2015-04-10T12:01:38-05:00 2014-06-30 EISNERAMPER LLP 750 THIRD AVENUE NEW YORK NY 100172703 990 2013-07-01 131634966 COLLEGIATE SCHOOL INC % M MARGARET JADIN COLL 2128128500 260 WEST 78TH STREET Suite NEW YORK NY 10024 MMARGARET JADIN DIRECTOR OF FINANCE 2128914109 2015-05-01 true JULIE FLOCH P00736879 2128914109 2013 2016-02-25 16:41:14Z LEE LEVISON C/O COLLEGIATE 260 W 78TH ST NEW YORK NY 10024 76425212 false X www.collegiateschool.org X 1940 NY Collegiate School strives to educate each boy to reach his highest boy to reach his highest level of intellectual, ethical, artistic and artistic and physical development. 24 23 260 114 1699 11614833 22957036 26669314 27974865 3912623 3246568 27427 27093 42224197 54205562 3659436 3434765 0 0 22069234 22977304 71500 124000 2097447 9673966 8655082 35474136 35191151 6750061 19014411 134032894 161357397 9431994 9198910 124600900 152158487 X COLLEGIATE SCHOOL STRIVES TO EDUCATE EACH BOY TO REACH HIS HIGHEST LEVEL OF INTELLECTUAL, ETHICAL, ARTISTIC AND PHYSICAL DEVELOPMENT. DRAWING ON WHAT IS KNOWN ABOUT BOYS' GROWTH AND LEARNING, THE SCHOOL OFFERS A RIGOROUS K-12 PROGRAM RICH IN OPPORTUNITIES FOR CULTIVATING INDIVIDUAL TALENTS AND INTERESTS IN A CLIMATE OF COLLABORATION AND RESPECT. COLLEGIATE CONTINUES ITS HISTORIC TRADITION IN NEW YORK CITY OF EDUCATING A DIVERSE AND TALENTED BODY AND OF HELPING BOYS TO BECOME INDEPENDENT ADULTS AND RESPONSIBLE CITIZENS WHO WILL LEAD AND SERVE. false false 27844398 3434765 27997865 THE SCHOOL PROVIDES EDUCATIONAL SERVICES TO BOYS IN GRADES K-12 TO PREPARE THEM FOR COLLEGES AND UNIVERSITIES AND THE PURSUITS OF LIFE, COMBINING RIGOROUS ACADEMIC PREPARATION WITH A CONSISTENT COMMITMENT TO ENCOURAGEMENT OF AND SUPPORT FOR ALL IN OUR COMMUNITY. THE SCHOOL'S ETHOS OF GENEROSITY AND RESPECT UNDERSCORES THE IMPORTANCE OF SUSTAINED RELATIONSHIPS. 27844398 true true false false false false false false false true true true false false false true false true true false true false false true true false false false true true false false false false false false false false true false false false false true true true true false true 60 0 true 260 true true true false false false false true true false false false false X 24 23 false false false false true true false true true false false false true true true true true true true false NY X M MARGARET JADIN 2128128500 260 WEST 78TH STREET NEW YORK NY 10024 GEORGE R BASON JR PRESIDENT 2.0 1.0 X X 0 0 0 Jonathan K Youngwood VICE PRESIDENT & Secretary 2.0 X X 0 0 0 David Alejandro Trustee 1.0 X 0 0 0 Ethan Berman VICE PRESIDENT 2.0 X 0 0 0 DAVID COULSON Trustee 1.0 X 0 0 0 YALE FERGANG Trustee 1.0 X 0 0 0 KATHRYN QUADRACCI FLORES MD Trustee 1.0 X 0 0 0 DOUGLAS GRIEBEL Trustee 1.0 X 0 0 0 PETER JOHN GOULANDRIS Trustee 1.0 X 0 0 0 CAROL SUTTON LEWIS Trustee 1.0 X 0 0 0 JOCELYN LIEU Trustee 1.0 X 0 0 0 JOHN J MOON Trustee 1.0 X 0 0 0 STEVEN O NEWHOUSE Trustee 1.0 X 0 0 0 MICHAEL C OVERINGTON Trustee 1.0 1.0 X 0 0 0 STEFAN REYNIAK Trustee 1.0 X 0 0 0 SUSAN RODRIGUEZ TRUSTEE 1.0 X 0 0 0 LUIS UBINAS TRUSTEE 1.0 X 0 0 0 ARTHUR YEE MD TRUSTEE 1.0 X 0 0 0 PETER HERZIG TRUSTEE 1.0 X 0 0 0 REBECCA NEARY TRUSTEE 1.0 X 0 0 0 SANDEEP MATHRANI TRUSTEE 1.0 X 0 0 0 MICHAEL BOS TRUSTEE 1.0 X 22016 0 0 KENNETH A MCCLANE JR TRUSTEE 1.0 X 0 0 0 DAVIS TERRY TREASURER 1.0 X X 0 0 0 LEE LEVISON HEADMASTER 40.0 1.0 X 672475 0 128161 MMARGARET JADIN DIRECTOR OF FIN AND OPERATION 40.0 X 370226 0 46687 WILLIAM BULLARD ACADEMIC DEAN 40.0 X 262512 0 27987 LAURA HANSEN Head OF UPPER SCHOOL 40.0 X 239909 0 16773 BETH TASHLIK HEAD OF LOWER SCHOOL 40.0 X 224730 0 36253 Joanne Heyman Director of Admissions and Fin 40.0 X 197389 0 33967 JOSHUA MANDEL DIR OF PSYCHOLOGICAL SERVICES 40.0 X 190317 0 16652 2179574 0 306480 7 false true false Gorton Partners LLC 21 West 38th Street NEW YORK NY 10018 CONSTRUCTION FIRM 280324 Community Counseling Service Co PO Box 27462 NEW YORK NY 100877462 CONSULTING FIRM 124000 THE GLUCK ARCHITECTURAL COLLABORATI 423 W 127th Street 6 FL NEW YORK NY 10027 ARCHITECTURE FIRM 2445349 FOX ROTHSCHILD LLP 100 PARK AVENUE NEW YORK NY 10017 LAW FIRM 144718 4 376843 197874 22382319 3128651 22957036 TUITION & FEES 611710 26702552 26702552 SPECIAL PROGRAMS 611710 1272313 1272313 27974865 1359129 1699 1357430 0 0 20700 20700 0 20700 20700 23991211 22103772 1887439 1887439 1887439 115878 376843 115878 0 0 0 MISCELLANEOUS INCOME 611710 6393 6393 6393 54205562 27974865 1699 3271962 0 3434765 3434765 0 0 2179573 1136872 1042701 0 15706847 13305285 1522886 878676 1070353 850034 165485 54834 2806511 2230023 430982 145506 1214020 1021014 125728 67278 0 107534 107534 81455 81455 0 124000 124000 331162 331162 385083 293615 72391 19077 0 1843599 1165448 256681 421470 219189 132562 75268 11359 0 454248 279804 157985 16459 797119 778586 5064 13469 0 4942 4942 0 0 1704436 1448770 170444 85222 240135 240135 BOOKS AND OTHER ACADEMIC EXP 637024 637024 FOOD SERVICES 1004196 1004196 MISCELLANEOUS EXPENSE 406004 121458 24449 260097 UNCOLLECTIBLE PLEDGE EXPENSE 438956 438956 35191151 27844398 5249306 2097447 35874 556893 26932798 36171589 16647483 24308506 816885 567995 0 0 0 0 450000 450000 0 0 662734 839592 41338768 19993090 19714419 21345678 50580967 56861934 16920379 18905301 0 0 0 0 1271355 1349909 134032894 161357397 4119495 3702205 0 0 5312499 5496705 0 0 0 0 0 0 0 0 0 0 0 0 9431994 9198910 X 77557232 87412352 27709416 45104441 19334252 19641694 124600900 152158487 134032894 161357397 X 19014411 8553496 -10320 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20929741 307442 3459357 1009252 23687288 19607222 109552 2193213 980246 20929741 21012344 225273 -654412 975983 19607222 18879965 576563 2674318 1118502 21012344 18671190 175418 45450 12093 18879965 0.83000 0.17000 false false 230680 230680 28385952 16251447 12134505 4237384 3171648 1065736 1230849 569995 660854 7253903 7253903 21345678 HOLDING CORPORATION -1337759 F ALTERNATIVE INVESTMENTS 20243060 F 18905301 0 0 X 59084249 8553496 8553496 50530753 331162 3343647 3674809 54205562 31526662 29209 29209 31497453 331162 3362536 3693698 35191151 PART V, LINE 4 USES OF ORGANIZATION'S ENDOWMENT FUNDS THE SCHOOL'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, CONSISTING OF DONOR RESTRICTED FUNDS. THE PURPOSE OF ALL THESE FUNDS INCLUDE SCHOLARSHIPS, FACULTY SUPPORT, AS WELL AS FACILITY MAINTENANCE. PART X, LINE 2 INCOME TAX UNCERTAINTIES COLLEGIATE IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (THE "FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 "INCOME TAXES," RELATING TO THE ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. ALTHOUGH COLLEGIATE IS SUBJECT TO EXCISE TAXES ON ITS INVESTMENT INCOME, DUE TO ITS GENERAL-TAX EXEMPT STATUS, ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON COLLEGIATE'S FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THAT THERE IS NO LIKELIHOOD OF AN AUDIT OF ITS TAX COMPLIANCE FOR FISCAL YEARS PRIOR TO 2011. PART XII, LINE 4B REVENUE INCLUDED IN FORM 990 NOT INCLUDED IN AUDITED FS FINANCIAL AID OFFSET AGAINST TUITION INCOME $ 3,434,765 INTEREST - WEST END PLAZA 36,000 INCOME - WEST END PLAZA (127,118) __________ TOTAL $ 3,343,648 =========== PART XIII LINE 2D EXPENSES ON FINANCIAL STATEMENTS NOT INCLUDED IN 990 EXPENSES FROM AFFILIATE - WEST END PLAZA $190,276 INTERCOMPANY ELIMINATIONS (161,067) --------- TOTAL EXPENSES ON FINANCIAL STATEMENTS NOT ON 990 $ 29,209 ========= PART XIII LINE 4B EXPENSES INCLUDED IN FORM 990 NOT INCLUDED IN THE FS FINANCIAL AID OFFSET AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS $ 3,434,765 SUBSIDY PAID TO AFFILIATE - WEST END PLAZA (72,229) ------------ TOTAL OTHER EXPENSES IN FORM 990 NOT ON FINANCIAL STMTS $ 3,362,536 ============ true true true true true true true false false false false false false false false true false true PUBLICATION OF NONDISCRIMINATORY POLICY COLLEGIATE SCHOOL MAKES AVAILABLE AT REGISTRATION AND THROUGHOUT THE YEAR ALL POLICIES HELD BY THE FACULTY AND ADMINISTRATION. NO DISCRIMINATORY POLICIES ARE HELD. ASSISTANCE FROM GOVERNMENTAL AGENCY AID FROM NEW YORK STATE DEPARTMENT OF EDUCATION FOR MANDATED SERVICES AMOUNTED TO $197,874. Central America and the Caribbean Investments 3696122 3696122 3696122 false false false false false false X true COMMUNITY COUNSELING SERVICE 461 FIFTH AVENUE THIRD FLOOR NEW YORK NY 10017 CAPITAL CAMPAIGN false 0 124000 0 0 124000 0 NY SCHOLARSHIP BEN 492721 376843 115878 17516 92247 6115 0 492721 376843 115878 17516 92247 6115 115878 true STUDENT SCHOLARSHIPS 102 3434765 FMV TUITION REDUCTION MONITORING GRANTS Collegiate School requests that families applying for scholarships ANNUALLY complete the Parent Financial Statement provided by THE School and Student Services, along with providing copies of REQUESTED FINANCIAL INFORMATION. X true true X X X X X X false true false false false false false false false LEE LEVISON HEADMASTER 672475 0 0 0 0 0 65400 0 62761 0 800636 0 0 0 MMARGARET JADIN DIRECTOR OF FIN AND OPERATION 370226 0 0 0 0 0 34103 0 12584 0 416913 0 0 0 WILLIAM BULLARD ACADEMIC DEAN 262512 0 0 0 0 0 17474 0 10513 0 290499 0 0 0 LAURA HANSEN Head OF UPPER SCHOOL 239909 0 0 0 0 0 16170 0 603 0 256682 0 0 0 BETH TASHLIK HEAD OF LOWER SCHOOL 224730 0 0 0 0 0 25740 0 10513 0 260983 0 0 0 Joanne Heyman Director of Admissions and Fin 197389 0 0 0 0 0 23454 0 10513 0 231356 0 0 0 JOSHUA MANDEL DIR OF PSYCHOLOGICAL SERVICES 190317 0 0 0 0 0 16049 0 603 0 206969 0 0 0 SCHEDULE J PART I LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE SCHOOL MAINTAINS A SECTION 457(B) DEFERRED-COMPENSATION PLAN FOR ITS ELIGIBLE EMPLOYEES. UNDER THE TERMS OF THE PLAN, SUCH ELIGIBLE EMPLOYEES MAY CONTRIBUTE AMOUNTS THROUGH A SALARY-REDUCTION AGREEMENT. THE EXPENSE TO THE SCHOOL FOR FISCAL YEAR 2014 WAS APPROXIMATELY $48,900. X 66 3128651 FMV false true false PART VI, LINE 6 AND 7A MEMBER OF STOCKHOLDERS OF THE CORPORATION THE MEMBERS OF THE CORPORATION SHALL BE THOSE PERSONS FROM TIME TO TIME CONSTITUTING ITS BOARD OF TRUSTEES. THE VOTE AND ACTS OF THE TRUSTEES SHALL CONSTITUTE THE VOTE AND ACTS OF THE MEMBERS OF THE CORPORATION FOR ALL PURPOSES IN WHICH ACTION BY MEMBERS AS DISTINGUISHED FROM ACTION BY THE BOARD OF TRUSTEES, IS REQUIRED OR PERMITTED BY LAW. PART VI, LINE 11A PROCESS FOR REVIEW OF FORM 990 A DRAFT COPY OF THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH SERVES AS AN AUDIT COMMITTEE EQUIVALENT. A FINAL COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING. THE COPY PRESENTED TO THE FINANCE COMMITTEE AND FULL BOARD HAS DONOR INFORMATION REDACTED AND ACCORDINGLY, THE SCHOOL RESPONDED "NO" TO QUESTION 11A OF FORM 990 PART VI SECTION B. PART VI, LINE 12C CONFLICTS OF INTEREST POLICY TRUSTEES AND PROFESSIONAL STAFF ARE REQUIRED TO ATTEST ANNUALLY TO THEIR FAMILIARITY WITH THE SCHOOL'S POLICIES AND PROVIDE INFORMATION CONCERNING ANY POSSIBLE CONFLICT OF INTEREST. PART VI, LINE 15 EXECUTIVE COMPENSATION POLICY THE BOARD OF TRUSTEES ENGAGES A CONSULTANT TO GATHER INFORMATION ON HEADMASTER AND CFO COMPENSATION PACKAGES FROM LOCAL AND NATIONAL PEER SCHOOLS. THE CONSULTANT ASSISTS THE PRESIDENT OF THE BOARD OF TRUSTEES, THE TREASURER, AND ONE OR MORE INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE IN SETTING COMPENSATION FOR THE HEADMASTER AND CFO. PART VI, LINE 19 PUBLIC INSPECTION CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. PART VII LINE 22 MR. BOS, A TRUSTEE IS ALSO A RELIGION TEACHER AT COLLEGIATE. HE WAS COMPENSATED FOR HIS SERVICES AS A FACULTY MEMBER AND NOT AS A MEMBER OF THE BOARD. HIS COMPENSATION IS BELOW THE FILING THRESHOLD REQUIRED BY SCHEDULE L PART IV. PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES LOSS FROM INVESTMENT ACCOUNTED FOR UNDER THE EQUITY METHOD $(10,320) FORM 8868 APPLICATION OF TIME TO FILE FOR AN EXEMPT ORGANIZATION WAS ELECTRONICALLY FILED. West End Plaza Holding Corp 260 WEST 78TH STREET NEW YORK NY 10024 132907931 Real Property NY 501 (C)(2) N/A COLLEGIATE true true false true false false false false false false true false false false false false false false false WEST END PLAZA HOLDING CORPORATION A 36000 FMV WEST END PLAZA HOLDING CORPORATION C 61909 FMV WEST END PLAZA HOLDING CORPORATION K 125067 FMV