BUCKLEY SCHOOL IN THE CITY OF NEW YORK: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BUCKLEY SCHOOL IN THE CITY OF NEW YORK (EIN 13-1837409)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201301349349300740
- Schema version
- 2011v1.5
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T09:45:06-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100172703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131837409 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Buckley School in the City of New York | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % THOMAS STANTON | InCareOfName |
| Name Control | BUCK | NameControl |
| Phone | 2125358787 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 EAST 73RD STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS STANTON | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129498700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GREG O'MELIA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 EAST 73RD STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29255973 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BUCKLEYSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1913 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE GOALS OF THE BUCKLEY SCHOOL ARE THAT EVERY BOY LEARN FUNDAMENTAL SKILLS, GAIN CONFIDENCE THROUGH DISCIPLINED THOUGHT AND ACTION, AND DEVELOP PERSONAL INTEGRITY AND RESPECT FOR OTHERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 130 | TotalNbrEmployees |
| Total Nbr Volunteers | 105 | TotalNbrVolunteers |
| Total Gross UBI | 92537 | TotalGrossUBI |
| Contributions Grants Prior Year | 2584339 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3152282 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12340941 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13871655 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1249249 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8792 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4812226 | OtherRevenuePriorYear |
| Other Revenue Current Year | 125384 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20986755 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17158113 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 963000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10855718 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11210867 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1382820 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4687170 | OtherExpensePriorYear |
| Other Expenses Current Year | 5720916 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15542888 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17894783 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5443867 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -736670 | RevenuesLessExpensesCY |
| Total Assets BOY | 69987945 | TotalAssetsBOY |
| Total Assets EOY | 68667671 | TotalAssetsEOY |
| Total Liabilities BOY | 2590888 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2909938 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 67397057 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 65757733 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE GOALS OF THE BUCKLEY SCHOOL ARE THAT EVERY BOY LEARN FUNDAMENTAL SKILLS, GAIN CONFIDENCE THROUGH DISCIPLINED THOUGHT AND ACTION, DEVELOP PERSONAL INTEGRITY AND RESPECT FOR OTHERS, AND DISCOVER THE JOY OF LEARNING AND THE SATISFACTION OF PURSUING EXCELLENCE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11889352 | Expense |
| Grants | 963000 | Grants |
| Revenue | 13871655 | Revenue |
| Description | THE SCHOOL PROVIDED EDUCATION TO 374 BOYS IN GRADES KINDERGARTEN TO NINTH AND CONTINUED TO FULFILL ITS CORE MISSION OF DEVELOPING FUNDAMENTAL SKILL, INTEGRITY RESPECT AND THE JOY OF LEARNING AND SATISFYING THE PURSUIT OF EXCELLENCE. | Description |
| Total Program Service Expense | 11889352 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 130 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THOMAS STANTON | NamePerson |
| Telephone Number | 2125358787 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 EAST 73RD STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| WILLIAM VON MUEFFLING | ||||||||
| PRESIDENT | 4.0 | X | X | 0 | 0 | 0 | ||
| MICHAEL BRADLEY | ||||||||
| VICE PRESIDENT | 2.0 | X | X | 0 | 0 | 0 | ||
| WILLIAM VRATTOS | ||||||||
| TREASURER | 2.0 | X | X | 0 | 0 | 0 | ||
| WINTHROP RUTHERFURD JR | ||||||||
| SECRETARY | 2.0 | X | X | 0 | 0 | 0 | ||
| CATHERINE CARVER DUNN | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| ALEXANDER AUERSPERG | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN COUMANTAROS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PETER JOHN GOULANDRIS | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| THOMAS D LEHRMAN | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| JOAN LONERGAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS PURCELL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RICHARD WAYNER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CHARLES H WITMER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| AERIN ZINTERHOFER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN GRIFFIN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| VICTORIA S H GRAHAM | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GREGORY O'MELIA | ||||||||
| HEADMASTER | 40.0 | X | 329529 | 0 | 115323 | |||
| THOMAS STANTON | ||||||||
| DIRECTOR OF FINANCE | 40.0 | X | 216103 | 0 | 31359 | |||
| CAROLINE BERRY | ||||||||
| Assistant Headmaster | 40.0 | 150716 | 0 | 28658 | X | |||
| PER VON SCHEELE | ||||||||
| Director of Athletics | 40.0 | 154623 | 0 | 34370 | X | |||
| SONJA ROBINSON | ||||||||
| Director of Lower School | 40.0 | 148731 | 0 | 37214 | X | |||
| JO ANN LYNCH | ||||||||
| Director of Admissions | 40.0 | 140241 | 0 | 31497 | X | |||
| RICHARD SCHMOLL | ||||||||
| Building Superintendent | 40.0 | 133468 | 0 | 34009 | X | |||
| TIMOTHY BURROUGHS | ||||||||
| Teacher | 40.0 | 132968 | 0 | 30228 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1406379 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 342658 | TotalOtherCompensation |
| Number Individuals GT100 K | 24 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 21105 | FundraisingEvents |
| Government Grants | 130839 | GovernmentGrants |
| All Other Contributions | 3000338 | AllOtherContributions |
| Noncash Contributions | 179758 | NoncashContributions |
| Total Contributions | 3152282 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611710 | 13426600 | 13426600 |
| AUXILIARY PROGRAMS | 611710 | 445055 | 445055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13871655 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 501617 | TotalRevenueColumn |
| Unrelated Business Revenue | 92537 | UnrelatedBusinessRevenue |
| Exclusion | $409,080 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11461420 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11954245 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -492825 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -492825 | TotalRevenueColumn |
| Exclusion | -$492,825 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 143615 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 21105 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 143615 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 125384 | TotalRevenueColumn |
| Exclusion | $125,384 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 125384 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17158113 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13871655 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 92537 | UnrelatedBusinessRevenue |
| Exclusion | $41,639 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 963000 | Total |
| Program Services | 963000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 731700 | Total |
| Management And General | 731700 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7676829 | Total |
| Program Services | 5494602 | ProgramServices |
| Management And General | 1785607 | ManagementAndGeneral |
| Fundraising | 396620 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 897720 | Total |
| Program Services | 626655 | ProgramServices |
| Management And General | 239571 | ManagementAndGeneral |
| Fundraising | 31494 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1313279 | Total |
| Program Services | 772518 | ProgramServices |
| Management And General | 481858 | ManagementAndGeneral |
| Fundraising | 58903 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 591339 | Total |
| Program Services | 408344 | ProgramServices |
| Management And General | 153992 | ManagementAndGeneral |
| Fundraising | 29003 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63657 | Total |
| Management And General | 63657 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45000 | Total |
| Management And General | 45000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174965 | Total |
| Management And General | 174965 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172161 | Total |
| Management And General | 172161 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71852 | Total |
| Program Services | 12828 | ProgramServices |
| Management And General | 36325 | ManagementAndGeneral |
| Fundraising | 22699 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86838 | Total |
| Program Services | 61825 | ProgramServices |
| Management And General | 16486 | ManagementAndGeneral |
| Fundraising | 8527 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17899 | Total |
| Management And General | 17795 | ManagementAndGeneral |
| Fundraising | 104 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66077 | Total |
| Program Services | 59314 | ProgramServices |
| Management And General | 6590 | ManagementAndGeneral |
| Fundraising | 173 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1318006 | Total |
| Program Services | 1054405 | ProgramServices |
| Management And General | 197701 | ManagementAndGeneral |
| Fundraising | 65900 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83338 | Total |
| Program Services | 66670 | ProgramServices |
| Management And General | 12501 | ManagementAndGeneral |
| Fundraising | 4167 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INSTRUCTIONAL EXPENSE | 899636 | 899636 | ||
| AUXILIARY PROGRAMS | 58533 | 58533 | ||
| FOOD SERVICE AND LUNCH | 727110 | 667270 | 59840 | |
| UTILITIES | 947790 | 709564 | 193878 | 44348 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 988054 | Total |
| Program Services | 34188 | ProgramServices |
| Management And General | 232984 | ManagementAndGeneral |
| Fundraising | 720882 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17894783 | Total |
| Program Services | 11889352 | ProgramServices |
| Management And General | 4622611 | ManagementAndGeneral |
| Fundraising | 1382820 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1202298 | BOY |
| EOY | 942281 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7440911 | BOY |
| EOY | 5113135 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2470557 | BOY |
| EOY | 695871 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225284 | BOY |
| EOY | 195326 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60939 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65210 | BOY |
| EOY | 38983 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 30016623 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22900853 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8068316 | BOY |
| EOY | 7115770 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28600673 | BOY |
| EOY | 27890918 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20199160 | BOY |
| EOY | 24956779 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1654597 | BOY |
| EOY | 1718608 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69987945 | BOY |
| EOY | 68667671 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166240 | BOY |
| EOY | 194313 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2086063 | BOY |
| EOY | 2286247 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 338585 | BOY |
| EOY | 429378 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2590888 | BOY |
| EOY | 2909938 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66568814 | BOY |
| EOY | 64948365 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 364243 | BOY |
| EOY | 345368 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464000 | BOY |
| EOY | 464000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67397057 | BOY |
| EOY | 65757733 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69987945 | BOY |
| EOY | 68667671 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -736670 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -902654 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 524205 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -10195 | InvestmentEarningsOrLosses |
| End Of Year Balance | 514010 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 524205 | BeginningOfYearBalance |
| End Of Year Balance | 524205 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 Years | CurrentYearMinus2Years | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Permanent Endowment EOY Balance | 0.90000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1840772 | OtherCostOrOtherBasis |
| Book Value | 1840772 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25320403 | OtherCostOrOtherBasis |
| Depreciation | 20702713 | Depreciation |
| Book Value | 4617690 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 708887 | OtherCostOrOtherBasis |
| Depreciation | 470769 | Depreciation |
| Book Value | 238118 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2146561 | OtherCostOrOtherBasis |
| Depreciation | 1727371 | Depreciation |
| Book Value | 419190 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7115770 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS IN LIMITED PARTNER | Description |
| Book Value | 24956779 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 24956779 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION | Description |
| Amount | $429,378 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 429378 | TotalOfAmounts |
| Total Revenue | 17158113 | TotalRevenue |
| Total Expenses | 17894783 | TotalExpenses |
| Excess Or Deficit For Year | -736670 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -891957 | NetUnrealizedGLOnInvestments |
| Other | -$10,697 | OtherAmount |
| Total Adjustments | -902654 | TotalAdjustments |
| Excess Or Deficit Per FS | -1639324 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15202899 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -891957 | NetUnrealizedGainsInvestments |
| Other Revenues | 74708 | OtherRevenues |
| Revenue Not Rptd F990 | -817249 | RevenueNotRptdF990 |
| Revenue Subtotal | 16020148 | RevenueSubtotal |
| Investment Expenses Not Included | 174965 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 963000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1137965 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17158113 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16831526 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 74708 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 74708 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16756818 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 174965 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 963000 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1137965 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17894783 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART X, LINE 2 | FIN 48 | The School is subject to the provisions of Topic 740-10-05 relating to accounting and reporting for uncertainty in income taxes. Because of the School's general tax-exempt status, ASC Topic 740-10-05 has not had, and is not expected to have, a material impact on its financial statements. |
| PART XI, LINE 8 | OTHER ADJUSTMENTS TO NET ASSETS | PENSION-RELATED CHARGES OTHER THAN PERIODIC COSTS - ($10,697) |
| PART XII, LINE 4B AND PART XIII, LINE 4B | OTHER ADJUSTMENTS TO REVENUE AND EXPENSES | FINANCIAL AID REPORTED NET OF REVENUE ON THE FINANCIAL STATEMENTS - $963,000 |
| PART V, LINE 4 | INTENDED USE OF THE SCHOOL'S FUNDS | THE SCHOOL'S ENDOWMENT CONSIST OF THREE INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF RESTRICTED PURPOSES AS DESIGNATED BY DONORS TO BE PERMANENTLY RESTRICTED ENDOWMENT FUNDS. |
| PART XII, LINE 2D AND PART XIII, LINE 2D | OTHER ADJUSTMENTS TO REVENUE AND EXPENSES | NET PERIODIC CREDIT - $74,708 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| LINE 3 | THE SCHOOL ADVERTISES THROUGH ISAAGNY (INDEPENDENT SCHOOLS ADMISSIONS ASSOCIATION OF GREATER NEW YORK) WHICH PLACES ADS CONTAINING A NONDISCRIMINATORY STATEMENT IN LOCAL NEWSPAPERS. |
| LINE 6A | THE SCHOOL RECEIVED FUNDING FROM THE NEW YORK STATE DEPARTMENT OF EDUCATION FOR MANDATED SERVICES, SPECIFICALLY FOR ITS DAILY ATTENDANCE REPORTING. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPRING BENEFIT | NameOfEvent1 |
| Gross Receipts Event1 | 164720 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 21105 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 143615 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 118401 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 25214 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 164720 | GrossReceiptsTotal |
| Charitable Contributions Total | 21105 | CharitableContributionsTotal |
| Gross Revenue Total Events | 143615 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 118401 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 25214 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 143615 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 30 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 963000 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCESS FOR MONITORING THE USE OF GRANT FUNDS IN THE US: | Identifier |
| Explanation | SCHOLARSHIPS ARE PROVIDED TO ELIGIBLE STUDENTS IN THE FORM OF TUITION REDUCTIONS AND IS AWARDED BASED ON DEMONSTRATED NEED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGORY O'MELIA | |||||||||||||
| 329529 | 0 | 0 | 0 | 0 | 0 | 50000 | 0 | 65323 | 0 | 444852 | 0 | 0 | 0 |
| PER VON SCHEELE | |||||||||||||
| 154623 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 34370 | 0 | 188993 | 0 | 0 | 0 |
| THOMAS STANTON | |||||||||||||
| 216103 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 31359 | 0 | 247462 | 0 | 0 | 0 |
| CAROLINE BERRY | |||||||||||||
| 150716 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 28658 | 0 | 179374 | 0 | 0 | 0 |
| SONJA ROBINSON | |||||||||||||
| 148731 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 37214 | 0 | 185945 | 0 | 0 | 0 |
| JO ANN LYNCH | |||||||||||||
| 140241 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 31497 | 0 | 171738 | 0 | 0 | 0 |
| RICHARD SCHMOLL | |||||||||||||
| 133468 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 34009 | 0 | 167477 | 0 | 0 | 0 |
| TIMOTHY BURROUGHS | |||||||||||||
| 132968 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 30228 | 0 | 163196 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 33 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 179758 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990 | DIRECTOR OF FINANCE REVIEWS THE FORM 990 AND ALL SCHEDULES AND ATTACHMENTS TO VERIFY ACCURACY. IF THERE ARE ANY QUESTIONS, COMMENTS AND/OR EDITS, HE CONFERS WITH THE TAX PREPARER TO DISCUSS THE ITEMS. DIRECTOR OF FINANCE DISCUSSES THE FORM WITH THE SCHOOL'S HEADMASTER AND WILL THEN EMAIL FORM 990 TO ALL MEMBERS OF THE BOARD. |
| PART VI, SECTION B, LINE 15B | DETERMINATION OF COMPENSATION | THE HEADMASTER'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHO USES COMPARABLE DATA AND OTHER METRICS TO SET THE COMPENSATION. THE BOARD APPROVES A GENERAL PERCENTAGE SALARY INCREASE FOR OTHER KEY EMPLOYEES AND ALL OTHER EMPLOYEES. THE HEADMASTER WITH THE INPUT OF OTHER MEMBERS OF THE ADMINISTRATIVE TEAM THEN USES COMPARABLE DATA IN ORDER TO ALLOCATE THE AVAILABLE FUNDS. |
| PART XI, QUESTION 5 | RECONCILIATION OF NET ASSETS | OTHER CHANGES IN NETS ASSETS REPRESENTS $(891,957) IN UNREALIZED LOSSES ON INVESTMENTS AND $(10,697) IN CHANGES IN PENSION OTHER THAN PERIODIC COSTS, FOR A TOTAL OF $(902,654) |
| PART VI, SECTION A, LINE 8B | DOCUMENTATION OF MEETINGS | THE SCHOOL KEPT CONTEMPORANEOUS MINUTES OF ITS GOVERNING BOARD, HOWEVER THEY DID NOT KEEP MINUTES OF THEIR COMMITTEE MEETINGS THAT TOOK PLACE DURING FISCAL-YEAR 2012. ANY ACTIONS THE COMMITTEES WOULD LIKE TO MAKE ARE FIRST PRESENTED AND APPROVED BY THE BOARD. THIS WILL BE ADDRESSED AND FORMAL MEETINGS WILL BE KEPT FOR ALL SUB-COMMITTEES MEETINGS GOING FORWARD. |
| PART VI, SECTION C, LINE 19 | AVAILABILITY OF GOVERNING DOCUMENTS | THE SCHOOL'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. |
| FORM 8868 | THE SCHOOL'S APPLICATION FOR EXTENSION OF TIME TO FILE FOR AN EXEMPT ORGANIZATION, FORM 8868, WAS ELECTRONICALLY FILED. | |
| RESTATEMENT OF BEGINNING NET ASSETS | THE JUNE 30, 2011, NET ASSETS HAVE BEEN RESTATED BY $8,885,040 TO ADJUST FOR IMPRECISE AMOUNT OF ACCUMULATED DEPRECIATION, PREPAID PENSION CREDIT AND NET ASSETS REPORTED IN PRIOR YEARS. |
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