STONY BROOK SCHOOL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- STONY BROOK SCHOOL (EIN 11-6112414)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-09
- IRS object ID
- 201100409349301110
- Schema version
- 2009v1.7
- 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 | 2011-02-09T11:02:12-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTZ RUBENSTEIN REMINICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 BAYLIS ROAD | AddressLine1 |
| City | MELVILLE | City |
| State | NY | State |
| ZIP Code | 117473823 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116112414 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STONY BROOK SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STON | NameControl |
| Phone | 6317511800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CHAPMAN PARKWAY | AddressLine1 |
| City | STONY BROOK | City |
| State | NY | State |
| ZIP Code | 117901799 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY B CROMWELL | Name |
| Title | cfo | Title |
| Phone | 6317511800 | Phone |
| Date Signed | 2011-02-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gordon Siess | Name |
| Phone | 6317527400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TIMOTHY B CROMWELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CHAPMAN PARKWAY | AddressLine1 |
| City | STONY BROOK | City |
| State | NY | State |
| ZIP Code | 11790 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24556172 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.STONYBROOKSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1922 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE STONY BROOK SCHOOL IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL (GRADES 7 - 12). | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 221 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 25976 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 24976 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1461176 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1450706 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10661790 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10538592 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1774718 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1018584 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 68754 | OtherRevenuePriorYear |
| Other Revenue Current Year | 93444 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10417002 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13101326 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1935500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1770675 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5176061 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4793122 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 40176 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 26125 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 718391 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5655122 | OtherExpensePriorYear |
| Other Expenses Current Year | 5121522 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12806859 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11711444 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2389857 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1389882 | RevenuesLessExpensesCY |
| Total Assets BOY | 35183256 | TotalAssetsBOY |
| Total Assets EOY | 36768476 | TotalAssetsEOY |
| Total Liabilities BOY | 4024934 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3935972 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 31158322 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32832504 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Stony Brook School is an independent college preparatory school (grades 7 - 12) that exists to challenge young men and women to know Jesus Christ as Lord, to love others as themselves, and to grow in knowledge and skill, in order that they may serve the world through their character and leadership. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9361478 | Expense |
| Grants | 1770675 | Grants |
| Revenue | 10037620 | Revenue |
| Description | EDUCATION OF BOARDING AND DAY STUDENTS IN GRADES 7-12. ENROLLMENT IS APPROXIMATELY 315 STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 371282 | Expense |
| Revenue | 491968 | Revenue |
| Description | EDUCATION PROGRAMS INCLUDING TUTORIAL, ACADEMIC CLASSES, SPORTS, MARINE PROGRAMS, AND COMPUTER COURSES FOR STUDENTS DURING SIX WEEKS IN THE SUMMER. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 9732760 | 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 |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | 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 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 38 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 221 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 |
| Other Website | X | OtherWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Timothy B Cromwell cfo | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6319411560 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o The Stony Brook School 1 | AddressLine1 |
| City | STONY BROOK | City |
| State | NY | State |
| ZIP Code | 11790 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SIERD TILMA | ||||||
| PRESIDENT/TRUSTEE | 5.00 | X | X | 0 | 0 | 0 |
| S MICHAEL KOH | ||||||
| VICE PRESIDENT/TRUSTEE | 3.00 | X | X | 0 | 0 | 0 |
| WALLACE L LARSON | ||||||
| SECRETARY/TRUSTEE | 4.00 | X | X | 0 | 0 | 0 |
| J DOUGLAS KIRK | ||||||
| TREASURER/TRUSTEE | 3.00 | X | X | 0 | 0 | 0 |
| SHARON A BOTTOMLEY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ALAN J CHAPMAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOHN H HAILE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JACK R HALL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DAVONNE HELMER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOHN A JOHNSON | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| ELAINE M KANAS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| NORMAN A KOOP | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KEVIN J KOUBEK | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| STEPHEN E NEWTON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DAVID A ROBINSON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DANIEL C YATES | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ROBERT E GUSTAFSON JR | ||||||
| HEADMASTER | 40.00 | X | X | 181220 | 0 | 9661 |
| TIMOTHY B CROMWELL | ||||||
| CFO/ASSISTANT TREASURER | 40.00 | X | 98260 | 0 | 20379 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 279480 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 30040 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FPF CONSTRUCTION CO | |||||
| 319 FIRST AVENUE | STJAMES | NY | 11780 | BUILDING CONSTRUCTION | 968876 |
| SAGE DINING SERVICES INC | |||||
| 222 BOSLEY AVENUE SUITE B-7 | TOWSON | MD | 21204 | FOOD SERVICE MANAGEMENT | 789656 |
| AS A WHISTLE CLEANING SERVICE | |||||
| PO BOX 536 | EAST SETAUKET | NY | 11733 | CUSTODIAL SERVICES | 416700 |
| STAFFORD ASSOCIATES | |||||
| 24 HUB ROAD | SETAUKET | NY | 11733 | COMPUTER & NETWORK SERVICES | 281749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 15185 | FundraisingEvents |
| All Other Contributions | 1435521 | AllOtherContributions |
| Noncash Contributions | 547488 | NoncashContributions |
| Total Contributions | 1450706 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611710 | 9556802 | 9556802 |
| SUMMER PROGRAMS | 611710 | 491968 | 491968 |
| STUDENT FEES | 611710 | 489822 | 489822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10538592 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 261135 | TotalRevenueColumn |
| Exclusion | $261,135 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12152235 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11394786 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 757449 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 757449 | TotalRevenueColumn |
| Unrelated Business Revenue | 25976 | UnrelatedBusinessRevenue |
| Exclusion | $731,473 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 11190 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 15185 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 8985 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2205 | TotalRevenueColumn |
| Exclusion | $2,205 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 3055 | GrossIncomeGaming |
| Gaming Direct Expenses | 85 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2970 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2970 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 39016 | GrossSalesOfInventory |
| Cost Of Goods Sold | 50990 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -11974 | TotalRevenueColumn |
| Related Or Exempt Function Income | -11974 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 100243 | TotalRevenueColumn |
| Exclusion | $100,243 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 100243 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13101326 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10529588 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 25976 | UnrelatedBusinessRevenue |
| Exclusion | $1,095,056 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1770675 | Total |
| Program Services | 1770675 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309520 | Total |
| Management And General | 309520 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2993825 | Total |
| Program Services | 2437056 | ProgramServices |
| Management And General | 325519 | ManagementAndGeneral |
| Fundraising | 231250 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173 | Total |
| Program Services | 173 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1230100 | Total |
| Program Services | 1032043 | ProgramServices |
| Management And General | 76667 | ManagementAndGeneral |
| Fundraising | 121390 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259504 | Total |
| Program Services | 196699 | ProgramServices |
| Management And General | 44088 | ManagementAndGeneral |
| Fundraising | 18717 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26125 | Total |
| Fundraising | 26125 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 508259 | Total |
| Program Services | 312319 | ProgramServices |
| Management And General | 86529 | ManagementAndGeneral |
| Fundraising | 109411 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23819 | Total |
| Program Services | 15534 | ProgramServices |
| Management And General | 8285 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309358 | Total |
| Program Services | 85327 | ProgramServices |
| Management And General | 149444 | ManagementAndGeneral |
| Fundraising | 74587 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170734 | Total |
| Program Services | 115656 | ProgramServices |
| Management And General | 35896 | ManagementAndGeneral |
| Fundraising | 19182 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 541858 | Total |
| Program Services | 484029 | ProgramServices |
| Management And General | 49834 | ManagementAndGeneral |
| Fundraising | 7995 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146581 | Total |
| Program Services | 94591 | ProgramServices |
| Management And General | 23346 | ManagementAndGeneral |
| Fundraising | 28644 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23506 | Total |
| Program Services | 19480 | ProgramServices |
| Management And General | 3523 | ManagementAndGeneral |
| Fundraising | 503 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28221 | Total |
| Management And General | 7274 | ManagementAndGeneral |
| Fundraising | 20947 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213937 | Total |
| Program Services | 175399 | ProgramServices |
| Management And General | 16211 | ManagementAndGeneral |
| Fundraising | 22327 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TAX AND LICENSES | 7142 | 4802 | 2340 | 0 |
| FOOD SERVICE | 843549 | 843549 | 0 | 0 |
| SECURITY AND CUSTODIAL | 567901 | 507293 | 52229 | 8379 |
| NON-CAPITALIZED PLANT | 377834 | 338379 | 34000 | 5455 |
| SUMMER PROGRAMS | 371282 | 371282 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 987541 | Total |
| Program Services | 928474 | ProgramServices |
| Management And General | 35588 | ManagementAndGeneral |
| Fundraising | 23479 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11711444 | Total |
| Program Services | 9732760 | ProgramServices |
| Management And General | 1260293 | ManagementAndGeneral |
| Fundraising | 718391 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 701265 | BOY |
| EOY | 649257 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 886979 | BOY |
| EOY | 1668955 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1859974 | BOY |
| EOY | 1281166 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270549 | BOY |
| EOY | 77678 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75408 | BOY |
| EOY | 65270 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247308 | BOY |
| EOY | 132036 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19345365 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18806631 | BOY |
| EOY | 19345365 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9313942 | BOY |
| EOY | 9272876 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2880840 | BOY |
| EOY | 4128613 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140360 | BOY |
| EOY | 147260 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35183256 | BOY |
| EOY | 36768476 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594940 | BOY |
| EOY | 410045 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3048085 | BOY |
| EOY | 3200959 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130489 | BOY |
| EOY | 99527 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251420 | BOY |
| EOY | 225441 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4024934 | BOY |
| EOY | 3935972 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16038216 | BOY |
| EOY | 17950048 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2734079 | BOY |
| EOY | 2088720 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12386027 | BOY |
| EOY | 12793736 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31158322 | BOY |
| EOY | 32832504 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35183256 | BOY |
| EOY | 36768476 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 11430114 | BeginningOfYearBalance |
| Contributions | 407709 | Contributions |
| Investment Earnings Or Losses | 883448 | InvestmentEarningsOrLosses |
| End Of Year Balance | 12721271 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14370621 | BeginningOfYearBalance |
| Contributions | 236426 | Contributions |
| Investment Earnings Or Losses | -3176933 | InvestmentEarningsOrLosses |
| End Of Year Balance | 11430114 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | 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 | 508612 | OtherCostOrOtherBasis |
| Book Value | 508612 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13180271 | OtherCostOrOtherBasis |
| Book Value | 13180271 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4141785 | OtherCostOrOtherBasis |
| Book Value | 4141785 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1514697 | OtherCostOrOtherBasis |
| Book Value | 1514697 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19345365 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH DESIGNATED FOR ENDOWMENT | 1070493 | C |
| CASH RESTRICTED FOR CAPITAL INVESTMENTS | 472577 | C |
| LIMITED PARTNERSHIP | 1351667 | F |
| REAL ESTATE INVESTMENT | 1233876 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4128613 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE GIFT ANNUITIES | $174,711 |
| AGENCY FUNDS | $50,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 225441 | TotalOfAmounts |
| Total Revenue | 13101326 | TotalRevenue |
| Total Expenses | 11711444 | TotalExpenses |
| Excess Or Deficit For Year | 1389882 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 387334 | NetUnrealizedGLOnInvestments |
| Investment Expenses | -103034 | InvestmentExpenses |
| Total Adjustments | 284300 | TotalAdjustments |
| Excess Or Deficit Per FS | 1674182 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11665941 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 387334 | NetUnrealizedGainsInvestments |
| Other Revenues | 50990 | OtherRevenues |
| Revenue Not Rptd F990 | 438324 | RevenueNotRptdF990 |
| Revenue Subtotal | 11227617 | RevenueSubtotal |
| Investment Expenses Not Included | 103034 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1770675 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1873709 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13101326 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9991759 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 50990 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 50990 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9940769 | ExpensesSubtotal |
| Other Expenses Not Included | 1770675 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1770675 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11711444 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | UTILIZED TO FUND VARIOUS PROGRAM ACTIVITIES WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | UNCERTAIN TAX POSITIONS - AS OF JUNE 30, 2010 THE SCHOOL DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE EITHER RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. |
| Part XII, Line 2d - Other Adjustments: | COST OF GOODS SOLD: 50990. | |
| Part XII, Line 4b - Other Adjustments: | SCHOLARSHIPS: 1770675. | |
| Part XIII, Line 2d - Other Adjustments: | COST OF GOODS SOLD: 50990. | |
| Part XIII, Line 4b - Other Adjustments: | SCHOLARSHIPS: 1770675. |
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 |
| Pub Via Broadcast Media Expln | THE ADMISSIONS OFFICE PUBLISHES THE NON-DISCRIMINATORY POLICY AT LEAST ANNUALLY IN SEVEN LOCAL NEWPAPERS SERVING SUFFOLK COUNTY AND LONG ISLAND. THE POLICY IS ALSO INCLUDED IN THE SCHOOL VIEWBOOK WHICH IS THE PRIMARY ADMISSIONS PUBLICATION. | PubViaBroadcastMediaExpln |
| 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 | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|
| CHANGING OUR WORLDINC | ||||
| CAMPAIGN ADVICE | 0 | 0 | 15750 | 0 |
| THE FOCUS GROUP LLC | ||||
| CAMPAIGN ADVICE | 0 | 0 | 10375 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 26125 | TotalRetainedByContractors |
| Licensed States | NY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MAIN EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 26375 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 15185 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 11190 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 7860 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 1125 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 26375 | GrossReceiptsTotal |
| Charitable Contributions Total | 15185 | CharitableContributionsTotal |
| Gross Revenue Total Events | 11190 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7860 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 1125 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 8985 | DirectExpenseSummaryEvents |
| Net Income Summary | 2205 | NetIncomeSummary |
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 | TypeOfGrant |
| Number Of Recipients | 109 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1770675 | AmountOfNonCashAssistance |
| Method Of Valuation | PARENT FINANCIAL STATEMENT ASSESSED BY SCHOOL & STUDENT SRVCS DEPT OF NAIS. | MethodOfValuation |
| Description Of Non Cash Assistance | NEED BASED FINANCIAL AID. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Other Information: | Identifier |
| Return Reference | Part IV: | ReturnReference |
| Explanation | GRANTS ARE IN THE FORM OF NON-CASH SCHOLARSHIPS OR FINANCIAL AID USED SOLELY TO REDUCE TUITION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E GUSTAFSON JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 172830 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 8390 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 9661 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 190881 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | THE SCHOOL IS A BOARDING-DAY SCHOOL THAT OPERATES 24/7 AND AS SUCH REQUIRES THE HEADMASTER AND ALL FACULTY AND KEY ADMINISTRATORS TO LIVE ON CAMPUS IN SCHOOL OWNED HOUSING AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE INSTITUTION IN CARRYING OUT ITS MISSION AND PURPOSE. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 547488 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG. FMV AT GIFT DATE | 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 | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | THE ORGANIZATION USES BROKERS TO SELL STOCKS GIFTED TO THE ORGANIZATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 3 | THE MANAGEMENT OF THE FOOD SERVICE OPERATION AT THE SCHOOL WAS CONTRACTED OUT TO SAGE DINING SERVICES, INC. THE MANAGEMENT OF THE CUSTODIAL SERVICE AT THE SCHOOL WAS CONTRACTED OUT TO AS A WHISTLE CLEANING SERVICE. |
| Form 990, Part VI, Section B, line 11 | AN ADHOC COMMITTEE COMPRISED OF MEMBERS OF THE EXECUTIVE AND FINANCE COMMITTEES OF THE BOARD OF TRUSTEES MEETS WITH THE PARTNER OF THE AUDITING FIRM TO REVIEW THE COMPLETED FORM 990 AND APPROVE THE FORM FOR FILING ON BEHALF OF THE BOARD. BOARD OF TRUSTEE MEMBERS WILL RECEIVE COPIES OF THE FORM 990 THAT IS FILED. |
| Form 990, Part VI, Section B, line 12c | IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF TRUSTEES OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE BOARD OF TRUSTEES OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE SCHOOL'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. |
| Form 990, Part VI, Section B, line 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE TO CONDUCT PERFORMANCE REVIEW OF THE HEADMASTER (CEO) AND DISCUSS THE TERMS OF THE ANNUAL EMPLOYMENT CONTRACT HE/SHE WILL RECEIVE. GUIDANCE IS PROVIDED FOR SETTING COMPENSATION FROM EDUCATIONAL SALARY INFORMATION OBTAINED FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS FOR SCHOOLS OF COMPARABLE SIZE AND HEADS WITH COMPARABLE EXPERIENCE. THE PRESIDENT OF THE BOARD THEN NEGOTIATES THE CONTRACT WITH THE HEADMASTER AND INFORMS THE EXECUTIVE COMMITTEE WHEN IT IS FINALIZED. 15B - THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED ANNUALLY BY THE HEADMASTER OF THE SCHOOL BASED ON EMPLOYEE PERFORMANCE REVIEWS AND SALARY RANGES FOR ADMINISTRATIVE POSITIONS OBTAINED FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT PUBLISHED. THE CONFLICT OF INTEREST POLICY WILL BE INCLUDED IN THE GENERAL EMPLOYEE HANDBOOK. IF A PERSON WANTED TO SEE DOCUMENTS, POLICY, AND/OR FINANCIAL STATEMENTS, THEY WOULD BE MADE AVAILABLE FOR REVIEW IN THE BUSINESS OFFICE OF THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 14 | A WRITTEN POLICY ON DOCUMENT RETENTION AND DESTRUCTION THAT FORMALIZES CURRENT PRACTICE WILL BE IMPLEMENTED IN THE NEAR FUTURE. IN PRACTICE, THE ORGANIZATION DOES HAVE A LIST OF LEGAL GUIDELINES THAT ARE USED BY ADMINISTRATIVE OFFICES FOR MAKING RECORD RETENTION DECISIONS. DOCUMENTS THAT ARE NOT TO BE RETAINED ARE GATHERED ANNUALLY FROM ALL SCHOOL OFFICES BY THE BUSINESS OFFICE AND DESTROYED BY AN OUTSIDE COMPANY. |
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