BUCKLEY SCHOOL IN THE CITY OF NEW YORK: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BUCKLEY SCHOOL IN THE CITY OF NEW YORK (EIN 13-1837409)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202511349349301936
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T07:54:39-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 131837409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BUCKLEY SCHOOL IN THE CITY OF NEW | BusinessNameLine1Txt |
| Business Name Line2 | YORK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 2125358787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 EAST 73RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COREY DURNEY CFO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2125358787 | PhoneNum |
| Signature | 2025-05-13 | 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 | WILLIAM EPSTEIN | PreparerPersonNm |
| PTIN | P01307171 | PTIN |
| Phone | 2129498700 | PhoneNum |
| 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 | GREG O'MELIA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 EAST 73RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,086,538 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BUCKLEYSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1913 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 140 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | -$139,065 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,945,747 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,667,742 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,444,711 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,361,319 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,521,906 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,967,134 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$356,832 | PYOtherRevenueAmt |
| CY Other Revenue | -$139,065 | CYOtherRevenueAmt |
| PY Total Revenue | $25,555,532 | PYTotalRevenueAmt |
| CY Total Revenue | $30,857,130 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,683,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,680,310 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,398,253 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,119,325 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,334,954 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,398,092 | PYOtherExpensesAmt |
| CY Other Expenses | $9,013,764 | CYOtherExpensesAmt |
| PY Total Expenses | $26,479,345 | PYTotalExpensesAmt |
| CY Total Expenses | $27,813,399 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$923,813 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,043,731 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $116,052,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,881,355 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,564,677 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,707,548 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $101,487,556 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,173,807 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE GOALS OF THE SCHOOL ARE THAT EVERY BOY LEARN FUNDAMENTAL SKILLS, GAIN CONFIDENCE THROUGH DISCIPLINED THOUGHT AND ACTIONS, DEVELOP PERSONAL INTEGRITY AND RESPECT FOR OTHERS, AND DISCOVER THE JOY OF LEARNING AND THE SATISFACTION OF PURSUING EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,566,845 | ExpenseAmt |
| Grant | $1,680,310 | GrantAmt |
| Revenue | $22,361,319 | RevenueAmt |
| Desc | THE SCHOOL PROVIDED EDUCATION TO 346 BOYS IN GRADES KINDERGARTEN TO NINTH AND CONTINUED TO FULFILL ITS CORE MISSION OF DEVELOPING FUNDAMENTAL SKILLS, INTEGRITY, RESPECT AND THE JOY OF LEARNING AND SATISFYING THE PURSUIT OF EXCELLENCE. | Desc |
| Total Program Service Expenses | $20,566,845 | 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 | 0 | 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 | Yes (1) | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | 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 | 0 | 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 | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 140 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COREY DURNEY CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125358787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 EAST 73RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS W ACQUAVELLA | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREGORY FOWLKES | ||||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREGORY PALM | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS SNYDER | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN D ABELOW | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTIN FISHER ALLEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANINE BORTHWICK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEA CARPENTER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE CARROLL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRYAN CHO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERNESTO CRUZ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANSON FRELINGHUYSEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN GRIFFIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BHAVNA KATKAR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERRITY LANSING | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA LAWSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREAS LAZAR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT LEVY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HAMPTON LYNCH | ||||||||
| TRUSTEE THROUGH 11/7/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM VN PHILIP | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLOS RODRIGUEZ-PASTOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM ROSENBLUTH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMANDA WALDRON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD WAYNER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL WEISSMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY O'MELIA | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $1,765,076 | $0 | $232,745 | |||
| COREY DURNEY | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $312,270 | $0 | $51,175 | |||
| JULIE KING | ||||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | $261,975 | $0 | $45,701 | Yes (X) | |||
| TARA JOHNSON | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $250,486 | $0 | $31,680 | Yes (X) | |||
| FAITH HUNTER | ||||||||
| DIRECTOR OF LOWER SCHOOL | 40.00 | $216,893 | $0 | $63,645 | Yes (X) | |||
| PETE SIMPSON | ||||||||
| DIRECTOR OF UPPER SCHOOL | 40.00 | $211,000 | $0 | $38,735 | Yes (X) | |||
| DOROTHY MCCARTNEY | ||||||||
| DIR OF STUDENT SUPPORT | 40.00 | $205,925 | $0 | $49,830 | Yes (X) | |||
| CARMINE GIOVINO | ||||||||
| DIRECTOR OF ATHLETICS | 40.00 | $200,750 | $0 | $20,661 | Yes (X) | |||
| DIANNE STEWART-GARRETT | ||||||||
| TEACHER | 40.00 | $198,713 | $0 | $20,600 | Yes (X) | |||
| CAROLINE BERRY | ||||||||
| TEACHER | 40.00 | $197,440 | $0 | $49,524 | Yes (X) | |||
| THOMAS BRODERICK | ||||||||
| PHYSED AND ASSOC ATHLETIC DIR | 40.00 | $182,163 | $0 | $45,620 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,002,691 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $649,916 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 47 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| SAGE DINING SERVICES INC | |||||
| 1402 YORK ROAD | LUTHERVILLE TIMONIUM | MD | 21093 | CAFETERIA DINING | $930,374 |
| ALLIANCE SECURITY | |||||
| 318 WEST 39TH ST 7TH FLOOR | NEW YORK | NY | 10018 | SECURITY | $590,004 |
| MG SECURITY SERVICES LLC | |||||
| 7 WEST 36TH STREET 12TH FLOOR | NEW YORK | NY | 10018 | SECURITY | $415,651 |
| BELKIN BURDEN GOLDMAN LLP | |||||
| 60 EAST 42ND STREET - 16 FL | NEW YORK | NY | 10165 | LEGAL | $251,517 |
| ACADEMY BUS | |||||
| 111 PATERSON AVE | HOBOKEN | NJ | 07030 | TRANSPORT SERVICES | $224,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $510,866 | FundraisingAmt |
| Government Grants | $285,019 | GovernmentGrantsAmt |
| All Other Contributions | $3,871,857 | AllOtherContributionsAmt |
| Noncash Contributions | $363,185 | NoncashContributionsAmt |
| Total Contributions | $4,667,742 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $21,411,000 | $21,411,000 |
| AUXILIARY PROGRAMS | 611710 | $787,102 | $787,102 |
| FORFEITED TUITION | 611710 | $90,500 | $90,500 |
| OTHER | 611710 | $34,936 | $34,936 |
| BOOK FAIR | 611710 | $23,381 | $23,381 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,400 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,361,319 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,283,247 | TotalRevenueColumnAmt |
| Exclusion | $1,283,247 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,800,869 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,116,982 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,683,887 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,683,887 | TotalRevenueColumnAmt |
| Exclusion | $2,683,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $112,426 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $510,866 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $112,426 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS THRU K-1 LOSS | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | -$139,065 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$139,065 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$139,065 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,857,130 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,361,319 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$139,065 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,967,134 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,680,310 | TotalAmt |
| Program Services | $1,680,310 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,956,400 | TotalAmt |
| Program Services | $1,002,280 | ProgramServicesAmt |
| Management And General | $697,120 | ManagementAndGeneralAmt |
| Fundraising | $257,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,682,363 | TotalAmt |
| Program Services | $8,059,315 | ProgramServicesAmt |
| Management And General | $2,323,200 | ManagementAndGeneralAmt |
| Fundraising | $299,848 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,153,588 | TotalAmt |
| Program Services | $827,086 | ProgramServicesAmt |
| Management And General | $275,676 | ManagementAndGeneralAmt |
| Fundraising | $50,826 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,446,046 | TotalAmt |
| Program Services | $1,753,739 | ProgramServicesAmt |
| Management And General | $584,537 | ManagementAndGeneralAmt |
| Fundraising | $107,770 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $880,928 | TotalAmt |
| Program Services | $631,597 | ProgramServicesAmt |
| Management And General | $210,518 | ManagementAndGeneralAmt |
| Fundraising | $38,813 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,446 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
| Management And General | $100,946 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,041 | TotalAmt |
| Management And General | $271,041 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,644 | TotalAmt |
| Management And General | $92,644 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,491 | TotalAmt |
| Management And General | $517,491 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,695 | TotalAmt |
| Program Services | $213,622 | ProgramServicesAmt |
| Management And General | $70,026 | ManagementAndGeneralAmt |
| Fundraising | $325,047 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,755 | TotalAmt |
| Program Services | $181,275 | ProgramServicesAmt |
| Management And General | $81,006 | ManagementAndGeneralAmt |
| Fundraising | $25,474 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,190 | TotalAmt |
| Program Services | $10,287 | ProgramServicesAmt |
| Management And General | $5,143 | ManagementAndGeneralAmt |
| Fundraising | $2,760 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,762 | TotalAmt |
| Program Services | $94,762 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,805 | TotalAmt |
| Program Services | $103,044 | ProgramServicesAmt |
| Management And General | $19,321 | ManagementAndGeneralAmt |
| Fundraising | $6,440 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,787,019 | TotalAmt |
| Program Services | $1,429,615 | ProgramServicesAmt |
| Management And General | $268,053 | ManagementAndGeneralAmt |
| Fundraising | $89,351 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,108 | TotalAmt |
| Program Services | $228,887 | ProgramServicesAmt |
| Management And General | $42,916 | ManagementAndGeneralAmt |
| Fundraising | $14,305 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PLANT AND UTILITIES | $2,346,412 | $1,877,130 | $351,962 | $117,320 |
| BOOKS AND INSTRUCTIONAL | $1,469,487 | $1,469,487 | ||
| FOOD SERVICE AND LUNCH | $1,002,909 | $1,002,909 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,813,399 | TotalAmt |
| Program Services | $20,566,845 | ProgramServicesAmt |
| Management And General | $5,911,600 | ManagementAndGeneralAmt |
| Fundraising | $1,334,954 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,031,363 | BOYAmt |
| EOY | $4,486,757 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,561,265 | BOYAmt |
| EOY | $25,543,207 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,673 | BOYAmt |
| EOY | $534,155 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,652 | BOYAmt |
| EOY | $51,602 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,325 | BOYAmt |
| EOY | $239,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $94,336,536 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,728,836 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,172,908 | BOYAmt |
| EOY | $24,607,700 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,552,025 | BOYAmt |
| EOY | $26,029,775 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,932,022 | BOYAmt |
| EOY | $42,389,151 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,052,233 | BOYAmt |
| EOY | $123,881,355 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,003,557 | BOYAmt |
| EOY | $785,525 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,658,466 | BOYAmt |
| EOY | $5,229,066 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,357,165 | BOYAmt |
| EOY | $6,917,931 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,545,489 | BOYAmt |
| EOY | $775,026 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,564,677 | BOYAmt |
| EOY | $13,707,548 | 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 | $99,008,301 | BOYAmt |
| EOY | $107,639,334 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,479,255 | BOYAmt |
| EOY | $2,534,473 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,487,556 | BOYAmt |
| EOY | $110,173,807 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,052,233 | BOYAmt |
| EOY | $123,881,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,043,731 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,673,605 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$31,085 | OtherChangesInNetAssetsAmt |
| 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $963,994 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $244,960 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$66,405 | OtherExpendituresAmt |
| End Year Balance | $1,142,549 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $964,330 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $69,532 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$69,868 | OtherExpendituresAmt |
| End Year Balance | $963,994 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,055,933 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,017,492 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $74,111 | OtherExpendituresAmt |
| End Year Balance | $964,330 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,171,832 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $941,450 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $57,349 | OtherExpendituresAmt |
| End Year Balance | $2,055,933 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,218,932 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,034 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,134 | OtherExpendituresAmt |
| End Year Balance | $1,171,832 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.40610 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.59390 | 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 | $3,530,912 | OtherCostOrOtherBasisAmt |
| Book Value | $3,530,912 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,249,708 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,629,839 | DepreciationAmt |
| Book Value | $20,619,869 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,555,916 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,098,997 | DepreciationAmt |
| Book Value | $456,919 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,607,700 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $42,389,151 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $42,389,151 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $775,026 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $775,026 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,332,934 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,673,605 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,673,605 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,659,329 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $517,491 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,680,310 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,197,801 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,857,130 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,646,683 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $31,085 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $31,085 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,615,598 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $517,491 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,680,310 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,197,801 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,813,399 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USE OF ENDOWMENT FUNDS: THE SCHOOL'S ENDOWMENT CONSISTS OF THREE INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, DESIGNATED BY DONORS TO BE PERPETUAL IN NATURE ENDOWMENT FUNDS. |
| PART X, LINE 2: | THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (THE "FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. ALTHOUGH THE SCHOOL IS SUBJECT TO TAXES ON CERTAIN INVESTMENT INCOME AND RENTAL INCOME ACTIVITIES, DUE TO ITS GENERAL NOT-FOR-PROFIT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT ANTICIPATED TO HAVE, A MATERIAL IMPACT ON THE SCHOOL'S FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,680,310. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON UNCOLLECTIBLE AMOUNTS 31,085. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,680,310. |
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 | THE SCHOOL ADVERTISES THROUGH ISAAGNY (INDEPENDENT SCHOOLS ADMISSIONS ASSOCIATION OF GREATER NEW YORK) WHICH PLACES ADS CONTAINING A NONDISCRIMINATORY STATEMENT IN LOCAL NEWSPAPERS. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVED FUNDS FROM THE NEW YORK STATE DEPARTMENT OF EDUCATION FOR MANDATED SERVICES, SPECIFICALLY FOR ITS DAILY ATTENDANCE REPORTING. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $4,234,435 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,234,435 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,234,435 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL MAINTAINS INVESTMENTS IN FOREIGN PARTNERSHIPS SUCH AS CENTRAL AMERICA/CARIBBEAN. AMOUNTS REPORTED IN COLUMN (F) ARE ON THE ACCRUAL BASIS. ALL RELATED FILINGS FOR THESE INVESTMENTS ARE COMPLETED AND FILED ON A TIMELY BASIS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $623,292 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $510,866 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $112,426 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $24,342 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $88,084 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $623,292 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $510,866 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $112,426 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $24,342 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $88,084 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $112,426 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 39 | RecipientCnt |
| Non Cash Assistance | $1,680,310 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION REDUCTION | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE PROVIDED TO ELIGIBLE STUDENTS IN THE FORM OF TUITION REDUCTIONS AND ARE AWARDED BASED ON DEMONSTRATED NEED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGORY O'MELIA | ||||||||||||||
| HEAD OF SCHOOL | $763,201 | $0 | $0 | $0 | $1,001,875 | $0 | $191,959 | $0 | $40,786 | $0 | $1,997,821 | $0 | $1,001,875 | $0 |
| COREY DURNEY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $312,270 | $0 | $0 | $0 | $0 | $0 | $31,500 | $0 | $19,675 | $0 | $363,445 | $0 | $0 | $0 |
| JULIE KING | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $261,975 | $0 | $0 | $0 | $0 | $0 | $26,140 | $0 | $19,561 | $0 | $307,676 | $0 | $0 | $0 |
| TARA JOHNSON | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $250,486 | $0 | $0 | $0 | $0 | $0 | $30,132 | $0 | $1,548 | $0 | $282,166 | $0 | $0 | $0 |
| FAITH HUNTER | ||||||||||||||
| DIRECTOR OF LOWER SCHOOL | $216,893 | $0 | $0 | $0 | $0 | $0 | $23,065 | $0 | $40,580 | $0 | $280,538 | $0 | $0 | $0 |
| DOROTHY MCCARTNEY | ||||||||||||||
| DIR OF STUDENT SUPPORT | $205,925 | $0 | $0 | $0 | $0 | $0 | $30,443 | $0 | $19,387 | $0 | $255,755 | $0 | $0 | $0 |
| PETE SIMPSON | ||||||||||||||
| DIRECTOR OF UPPER SCHOOL | $211,000 | $0 | $0 | $0 | $0 | $0 | $21,015 | $0 | $17,720 | $0 | $249,735 | $0 | $0 | $0 |
| CAROLINE BERRY | ||||||||||||||
| TEACHER | $197,440 | $0 | $0 | $0 | $0 | $0 | $30,143 | $0 | $19,381 | $0 | $246,964 | $0 | $0 | $0 |
| THOMAS BRODERICK | ||||||||||||||
| PHYSED AND ASSOC ATHLETIC DIR | $182,163 | $0 | $0 | $0 | $0 | $0 | $26,318 | $0 | $19,302 | $0 | $227,783 | $0 | $0 | $0 |
| CARMINE GIOVINO | ||||||||||||||
| DIRECTOR OF ATHLETICS | $200,750 | $0 | $0 | $0 | $0 | $0 | $19,990 | $0 | $671 | $0 | $221,411 | $0 | $0 | $0 |
| DIANNE STEWART-GARRETT | ||||||||||||||
| TEACHER | $198,713 | $0 | $0 | $0 | $0 | $0 | $19,320 | $0 | $1,280 | $0 | $219,313 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | IT IS A CONDITION OF THE HEAD OF SCHOOL'S EMPLOYMENT TO RESIDE IN AN APARTMENT OWNED BY THE SCHOOL OR IN ANY SUCH APARTMENT IN CLOSE PROXIMITY TO THE SCHOOL IN ORDER FOR HIM TO FULFILL HIS RESPONSIBILITIES AS HEAD OF SCHOOL AND TO BE AVAILABLE TO ALL CONSTITUENCIES OF THE SCHOOL ON A TIMELY BASIS WHENEVER REQUIRED. |
| PART I, LINE 4B | THE SCHOOL CONTRIBUTES TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FOR THE HEAD OF SCHOOL. TOTAL CONTRIBUTIONS TO THIS PLAN FOR CALENDAR YEAR 2023 WERE $140,068. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 44 | ContributionCnt |
| Noncash Contributions Rpt F990 | $363,185 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV PUBLISHED QUOTES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | BASED ON THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | THE SCHOOL USES AN INDEPENDENT FINANCIAL ADVISOR TO SELL DONATED SECURITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | THE GOALS OF THE SCHOOL ARE THAT EVERY BOY LEARN FUNDAMENTAL SKILLS, GAIN CONFIDENCE THROUGH DISCIPLINED THOUGHT AND ACTIONS, DEVELOP PERSONAL INTEGRITY AND RESPECT FOR OTHERS, AND DISCOVER THE JOY OF LEARNING AND THE SATISFACTION OF PURSUING EXCELLENCE. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990: THE CHIEF FINANCIAL OFFICER REVIEWS THE FORM 990 AND ALL SCHEDULES AND ATTACHMENTS TO VERIFY ACCURACY. IF THERE ARE ANY QUESTIONS, COMMENTS AND/OR EDITS, HE CONFERS WITH THE TAX PREPARER TO DISCUSS THE ITEMS. PRIOR TO SUBMISSION, THE CHIEF FINANCIAL OFFICER SHARES THE RETURN WITH THE BOARD OF TRUSTEES AND DISCUSSES THE FORM WITH THE SCHOOL'S HEAD OF SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE POLICY: THE SCHOOL HAS A FORMAL WRITTEN CONFLICT-OF-INTEREST POLICY. ANNUALLY, ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | DETERMINATION OF COMPENSATION: THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHO USE COMPARABLE DATA AND OTHER METRICS TO SET THE COMPENSATION. THE BOARD APPROVES A GENERAL PERCENTAGE SALARY INCREASE FOR OTHER KEY EMPLOYEES AND ALL OTHER EMPLOYEES. THE HEADMASTER, WITH THE INPUT OF OTHER MEMBERS OF THE ADMINISTRATIVE TEAM, THEN USE COMPARABLE DATA IN ORDER TO ALLOCATE THE AVAILABLE FUNDS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE SCHOOL MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT-OF-INTEREST POLICY ARE DISTRIBUTED INTERNALLY AND ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | LOSS ON UNCOLLECTIBLE AMOUNTS -31,085. |