ST LUKES SCHOOL: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ST LUKES SCHOOL (EIN 45-5288724)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-26
- IRS object ID
- 201731169349300328
- Schema version
- 2015v3.0
- 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 G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-26T14:52:21-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131517563 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455288724 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STLU | BusinessNameControlTxt |
| Phone | 2129245960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 487 HUDSON STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W BARTON BALDWIN | PersonNm |
| Person Title | HEAD OF SCHOOL/TRUSTEE | PersonTitleTxt |
| Phone | 2129245960 | PhoneNum |
| Signature | 2017-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON SHAPIRO | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | W BARTON BALDWIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 487 HUDSON STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,314,912 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STLUKESCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | A COEDUCATIONAL EPISCOPAL DAY SCHOOL, GRADES JUNIOR K THROUGH 8, FOR STUDENTS OF ALL FAITHS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 105 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,616,056 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,394,786 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,451,184 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,759,268 | CYProgramServiceRevenueAmt |
| PY Investment Income | $56,396 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,136 | CYInvestmentIncomeAmt |
| PY Other Revenue | $64,159 | PYOtherRevenueAmt |
| CY Other Revenue | $53,711 | CYOtherRevenueAmt |
| PY Total Revenue | $13,187,795 | PYTotalRevenueAmt |
| CY Total Revenue | $16,250,901 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,303,425 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,485,293 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,192,167 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,925,848 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $487,378 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,458,402 | PYOtherExpensesAmt |
| CY Other Expenses | $3,923,174 | CYOtherExpensesAmt |
| PY Total Expenses | $9,953,994 | PYTotalExpensesAmt |
| CY Total Expenses | $12,334,315 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,233,801 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,916,586 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,854,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,998,560 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,208,385 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,502,523 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,646,263 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,496,037 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,256,451 | ExpenseAmt |
| Grant | $1,485,293 | GrantAmt |
| Revenue | $11,759,268 | RevenueAmt |
| Desc | THE SCHOOL PROVIDED A CONTINUOUS EDUCATION PROGRAM FOR BOYS AND GIRLS FROM PRESCHOOL THROUGH EIGHTH GRADE. THE SCHOOL PROVIDED EDUCATION TO 275 STUDENTS IN THE CURRENT SCHOOL YEAR. | Desc |
| Total Program Service Expenses | $9,256,451 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 105 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRGITTA HANAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129245960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 487 HUDSON STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| NISHA MCGREEVY | |||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARC BODDEWYN | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHEILA DAVIDSON | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD D'ALBERT | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAUL SMITH | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| W BARTON BALDWIN | |||||||
| HEAD OF SCHOOL/TRUSTEE | 40.00 | Yes (X) | Yes (X) | $311,998 | $0 | $36,458 | |
| SUDIE ANNING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAUDE DAVIES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VALERIE PELS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY RICE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE REVEREND CAROLINE STACEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELENA ADDOMINE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EVAN CARZIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER ANIKST | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG ELLIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOLLY FOGLE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLA GEORGIADES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TINA JOHNSON HATTAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANITA LAHEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MCGRAW | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB SNYDER | |||||||
| TRUSTEE/ALUMNI COORDINATOR | 11.00 | Yes (X) | $14,306 | $0 | $0 | ||
| JOSEPH WOOD | |||||||
| TRUSTEE/ATHLETIC DIRECTOR | 40.00 | Yes (X) | $99,097 | $0 | $40,537 | ||
| LINDA MAXWELL | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $196,381 | $0 | $19,406 | ||
| LYNETTE SPYROPOULOS | |||||||
| HEAD OF UPPER SCHOOL | 40.00 | $180,755 | $0 | $28,417 | Yes (X) | ||
| MARYANN HOFFMAN | |||||||
| HEAD OF LOWER SCHOOL | 40.00 | $155,287 | $0 | $24,381 | Yes (X) | ||
| CLINTON RATACZAK | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $129,689 | $0 | $23,353 | Yes (X) | ||
| SHERRY FROMAN | |||||||
| LOWER SCHOOL TEACHER | 40.00 | $127,567 | $0 | $25,553 | Yes (X) | ||
| SUSAN HARRIOT | |||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $122,108 | $0 | $47,861 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,337,188 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $245,966 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW BARTEL ARCHITECTS | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 W 20TH STREET SUITE 1201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION | ServicesDesc |
| Compensation | $621,234 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $294,378 | FundraisingAmt |
| All Other Contributions | $4,100,408 | AllOtherContributionsAmt |
| Total Contributions | $4,394,786 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION AND FEES | 611710 | $10,857,026 | $10,857,026 |
| AFTER-SCHOOL FEES | 611710 | $433,820 | $433,820 |
| AUXILIARY FEES | 611710 | $348,309 | $348,309 |
| LUNCH PROGRAM | 611710 | $120,113 | $120,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,759,268 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,136 | TotalRevenueColumnAmt |
| Exclusion | $43,136 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,380 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,380 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $25,153 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $294,378 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,631 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,478 | TotalRevenueColumnAmt |
| Exclusion | -$28,478 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $80,000 | TotalRevenueColumnAmt |
| Exclusion | $80,000 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,189 | TotalRevenueColumnAmt |
| Exclusion | $2,189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $82,189 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,250,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,759,268 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $96,847 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,485,293 | TotalAmt |
| Program Services | $1,485,293 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,054 | TotalAmt |
| Program Services | $532,330 | ProgramServicesAmt |
| Management And General | $164,112 | ManagementAndGeneralAmt |
| Fundraising | $43,612 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,946,756 | TotalAmt |
| Program Services | $3,419,271 | ProgramServicesAmt |
| Management And General | $1,313,219 | ManagementAndGeneralAmt |
| Fundraising | $214,266 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,336 | TotalAmt |
| Program Services | $205,559 | ProgramServicesAmt |
| Management And General | $88,564 | ManagementAndGeneralAmt |
| Fundraising | $14,213 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,659 | TotalAmt |
| Program Services | $349,908 | ProgramServicesAmt |
| Management And General | $158,135 | ManagementAndGeneralAmt |
| Fundraising | $25,616 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,043 | TotalAmt |
| Program Services | $268,004 | ProgramServicesAmt |
| Management And General | $110,999 | ManagementAndGeneralAmt |
| Fundraising | $18,040 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,379 | TotalAmt |
| Management And General | $46,379 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,096 | TotalAmt |
| Management And General | $26,096 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,963 | TotalAmt |
| Program Services | $62,284 | ProgramServicesAmt |
| Management And General | $122,791 | ManagementAndGeneralAmt |
| Fundraising | $2,888 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784,359 | TotalAmt |
| Program Services | $577,489 | ProgramServicesAmt |
| Management And General | $185,859 | ManagementAndGeneralAmt |
| Fundraising | $21,011 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,059 | TotalAmt |
| Program Services | $128,261 | ProgramServicesAmt |
| Management And General | $29,068 | ManagementAndGeneralAmt |
| Fundraising | $12,730 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,119,325 | TotalAmt |
| Program Services | $1,928,798 | ProgramServicesAmt |
| Management And General | $79,898 | ManagementAndGeneralAmt |
| Fundraising | $110,629 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,073 | TotalAmt |
| Program Services | $81,651 | ProgramServicesAmt |
| Management And General | $55,876 | ManagementAndGeneralAmt |
| Fundraising | $3,546 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,098 | TotalAmt |
| Program Services | $217,603 | ProgramServicesAmt |
| Management And General | $9,014 | ManagementAndGeneralAmt |
| Fundraising | $12,481 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,095 | TotalAmt |
| Management And General | $99,095 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT | Desc |
| Total | $6,000 | TotalAmt |
| Management And General | $6,000 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,727 | TotalAmt |
| Management And General | $95,381 | ManagementAndGeneralAmt |
| Fundraising | $8,346 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,334,315 | TotalAmt |
| Program Services | $9,256,451 | ProgramServicesAmt |
| Management And General | $2,590,486 | ManagementAndGeneralAmt |
| Fundraising | $487,378 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726,713 | BOYAmt |
| EOY | $16,008 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,381,043 | BOYAmt |
| EOY | $4,329,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,783 | BOYAmt |
| EOY | $7,218 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,153 | BOYAmt |
| EOY | $257,278 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,802,408 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $798,420 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,095,109 | BOYAmt |
| EOY | $15,003,988 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,337,749 | BOYAmt |
| EOY | $2,301,999 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,098 | BOYAmt |
| EOY | $83,069 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,854,648 | BOYAmt |
| EOY | $21,998,560 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,181,119 | BOYAmt |
| EOY | $1,844,275 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,920,437 | BOYAmt |
| EOY | $1,845,226 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,619,800 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,829 | BOYAmt |
| EOY | $1,193,222 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,208,385 | BOYAmt |
| EOY | $6,502,523 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,845,081 | BOYAmt |
| EOY | $13,858,570 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,872 | BOYAmt |
| EOY | $280,528 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,440,310 | BOYAmt |
| EOY | $1,356,939 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,646,263 | BOYAmt |
| EOY | $15,496,037 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,854,648 | BOYAmt |
| EOY | $21,998,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,916,586 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$66,812 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,741,170 | BeginningYearBalanceAmt |
| Contributions | $1,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,151 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $181,049 | OtherExpendituresAmt |
| Administrative Expenses | $26,043 | AdministrativeExpensesAmt |
| End Year Balance | $2,534,427 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,771,980 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | $87,687 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $94,697 | OtherExpendituresAmt |
| Administrative Expenses | $26,800 | AdministrativeExpensesAmt |
| End Year Balance | $2,741,170 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,640,724 | BeginningYearBalanceAmt |
| Contributions | $6,000 | ContributionsAmt |
| Investment Earnings Or Losses | $215,850 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $90,594 | OtherExpendituresAmt |
| End Year Balance | $2,771,980 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $2,563,115 | ContributionsAmt |
| Investment Earnings Or Losses | $85,066 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,457 | AdministrativeExpensesAmt |
| End Year Balance | $2,640,724 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.54000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,537,490 | OtherCostOrOtherBasisAmt |
| Depreciation | $681,451 | DepreciationAmt |
| Book Value | $2,856,039 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $218,082 | OtherCostOrOtherBasisAmt |
| Depreciation | $116,969 | DepreciationAmt |
| Book Value | $101,113 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,046,836 | OtherCostOrOtherBasisAmt |
| Book Value | $12,046,836 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,003,988 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $1,193,222 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,193,222 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,726,331 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$66,812 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $53,631 | OtherRevenueAmt |
| Revenue Not Reported | -$13,181 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,739,512 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $26,096 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,485,293 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,511,389 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,250,901 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,876,557 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $53,631 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $53,631 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,822,926 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $26,096 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,485,293 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,511,389 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,334,315 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR LIBRARY REFERENCE, SCHOLARSHIPS, BRIDGE TO THE FUTURE FUND AND THE GENERAL ENDOWMENT FUND. |
| PART X, LINE 2: | THE SCHOOL HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2013 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT COST OF SPECIAL EVENTS 53,631. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,431,293. AFTER SCHOOL FINANCIAL AID 54,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT COST OF SPECIAL EVENTS 53,631. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,431,293. AFTER SCHOOL FINANCIAL AID 54,000. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE SCHOOL PARTICIPATES IN ISAAGNY (INDEPENDENT SCHOOLS ADMISSIONS ASSOCIATION OF GREATER NEW YORK). THIS ORGANIZATION DISCLOSES AND PUBLICIZES THE NONDISCRIMINATION POLICY FOR ALL MEMBER SCHOOLS. |
| SCHEDULE E, PART I, LINE 6 | ST. LUKE'S SCHOOL RECEIVES FUNDS FROM THE NEW YORK STATE EDUCATION DEPARTMENT AS A REIMBURSEMENT FOR COMPLYING WITH MANDATES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING GALA | Event1Nm |
| Gross Receipts Event1 | $319,531 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $294,378 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,153 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $20,150 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $944 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $29,537 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $319,531 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $294,378 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $25,153 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $20,150 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $944 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,537 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,631 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$28,478 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL AID | 48 | $1,431,293 |
| AFTER SCHOOL FINANCIAL AID | 24 | $54,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AWARDS BASED ON FINANCIAL NEED ARE DETERMINED BY ASSESSING OF THE TADS APPLICATION, TAX RETURN, AND RELATED FINANCIAL DOCUMENTATION. THE FINANCIAL COMMITTEE DETERMINES NEED BASED AWARDS. FACULTY PARENTS ARE SUBJECT TO THE PROCEDURES AND GUIDELINES OF THE PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| W BARTON BALDWIN | ||||||||||||||
| HEAD OF SCHOOL/TRUSTEE | $311,998 | $0 | $0 | $0 | $0 | $0 | $23,392 | $0 | $13,066 | $0 | $348,456 | $0 | $0 | $0 |
| LINDA MAXWELL | ||||||||||||||
| DIRECTOR OF FINANCE | $196,381 | $0 | $0 | $0 | $0 | $0 | $15,036 | $0 | $4,370 | $0 | $215,787 | $0 | $0 | $0 |
| LYNETTE SPYROPOULOS | ||||||||||||||
| HEAD OF UPPER SCHOOL | $180,755 | $0 | $0 | $0 | $0 | $0 | $18,090 | $0 | $10,327 | $0 | $209,172 | $0 | $0 | $0 |
| MARYANN HOFFMAN | ||||||||||||||
| HEAD OF LOWER SCHOOL | $155,287 | $0 | $0 | $0 | $0 | $0 | $11,818 | $0 | $12,563 | $0 | $179,668 | $0 | $0 | $0 |
| CLINTON RATACZAK | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $129,689 | $0 | $0 | $0 | $0 | $0 | $12,787 | $0 | $10,566 | $0 | $153,042 | $0 | $0 | $0 |
| SHERRY FROMAN | ||||||||||||||
| LOWER SCHOOL TEACHER | $127,567 | $0 | $0 | $0 | $0 | $0 | $12,152 | $0 | $13,401 | $0 | $153,120 | $0 | $0 | $0 |
| SUSAN HARRIOT | ||||||||||||||
| DIRECTOR OF ADMISSIONS | $122,108 | $0 | $0 | $0 | $0 | $0 | $10,613 | $0 | $37,248 | $0 | $169,969 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: | AT ST. LUKE'S, WE SEEK TO GIVE OUR STUDENTS A SOUND COGNITIVE FOUNDATION FOR THEIR LIVES AND PREPARE THEM FOR ADMISSION TO AND CONTINUING SUCCESS IN FUTURE SCHOOLS. AS AN EPISCOPAL CHURCH SCHOOL, AND THROUGH OUR AFFILIATION WITH THE CHURCH OF ST. LUKE IN THE FIELDS, WE ALSO SEEK TO DO SOMETHING MORE. ST. LUKE'S IS A SMALL SCHOOL, DELIBERATELY. ITS SIZE ENABLES US TO FOCUS ON EACH CHILD AS AN INDIVIDUAL. ITS SIZE ALSO ALLOWS EVERYONE TO KNOW EVERYONE ELSE. IT FOSTERS A FEELING OF FAMILY - A SUPPORTIVE CLIMATE OF TRUST AND UNDERSTANDING, COMMUNICATING VALUES AND BUILDING COMMUNITY. IN THIS ENVIRONMENT, CHILDREN FORM POSITIVE RELATIONSHIPS WITH CLASSMATES AND TEACHERS, WITH OLDER CHILDREN AND WITH YOUNGER ONES. ST. LUKE'S IS COEDUCATIONAL AND HETEROGENEOUS. ITS STUDENTS AND FACULTY COME FROM A VARIETY OF BACKGROUNDS - RACIAL, ETHNIC, ECONOMIC, AND RELIGIOUS. WE VALUE AND ACTIVELY ENCOURAGE THIS MUTUALLY ENRICHING DIVERSITY. IT IS PART OF THE PROCESS OF HELPING EACH CHILD DISCOVER HIS OR HER OWN UNIQUENESS AND INFINITE WORTH AS A HUMAN BEING AND AT THE SAME TIME, THAT OF OTHERS. ST. LUKE'S IS A TRADITIONAL SCHOOL, IN THAT IT HAS A STRONG ACADEMIC CURRICULUM, HIGH STANDARDS, CLEAR AND CONSISTENT BOUNDARIES AND EXPECTATIONS. WITHIN THAT STRUCTURE, WE EMPHASIZE FREEDOM. WE USE VARIED EDUCATIONAL APPROACHES AND TECHNIQUES TO HELP STIMULATE INDEPENDENT THINKING - TO FREE THE CHILDREN TO QUESTION, CHALLENGE, EXPLORE, PURSUE TRUTH WHEREVER IT LEADS. WE ENCOURAGE THEM TO EXPRESS THEIR IMAGINATION AND CREATIVE POWERS, IN SCIENCE AND MATHEMATICS AS WELL AS IN WORDS, MUSIC, AND ART. INTERDISCIPLINARY TEACHING ALLOWS CONTENT FROM ONE SUBJECT AREA TO REINFORCE ANOTHER AND OPEN UP FRESH INSIGHTS. ABOVE ALL, ST. LUKE'S SEEKS TO AWAKEN IN CHILDREN A LIFELONG LOVE OF LEARNING, A SENSE OF JOY AND WONDER AT GOD'S UNIVERSE, AND A DEEP FEELING OF CONNECTION TO THE NATURAL WORLD. WE HOPE THAT WHATEVER THEY GO ON TO DO AND BE, WE WILL HAVE PREPARED THEM TO BE GOOD STEWARDS OF THE WORLD'S RESOURCES -RESPONSIBLE, CARING MEMBERS OF ONE GLOBAL HUMAN COMMUNITY. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE FINANCE COMMITTEE PRIOR TO FILING WITH THE IRS. IT IS ALSO MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES. IF A BOARD MEMBER HAS ANY QUESTIONS THEY DISCUSS IT WITH MANAGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | DISCLOSURES: WHENEVER ANY TRUSTEE, OFFICER, COMMITTEE MEMBER, OR EMPLOYEE OF THE SCHOOL BECOMES AWARE THAT THE SCHOOL IS CONSIDERING A TRANSACTION THAT POTENTIALLY CREATES A CONFLICT OF INTEREST, HE OR SHE IS OBLIGATED TO NOTIFY THE BOARD AND TO DISCLOSE ALL MATERIAL FACTS RELATING TO HIS OR HER INTEREST IN THE TRANSACTION. THE BOARD WILL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS AND TAKE ACTION THAT THE BOARD DEEMS APPROPRIATE. THE INTERESTED PERSON MAY NOT BE PRESENT WHEN THE BOARD MAKES ITS DETERMINATION OTHER THAN TO ANSWER QUESTIONS. IF NO CONFLICT OF INTEREST IS FOUND TO EXIST, THE MINUTES OF THE MEETING MUST RECORD THE BASIS OF THE BOARD'S DETERMINATION. WITHDRAWAL AND ABSTENTION: IF THE BOARD DETERMINES THAT A TRANSACTION WOULD CREATE A CONFLICT OF INTEREST, THE TRANSACTION MUST BE APPROVED IN ADVANCE BY ONLY THOSE BOARD MEMBERS WHO DO NOT HAVE A CONFLICT WITH RESPECT TO THE TRANSACTION. ANY INTERESTED PERSON THEREFORE MUST RECUSE HIM - OR HERSELF FROM CONSIDERATION OF THE TRANSACTION. HE OR SHE MAY NOT VOTE ON THE TRANSACTION OR BE PRESENT WHEN THE VOTE IS TAKEN. HE OR SHE FURTHERMORE MAY NOT BE PRESENT DURING ANY DISCUSSION OF THE TRANSACTION OTHER THAN TO ANSWER QUESTIONS. INTERESTED PERSONS, HOWEVER, MAY BE COUNTED FOR THE PURPOSE OF DETERMINING WHETHER A QUORUM EXISTS AT THE MEETING EVEN THOUGH THEY ARE TEMPORARILY ABSENT WHILE THE TRANSACTION IS CONSIDERED. ACKNOWLEDGMENT AND ANNUAL STATEMENTS: EACH TRUSTEE, OFFICER, MEMBER OF A COMMITTEE OF THE BOARD, AND KEY EMPLOYEE MUST SIGN ANNUALLY A STATEMENT AFFIRMING THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THIS CONFLICT OF INTEREST AND DISCLOSURE POLICY, (B) HAS READ AND UNDERSTANDS THIS POLICY, AND (C) HAS AGREED TO COMPLY WITH THIS POLICY. EACH TRUSTEE, OFFICER, MEMBER OF A COMMITTEE OF THE BOARD, AND KEY EMPLOYEE ADDITIONALLY MUST COMPLETE AND SUBMIT TO THE SECRETARY A DISCLOSURE STATEMENT NAMING THE ENTITIES CONDUCTING BUSINESS WITH THE SCHOOL IN WHICH HE, SHE, OR A FAMILY MEMBER IS A DIRECTOR, TRUSTEE, OFFICER, COMMITTEE MEMBER, OR EMPLOYEE OR HAS A MATERIAL FINANCIAL INTEREST. THE SECRETARY WILL REVIEW THE INFORMATION AND PERIODICALLY DISTRIBUTE REPORTS TO ALL TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15A | ANNUALLY, AT THE MAY EXECUTIVE COMMITTEE AND THE MAY BOARD MEETING, THE BOARD CHAIR, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES, REVIEW AND EVALUATE THE HEAD OF SCHOOL'S PERFORMANCE AGAINST A SERIES OF GOALS AND OBJECTIVES THAT WERE SET FOR THE YEAR. IN ESTABLISHING COMPENSATION LEVELS FOR THE HEAD OF SCHOOL, THE BOARD CHAIR, EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES USE PERFORMANCE AND ANNUAL COMPENSATION SURVEYS OF SIMILAR TYPE ORGANIZATIONS, COMPILED BY AN EXTERNAL MEMBERSHIP ORGANIZATION, TO INFORM THEIR DECISIONS. MINUTES OF THE MEETING(S) ARE MAINTAINED IN A CONFIDENTIAL FILE. OFFICERS' PERFORMANCE IS EVALUATED BY THE HEAD OF SCHOOL. SALARIES ARE ESTABLISHED BY THE HEAD OF SCHOOL WITH THE CONSENT AND OVERSIGHT OF THE EXECUTIVE COMMITTEE. THIS PROCESS WAS LAST PERFORMED IN 2015 TO APPROVE FY 2016 SALARIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ST. LUKE'S DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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