2026-04-15T12:29:45-05:00 2025-06-30 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2024-07-01 131740452 HACKLEY SCHOOL HACK 9143662600 293 BENEDICT AVENUE TARRYTOWN NY 10591 ERIN BERNSTEIN DIRECTOR OF FINANCE 9143662604 2026-04-15 1 0 CANDICE METH P01306891 2129498700 2024 2025-03-06 01:10:19Z CHARLES FRANKLIN C/O HACKLEY SCHOOL 293 BENEDICT AVENUE TARRYTOWN NY 10591 101507211 0 X WWW.HACKLEYSCHOOL.ORG X 1900 NY THE SCHOOL IS AN INDEPENDENT CO-ED COLLEGE PREPARATORY SCHOOL SERVING GRADES K THROUGH 12. 23 23 407 746 539610 55592 11003071 15936112 46858429 49058271 3770740 5232346 880996 998524 62513236 71225253 8467927 9233731 0 0 31953549 32670691 0 0 2204259 17184305 20065542 57605781 61969964 4907455 9255289 300465630 308694208 38438568 30081818 262027062 278612390 THE SCHOOL IS AN INDEPENDENT, CO-ED COLLEGE PREPARATORY SCHOOL SERVING GRADES KINDERGARTEN THROUGH 12TH GRADE. 0 0 52822531 9233731 48518400 INSTRUCTION AND RELATED COSTS - INCLUDE ALL COSTS ASSOCIATED WITH INSTRUCTION OF 859 STUDENTS. THE SCHOOL OFFERS FINANCIAL AID GRANTS TO QUALIFIED STUDENTS BASED ON DEMONSTRATED NEED. 552070 539871 AUXILIARY ACTIVITIES INCLUDES SERVICES INDIRECTLY RELATED TO INSTRUCTION SUCH AS STUDENT ACTIVITIES EXPENSES, MUSIC INSTITUTE, DRIVERS EDUCATION, ETC., AS WELL AS SUMMER PROGRAMS. 53374601 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 155 0 1 407 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ERIN BERNSTEIN 9143662600 C/O HACKLEY SCHOOL 293 BENEDICT TARRYTOWN NY 10591 JOHN C CANONI TRUSTEE 1.00 3.00 X 0 0 0 THOMAS A CAPUTO TRUSTEE 1.00 0.00 X 0 0 0 MARIA A DOCTERS VICE PRESIDENT 5.00 0.00 X X 0 0 0 DAWN N FITZPATRICK TRUSTEE- (THRU 12/2024) 1.00 0.00 X 0 0 0 DAVID I GLUCKMAN TREASURER 5.00 0.00 X X 0 0 0 ERIC B GYASI SECRETARY 5.00 3.00 X X 0 0 0 AMY WONG TRUSTEE 1.00 0.00 X 0 0 0 LINDA HOLDEN-BRYANT TRUSTEE 5.00 0.00 X 0 0 0 KAVEH KHOSROWSHAHI VICE PRESIDENT 5.00 0.00 X X 0 0 0 JEFFERY A LIBERT TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL H LOWRY TRUSTEE 1.00 0.00 X 0 0 0 HARVINDER SANDHU MD PRESIDENT 5.00 0.00 X X 0 0 0 RACHEL MEARS TRUSTEE 1.00 0.00 X 0 0 0 HANNAH E SAUJET TRUSTEE 1.00 0.00 X 0 0 0 JUMAANE SAUNDERS TRUSTEE 1.00 0.00 X 0 0 0 SY STERNBERG TRUSTEE 1.00 0.00 X 0 0 0 JOHN R TORELL IV TRUSTEE 1.00 0.00 X 0 0 0 SARAH UNGER TRUSTEE 1.00 0.00 X 0 0 0 MAUREEN WRIGHT TRUSTEE 1.00 0.00 X 0 0 0 DANIEL E RIFKIN TRUSTEE 1.00 0.00 X 0 0 0 H RODGIN COHEN TRUSTEE 1.00 0.00 X 0 0 0 SHERRY BLOCKINGER TRUSTEE - (THRU 10/2024) 1.00 0.00 X 0 0 0 CHRISTOPHER P BOGART TRUSTEE 1.00 0.00 X 0 0 0 KEVIN KEARNS TRUSTEE - (FROM 02/2025) 1.00 0.00 X 0 0 0 DOMINIQUE ALPUCHE TRUSTEE - (FROM 02/2025) 1.00 0.00 X 0 0 0 CHARLES FRANKLIN HEAD OF SCHOOL 50.00 0.00 X 573265 0 58728 ERIN BERNSTEIN CHIEF FINANCIAL OFFICER 40.00 0.00 X 297428 0 52199 LISA OBERSTEIN DIRECTOR OF LOWER SCHOOL 40.00 0.00 X 184271 0 24368 CYNDY JEAN ASSOCIATE HEAD OF SCHOOL 40.00 0.00 X 176734 0 39002 JOHN P GANNON DIRECTOR OF DEVELOPMENT 40.00 0.00 X 246313 0 54898 ANDREW M KING DIRECTOR OF UPPER SCHOOL 40.00 0.00 X 205331 0 58672 ROBERT ALDRICH DIRECTOR OF OPERATIONS AND 40.00 0.00 X 187306 0 26185 MICHAEL WIRTZ HEAD OF SCHOOL (THRU 6/30/23) 0.00 0.00 X 457752 0 0 2328400 0 314052 132 1 1 0 CONSIGLI CONSTRUCTION CO INC 199 WEST ROAD SUITE 100 PLEASANT VALLEY NY 12559 CONSTRUCTION CONTRACTOR 34071032 FLIK INDEPENDENT SCHOOLS PO BOX 204 BALDWIN NY 10505 FOOD SERVICE 2582936 PAR CORPORATION INC 354 US 206 FLANDERS NJ 07836 INTERIOR DESIGNER 792248 IBS-BUILDING SERVICE CONTRACTORS INC 68 THOMAS STREET NEW YORK NY 10013 CONSTRUCTION MANAGEMENT 636845 PELLI CLARKE & PARTNERS INC 322 8TH AVENUE NEW YORK NY 10001 ARCHITECT 499618 24 20290 162151 516927 15236744 9725991 15936112 TUITION AND FEES 611710 48518400 48518400 AUXILLARY ACTIVITIES 532000 539871 539871 49058271 3369050 3369050 1214466 198438 1016028 1016028 539610 476418 31705858 29842562 1863296 1863296 1863296 223454 20290 240958 -17504 -17504 71225253 49058271 539610 5691260 9233731 9233731 1266352 1079691 137177 49484 23371863 19926845 2531750 913268 1779565 1517257 192771 69537 4545081 3875136 492344 177601 1707830 1456096 185000 66734 168360 168360 127482 127482 173562 173562 219219 219219 1512236 156662 789092 566482 86452 24221 61020 1211 7184418 5747534 1149507 287377 641523 603515 31786 6222 MAINTENANCE 4181871 4058007 82045 41819 INSTRUCTIONAL SUPPLIES 2644222 2636886 5378 1958 FOOD SERVICES 2138687 2074537 42763 21387 ATHLETICS 840586 840586 146924 143897 1848 1179 61969964 53374601 6391104 2204259 2989 6389 18974277 21754627 2855240 2222485 166394 120314 231 6545 36298 30714 941814 860314 248923656 65737963 169699080 183185693 105200920 98217751 1898933 1641322 689454 648054 300465630 308694208 13064777 5804441 17941320 17888275 1595000 1280000 5837471 5109102 38438568 30081818 X 163958674 223229605 98068388 55382785 262027062 278612390 300465630 308694208 X 9255289 6576554 753485 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 37.00 0 0 1 0 50.00 2000 1 68420833 2430029 8466036 1076253 600358 77640287 61462767 1203786 8272836 1577510 941046 68420833 57438955 685458 5692779 1458042 896383 61462767 58959032 8986649 -8321669 1486804 698253 57438955 45987330 4008133 10922851 1467716 491566 58959032 0.38000 0.37000 0.25000 0 0 7974241 7974241 213713838 51791378 161922460 11022440 7025166 3997274 16213137 6921419 9291718 183185693 POSTRETIREMENT-BENEFIT OBLIGATIONS 4932441 LEASE LIABILITY 176661 5109102 X 68592952 6576554 198438 6774992 61817960 173562 9233731 9407293 71225253 52904712 342041 342041 52562671 173562 9233731 9407293 61969964 PART II, LINE 9: CONSERVATION EASEMENT: THE LAND OWNED BY THE SCHOOL IS INCLUDED IN THE SCHOOL'S STATEMENT OF FINANCIAL POSITION. THERE IS NO REVENUE AND MINIMAL EXPENSE ASSOCIATED WITH THE CONSERVATION EASEMENT, AND ACCORDINGLY, THERE IS NO FOOTNOTE DISCLOSURE REGARDING THE EASEMENT. PART V, LINE 4: ENDOWMENT FUNDS: THE SCHOOL'S ENDOWMENT GENERATES A STREAM OF REVENUE THAT HELPS FUND ITS PROGRAMS, INCLUDING ITS FINANCIAL AID PROGRAM. PART X, LINE 2: ASC 740 - INCOME TAXES: THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES", AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. THE SCHOOL IS SUBJECT TO AND PAYS UNRELATED BUSINESS INCOME TAX RELATING TO ITS RENTAL ACTIVITIES; BECAUSE THE SCHOOL HAS ALWAYS RECOGNIZED THE LIABILITY RELATED TO THIS UNRELATED BUSINESS INCOME AND BECAUSE OF THE SCHOOL'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON THE SCHOOL'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 198,438. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 9,233,731. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES 198,438. INCREASE IN ALLOWANCE FOR UNCOLLECTIBLE STUDENT ACCOUNTS 143,603. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 9,233,731. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY: THE SCHOOL PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE. SCHEDULE E, PART I, LINE 6 FINANCIAL AID/ASSISTANCE FROM A GOVERNMENT AGENCY: THE SCHOOL RECEIVES FUNDS FROM NEW YORK STATE FOR THE PERFORMANCE OF MANDATED SERVICES AND CAPITAL EXPENDITURES. 0 CENTRAL AMERICA/CARIBBEAN 0 0 INVESTMENTS 1641322 0 0 0 0 0 0 1641322 0 1641322 0 0 0 0 0 0 PART I, LINE 3: AMOUNT REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING. GALA 243744 20290 223454 97013 3415 140530 243744 20290 223454 97013 3415 140530 240958 -17504 1 FINANCIAL ASSISTANCE 144 9233731 FMV TUITION REDUCTION SCHEDULE I - PART 3, LINE 1 THE SCHOOL'S FINANCIAL AID OFFICE REVIEWS PARENTS' FINANCIAL STATEMENTS, INCLUDING INDIVIDUAL TAX RETURNS, AND THEN THE FINANCIAL AID COMMITTEE AWARDS AID ON THE BASIS OF DEMONSTRATED NEED. X X 1 1 X X X X 1 0 0 0 0 0 0 1 0 CHARLES FRANKLIN HEAD OF SCHOOL 548265 0 25000 0 0 0 25875 0 32853 0 631993 0 0 0 MICHAEL WIRTZ HEAD OF SCHOOL (THRU 6/30/23) 0 0 0 0 457752 0 0 0 0 0 457752 0 339002 0 ERIN BERNSTEIN CHIEF FINANCIAL OFFICER 297428 0 0 0 0 0 23507 0 28692 0 349627 0 0 0 JOHN P GANNON DIRECTOR OF DEVELOPMENT 246313 0 0 0 0 0 26206 0 28692 0 301211 0 0 0 ANDREW M KING DIRECTOR OF UPPER SCHOOL 205331 0 0 0 0 0 21731 0 36941 0 264003 0 0 0 CYNDY JEAN ASSOCIATE HEAD OF SCHOOL 176734 0 0 0 0 0 19365 0 19637 0 215736 0 0 0 ROBERT ALDRICH DIRECTOR OF OPERATIONS AND 182306 0 5000 0 0 0 14351 0 11834 0 213491 0 0 0 LISA OBERSTEIN DIRECTOR OF LOWER SCHOOL 184271 0 0 0 0 0 14450 0 9918 0 208639 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS, AS BOARDING STUDENTS RESIDE AT THE SCHOOL. SINCE THE HEAD OF SCHOOL'S HOME SERVES AS HIS PERMANENT RESIDENCE, PERSONAL USE OF THE HOME DOES OCCUR. THE SCHOOL PAYS FOR A CLEANING SERVICE FOR THE HOME, AS NEEDED. THE HOUSING REQUIREMENT PROVISION IS CONTAINED IN THE EMPLOYMENT CONTRACT OF THE HEAD OF SCHOOL. PART I, LINE 4A AS DISCLOSED IN PART II, LINE 2, THE AMOUNTS REPORTED IN COLUMN B (III) INCLUDE A SEVERANCE PAYMENT OF $118,750 PAID TO A FORMER EMPLOYEE. PART I, LINE 7 THE HEAD OF SCHOOL AWARDED CERTAIN EMPLOYEES NON-FIXED DISCRETIONARY BONUSES BASED ON ADDITIONAL WORK PERFORMED. COMPENSATION IS BASED ON COMPARABLE DATA OBTAINED FROM PEER INSTITUTIONS AND AN ASSOCIATION OF INDEPENDENT SCHOOLS. THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES' EXECUTIVE COMMITTEE. AN ASSESSMENT OF PERFORMANCE ALONG WITH COMPARABLE DATA PROVIDED FROM PEER SCHOOLS ARE USED TO DETERMINE THIS COMPENSATION. A COUNTY OF WESTCHESTER INDUSTRIAL DEVELOPMENT AGENCY 521294265 957368FMO 2004-01-02 16000000 FINANCING RENOVATION 0 0 0 A 14720000 16000000 714662 274337 15285739 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 1 0 0 0 0 A 0 X 102 9585461 COMPARABLE SALES X AUCTIONED ITEMS 58 140530 COMPARABLE SALES 0 1 1 PART I, LINE 32B: THE SCHOOL USES CHARLES SCHWAB TO SELL DONATED SECURITIES. SCHEDULE M, PART I, COLUMN (B): THE AMOUNTS NOTED IN COLUMN B REPRESENT THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD AND THEN PRESENTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND APPROVAL, WITH COPIES BEING DISTRIBUTED IN ADVANCE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT-OF-INTEREST POLICY: THE CONFLICT-OF-INTEREST POLICY IS DISTRIBUTED ANNUALLY ALONG WITH A DECLARATION FORM TO KEY PERSONNEL AND ADMINISTRATORS, AS WELL AS ALL TRUSTEES. THE FINANCE OFFICE COLLECTS ALL DECLARATION FORMS AND PREPARES A MEMO OF ALL KNOWN CONFLICTS FOR THE CHAIR OF THE AUDIT COMMITTEE, THE HEAD OF SCHOOL, AND THE PRESIDENT OF THE BOARD OF TRUSTEES TO REVIEW. FORM 990, PART VI, SECTION B, LINE 15 DETERMINING COMPENSATION: THE HEAD OF SCHOOL SETS COMPENSATION POOLS FOR ALL EMPLOYEES. COMPENSATION IS BASED ON COMPARABLE DATA OBTAINED FROM PEER INSTITUTIONS AND AN ASSOCIATION OF INDEPENDENT SCHOOLS. THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES' EXECUTIVE COMMITTEE. AN ASSESSMENT OF PERFORMANCE ALONG WITH COMPARABLE DATA PROVIDED FROM PEER SCHOOLS ARE USED TO DETERMINE THIS COMPENSATION. THE HEAD OF SCHOOL HAS A WRITTEN EMPLOYMENT AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS: THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN POST RETIREMENT BENEFITS 897,088. INCREASE IN ALLOWANCE FOR DOUBTFUL STUDENT ACCOUNTS -143,603. HACKLEY ALUMNI ENDOWMENT FUND 293 BENEDICT AVENUE TARRYTOWN NY 10591 136068876 CHARITABLE NY 501 (C) (3) 12A ; TYPE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 HACKLEY ALUMNI ENDOWMENT FUND C 162151 FMV