PACKER COLLEGIATE INSTITUTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PACKER COLLEGIATE INSTITUTE (EIN 11-1633522)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202501349349312455
- Schema version
- 2023v6.0
- 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 K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T17:27:14-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111633522 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACKER COLLEGIATE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACK | BusinessNameControlTxt |
| Phone | 7182500336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 JORALEMON STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW ANNENBERG | PersonNm |
| Person Title | CHIEF FINANCIAL & OPER OFFICER | PersonTitleTxt |
| Phone | 7182500336 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA MODELSON | PreparerPersonNm |
| PTIN | P01603524 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR JENNIFER WEYBURN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 JORALEMON STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $84,701,596 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.PACKER.EDU/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1845 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | NOW IN ITS 175TH YEAR IN HISTORIC BROOKLYN HEIGHTS, PACKER IS EXCEPTIONALLY PROUD OF THE OUTSTANDING EDUCATION WE OFFER TO CHILDREN FROM THREE YEARS OF AGE THROUGH SENIOR HIGH SCHOOL IN A BEAUTIFUL PHYSICAL PLANT WITH UP-TO-DATE FACILITIES. IN ADDITION, PACKER HAS BECOME THE SCHOOL OF CHOICE FOR SO MANY FAMILIES IN BROOKLYN AND MANHATTAN PRIMARILY BECAUSE OF ITS EXTRAORDINARY FACULTY OF TALENTED MEN AND WOMEN WHO BRING A WEALTH OF EXPERTISE INTO THE CLASSROOM, ALONG WITH A REAL LOVE OF YOUNG PEOPLE. IT IS A TRULY CARING COMMUNITY WHERE ADULTS MODEL FOR STUDENTS THE ATTRIBUTES WE PRIZE - KINDNESS, HONOR, INTELLIGENCE, INCLUSIVENESS, AND DIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 467 | TotalEmployeeCnt |
| Total Volunteers | 174 | TotalVolunteersCnt |
| Total Gross UBI | -$1,468 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,110,139 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,169,604 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,923,061 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $62,118,518 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,717,235 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,263,564 | CYInvestmentIncomeAmt |
| PY Other Revenue | $727,985 | PYOtherRevenueAmt |
| CY Other Revenue | $1,114,618 | CYOtherRevenueAmt |
| PY Total Revenue | $71,478,420 | PYTotalRevenueAmt |
| CY Total Revenue | $73,666,304 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,386,393 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,469,611 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,953,547 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,749,629 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,320,693 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,947,905 | PYOtherExpensesAmt |
| CY Other Expenses | $15,777,825 | CYOtherExpensesAmt |
| PY Total Expenses | $61,287,845 | PYTotalExpensesAmt |
| CY Total Expenses | $64,997,065 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,190,575 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,669,239 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $196,650,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $214,118,978 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,088,455 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,885,217 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $149,561,577 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $162,233,761 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | GROUNDED IN RICH TRADITIONS WHILE EMBRACING THE FUTURE, PACKER IS A DIVERSE COMMUNITY THAT BALANCES THE VALUE OF SCHOLARSHIP AND THE INTELLECT WITH THE IMPORTANCE OF MEANINGFUL AND SUSTAINED RELATIONSHIPS. GUIDED BY DEDICATED ADULTS, PACKER STUDENTS ARE CHALLENGED TO DEVELOP TALENTS, PURSUE ASPIRATIONS, AND BECOME EMPATHETIC, RESPONSIBLE, GLOBALLY-MINDED INDIVIDUALS. WE EDUCATE STUDENTS TO THINK DEEPLY, SPEAK CONFIDENTLY AND ACT WITH PURPOSE AND HEART. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $39,484,156 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $60,915,285 | RevenueAmt |
| Desc | INSTRUCTIONAL & EDUCATION - FROM PRESCHOOL TO HIGH SCHOOL, PACKER PROVIDED EDUCATION TO ABOUT 1,000 STUDENTS IN FY 23-24. PACKER IS PROUD OF THE OUTSTANDING EDUCATION WE OFFER TO OUR STUDENTS. OUR LOWER SCHOOL STRESSES THE FUNDAMENTALS OF LITERACY AND MATHEMATICS IN A JOYFUL, STUDENT-FOCUSED ENVIRONMENT, WITH AMPLE TIME BUILT IN FOR SOCIAL STUDIES, SCIENCE, ART, MUSIC, LIBRARY STUDIES, DANCE, AND PHYSICAL EDUCATION. OUR LOWER SCHOOL CLASSROOMS EACH HAVE IN-CLASS LIBRARIES, CURRENT CURRICULAR MATERIALS, MODERN TECHNOLOGY, WONDERFULLY TRAINED AND EXPERIENCED HEAD AND ASSOCIATE TEACHERS. STARTING IN THE MIDDLE SCHOOL, PACKER STUDENTS PARTICIPATE IN A SCHOOL-WIDE LAPTOP PROGRAM, WITH EACH YOUNGSTER UTILIZING HIS OR HER OWN COMPUTER, WORKING IN CLASSROOMS EQUIPPED WITH SMART BOARDS AND OTHER MULTI-MEDIA, SO THAT TECHNOLOGY IS TRULY INTEGRATED AS A DAILY PART OF EVERYONE'S EDUCATION. MOST PACKER STUDENTS BEGIN TO LEARN A FOREIGN LANGUAGE IN GRADE 6 AND CONTINUE THEIR STUDIES THROUGH UPPER SCHOOL. IN THE UPPER SCHOOL, STUDENTS ENCOUNTER A RIGOROUS AND EXCITING PROGRAM OF REQUIRED AND ELECTIVE OFFERINGS THAT ENABLE THEM TO PURSUE PARTICULAR STRENGTH AND TALENTS. MODERN SCIENCE LABORATORIES, GYMNASIUM, A THEATER, AND ART, DANCE AND MUSIC STUDIOS SERVE AS IDEAL VENUES FOR BEGINNING AND ADVANCED STUDY IN THESE AREAS. OPPORTUNITIES ALSO ABOUND FOR YOUNG MEN AND WOMEN TO PARTICIPATE IN COMPETITIVE INTERSCHOLASTIC ATHLETICS AT BOTH THE VARSITY AND JUNIOR VARSITY LEVELS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,469,611 | ExpenseAmt |
| Grant | $11,469,611 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FINANCIAL AID: PACKER IS DEEPLY COMMITTED TO MAKING A PACKER EDUCATION A VIABLE OPTION FOR ALL ELIGIBLE STUDENTS. PACKER OFFERS FINANCIAL AID TO ENROLL HIGHLY QUALIFIED STUDENTS WHO COULD NOT OTHERWISE AFFORD TO ATTEND. DURING FISCAL YEAR 23-24, PACKER PROVIDED FINANCIAL AID TO ABOUT 25% OF ITS STUDENT BODY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,330,627 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,289,915 | RevenueAmt |
| Desc | AUXILIARY PROGRAMS: PACKER PLUS PROVIDES A RICH ARRAY OF AFTER SCHOOL OFFERINGS, FROM PLAYGROUP, ROBOTICS, SPORTS, FOREIGN LANGUAGE, AND CHESS, FOR LOWER AND MIDDLE SCHOOL STUDENTS. IN THE SUMMER PERIOD, PACKER ALSO PROVIDES CAMP FOR 4-12 YEAR-OLDS AND COUNSELOR IN TRAINING FOR 13 AND 14 YEAR-OLDS. THE CAMP AND COUNSELOR IN TRAINING PROGRAMS ARE OPEN TO NON-PACKER STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $53,284,394 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 467 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW ANNENBERG CHIEF FIN AND O | PersonNm |
| Phone | 7182500336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 JORALEMON STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JENNIFER WEYBURN | |||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | Yes (X) | $752,633 | $0 | $352,572 | |||
| MARNIE BROOKE WORTH | |||||||||
| PRESIDENT/CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAMILLAH HOY-ROSAS | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MEERA MARTI | |||||||||
| OFFICER AT LARGE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| AJ PIRES | |||||||||
| OFFICER AT LARGE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EVAN ROTH | |||||||||
| OFFICER AT LARGE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| NEAL MCKNIGHT | |||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| REED LOWENSTEIN | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SUSAN ABDALLA | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAWN BRADFORD-WATT | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ADRIENNE ELLMAN | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| OHSANG KWON | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JERRY LEE | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE MARIE LUBRANO | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HANK MANNIX | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAFIYA MITCHELL | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA MOORE | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AARON RELIFORD | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANJAN SAHNI | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEREMY SCHIFFRES | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AINKA SHACKLEFORD TURNER | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD STORY | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCISCO TEZEN | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SEAN WARD | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEMETRIOS YATRAKIS | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW ANNENBERG | |||||||||
| CHIEF FINANCIAL & OPER OFFICER | 40.00 | Yes (X) | $231,256 | $0 | $28,336 | ||||
| DENISE COLEMAN | |||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | $197,786 | $0 | $51,234 | Yes (X) | ||||
| SHEILA BOGAN | |||||||||
| DIR. OF ENROLLMENT AND FINANCIAL AID | 40.00 | $248,306 | $0 | $31,890 | Yes (X) | ||||
| ELIZABETH HASTINGS | |||||||||
| ASSOC. HEAD OF SCHOOL/ACADEMIC DEAN | 40.00 | $295,973 | $0 | $35,277 | Yes (X) | ||||
| YVES-ERIC KABORE | |||||||||
| MIDDLE SCHOOL DIVISION HEAD | 40.00 | $217,758 | $0 | $48,905 | Yes (X) | ||||
| MARIA NUNES | |||||||||
| UPPER SCHOOL DIVISION HEAD | 40.00 | $238,165 | $0 | $68,239 | Yes (X) | ||||
| ZOE HILLMAN | |||||||||
| PRESCHOOL/LOWER SCHOOL DIVISION HEAD | 40.00 | $234,007 | $0 | $9,664 | Yes (X) | ||||
| ANDREA KELLY | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $217,676 | $0 | $22,229 | Yes (X) | ||||
| DAVID SASSCER | |||||||||
| DIRECTOR OF CAMPUS OPERATIONS | 40.00 | $178,082 | $0 | $38,679 | Yes (X) | ||||
| LISA SHAMBAUGH | |||||||||
| COLLEGE COUNSELOR | 40.00 | $230,497 | $0 | $43,348 | Yes (X) | ||||
| ROMINA ROS | |||||||||
| CONTROLLER | 40.00 | $221,141 | $0 | $38,155 | Yes (X) | ||||
| JAMES ANDERSON | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $197,900 | $0 | $59,623 | Yes (X) | ||||
| ANITA FORTUNE | |||||||||
| COLLEGE COUNSELOR | 40.00 | $200,102 | $0 | $76,821 | Yes (X) | ||||
| JAMES DOLAN | |||||||||
| DIRECTOR OF FACILITIES | 40.00 | $184,544 | $0 | $72,483 | Yes (X) | ||||
| ELIZABETH H WINTER | |||||||||
| FORMER CHIEF FIN. OFFICER | 0.00 | $273,218 | $0 | $23,998 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,119,044 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,001,453 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 112 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARCHSTONE BUILDERS LLC | |||||
| 242 WEST 30TH STREET | NEW YORK | NY | 10001 | CONSTRUCTION | $6,605,980 |
| EUROSTRUCT INC | |||||
| 228 RUSSELL STREET | BROOKLYN | NY | 11222 | CONSTRUCTION | $2,507,313 |
| ZUBATKIN OWNER REPRESENTATION LLC | |||||
| 1250 BROADWAY 10TH FLOOR | NEW YORK | NY | 10001 | PROJECT MANAGEMENT | $664,313 |
| KELLERMEYER BERGENSONS SERVICES LLC | |||||
| 25049 NETWORK PLACE | CHICAGO | IL | 60673 | CLEANING | $603,374 |
| WORK ARCHITECTURE COMPANY | |||||
| 156 LUDLOW STREET 3RD FLOOR | NEW YORK | NY | 10002 | ARCHITECTURE | $423,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $120,783 | FundraisingAmt |
| Government Grants | $1,525,580 | GovernmentGrantsAmt |
| All Other Contributions | $3,523,241 | AllOtherContributionsAmt |
| Noncash Contributions | $431,587 | NoncashContributionsAmt |
| Total Contributions | $5,169,604 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $60,089,710 | $60,089,710 |
| SUMMER DAY CAMP | 611600 | $753,126 | $753,126 |
| PACKER PLUS | 611600 | $686,262 | $686,262 |
| FOOD SERVICE | 611600 | $300,575 | $300,575 |
| EDUCATIONAL SCHOOL TRIPS | 611600 | $288,845 | $288,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $62,118,518 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,632,380 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,468 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,633,848 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,900 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,900 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,900 | TotalRevenueColumnAmt |
| Exclusion | $27,900 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,428,182 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,796,998 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,631,184 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,631,184 | TotalRevenueColumnAmt |
| Exclusion | $2,631,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $191,616 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $120,783 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $200,868 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,252 | TotalRevenueColumnAmt |
| Exclusion | -$9,252 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $46,714 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $37,426 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,288 | TotalRevenueColumnAmt |
| Exclusion | $9,288 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| APPL./FORFEITED DEP. | 900099 | $460,681 | $460,681 |
| SCHOOL REIMBURSEMENTS | 900099 | $364,894 | $364,894 |
| MODEL CONGRESS/YEARBOOK | 611710 | $104,540 | $104,540 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,567 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $156,567 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,086,682 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,666,304 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,205,200 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,468 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,292,968 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,469,611 | TotalAmt |
| Program Services | $11,469,611 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,563,291 | TotalAmt |
| Program Services | $1,041,216 | ProgramServicesAmt |
| Management And General | $2,132,881 | ManagementAndGeneralAmt |
| Fundraising | $389,194 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,188 | TotalAmt |
| Program Services | $3,188 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,621,086 | TotalAmt |
| Program Services | $22,974,661 | ProgramServicesAmt |
| Management And General | $2,783,776 | ManagementAndGeneralAmt |
| Fundraising | $862,649 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,741,481 | TotalAmt |
| Program Services | $1,509,357 | ProgramServicesAmt |
| Management And General | $177,210 | ManagementAndGeneralAmt |
| Fundraising | $54,914 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,486,617 | TotalAmt |
| Program Services | $2,676,532 | ProgramServicesAmt |
| Management And General | $645,919 | ManagementAndGeneralAmt |
| Fundraising | $164,166 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,333,966 | TotalAmt |
| Program Services | $2,055,015 | ProgramServicesAmt |
| Management And General | $212,959 | ManagementAndGeneralAmt |
| Fundraising | $65,992 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,713 | TotalAmt |
| Management And General | $90,713 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,250 | TotalAmt |
| Management And General | $71,250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,825 | TotalAmt |
| Program Services | $553,964 | ProgramServicesAmt |
| Management And General | $126,180 | ManagementAndGeneralAmt |
| Fundraising | $30,681 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,775 | TotalAmt |
| Program Services | $679,270 | ProgramServicesAmt |
| Management And General | $86,375 | ManagementAndGeneralAmt |
| Fundraising | $26,130 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,666 | TotalAmt |
| Management And General | $38,846 | ManagementAndGeneralAmt |
| Fundraising | $56,820 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,285,194 | TotalAmt |
| Program Services | $3,540,374 | ProgramServicesAmt |
| Management And General | $527,205 | ManagementAndGeneralAmt |
| Fundraising | $217,615 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,603 | TotalAmt |
| Program Services | $498,603 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,769 | TotalAmt |
| Program Services | $498,589 | ProgramServicesAmt |
| Management And General | $113,566 | ManagementAndGeneralAmt |
| Fundraising | $27,614 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,691 | TotalAmt |
| Program Services | $700,105 | ProgramServicesAmt |
| Management And General | $10,586 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,398 | TotalAmt |
| Program Services | $264,616 | ProgramServicesAmt |
| Management And General | $44,028 | ManagementAndGeneralAmt |
| Fundraising | $73,754 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,369 | TotalAmt |
| Program Services | $687,653 | ProgramServicesAmt |
| Management And General | $156,630 | ManagementAndGeneralAmt |
| Fundraising | $38,086 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,420,145 | TotalAmt |
| Program Services | $3,444,733 | ProgramServicesAmt |
| Management And General | $784,625 | ManagementAndGeneralAmt |
| Fundraising | $190,787 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,851 | TotalAmt |
| Management And General | $687,851 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBI TAXES PAID | $9,250 | $9,250 | ||
| SCHOOL TRIP/PROJECT EXP | $699,655 | $239,604 | $460,051 | |
| MISC OPERATING EXP | $211,734 | $48,965 | $88,686 | $74,083 |
| SOCIAL ACTIVITIES | $140,108 | $83,425 | $56,350 | $333 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,829 | TotalAmt |
| Program Services | $81,820 | ProgramServicesAmt |
| Management And General | $320,134 | ManagementAndGeneralAmt |
| Fundraising | $47,875 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,997,065 | TotalAmt |
| Program Services | $53,284,394 | ProgramServicesAmt |
| Management And General | $9,391,978 | ManagementAndGeneralAmt |
| Fundraising | $2,320,693 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,344,239 | BOYAmt |
| EOY | $4,007,520 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,208,778 | BOYAmt |
| EOY | $12,619,457 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,014,629 | BOYAmt |
| EOY | $627,908 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,830 | BOYAmt |
| EOY | $232,505 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,495 | BOYAmt |
| EOY | $13,974 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,474 | BOYAmt |
| EOY | $592,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $157,746,024 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,229,833 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,586,786 | BOYAmt |
| EOY | $71,516,191 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,006,248 | BOYAmt |
| EOY | $32,071,886 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,692,553 | BOYAmt |
| EOY | $92,437,362 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,650,032 | BOYAmt |
| EOY | $214,118,978 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,202,224 | BOYAmt |
| EOY | $11,099,693 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,685,572 | BOYAmt |
| EOY | $21,174,496 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,665,664 | BOYAmt |
| EOY | $19,109,857 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,995 | BOYAmt |
| EOY | $501,171 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,088,455 | BOYAmt |
| EOY | $51,885,217 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,806,950 | BOYAmt |
| EOY | $131,392,146 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,754,627 | BOYAmt |
| EOY | $30,841,615 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,561,577 | BOYAmt |
| EOY | $162,233,761 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,650,032 | BOYAmt |
| EOY | $214,118,978 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,669,239 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,002,945 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $37,210 | RevenuesIncludedAmt |
| Assets Included | $391,654 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,686,407 | BeginningYearBalanceAmt |
| Contributions | $2,943,970 | ContributionsAmt |
| Investment Earnings Or Losses | $6,299,710 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,559,146 | OtherExpendituresAmt |
| End Year Balance | $91,370,941 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,521,427 | BeginningYearBalanceAmt |
| Contributions | $3,297,371 | ContributionsAmt |
| Investment Earnings Or Losses | $3,017,113 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,149,504 | OtherExpendituresAmt |
| End Year Balance | $83,686,407 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,676,387 | BeginningYearBalanceAmt |
| Contributions | $17,818,015 | ContributionsAmt |
| Investment Earnings Or Losses | $729,597 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $702,572 | OtherExpendituresAmt |
| End Year Balance | $78,521,427 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,029,396 | BeginningYearBalanceAmt |
| Contributions | $8,180,845 | ContributionsAmt |
| Investment Earnings Or Losses | $12,246,959 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $317,273 | OtherExpendituresAmt |
| End Year Balance | $60,139,927 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,797,156 | BeginningYearBalanceAmt |
| Contributions | $1,130,678 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $898,438 | OtherExpendituresAmt |
| End Year Balance | $40,029,396 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.68200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22120 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09680 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,300,000 | OtherCostOrOtherBasisAmt |
| Book Value | $11,300,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $101,926,823 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,047,725 | DepreciationAmt |
| Book Value | $29,879,098 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,310,332 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,375,101 | DepreciationAmt |
| Book Value | $3,935,231 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,208,869 | OtherCostOrOtherBasisAmt |
| Depreciation | $807,007 | DepreciationAmt |
| Book Value | $26,401,862 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $71,516,191 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MULTI-ASSET FUND | Desc |
| Book Value | $92,437,362 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $92,437,362 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATIONS | Desc |
| Amt | $501,171 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $501,171 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $65,727,107 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,002,945 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $238,294 | OtherRevenueAmt |
| Revenue Not Reported | $4,241,239 | RevenueNotReportedAmt |
| Revenue Subtotal | $61,485,868 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $710,825 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $11,469,611 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,180,436 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $73,666,304 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $53,054,923 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $238,294 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $238,294 | ExpensesNotReportedAmt |
| Expenses Subtotal | $52,816,629 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $710,825 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $11,469,611 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,180,436 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $64,997,065 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | PACKER COLLEGIATE INSTITUTE'S COLLECTION INCLUDES ART AND RARE BOOKS THAT ARE OPEN TO PUBLIC EXHIBITION. THIS COLLECTION IS AVAILABLE FOR SCHOLARLY RESEARCH TO HELP FURTHER EDUCATE CURRENT STUDENTS AND IS PRESERVED FOR FUTURE GENERATIONS. |
| PART V, LINE 4: | INCOME GENERATED FROM ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR GENERAL PURPOSE, SCHOLARSHIPS, FACULTY ENRICHMENT, TECHNOLOGY AND ACADEMIC PROGRAMS. |
| PART X, LINE 2: | PACKER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT PACKER HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. PACKER IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 200,868. SALES EXPENSES REPORTED ON PART VIII, LINE 10B 37,426. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID & TUITION ASSISTANCE NETTED AGAINST REVENUE 11,469,611. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 200,868. SALES EXPENSES REPORTED ON PART VIII, LINE 10B 37,426. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID & TUITION ASSISTANCE NETTED AGAINST REVENUE 11,469,611. |
| PART V, LINE 1A, COLUMN (A): | ADJUSTMENTS WERE MADE TO THE ENDOWMENTS PER THE AUDITED FINANCIAL STATEMENTS DURING THE YEAR ENDED JUNE 30, 2022, WHICH RESULTED IN AN OPENING BALANCE DIFFERENCE IN PART V, COLUMN C. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | A GENERAL STATEMENT OF NON-DISCRIMINATION IS PUBLISHED IN ALL ADVERTISEMENTS, NEWSPAPERS, AND OTHER PRINTED MEDIA IN GENERAL CIRCULATION RELATING TO THE RECRUITMENT OF STUDENTS AND EMPLOYEES. THE SCHOOL ALSO POSTS ITS NONDISCRIMINATORY POLICY ON ITS HOMEPAGE. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVES FEES FROM NEW YORK STATE APPORTIONMENT THAT ARE USED FOR MANDATED SERVICES. THE AID HAS NEVER BEEN REVOKED OR SUSPENDED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PARENT ASSOC BENEFIT | Event1Nm |
| Gross Receipts Event1 | $221,476 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $103,966 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $117,510 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $95,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,611 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,730 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,036 | OtherDirectExpensesEvent1Amt |
| Event2 | PUMPKIN PATCH PARTY | Event2Nm |
| Gross Receipts Event2 | $75,964 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $16,817 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $59,147 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,649 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $17,529 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $32,970 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $14,959 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $14,959 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $6,844 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $8,499 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $312,399 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $120,783 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $191,616 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $101,844 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $15,260 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $24,259 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $59,505 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $200,868 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9,252 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID/TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 270 | RecipientCnt |
| Cash Grant | $11,469,611 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FAMILIES IN NEED OF FINANCIAL AID ARE REQUIRED TO SUBMIT A FINANCIAL AID APPLICATION EVERY YEAR TO CLARITY. THE APPLICATION CONSISTS OF COPIES OF THE PARENT(S) MOST RECENT FEDERAL TAX RETURN AND W-2. FINANCIAL GRANTS ARE APPLIED AS A CREDIT ON THE STUDENT'S ACCOUNT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JENNIFER WEYBURN | ||||||||||||||
| HEAD OF SCHOOL | $563,184 | $0 | $50,000 | $0 | $139,449 | $0 | $168,403 | $0 | $184,169 | $0 | $1,105,205 | $0 | $0 | $0 |
| ELIZABETH HASTINGS | ||||||||||||||
| ASSOC. HEAD OF SCHOOL/ACADEMIC DEAN | $272,795 | $0 | $0 | $0 | $23,178 | $0 | $20,671 | $0 | $14,606 | $0 | $331,250 | $0 | $0 | $0 |
| MARIA NUNES | ||||||||||||||
| UPPER SCHOOL DIVISION HEAD | $236,911 | $0 | $0 | $0 | $1,254 | $0 | $18,792 | $0 | $49,447 | $0 | $306,404 | $0 | $0 | $0 |
| ELIZABETH H WINTER | ||||||||||||||
| FORMER CHIEF FIN. OFFICER | $259,675 | $0 | $0 | $0 | $13,543 | $0 | $15,250 | $0 | $8,748 | $0 | $297,216 | $0 | $0 | $0 |
| SHEILA BOGAN | ||||||||||||||
| DIR. OF ENROLLMENT AND FINANCIAL AID | $247,950 | $0 | $0 | $0 | $356 | $0 | $17,346 | $0 | $14,544 | $0 | $280,196 | $0 | $0 | $0 |
| ANITA FORTUNE | ||||||||||||||
| COLLEGE COUNSELOR | $198,851 | $0 | $0 | $0 | $1,251 | $0 | $27,648 | $0 | $49,173 | $0 | $276,923 | $0 | $0 | $0 |
| LISA SHAMBAUGH | ||||||||||||||
| COLLEGE COUNSELOR | $229,365 | $0 | $0 | $0 | $1,132 | $0 | $27,648 | $0 | $15,700 | $0 | $273,845 | $0 | $0 | $0 |
| YVES-ERIC KABORE | ||||||||||||||
| MIDDLE SCHOOL DIVISION HEAD | $217,476 | $0 | $0 | $0 | $282 | $0 | $9,416 | $0 | $39,489 | $0 | $266,663 | $0 | $0 | $0 |
| MATTHEW ANNENBERG | ||||||||||||||
| CHIEF FINANCIAL & OPER OFFICER | $207,853 | $0 | $0 | $0 | $23,403 | $0 | $0 | $0 | $28,336 | $0 | $259,592 | $0 | $0 | $0 |
| ROMINA ROS | ||||||||||||||
| CONTROLLER | $198,329 | $0 | $0 | $0 | $22,812 | $0 | $22,235 | $0 | $15,920 | $0 | $259,296 | $0 | $0 | $0 |
| JAMES ANDERSON | ||||||||||||||
| CHIEF INFORMATION OFFICER | $174,009 | $0 | $0 | $0 | $23,891 | $0 | $15,315 | $0 | $44,308 | $0 | $257,523 | $0 | $0 | $0 |
| JAMES DOLAN | ||||||||||||||
| DIRECTOR OF FACILITIES | $183,157 | $0 | $0 | $0 | $1,387 | $0 | $26,408 | $0 | $46,075 | $0 | $257,027 | $0 | $0 | $0 |
| DENISE COLEMAN | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCES | $173,976 | $0 | $0 | $0 | $23,810 | $0 | $15,430 | $0 | $35,804 | $0 | $249,020 | $0 | $0 | $0 |
| ZOE HILLMAN | ||||||||||||||
| PRESCHOOL/LOWER SCHOOL DIVISION HEAD | $227,151 | $0 | $0 | $0 | $6,856 | $0 | $8,201 | $0 | $1,463 | $0 | $243,671 | $0 | $0 | $0 |
| ANDREA KELLY | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $155,702 | $0 | $50,000 | $0 | $11,974 | $0 | $11,550 | $0 | $10,679 | $0 | $239,905 | $0 | $0 | $0 |
| DAVID SASSCER | ||||||||||||||
| DIRECTOR OF CAMPUS OPERATIONS | $177,473 | $0 | $0 | $0 | $609 | $0 | $0 | $0 | $38,679 | $0 | $216,761 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING, IN THE AMOUNT OF $138,000, AS WELL AS PERSONAL SERVICES FOR THE MAINTENANCE OF THE PROPERTY, ARE PROVIDED AS NON-TAXABLE BENEFITS FOR THE HEAD OF SCHOOL AS A CONDITION OF EMPLOYMENT AND THE CONVENIENCE OF THE EMPLOYER. |
| PART I, LINE 4B | THE HEAD OF SCHOOL PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT 457(F) PLAN. DURING FY 23-24, PACKER CONTRIBUTED $146,178 TO THE HEAD OF SCHOOL'S 457(F) PLAN. |
| PART I, LINE 7 | INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2023, WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUILD NYC RESOURCE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 454040561 | BondIssuerEIN |
| CUSIP | 12008EHG4 | CUSIPNum |
| Bond Issued | 2015-04-07 | BondIssuedDt |
| Issue Price | $24,050,466 | IssuePriceAmt |
| Purpose | REFUND BONDS ISSUED 6/19/2002 AND FINANCE SCHOOL FACILITIES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,895,000 | RetiredAmt |
| Total Proceeds | $24,050,466 | TotalProceedsAmt |
| Capitalized Interest | $2,306,173 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $411,563 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $128,782 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $19,079,539 | CapitalExpendituresAmt |
| Other Spent Proceeds | $2,124,409 | OtherSpentProceedsAmt |
| Substantial Completion | 2019 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $162,191 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | SEE PART V | AssistancePurposeTxt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART III | (E) PURPOSE OF ASSISTANCENEED-BASED TUITION ASSISTANCE |
| GRANTS OR OTHER ASSISTANCE BENEFITTING INTERESTED PERSONS | JUST LIKE OTHER PACKER FAMILIES, KEY EMPLOYEES MUST SUBMIT A FINANCIAL AID APPLICATION EACH YEAR IN ORDER TO BE CONSIDERED FOR FINANCIAL AID OR TUITION ASSISTANCE. FINANCIAL AID IS NOT TUITION REMISSION. FINANCIAL AID IS AWARDED ONLY IF THE FAMILY QUALIFIES FOR AID. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $37,210 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $11,351 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $270,594 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,225 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 100 | $61,324 | COST |
| Yes (X) | EVENT TICKETS | 31 | $48,883 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE INSTITUTE HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED BY MANAGEMENT. ONCE THE MANAGEMENT TEAM HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. AFTER THE FILING OF THE FORM 990, AN ELECTRONIC COPY OF THE FORM 990 WITH THE SCHEDULE B REDACTED IS PROVIDED TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES MUST REPORT, IN WRITING, ANY CONFLICTS WHICH CURRENTLY EXIST OR ARISE DURING THE YEAR, AND THE SIGNED STATEMENTS ARE KEPT ON FILE IN THE OFFICE OF THE CHIEF FINANCIAL OFFICER. SUCH CONFLICTS WILL BE DISCLOSED BY THE CHAIR OF THE BOARD AT THE NEXT FULL BOARD MEETING. THE FULL BOARD WILL DETERMINE IF THE INDIVIDUAL MUST RECUSE THEMSELVES FROM ANY DISCUSSION OR VOTE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY YEAR, THE CHIEF FINANCIAL OFFICER GATHERS COMPARABLE DATA FROM PACKER'S PEER GROUPS, INCLUDING OTHER ORGANIZATIONS' FORM 990, THROUGH NAIS SURVEY AND REPORTS FROM GUILD OF NEW YORK SCHOOLS. THE DATA IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW. THE BOARD MEMBERS DISCUSS THE DATA TO DETERMINE THE HEAD OF SCHOOL'S COMPENSATION AND COMPENSATION FOR ALL STAFF AND FACULTY. PERIODICALLY, AS DETERMINED BY THE BOARD, A COMPENSATION CONSULTANT IS RETAINED TO COMPLETE A REVIEW OF THE HEAD OF SCHOOL'S COMPENSATION. THE CHIEF FINANCIAL OFFICER MAINTAINS RECORDS OF DATA GATHERED FROM ALL COMPENSATION SURVEYS. MINUTES OF THE COMPENSATION COMMITTEE AND BOARD MEETINGS ARE KEPT ON FILE. THIS PROCESS WAS LAST COMPLETED IN FEBRUARY 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE FORM IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |