SCHOOL OF AMERICAN BALLET INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SCHOOL OF AMERICAN BALLET INC (EIN 13-1275970)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-05-06
- IRS object ID
- 201331269349300888
- 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 K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T14:46:45-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131655065 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST 42ND STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131275970 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOOL OF AMERICAN BALLET INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHO | NameControl |
| Phone | 2127696600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 LINCOLN CENTER PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100236592 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN DEWHURST | Name |
| Title | CFO | Title |
| Phone | 2127696600 | Phone |
| Date Signed | 2013-04-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN BERKOWITZ | Name |
| PTIN | P00154047 | PTIN |
| Phone | 2126972299 | Phone |
| Date Prepared | 2013-04-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MAX R SHULMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 LINCOLN CENTER PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16634529 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SAB.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1934 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | IN FY 2012, THE SCHOOL OF AMERICAN BALLET PASSED DOWN THE BALANCHINE BALLET TRADITION FROM 16 GIFTED FACULTY MEMBERS TO SOME 693 STUDENTS IN ITS NEW YORK WINTER TERM AND SUMMER COURSE. THESE FACULTY MEMBERS WERE AUGMENTED BY 3 SELECTED NEW YORK CITY BALLET COMPANY MEMBERS WHO PARTICIPATED IN A TEACHER TRAINING PROGRAM AT SAB. AN ADDITIONAL 61 STUDENTS STUDIED WITH SAB TEACHERS IN THE SCHOOL'S TWO-WEEK AUGUST SATELLITE WORKSHOP PROGRAM IN LOS ANGELES, WHERE IT WAS INITIATED IN 2011. IN SEEKING VERY TALENTED STUDENTS, THE SCHOOL CONTINUED ITS LOCAL, NATIONAL AND INTERNATIONAL OUTREACH AND RECRUITMENT EFFORTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 162 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4888889 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5452838 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4320714 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4522680 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1494077 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1424807 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11410 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8495 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10715090 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11408820 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1560459 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1574935 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4637139 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5087000 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1419243 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5888298 | OtherExpensePriorYear |
| Other Expenses Current Year | 5995147 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12085896 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12657082 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1370806 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1248262 | RevenuesLessExpensesCY |
| Total Assets BOY | 79643910 | TotalAssetsBOY |
| Total Assets EOY | 79928513 | TotalAssetsEOY |
| Total Liabilities BOY | 10401013 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10836948 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 69242897 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 69091565 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE SCHOOL OF AMERICAN BALLET'S MISSION IS TO TRAIN STUDENTS FOR PROFESSIONAL CAREERS IN CLASSICAL BALLET. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5008571 | Expense |
| Grants | 65000 | Grants |
| Revenue | 2046945 | Revenue |
| Description | TEACHING AND OTHER ARTISTIC PROGRAMSTHE SCHOOL PROVIDES BALLET TRAINING TO STUDENTS AGES 6 TO 19, AT APPROPRIATE LEVELS OF CONCENTRATION. DURING THE WINTER TERM (SEPTEMBER - JUNE), ADVANCED STUDENTS HAVE 38 WEEKS OF CLASSES WITH UP TO 18 HOURS PER WEEK. THE YOUNGEST STUDENTS MEET TWICE WEEKLY FOR AN HOUR FOR 34 WEEKS. DURING FY 2012, 487 STUDENTS WERE ENROLLED DURING WINTER TERM. WINTER TERM CURRICULUM ALSO INCLUDES ADDITIONAL OPPORTUNITIES, PARTICULARLY FOR ADVANCED STUDENTS, INCLUDING A CHOREOGRAPHIC WORKSHOP AND YEAR END PERFORMANCE. THE SCHOOL ALSO OFFERS A 5-WEEK INTENSIVE SUMMER COURSE. 209 STUDENTS TOOK PART IN THE SUMMER PROGRAM DURING FY 2012, REPRESENTING 35 STATES AND 8 FOREIGN COUNTRIES. AN ADDITIONAL 61 STUDENTS ENROLLED IN THE SCHOOL'S TWO-WEEK SUMMER LA WORKSHOP WHERE THEY STUDIED WITH SAB TEACHERS FROM NEW YORK. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1673652 | Expense |
| Grants | 1574935 | Grants |
| Revenue | 1349440 | Revenue |
| Description | STUDENT FINANCIAL AIDTHE SCHOOL PROVIDED OVER $1.7 MILLION IN SCHOLARSHIPS FOR TUITION AND ROOM & BOARD, AND OTHER FINANCIAL ASSISTANCE DURING FY 2012. FINANCIAL AID WAS EXTENDED TO 187 WINTER TERM STUDENTS (MORE THAN 38% OF ENROLLMENT). AMONGST WINTER TERM ADVANCED STUDENTS, THIS ASSISTANCE AMOUNTED TO 51% OF TUITION. ADVANCED STUDENTS ALSO RECEIVED $121,635 IN FINANCIAL SUPPORT FOR HIGH SCHOOL EDUCATION. 75 SUMMER COURSE ATTENDEES RECEIVED FINANCIAL ASSISTANCE (36% OF ENROLLMENT). ALSO 7 LA WORKSHOP STUDENTS RECEIVED FINANCIAL ASSISTANCE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2941124 | Expense |
| Grants | 0 | Grants |
| Revenue | 1064490 | Revenue |
| Description | STUDENT SERVICES AND RESIDENCETHE SCHOOL PROVIDES SUPPORT SERVICES FOCUSED ON STUDENTS' OVERALL HEALTH AND WELL-BEING, INCLUDING NURSING CARE, NUTRITIONAL COUNSELING, ACADEMIC TUTORING, PILATES TRAINING AND PHYSICAL THERAPY FOR STUDENTS LIVING IN THE RESIDENCE HALL (68 DURING WINTER TERM AND 198 DURING SUMMER COURSE). STAFF MEMBERS PROVIDE ON-GOING SUPERVISION, ALONG WITH SEMINARS AS WELL AS CULTURAL AND SOCIAL ACTIVITIES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 0 | Expense |
| Grants | 0 | Grants |
| Revenue | 70300 | Revenue |
| Description | THE SCHOOL RECEIVED A PROPORTIONATE SHARE OF INCOME FROM THE LINCOLN CENTER SPONSORSHIP OF MERCEDES BENZ FASHION WEEK IN FY 2012. THE REVENUE RECEIVED WAS USED FOR GENERAL PROGRAM SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Rev | 70300 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9623347 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 1 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 52 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 162 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN DEWHURST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2127696608 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SCHOOL OF AMERICAN BALLET INC 70 | AddressLine1 |
| City | NY | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ELISABETH M AMSTRONG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROSEMARY BERKERY HAUSEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PETER BOAL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CHELSEA V CLINTON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STUART H COLEMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LINDA S DAINES | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAMES H DUFFY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| FRANCES D FERGUSSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT FRIBOURG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HELEN HAJE | ||||||||
| DIRECTOR, SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||
| KAREN T HUGHES | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SUSANNAH A KAGAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CORINNE KOPELMAN | ||||||||
| DIRECTOR, VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | ||
| PETER MARTINS | ||||||||
| DIRECTOR, FACULTY CHAIR | 15.00 | X | 106050 | 0 | 5303 | X | ||
| ELIZABETH MCCREERY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH R MILLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GARFIELD L MILLER III | ||||||||
| DIRECTOR, TREASURER | 1.00 | X | 0 | 0 | 0 | X | ||
| RICHARD A MILLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ARTHUR MITCHELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STACEY C MORSE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DANIEL PACTHOD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM A PERLMUTH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SUZANNE ALLEN REDPATH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CHERRILL EDWINA SHEA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MAX R SHULMAN | ||||||||
| DIRECTOR, CHAIR | 15.00 | X | 0 | 0 | 0 | X | ||
| HOWARD SOLOMON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAMES W STEVENS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HELGI TOMASSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARJORIE L VAN DERCOOK | ||||||||
| DIRECTOR, EXECUTIVE DIRECTOR | 40.00 | X | 269321 | 0 | 19772 | X | ||
| EDWARD VILLELLA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA MANFREY VOGELSTEIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JACK T WATTERS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CAROLYN WRIGHT-LEWIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LAURA ZECKENDORF | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KELLIE JOHNSON ABREU | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JULIA KOCH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN DEWHURST | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 167082 | 0 | 15876 | X | |||
| KAY MAZZO BELLAS | ||||||||
| TEACHER, FACULTY CO-CHAIR | 40.00 | 164537 | 0 | 8227 | X | |||
| CARRIE W HINRICHS | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 141766 | 0 | 14610 | X | |||
| KATRINA KILLIAN | ||||||||
| TEACHER | 20.50 | 147108 | 0 | 14579 | X | |||
| SUSAN PILARRE | ||||||||
| TEACHER | 16.50 | 131432 | 0 | 14001 | X | |||
| JOCK SOTO | ||||||||
| TEACHER | 18.00 | 141428 | 0 | 14593 | X | |||
| DARCI KISTLER | ||||||||
| TEACHER | 20.50 | 134025 | 0 | 6701 | X | |||
| ANDREI KRAMAREVSKY | ||||||||
| TEACHER | 15.00 | 121860 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1524609 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 113662 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 1788244 | FundraisingEvents |
| Government Grants | 58250 | GovernmentGrants |
| All Other Contributions | 3606344 | AllOtherContributions |
| Total Contributions | 5452838 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611600 | 2536729 | 2536729 |
| ROOM AND BOARD FEES | 721000 | 1460302 | 1460302 |
| STDT. HEALTH INS. FEES | 611710 | 105416 | 105416 |
| AUDITION REG. FEES | 611710 | 82454 | 82454 |
| FASHION WEEK INCOME | 711190 | 70300 | 70300 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 267479 | TotalRevenueColumn |
| Related Or Exempt Function Income | 267479 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4522680 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 541539 | TotalRevenueColumn |
| Exclusion | $541,539 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5854413 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4971145 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 883268 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 883268 | TotalRevenueColumn |
| Exclusion | $883,268 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 254564 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1788244 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 254564 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 8495 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8495 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8495 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11408820 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4531175 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,424,807 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1574935 | Total |
| Program Services | 1574935 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 790978 | Total |
| Program Services | 439735 | ProgramServices |
| Management And General | 276802 | ManagementAndGeneral |
| Fundraising | 74441 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3497365 | Total |
| Program Services | 2644522 | ProgramServices |
| Management And General | 289397 | ManagementAndGeneral |
| Fundraising | 563446 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146399 | Total |
| Program Services | 118972 | ProgramServices |
| Management And General | 11884 | ManagementAndGeneral |
| Fundraising | 15543 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357099 | Total |
| Program Services | 266493 | ProgramServices |
| Management And General | 26842 | ManagementAndGeneral |
| Fundraising | 63764 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295159 | Total |
| Program Services | 216719 | ProgramServices |
| Management And General | 36303 | ManagementAndGeneral |
| Fundraising | 42137 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3424 | Total |
| Management And General | 3424 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3698 | Total |
| Management And General | 3698 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67293 | Total |
| Management And General | 67293 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257947 | Total |
| Management And General | 257947 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121870 | Total |
| Program Services | 362 | ProgramServices |
| Management And General | 105099 | ManagementAndGeneral |
| Fundraising | 16409 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144981 | Total |
| Program Services | 55237 | ProgramServices |
| Management And General | 48076 | ManagementAndGeneral |
| Fundraising | 41668 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151524 | Total |
| Program Services | 104176 | ProgramServices |
| Management And General | 20527 | ManagementAndGeneral |
| Fundraising | 26821 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57895 | Total |
| Program Services | 30953 | ProgramServices |
| Management And General | 11144 | ManagementAndGeneral |
| Fundraising | 15798 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2211704 | Total |
| Program Services | 1940092 | ProgramServices |
| Management And General | 126752 | ManagementAndGeneral |
| Fundraising | 144860 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16614 | Total |
| Program Services | 5303 | ProgramServices |
| Management And General | 7391 | ManagementAndGeneral |
| Fundraising | 3920 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17377 | Total |
| Management And General | 17377 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13345 | Total |
| Management And General | 13345 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 887344 | Total |
| Program Services | 743819 | ProgramServices |
| Management And General | 73519 | ManagementAndGeneral |
| Fundraising | 70006 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19295 | Total |
| Management And General | 19295 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DINING HALL MEAL PLANS | 431865 | 431865 | 0 | 0 |
| SPECIAL EVENTS | 255633 | 0 | 0 | 255633 |
| STUDENT ACTIVITIES | 251713 | 251713 | 0 | 0 |
| WORKSHOP PERFORMANCE | 243515 | 243515 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 838110 | Total |
| Program Services | 554936 | ProgramServices |
| Management And General | 198377 | ManagementAndGeneral |
| Fundraising | 84797 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12657082 | Total |
| Program Services | 9623347 | ProgramServices |
| Management And General | 1614492 | ManagementAndGeneral |
| Fundraising | 1419243 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 382538 | BOY |
| EOY | 594581 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1009356 | BOY |
| EOY | 864460 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1944044 | BOY |
| EOY | 2161792 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14814 | BOY |
| EOY | 28561 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104031 | BOY |
| EOY | 83234 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40278415 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22871852 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17897360 | BOY |
| EOY | 17406563 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25466975 | BOY |
| EOY | 25620899 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32519055 | BOY |
| EOY | 32829109 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305737 | BOY |
| EOY | 339314 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79643910 | BOY |
| EOY | 79928513 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 871247 | BOY |
| EOY | 762196 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 929766 | BOY |
| EOY | 1010508 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8600000 | BOY |
| EOY | 8600000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 464244 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10401013 | BOY |
| EOY | 10836948 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44192803 | BOY |
| EOY | 43231988 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 427764 | BOY |
| EOY | 627185 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24622330 | BOY |
| EOY | 25232392 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69242897 | BOY |
| EOY | 69091565 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79643910 | BOY |
| EOY | 79928513 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1248262 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1096930 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55536829 | BeginningOfYearBalance |
| Contributions | 749180 | Contributions |
| Investment Earnings Or Losses | 2553114 | InvestmentEarningsOrLosses |
| Other Expenditures | 2864515 | OtherExpenditures |
| End Of Year Balance | 55974608 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 54091560 | BeginningOfYearBalance |
| Contributions | 717018 | Contributions |
| Investment Earnings Or Losses | 5109007 | InvestmentEarningsOrLosses |
| Other Expenditures | 4380756 | OtherExpenditures |
| End Of Year Balance | 55536829 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52061625 | BeginningOfYearBalance |
| Contributions | 1651359 | Contributions |
| Investment Earnings Or Losses | 3364064 | InvestmentEarningsOrLosses |
| Other Expenditures | 2985488 | OtherExpenditures |
| End Of Year Balance | 54091560 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 60491313 | BeginningOfYearBalance |
| Contributions | 1212229 | Contributions |
| Investment Earnings Or Losses | -6473248 | InvestmentEarningsOrLosses |
| Other Expenditures | 3168669 | OtherExpenditures |
| End Of Year Balance | 52061625 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.56950 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43050 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2067047 | OtherCostOrOtherBasis |
| Book Value | 2067047 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26137913 | OtherCostOrOtherBasis |
| Depreciation | 11577550 | Depreciation |
| Book Value | 14560363 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2796901 | OtherCostOrOtherBasis |
| Depreciation | 2332604 | Depreciation |
| Book Value | 464297 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9276554 | OtherCostOrOtherBasis |
| Depreciation | 8961698 | Depreciation |
| Book Value | 314856 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17406563 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (10 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BARLOW PARTNERS OFFSHORE | 6027633 | F |
| WEATHERFLOW OFFSHORE FUND I | 3179341 | F |
| SILVER CREEK LOW VOL STRATEGIES | 3077892 | F |
| FORESTER DIVERSIFIED | 4305603 | F |
| DAVIDSON KEMPNER | 2916161 | F |
| METROPOLITAN REAL ESTATE PARTNERS | 759830 | F |
| WELLINGTON STRATEGIC RA CTF | 7512495 | F |
| GREENLIGHT MASTERS | 2505420 | F |
| GREENLIGHT CAPITAL | 1534516 | F |
| MASON CAPITAL | 1010218 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 32829109 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RATE SWAP OBLIGATION | Description |
| Amount | $464,244 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 464244 | TotalOfAmounts |
| Total Revenue | 11408820 | TotalRevenue |
| Total Expenses | 12657082 | TotalExpenses |
| Excess Or Deficit For Year | -1248262 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1096930 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1096930 | TotalAdjustments |
| Excess Or Deficit Per FS | -151332 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12247803 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1096930 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1096930 | RevenueNotRptdF990 |
| Revenue Subtotal | 11150873 | RevenueSubtotal |
| Investment Expenses Not Included | 257947 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 257947 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11408820 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12399135 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12399135 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 257947 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 257947 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12657082 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | INCOME FROM THE SCHOOL'S ENDOWMENT FUNDS ARE APPLIED TO ACTIVITIES SUPPORTING ITS MISSION AS A BALLET ACADEMY. CERTAIN FUNDS ARE DESIGNATED TO SUPPORT SPECIFIC PURPOSES AS PER DONOR INTENT, MOST SIGNIFICANTLY SCHOLARSHIP AND FACULTY SALARIES. DURING FY 2012, THE SCHOOL USED A DRAW RATE OF 5% FROM THE ENDOWMENT FUNDS BASED ON THE MARKET VALUES OF ROLLING 20 QUARTERS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | MANAGEMENT HAS EVALUATED ALL INCOME TAX POSITIONS, INCLUDING THE POSITION THAT THE SCHOOL IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME AND CONCLUDED THAT NO DISCLOSURES RELATING TO UNCERTAIN TAX POSITIONS ARE REQUIRED IN THE FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | SAB'S NON-DISCRIMINATION POLICY STATEMENT IS AS FOLLOWS: THE SCHOOL OF AMERICAN BALLET ADMITS STUDENTS OF ANY RACE, COLOR, SEXUAL ORIENTATION, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, SEXUAL ORIENTATION, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATION POLICIES, ADMISSION POLICIES, SCHOLARSHIP PROGRAMS OR ANY OTHER SCHOOL ADMINISTERED PROGRAMS. THIS STATEMENT WAS INCLUDED IN FULL IN THE FOLLOWING ADVERTISING AND PROMOTIONAL MATERIALS: --FULL PAGE ADVERTISEMENTS IN 4 NEW YORK METRO AREA NEWSPAPERS (HARLEM NEWS, QUEENS NEWS, BROOKLYN NEWS AND BRONX NEWS) PROMOTING AUDITIONS FOR NEW STUDENTS --18-PAGE PROMOTIONAL BROCHURE DISTRIBUTED TO EVERY STUDENT IN THE US WHO ATTENDED AN AUDITION FOR SAB'S 5-WEEK SUMMER COURSE (APPROXIMATELY 2000 DISTRIBUTED) (CONTINUED ON SCEDULE O) |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | DURING FY 2012, THE SCHOOL WAS AWARDED GRANTS FROM THE NEW YORK CITY DEPT. OF CULTURAL AFFAIRS AND FROM THE NEW YORK STATE COUNCIL ON THE ARTS TO SUPPORT PROGRAM ACTIVITIES IN FY 2012. IN ADDITION, IN FY 2012, THE SCHOOL RECOGNIZED A GRANT FROM THE NATIONAL ENDOWMENT FOR THE ARTS (NEA) THAT HAD BEEN AWARDED DURING FY 2011 TO SUPPORT FY 2012 PROGRAMS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINTER BALL | NameOfEvent1 |
| Gross Receipts Event1 | 955440 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 854938 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 100502 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 100502 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WORKSHOP BENEFIT | NameOfEvent2 |
| Gross Receipts Event2 | 727861 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 645434 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 82427 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 82427 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 359507 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 287872 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 71635 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 71635 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2042808 | GrossReceiptsTotal |
| Charitable Contributions Total | 1788244 | CharitableContributionsTotal |
| Gross Revenue Total Events | 254564 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 254564 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 254564 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|
| TUTION AND ROOM & BOARD SCHOLARSHIPS | 269 | 1348315 | BOOK | FINANCIAL AID | |
| TRAVEL STIPENDS | 26 | BOOK | FINANCIAL AID | 6995 | |
| ACADEMIC SCHOOL SCHOLARSHIPS | 29 | BOOK | FINANCIAL AID | 153500 | |
| WIEN AWARDS FOR EXCELLENCE | 5 | BOOK | AWARD | 65000 | |
| MUSIC SCHOLARSHIP | 2 | 1125 | BOOK | FINANCIAL AID |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT FUNDS ARE SOLELY FOR THE PURPOSE OF PROVIDING FINANCIAL ASSISTANCE TO STUDENTS ENROLLED AT THE SCHOOL OF AMERICAN BALLET, FINANCIAL ASSISTANCE IS LARGELY DIRECTED TO AID WITH COSTS OF TUITION AND ROOM & BOARD. FINANCIAL AID GRANTS FOR TUITION AND ROOM & BOARD ARE CREDITED DIRECTLY TO STUDENTS' ACCOUNTS; THERE IS NO CASH DISTRIBUTION. MODEST TRAVEL STIPENDS ARE RELEASED ONLY UPON RECEIPT OF EXPENSE DOCUMENTATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARJORIE L VAN DERCOOK | |||||||||||||
| 247321 | 0 | 0 | 0 | 22000 | 0 | 12250 | 0 | 7522 | 0 | 289093 | 0 | 0 | 0 |
| STEPHEN DEWHURST | |||||||||||||
| 145082 | 0 | 0 | 0 | 22000 | 0 | 8354 | 0 | 7522 | 0 | 182958 | 0 | 0 | 0 |
| KAY MAZZO BELLAS | |||||||||||||
| 164537 | 0 | 0 | 0 | 0 | 0 | 8227 | 0 | 0 | 0 | 172764 | 0 | 0 | 0 |
| CARRIE W HINRICHS | |||||||||||||
| 141766 | 0 | 0 | 0 | 0 | 0 | 7088 | 0 | 7522 | 0 | 156376 | 0 | 0 | 0 |
| KATRINA KILLIAN | |||||||||||||
| 147108 | 0 | 0 | 0 | 0 | 0 | 7057 | 0 | 7522 | 0 | 161687 | 0 | 0 | 0 |
| JOCK SOTO | |||||||||||||
| 141428 | 0 | 0 | 0 | 0 | 0 | 7071 | 0 | 7522 | 0 | 156021 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUST FOR CULTURAL RESOURCES OF NYC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 911882413 | IssuerEIN |
| CUSIP Number | 898328AF6 | CUSIPNumber |
| Date Issued | 2006-08-08 | DateIssued |
| Issue Price | 8600000 | IssuePrice |
| Description Of Purpose | IMPROVEMENTS ON SAB BUILDING | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 8769634 | TotalProceeds |
| Capitalized Interest | 645735 | CapitalizedInterest |
| Issuance Costs From Proceeds | 172000 | IssuanceCostsFromProceeds |
| Credit Enhancement | 64064 | CreditEnhancement |
| Capital Expenditures | 7827073 | CapitalExpenditures |
| Amount Unspent | 60763 | AmountUnspent |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 1 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 1 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DIFFERENCE BETWEEN PART I(E) AND PART II QUESTION 3 IS DUE TO INTEREST EARNED ON BOND PROCEEDS PART III LINE 2 - THE SCHOOL HAS ENTERED INTO VARIOUS ARRANGEMENTS WHICH ARE RELATED TO ITS EXEMPT PURPOSES AND WHICH SATISFY THE 50 DAY RULE REQUIREMENTS OF SECTION 1.141-3(D)(3)(II) OF THE TREASURY REGULATIONS | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 207726 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | IN ADVANCE OF SUBMITTING THE SCHOOL'S FISCAL YEAR 2012 FORM 990, IT WAS INITIALLY REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTOR, BOTH OF WHOM ARE OFFICERS. ONCE FINALIZED, THE NEXT STEP IN THE REVIEW PROCESS WAS DISTRIBUTION TO THE SCHOOL'S BUDGET, AUDIT AND COMPENSATION COMMITTEE, CHAIRMAN OF THE BOARD, AND TREASURER. THESE INDIVIDUALS WERE ALL INVITED TO COMMENT PRIOR TO SUBMISSION OF THE FORM 990. THE FINAL STEP WAS DISTRIBUTION TO ALL MEMBERS OF THE SCHOOL'S BOARD OF DIRECTORS WHO ALSO HAD TIME TO OFFER COMMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL REQUIRES DISCLOSURE AT THE TIME THAT A TRANSACTION IS BEING CONSIDERED OF ANY INTEREST THAT A DIRECTOR, OFFICER OR EMPLOYEE MAY HAVE IN THE TRANSACTION. SHOULD A TRANSACTION INVOLVE BOARD APPROVAL, ANY INTERESTED PARTY IS REQUIRED TO RETIRE FROM THE MEETING DURING THE DECISION MAKING OF THE MATTER UNDER CONSIDERATION. FUTHERMORE, THE SCHOOL HAS A DETAILED CONFLICT OF INTEREST QUESTIONNAIRE THAT IS REQUIRED OF ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES ANNUALLY. FORM 990, PART VI, SECTION B, LINE 14: WHILE OBSERVING GENERALLY ACCEPTED RECORDS RETENTION GUIDELINES, THE SCHOOL IS FINALIZING A POLICY THAT WILL BE SPECIFIC TO THE SCHOOL'S OPERATIONS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SCHOOL REVIEWS COMPENSATION OF KEY EMPLOYEES ANNUALLY, WITH THE EXCEPTION OF THE EXECUTIVE DIRECTOR WHO CURRENTLY HAS A CONTRACT SPANNING SEPTEMBER 1, 2010, THROUGH AUGUST 31, 2013. COMPENSATION REVIEWS UTILIZE COMPARABILITY DATA FROM A NUMBER OF SIMILAR ORGANIZATIONS. THE INDEPENDENT REVIEW OF THIS INFORMATION IS DONE BY THE EXECUTIVE COMMITTEE IN THE CASE OF THE EXECUTIVE DIRECTOR AND THE CHAIRMAN OF FACULTY AND BY THE BUDGET, AUDIT AND COMPENSATION COMMITTEE FOR OTHER KEY EMPLOYEES, SPECIFICALLY CO-CHAIR OF FACULTY, CHIEF FINANCIAL OFFICER AND DIRECTORS OF DEVELOPMENT, PUBLIC RELATIONS AND STUDENT LIFE. THESE REVIEWS ARE DONE IN EXECUTIVE SESSION OF THE RESPECTIVE COMMITTEE AND, DUE TO THE CONFIDENTIAL NATURE OF THE INFORMATION, ARE NOT DOCUMENTED IN MEETING MINUTES. THE POSITIONS WERE REVIEWED AS FOLLOWS: EXECUTIVE DIRECTOR - AT TIME OF CONTRACT RENEWAL IN SEPTEMBER 2010; OTHER KEY EMPLOYEES - IN 2011 DURING FY 2012 BUDGET PREPERATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY POSTING THEM ON ITS WEBSITE; HARD COPIES ARE ALSO AVAILABLE UPON REQUEST. COPIES OF THE SCHOOL'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE PROVIDED TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 1,096,930. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| --SCHOOL YEAR SCHEDULE / CALENDAR DISTRIBUTED TO THE ENTIRE WINTER TERM STUDENT BODY --SAB WEBSITE (SAB.ORG) ADMISSIONS SECTION --THE SCHOOL'S EMPLOYEE HANDBOOK, DISTRIBUTED TO ALL FULL AND PART-TIME EMPLOYEES | CONTINUATION - EXPLANATION OF NONDISCRIMINATION POLICY |
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