2017-05-01T07:59:45-05:00 2016-06-30 EISNERAMPER LLP 750 THIRD AVENUE NEW YORK NY 100172703 990 2015-07-01 131740452 HACKLEY SCHOOL % PETER MCANDREW C/O THE SCHOO HACK 9146310128 293 BENEDICT AVENUE TARRYTOWN NY 10591 PETER MCANDREW DIRECTOR OF FINANCE 9146310128 2017-02-15 true CANDICE METH P01306891 2129498700 2015 2021-01-29 14:40:06Z PETER MCANDREW CO Hackley 293 BENEDICT AVENUE TARRYTOWN NY 10591 51063610 false X WWW.HACKLEYSCHOOL.ORG X 1900 NY THE SCHOOL IS AN INDEPENDENT, College-Preparatory School for boys and girls in kindergarten through THE 12TH GRADE. 23 23 346 6 289767 61179 7141695 6154204 33405378 35000185 2496958 2471661 685493 573649 43729524 44199699 5838048 6195533 0 0 22818553 24885938 0 0 1341217 11766875 11544235 40423476 42625706 3306048 1573993 202806049 200369995 29982395 31732976 172823654 168637019 THE SCHOOL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL FOR BOYS AND GIRLS IN KINDERGARTEN THROUGH THE 12TH GRADE. false false 36552575 6195533 34543370 INSTRUCTION AND RELATED COSTS - INCLUDES ALL COSTS ASSOCIATED WITH INSTRUCTION OF 857 STUDENTS. THE SCHOOL OFFERS FINANCIAL AID GRANTS TO QUALIFIED STUDENTS. 260561 456815 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. 36813136 true true false false false false true false false true true false false false true true true false true false true false false false false false false false true true true false false false false false false false false false false true false false false false true false false false true 103 0 true 346 true true true false false false false true true true 0 false true false X 23 23 false false false false false false false true true false false true true true true true true true true false X PETER MCANDREW CO THE SCHOO 9146310128 293 BENEDICT AVENUE TARRYTOWN NY 10591 JOHN C CANONI PRESIDENT 4.0 0.0 X X 0 0 0 SY STERNBERG VICE PRESIDENT 3.0 0.0 X X 0 0 0 SUSAN L WAGNER TREASURER 2.0 0.0 X X 0 0 0 JOHN R TORELL IV SECRETARY 1.0 0.0 X X 0 0 0 DAVID A BERRY TRUSTEE 1.0 0.0 X 0 0 0 MARIA A DOCTORS TRUSTEE 1.0 0.0 X 0 0 0 JASON J HOGG TRUSTEE 1.0 0.0 X 0 0 0 KEITH R KROEGER TRUSTEE 1.0 0.0 X 0 0 0 THEODORE A MATHAS TRUSTEE 1.0 0.0 X 0 0 0 LAUREN W SHENG TRUSTEE 1.0 0.0 X 0 0 0 PAMELA GALLIN YABLON MD TRUSTEE 1.0 0.0 X 0 0 0 CHRISTOPHER P BOGART TRUSTEE 1.0 0.0 X 0 0 0 THOMAS A CAPUTO TRUSTEE 1.0 0.0 X 0 0 0 H RODGIN COHEN TRUSTEE 1.0 0.0 X 0 0 0 DAWN N FITZPATRICK TRUSTEE 1.0 0.0 X 0 0 0 KAVEH KHOSROWSHAHI TRUSTEE 1.0 0.0 X 0 0 0 DIANE D RAPP TRUSTEE 1.0 0.0 X 0 0 0 HARVINDER S SANDHU MD TRUSTEE 1.0 0.0 X 0 0 0 ROGER G BROOKS TRUSTEE 1.0 0.0 X 0 0 0 LINDA HOLDEN-BRYANT TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL H LOWRY TRUSTEE 1.0 0.0 X 0 0 0 TIMOTHY D MATLACK TRUSTEE 1.0 0.0 X 0 0 0 SARAH UNGER TRUSTEE 1.0 0.0 X 0 0 0 WALTER C JOHNSON HEADMASTER 40.0 0.0 X 468655 0 330609 PETER MCANDREW DIRECTOR OF FINANCE 40.0 0.0 X 533183 0 97398 PHILIP J VARIANO ASSISTANT HEADMASTER 40.0 0.0 X 199233 0 40073 STEVEN D BILECA ASSISTANT HEADMASTER 40.0 0.0 X 143462 0 28634 JOHN GANNON DIRECTOR OF DEVELOPMENT 40.0 0.0 X 180107 0 36202 ANDREW KING DIRECTOR OF UPPER SCHOOL 40.0 0.0 X 159790 0 32819 ANNE BURNS Lower School DIVISION DIRECTOR 40.0 0.0 X 193128 0 34207 CHRISTOPHER MCCOLL DIRECTOR OF ADMISSIONS 40.0 0.0 X 138516 0 31158 ERICH TUSCH Director of Tech Curriculum 40.0 0.0 X 126399 0 10028 2142473 0 641128 22 false true false CJ Security Services 143 MAIN STREET NANUET NY 10954 Security 173317 Architectural Resources Cambridge 501 Boylston Street Suite 4101 BOSTON MA 02116 Architect 1593895 Musco Sports Lighting LLC 100 1st Avenue West PO Box 808 OSKALOOSA IA 52577 Lighting for Fields 247907 Peter Gisolfi Associates 566 Warburton Avenue HASTINGSONHUNDSON NY 10706 Architect 160844 Strategic Building Solutions LLC 708 Third Avenue 6th Floor NEW YORK NY 10017 Construction Mgmnt 105720 5 80975 913377 5159852 626355 6154204 TUITION AND FEES 611710 34543370 34543370 AUXILIARY ACTIVITIES 532000 456815 456815 35000185 2518811 2518811 0 0 593599 270435 323164 0 323164 289767 33397 6437679 68957 6478424 75362 -40745 -6405 -47150 -47150 0 0 40175 39690 485 485 INSURANCE PROCEEDS 900099 250000 250000 250000 44199699 35000185 289767 2755543 0 6195533 6195533 0 0 991672 308498 544514 138660 0 17076177 15145004 1402831 528342 2842999 2416549 318416 108034 2451268 2083578 274541 93149 1523822 1297601 167172 59049 0 113324 113324 76000 76000 0 0 127135 127135 89361 34224 54784 353 11133 11133 759021 317562 409167 32292 0 0 1566534 1526631 30943 8960 61520 59973 1189 358 0 0 19507 19507 0 3157980 2526385 505276 126319 244699 238547 4729 1423 FOOD SERVICE 1331390 1274109 49679 7602 MAINTENANCE 412835 402456 7978 2401 ATHLETICS 618637 618637 OTHER PROGRAM EXPENSES 2300064 2115775 182371 1918 655095 252074 170664 232357 42625706 36813136 4471353 1341217 1000 1000 11663645 16794347 3816448 3037788 1081866 1863755 0 0 0 0 129019 115409 17250 19623 328964 380804 118552249 33557764 80276243 84994485 94712558 83683331 10355185 9085859 0 0 0 0 423871 393594 202806049 200369995 5416868 6896087 0 0 16264855 16044710 4430000 4115000 0 0 0 0 0 0 0 0 3870672 4677179 29982395 31732976 X 147467659 143854903 9066199 7593712 16289796 17188404 172823654 168637019 202806049 200369995 X 1573993 -5339690 -420938 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 37.00 1 false 50.00 2000 true 39015740 937941 -2584414 825537 459463 36084267 36936652 1673856 1080232 475844 199156 39015740 32023731 1327407 4091514 358148 147852 36936652 28421012 815259 3209460 298480 123520 32023731 29210019 306718 -615725 337139 142861 28421012 0.38000 0.48000 0.14000 false false 7824241 7824241 78967760 21823952 57143808 10147398 8408236 1739162 21612850 3325576 18287274 84994485 0 POSTRETIREMENT BENEFIT OBLIGATION 4677179 4677179 X 32853871 -5339690 -6195533 -11535223 44389094 127135 -316530 -189395 44199699 36658856 355818 355818 36303038 127135 6195533 6322668 42625706 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", relating to accounting and reporting for uncertainty in income taxes. The School is subject to and pays unrelated business income tax relating to its rental activities, and since the School has always considered the liability related to this unrelated business income tax 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 - $6,195,533. 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 ($39,690) Loss on disposal of fixed assets ($6,405) Rental expense ($270,435) Total ($316,530) 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 $39,690 Loss on disposal of fixed assets $6,405 Rental expense $270,435 Bad debt expense $39,288 Total $355,818 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: $6,195,533. true true true true true true true false false false false false false false false true false true 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. false Central America and the Caribbean Investments 8742999 8742999 8742999 false false true false false false 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. true Financial assistance 138 6195533 FMV Tuition Reduction Financial Aid Policy HACKLEY'S FINANCIAL AID OFFICE REVIEWS PARENTS' FINANCIAL STATEMENTS, INCLUDYNG INDIVIDUAL TAX RETURNS, AND AWARDS AID ON THE BASIS OF DEMONSTRATED NEED. X X X true true X X X false true false false false false false false false WALTER C JOHNSON HEADMASTER 468655 0 0 0 0 0 313225 0 17384 0 799264 0 0 0 PETER MCANDREW DIRECTOR OF FINANCE 305757 0 0 0 227426 0 80014 0 17384 0 630581 0 227426 0 PHILIP J VARIANO ASSISTANT HEADMASTER 199233 0 0 0 0 0 19763 0 20310 0 239306 0 0 0 STEVEN D BILECA ASSISTANT HEADMASTER 143462 0 0 0 0 0 11250 0 17384 0 172096 0 0 0 JOHN GANNON DIRECTOR OF DEVELOPMENT 180107 0 0 0 0 0 18818 0 17384 0 216309 0 0 0 ANDREW KING DIRECTOR OF UPPER SCHOOL 159790 0 0 0 0 0 16240 0 16579 0 192609 0 0 0 ANNE BURNS Lower School DIVISION DIRECTOR 193128 0 0 0 0 0 19988 0 14219 0 227335 0 0 0 CHRISTOPHER MCCOLL DIRECTOR OF ADMISSIONS 138516 0 0 0 0 0 10848 0 20310 0 169674 0 0 0 SCHEDULE J - LINES 1A, 1B THE HEADMASTER IS REQUIRED 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. THE PROVISIONS FOR BOTH THE HOUSING REQUIREMENT AND THE PAYMENT OF MEMBERSHIP DUES ARE CONTAINED IN THE EMPLOYMENT CONTRACT OF THE HEADMASTER. Schedule J - Line 4b The School contributes to supplemental nonqualified retirement plans for both the headmaster and director of finance. A COUNTY OF WESTCHESTER INDUSTRIAL DEVELOP AGENCY 521294265 957368FMO 2004-01-02 16000000 FINANCING RENOVATIONS false false false A 11885000 0 16000000 0 0 0 714662 274337 0 15285739 0 0 2004 false false true true A false false false false 0 false false false true A false false false true true false 0 false 0 false false A X 25 574859 FMV X 1 6093 FMV X TICKETS TO SPORTING AND OTHER EVENTS 8 27404 FMV X Equipment and musical instruments 10 17999 FMV false true true Part 1 Line 32b The School uses TD Ameritrade to sell donated securities. Part V, Line 7d The School entered into transactions during the year for which the Filing of form 8282 is required. The School filed the required forms subsequent to year-end. 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, Line 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 of $(381,650) LOSS ON UNCOLLECTIBLE PLEDGES (39,288) TOTAL $(420,938) HACKLEY ALUMNI ENDOWMENT FUND 293 BENEDICT AVENUE TARRYTOWN NY 10591 136068876 CHARITABLE NY 501(C)(3) 509(A)(3) NA false false false true false false false false false false false false false false false false false false false