2017-05-12T13:50:01-05:00 2016-06-30 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2015-07-01 131740455 HORACE MANN SCHOOL HORA 7184323420 231 WEST 246TH STREET BRONX NY 10471 EDWARD LEVY VICE-CHAIR 7184323420 2017-05-12 1 AARON SHAPIRO P01333816 2128674000 2015 2021-01-29 14:40:06Z EDWARD LEVY 231 WEST 246TH STREET BRONX NY 10471 130868507 0 X WWW.HORACEMANN.ORG X 1887 NY THE MISSION OF HORACE MANN SCHOOL IS TO PROVIDE A CONTINUOUS EDUCATION PROGRAM FOR BOYS AND GIRLS FROM NURSERY THROUGH HIGH SCHOOL. 29 29 660 100 0 0 12653123 32555291 80259520 83845452 3050047 1578279 175808 170851 96138498 118149873 9719547 10264832 0 0 52954858 55583012 0 0 2542878 25706113 25312463 88380518 91160307 7757980 26989566 271056107 289333790 127757937 128855090 143298170 160478700 X THE HORACE MANN SCHOOL SEEKS TO EDUCATE AND NURTURE ITS STUDENTS AND HELPS THEM FULFILL THEIR POTENTIAL. THE SCHOOL PROVIDES A CHALLENGING AND RIGOROUS SET OF ACADEMIC AND EXTRACURRICULAR PROGRAMS WITHIN A CARING AND SUPPORTIVE ENVIRONMENT. STUDENTS ARE ENCOURAGED TO TEST AND LEARN ABOUT THEMSELVES, TO DEVELOP A CONCERN FOR OTHERS, AND TO GROW INTELLECTUALLY, PHYSICALLY, SOCIALLY AND EMOTIONALLY. THE SCHOOL SEEKS TO FOSTER A CAPACITY IN EACH INDIVIDUAL FOR CLEAR AND CREATIVE THOUGHT. THE SCHOOL ENCOURAGES STUDENTS TO UNDERSTAND THAT LEARNING IS A LIFELONG ENDEAVOR VALUABLE IN ITSELF. THE HORACE MANN SCHOOL SEEKS A DIVERSE STUDENT BODY AND FOSTERS A RESPECT FOR INDIVIDUAL AND CULTURAL DIFFERENCES.AS A COLLEGE PREPARATORY SCHOOL, HORACE MANN EMPHASIZES LIBERAL ARTS AND PREPARES ITS STUDENTS FOR LEADERSHIP IN VARIETY OF FIELDS AND ENDEAVORS. TO ACCOMPLISH THIS TASK, THE SCHOOL OFFERS PROGRAMS AND ACTIVITIES WHICH ENCOURAGE EXELLENCE AND ALSO MAINTAINS AN OUTSTANDING FACULTY. 0 0 80490068 10264832 83845452 HORACE MANN SCHOOL IS AN EDUCATIONAL INSTITUTION CONDUCTING PROGRAMS AT THE NURSERY, ELEMENTARY, MIDDLE AND HIGH SCHOOL LEVELS.THE STUDENT BODY CONSISTS OF 1,791 STUDENTS. 80490068 1 1 0 0 0 0 1 0 0 1 1 1 0 0 1 1 0 1 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 147 0 660 1 0 0 0 0 0 1 1 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X EDWARD L SINCLAIR JR 7184323420 231 WEST 246TH STREET BRONX NY 10471 MICHAEL COLACINO CHAIR 8.00 X X 0 0 0 CAROLYN OKIN VICE-CHAIR 8.00 X X 0 0 0 EDWARD LEVY VICE-CHAIR 8.00 X X 0 0 0 MATTHEW MARK TREASURER 8.00 X X 0 0 0 AMANDA SALZHAUER SECRETARY 8.00 X X 0 0 0 GLENN AUGUST TRUSTEE 8.00 X 0 0 0 MICHAEL BENNETT TRUSTEE 8.00 X 0 0 0 DANIEL BENTON TRUSTEE 8.00 X 0 0 0 STEVEN C BUSSEY TRUSTEE 8.00 X 0 0 0 CHUL CHUNG TRUSTEE 8.00 X 0 0 0 RONALD DICKERMAN TRUSTEE 8.00 X 0 0 0 LAURENCE S GRAFSTEIN TRUSTEE 8.00 X 0 0 0 LAWRENCE OTIS GRAHAM TRUSTEE 8.00 X 0 0 0 MICHAEL HELLER TRUSTEE 8.00 X 0 0 0 HOWARD P KAGAN TRUSTEE 8.00 X 0 0 0 DOMINIC C KULIK TRUSTEE 8.00 X 0 0 0 JUSTIN D LERER TRUSTEE 8.00 X 0 0 0 HOWARD W LUTNICK TRUSTEE 8.00 X 0 0 0 JAN FRASIER MALTBY TRUSTEE 8.00 X 0 0 0 MONICA M MANDELLI TRUSTEE 8.00 X 0 0 0 ERIC MINDICH TRUSTEE 8.00 X 0 0 0 MANISH MITTAL TRUSTEE 8.00 X 0 0 0 WESLEY MITTMAN LEPATNER TRUSTEE 8.00 X 0 0 0 ANDREA L OLSHAN TRUSTEE 8.00 X 0 0 0 ROBERT O OWENS TRUSTEE 8.00 X 0 0 0 MICHAEL A PRUZAN TRUSTEE 8.00 X 0 0 0 THOMAS SHAPIRO TRUSTEE 8.00 X 0 0 0 SAMONA JOE TAIT EDD TRUSTEE 8.00 X 0 0 0 CATHERINE GOODSTEIN WALLACE TRUSTEE 8.00 X 0 0 0 THOMAS KELLY HEAD OF SCHOOL 60.00 X 836267 0 43975 EDWARD L SINCLAIR JR CFO 50.00 X 387297 0 44653 GLENN SHERRATT DIRECTOR JOHN DORR NATURE 40.00 X 245684 0 31626 DAVID SCHILLER HEAD OF UPPER DIVISION 40.00 X 236447 0 36074 ROBIN INGRAM HEAD OF MIDDLE DIVISION 40.00 X 230828 0 35822 ROBERT ANNUNZIATA DIR. OF ATHLETICS & SUMMER 40.00 X 220448 0 48262 LISA MOREIRA DIRECTOR OF ADMISSIONS 40.00 X 202516 0 92114 WENDY STEINTHAL HEAD OF LOWER DIVISION 40.00 X 219533 0 34116 MARCIA LEVY HEAD OF NURSERY YEARS 40.00 X 193557 0 38473 MELISSA PARENTO DIRECTOR OF DEVELOPMENT 40.00 X 193930 0 46566 ADAM KENNER DIRECTOR OF TECHNOLOGY 40.00 X 212012 0 48338 GORDON JENSEN DIRECTOR OF FACILITIES MANAGER 40.00 X 252842 0 26979 MITCHELL FRANCIS REGISTRAR 40.00 X 219188 0 44333 DEENA NEUWIRTH ASSISTANT HEAD OF LOWER DIVISION 40.00 X 182702 0 75315 JEREMY LEEDS COORDINATOR 40.00 X 169382 0 43165 CANH OXELSON DIR. COLL. PLACEMENT 40.00 X 295488 0 41730 PATRICIA ZUROSKI DIRECTOR DIVERSITY 40.00 X 200138 0 32520 4498259 0 764061 170 0 1 0 FLIK INTERNATIONAL CORP PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES 3736409 PARAGON RESTORATION 290-292 MONROE AVENUE KENILWORTH NJ 07033 CONSTRUCTION 1041446 SKIDMORE OWINGS & MERRILL LLP 14 WALL STREET NEW YORK NY 10005 ARCHITECT 944232 SUPERTRANS 60 ALEXANDER STREET YONKERS NY 10701 TRANSPORTATION 698188 ZUBATKIN OWNER REPR LLC 333 WEST 52ND STREET NEW YORK NY 10019 PROJECT MANAGEMENT 653729 23 103568 259095 2409787 29782841 1029024 32555291 TUITION 611600 80399300 80399300 FACILITY IMPR./OTHER FEES 611600 2212865 2212865 SUMMER & OTHER PROGRAMS 611600 696992 696992 OTHER STUDENT FEES 611600 536295 536295 83845452 1306371 1306371 12735830 12463922 271908 271908 271908 425563 259095 254712 170851 170851 118149873 83845452 0 1749130 10264832 10264832 4028931 3311737 456949 260245 37713811 35093884 1900686 719241 2948030 2741431 154405 52194 8158079 7539844 454074 164161 2734161 2518841 153453 61867 543350 543350 155086 155086 104209 104209 510772 225470 280087 5215 4166672 3124288 984408 57976 1359833 1359833 4527289 3872929 496558 157802 225885 183846 42039 1024572 113608 904914 6050 710841 710841 5994608 5634932 299730 59946 674918 674918 FOOD SERVICE 1734467 1709694 24773 JOHN DORR NATURE LAB 876054 876054 2703907 1208004 497722 998181 91160307 80490068 8127361 2542878 596487 339779 27064087 26605901 2404205 21159076 562227 726151 67162 69550 915057 897552 163349511 59173545 98632810 104175966 64962165 71638001 74885803 62881340 966104 840474 271056107 289333790 8844480 6941718 46460986 48051693 33525000 31095000 38927471 42766679 127757937 128855090 X 100739047 100052037 20882555 35999040 21676568 24427623 143298170 160478700 271056107 289333790 X 26989566 -6493976 -3315060 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 67.00 1 1 0 1 25296990 2701104 -873770 615774 313683 26194867 25106177 603754 433279 581885 264335 25296990 22899331 475321 2671736 620181 320030 25106177 21266497 261717 2225880 520038 334725 22899331 22634519 136742 -788584 465343 250837 21266497 0.93250 0.06750 0 0 8125312 8125312 130777260 50343396 80433864 11342047 5784047 5558000 13104892 3046102 10058790 104175966 STATE OF ISRAEL BONDS 66000 F ALTERNATIVE INVESTMENTS 62815340 F 62881340 ACCRUED EMPLOYEE BENEFITS 38618501 OTHER LIABILITIES 636268 BOND ISSUANCE PREMIUM 3497780 ANNUTIES PAYABLE 14130 42766679 X 101541571 -6493973 254712 -6239261 107780832 104209 10264832 10369041 118149873 81045978 254712 254712 80791266 104209 10264832 10369041 91160307 PART II, LINE 9: HORACE MANN SCHOOL CARRIES THE VALUE ON THE BALANCE SHEET AT THE APPRAISED VALUE AT THE DATE OF GIFT NET OF EASEMENT. PART V, LINE 4: THE NET INVESTMENT INCOME GENERATED FROM THE INVESTED ENDOWMENT FUNDS IS USED AT THE RATE OF 4.5% PER YEAR TO SUPPORT THE PROGRAMS AND THE FACILITIES OF THE SCHOOL. USES INCLUDE FINANCIAL AID TO ENROLLED STUDENTS, SCHOOL LIBRARIES, MAINTENANCE OF FACILITIES AND FACULTY ENRICHMENT. PART X, LINE 2: THE SCHOOL HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2013 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 254,712. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 10,264,832. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF SPECIAL EVENTS 254,712. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 10,264,832. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SUCH POLICIES ARE CLEARLY DISCRIBED IN THE SCHOOL CATALOG OF HORACE MANN SCHOOL. SCHEDULE E, PART I, LINE 6 SCHOOL RECEIVED NEW YORK STATE AID FOR MANDATED SERVICES. CAYMAN ISLANDS INVESTMENTS 53767451 BRITISH VIRGIN ISLANDS INVESTMENTS 2740257 0 0 0 0 0 0 56507708 0 56507708 0 0 0 0 0 0 P/A ANNUAL BENEFIT 547578 259095 288483 118756 41196 ALL SCHOOL OUTFITTING 58084 58084 14792 10 78996 78996 79968 684658 259095 425563 118756 135956 254712 170851 1 FINANCIAL AID FOR QUALIFIED STUDENTS 279 10264832 PART I, LINE 2: HORACE MANN SCHOOL MAKES EVERY EFFORT TO ENSURE THAT EVERY STUDENT WHO WISHES TO ENROLL AND/OR CURRENTLY ATTENDS HAS THE FINANCIAL ABILITY TO DO SO. THE FINANCIAL AID COMMITTEE DETERMINES AWARDS ON THE BASIS OF DEMONSTRATED FINANCIAL NEED. GRANTS CONSIST OF FINANCIAL AID AWARDED TO APPROXIMATELY 279 STUDENTS IN AMOUNTS REPRESENTING PORTIONS OF ANNUAL TUITION AS DETERMINED BY THE ADMINISTRATION OF THE SCHOOL. THE RECIPIENTS HAVE NO RELATIONSHIP TO THE SCHOOL OTHER THAN THEIR STATUS AS STUDENTS. THE AMOUNTS ARE BASED ON THE SCHOOL'S INTERNAL CALCULATIONS AND ADJUSTMENTS OF THE NAIS SCHOOL AND STUDENT SERVICE (SSS) METHODOLOGY. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 THOMAS KELLY HEAD OF SCHOOL 835497 0 0 0 770 0 26500 0 17475 0 880242 0 0 0 EDWARD L SINCLAIR JR CFO 386698 0 0 0 599 0 26500 0 18153 0 431950 0 0 0 GLENN SHERRATT DIRECTOR JOHN DORR NATURE 245085 0 0 0 599 0 19215 0 12411 0 277310 0 0 0 DAVID SCHILLER HEAD OF UPPER DIVISION 235374 0 0 0 1073 0 23310 0 12764 0 272521 0 0 0 ROBIN INGRAM HEAD OF MIDDLE DIVISION 230595 0 0 0 233 0 22810 0 13012 0 266650 0 0 0 ROBERT ANNUNZIATA DIR. OF ATHLETICS & SUMMER 220448 0 0 0 0 0 22432 0 25830 0 268710 0 0 0 LISA MOREIRA DIRECTOR OF ADMISSIONS 202516 0 0 0 0 0 21029 0 71085 0 294630 0 0 0 WENDY STEINTHAL HEAD OF LOWER DIVISION 219533 0 0 0 0 0 21767 0 12349 0 253649 0 0 0 MARCIA LEVY HEAD OF NURSERY YEARS 193324 0 0 0 233 0 20722 0 17751 0 232030 0 0 0 MELISSA PARENTO DIRECTOR OF DEVELOPMENT 193930 0 0 0 0 0 20346 0 26220 0 240496 0 0 0 ADAM KENNER DIRECTOR OF TECHNOLOGY 212012 0 0 0 0 0 22207 0 26131 0 260350 0 0 0 GORDON JENSEN DIRECTOR OF FACILITIES MANAGER 252842 0 0 0 0 0 24285 0 2694 0 279821 0 0 0 MITCHELL FRANCIS REGISTRAR 219188 0 0 0 0 0 22094 0 22239 0 263521 0 0 0 DEENA NEUWIRTH ASSISTANT HEAD OF LOWER DIVISION 182702 0 0 0 0 0 19302 0 56013 0 258017 0 0 0 JEREMY LEEDS COORDINATOR 169149 0 0 0 233 0 17109 0 26056 0 212547 0 0 0 CANH OXELSON DIR. COLL. PLACEMENT 295488 0 0 0 0 0 26500 0 15230 0 337218 0 0 0 PATRICIA ZUROSKI DIRECTOR DIVERSITY 199539 0 0 0 599 0 19898 0 12622 0 232658 0 0 0 PART I, LINE 1A THE HOUSING ALLOWANCE IS PROVIDED TO THOMAS KELLEY, HEAD OF SCHOOL AND LISA MOREIRA, DIRECTOR OF ADMISSIONS. HOUSING IS PROVIDED ON CAMPUS AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER PURSUANT TO CONTRACTUAL PROVISION AND IS NONTAXABLE. SOCIAL CLUB DUES ARE NON-TAXABLE BY VIRTUE OF BEING A WORKING CONDITION FRINGE UNDER IRC SECTION 132. A BUILD NYC RESOURCE CORPORATION 454040561 12008EFC5 2014-11-13 38213326 PREVIOUSLY REFUND PRIOR ISSUE 0 1 0 A 2430000 38213326 764267 189319 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: BUILD NYC RESOURCE CORPORATION DATE THE REBATE COMPUTATION WAS PERFORMED: 11/13/2014 X 39 834451 SELLING PRICE X AUCTION ITEMS 218 194573 MARKET VALUE 0 0 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: CONTRIBUTIONS RECEIVED AS SECURITIES ARE SOLD IMMEDIATELY BY BROKER. FORM 990, PART VI, SECTION B, LINE 11 THE ENTIRE FORM 990 WAS REVIEWED BY THE CFO. THE FORM 990 WITH THE EXCEPTION OF SCHEDULE B (SCHEDULE OF CONTRIBUTIONS)WAS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO FILING. A COPY OF THE FINAL 990 WAS PROVIDED TO THE FULL BOARD PRIOR TO FILING ALSO WITHOUT SCHEDULE B. FORM 990, PART VI, SECTION B, LINE 12C THE ASSISTANT TO THE CFO, IN CONJUNCTION WITH THE AUDIT COMMITTEE, ANNUALLY OBTAINS COPIES OF ALL OF THE SIGNED CONFLICT OF INTEREST POLICIES. IN ADDITION TO THE VOTING BOARD MEMBERS, CONFLICT OF INTEREST AND CONFIDENTIALITY STATEMENTS ARE ALSO ANNUALLY SIGNED BY MEMBERS OF THE ADMINISTRATIVE COUNCIL WHO ARE KEY EMPLOYEES. IF AT ANY TIME DURING HIS OR HER TERM OF SERVICE, A TRUSTEE OR AN OFFICER HAS ANY INTEREST WHICH MAY POSE A CONFLICT OF INTEREST,HE OR SHE SHALL PROMPTLY DISCLOSE THE MATERIAL FACTS OF THAT INTEREST IN WRITING TO THE CHAIR OF THE BOARD AND CHAIR OF THE AUDIT COMMITTEE OF THE BOARD. WHEN ANY MATTER IN WHICH A TRUSTEE OR AN OFFICER HAS AN INTEREST COMES BEFORE THE BOARD OR ANY COMMITTEE OF THE BOARD FOR DECISION OR APPROVAL, THAT INTEREST SHALL BE IMMEDIATELY DISCLOSED TO THE BOARD OR THE COMMITTEE BY THAT TRUSTEE OR OFFICER, AND THE TRUSTEE OR OFFICER SHALL RECUSE HIMSELF/HERSELF FROM ANY DISCUSSION AND/OR VOTE RELATING THERETO. FORM 990, PART VI, SECTION B, LINE 15 DURING THE ANNUAL BUDGET PROCESS, THE EXECUTIVE COMMITTEE ACTING AS THE COMPENSATION COMMITTEE, REVIEWS RELEVANT COMPARABLE COMPENSATION DATA AND FORMALLY MEETS AND APPROVES RECOMMENDED COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THEY DOCUMENT THIS REVIEW CONTEMPORANEOUSLY. THIS PROCESS WAS LAST PERFORMED IN MAY 2015. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC; THE FINANCIAL STATEMENTS ARE POSTED ON EMMA. FORM 990, PART XI, LINE 9: POST RETIREMENT BENEFIT ADJUSTMENT -3,308,529. SETTLEMENT COSTS BAD DEBT LOSS -326. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -6,205. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT BEEN CHANGED SINCE PRIOR YEAR. JOHN DORR NATURE LAB OF HORACE MANN SCHOOL INC 231 W 246TH STREET BRONX NY 10471 066085965 HOLDING COMPANY NY 501(C)(3) PF N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0