BUCKLEY COUNTRY DAY SCHOOL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BUCKLEY COUNTRY DAY SCHOOL (EIN 11-1661352)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-21
- IRS object ID
- 201541119349300804
- Schema version
- 2013v4.0
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-21T11:11:33-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112556624 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBRECHT VIGGIANO ZURECK & CO PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 SUFFOLK COURT | AddressLine1 |
| City | HAUPPAUGE | City |
| State | NY | State |
| ZIP Code | 11788 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111661352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKLEY COUNTRY DAY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 5166271910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | IU WILLETS ROAD NORTH HILLS | AddressLine1 |
| City | ROSLYN | City |
| State | NY | State |
| ZIP Code | 11576 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN-MARC JUHEL | PersonNm |
| Person Title | HEADMASTER | PersonTitleTxt |
| Phone | 5166271910 | PhoneNum |
| Signature | 2015-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE LUCARELLI | PreparerPersonNm |
| PTIN | P00068089 | PTIN |
| Phone | 6314349500 | PhoneNum |
| Preparation | 2015-03-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEAN-MARC JUHEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | IU WILLETS ROAD NORTH HILLS | AddressLine1 |
| City | ROSLYN | City |
| State | NY | State |
| ZIP Code | 11576 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,635,581 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BUCKLEYCOUNTRYDAY.COM | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE EDUCATION TO STUDENTS FROM TODDLER THROUGH 8TH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 291 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,221,864 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,440,030 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,591,299 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,553,774 | CYProgramServiceRevenueAmt |
| PY Investment Income | $163,749 | PYInvestmentIncomeAmt |
| CY Investment Income | $42,021 | CYInvestmentIncomeAmt |
| PY Other Revenue | $248,499 | PYOtherRevenueAmt |
| CY Other Revenue | $359,671 | CYOtherRevenueAmt |
| PY Total Revenue | $11,225,411 | PYTotalRevenueAmt |
| CY Total Revenue | $12,395,496 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,189,645 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,454,675 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,938,029 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,187,851 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $661,606 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,565,963 | PYOtherExpensesAmt |
| CY Other Expenses | $4,051,697 | CYOtherExpensesAmt |
| PY Total Expenses | $10,693,637 | PYTotalExpensesAmt |
| CY Total Expenses | $11,694,223 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $531,774 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $701,273 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,342,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,839,622 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,251,749 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,965,131 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,091,220 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,874,491 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BUCKLEY COUNTRY DAY SCHOOL IS AN INDEPENDENT, COEDUCATIONAL DAY SCHOOL PROVIDING A SUPERIOR ELEMENTARY EDUCATION TO AN INTELLECTUALLY CAPABLE AND DIVERSE STUDENT BODY. BUCKLEY PROVIDES THE FOUNDATION THAT ENABLES OUR STUDENTS TO ACHIEVE THEIR FULL POTENTIAL AND EXCEL AS EDUCATED, ETHICAL, AND SELF-CONFIDENT INDIVIDUALS. OUR GRADUATES ARE WELL PREPARED FOR ENTRY INTO, AND SUCCESS IN, SECONDARY SCHOOLS AND BEYOND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,539,084 | ExpenseAmt |
| Grant | $1,454,675 | GrantAmt |
| Revenue | $10,553,774 | RevenueAmt |
| Desc | BUCKLEY COUNTRY DAY SCHOOL IS AN EDUCATIONAL FACILITY FOR STUDENT GRADE LEVELS TODDLER THROUGH GRADE EIGHT STUDENT ENROLLMENT FOR THIS ACADEMIC YEAR WAS 331. | Desc |
| Total Program Service Expenses | $9,539,084 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 291 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKLEY COUNTRY DAY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5166271910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | IU WILLETS ROAD | AddressLine1 |
| City | ROSLYN | City |
| State | NY | State |
| ZIP Code | 11756 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 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 |
|---|---|---|---|---|---|---|---|
| VALERIE DIFEBO | |||||||
| CHAIRMAN | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FITZGERALD VENTURA | |||||||
| VICE CHAIRMAN | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TANYA BASTIANICH MANUALI PHD | |||||||
| VICE CHAIRMAN | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN VISSICCHIO | |||||||
| VICE CHAIRMAN | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ORIT WEISSMAN | |||||||
| VICE CHAIRMAN | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEVIN SIMMS | |||||||
| SECRETARY | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GEORGE SIMEONE | |||||||
| TREASURER | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AHMED BENDARY | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| LEILANI BROWN | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| DOLLY CHUGH PHD | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN CRONIN | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC DEUTSCH | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD FONG | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN-MARC JUHEL | |||||||
| HEADMASTER | 40.00 | Yes (X) | $297,870 | $0 | $51,165 | Yes (X) | |
| LILYAN MURAN | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN OH MD | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDRA WHELEHAN | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $133,980 | $0 | $24,706 | Yes (X) | ||
| ELIZABETH LYONS | |||||||
| ASST HEADMASTER, LOWER SCH | 40.00 | $123,307 | $0 | $6,546 | Yes (X) | ||
| ANN DUFFY | |||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $129,920 | $0 | $18,544 | Yes (X) | ||
| PAUL ISSERLES | |||||||
| CAMP DIRECTOR | 40.00 | $130,725 | $0 | $6,809 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $815,802 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $107,770 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WHITSONS SCHOOL NUTRITION GROUP | |||||
| 1800 MOTOR PARKWAY | ISLANDIA | NY | 11749 | FOOD SERVICES FOR SCHOOL & CAMP | $424,068 |
| DELL TRANSPORTATION | |||||
| 20 HAVEN AVENUE | PORT WASHINGTON | NY | 11050 | TRANSPORTATION SERVICES | $371,395 |
| BROCK & COMPANY | |||||
| 257 GREAT VALLEY PARKWAY | MALVERN | PA | 19355 | FOOD SERVICES FOR SCHOOL & CAMP | $203,656 |
| SHADOWBOX MANAGEMENT INC | |||||
| 1D ENTERPRISE PLACE | HICKSVILLE | NY | 11801 | PRODUCTION DESIGN, EVENT MANAGEMENT, SYS | $120,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $133,881 | GovernmentGrantsAmt |
| All Other Contributions | $1,306,149 | AllOtherContributionsAmt |
| Noncash Contributions | $100,000 | NoncashContributionsAmt |
| Total Contributions | $1,440,030 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION & FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,553,774 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,553,774 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,553,774 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,021 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,021 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,551 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,551 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,551 | TotalRevenueColumnAmt |
| Exclusion | $9,551 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $551,242 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $240,085 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $311,157 | TotalRevenueColumnAmt |
| Exclusion | $311,157 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| YEARBOOK | 900099 | $22,791 | $22,791 |
| REGISTRATION FEES FORFEITED | 900099 | $485 | $485 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,687 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,687 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,963 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,395,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,634,758 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $320,708 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,454,675 | TotalAmt |
| Program Services | $1,454,675 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,969,223 | TotalAmt |
| Program Services | $3,979,120 | ProgramServicesAmt |
| Management And General | $696,740 | ManagementAndGeneralAmt |
| Fundraising | $293,363 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,540 | TotalAmt |
| Program Services | $174,392 | ProgramServicesAmt |
| Management And General | $47,782 | ManagementAndGeneralAmt |
| Fundraising | $9,366 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,843 | TotalAmt |
| Program Services | $468,361 | ProgramServicesAmt |
| Management And General | $128,327 | ManagementAndGeneralAmt |
| Fundraising | $25,155 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,245 | TotalAmt |
| Program Services | $275,096 | ProgramServicesAmt |
| Management And General | $75,374 | ManagementAndGeneralAmt |
| Fundraising | $14,775 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,771 | TotalAmt |
| Program Services | $11,078 | ProgramServicesAmt |
| Management And General | $2,954 | ManagementAndGeneralAmt |
| Fundraising | $739 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,677 | TotalAmt |
| Program Services | $31,661 | ProgramServicesAmt |
| Management And General | $37,905 | ManagementAndGeneralAmt |
| Fundraising | $2,111 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,175 | TotalAmt |
| Program Services | $654,131 | ProgramServicesAmt |
| Management And General | $174,435 | ManagementAndGeneralAmt |
| Fundraising | $43,609 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,261 | TotalAmt |
| Program Services | $144,196 | ProgramServicesAmt |
| Management And General | $38,452 | ManagementAndGeneralAmt |
| Fundraising | $9,613 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $127,119 | $97,508 | $22,662 | $6,949 |
| GENERAL INSTITUTIONAL | $1,121,039 | $1,070,594 | $40,356 | $10,089 |
| TRANSPORTATION | $380,459 | $380,459 | ||
| REPAIRS & MAINTENANCE | $363,954 | $272,965 | $72,791 | $18,198 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $908,242 | TotalAmt |
| Program Services | $524,848 | ProgramServicesAmt |
| Management And General | $155,755 | ManagementAndGeneralAmt |
| Fundraising | $227,639 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,694,223 | TotalAmt |
| Program Services | $9,539,084 | ProgramServicesAmt |
| Management And General | $1,493,533 | ManagementAndGeneralAmt |
| Fundraising | $661,606 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,666,970 | BOYAmt |
| EOY | $1,085,434 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $913,223 | BOYAmt |
| EOY | $1,186,448 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,609 | BOYAmt |
| EOY | $101,395 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,214 | BOYAmt |
| EOY | $536,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,827,208 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,159,860 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,264,536 | BOYAmt |
| EOY | $14,667,348 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $955,786 | BOYAmt |
| EOY | $3,250,608 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,631 | BOYAmt |
| EOY | $11,970 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,342,969 | BOYAmt |
| EOY | $20,839,622 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,953 | BOYAmt |
| EOY | $378,981 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,924,796 | BOYAmt |
| EOY | $3,586,150 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,251,749 | BOYAmt |
| EOY | $3,965,131 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,373,332 | BOYAmt |
| EOY | $16,172,945 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,888 | BOYAmt |
| EOY | $231,546 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,000 | BOYAmt |
| EOY | $470,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,091,220 | BOYAmt |
| EOY | $16,874,491 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,342,969 | BOYAmt |
| EOY | $20,839,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $701,273 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $198,710 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$100,000 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | -$16,712 | InvestmentExpenseAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 6 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $99,824 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Vl EOY | $696,507 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | 0 | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,504,379 | BeginningYearBalanceAmt |
| Contributions | $64,123 | ContributionsAmt |
| Investment Earnings Or Losses | $239,113 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,712 | OtherExpendituresAmt |
| End Year Balance | $3,780,903 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,968,037 | BeginningYearBalanceAmt |
| Contributions | $415,643 | ContributionsAmt |
| Investment Earnings Or Losses | $133,199 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,500 | OtherExpendituresAmt |
| End Year Balance | $3,504,379 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,857,808 | BeginningYearBalanceAmt |
| Contributions | $80,836 | ContributionsAmt |
| Investment Earnings Or Losses | $39,393 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,000 | OtherExpendituresAmt |
| End Year Balance | $2,968,037 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,674,457 | BeginningYearBalanceAmt |
| Contributions | $48,315 | ContributionsAmt |
| Investment Earnings Or Losses | $142,036 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,000 | OtherExpendituresAmt |
| End Year Balance | $2,857,808 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,555,882 | BeginningYearBalanceAmt |
| Contributions | $42,641 | ContributionsAmt |
| Investment Earnings Or Losses | $75,934 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,674,457 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.83820 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12430 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03750 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,396,780 | InvestmentCostOrOtherBasisAmt |
| Book Value | $4,396,780 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $13,899,469 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $4,990,100 | DepreciationAmt |
| Book Value | $8,909,369 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,152,424 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,237,806 | DepreciationAmt |
| Book Value | $914,618 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,378,535 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,931,954 | DepreciationAmt |
| Book Value | $446,581 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,667,348 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SUMMER DEPOSITS | $1,728,230 |
| STUDENT DEPOSITS | $1,003,769 |
| ACCRUED SALARIES | $335,685 |
| LINE OF CREDIT | $518,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,586,150 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,162,462 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $198,710 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $39,643 | OtherRevenueAmt |
| Revenue Not Reported | $238,353 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,924,109 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $16,712 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,454,675 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,471,387 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,395,496 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,379,191 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $139,643 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $139,643 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,239,548 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,454,675 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,454,675 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,694,223 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SCHOOL, A NOT-FOR-PROFIT ORGANIZATION OPERATING UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, IS GENERALLY EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES. THE SCHOOL'S WHOLLY OWNED NOT-FOR-PROFIT REAL ESTATE HOLDING CORPORATION WAS FORMED IN NOVEMBER 1996, UNDER SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM FEDERAL, STATE AND LOCAL TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SCHOOL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAX JURISDICTION. FEDERAL TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS - DIRECT EXPENSES 139,643. IN KIND DONATION -100,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,454,675. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS - DIRECT EXPENSES 139,643. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,454,675. |
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 HAS PUBLISHED ITS NOTICE OF NON-DISCRIMINATORY POLICY ON ITS WEBSITE AT WWW.BUCKLEYCOUNTRYDAY.COM. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVES FUNDING FROM NEW YORK STATE. THE CATEGORIES WHERE FUNDING IS APPLIED FOR AND RECEIVED ARE: MANDATED SERVICES AID, COMPREHENSIVE ATTENDANCE PROGRAM, AND PUPIL ATTENDANCE REPORTING. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FALL FAIR | NameOfEvent1Amt |
| Gross Receipts Event1 | $332,718 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $332,718 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $114,459 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | SPRING GALA | NameOfEvent2Amt |
| Gross Receipts Event2 | $195,266 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $195,266 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $100,442 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $23,258 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $23,258 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $25,184 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $551,242 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $551,242 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $240,085 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $240,085 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $311,157 | NetIncomeSummaryAmt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THERESA FOY CFO | BusinessNameLine1 |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 IU WILLETS ROAD | AddressLine1 |
| City | ROSLYN | City |
| State | NY | State |
| ZIP Code | 11576 | ZIPCode |
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 |
|---|---|---|
| STUDENT SCHOLARSHIP | 79 | $1,221,375 |
| FACULTY STUDENTS | 9 | $233,300 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANTS THE ORGANIZATION RECEIVED ARE ONLY BASED ON THE ORGANIZATION'S SUBMISSION OF PROOF OF QUALIFIED PURCHASES. THE ORGANIZATION RECEIVES A GRANT FOR PROFESSIONAL EDUCATION, CERTAIN MEDIA EXPENSES AND CAPITAL EXPENDITURES. THE ORGANIZATION MONITORS THEIR SPENDING AND THEN SUBMITS PROOF OF PAYMENT IN ORDER TO MAKE REIMBURSEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEAN-MARC JUHEL | ||||||||||||||
| HEADMASTER | $247,870 | $0 | $50,000 | $0 | $0 | $0 | $17,220 | $0 | $33,945 | $0 | $349,035 | $0 | $0 | $0 |
| ALEXANDRA WHELEHAN | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $133,980 | $0 | $0 | $0 | $0 | $0 | $6,600 | $0 | $18,106 | $0 | $158,686 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | AS OUTLINED IN HIS CONTRACT WITH THE SCHOOL, THE HEADMASTER IS REQUIRED TO RESIDE ON CAMPUS TO MEET THE ONGOING NEEDS OF THE SCHOOL COMMUNITY INCLUDING, BUT NOT LIMITED TO: ATTENDANCE AND SUPERVISION AT CAMPUS EVENTS BOTH DURING THE SCHOOL DAY, IN THE EVENINGS AND ON WEEKENDS AND VACATIONS; BEING AVAILABLE AND PRESENT FOR PARENTS, STUDENTS AND APPLICANTS, AND INFORMAL SUPERVISION OF THE SECURITY OF THE SCHOOLS' BUILDINGS AND GROUNDS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (7 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| JEAN-MARC JUHEL | |||
| HEADMASTER OF SCHOOL | $23,895 | TUITION REIMBURSEMENT | COURSEWORK TOWARD ADVANCED DEGREES |
| JESSICA RAFFAELE | |||
| EMPLOYEE | $4,447 | TUITION REIMBURSEMENT | COURSEWORK TOWARD ADVANCED DEGREES |
| KATHERINE ROBINSON | |||
| EMPLOYEE | $970 | TUITION REIMBURSEMENT | COURSEWORK TOWARD ADVANCED DEGREES |
| KATIE FARIELLO | |||
| EMPLOYEE | $2,210 | TUITION REIMBURSEMENT | COURSEWORK TOWARD ADVANCED DEGREES |
| LINDA BERNARD | |||
| EMPLOYEE | $2,446 | TUITION REIMBURSEMENT | COURSEWORK TOWARD ADVANCED DEGREES |
| CARIN SHACKEL | |||
| EMPLOYEE | $4,447 | TUITION REIMBURSEMENT | COURSEWORK TOWARD ADVANCED DEGREES |
| ISAAC NEAL | |||
| EMPLOYEE | $480 | TUITION REIMBURSEMENT | COURSEWORK TOWARD ADVANCED DEGREES |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | RENOVATIONS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE OF GIFT F | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF THE 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR THEIR REVIEW, COMMENT AND DISCUSSION WITH THE INDEPENDENT AUDITORS. AFTER THIS REVIEW, A FINAL DRAFT OF THE 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES WITH A RECOMMENDATION FROM THE AUDIT COMMITTEE TO FILE WITH THE IRS. THE BOARD OF TRUSTEES IS AFFORDED AMPLE TIME TO REVIEW THE DOCUMENT IN ADVANCE OF A REGULARLY SCHEDULED BOARD MEETING. THE AUDIT CHAIR PROVIDES AN OVERVIEW OF THE DRAFT AND ENTERTAINS QUESTIONS FROM THE BOARD. AFTER ALL QUESTIONS HAVE BEEN ASKED AND ANSWERED; THE AUDIT COMMITTEE CHARGES THE CFO TO FILE THE DOCUMENT WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS PART OF THE POLICY, THE BOARD IS REQUIRED ANNUALLY TO SIGN AN ANNUAL DISCLOSURE STATEMENT INDICATING THAT THEY HAVE RECEIVED, UNDERSTAND, AND AGREE TO COMPLY WITH THE POLICY. THE BOARD REVIEWS THESE SIGNED STATEMENTS ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | UPON HIRING, THE HEADMASTER'S INITIAL COMPENSATION IS ESTABLISHED BY THE BOARD EXECUTIVE COMMITTEE; COMPRISED OF THE BOARD CHAIR AND SEVERAL OTHER LONG-STANDING BOARD MEMBERS WHO ARE INDEPENDENT OF THE INDIVIDUAL BEING HIRED. IN DETERMINING THIS COMPENSATION, THE COMMITTEE REVIEWS THE INDIVIDUAL'S PROFESSIONAL EXPERIENCE AND PRIOR SALARY HISTORY, AND REFERS TO CURRENT NYSAIS, NAIS, GUIDESTAR AND SIMILAR SALARY INFORMATION, AS A BENCHMARK FOR COMPENSATION FOR SIMILAR POSITIONS. ANNUALLY, THE HEADMASTER'S COMPENSATION IS REVIEWED AND BENCHMARKED WITH PEER INSTITUTIONS OPERATING SIMILAR BUSINESSES IN THIS REGION. KEY EMPLOYEE COMPENSATION UPON HIRING, THE INITIAL COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY THE HEADMASTER, AFTER REVIEWING THE INDIVIDUAL'S PROFESSIONAL EXPERIENCE, CREDENTIALS AND PRIOR SALARY HISTORY. THE HEADMASTER REFERS TO INDUSTRY BENCHMARKING TOOLS TO ASSIST IN ESTABLISHING A SALARY FOR ALL KEY EMPLOYEES. ANNUALLY, EACH KEY EMPLOYEE PARTICIPATES IN A REVIEW PROCESS WITH THE HEADMASTER AND SALARY MODIFICATIONS ARE OUTLINED IN A LETTER OF AGREEMENT. KEY EMPLOYEE SALARIES ARE INCLUDED IN THE SCHOOL'S BUDGET IN DESIGNATED DEPARTMENT LINE ITEMS; INCLUDED WITH OTHER EMPLOYEES WHO ALSO SERVE IN THOSE SPECIFIC DEPARTMENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL INFORMATION INCLUDING TAX RETURNS, FORMS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES HAVE BEEN MADE FROM THE PRIOR YEAR. |
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