2025-05-14T07:54:39-05:00 2024-06-30 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2023-07-01 131837409 THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK BUCK 2125358787 113 EAST 73RD STREET NEW YORK NY 10021 COREY DURNEY CFO CFO 2125358787 2025-05-13 1 1 WILLIAM EPSTEIN P01307171 2129498700 2023 2025-03-06 01:10:19Z GREG O'MELIA 113 EAST 73RD STREET NEW YORK NY 10021 41086538 0 X BUCKLEYSCHOOL.ORG X 1913 NY SEE SCHEDULE O 24 24 140 200 -139065 0 3945747 4667742 20444711 22361319 1521906 3967134 -356832 -139065 25555532 30857130 1683000 1680310 0 0 16398253 17119325 0 0 1334954 8398092 9013764 26479345 27813399 -923813 3043731 116052233 123881355 14564677 13707548 101487556 110173807 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. 0 0 20566845 1680310 22361319 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. 20566845 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 99 0 140 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X COREY DURNEY CFO 2125358787 113 EAST 73RD STREET NEW YORK NY 10021 NICHOLAS W ACQUAVELLA VICE PRESIDENT 2.00 X X 0 0 0 GREGORY FOWLKES PRESIDENT 4.00 X X 0 0 0 GREGORY PALM SECRETARY 2.00 X X 0 0 0 DOUGLAS SNYDER TREASURER 2.00 X X 0 0 0 JUSTIN D ABELOW TRUSTEE 1.00 X 0 0 0 KRISTIN FISHER ALLEN TRUSTEE 1.00 X 0 0 0 JEANINE BORTHWICK TRUSTEE 1.00 X 0 0 0 LEA CARPENTER TRUSTEE 1.00 X 0 0 0 LOUISE CARROLL TRUSTEE 1.00 X 0 0 0 BRYAN CHO TRUSTEE 1.00 X 0 0 0 ERNESTO CRUZ TRUSTEE 1.00 X 0 0 0 ANSON FRELINGHUYSEN TRUSTEE 1.00 X 0 0 0 JOHN GRIFFIN TRUSTEE 1.00 X 0 0 0 BHAVNA KATKAR TRUSTEE 1.00 X 0 0 0 GERRITY LANSING TRUSTEE 1.00 X 0 0 0 SANDRA LAWSON TRUSTEE 1.00 X 0 0 0 ANDREAS LAZAR TRUSTEE 1.00 X 0 0 0 ROBERT LEVY TRUSTEE 1.00 X 0 0 0 HAMPTON LYNCH TRUSTEE THROUGH 11/7/2023 1.00 X 0 0 0 WILLIAM VN PHILIP TRUSTEE 1.00 X 0 0 0 CARLOS RODRIGUEZ-PASTOR TRUSTEE 1.00 X 0 0 0 ADAM ROSENBLUTH TRUSTEE 1.00 X 0 0 0 AMANDA WALDRON TRUSTEE 1.00 X 0 0 0 RICHARD WAYNER TRUSTEE 1.00 X 0 0 0 MICHAEL WEISSMAN TRUSTEE 1.00 X 0 0 0 GREGORY O'MELIA HEAD OF SCHOOL 40.00 X 1765076 0 232745 COREY DURNEY CHIEF FINANCIAL OFFICER 40.00 X 312270 0 51175 JULIE KING ASSISTANT HEAD OF SCHOOL 40.00 X 261975 0 45701 TARA JOHNSON DIRECTOR OF DEVELOPMENT 40.00 X 250486 0 31680 FAITH HUNTER DIRECTOR OF LOWER SCHOOL 40.00 X 216893 0 63645 PETE SIMPSON DIRECTOR OF UPPER SCHOOL 40.00 X 211000 0 38735 DOROTHY MCCARTNEY DIR OF STUDENT SUPPORT 40.00 X 205925 0 49830 CARMINE GIOVINO DIRECTOR OF ATHLETICS 40.00 X 200750 0 20661 DIANNE STEWART-GARRETT TEACHER 40.00 X 198713 0 20600 CAROLINE BERRY TEACHER 40.00 X 197440 0 49524 THOMAS BRODERICK PHYSED AND ASSOC ATHLETIC DIR 40.00 X 182163 0 45620 4002691 0 649916 47 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE TIMONIUM MD 21093 CAFETERIA DINING 930374 ALLIANCE SECURITY 318 WEST 39TH ST 7TH FLOOR NEW YORK NY 10018 SECURITY 590004 MG SECURITY SERVICES LLC 7 WEST 36TH STREET 12TH FLOOR NEW YORK NY 10018 SECURITY 415651 BELKIN BURDEN GOLDMAN LLP 60 EAST 42ND STREET - 16 FL NEW YORK NY 10165 LEGAL 251517 ACADEMY BUS 111 PATERSON AVE HOBOKEN NJ 07030 TRANSPORT SERVICES 224855 12 510866 285019 3871857 363185 4667742 TUITION AND FEES 611710 21411000 21411000 AUXILIARY PROGRAMS 611710 787102 787102 FORFEITED TUITION 611710 90500 90500 OTHER 611710 34936 34936 BOOK FAIR 611710 23381 23381 14400 14400 22361319 1283247 1283247 12800869 10116982 2683887 2683887 2683887 112426 510866 112426 0 PASS THRU K-1 LOSS 525990 -139065 -139065 -139065 30857130 22361319 -139065 3967134 1680310 1680310 1956400 1002280 697120 257000 10682363 8059315 2323200 299848 1153588 827086 275676 50826 2446046 1753739 584537 107770 880928 631597 210518 38813 102446 1500 100946 271041 271041 92644 92644 517491 517491 608695 213622 70026 325047 287755 181275 81006 25474 18190 10287 5143 2760 94762 94762 128805 103044 19321 6440 1787019 1429615 268053 89351 286108 228887 42916 14305 PLANT AND UTILITIES 2346412 1877130 351962 117320 BOOKS AND INSTRUCTIONAL 1469487 1469487 FOOD SERVICE AND LUNCH 1002909 1002909 27813399 20566845 5911600 1334954 6031363 4486757 22561265 25543207 586673 534155 35652 51602 180325 239008 94336536 69728836 26172908 24607700 24552025 26029775 35932022 42389151 116052233 123881355 1003557 785525 4658466 5229066 7357165 6917931 1545489 775026 14564677 13707548 X 99008301 107639334 2479255 2534473 101487556 110173807 116052233 123881355 X 3043731 5673605 -31085 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 963994 244960 -66405 1142549 964330 69532 -69868 963994 2055933 -1017492 74111 964330 1171832 941450 57349 2055933 1218932 5034 52134 1171832 0.40610 0.59390 0 0 3530912 3530912 85249708 64629839 20619869 5555916 5098997 456919 24607700 LIMITED PARTNERSHIPS 42389151 F 42389151 DEFERRED COMPENSATION 775026 775026 X 34332934 5673605 5673605 28659329 517491 1680310 2197801 30857130 25646683 31085 31085 25615598 517491 1680310 2197801 27813399 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 4234435 0 0 0 0 0 0 4234435 0 4234435 0 0 0 0 0 0 PART I, LINE 3: 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. GALA 623292 510866 112426 24342 88084 623292 510866 112426 24342 88084 112426 0 0 STUDENT SCHOLARSHIPS 39 1680310 FMV TUITION REDUCTION SCHEDULE I, PART I, LINE 2 SCHOLARSHIPS ARE PROVIDED TO ELIGIBLE STUDENTS IN THE FORM OF TUITION REDUCTIONS AND ARE AWARDED BASED ON DEMONSTRATED NEED. X X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 GREGORY O'MELIA HEAD OF SCHOOL 763201 0 0 0 1001875 0 191959 0 40786 0 1997821 0 1001875 0 COREY DURNEY CHIEF FINANCIAL OFFICER 312270 0 0 0 0 0 31500 0 19675 0 363445 0 0 0 JULIE KING ASSISTANT HEAD OF SCHOOL 261975 0 0 0 0 0 26140 0 19561 0 307676 0 0 0 TARA JOHNSON DIRECTOR OF DEVELOPMENT 250486 0 0 0 0 0 30132 0 1548 0 282166 0 0 0 FAITH HUNTER DIRECTOR OF LOWER SCHOOL 216893 0 0 0 0 0 23065 0 40580 0 280538 0 0 0 DOROTHY MCCARTNEY DIR OF STUDENT SUPPORT 205925 0 0 0 0 0 30443 0 19387 0 255755 0 0 0 PETE SIMPSON DIRECTOR OF UPPER SCHOOL 211000 0 0 0 0 0 21015 0 17720 0 249735 0 0 0 CAROLINE BERRY TEACHER 197440 0 0 0 0 0 30143 0 19381 0 246964 0 0 0 THOMAS BRODERICK PHYSED AND ASSOC ATHLETIC DIR 182163 0 0 0 0 0 26318 0 19302 0 227783 0 0 0 CARMINE GIOVINO DIRECTOR OF ATHLETICS 200750 0 0 0 0 0 19990 0 671 0 221411 0 0 0 DIANNE STEWART-GARRETT TEACHER 198713 0 0 0 0 0 19320 0 1280 0 219313 0 0 0 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. X 44 363185 FMV PUBLISHED QUOTES 0 1 1 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. 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.