2017-02-07T11:46:52-06:00 2016-06-30 131459550 WeiserMazars LLP 135 WEST 50TH STREET NEW YORK NY 100200002 990 2015-07-01 112611384 The Berkeley Carroll School BERK 7185346579 152 Sterling Place Brooklyn NY 11217 Robert D Vitalo head of school 7185346579 2017-02-07 1 Israel Tannenbaum P01589203 2128127000 2015 2021-01-29 14:40:06Z Robert D Vitalo 152 Sterling Place Brooklyn NY 11217 45765031 0 X www.berkeleycarroll.org X 1982 NY TO PROVIDE PRIMARY AND SECONDARY EDUCATION THROUGH A DEMANDING CURRICULUM AND VIBRANT CIVIC LIFE TO STUDENTS FROM PRESCHOOL THROUGH GRADE 12, WHERE DEVOTED TEACHERS CHALLENGE AND ENGAGE TALENTED STUDENTS. 24 24 437 120 0 0 1553849 6478839 35213624 38616140 185072 191216 218820 191637 37171365 45477832 4781472 5460755 0 0 21292357 22539382 142500 132250 1835810 10131627 11428710 36347956 39561097 823409 5916735 60936536 75336917 41538221 51672443 19398315 23664474 X A passion for learning is at the heart of Berkeley Carroll. The school is a creative and intellectual community where devoted teachers challenge and engage talented students. Our demanding curriculum and vibrant civic life prepare our diverse graduates for success in college and for the greater endeavor-a life of critical, ethical, and global thinking. 0 0 34607321 5460755 36933214 The Berkeley Carroll School provides primary and secondary education to its students from preschool through twelfth grade. The school had 942 students in the 2015/2016 year. 590632 1143231 The School offers two summer programs that run from June through August of each year. Each program had approximately 160-560 children in the 2015/2016 year. 382422 588916 The School operates an athletic center that offers after school and weekend gym and swimming classes to its students and the community. 35580375 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 1 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 90 0 1 437 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X Arunie Dias 7185346579 152 Sterling Place Brooklyn NY 11217 Stephanie Holmes trustee 3.00 X 0 0 0 Michael Miller Secretary 10.00 X X 0 0 0 Lydia Denworth Chair 10.00 X X 0 0 0 Ann-Marie Cascarino trustee 3.00 X 0 0 0 Amy Bender Vice Chair 10.00 X X 0 0 0 Susan Marcinek trustee 3.00 X 0 0 0 Stacey Reiss Trustee 3.00 X 0 0 0 Eric Chapman Trustee 3.00 X 0 0 0 Mark Cheffo Trustee 3.00 X 0 0 0 Andrew Fabens Trustee 3.00 X 0 0 0 Shirley Hedden Trustee 3.00 X 0 0 0 Anthony Cornicello Trustee 3.00 X 0 0 0 Shawn Austin Trustee 3.00 X 0 0 0 Richard Greenspan Trustee 3.00 X 0 0 0 Lawrence Kaplen trustee 3.00 X 0 0 0 Jay Rao Trustee 3.00 X 0 0 0 Christina Shane Trustee 3.00 X 0 0 0 George Sweeting Trustee 3.00 X 0 0 0 Sarada Krishnamurthy Trustee 3.00 X 0 0 0 Charles Ruble IV trustee 3.00 X 0 0 0 Joseph Polizzotto trustee 3.00 X 0 0 0 Michael Weaver trustee 3.00 X 0 0 0 Christopher Welch Treasurer 10.00 X X 0 0 0 Virginia Freire trustee 3.00 X 0 0 0 Robert D Vitalo Head of School 60.00 X 592276 0 98861 Robert Isabella Chief Operating Officer/CFO 60.00 X 241823 0 27498 Brandon Clarke Asst Head for Program 50.00 X 172776 0 21242 Arunie Dias Director of Finance 50.00 X 155138 0 20579 James Shapiro MS Director 50.00 X 172522 0 21950 Jane Moore US Director 50.00 X 179972 0 21122 Amanda Pike LS Director 40.00 X 135326 0 13390 Richard Mcgrath Director of Athletics 40.00 X 139478 0 11703 Nancy Holodak Dir of Edu Des & Inn 40.00 X 161163 0 18292 Linda Adams Director of Communications 40.00 X 158803 0 17730 Brandie Melendez-Pinti Dir of Equity, Comm & Inclusion 40.00 X 143205 0 27332 2252482 0 299699 25 0 1 0 Shawmut Design & Construction 560 Harrison Avenue Boston MA 02118 Construction 1842859 School Bus by Superior Inc 431 North Cortland St East Stroudsburg PA 18301 Bus Services 861744 Flik International Corp PO Box 417632 Boston MA 022417632 Food Services 821510 1100 Architect PC 475 10th Ave 10th Fl New York NY 10018 Architect 536905 Seamus Henchy & Associates Inc 145 Hudson Street New York NY 10013 Owners Rep 310059 5 244877 573254 5660708 6478839 student tuition 611600 36376058 36376058 Auxiliary services 900099 2204587 2204587 Fees/Finance Charges 900099 35495 35495 38616140 191216 191216 214496 88876 125620 125620 125620 215119 244877 198323 16796 16796 other 900099 49221 49221 49221 45477832 38665361 0 333632 5460755 5460755 1791699 1611551 95275 84873 16853605 15159040 896203 798362 869719 782272 46248 41199 1728568 1554759 91922 81887 1295791 1165504 68905 61382 62762 31381 31381 63499 63499 132250 132250 305038 259311 26674 19053 107385 89304 4520 13561 630452 487950 70234 72268 356378 278302 54907 23169 1495820 1306898 124455 64467 920385 920385 1113628 946584 111363 55681 3131731 2661971 313173 156587 354242 265682 53136 35424 instruction 2135857 2135857 professional developmen 295976 264316 23495 8165 Schoolwide events 216916 84684 14923 117309 other 171913 101509 54599 15805 66728 12360 54368 39561097 35580375 2144912 1835810 1545243 2079744 4398889 13645751 284486 3419611 195811 231883 665366 914369 64522163 17935235 45435378 46586928 7961014 8058789 450349 399842 60936536 75336917 2983540 3563149 6110875 14925213 24885000 24370000 6210000 6011930 1348806 2802151 41538221 51672443 X 14177165 15170318 1968388 5036305 3252762 3457851 19398315 23664474 60936536 75336917 X 5916735 -68866 -1581710 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6697975 205089 49079 151995 6800148 6531173 74331 101389 8918 6697975 5905499 152245 482727 9298 6531173 5059402 541803 389939 85645 5905499 3254396 1843913 49871 84278 4500 5059402 0.31000 0.51000 0.18000 0 0 2826000 2826000 55046856 15889598 39157258 4307487 2045637 2261850 2341820 2341820 46586928 interest rate swap agreement 2802151 2802151 X 38455377 -68866 -1492834 -1561700 40017077 5460755 5460755 45477832 34189218 88876 88876 34100342 5460755 5460755 39561097 Part V, Line 4: The School's endowment is to be used for providing financial aid for need based students, professional development for faculty and staff, and to support other instructional programs. Part X, Line 2: The School is no longer subject to federal and state income tax examinations by the respective taxing authorities for the years prior to 2013. Part XI, Line 2d - Other Adjustments: Rental Expenses netted against rental income Unrealized loss on interest rate swaps Part XI, Line 4b - Other Adjustments: Financial Aid Part XII, Line 2d - Other Adjustments: Rental expenses netted against rental income Part XII, Line 4b - Other Adjustments: Financial aid 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The School annually publishes its nondiscrimination policy in the employee handbook and student Parent handbook and posts the policy on its Website. Schedule E, Part I, Line 6 The School receives an annual grant from the New York State Department of Education based on the number of students attending. X X X X X X X 1 Community Counselling Services 461 Fifth Avenue New york NY 10017 Fund Raising Study/ Campaign Management 0 836628 132250 704378 836628 132250 704378 NY Auction 353316 165777 187539 112503 48325 Golf Outing 106680 79100 27580 29180 8315 1 459996 244877 215119 141683 56640 198323 16796 Schedule G, Part I, Line 2b, Column (v) Fund Raising Study/ Campaign Management 1 FINANCIAL AID FOR STUDENT TUITION 212 5460755 Part I, Line 2: Student Aid is awarded on an annual basis, based on the need of the family. The following procedures are followed when granting aid: Parents start the application process by submitting an application to TADS (Tuition Aid Data Services) which provides an independent opinion of an appropriate need-based award amount to the school. The school's financial aid committee then reviews the application and other relevant documentation, along with the recommendations by TADS, and determines the financial aid amount to be awarded to each student. The Aid is then added to the student's contract which is accessible to the family through infosnap (online contract program) which shows the aid that is applied to the students tuition, reducing the total amount of tuition to be paid for the year. X X X X X X 0 0 0 0 0 0 0 0 0 Robert D Vitalo Head of School 592276 0 0 0 0 0 90900 0 7961 0 691137 0 0 0 Robert Isabella Chief Operating Officer/CFO 241823 0 0 0 0 0 19536 0 7962 0 269321 0 0 0 Brandon Clarke Asst Head for Program 172776 0 0 0 0 0 13280 0 7962 0 194018 0 0 0 Arunie Dias Director of Finance 155138 0 0 0 0 0 12617 0 7962 0 175717 0 0 0 James Shapiro MS Director 172522 0 0 0 0 0 17340 0 4610 0 194472 0 0 0 Jane Moore US Director 179972 0 0 0 0 0 13209 0 7913 0 201094 0 0 0 Richard Mcgrath Director of Athletics 139478 0 0 0 0 0 7764 0 3939 0 151181 0 0 0 Nancy Holodak Dir of Edu Des & Inn 161163 0 0 0 0 0 10379 0 7913 0 179455 0 0 0 Linda Adams Director of Communications 158803 0 0 0 0 0 9768 0 7962 0 176533 0 0 0 Brandie Melendez-Pinti Dir of Equity, Comm & Inclusion 143205 0 0 0 0 0 9302 0 18030 0 170537 0 0 0 A Build NYC Resource Corporation 455311842 2014-06-03 25380000 0 0 0 A 25380000 500854 14900000 10480000 2013 0 0 1 1 A 0 0 0 1 1 1 Citizens Bank 10.000000000000 0 0 0 0 0 A 0 Form 990, Part VI, Section B, line 11 The completed Form 990 is approved by the Head of School and entire Board before it is filed. Form 990, Part VI, Section B, line 12c On an annual basis, all trustees, officers and key employees sign a conflict of interest policy statement. During routine reviews of the vendor contracts by the COO and Head of the School, compliance with the Conflict of Interest Policy is ensured. Form 990, Part VI, Section B, line 15a Whenever an employment contract for the Head of School is to be prepared, an ad hoc committee of the Board of Trustees is formed. In addition, an independent consultant is hired to provide independent research and comparability data. The School's law firm gets involved in providing exact language for the contract, amounts and methods of compensation. All other employment contracts are determined by the Head of School who refers to the National Association of Independent Schools and market comparability data when deciding on all compensation. This was last performed for the 2012/2013 year. Form 990, Part VI, Section C, line 19 The School provides copies of its governing documentation, conflict of interest policy and financial statements to the general public upon request. Form 990, Part XI, line 9: unrealized loss on interest rate swap -1,581,710.