STUDENT ACTIVITIES EXPENSES, MUSIC INSTITUTE, DRIVERS EDUCATION, ETC., AS WELL AS SUMMER PROGRAMS AND FACILITIES RENTAL ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $37,099,536 | 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 | Yes (true) | 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 | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | 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 | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 120 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 369 | 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 | Yes (true) | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER MCANDREW CO THE SCHOO | PersonNm |
| Phone | 9146310128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 BENEDICT AVENUE | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10591 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | 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 C CANONI | ||||||||||
| PRESIDENT | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SY STERNBERG | ||||||||||
| VICE PRESIDENT | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN R TORELL IV | ||||||||||
| TREASURER | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SUSAN L WAGNER | ||||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DAVID A BERRY | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER P BOGART | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROGER G BROOKS | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS A CAPUTO | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| H RODGIN COHEN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARIA A DOCTERS | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAWN N FITZPATRICK | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JASON J HOGG | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA HOLDEN-BRYANT | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KAVEH KHOSROWSHAHI | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KEITH R KROEGER | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL H LOWRY | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY D MATLACK | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DIANE D RAPP | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JUMAANE SAUNDERS | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HARVINDER S SANDHU MD | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SARAH UNGER | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA GALLIN YABLON MD | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PETER MCANDREW | ||||||||||
| DIRECTOR OF FINANCE | 40.0 | 0.0 | Yes (X) | $314,958 | $0 | $100,052 | ||||
| MICHAEL WIRTZ | ||||||||||
| HEADMASTER (AS OF 7/16) | 40.0 | 0.0 | Yes (X) | $165,031 | $0 | $22,560 | ||||
| PHILIP J VARIANO | ||||||||||
| ASSISTANT HEADMASTER | 40.0 | 0.0 | $235,319 | $0 | $43,954 | Yes (X) | ||||
| STEVEN BILECA | ||||||||||
| ASSISTANT HEADMASTER | 40.0 | 0.0 | $150,661 | $0 | $30,917 | Yes (X) | ||||
| ANNE E BURNS | ||||||||||
| LOWER SCHOOL DIVISION DIRECTOR | 40.0 | 0.0 | $213,680 | $0 | $41,048 | Yes (X) | ||||
| JOHN P GANNON | ||||||||||
| DIRECTOR OF DEVELOPMENT | 40.0 | 0.0 | $187,072 | $0 | $39,036 | Yes (X) | ||||
| ANDREW M KING | ||||||||||
| UPPER SCHOOL DIVISION DIRECTOR | 40.0 | 0.0 | $162,556 | $0 | $37,297 | Yes (X) | ||||
| CHRISTOPHER MCCOLL | ||||||||||
| DIRECTOR OF ADMISSIONS | 40.0 | 0.0 | $142,791 | $0 | $31,743 | Yes (X) | ||||
| ROSALIE UYOLA | ||||||||||
| DIR OF INSTITUTIONAL RESEARCH | 40.0 | 0.0 | $133,452 | $0 | $13,358 | Yes (X) | ||||
| WALTER C JOHNSON | ||||||||||
| HEADMASTER (to 6/16 - SCH J) | 0.0 | 0.0 | $2,481,635 | $0 | $34,385 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,187,155 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $394,350 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VP Buses LLC dba Supertrans | |||||
| 60 ALEXANDER STREET | YONKERS | NY | 10701 | TRANSPORTATION | $297,497 |
| Architectural Resources Cambridge | |||||
| 501 Boylston Street Suite 4101 | BOSTON | MA | 02116 | Architect | $618,069 |
| CONSIGLI CONSTRUCTION | |||||
| 199 W RD 100 | PLEASANT VALLEY | NY | 12569 | CONSTRUCTION | $30,828,895 |
| Peter Gisolfi Associates | |||||
| 566 Warburton Avenue | HASTINGSONHUNDSON | NY | 10706 | Architect | $258,473 |
| LUCADAMO SONS INC | |||||
| 213 S 13TH STREET | MT VERNON | NY | 10550 | GENERAL CONTRACTORS | $250,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,778,297 | FundraisingAmt |
| Related Organizations | $137,025 | RelatedOrganizationsAmt |
| Government Grants | $710,299 | GovernmentGrantsAmt |
| All Other Contributions | $7,071,688 | AllOtherContributionsAmt |
| Noncash Contributions | $1,954,596 | NoncashContributionsAmt |
| Total Contributions | $9,697,309 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $35,067,606 | $35,067,606 |
| AUXILIARY ACTIVITIES | 532000 | $498,601 | $498,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,566,207 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,759,184 | TotalRevenueColumnAmt |
| Exclusion | $1,759,184 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $617,682 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $244,885 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $372,797 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $372,797 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $280,038 | UnrelatedBusinessRevenueAmt |
| Exclusion | $92,759 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,966,745 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,376,021 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,590,724 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,590,724 | TotalRevenueColumnAmt |
| Exclusion | $2,590,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $138,388 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,769,147 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $138,388 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $9,150 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $9,150 | GamingDirectExpensesAmt |
| Gross Sales Of Inventory | $33,002 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $36,060 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,058 | TotalRevenueColumnAmt |
| Exclusion | -$3,058 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,983,163 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,566,207 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $280,038 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,439,609 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,353,519 | TotalAmt |
| Program Services | $6,353,519 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,007,276 | TotalAmt |
| Program Services | $345,161 | ProgramServicesAmt |
| Management And General | $548,650 | ManagementAndGeneralAmt |
| Fundraising | $113,465 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,561,968 | TotalAmt |
| Program Services | $15,758,587 | ProgramServicesAmt |
| Management And General | $1,290,657 | ManagementAndGeneralAmt |
| Fundraising | $512,724 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,189,001 | TotalAmt |
| Program Services | $1,898,362 | ProgramServicesAmt |
| Management And General | $216,822 | ManagementAndGeneralAmt |
| Fundraising | $73,817 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,439,122 | TotalAmt |
| Program Services | $2,115,273 | ProgramServicesAmt |
| Management And General | $241,597 | ManagementAndGeneralAmt |
| Fundraising | $82,252 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,674,329 | TotalAmt |
| Program Services | $1,452,024 | ProgramServicesAmt |
| Management And General | $165,844 | ManagementAndGeneralAmt |
| Fundraising | $56,461 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,257 | TotalAmt |
| Management And General | $113,257 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,400 | TotalAmt |
| Management And General | $83,400 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,128 | TotalAmt |
| Management And General | $110,128 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,186 | TotalAmt |
| Program Services | $54,181 | ProgramServicesAmt |
| Management And General | $53,115 | ManagementAndGeneralAmt |
| Fundraising | $890 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,447 | TotalAmt |
| Program Services | $259,283 | ProgramServicesAmt |
| Management And General | $396,977 | ManagementAndGeneralAmt |
| Fundraising | $47,187 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,649,783 | TotalAmt |
| Program Services | $1,609,107 | ProgramServicesAmt |
| Management And General | $31,464 | ManagementAndGeneralAmt |
| Fundraising | $9,212 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,215 | TotalAmt |
| Program Services | $63,584 | ProgramServicesAmt |
| Management And General | $1,245 | ManagementAndGeneralAmt |
| Fundraising | $386 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,121 | TotalAmt |
| Management And General | $48,121 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,227,241 | TotalAmt |
| Program Services | $2,581,794 | ProgramServicesAmt |
| Management And General | $516,357 | ManagementAndGeneralAmt |
| Fundraising | $129,090 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,689 | TotalAmt |
| Program Services | $247,345 | ProgramServicesAmt |
| Management And General | $4,842 | ManagementAndGeneralAmt |
| Fundraising | $1,502 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $1,353,948 | $1,290,816 | $55,292 | $7,840 |
| MAINTENANCE | $386,495 | $376,829 | $7,377 | $2,289 |
| ATHLETICS | $603,687 | $603,687 | ||
| OTHER PROGRAM EXPENSES | $2,079,713 | $1,896,616 | $181,416 | $1,681 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,146 | TotalAmt |
| Program Services | $193,368 | ProgramServicesAmt |
| Management And General | $156,473 | ManagementAndGeneralAmt |
| Fundraising | $255,305 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,616,671 | TotalAmt |
| Program Services | $37,099,536 | ProgramServicesAmt |
| Management And General | $4,223,034 | ManagementAndGeneralAmt |
| Fundraising | $1,294,101 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,794,347 | BOYAmt |
| EOY | $19,711,784 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,037,788 | BOYAmt |
| EOY | $4,612,977 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,863,755 | BOYAmt |
| EOY | $1,453,594 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,409 | BOYAmt |
| EOY | $85,398 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,623 | BOYAmt |
| EOY | $19,132 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,804 | BOYAmt |
| EOY | $408,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $151,526,476 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,704,933 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,994,485 | BOYAmt |
| EOY | $114,821,543 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,683,331 | BOYAmt |
| EOY | $66,904,458 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,085,859 | BOYAmt |
| EOY | $4,460,387 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,594 | BOYAmt |
| EOY | $363,318 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,369,995 | BOYAmt |
| EOY | $212,842,119 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,896,087 | BOYAmt |
| EOY | $7,850,422 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,044,710 | BOYAmt |
| EOY | $16,464,514 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,115,000 | BOYAmt |
| EOY | $3,800,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,677,179 | BOYAmt |
| EOY | $4,839,110 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,732,976 | BOYAmt |
| EOY | $32,954,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,854,903 | BOYAmt |
| EOY | $149,015,089 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,593,712 | BOYAmt |
| EOY | $12,854,843 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,188,404 | BOYAmt |
| EOY | $18,018,141 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,637,019 | BOYAmt |
| EOY | $179,888,073 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,369,995 | BOYAmt |
| EOY | $212,842,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,366,492 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,626,428 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $258,134 | OtherChangesInNetAssetsAmt |
| 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 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 37.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 50.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $2,000 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,084,267 | BeginningYearBalanceAmt |
| Contributions | $897,162 | ContributionsAmt |
| Investment Earnings Or Losses | $5,155,326 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $501,302 | GrantsOrScholarshipsAmt |
| Other Expenditures | $183,698 | OtherExpendituresAmt |
| End Year Balance | $41,451,755 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,015,740 | BeginningYearBalanceAmt |
| Contributions | $937,941 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,584,414 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $825,537 | GrantsOrScholarshipsAmt |
| Other Expenditures | $459,463 | OtherExpendituresAmt |
| End Year Balance | $36,084,267 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,936,652 | BeginningYearBalanceAmt |
| Contributions | $1,673,856 | ContributionsAmt |
| Investment Earnings Or Losses | $1,080,232 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $475,844 | GrantsOrScholarshipsAmt |
| Other Expenditures | $199,156 | OtherExpendituresAmt |
| End Year Balance | $39,015,740 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,023,731 | BeginningYearBalanceAmt |
| Contributions | $1,327,407 | ContributionsAmt |
| Investment Earnings Or Losses | $4,091,514 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $358,148 | GrantsOrScholarshipsAmt |
| Other Expenditures | $147,852 | OtherExpendituresAmt |
| End Year Balance | $36,936,652 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,421,012 | BeginningYearBalanceAmt |
| Contributions | $815,259 | ContributionsAmt |
| Investment Earnings Or Losses | $3,209,460 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $298,480 | GrantsOrScholarshipsAmt |
| Other Expenditures | $123,520 | OtherExpendituresAmt |
| End Year Balance | $32,023,731 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.37000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20000 | 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 | $7,874,241 | OtherCostOrOtherBasisAmt |
| Book Value | $7,874,241 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,622,630 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,040,521 | DepreciationAmt |
| Book Value | $56,582,109 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,549,493 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,919,340 | DepreciationAmt |
| Book Value | $1,630,153 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,480,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,745,072 | DepreciationAmt |
| Book Value | $48,735,040 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $114,821,543 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OBLIGATIONS | Desc |
| Amt | $4,839,110 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,839,110 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $47,426,889 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,626,428 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$6,353,519 | OtherRevenueAmt |
| Revenue Not Reported | -$2,727,091 | RevenueNotReportedAmt |
| Revenue Subtotal | $50,153,980 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $110,128 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$280,945 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$170,817 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $49,983,163 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,469,626 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $316,602 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $316,602 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,153,024 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $110,128 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,353,519 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,463,647 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,616,671 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D - PART II - QUESTION 9 | CONSERVATION EASEMENT: THE LAND OWNED BY THE SCHOOL IS INCLUDED IN THE SCHOOL'S BALANCE SHEET. THERE IS NO REVENUE AND MINIMAL EXPENSE ASSOCIATED WITH THE CONSERVATION EASEMENT, AND ACCORDINGLY, THERE IS NO FOOTNOTE DISCLOSURE REGARDING THE EASEMENT. |
| SCHEDULE D - PART V, QUESTION 4 | ENDOWMENT FUNDS: THE SCHOOL'S ENDOWMENT GENERATES A PREDICTABLE STREAM OF REVENUE THAT HELPS FUND ITS PROGRAMS, INCLUDING ITS FINANCIAL AID PROGRAM. |
| SCHEDULE D - PART X QUESTION 2 | ASC 740 - Income Taxes: The School is subject to the provisions of the Financial Accounting Standards Board's ASC Topic 740, Income Taxes, as it relates to accounting and reporting for uncertainty in income taxes. The School pays unrelated business income tax relating to its rental activities; because the School has always recognized the liability related to this unrelated business income and because of the School's general tax-exempt status, management believes ASC Topic 740 has not had, and is not expected to have, a material impact on the School's financial statements. |
| SCHEDULE D - PART XI, QUESTION 2D | RECONCILIATION OF REVENUE PER AUDITED FS WITH REVENUE PER RETURN - REVENUE: INCLUDED IN AUDITED FINANCIAL STATEMENTS BUT NOT ON RETURN: ITEM NETTED WITH REVENUE IN FINANCIAL STATEMENTS: FINANCIAL AID - $6,353,519. |
| SCHEDULE D - PART XI, QUESTION 4B | RECONCILIATION OF REVENUE PER AUDITED FS WITH REVENUE PER RETURN - REVENUE: INCLUDED IN TAX RETURN BUT INCLUDED WITH EXPENSES WITHIN FINANCIAL STATEMENTS: COST OF GOODS SOLD ($36,060) Rental expense ($244,885) Total ($280,945) |
| SCHEDULE D - PART XII - QUESTION 2D | RECONCILIATION OF EXPENSES PER AUDITED FS WITH EXPENSES PER RETURN - EXPENSES: INCLUDED IN AUDITED FINANCIAL STATEMENTS BUT NOT INCLUDED IN EXPENSES ON RETURN: COST OF GOODS SOLD $36,060 Rental expense $244,885 Bad debt expense $35,657 Total $316,602 |
| SCHEDULE D - PART XII, QUESTION 4B | RECONCILIATION OF EXPENSES PER AUDITED FS WITH EXPENSES PER RETURN - EXPENSES: INCLUDED IN TAX RETURN BUT NOT IN FINANCIALS STATEMENTS: ITEM NETTED WITH REVENUE IN FINANCIAL STATEMENTS: FINANCIAL AID: $6,353,519. |
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 |
|---|---|
| QUESTION 3 | NONDISCRIMINATORY POLICY THE SCHOOL ANNUALLY PUBLISHES ITS NONDISCRIMINATION POLICY IN THE NEW YORK TIMES. |
| QUESTION 6A | FINANCIAL AID THE SCHOOL RECEIVES FUNDS FROM NEW YORK STATE FOR MANDATED SERVICES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $4,108,892 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $4,108,892 | SubtotalSpentAmt |
| Total Spent | $4,108,892 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3, COLUMN (F) | AMOUNTS REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING. |
| PART IV, QUESTION 3 | The School is not required to file form 5471, since its interest does not meet the criteria for the filing requirement. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LEGACY GALA | Event1Nm |
| Gross Receipts Event1 | $1,907,535 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,769,147 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $138,388 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $114,552 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $23,836 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $1,907,535 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,769,147 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $138,388 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $114,552 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,836 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $138,388 | DirectExpenseSummaryEventsAmt |
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 assistance | GrantTypeTxt |
| Recipient | 178 | RecipientCnt |
| Non Cash Assistance | $6,353,519 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | Tuition Reduction | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Financial Aid Policy | FormAndLineReferenceDesc |
| Explanation | HACKLEY'S FINANCIAL AID OFFICE REVIEWS PARENTS' FINANCIAL STATEMENTS, INCLUDING INDIVIDUAL TAX RETURNS, AND AWARDS AID ON THE BASIS OF DEMONSTRATED NEED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WALTER C JOHNSON | ||||||||||||||
| HEADMASTER (to 6/16 - SCH J) | $239,777 | $0 | $0 | $0 | $2,241,858 | $0 | $23,110 | $0 | $11,275 | $0 | $2,516,020 | $0 | $938,808 | $0 |
| PETER MCANDREW | ||||||||||||||
| DIRECTOR OF FINANCE | $314,958 | $0 | $0 | $0 | $0 | $0 | $80,399 | $0 | $19,653 | $0 | $415,010 | $0 | $0 | $0 |
| PHILIP J VARIANO | ||||||||||||||
| ASSISTANT HEADMASTER | $235,319 | $0 | $0 | $0 | $0 | $0 | $23,384 | $0 | $20,570 | $0 | $279,273 | $0 | $0 | $0 |
| ANNE E BURNS | ||||||||||||||
| LOWER SCHOOL DIVISION DIRECTOR | $213,680 | $0 | $0 | $0 | $0 | $0 | $21,395 | $0 | $19,653 | $0 | $254,728 | $0 | $0 | $0 |
| JOHN P GANNON | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $187,072 | $0 | $0 | $0 | $0 | $0 | $19,383 | $0 | $19,653 | $0 | $226,108 | $0 | $0 | $0 |
| MICHAEL WIRTZ | ||||||||||||||
| HEADMASTER (AS OF 7/16) | $165,031 | $0 | $0 | $0 | $0 | $0 | $12,188 | $0 | $10,372 | $0 | $187,591 | $0 | $0 | $0 |
| ANDREW M KING | ||||||||||||||
| UPPER SCHOOL DIVISION DIRECTOR | $162,556 | $0 | $0 | $0 | $0 | $0 | $16,727 | $0 | $20,570 | $0 | $199,853 | $0 | $0 | $0 |
| STEVEN BILECA | ||||||||||||||
| ASSISTANT HEADMASTER | $150,661 | $0 | $0 | $0 | $0 | $0 | $11,799 | $0 | $19,118 | $0 | $181,578 | $0 | $0 | $0 |
| CHRISTOPHER MCCOLL | ||||||||||||||
| DIRECTOR OF ADMISSIONS | $142,791 | $0 | $0 | $0 | $0 | $0 | $11,173 | $0 | $20,570 | $0 | $174,534 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINES 1A AND 1B | IT IS A REQUIREMENT OF THE HEADMASTER TO LIVE ON CAMPUS, AS BOARDING STUDENTS RESIDE AT THE SCHOOL. SINCE THE HEADMASTER'S HOME SERVES AS HIS PERMANENT RESIDENCE, PERSONAL USE OF THE HOME DOES OCCUR. THE SCHOOL PAYS FOR A CLEANING SERVICE FOR THE HOME, AS NEEDED. ALL BENEFITS FOR THE HEADMASTER ARE CONTAINED IN THE RESPECTIVE EMPLOYMENT CONTRACT. |
| Schedule J, PART I, LINE 4B | Under the terms of the deceased Headmaster's employment agreement, THE SCHOOL ESTABLISHED TWO SUPPLEmental RETIREMENT PLANS IN 2002 UNDER WHICH THE SCHOOL CONTRIBUTED AMOUNTS ON THE HEADMASTER'S BEHALF, AND THE HEADMASTER MADE his own contributions. See the supplementary information for Schedule J, Part II, Line 1 for additional information. In fiscal-year 2010, the School established a supplemental retirement plan for the Director of Finance, under which the School contributes amounts on the Director of Finance's behalF. DURING 2016, THE SCHOOL CONTRIBUTED $53,899 TO HIS ACCOUNT. |
| SCHEDULE J, PART II, LINE 1 | UNDER THE TERMS OF THE FORMER HEADMASTER'S EMPLOYMENT AGREEMENT, WHICH COMMENCED IN JULY 2013, THE AGREEMENT CALLED FOR AN UNFUNDED LIABILITY WHICH WAS SCHEDULED TO BE FUNDED THROUGH THE SUPPLEMENTAL RETIREMENT PLAN DURING 2016. IN MAY 2016, THE SCHOOL FUNDED THE AFOREMENTIONED SCHEDULED CONTRIBUTIONS INTO THE SUPPLEMENTAL RETIREMENT PLAN AND THE TOTAL AMOUNT IS REPORTED AS OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, LINE 1, COLUMN (B)(III). IN JUNE 2016, THE SCHOOL'S HEADMASTER PASSED AWAY. ACCORDINGLY, IN JULY 2016, THE ACCUMULATED BALANCE WITHIN THE SUPPLEMENTAL RETIREMENT ACCOUNTS WAS LIQUIDATED AND DISTRIBUTED TO HIS ESTATE. COMPENSATION EARNED IN CALENDAR 2016, ALONG WITH THE PAYMENTS AND DISTRIBUTIONS AS OUTLINED ABOVE, ARE REPORTED AS A COMPONENT OF TOTAL COMPENSATION IN FORM 990, PART VII AND SCHEDULE J, PART II. THE DISTRIBUTION INCLUDED DEFERRED COMPENSATION PREVIOUSLY REPORTED IN PRIOR-YEARS' FORM 990S OF $938,808. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY OF WESTCHESTER INDUSTRIAL DEVELOP AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521294265 | BondIssuerEIN |
| CUSIP | 957368FMO | CUSIPNum |
| Bond Issued | 2004-01-02 | BondIssuedDt |
| Issue Price | $16,000,000 | IssuePriceAmt |
| Purpose | FINANCING RENOVATIONS | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $12,200,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $16,000,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $714,662 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $274,337 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $15,285,739 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $541 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 38 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,884,152 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,590 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TICKETS SPORTING/OTHER EVENTS | 4 | $19,917 | FMV |
| Yes (X) | Equipment/musical INSTRUMENTS | 9 | $9,840 | FMV |
| Yes (X) | STEINWAY BABY GRAND PIANO | 1 | $29,500 | FMV |
| Yes (X) | OTHER | 2 | $3,056 | FMV. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| 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 | Part 1 Line 32b | FormAndLineReferenceDesc |
| Explanation | The School uses TD Ameritrade to sell donated securities. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, LINE 4 | THE SCHOOL MADE THE FOLLOWING CHANGES TO ITS BY-LAWS: 1. A "PARENT" TRUSTEE DESIGNATION WAS ADDED. 2. The Conflict of Interest section WAS removed because it was unnecessary to include in THE By-laws. NY law sets forth the standards and THE SCHOOL dealS with the law in THEIR WRITTEN policy WITH the audit committee's oversight. 3. THE requirement for THE FULL Board to approve THE annual budget and certain other detailed financial activities WAS REMOVED. 4. Any officer of the Board can be removed by 2/3rds vote of THE WHOLE Board. 5. THE Head of School can be dismissed with 2/3rds vote of THE Board. 6. THE Director of Finance AND CAMPUS PLANNING can now be dismissed by the Head of School, in consultation with the Treasurer and Chair of THE Finance Committee, Previously ONLY the Board had such dismissal authority. 7. Specific Finance Committee delegation of authority of expenditures more than $200K has been removed. 8. Composition requirements for the Audit Committee have been removed FOR CONSISTENCY AMONG COMMITTEE COMPOSiTIONS. REQUIREMENT FOR INDEPENDENCE STILL EXITS. 9. Non-discrimination provision is removed as the provision is included in the annual publication statement performed by the school. |
| PART VI, LINE 11B | FORM 990 REVIEW PROCESS: The 990 is reviewed by the audit committee of the board and then presented to the full board for review and approval, with copies being distributed in advance. PART VI, LINE 12C Conflict of Interest Policy: The conflict of interest policy is distributed annually along with a declaration form to key personnel and administrators, as well as all trustees. The business office collects all declaration forms and prepares a memo of all known conflicts for the Chair of the Audit Committee, the Headmaster, and the President of the Board to review. |
| PART VI, LINES 15A AND 15B | Determining compensation: The HEADMASTER sets compensation pools for all employees except for himself and the Director of Finance. The Director of Finance's compensation is set by the HEADMASTER in conjunction with the Board. Compensation is based on comparable data obtained from peer institutions and an association of independent schools. The HEADMASTER'S compensation is determined by the board of trustees' executive committee. An assessment of performance along with comparable data provided both by peer schools and by an independent consultant are used to determine this compensation. The HEADMASTER and Director of Finance have written employment contracts. |
| PART VI, LINE 19 | GOVERNING DOCUMENTS: THE School'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC, UPON REQUEST. |
| PART XI, LINE 9 | RECONCILIATION OF NET ASSETS OTHER CHANGES IN NET ASSETS CONSIST OF: Change in Post Retirement Benefits $293,791 LOSS ON UNCOLLECTIBLE PLEDGES (35,657) TOTAL $(258,134) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HACKLEY ALUMNI ENDOWMENT FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 BENEDICT AVENUE | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10591 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136068876 | EIN |
| Primary Activities | CHARITABLE | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |