BUCKLEY COUNTRY DAY SCHOOL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BUCKLEY COUNTRY DAY SCHOOL (EIN 11-1661352)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201101339349303625
- 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 O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T13:46:51-05:00 | 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 | ALBRECHT VIGGIANO ZURECK & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 SUFFOLK COURT | AddressLine1 |
| City | HAUPPAUGE | City |
| State | NY | State |
| ZIP Code | 11788 | 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 | 111661352 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKLEY COUNTRY DAY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BUCK | NameControl |
| Phone | 5166271910 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | IU WILLETS ROAD NORTH HILLS | AddressLine1 |
| City | ROSLYN | City |
| State | NY | State |
| ZIP Code | 11576 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA LARSEN | Name |
| Title | HEADMASTER | Title |
| Phone | 5166271910 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE LUCARELLI | Name |
| Phone | 6314349500 | Phone |
| Date Prepared | 2011-05-12 | DatePrepared |
| 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 | JEAN-MARC JUHEL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | IU WILLETS ROAD NORTH HILLS | AddressLine1 |
| City | ROSLYN | City |
| State | NY | State |
| ZIP Code | 11576 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10008771 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.BUCKLEYCOUNTRYDAY.COM | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Year Formation | 1923 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE EDUCATION TO STUDENTS FROM TODDLER THROUGH 8TH GRADE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 226 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1117628 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1126493 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8979428 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8575850 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 59053 | InvestmentIncomePriorYear |
| Investment Income Current Year | 22118 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 147484 | OtherRevenuePriorYear |
| Other Revenue Current Year | 194196 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10303593 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9918657 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 715688 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 768050 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6054704 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5714710 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 328777 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2730341 | OtherExpensePriorYear |
| Other Expenses Current Year | 2880360 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9500733 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9363120 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 802860 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 555537 | RevenuesLessExpensesCY |
| Total Assets BOY | 15013931 | TotalAssetsBOY |
| Total Assets EOY | 15739133 | TotalAssetsEOY |
| Total Liabilities BOY | 2892458 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3005105 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12121473 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12734028 | NetAssetsOrFundBalancesEOY |
| Mission Description | Buckley Country Day School is an independent, coeducational day school providing a superior elementary education to an intellectually capable and diverse student body. Buckley provides the foundation that enables our students to achieve their full potential and excel as educated, ethical, and self-confident individuals. Our graduates are well prepared for entry into, and success in, secondary schools and beyond. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7042700 | Expense |
| Revenue | 8575850 | Revenue |
| Description | BUCKLEY COUNTRY DAY SCHOOL IS AN EDUCATIONAL FACILITY FOR STUDENT GRADE LEVELS TODDLER THROUGH GRADE EIGHT STUDENT ENROLLMENT FOR THIS ACADEMIC YEAR WAS 340. | Description |
| Total Program Service Expense | 7042700 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 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 | 0 | 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 | 31 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 226 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKLEY COUNTRY DAY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5166271910 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | IU WILLETS ROAD | AddressLine1 |
| City | roslyn | City |
| State | NY | State |
| ZIP Code | 11756 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| MELissa murphy | ||||||||
| chairman | 6.00 | X | X | 0 | 0 | 0 | ||
| ahmed bendary | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| honorable stephen j bogacz | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| eric bruenner | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| sean t collins | ||||||||
| vice chairman | 6.00 | X | X | 0 | 0 | 0 | ||
| laurence denihan | ||||||||
| treasurer | 6.00 | X | X | 0 | 0 | 0 | ||
| eric deutsch | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| richard fong | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| g robert gage | ||||||||
| secretary | 6.00 | X | X | 0 | 0 | 0 | ||
| tanya bastianich manuali phd | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| paul cuneo | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| karli ef hagedorn | ||||||||
| vice chairman | 6.00 | X | X | 0 | 0 | 0 | ||
| jean marC juhel | ||||||||
| headmaster | 40.00 | X | 189276 | 0 | 41035 | X | ||
| robert moore | ||||||||
| vice chairman | 6.00 | X | X | 0 | 0 | 0 | ||
| lilyan muran | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| cynthia w naughton | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| rev patrick h o'connor | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| linda powers | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| george simeone | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| fitzgerald ventura | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| john vissicchio | ||||||||
| trustee | 6.00 | X | 0 | 0 | 0 | |||
| WILLIAM ARNONE | ||||||||
| TRUstee | 6.00 | X | 0 | 0 | 0 | |||
| PATRICIA LARSEN | ||||||||
| BUS MGR | 40.00 | 110250 | 0 | 19891 | X | X | ||
| ELIZABETH LYONS | ||||||||
| ASST HEADMSTR | 40.00 | 109050 | 0 | 6081 | X | |||
| ALEXANDRA WHELEHAN | ||||||||
| dIR OF DEVELOPMENT | 40.00 | 124590 | 0 | 22234 | X | |||
| myron d bartlett | ||||||||
| dir of summer program | 40.00 | 111588 | 0 | 21464 | X | |||
| ANN duffy | ||||||||
| DIR OF ADMISS | 40.00 | 100300 | 0 | 13449 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 745054 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 124154 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | 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 |
|---|---|---|---|---|---|
| Brock & Company | |||||
| 257 great valley parkway | malvern | PA | 19355 | Food services for school and cammp | 385089 |
| Dell transportation | |||||
| 20 haven avenue | PORT WASHINGTON | NY | 11050 | Transportation services | 281945 |
| Raymond Michael LTD | |||||
| 439 north terrace avenue | mt vernon | NY | 10552 | Supply and install playground equipment | 152327 |
| All craft fabricators | |||||
| 150 wireless blvd | hauppauge | NY | 11788 | School renovations - auditorium | 130000 |
| jose & yolanda cleaning service llc | |||||
| 89-21 169th Street Apt 2H | Jamaica | NY | 11432 | cleaning services | 100610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 1126493 | AllOtherContributions |
| Total Contributions | 1126493 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION & FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 8575850 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8575850 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8575850 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22118 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22118 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 22005 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 22005 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22005 | TotalRevenueColumn |
| Exclusion | $22,005 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 197247 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 90114 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107133 | TotalRevenueColumn |
| Exclusion | $107,133 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| insurance recovery | 900099 | 30239 | 30239 |
| registration fees forf | 900099 | 15359 | 15359 |
| yearbook | 900099 | 12875 | 12875 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6585 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6585 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 65058 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9918657 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8663026 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $129,138 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 768050 | Total |
| Program Services | 768050 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4495037 | Total |
| Program Services | 3131047 | ProgramServices |
| Management And General | 1186121 | ManagementAndGeneral |
| Fundraising | 177869 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219399 | Total |
| Program Services | 167796 | ProgramServices |
| Management And General | 43419 | ManagementAndGeneral |
| Fundraising | 8184 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 652497 | Total |
| Program Services | 499030 | ProgramServices |
| Management And General | 129129 | ManagementAndGeneral |
| Fundraising | 24338 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 347777 | Total |
| Program Services | 265978 | ProgramServices |
| Management And General | 68825 | ManagementAndGeneral |
| Fundraising | 12974 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Management And General | 10000 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78789 | Total |
| Program Services | 40851 | ProgramServices |
| Management And General | 35946 | ManagementAndGeneral |
| Fundraising | 1992 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490157 | Total |
| Program Services | 367618 | ProgramServices |
| Management And General | 98031 | ManagementAndGeneral |
| Fundraising | 24508 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169052 | Total |
| Program Services | 126889 | ProgramServices |
| Management And General | 33796 | ManagementAndGeneral |
| Fundraising | 8367 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| supplies | 82632 | 19336 | 52395 | 10901 |
| general institutional | 789091 | 746136 | 35698 | 7257 |
| repairs & maintenance | 336342 | 252257 | 67268 | 16817 |
| transportation | 320298 | 320298 | ||
| student activites | 159184 | 159184 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 444815 | Total |
| Program Services | 178230 | ProgramServices |
| Management And General | 231015 | ManagementAndGeneral |
| Fundraising | 35570 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9363120 | Total |
| Program Services | 7042700 | ProgramServices |
| Management And General | 1991643 | ManagementAndGeneral |
| Fundraising | 328777 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3953067 | BOY |
| EOY | 3984665 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36463 | BOY |
| EOY | 29262 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 522870 | BOY |
| EOY | 566406 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15992847 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5605376 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9929640 | BOY |
| EOY | 10387471 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 542936 | BOY |
| EOY | 756589 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28955 | BOY |
| EOY | 14740 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15013931 | BOY |
| EOY | 15739133 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89609 | BOY |
| EOY | 156100 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2802849 | BOY |
| EOY | 2849005 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2892458 | BOY |
| EOY | 3005105 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11504765 | BOY |
| EOY | 12058752 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146708 | BOY |
| EOY | 205276 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 470000 | BOY |
| EOY | 470000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12121473 | BOY |
| EOY | 12734028 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15013931 | BOY |
| EOY | 15739133 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 13 | NumberDAFsHeld |
| Donor Advised Contributions | 42641 | DonorAdvisedContributions |
| Aggregate DAF Value | 2674457 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 0 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 0 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2555882 | BeginningOfYearBalance |
| Contributions | 42641 | Contributions |
| Investment Earnings Or Losses | 75934 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2674457 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2480003 | BeginningOfYearBalance |
| Contributions | 198255 | Contributions |
| Investment Earnings Or Losses | -102669 | InvestmentEarningsOrLosses |
| Other Expenditures | -19707 | OtherExpenditures |
| End Of Year Balance | 2555882 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.77480 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.17570 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04950 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2806050 | InvestmentCostOrOtherBasis |
| Book Value | 2806050 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 9406835 | InvestmentCostOrOtherBasis |
| Depreciation | 3344531 | Depreciation |
| Book Value | 6062304 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1941101 | InvestmentCostOrOtherBasis |
| Depreciation | 811666 | Depreciation |
| Book Value | 1129435 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1838861 | InvestmentCostOrOtherBasis |
| Depreciation | 1449179 | Depreciation |
| Book Value | 389682 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10387471 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SUMMER DEPOSITS | $1,570,193 |
| STUDENT DEPOSITS | $940,985 |
| ACCRUED SALARIES | $337,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2849005 | TotalOfAmounts |
| Total Revenue | 9918657 | TotalRevenue |
| Total Expenses | 9363120 | TotalExpenses |
| Excess Or Deficit For Year | 555537 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 57018 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 57018 | TotalAdjustments |
| Excess Or Deficit Per FS | 612555 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9297739 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 57018 | NetUnrealizedGainsInvestments |
| Other Revenues | 90114 | OtherRevenues |
| Revenue Not Rptd F990 | 147132 | RevenueNotRptdF990 |
| Revenue Subtotal | 9150607 | RevenueSubtotal |
| Other Revenues Not Included | 768050 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 768050 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9918657 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8685184 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 90114 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 90114 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8595070 | ExpensesSubtotal |
| Other Expenses Not Included | 768050 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 768050 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9363120 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 2d - Other Adjustments: | SPECIAL EVENTS - DIRECT EXPENSES: 90114. |
| Part XII, Line 4b - Other Adjustments: | financial aid: 768050. |
| Part XIII, Line 2d - Other Adjustments: | SPECIAL EVENTS - DIRECT EXPENSES: 90114. |
| Part XIII, Line 4b - Other Adjustments: | FINANCIAL AID: 768050. |
| THE SCHOOL, A NOT-FOR-PROFIT ORGANIZATION OPERATING UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, IS GENERALLY EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES. THE SCHOOL'S WHOLLY OWNED NOT-FOR-PROFIT REAL ESTATE HOLDING CORPORATION WAS FORMED IN NOVEMBER 1996, UNDER SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM FEDERAL, STATE AND LOCAL TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED BENEFIT IS ESTIMATED BASED ON A CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. |
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 SCHOOL HAS PUBLISHED ITS NOTICE OF NON-DISCRIMINATORY POLICY IN NEWSDAY, THE MAJOR LONG ISLAND NEWSPAPER serving THAT SERVES ALL SEGMENTS OF THE COMMUNITY. THIS PUBLICATION IS DONE ON AN ANNUAL BASIS. | 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 | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | THE SCHOOL RECEIVES FUNDING FROM NEW YORK STATE FOR MANDATED SERVICE AID, COMPREHENSIVE ATTENDANCE PROGRAM, AND PUPIL ATTENDANCE REPORTING. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Fall Preview | NameOfEvent1 |
| Gross Receipts Event1 | 172906 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 172906 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 69984 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 24341 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 24341 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 20130 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 197247 | GrossReceiptsTotal |
| Gross Revenue Total Events | 197247 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 90114 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 90114 | DirectExpenseSummaryEvents |
| Net Income Summary | 107133 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Gaming Rec Keeper Person | patricia larsen | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 iu willets road | AddressLine1 |
| City | roslyn | City |
| State | NY | State |
| ZIP Code | 11576 | ZIPCode |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|
| STUDENT SCHOLARSHIP | 40 | 465030 | TUITION |
| faculty students | 16 | 303020 | TUITION |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 | jean marC juhel | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 189276 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 9464 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 31571 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 230311 | 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 | As part of the Headmaster's contract with the School, he is required to reside on campus in order to provide coverage for campus activities and informatl supervision of the School's buildings and campus. In addition, due to the important role of providing security and supervision for buildings and grounds by his presence, the Headmaster is expected to be available for other on-campus activities and events including, but not limited to, proctoring and overseeing open houses, rehearsals, etc. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 8b | The School does not maintain formal meeting minutes for the committee meetings. |
| Form 990, Part VI, Section B, line 11 | A copy of the 990 is provided to the audit committee in advance. The audit committee meets with the business manager and the independent auditors to review the critical areas of the return. A copy of the 990 is distributed to the Board of Trustees with the recommendation of the audit committee to authorize filing with the IRS. At the Board meeting, the audit committee chair provides an overview and entertains questions from the Board who have been supplied with the a full copy of the 990 in advance of the meeting. |
| Form 990, Part VI, Section B, line 12c | As part of the policy, the Board is required annually to sign an annual disclosure statement indicating that they have received, understand, and agree to comply with the policy. The Board reviews these signed statements on an annual basis. |
| Form 990, Part VI, Section B, line 15 | The Headmaster's compensation is benchmarked against various data sources. NAIS - The National Association of Independent Schools which has an online database of salary information for a headmaster position. The School reviewed the national, state, and Long Island median salary data for day schools with similar enrollment. The School also utilizes Guidestar.com which is an aggregator that collects and provides industry specific salary data for non-profits. The School reviewed median salaries for CEO/Executive Directors, education with budgets of $5 million or more. The School also compared salary data from the Form 990 for peer schools in their area. For the current year, all senior administrative salaries including the headmaster's were frozen. |
| Form 990, Part VI, Section C, line 19 | Financial information including tax returns, forms and audited financial statements are available to the public upon request. |
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