2011-05-13T05:44:37-05:00 2010-06-30 Loeb & Troper LLP 655 third avenue new york NY 10017 990 2009-07-01 111743680 the knox school KNOX 6316861600 541 long beach road st james NY 11780 George K Allison 6316861600 2011-05-12 1 FREDERICK H ROTHMAN 2128674000 2009 2016-02-24 21:20:13Z George K Allison 541 long beach road st james NY 11780 6460427 0 X www.knoxschool.org X 1904 NY 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. 15 14 206 5 0 0 128570 246817 5890721 6120815 34187 6444 75918 29954 6129396 6404030 473010 507923 0 0 3325495 3642560 0 0 281263 2729527 3008129 6528032 7158612 -398636 -754582 5795891 5455994 2309097 2723782 3486794 2732212 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. 0 0 4661450 507923 4982277 Serving 127 students in a college preparatory curriculum over three trimester. Faculty and staff of 62 full and parttime 850529 1053148 Knox School Summer Adventures an eight week summer program serving 670 campers. Programs include baseball, riding, tennis, water adventures and classroom instruction. 231857 85390 Equestrian Program serves between 40-45 students who compete in 5-6 competitions each year. We also offer a weekend program to local children. 5743836 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 1 2 0 1 206 1 0 0 0 0 0 1 1 0 0 0 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Jack W Hundley Associate Headmaster 6316861600 541 long beach road st james NY 11780 jt gwyne 1.00 X X 0 0 0 jennifer lawrence 1.00 X X 0 0 0 henry trevor 1.00 X X 0 0 0 christopher nestercruk 1.00 X X 0 0 0 linda weiss 1.00 X X 0 0 0 dr sara coen 1.00 X 0 0 0 pelops damianos 1.00 X 0 0 0 jack easterling 1.00 X 0 0 0 anita edwards 1.00 X 0 0 0 susan hambrecht 1.00 X 0 0 0 francis huntington 1.00 X 0 0 0 mark mandrakos 1.00 X 0 0 0 jay mcnilty 1.00 X 0 0 0 eileen reina 1.00 X 0 0 0 michael sullivan 1.00 X 0 0 0 george allison 40.00 X 202602 0 5251 jack hundley 40.00 X 93636 0 5778 296238 0 11029 1 0 1 0 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 3 10459 236358 19370 246817 tuition and fees 611710 4565453 4565453 summer program revenue 611710 1053148 1053148 auxiliary services 611710 502214 502214 6120815 7318 7318 17773 18647 -874 -874 -874 26132 10459 37750 -11618 -11618 other operating revenu 900099 41572 41572 41572 6404030 6120815 0 36398 507923 507923 327792 236010 72113 19669 2694173 1950919 593615 149639 81968 59378 18062 4528 288099 208541 63472 16086 250528 181310 55191 14027 7494 7494 60990 60990 121163 120400 572 191 184592 183858 734 902769 614545 222853 65371 507992 488032 14970 4990 223624 220527 1864 1233 307794 295482 9234 3078 165240 158631 4957 1652 food service 383306 383306 aDMISSIONS COMMISION 121184 121184 DUES AND FEES 13929 5803 8126 other 8052 7987 65 7158612 5743836 1133513 281263 1270886 919754 979917 1020598 1000 95382 25943 7344 89113 92687 257971 154466 8208022 5054459 3171061 3153563 12200 5795891 5455994 102326 156914 2126687 2566868 4991 75093 2309097 2723782 X 2408167 1543166 84647 195066 993980 993980 3486794 2732212 5795891 5455994 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 961666 45072 41816 1048554 939822 21844 961666 0.95000 0.05000 0 0 320151 320151 3436961 1794400 1642561 2373997 1834721 539276 1880435 1425338 455097 196478 196478 3153563 6404030 7158612 -754582 0 -754582 5896107 0 5896107 507923 507923 6404030 6650689 0 6650689 507923 507923 7158612 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 1 1 1 PROMOTIONAL LITERATURE as well as newspaper advertisments in the smithtown news INCLUDES STATEMENT OF the school's NONDISCRIMINATION POLICIES. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 golf tournament 36591 10459 26132 8000 10152 19598 36591 10459 26132 8000 10152 19598 37750 -11618 1 SCHOLARSHIPS AND TUITION ASSISTANCE 43 507923 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 george allison 201502 0 0 0 1100 0 0 0 5251 0 207853 0 10130 0 Part I, Line 1a 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. 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 X 1 500 fmv - by donor 1 1 0 Method for Determining Number of Contributors: Part I, Column (b): There was one contributor who contributed artwork to the knox school. 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