KNOX SCHOOL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- KNOX SCHOOL (EIN 11-1743680)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201121339349300307
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T05:44:37-05:00 | 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 | Loeb & Troper LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 third avenue | AddressLine1 |
| City | new york | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111743680 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the knox school | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KNOX | NameControl |
| Phone | 6316861600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 541 long beach road | AddressLine1 |
| City | st james | City |
| State | NY | State |
| ZIP Code | 11780 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | George K Allison | Name |
| Title | headmaster | Title |
| Phone | 6316861600 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK H ROTHMAN | Name |
| Phone | 2128674000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 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 | George K Allison | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 541 long beach road | AddressLine1 |
| City | st james | City |
| State | NY | State |
| ZIP Code | 11780 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6460427 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.knoxschool.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1904 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE KNOX SCHOOL IS A NOT-FOR-PROFIT ORGANIZATION INCORPORATED IN 1953 UNDER THE LAWS OF THE STATE OF NEW YORK. THE SCHOOL IS A NONSECTARIAN, INDEPENDENT, MULTICULTURAL, COED DAY AND BOARDING COLLEGE PREPARATORY SCHOOL THAT SERVES 125 STUDENTS IN GRADES 6 THROUGH 12. HOME TO MANY INTERNATIONAL STUDENTS, THE DIVERSE COMMUNITY OFFERS A NURTURING AND CARING ENVIRONMENT TO LIVE, LEARN AND GROW. IN ADDITION TO ITS WELL-ESTABLISHED EQUESTRIAN PROGRAM AND BEAUTIFUL WATERFRONT CAMPUS, THE SCHOOL PROVIDES STUDENTS WITH MANY OPPORTUNITIES TO PARTICIPATE IN A WIDE VARIETY OF SPORTS, CLUBS AND LEADERSHIP ROLES.THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL IS SUPPORTED PRIMARILY BY TUITION AND FEES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 206 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 128570 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 246817 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5890721 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6120815 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 34187 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6444 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 75918 | OtherRevenuePriorYear |
| Other Revenue Current Year | 29954 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6129396 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6404030 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 473010 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 507923 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3325495 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3642560 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 281263 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2729527 | OtherExpensePriorYear |
| Other Expenses Current Year | 3008129 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6528032 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7158612 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -398636 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -754582 | RevenuesLessExpensesCY |
| Total Assets BOY | 5795891 | TotalAssetsBOY |
| Total Assets EOY | 5455994 | TotalAssetsEOY |
| Total Liabilities BOY | 2309097 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2723782 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3486794 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2732212 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide the opportunity for capable students to excel within a liberal arts program infused with artistic and athletic pursuits, in preparation for higher education at selective colleges and universities. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4661450 | Expense |
| Grants | 507923 | Grants |
| Revenue | 4982277 | Revenue |
| Description | Serving 127 students in a college preparatory curriculum over three trimester. Faculty and staff of 62 full and parttime | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 850529 | Expense |
| Revenue | 1053148 | Revenue |
| Description | Knox School Summer Adventures an eight week summer program serving 670 campers. Programs include baseball, riding, tennis, water adventures and classroom instruction. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 231857 | Expense |
| Revenue | 85390 | Revenue |
| Description | Equestrian Program serves between 40-45 students who compete in 5-6 competitions each year. We also offer a weekend program to local children. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5743836 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | 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 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 206 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jack W Hundley Associate Headmaster | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6316861600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 541 long beach road | AddressLine1 |
| City | st james | City |
| State | NY | State |
| ZIP Code | 11780 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| jt gwyne | ||||||
| treasurer | 1.00 | X | X | 0 | 0 | 0 |
| jennifer lawrence | ||||||
| chair | 1.00 | X | X | 0 | 0 | 0 |
| henry trevor | ||||||
| secretary | 1.00 | X | X | 0 | 0 | 0 |
| christopher nestercruk | ||||||
| president | 1.00 | X | X | 0 | 0 | 0 |
| linda weiss | ||||||
| vice president | 1.00 | X | X | 0 | 0 | 0 |
| dr sara coen | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| pelops damianos | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| jack easterling | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| anita edwards | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| susan hambrecht | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| francis huntington | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| mark mandrakos | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| jay mcnilty | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| eileen reina | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| michael sullivan | ||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |
| george allison | ||||||
| headmaster | 40.00 | X | 202602 | 0 | 5251 | |
| jack hundley | ||||||
| associate headmaster | 40.00 | X | 93636 | 0 | 5778 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 296238 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11029 | 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 (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| culinart inc | |||||
| 175 sunnyside blvd | plainview | NY | 11803 | food services | 456694 |
| first student | |||||
| po box 932 | shoreham | NY | 11788 | transportation | 148158 |
| Gold Coast Tennis | |||||
| PO Box 2286 | Huntington | NY | 11743 | tennis court construction | 136650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 10459 | FundraisingEvents |
| All Other Contributions | 236358 | AllOtherContributions |
| Noncash Contributions | 19370 | NoncashContributions |
| Total Contributions | 246817 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| tuition and fees | 611710 | 4565453 | 4565453 |
| summer program revenue | 611710 | 1053148 | 1053148 |
| auxiliary services | 611710 | 502214 | 502214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6120815 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7318 | TotalRevenueColumn |
| Exclusion | $7,318 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17773 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18647 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -874 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -874 | TotalRevenueColumn |
| Exclusion | -$874 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 26132 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 10459 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 37750 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -11618 | TotalRevenueColumn |
| Exclusion | -$11,618 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | other operating revenu | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 41572 | TotalRevenueColumn |
| Exclusion | $41,572 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 41572 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6404030 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6120815 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $36,398 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507923 | Total |
| Program Services | 507923 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327792 | Total |
| Program Services | 236010 | ProgramServices |
| Management And General | 72113 | ManagementAndGeneral |
| Fundraising | 19669 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2694173 | Total |
| Program Services | 1950919 | ProgramServices |
| Management And General | 593615 | ManagementAndGeneral |
| Fundraising | 149639 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81968 | Total |
| Program Services | 59378 | ProgramServices |
| Management And General | 18062 | ManagementAndGeneral |
| Fundraising | 4528 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288099 | Total |
| Program Services | 208541 | ProgramServices |
| Management And General | 63472 | ManagementAndGeneral |
| Fundraising | 16086 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250528 | Total |
| Program Services | 181310 | ProgramServices |
| Management And General | 55191 | ManagementAndGeneral |
| Fundraising | 14027 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7494 | Total |
| Management And General | 7494 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60990 | Total |
| Management And General | 60990 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121163 | Total |
| Program Services | 120400 | ProgramServices |
| Management And General | 572 | ManagementAndGeneral |
| Fundraising | 191 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184592 | Total |
| Program Services | 183858 | ProgramServices |
| Fundraising | 734 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 902769 | Total |
| Program Services | 614545 | ProgramServices |
| Management And General | 222853 | ManagementAndGeneral |
| Fundraising | 65371 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507992 | Total |
| Program Services | 488032 | ProgramServices |
| Management And General | 14970 | ManagementAndGeneral |
| Fundraising | 4990 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223624 | Total |
| Program Services | 220527 | ProgramServices |
| Management And General | 1864 | ManagementAndGeneral |
| Fundraising | 1233 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307794 | Total |
| Program Services | 295482 | ProgramServices |
| Management And General | 9234 | ManagementAndGeneral |
| Fundraising | 3078 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165240 | Total |
| Program Services | 158631 | ProgramServices |
| Management And General | 4957 | ManagementAndGeneral |
| Fundraising | 1652 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| food service | 383306 | 383306 | ||
| aDMISSIONS COMMISION | 121184 | 121184 | ||
| DUES AND FEES | 13929 | 5803 | 8126 | |
| other | 8052 | 7987 | 65 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7158612 | Total |
| Program Services | 5743836 | ProgramServices |
| Management And General | 1133513 | ManagementAndGeneral |
| Fundraising | 281263 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1270886 | BOY |
| EOY | 919754 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 979917 | BOY |
| EOY | 1020598 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 95382 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25943 | BOY |
| EOY | 7344 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89113 | BOY |
| EOY | 92687 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 257971 | BOY |
| EOY | 154466 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8208022 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5054459 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3171061 | BOY |
| EOY | 3153563 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 12200 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5795891 | BOY |
| EOY | 5455994 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102326 | BOY |
| EOY | 156914 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2126687 | BOY |
| EOY | 2566868 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4991 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75093 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2309097 | BOY |
| EOY | 2723782 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2408167 | BOY |
| EOY | 1543166 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84647 | BOY |
| EOY | 195066 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 993980 | BOY |
| EOY | 993980 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3486794 | BOY |
| EOY | 2732212 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5795891 | BOY |
| EOY | 5455994 | 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 | 961666 | BeginningOfYearBalance |
| Contributions | 45072 | Contributions |
| Investment Earnings Or Losses | 41816 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1048554 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 939822 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 21844 | InvestmentEarningsOrLosses |
| End Of Year Balance | 961666 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.95000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 320151 | OtherCostOrOtherBasis |
| Book Value | 320151 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3436961 | OtherCostOrOtherBasis |
| Depreciation | 1794400 | Depreciation |
| Book Value | 1642561 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2373997 | OtherCostOrOtherBasis |
| Depreciation | 1834721 | Depreciation |
| Book Value | 539276 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1880435 | OtherCostOrOtherBasis |
| Depreciation | 1425338 | Depreciation |
| Book Value | 455097 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 196478 | OtherCostOrOtherBasis |
| Book Value | 196478 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3153563 | TotalOfBookValueLandBuildings |
| Total Revenue | 6404030 | TotalRevenue |
| Total Expenses | 7158612 | TotalExpenses |
| Excess Or Deficit For Year | -754582 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -754582 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5896107 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 5896107 | RevenueSubtotal |
| Other Revenues Not Included | 507923 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 507923 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6404030 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6650689 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6650689 | ExpensesSubtotal |
| Other Expenses Not Included | 507923 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 507923 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7158612 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | the school's permanently restricted net assets consist of endowment fund assets to be held in perpetuity. The income from the assets can be used to support the school's general purchases as well as the school's capital fund, faculty enrollment, and scholarships. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | Effective July 1, 2009, the School adopted the provision pertaining to uncertain tax positions and have determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. |
| PART XII, LINE 4B - OTHER ADJUSTMEnts: financial aid awards: 507,923 PART XIII, LINE 4B - OTHER ADJUSTMENTS: financial aid awards: 507,923 |
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 | PROMOTIONAL LITERATURE as well as newspaper advertisments in the smithtown news INCLUDES STATEMENT OF the school's NONDISCRIMINATION POLICIES. | 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
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | golf tournament | NameOfEvent1 |
| Gross Receipts Event1 | 36591 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10459 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 26132 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 8000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 10152 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 19598 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 36591 | GrossReceiptsTotal |
| Charitable Contributions Total | 10459 | CharitableContributionsTotal |
| Gross Revenue Total Events | 26132 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 8000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 10152 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 19598 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 37750 | DirectExpenseSummaryEvents |
| Net Income Summary | -11618 | 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 | SCHOLARSHIPS AND TUITION ASSISTANCE | TypeOfGrant |
| Number Of Recipients | 43 | NumberOfRecipients |
| Amount Of Cash Grant | 507923 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Scholarships are awarded by the Scholarship Committee based on the needs of the school. The committee is comprised of the Assistant Headmaster for External Affair and Enrollment and the Associate Headmaster. Families seeking either need based aid or scholarship submit the required information to FAST, the aid component of Independent School Management. Based on this information and the supplemental information provided to the committee by the parents, scholarships are awarded. Scholarships are given each year within the board approved budget. The Associate Headmaster (CFO) verifies the awards and they are also fully audited by an independent accounting firm during the annual audit. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 | george allison | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 201502 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 1100 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 5251 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 207853 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 10130 | 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 head of school receives on-campus housing as a requirement of employment. this is a non-taxable benefit. in addition he receives membership to a beach club which is reflected as a taxable benefit. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| mark mandrakos | |||
| board member acting as yearbook representative | 18000 | mark was a board member who won the bid and went into contract for the yearbook. Mark is a part-owner in the company Hearff Jones. Because of his board member status, this creates a conflict of interest. | 0 |
| sandra hundley | |||
| officer's wife | 33439 | sandra is married to jack hundley and worked for the school as an ESL (english second language) teacher during fiscal year 2010. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv - by donor | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 1 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributors: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | There was one contributor who contributed artwork to the knox school. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | prior to filing, the 990 is provided to the executive committee of the board of trustees, for review and approval. A copy of the final 990 is then made available to the entire board for review. |
| Form 990, Part VI, Section B, line 12c | board members are required to sign the policy annually disclosing any possible conflicts. if a conflict exists, the member is required to recuse himself or herself from any vote involving his or her conflict. |
| Form 990, Part VI, Section C, line 19 | The organization makes its documents available upon request. |
| fORM 990, PART XI, LINE 2C | tHE PROCESS HAS NOT CHANGED FROM PRIOR YEAR |
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