2011-05-13T18:21:24-05:00 2010-06-30 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2009-07-01 131740455 HORACE MANN SCHOOL HORA 7184323416 231 WEST 246TH STREET BROnx NY 10471 GEORGE BLEIMANN 7184323416 2011-05-12 1 FREDERICK H ROTHMAN 2128674000 2009 2016-02-24 21:20:13Z george bleimann 231 WEST 246TH STREET BROnx NY 10471 96722016 0 X WWW.HORACEMANN.ORG X 1887 NY TO PROVIDE A CONTINUOUS EDUCATIONAL PROGRAM FOR BOYS AND GIRLS FROM PRE-SCHOOL TO HIGH SCHOOL 35 35 626 100 0 0 7994229 7608641 59267363 63118326 -13476505 3852567 241776 153530 54026863 74733064 7475048 7757005 0 39195551 42831910 2595 0 1748198 19964254 20098163 66637448 70687078 -12610585 4045986 201229996 214870562 91405332 98452111 109824664 116418451 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. 0 0 63072047 7757005 63118326 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. 63072047 1 1 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 105 1 1 626 1 0 1 CJ EI NT 0 0 0 1 1 0 0 0 35 35 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X GEORGE A BLEIMANN CONTROLLER 7184323416 231 W 246TH STREET BRONX NY 10471 steven m friedman 5.00 X X 0 0 0 deborah S Cogut 5.00 X X 0 0 0 carolyn Okin 5.00 X X 0 0 0 Lawrence A Shelley 5.00 X X 0 0 0 Robert P Heidenberg 5.00 X X 0 0 0 frederick r adler 5.00 X 0 0 0 glenn august 5.00 X 0 0 0 steven C Bussey 5.00 X 0 0 0 michael colacino 5.00 X 0 0 0 ellen davis 5.00 X 0 0 0 ronald dickerman 5.00 X 0 0 0 jamshid ehsani 5.00 X 0 0 0 richard a friedman 5.00 X 0 0 0 catherine goodstein wall 5.00 X 0 0 0 laurence s grafstein 5.00 X 0 0 0 lawrence otis graham 5.00 X 0 0 0 theresa A Havell 5.00 X 0 0 0 Ellen Hefter 5.00 X 0 0 0 mindy B Heyer 5.00 X 0 0 0 elliot N konopko 5.00 X 0 0 0 justin d lerer 5.00 X 0 0 0 edward levy 5.00 X 0 0 0 howard w lutnick 5.00 X 0 0 0 matthew mark 5.00 X 0 0 0 eric mindich 5.00 X 0 0 0 william montgomery 5.00 X 0 0 0 david parker 5.00 X 0 0 0 michael a pruzan 5.00 X 0 0 0 joseph B Rose 5.00 X 0 0 0 Richard Ruben 5.00 X 0 0 0 Usha Saxena 5.00 X 0 0 0 Regina Kulik Scully 5.00 X 0 0 0 Beth Kobliner Shaw 5.00 X 0 0 0 Thomas D Stern 5.00 X 0 0 0 Samona tait johnson 5.00 X 0 0 0 thomas kelly 60.00 X 414403 0 37602 edward l sinclair JR 50.00 X 291828 0 35757 glenn sherratt 40.00 X 201080 0 16348 barbara tischler 40.00 X 202585 0 32072 john yeager 40.00 X 203292 0 28195 david schiller 40.00 X 182111 0 29790 robin ingram 40.00 X 174272 0 33991 robert annunziata 40.00 X 170051 0 45365 steven singer 40.00 X 165791 0 24634 wendy steinthal 40.00 X 172284 0 18128 mitchell francis 40.00 X 149993 0 43102 patricia zuroski 40.00 X 143049 0 26933 lisa moreira 40.00 X 145293 0 55100 george bleimann 40.00 X 146228 0 26532 darren lewis 40.00 X 143456 0 30368 2905716 0 483917 141 0 1 0 flik international corp PO Box 91337 chicago IL 60693 food service 2860751 A&A Maintenance enterprise 965 midland avenue yonkers NY 10704 cleaning service 583720 supertrans NY inc 60 alexander street yonkers NY 10701 transportation 521455 time construction 906-b allerton avenue bronx NY 10469 general contractor 306950 digital criterion enterprises 1133 broadway new york NY 10010 technology consulting 248140 19 91210 276704 447410 6793317 368061 7608641 tuition 611600 60515741 60515741 facility impr./other f 611600 1051459 1051459 summer & Other program 611600 999577 999577 other related revenue 611600 551549 551549 63118326 1607048 1607048 30000 29052 948 948 948 23998127 21752608 2245519 2245519 2245519 319999 276704 169622 150377 150377 39875 37670 2205 2205 74733064 63118326 0 4006097 7757005 7757005 2537248 1966812 570436 29276194 26690397 2011158 574639 8572165 7752400 660063 159702 329315 307057 14031 8227 2116988 1908349 169890 38749 249080 249080 59500 59500 79276 79276 187584 143795 29839 13950 3138658 2113881 746757 278020 1113850 1113850 3416178 3066255 315471 34452 171394 167448 3370 576 289467 52953 236514 2154750 2154750 5148142 5143020 4268 854 431450 431450 miscellaneous expenses 2068077 1143318 285730 639029 food service 1590757 1590757 70687078 63072047 5866833 1748198 46817 276052 16433952 21455794 3445611 2865458 780336 785771 15000 243568 181805 142842385 39534115 105498810 103308270 49783291 47966889 23950313 37053590 1047298 961933 201229996 214870562 4700463 4677427 28885836 33588593 43195000 43195000 14624033 16991091 91405332 98452111 X 87016602 92922066 4754121 4470366 18053941 19026019 109824664 116418451 201229996 214870562 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 67.00 0 1 0 1 0 12.00 0 1 29807379 972078 2325083 642788 668344 31793408 34650921 360630 -3947962 509903 746307 29807379 0.40000 0.60000 0 0 5790321 5790321 121321234 31502386 89818848 8266806 5577341 2689465 7464024 2454388 5009636 103308270 state of israel bonds 70000 F alternative investments 36983590 F 37053590 accrued employee benefits 16274387 other liabilities 716704 16991091 Part II, Line 9: Description of How Organization Reports Conservation Easements: The organization carries the value on the balance sheet at the appraised value at the date of gift net of easement. Part V, Line 4: Description of Intended Use of Endowment Funds: 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. Part X: Description of Uncertain Tax Positions Under FIN 48: Effective July 1, 2009, the School adopted the provision pertaining to uncertain tax positions (ASC Topic 740) and has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. 1 1 1 The School in conjunction with ISAAGNY publishes its non-discrimination policy in various newspapers and publications. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 SCHOOL RECEIVED NEW YORK STATE AID FOR MANDATED SERVICES. 1 PA Annual Benefit 464110 276704 187406 127847 book fair 53694 53694 33011 4 78899 78899 8764 596703 276704 319999 127847 41775 169622 150377 39875 2000 35670 1 1.00000 39875 2000 35670 37670 2205 NY 0 not required since net is under $25,000. 0 0 0 1.00000 chris hold 231 west 246th street bronx NY 10471 0 janet golembo 737 recordkeeping, cash receipts and deposits of raffle proceeds. X 0 1 financial aid for qualified students 340 7757005 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 thomas kelly 414403 0 0 0 0 0 24140 0 13462 0 452005 0 0 0 edward l sinclair JR 291828 0 0 0 0 0 24140 0 11617 0 327585 0 0 0 glenn sherratt 201080 0 0 0 0 0 8174 0 8174 0 217428 0 0 0 barbara tischler 202585 0 0 0 0 0 20574 0 11498 0 234657 0 0 0 john yeager 203292 0 0 0 0 0 16756 0 11439 0 231487 0 0 0 david schiller 182111 0 0 0 0 0 18328 0 11462 0 211901 0 0 0 robin ingram 174272 0 0 0 0 0 17828 0 16163 0 208263 0 0 0 robert annunziata 170051 0 0 0 0 0 17318 0 28047 0 215416 0 0 0 steven singer 165791 0 0 0 0 0 16434 0 8200 0 190425 0 0 0 wendy steinthal 172284 0 0 0 0 0 16868 0 1260 0 190412 0 0 0 mitchell francis 149993 0 0 0 0 0 15000 0 28102 0 193095 0 0 0 patricia zuroski 143049 0 0 0 0 0 15512 0 11421 0 169982 0 0 0 lisa moreira 145293 0 0 0 0 0 15330 0 39770 0 200393 0 0 0 george bleimann 146228 0 0 0 0 0 15254 0 11278 0 172760 0 0 0 darren lewis 143456 0 0 0 0 0 14159 0 16209 0 173824 0 0 0 Part I, Line 1a 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. X 34 219536 selling price X auction items 186 148525 selling price 0 0 0 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 contributions for auction items. 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. Form 990 Part XI line 2c this method has not changed from the prior year.