HORACE MANN SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HORACE MANN SCHOOL (EIN 13-1740455)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201231359349306818
- Schema version
- 2010v3.4
- 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 | 2012-05-14T20:03:49-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | 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 | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131740455 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORACE MANN SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HORA | NameControl |
| Phone | 7184323416 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 WEST 246TH STREET | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10471 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE BLEIMANN | Name |
| Title | CONTROLLER | Title |
| Phone | 7184323416 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK H ROTHMAN | Name |
| Phone | 2128674000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GEORGE BLEIMANN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 WEST 246TH STREET | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10471 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 99636962 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HORACEMANN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1887 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 606 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7608641 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10322236 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 63118326 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 65881557 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3852567 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3549323 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 153530 | OtherRevenuePriorYear |
| Other Revenue Current Year | 163910 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 74733064 | TotalRevenuePriorYear |
| Total Revenue Current Year | 79917026 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7757005 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7982177 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 42831910 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 44889006 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1894792 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20098163 | OtherExpensePriorYear |
| Other Expenses Current Year | 20973149 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 70687078 | TotalExpensesPriorYear |
| Total Expenses Current Year | 73844332 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4045986 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6072694 | RevenuesLessExpensesCY |
| Total Assets BOY | 214870562 | TotalAssetsBOY |
| Total Assets EOY | 233065791 | TotalAssetsEOY |
| Total Liabilities BOY | 98452111 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 103621444 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 116418451 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 129444347 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 65503127 | Expense |
| Grants | 7982177 | Grants |
| Revenue | 65944057 | Revenue |
| Description | HORACE MANN SCHOOL IS AN EDUCATIONAL INSTITUTION CONDUCTING PROGRAMS AT THE NURSERY, ELEMENTARY,MIDDLE AND HIGH SCHOOL LEVELS.THE STUDENT BODY CONSISTS OF 1,782 STUDENTS. | Description |
| Total Program Service Expense | 65503127 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 138 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 606 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Name Of Foreign Country | NT | NameOfForeignCountry |
| 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 | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 0 | 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 | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE A BLEIMANN CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7184323416 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 W 246TH STREET | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10471 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN M FRIEDMAN | ||||||||
| CHAIR | 5.00 | X | X | 0 | 0 | 0 | ||
| DEBORAH S COGUT | ||||||||
| VICE-CHAIR | 5.00 | X | X | 0 | 0 | 0 | ||
| CAROLYN OKIN | ||||||||
| VICE-CHAIR | 5.00 | X | X | 0 | 0 | 0 | ||
| LAWRENCE A SHELLEY | ||||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | ||
| ROBERT P HEIDENBERG | ||||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | ||
| GLENN AUGUST | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| STEVEN C BUSSEY | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| MICHAEL COLACINO | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| ELLEN DAVIS | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| RONALD DICKERMAN | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| JAMSHID EHSANI | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| RICHARD A FRIEDMAN | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| CATHERINE GOODSTEIN WALLANCE | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| LAURENCE S GRAFSTEIN | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| LAWRENCE OTIS GRAHAM | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| ELLEN HEFTER | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| MICHAEL HELLER | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| MINDY B HEYER | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| ELLIOT N KONOPKO | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| JUSTIN D LERER | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| EDWARD LEVY | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| HOWARD W LUTNICK | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| MATTHEW MARK | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| JONATHAN M MELTZER | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| ERIC MINDICH | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| WILLIAM MONTGOMERY | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| MICHAEL A PRUZAN | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| JOSEPH B ROSE | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| RICHARD RUBEN | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| USHA SAXENA | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| REGINA KULIK SCULLY | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| BETH KOBLINER SHAW | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| DANIEL SHUCHMAN | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| THOMAS D STERN | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| SAMONA TAIT | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| THOMAS KELLY | ||||||||
| HEAD OF SCHOOL | 60.00 | X | 442147 | 0 | 37610 | |||
| EDWARD L SINCLAIR JR | ||||||||
| CFO | 50.00 | X | 304716 | 0 | 35449 | |||
| GLENN SHERRATT | ||||||||
| DIRECTOR JOHN DORR NATURE | 40.00 | 208461 | 0 | 22995 | X | |||
| BARBARA TISCHLER | ||||||||
| DIRECTOR OF ACADEMIC AFFAI | 40.00 | 203170 | 0 | 32526 | X | |||
| JOHN YEAGER | ||||||||
| DIRECTOR OF MAINTENANCE | 40.00 | 199015 | 0 | 28456 | X | |||
| DAVID SCHILLER | ||||||||
| HEAD OF UPPER DIVISION | 40.00 | 190364 | 0 | 30073 | X | |||
| ROBIN INGRAM | ||||||||
| HEAD OF MIDDLE DIVISION | 40.00 | 181824 | 0 | 34337 | X | |||
| ROBERT ANNUNZIATA | ||||||||
| DIRECTOR OF ATHLETICS | 40.00 | 174477 | 0 | 45308 | X | |||
| WENDY STEINTHAL | ||||||||
| HEAD OF LOWER DIVISION | 40.00 | 180844 | 0 | 18740 | X | |||
| LISA MOREIRA | ||||||||
| DIR. OF ADMISSIONS | 40.00 | 155242 | 0 | 55511 | X | |||
| GEORGE BLEIMANN | ||||||||
| CONTROLLER | 40.00 | 156307 | 0 | 26754 | X | |||
| MITCHELL FRANCIS | ||||||||
| REGISTRAR | 40.00 | 194105 | 0 | 46820 | X | |||
| SUSAN DELANTY | ||||||||
| DEAN OF STUDENTS | 40.00 | 148242 | 0 | 23277 | X | |||
| ROBERT FORCELLI | ||||||||
| DIR. OF TRANSPORTATION | 40.00 | 152242 | 0 | 23080 | X | |||
| TOM KATZENBACH | ||||||||
| DIR. COLLEGE PLACE | 40.00 | 142740 | 0 | 28807 | X | |||
| DARREN LEWIS | ||||||||
| DIRECTOR OF MUSIC DEPT. | 40.00 | 151596 | 0 | 30546 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3185492 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 520289 | TotalOtherCompensation |
| Number Individuals GT100 K | 183 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FLIK INTERNATIONAL CORP | |||||
| PO BOX 91337 | CHICAGO | IL | 60693 | FOOD SERVICE | 2690663 |
| LUCADAMO & SONS INC | |||||
| 215 SOUTH 13TH AVE | MT VERNON | NY | 10550 | GENERAL CONTRACTOR | 614922 |
| A&A MAINTENANCE ENTERPRISE | |||||
| 965 MIDLAND AVENUE | YONKERS | NY | 10704 | CLEANING SERVICE | 609857 |
| BOLLINGER INC | |||||
| PO BOX 5000 | SHORT HILLS | NJ | 07078 | INSURANCE | 584770 |
| TIME CONSTRUCTION | |||||
| 906-B ALLERTON AVENUE | BRONX | NY | 10469 | GENERAL CONTRACTOR | 503825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 27 | NumberOfContractorsGT100K |
| Membership Dues | 90870 | MembershipDues |
| Fundraising Events | 355810 | FundraisingEvents |
| Government Grants | 773534 | GovernmentGrants |
| All Other Contributions | 9102022 | AllOtherContributions |
| Noncash Contributions | 909824 | NoncashContributions |
| Total Contributions | 10322236 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611600 | 63521266 | 63521266 |
| FACILITY IMPR./OTHER F | 611600 | 1090164 | 1090164 |
| SUMMER & OTHER PROGRAM | 611600 | 819070 | 819070 |
| OTHER RELATED REVENUE | 611600 | 451057 | 451057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 65881557 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1515600 | TotalRevenueColumn |
| Exclusion | $1,515,600 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 15000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11750 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3250 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3250 | TotalRevenueColumn |
| Exclusion | $3,250 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21383593 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19349870 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2033723 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2033723 | TotalRevenueColumn |
| Exclusion | $2,033,723 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 421801 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 355810 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 318641 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 103160 | TotalRevenueColumn |
| Exclusion | $103,160 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 34675 | GrossIncomeGaming |
| Gaming Direct Expenses | 39675 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5000 | TotalRevenueColumn |
| Exclusion | -$5,000 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BAD DEBT RECOVERY | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 62500 | TotalRevenueColumn |
| Exclusion | $62,500 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 62500 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79917026 | TotalRevenueColumn |
| Related Or Exempt Function Income | 65881557 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,713,233 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7982177 | Total |
| Program Services | 7982177 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2935170 | Total |
| Program Services | 2138008 | ProgramServices |
| Management And General | 797162 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30153396 | Total |
| Program Services | 27585198 | ProgramServices |
| Management And General | 1914139 | ManagementAndGeneral |
| Fundraising | 654059 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7354194 | Total |
| Program Services | 6628024 | ProgramServices |
| Management And General | 559387 | ManagementAndGeneral |
| Fundraising | 166783 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2243103 | Total |
| Program Services | 2026763 | ProgramServices |
| Management And General | 162869 | ManagementAndGeneral |
| Fundraising | 53471 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2203143 | Total |
| Program Services | 1974894 | ProgramServices |
| Management And General | 179797 | ManagementAndGeneral |
| Fundraising | 48452 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373284 | Total |
| Management And General | 373284 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68200 | Total |
| Management And General | 68200 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94994 | Total |
| Management And General | 94994 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314631 | Total |
| Program Services | 211553 | ProgramServices |
| Management And General | 20950 | ManagementAndGeneral |
| Fundraising | 82128 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3947652 | Total |
| Program Services | 2432194 | ProgramServices |
| Management And General | 1017176 | ManagementAndGeneral |
| Fundraising | 498282 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1163627 | Total |
| Program Services | 1163627 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4068595 | Total |
| Program Services | 3655933 | ProgramServices |
| Management And General | 375147 | ManagementAndGeneral |
| Fundraising | 37515 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245954 | Total |
| Program Services | 242707 | ProgramServices |
| Management And General | 3206 | ManagementAndGeneral |
| Fundraising | 41 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438332 | Total |
| Program Services | 103934 | ProgramServices |
| Management And General | 332152 | ManagementAndGeneral |
| Fundraising | 2246 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2105750 | Total |
| Program Services | 2105750 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5236019 | Total |
| Program Services | 5230897 | ProgramServices |
| Management And General | 4268 | ManagementAndGeneral |
| Fundraising | 854 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438139 | Total |
| Management And General | 438139 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 1609389 | 1609389 | ||
| STUDENT EXPENSES | 487188 | 412079 | 75109 | |
| OTHER FUNDRAISING EXPEN | 350961 | 350961 | ||
| BAD DEBT EXPENSE | 30434 | 30434 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73844332 | Total |
| Program Services | 65503127 | ProgramServices |
| Management And General | 6446413 | ManagementAndGeneral |
| Fundraising | 1894792 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276052 | BOY |
| EOY | 403395 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21455794 | BOY |
| EOY | 42963668 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2865458 | BOY |
| EOY | 3229385 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 785771 | BOY |
| EOY | 673286 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15000 | BOY |
| EOY | 40004 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181805 | BOY |
| EOY | 1488649 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 144588481 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 42634938 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103308270 | BOY |
| EOY | 101953543 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47966889 | BOY |
| EOY | 36442364 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37053590 | BOY |
| EOY | 44994927 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 961933 | BOY |
| EOY | 876570 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214870562 | BOY |
| EOY | 233065791 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4677427 | BOY |
| EOY | 5227985 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33588593 | BOY |
| EOY | 36687422 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43195000 | BOY |
| EOY | 42195000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16991091 | BOY |
| EOY | 19511037 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98452111 | BOY |
| EOY | 103621444 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92922066 | BOY |
| EOY | 102177959 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4470366 | BOY |
| EOY | 7121055 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19026019 | BOY |
| EOY | 20145333 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116418451 | BOY |
| EOY | 129444347 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214870562 | BOY |
| EOY | 233065791 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6072694 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 6953202 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 67.00 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 1 | NmbrHistStructEasementsAfter |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 12.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31793408 | BeginningOfYearBalance |
| Contributions | 1346028 | Contributions |
| Investment Earnings Or Losses | 2304516 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5057979 | GrantsOrScholarships |
| Other Expenditures | 7751454 | OtherExpenditures |
| End Of Year Balance | 22634519 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29807379 | BeginningOfYearBalance |
| Contributions | 972078 | Contributions |
| Investment Earnings Or Losses | 2325083 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 642788 | GrantsOrScholarships |
| Other Expenditures | 668344 | OtherExpenditures |
| End Of Year Balance | 31793408 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34650921 | BeginningOfYearBalance |
| Contributions | 360630 | Contributions |
| Investment Earnings Or Losses | -3947962 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 509903 | GrantsOrScholarships |
| Other Expenditures | 746307 | OtherExpenditures |
| End Of Year Balance | 29807379 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.89000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11000 | TermEndowmentEOYBalance |
| 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 | 6326321 | OtherCostOrOtherBasis |
| Book Value | 6326321 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 123750689 | OtherCostOrOtherBasis |
| Depreciation | 34967065 | Depreciation |
| Book Value | 88783624 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8032756 | OtherCostOrOtherBasis |
| Depreciation | 4988999 | Depreciation |
| Book Value | 3043757 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6478715 | OtherCostOrOtherBasis |
| Depreciation | 2678874 | Depreciation |
| Book Value | 3799841 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 101953543 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| STATE OF ISRAEL BONDS | 70000 | F |
| ALTERNATIVE INVESTMENTS | 44924927 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 44994927 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED EMPLOYEE BENEFITS | $18,784,820 |
| OTHER LIABILITIES | $726,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 19511037 | TotalOfAmounts |
| Total Revenue | 79917026 | TotalRevenue |
| Total Expenses | 73844332 | TotalExpenses |
| Excess Or Deficit For Year | 6072694 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 6963343 | NetUnrealizedGLOnInvestments |
| Other | -$10,141 | OtherAmount |
| Total Adjustments | 6953202 | TotalAdjustments |
| Excess Or Deficit Per FS | 13025896 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 78949617 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6963343 | NetUnrealizedGainsInvestments |
| Other Revenues | 51425 | OtherRevenues |
| Revenue Not Rptd F990 | 7014768 | RevenueNotRptdF990 |
| Revenue Subtotal | 71934849 | RevenueSubtotal |
| Other Revenues Not Included | 7982177 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 7982177 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 79917026 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 67828101 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1965946 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1965946 | ExpensesNotRptdF990 |
| Expenses Subtotal | 65862155 | ExpensesSubtotal |
| Other Expenses Not Included | 7982177 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7982177 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 73844332 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | THE ORGANIZATION CARRIES THE VALUE ON THE BALANCE SHEET AT THE APPRAISED VALUE AT THE DATE OF GIFT NET OF EASEMENT. |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE NET INVESTMENT GENERATED FROM THE INVESTED ENDOWMENT FUNDS IS USED AT THE RATE OF 4.5% PER YEAR TO SUPPORT THE PROGRAMS AND THE FACILITIES OF THE SCHOOL. USES INCLUDE FINANCIAL AID TO ENROLLED STUDENTS, SCHOOL LIBRARIES, MAINTENANCE OF FACILITIES AND FACULTY ENRICHMENT. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2008 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -10,141. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 11,750. SPECIAL EVENT EXPENSES 39,675. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 7,982,177. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL PROPERTY EXPENSES 11,750. SPECIAL EVENT EXPENSES 39,675. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 10,141. POSTRETIREMENT BENEFIT ADJUSTMENT 1,904,380. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 7,982,177. |
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 | THE SCHOOL IN CONJUNCTION WITH ISAAGNY PUBLISHES ITS NON-DISCRIMINATION POLICY IN VARIOUS NEWSPAPERS AND PUBLICATIONS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | SCHOOL RECEIVED NEW YORK STATE AID FOR MANDATED SERVICES. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PA ANNUAL BENEFIT | NameOfEvent1 |
| Gross Receipts Event1 | 650908 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 355810 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 295098 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 99964 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 111175 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BOOK FAIR | NameOfEvent2 |
| Gross Receipts Event2 | 43845 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 43845 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 40061 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 9 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 82858 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 82858 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 67441 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 777611 | GrossReceiptsTotal |
| Charitable Contributions Total | 355810 | CharitableContributionsTotal |
| Gross Revenue Total Events | 421801 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 99964 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 218677 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 318641 | DirectExpenseSummaryEvents |
| Net Income Summary | 103160 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 34675 | GrossRevenueOtherGaming |
| Other Direct Expenses Other Gaming | 39675 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 0.90000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 34675 | GrossRevenueTotalGaming |
| Other Direct Expenses Total Gaming | 39675 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 39675 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | -5000 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | NY | StatesWhereGamingConducted |
| Licensed | 0 | Licensed |
| Explanation If No | NOT REQUIRED SINCE NET IS UNDER $25,000. | ExplanationIfNo |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
| Name Of Gaming Rec Keeper Person | IDA PARKS | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 WEST 246TH STREET | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10471 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | JANET GOLEMBO | GamingManagerNamePerson |
| Gaming Manager Compensation | 500 | GamingManagerCompensation |
| Gaming Manager Services Provided | DEPOSIT RAFFLE RECEIPTS AND BOOKKEEPING | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID FOR QUALIFIED STUDENTS | TypeOfGrant |
| Number Of Recipients | 335 | NumberOfRecipients |
| Amount Of Cash Grant | 7982177 | AmountOfCashGrant |
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: HORACE MANN SCHOOL MAKES EVERY EFFORT TO ENSURE THAT EVERY STUDENT WHO WISHES TO ENROLL AND OR CURRENTLY ATTENDS HAS THE FINANCIAL ABILITY TO DO SO. THE FINANCIAL AID COMMITTEE DETERMINES AWARDS ON THE BASIS OF DEMONSTRATED FINANCIAL NEED. GRANTS CONSIST OF FINANCIAL AID AWARDED TO APPROXIMATELY 340 STUDENTS IN AMOUNTS REPRESENTING PORTIONS OF ANNUAL TUITION AS DETERMINED BY THE ADMINISTRATION OF THE SCHOOL. THE RECIPIENTS HAVE NO RELATIONSHIP TO THE SCHOOL OTHER THAN THEIR STATUS AS STUDENTS. THE AMOUNTS ARE BASED ON THE SCHOOL'S INTERNAL CALCULATIONS AND ADJUSTMENTS OF THE NAIS SCHOOL AND STUDENT SERVICE (SSS) METHODOLOGY. | 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 | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| 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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS KELLY | |||||||||||||
| 442147 | 0 | 0 | 0 | 0 | 0 | 24140 | 0 | 13470 | 0 | 479757 | 0 | 0 | 0 |
| EDWARD L SINCLAIR JR | |||||||||||||
| 304483 | 0 | 0 | 0 | 233 | 0 | 24140 | 0 | 11309 | 0 | 340165 | 0 | 0 | 0 |
| GLENN SHERRATT | |||||||||||||
| 208228 | 0 | 0 | 0 | 233 | 0 | 15058 | 0 | 7937 | 0 | 231456 | 0 | 0 | 0 |
| BARBARA TISCHLER | |||||||||||||
| 202937 | 0 | 0 | 0 | 233 | 0 | 21361 | 0 | 11165 | 0 | 235696 | 0 | 0 | 0 |
| JOHN YEAGER | |||||||||||||
| 198920 | 0 | 0 | 0 | 95 | 0 | 17347 | 0 | 11109 | 0 | 227471 | 0 | 0 | 0 |
| DAVID SCHILLER | |||||||||||||
| 189765 | 0 | 0 | 0 | 599 | 0 | 18958 | 0 | 11115 | 0 | 220437 | 0 | 0 | 0 |
| ROBIN INGRAM | |||||||||||||
| 181729 | 0 | 0 | 0 | 95 | 0 | 18457 | 0 | 15880 | 0 | 216161 | 0 | 0 | 0 |
| ROBERT ANNUNZIATA | |||||||||||||
| 174477 | 0 | 0 | 0 | 0 | 0 | 17806 | 0 | 27502 | 0 | 219785 | 0 | 0 | 0 |
| WENDY STEINTHAL | |||||||||||||
| 180844 | 0 | 0 | 0 | 0 | 0 | 17464 | 0 | 1276 | 0 | 199584 | 0 | 0 | 0 |
| LISA MOREIRA | |||||||||||||
| 155242 | 0 | 0 | 0 | 0 | 0 | 16050 | 0 | 39461 | 0 | 210753 | 0 | 0 | 0 |
| GEORGE BLEIMANN | |||||||||||||
| 156307 | 0 | 0 | 0 | 0 | 0 | 15832 | 0 | 10922 | 0 | 183061 | 0 | 0 | 0 |
| MITCHELL FRANCIS | |||||||||||||
| 194105 | 0 | 0 | 0 | 0 | 0 | 19259 | 0 | 27561 | 0 | 240925 | 0 | 0 | 0 |
| SUSAN DELANTY | |||||||||||||
| 148242 | 0 | 0 | 0 | 0 | 0 | 15195 | 0 | 8082 | 0 | 171519 | 0 | 0 | 0 |
| ROBERT FORCELLI | |||||||||||||
| 152147 | 0 | 0 | 0 | 95 | 0 | 14998 | 0 | 8082 | 0 | 175322 | 0 | 0 | 0 |
| TOM KATZENBACH | |||||||||||||
| 142740 | 0 | 0 | 0 | 0 | 0 | 13170 | 0 | 15637 | 0 | 171547 | 0 | 0 | 0 |
| DARREN LEWIS | |||||||||||||
| 151596 | 0 | 0 | 0 | 0 | 0 | 14926 | 0 | 15620 | 0 | 182142 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE HOUSING ALLOWANCE IS PROVIDED TO THOMAS KELLEY, HEAD OF SCHOOL AND LISA MOREIRA, DIRECTOR AF ADMISSIONS. HOUSING IS PROVIDED ON CAMPUS AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER PURSUANT TO CONTRACTUAL PROVISION AND IS NONTAXABLE. SOCIAL CLUB DUES ARE NON-TAXABLE BY VIRTUE OF BEING A WORKING CONDITION FRINGE UNDER IRC SECTION 132. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 42 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 692799 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUCTION ITEMS | Description |
| Number Of Contributions | 170 | NumberOfContributions |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS FOR STOCK DONATIONS AND THE NUMBER OF CONTRIBUTORS FOR AUCTION ITEMS. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | THE AUCTION ITEMS ARE REPORTED AT A ZERO DOLLAR AMOUNT BECAUSE THEY ARE NOT INLCUDED IN THE FINANCIAL STATEMENTS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PART I, LINE 1 | THE HORACE MANN SCHOOL SEEKS TO EDUCATE AND NURTURE ITS STUDENTS AND HELPS THEM FULFILL THEIR POTENTIAL. THE SCHOOL PROVIDES A CHALLENGING AND RIGOROUS SET OF ACADEMIC AND EXTRACURICCULAR PROGRAMS WITHIN A CARING AND SUPPORTIVE ENVIRONMENT. STUDENTS ARE ENCOURAGED TO TEST AND LEARN ABOUT THEMSELVES, TO DEVELOP A CONCERN FOR OTHERS, AND TO GROW INTELLECTUALLY, PHYSICALLY, SOCIALLY AND EMOTIONALLY. THE SCHOOL SEEKS TO FOSTER A CAPACITY IN EACH INDIVIDUAL FOR CLEAR AND CREATIVE THOUGHT. THE SCHOOL ENCOURAGES STUDENTS TO UNDERSTAND THAT LEARNING IS A LIFELONG ENDEAVOR VALUABLE IN ITSELF.THE HORACE MANN SCHOOL SEEKS A DIVERSE STUDENT BODY AND FOSTERS A RESPECT FOR INDIVIDUAL AND CULTURAL DIFFERENCES. AS A COLLEGE PREPARATORY SCHOOL, HORACE MANN EMPHASIZES LIBERAL ARTS AND PREPARES ITS STUDENTS FOR LEADERSHIP IN A VARIETY OF FIELDS AND ENDEAVORS. TO ACCOMPLISH THIS TASK, THE SCHOOL OFFERS PROGRAMS AND ACTIVITIES WHICH ENCOURAGE EXCELLENCE AND ALSO MAINTAINS AN OUTSTANDING FACULTY. |
| FORM 990, PART VI, SECTION A, LINE 2 | STEVEN FRIEDMAN AND RICHARD FRIEDMAN HAVE A FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ENTIRE FORM 990 WAS REVIEWED BY THE CONTROLLER AND CFO. THE FORM 990 WITH THE EXCEPTION OF SCHEDULE B (SCHEDULE OF CONTRIBUTIONS)WAS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSISTANT TO THE CFO, IN CONJUNCTION WITH THE AUDIT COMMITTEE, ANNUALLY OBTAINS COPIES ALL OF THE SIGNED CONFLICT OF INTEREST POLICIES. IN ADDITION TO THE VOTING BOARD MEMBERS, CONFLICT OF INTEREST AND CONFIDENTIALITY STATEMENTS ARE ALSO ANNUALLY SIGNED BY MEMBERS OF THE ADMIN COUNCIL WHO ARE KEY EMPLOYEES. IF AT ANY TIME DURING HIS OR HER TERM OF SERVICE A TRUSTEE OR AN OFFICER HAS ANY INTEREST WHICH MAY POSE A CONFLICT OF INTEREST AT ANY TIME DURING THAT TRUSTEE'S OR OFFICER'S SERVICE, HE OR SHE SHALL PROMPTLY DISCLOSE THE MATERIAL FACTS OF THAT INTEREST IN WRITING TO THE CHAIR OF THE BOARD AND CHAIR OF THE AUDIT COMMITTEE OF THE BOARD. WHEN ANY MATTER IN WHICH A TRUSTEE OR AN OFFICER HAS AN INTEREST COMES BEFORE THE BOARD OR ANY COMMITTEE OF THE BOARD FOR DECISION OR APPROVAL, THAT INTEREST SHALL BE IMMEDIATELY DISCLOSED TO THE BOARD OR THE COMMITTEE BY THAT TRUSTEE OR OFFICER, AND THE TRUSTEE OR OFFICER SHALL RECUSE HIMSELF/HERSELF FROM ANY DISCUSSION AND/OR VOTE RELATING THERETO. | |
| FORM 990, PART VI, SECTION B, LINE 15 | DURING THE ANNUAL BUDGET PROCESS, THE EXECUTIVE COMMITTEE ACTING AS THE COMPENSATION COMMITTEE, REVIEWS RELEVANT COMPARABLE COMPENSATION DATA AND FORMALLY MEETS AND APPROVES RECOMMENDED COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THEY DOCUMENT THIS REVIEW CONTEMPORANEOUSLY. THIS PROCESS WAS LAST PERFORMED IN MAY 2010. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS PUBLIC OTHER THAN TO THE BOARD OF TRUSTEES. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 6,963,343. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -10,141. TOTAL TO FORM 990, PART XI, LINE 5: 6,953,202. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |