2014-04-14T13:21:03-05:00 2013-06-30 EISNERAMPER LLP 750 THIRD AVENUE NEW YORK NY 100172703 990 2012-07-01 131634966 COLLEGIATE SCHOOL INC % M MARGARET JADIN COLL 2128128500 260 WEST 78TH STREET Suite NEW YORK NY 10024 MARGARET JADIN 2128128500 2014-05-10 true JULIE FLOCH 2129498700 2012 2015-11-30 17:44:51Z LEE LEVISON C/O COLLEGIATE 260 W 78TH ST NEW YORK NY 10024 73010983 false X www.collegiateschool.org X 1940 NY Collegiate School strives to educate each boy to reach his highest level of intellectual, ethical, artistic and physical development. 25 25 251 110 29436 8397696 11614833 25497289 26669314 1104647 3912623 46730 27427 35046362 42224197 3705124 3659436 0 0 20616699 22069234 117500 71500 1656648 8157683 9673966 32597006 35474136 2449356 6750061 122617000 134032894 8246977 9431994 114370023 124600900 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 28424256 3659436 26676240 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. 28424256 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 58 0 true 251 true true true false false false false true true false false false false X 25 25 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 2.0 X X 0 0 0 Josephine Linden 2.0 X X 0 0 0 Jonathan K Youngwood 2.0 X X 0 0 0 David Alejandro 1.0 X 0 0 0 Ethan Berman 1.0 X 0 0 0 DAVID COULSON 1.0 X 0 0 0 YALE FERGANG 1.0 X 0 0 0 MARILYN J FLOOD 1.0 X 0 0 0 KATHRYN QUADRACCI FLORES MD 1.0 X 0 0 0 DOUG GRIEBEL 1.0 X 0 0 0 PETER JOHN GOULANDRIS 1.0 X 0 0 0 CAROL SUTTON LEWIS 1.0 X 0 0 0 JOCELYN LIEU 1.0 X 0 0 0 ADAM E MAX 1.0 X 0 0 0 JOHN J MOON 1.0 X 0 0 0 STEVEN O NEWHOUSE 1.0 X 0 0 0 MICHAEL C OVERINGTON 1.0 X 0 0 0 STEFAN REYNIAK 1.0 X 0 0 0 SUSAN RODRIGUEZ 1.0 X 0 0 0 LUIS UBINAS 1.0 X 0 0 0 ARTHUR YEE MD 1.0 X 0 0 0 PETER HERZIG 1.0 X 0 0 0 REBECCA NEARY 1.0 X 0 0 0 SANDEEP MATHRANI 1.0 X 0 0 0 DR MARY KLOTMAN 1.0 X 0 0 0 LEE LEVISON 40.0 X 587241 0 113542 MMARGARET JADIN 40.0 X 350047 0 38690 WILLIAM BULLARD 40.0 X 242826 0 26484 LAURA HANSEN 40.0 X 227532 0 16035 BETH TASHLIK 40.0 X 206968 0 34315 ANDREW HOLMGREN 40.0 X 193373 0 30134 Joanne Heyman 40.0 X 186295 0 31967 1994282 0 291167 70 false true false Gorton Partners LLC 21 West 38th Street NEW YORK NY 10018 CONSTRUCTION FIRM 156870 Community Counseling Service Co PO Box 27462 NEW YORK NY 100877462 CONSULTING FIRM 105000 Peter Gluck Partners 423 W 127th Street 6 FL NEW YORK NY 10027 ARCHITECTURE FIRM 527443 GREENBURG TRAURIG LLP METLIFE BUILDING 200 PARK AVENUE NEW YORK NY 10166 LAW FIRM 512061 4 355112 189663 11070058 993923 11614833 TUITION & FEES 611710 25576116 25576116 SPECIAL PROGRAMS 611710 1093198 1093198 26669314 1516157 29436 1486721 0 0 20700 20700 0 20700 20700 33089099 30692633 2396466 2396466 2396466 94153 355112 94153 0 0 0 MISCELLANEOUS INCOME 611710 6727 6727 6727 42224197 26676041 29436 3903887 0 3659436 3659436 0 0 1994282 1056994 937288 0 15159159 12840020 1530286 788853 1018531 820626 164454 33451 2727362 2111894 518311 97157 1169900 982599 141060 46241 0 78515 78515 82679 82679 0 71500 71500 280227 280227 469082 358317 91707 19058 0 1720090 1159874 341035 219181 181161 122814 55467 2880 0 433321 261908 155376 16037 630617 617193 7451 5973 0 2554 2554 0 361670 361670 1582865 1344883 155634 82348 203956 203956 BOOKS AND OTHER ACADEMIC EXP 599575 599575 FOOD SERVICES 952021 952021 MISCELLANEOUS EXPENSE 307355 14135 112285 180935 CONSTRUCTION EXPENSE 1788278 1519413 175831 93034 35474136 28424256 5393232 1656648 13309 35874 20649314 26932798 17540967 16647483 464050 816885 0 0 0 0 450000 450000 0 0 600003 662734 38587201 18872782 17900188 19714419 46811717 50580967 17303396 16920379 0 0 0 0 884056 1271355 122617000 134032894 3168171 4119495 0 0 5078806 5312499 0 0 0 0 0 0 0 0 0 0 0 0 8246977 9431994 X 66827507 77557232 28317816 27709416 19224700 19334252 114370023 124600900 122617000 134032894 X 6750061 3491137 -10321 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19607222 109552 2193213 980246 20929741 21012344 225273 -654412 975983 19607222 18879965 576563 2674318 1118502 21012344 18671190 175418 45450 12093 18879965 18090844 580346 18671190 0.92000 0.08000 false false 230680 230680 28445349 15107838 13337511 4237384 3071341 1166043 1340951 693603 647348 4332837 0 4332837 19714419 HOLDING CORPORATION -1399667 F ALTERNATIVE INVESTMENTS 18320046 F 16920379 0 0 X 41739671 3491137 3491137 38248534 280227 3695436 3975663 42224197 31508794 335991 335991 31172803 280227 4021106 4301333 35474136 USES OF ORGANIZATION'S ENDOWMENT FUNDS PART V, LINE 4 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. SCHEDULE D PART X LINE 2 INCOME TAX UNCERTAINTIES COLLEGIATE IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740-10-05 RELATING TO THE ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. ALTHOUGH COLLEGIATE IS SUBJECT TO EXCISE TAXES ON ITS INVESTMENTS AND RENTAL INCOME, DUE TO ITS GENERAL-TAX EXEMPT STATUS, ASC TOPIC 740-10-05 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON COLLEGIATE'S FINANCIAL STATEMENTS. SCHEDULE D PART XII LINE 4B REVENUE INCLUDED IN FORM 990 NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS FINANCIAL AID OFFSET AGAINST TUITION INCOME $ 3,659,436 INTEREST- WEST END PLAZA 36,000 __________ TOTAL $ 3,695,436 =========== SCHEDULE D PART XII LINE 2D EXPENSES ON FINANCIAL STATEMENTS NOT INCLUDED IN FORM 990 PART XII LINE 2D EXPENSES FROM AFFILIATE - WEST END PLAZA $497,058 INTERCOMPANY ELIMINATIONS (161,067) --------- TOTAL EXPENSES ON FINANCIAL STATEMENTS NOT ON 990 $335,991 ========= SCHEDULE D PART XIII LINE 4B EXPENSES INCLUDED IN FORM 990 NOT INCLUDED IN FINANCIAL STATEMENTS FINANCIAL AID OFFSET AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS $ 3,659,436 SUBSIDY PAID TO AFFILIATE - WEST END PLAZA 361,670 ------------ TOTAL OTHER EXPENSES IN FORM 990 NOT ON FINANCIAL STMTS $ 4,021,106 ============ true true true true true true true false false false false false false false false true false true SCHEDULE E PART I LINE 3 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. SCHEDULE E PART I LINE 6A ASSISTANCE FROM GOVERNMENTAL AGENCY AID FROM NEW YORK STATE DEPARTMENT OF EDUCATION FOR MANDATED SERVICES AMOUNTED TO $189,663. Central America and the Caribbean Investments 4187688 4187688 4187688 true false false false false false X true COMMUNITY COUNSELING SERVICE 461 FIFTH AVENUE THIRD FLOOR NEW YORK NY 10017 CAPITAL CAMPAIGN false 0 71500 0 0 71500 0 NY SCHOLARSHIP BEN 449265 355112 94153 19908 65159 9086 0 449265 355112 94153 19908 65159 9086 94153 true STUDENT SCHOLARSHIPS 111 3659436 FMV TUITION REDUCTION SCHEDULE I PART I LINE 2 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 587241 0 0 0 0 0 57000 0 56542 0 700783 0 0 0 MMARGARET JADIN 350047 0 0 0 0 0 23398 0 15292 0 388737 0 0 0 WILLIAM BULLARD 242826 0 0 0 0 0 16675 0 9809 0 269310 0 0 0 LAURA HANSEN 227532 0 0 0 0 0 15412 0 623 0 243567 0 0 0 BETH TASHLIK 206968 0 0 0 0 0 24506 0 9809 0 241283 0 0 0 ANDREW HOLMGREN 193373 0 0 0 0 0 12994 0 17140 0 223507 0 0 0 Joanne Heyman 186295 0 0 0 0 0 22158 0 9809 0 218262 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 2013 WAS APPROXIMATELY $32,900. X 49 993923 FMV false true false PART VI, GOVERNANCE, MANAGEMENT AND DISCLOSURE, LINE 6 AND 7A MEMBERS OR 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, GOVERNANCE, MANAGEMENT AND DISCLOSURE, 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, GOVERNANCE, MANAGEMENT AND DISCLOSURE, 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, GOVERNANCE, MANAGEMENT AND DISCLOSURE 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, GOVERNANCE, MANAGEMENT AND DISCLOSURE, 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 XI, RECONCILIATION OF NET ASSETS LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES LOSS FROM INVESTMENT ACCOUNTED FOR UNDER THE EQUITY METHOD $(10,321) 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 true false false false false false false true false false false false false false false false false WEST END PLAZA HOLDING CORPORATION A 36000 FMV WEST END PLAZA HOLDING CORPORATION B 361670 FMV WEST END PLAZA HOLDING CORPORATION J 125067 FMV