2014-05-13T19:40:18-05:00 2013-06-30 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2012-07-01 141364656 TUXEDO PARK SCHOOL TUXE 8453514737 CAMP COMFORT ROAD TUXEDO PARK NY 10987 MICHAEL MURPHY 8453514737 2014-05-12 1 FREDERICK H ROTHMAN P01275277 2128674000 2012 2015-11-30 17:44:51Z PAMELA VAN DER LEE CAMP COMFORT ROAD TUXEDO PARK NY 10987 17820384 0 X TUXEDOPARKSCHOOL.ORG X 1900 NY THE MISSION OF TUXEDO PARK SCHOOL IS TO TEACH STUDENTS TO BECOME LIFE-LONG LEARNERS AND THOUGHTFUL, PRODUCTIVE CITIZENS AND LEADERS IN THEIR COMMUNITIES, OUR COUNTRY AND THE WORLD. IN ALL ASPECTS OF SCHOOL LIFE WE VALUE INTEGRITY, INDEPENDENCE, COOPERATION, RESPONSIBILITY, COMPASSION, AND RESPECT FOR OTHERS. THE SCHOOL SUPPORTS AND EXPECTS EXCELLENCE IN THE FACULTY AND IN ALL ACADEMIC AND CO-CURRICULAR PROGRAMS, INCORPORATING HIGH ACADEMIC STANDARDS WHICH ARE BOTH ACCESSIBLE AND CHALLENGING TO MOTIVATED STUDENTS. OUR TEACHERS HELP STUDENTS APPRECIATE THE JOY OF LEARNING AND THE SATISFACTION OF MEETING SIGNIFICANT CHALLENGES. THE SCHOOL PROVIDES A SAFE, NURTURING EDUCATION COMMUNITY THAT IS SMALL ENOUGH FOR EACH CHILD TO BE KNOWN, TO BE APPRECIATED, AND TO HAVE APPROPRIATE OPPORTUNITIES TO PARTICIPATE AND TO LEAD. 21 20 76 20 0 0 445142 657862 6512913 6697894 273947 453659 316113 388396 7548115 8197811 1455030 1760355 0 0 3911883 4389699 0 0 241082 2456445 2306061 7823358 8456115 -275243 -258304 18933362 14669747 7419392 2941197 11513970 11728550 X THE MISSION OF TUXEDO PARK SCHOOL IS TO TEACH STUDENTS TO BECOME LIFE-LONG LEARNERS AND THOUGHTFUL, PRODUCTIVE CITIZENS AND LEADERS IN THEIR COMMUNITIES, OUR COUNTRY AND THE WORLD. IN ALL ASPECTS OF SCHOOL LIFE WE VALUE INTEGRITY, INDEPENDENCE, COOPERATION , RESPONSIBILITY, COMPASSION, AND RESPECT FOR OTHERS. THE SCHOOL SUPPORTS AND EXPECTS EXCELLENCE IN THE FACULTY AND IN ALL ACADEMIC AND CO-CURRICULAR PROGRAMS, INCORPORATING HIGH ACADEMIC STANDARDS WHICH ARE BOTH ACCESSIBLE AND CHALLENGING TO MOTIVATED STUDENTS. OUR TEACHERS HELP STUDENTS APPRECIATE THE JOY OF LEARNING AND THE SATISFACTION OF MEETING SIGNIFICANT CHALLENGES. THE SCHOOL PROVIDES A SAFE, NURTURING EDUCATION COMMUNITY THAT IS SMALL ENOUGH FOR EACH CHILD TO BE KNOWN, TO BE APPRECIATED, AND TO HAVE APPROPRIATE OPPORTUNITIES TO PARTICIPATE AND TO LEAD. 0 0 6475660 1760355 6781399 THE SCHOOL PROVIDES A CONTINUOUS EDUCATION PROGRAM FOR BOYS AND GIRLS FROM PRESCHOOL THROUGH NINTH GRADE. THE SCHOOL PROVIDED EDUCATION TO APPROXIMATELY 243 STUDENTS IN 2013. 6475660 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 76 1 0 0 0 0 0 1 1 0 0 0 0 X 21 20 0 0 0 0 0 1 1 1 1 0 0 1 1 0 0 1 1 1 1 0 NY X MICHAEL MURPHY 8453514737 CAMP COMFORT ROAD TUXEDO PARK NY 10987 PAM VAN DER LEE 4.00 X X 0 0 0 SCOTT SHAW 4.00 X X 0 0 0 THOMAS MCKAY 4.00 X X 0 0 0 MAUREEN COEN 4.00 X X 0 0 0 KATHLEEN MCNAMARA 60.00 X X 224150 0 15295 ROBERT BUETTNER 2.00 X 0 0 0 ANDREA BURDICK 2.00 X 0 0 0 ANNE CHRISTENSEN 2.00 X 0 0 0 PATRICK DONAGHY 2.00 X 0 0 0 ARCHIE GWATHMEY 2.00 X 0 0 0 CHRISTOPHER HANSEN 2.00 X 0 0 0 STACEY KIRSCHENBAUM 2.00 X 0 0 0 LISA LAICO 2.00 X 0 0 0 ELIZABETH MCWHORTER 2.00 X 0 0 0 CAITLYN PORTO 2.00 X 0 0 0 ROBERT SILVAY 2.00 X 0 0 0 PHILIP TAVANI 2.00 X 0 0 0 LISA ULLMAN 2.00 X 0 0 0 MICHAEL VASSEGHI 2.00 X 0 0 0 BEVERLY WHITAKER 2.00 X 0 0 0 ELENA YORDAN 2.00 X 0 0 0 MICHAEL J MURPHY 50.00 X 161306 0 16044 MATTHEW HEARD 40.00 X 108803 0 15004 ANREW MONACHELLI 40.00 X 101100 0 18068 DAWN KRANZO 40.00 X 101625 0 12190 696984 0 76601 5 0 1 0 FLIK INTERNATIONAL CORP BY CHARTWELLS PO BOX 417632 BOSTON MA 02241 FOOD SERVICE/CATERING 341625 CHESTNUT RIDGE TRANSIT INC 56 W CHURCH STREET SPRING VALLY NY 10977 TRANSPORTATION SERVICES 133535 SOS FUELS PO BOX 833 TUXEDO PARK NY 10987 OIL/PROPANE/HVAC SERVICES 126706 3 42025 615837 44211 657862 TUITION 611110 6273935 6273935 AUXILIARY FEES 611110 352320 352320 AFTER SCHOOL PROGRAM 611620 71639 71639 6697894 355182 355182 75000 3000 72000 72000 72000 9648529 9550052 98477 98477 98477 302412 69521 232891 232891 DUES AND OTHER STUDENT FEES 611110 83505 83505 83505 8197811 6781399 0 758550 1760355 1760355 277998 191819 75060 11119 3367159 2327825 905108 134226 132461 92134 38471 1856 328171 243598 69373 15200 283910 193111 79194 11605 24460 24460 32000 32000 94781 57628 36820 333 769293 566555 195704 7034 70943 45043 20950 4950 397175 345541 39718 11916 110227 55970 33807 20450 12653 12653 368206 320339 36821 11046 51792 51792 FOOD 265075 265075 BAD DEBT EXPENSE 20050 20050 STUDENT AWARDS 7500 7500 81906 3167 67392 11347 8456115 6475660 1739373 241082 184864 25246 179036 637227 145525 128711 227599 407260 80000 46136 64937 11203725 4587184 6855341 6616541 11294861 6709825 18933362 14669747 478484 618797 834365 729977 6000000 1500000 106543 92423 7419392 2941197 X 1961641 5013436 4041581 1204366 5510748 5510748 11513970 11728550 18933362 14669747 -258304 472884 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6788911 621795 303000 7107706 6970618 108293 290000 6788911 4384809 1452165 492186 5344788 3621957 74167 1099161 410476 4384809 0.11000 0.77000 0.12000 0 0 113500 113500 10037636 3865774 6171862 1052589 721410 331179 6616541 X 6910340 472884 472884 6437456 1760355 1760355 8197811 6695760 0 6695760 1760355 1760355 8456115 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR SCHOLARSHIPS, FACULTY ENRICHMENT, VARIOUS DEPARTMENT CHAIRS AS WELL AS OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2010 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,760,355. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,760,355. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE SCHOOL PLACES A NOTICE OF NON-DISCRIMINATORY POLICY TO STUDENTS ANNUALLY IN A PERIODICAL. IT WAS LAST PUBLISHED IN THE NEW YORK TIMES ON MAY 31, 2013. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED NEW YORK STATE AID FOR MANDATED SERVICES AUCTION/BENEFIT 254022 254022 10000 1399 19779 9185 10905 GOLF OUTING 48390 48390 16573 1680 302412 302412 10000 1399 36352 9185 12585 69521 232891 1 SCHOLARSHIPS AND TUITION ASSISTANCE 99 1760355 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS ARE AWARDED BASED ON ELIGIBILITY AND GREATEST NEED BY THE SCHOLARSHIP COMMITTEE. THE SCHOLARSHIPS ARE GIVEN EACH YEAR WITHIN A BOARD-APPROVED BUDGET. THEY ARE TRACKED THROUGH THE STUDENT BILLING DATABASE WHICH IS THEN VERIFIED BY THE DIRECTOR OF FINANCE, AND INCLUDED IN THE SCOPE OF THE ANNUAL AUDIT BY AN INDEPENDENT ACCOUNTING FIRM. X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 KATHLEEN MCNAMARA 219150 0 0 0 5000 0 5698 0 9597 0 239445 0 0 0 MICHAEL J MURPHY 147756 0 13550 0 0 0 0 0 16044 0 177350 0 0 0 PART I, LINE 1A THE HEADMASTER IS REQUIRED BY CONTRACT TO LIVE IN SCHOOL OWNED HOUSING IN ORDER TO ACCOMMODATE ONGOING OPERATIONAL MEETINGS, CONDUCT FUND RAISING ACTIVITIES AND TO BE IMMEDIATELY AVAILABLE IN CASE OF EMERGENCIES. THE SCHOOL DOES NOT REIMBURSE THE HEADMASTER AS ALL EXPENSES RELATING TO THE PROPERTY ARE PAID DIRECTLY BY THE SCHOOL. THE HOUSING ALLOWANCE BENEFIT IS REPORTED AS NON-TAXABLE COMPENSATION. SUPPLEMENTAL INFORMATION PART III PART I, LINE 7: BONUSES ARE DETERMINED BY THE BOARD AND ARE BASED ON PERFORMANCE. KATHLEEN MCNAMARA HEAD OF SCHOOL PERSONAL LOAN X 100000 80000 0 1 1 80000 X 3 32812 SALE PRICE X AUCTION ITEMS 5 11399 SALE PRICE 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD HAS A MEMBERSHIP COMMITTEE THAT RECOMMENDS INDIVIDUALS FOR THE BOARD. THE BOARD THEN ELECTS A MEMBER TO FILL AN EXISTING POSITION. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING BODY (BOARD) APPROVES/OR DISAPPROVES BY MEANS OF MAJORITY VOTE. FORM 990, PART VI, SECTION B, LINE 11 THE FEDERAL FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE CHAIR PRESENTED THE FEDERAL FORM 990 AT THE BOARD MEETING AND MADE COPIES AVAILABLE TO THE FULL BOARD. THE BOARD ACCEPTED THE FEDERAL FORM 990 AS PRESENTED, AND IT WAS SUBSEQUENTLY FILED. FORM 990, PART VI, SECTION B, LINE 12 IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE MEMBERS OF BOARD OR THE COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSONS, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE IS CHARGED WITH DETERMINING THE COMPENSATION OF THE HEADMASTER. WITH INPUT FROM AN OUTSIDE CONSULTANT, NAIS STATISTICS AND THE STUDENT PARENT BODY, A FAIR COMPENSATION IS CALCULATED. THIS INFORMATION IS THEN PRESENTED TO THE BOARD OF TRUSTEES FOR FINAL APPROVAL. THIS IS DOCUMENTED IN THE MINUTES AND A WRITTEN DOCUMENT IS GIVEN TO THE BUSINESS MANAGER INDICATING THE APPROVED COMPENSATION. THIS PROCESS LAST OCCURRED IN 2012. FORM 990, PART VI, SECTION C, LINE 19 ANY CONFLICT OF INTEREST IS BROUGHT TO THE ATTENTION OF THE HEADMASTER OR BUSINESS MANAGER. THIS INFORMATION IS THEN PRESENTED TO THE BOARD OF TRUSTEES. ALL BOARD MEMBERS SIGN OFF AT THE ANNUAL REORGANIZATION MEETING REGARDING THEIR UNDERSTANDING OF THE POLICY AND THEIR ACKNOWLEDGEMENT TO REPORT ANY CONFLICT OF INTEREST. FORM 990, PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE $1,500 LIABILITY BONDS PAYABLE IS FROM A ORANGE COUNTY IDA SERIES 2002 BOND, ISSUED BEFORE 12/31/02