KING SCHOOL INCORPORATED: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KING SCHOOL INCORPORATED (EIN 06-1229222)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202541359349300529
- 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 K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T08:58:34-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | 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 | 061229222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KING SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KING | BusinessNameControlTxt |
| Phone | 2033223496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NEWFIELD AVENUE | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN SCHAFER | PersonNm |
| Person Title | CHIEF FIN. & OPERATIONS OFFICER | PersonTitleTxt |
| Phone | 2033223496 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN TOSCANO | PreparerPersonNm |
| PTIN | P00358542 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2025-05-05 | 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 | STEPHEN SCHAFER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NEWFIELD AVENUE | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $57,806,255 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KINGSCHOOLCT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | KING SCHOOL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL SERVING THE STAMFORD, CT AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 397 | TotalEmployeeCnt |
| Total Volunteers | 74 | TotalVolunteersCnt |
| Total Gross UBI | $14,214 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,279,832 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,929,992 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $36,345,866 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,368,492 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,161,347 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,169,429 | CYInvestmentIncomeAmt |
| PY Other Revenue | $201,046 | PYOtherRevenueAmt |
| CY Other Revenue | $536,397 | CYOtherRevenueAmt |
| PY Total Revenue | $41,988,091 | PYTotalRevenueAmt |
| CY Total Revenue | $48,004,310 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,685,470 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,926,870 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,845,847 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,508,857 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $845,292 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,558,279 | PYOtherExpensesAmt |
| CY Other Expenses | $14,812,698 | CYOtherExpensesAmt |
| PY Total Expenses | $41,089,596 | PYTotalExpensesAmt |
| CY Total Expenses | $44,248,425 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $898,495 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,755,885 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $115,105,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,220,823 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $40,581,594 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,505,434 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $74,524,381 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $82,715,389 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | KING SCHOOL PREPARES STUDENTS TO THRIVE IN A RAPIDLY CHANGING WORLD. STUDENTS ARE IMMERSED IN AN ENGAGING AND INNOVATIVE CURRICULUM ANCHORED IN AN INQUIRY-BASED APPROACH THAT FOSTERS CURIOSITY, INTELLECTUAL GROWTH, AND CHARACTER DEVELOPMENT. AT KING SCHOOL, INDIVIDUAL ACCOMPLISHMENT COMPLEMENTS A DEEP SENSE OF BELONGING. WE EMBRACE DIVERSITY IN ALL ITS FORMS, NURTURING EVERY STUDENT TO LEARN AND GROW IN A COLLABORATIVE AND SUPPORTIVE COMMUNITY. GUIDED BY DEDICATED EDUCATORS AND A COMMITMENT TO ACADEMIC EXCELLENCE, KING STUDENTS BECOME INVESTED IN THEIR JOURNEY, DEVELOP A LIFELONG LOVE OF LEARNING, AND ARE WELL-EQUIPPED TO SUCCEED IN COLLEGE AND BEYOND. THEY GRADUATE WITH A GLOBAL MINDSET, A STRONG SENSE OF SOCIAL RESPONSIBILITY, AND THE CONFIDENCE TO PURSUE LIVES OF PURPOSE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,476,485 | ExpenseAmt |
| Grant | $4,926,870 | GrantAmt |
| Revenue | $39,505,652 | RevenueAmt |
| Desc | KING SCHOOL IS A NONPROFIT, INDEPENDENT, COEDUCATIONAL DAY SCHOOL SERVING MORE THAN 700 STUDENTS IN GRADES PRE-K THROUGH 12. KING PREPARES STUDENTS FOR COLLEGE AND FUTURE LEADERSHIP ROLES IN AN EVOLVING GLOBAL SOCIETY WITH A RIGOROUS STUDENT-CENTERED EDUCATION THAT FOSTERS INTELLECTUAL CURIOSITY, CREATIVITY, AND PERSONAL GROWTH. 100% OF GRADUATING SENIORS MATRICULATED TO COLLEGES AND UNIVERSITIES.THE SCHOOL AWARDED APPROXIMATELY $4.9 MILLION IN FINANCIAL AID TO ENSURE ACCESS TO A QUALITY EDUCATION FOR STUDENTS FROM A RANGE OF SOCIO-ECONOMIC BACKGROUNDS. THE SCHOOL OFFERS MORE THAN 50 STUDENT CLUBS AND ORGANIZATIONS, ENCOURAGING LEADERSHIP, CREATIVITY, AND COMMUNITY ENGAGEMENT. THE SCHOOL'S ARTS AND ATHLETICS PROGRAMS PROVIDE OPPORTUNITIES FOR CREATIVE EXPRESSION AND PHYSICAL DEVELOPMENT, WITH TEAMS COMPETING AT REGIONAL AND STATE LEVELS.KING SCHOOL STUDENTS CONTRIBUTED OVER 300 HOURS OF COMMUNITY SERVICE, SUPPORTING LOCAL, NATIONAL AND INTERNATIONAL NONPROFITS, ENVIRONMENTAL INITIATIVES, AND UNDERSERVED COMMUNITIES. | Desc |
| Total Program Service Expenses | $31,476,485 | 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 | 0 | 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 | Yes (1) | 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 | 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 | 98 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 397 | 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 | 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 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN SCHAFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033223496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NEWFIELD AVENUE | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MI-SUN FREEMAN | |||||||
| BOARD CHAIR | 25.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERIC GERSTER | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER RESNICK | |||||||
| SECOND VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NANCY HEATON | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JESSICA DEMMO | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS KING | |||||||
| AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG PERLMAN | |||||||
| SECOND AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDSAY ZAKEN | |||||||
| THIRD AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW ALLARD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW BARLOW | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREN BELLMARE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WEI DU | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AHMED FATTOUH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KIRBY GRABOWSKI LIM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT KAY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL KNIJNIK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| OKTAY KURBANOV | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ARA LOVITT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN O'CALLAGHAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GOD-IS RIVERA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS RYAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHELLE SPIELVOGEL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN SULLIVAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LORENZO WYATT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL MAOZ | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $544,739 | $0 | $126,530 | ||
| STEPHEN SCHAFER | |||||||
| CHIEF FINANCIAL AND OPERAT | 40.00 | Yes (X) | $338,772 | $0 | $31,462 | ||
| BARBARA DRAYER | |||||||
| DIRECTOR OF DEVELOPMENT AN | 40.00 | $215,637 | $0 | $22,244 | Yes (X) | ||
| SANDY LIZAIRE-DUFF | |||||||
| HEAD OF LOWER SCHOOL | 40.00 | $214,884 | $0 | $58,632 | Yes (X) | ||
| MARNIE SADLOWSKY | |||||||
| ASSOC. HEAD/HEAD OF UPPER | 40.00 | $219,519 | $0 | $44,241 | Yes (X) | ||
| JANINE NEWMAN | |||||||
| ASSOC. HEAD/DIRECTOR OF ADMISSION | 40.00 | $201,253 | $0 | $46,173 | Yes (X) | ||
| JOSHUA DEITCH | |||||||
| HEAD OF MIDDLE SCHOOL | 40.00 | $179,171 | $0 | $10,709 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,913,975 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $339,991 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 44 | 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 |
|---|---|---|---|---|---|
| FLIK INDEPENDENT SCHOOLS BY CHARTWELL | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICES | $1,305,794 |
| ASD CONSTRUCTION | |||||
| 470 NAUGATUCK AVENUE | MILFORD | CT | 06460 | CONSTRUCTION | $699,012 |
| SODEXO INC & AFFILIATES | |||||
| PO BOX 81049 | WOBURN | MA | 01813 | FACILITIES MAINTENANCE | $558,766 |
| PETER GISOLFI ASSOCIATES LLP | |||||
| 566 WARBURTON AVENUE | HASTINGS ON HUDSON | NY | 10706 | ARCHITECT SERVICES | $538,496 |
| EASTERN LAND MANAGEMENT | |||||
| 142 HAMILTON AVE | STAMFORD | CT | 06902 | LANDSCAPING SERVICES | $271,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $315,424 | FundraisingAmt |
| Government Grants | $2,487,657 | GovernmentGrantsAmt |
| All Other Contributions | $3,126,911 | AllOtherContributionsAmt |
| Noncash Contributions | $321,785 | NoncashContributionsAmt |
| Total Contributions | $5,929,992 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & PROGRAM FEES | 611600 | $36,712,647 | $36,712,647 |
| OTHER STUDENT FEES | 611600 | $1,389,040 | $1,389,040 |
| FOOD SERVICE INCOME | 611600 | $930,641 | $930,641 |
| SUMMER INSTITUTE FEES | 611600 | $287,302 | $287,302 |
| PARENT ASSOCIATION INCOME | 611600 | $48,862 | $48,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,368,492 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,507,738 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,801 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,503,937 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,600 | 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 | $21,600 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,600 | TotalRevenueColumnAmt |
| Exclusion | $21,600 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,178,197 | SecuritiesAmt |
| Other | $5,650 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,512,963 | SecuritiesAmt |
| Other | $9,193 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $665,234 | SecuritiesAmt |
| Other | -$3,543 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $661,691 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $10,413 | UnrelatedBusinessRevenueAmt |
| Exclusion | $651,278 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $259,130 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $315,424 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $164,728 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,402 | TotalRevenueColumnAmt |
| Exclusion | $94,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $131,312 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $115,061 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,251 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $404,144 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120,909 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $283,235 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $404,144 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,004,310 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,505,652 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $14,214 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,554,452 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,340 | TotalAmt |
| Program Services | $10,340 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,916,530 | TotalAmt |
| Program Services | $4,916,530 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,015,385 | TotalAmt |
| Management And General | $1,015,385 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,444,156 | TotalAmt |
| Program Services | $13,296,121 | ProgramServicesAmt |
| Management And General | $3,655,615 | ManagementAndGeneralAmt |
| Fundraising | $492,420 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $926,087 | TotalAmt |
| Program Services | $694,539 | ProgramServicesAmt |
| Management And General | $205,826 | ManagementAndGeneralAmt |
| Fundraising | $25,722 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,820,523 | TotalAmt |
| Program Services | $3,077,452 | ProgramServicesAmt |
| Management And General | $669,161 | ManagementAndGeneralAmt |
| Fundraising | $73,910 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,302,706 | TotalAmt |
| Program Services | $943,356 | ProgramServicesAmt |
| Management And General | $324,413 | ManagementAndGeneralAmt |
| Fundraising | $34,937 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,108 | TotalAmt |
| Management And General | $63,108 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,603 | TotalAmt |
| Management And General | $257,603 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,209 | TotalAmt |
| Management And General | $230,209 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,277 | TotalAmt |
| Program Services | $67,834 | ProgramServicesAmt |
| Management And General | $127,341 | ManagementAndGeneralAmt |
| Fundraising | $3,102 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,336 | TotalAmt |
| Program Services | $9,782 | ProgramServicesAmt |
| Management And General | $466,754 | ManagementAndGeneralAmt |
| Fundraising | $27,800 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,037,418 | TotalAmt |
| Program Services | $191,353 | ProgramServicesAmt |
| Management And General | $844,645 | ManagementAndGeneralAmt |
| Fundraising | $1,420 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,217,797 | TotalAmt |
| Program Services | $439,525 | ProgramServicesAmt |
| Management And General | $2,778,272 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,010 | TotalAmt |
| Program Services | $231,010 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,971,262 | TotalAmt |
| Program Services | $2,587,375 | ProgramServicesAmt |
| Management And General | $383,887 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,675 | TotalAmt |
| Management And General | $410,675 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT ACTIVITIES AND | $3,204,100 | $3,204,100 | ||
| DEPARTMENTAL EXPENSES | $1,274,347 | $594,612 | $493,754 | $185,981 |
| DINING COSTS | $1,111,497 | $1,111,497 | ||
| PARENT ASSOCIATION EXPE | $101,059 | $101,059 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,248,425 | TotalAmt |
| Program Services | $31,476,485 | ProgramServicesAmt |
| Management And General | $11,926,648 | ManagementAndGeneralAmt |
| Fundraising | $845,292 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,946 | BOYAmt |
| EOY | $282,597 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,910,080 | BOYAmt |
| EOY | $7,701,590 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,194,836 | BOYAmt |
| EOY | $1,116,963 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,043,215 | BOYAmt |
| EOY | $26,727,525 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,708 | BOYAmt |
| EOY | $561,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $74,881,470 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,693,183 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,129,599 | BOYAmt |
| EOY | $34,188,287 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,515,052 | BOYAmt |
| EOY | $36,208,989 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,896,902 | BOYAmt |
| EOY | $16,160,805 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,579,637 | BOYAmt |
| EOY | $1,272,751 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,105,975 | BOYAmt |
| EOY | $124,220,823 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,948,780 | BOYAmt |
| EOY | $4,228,042 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,175,820 | BOYAmt |
| EOY | $32,110,184 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,456,994 | BOYAmt |
| EOY | $5,167,208 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,581,594 | BOYAmt |
| EOY | $41,505,434 | 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 | $66,423,193 | BOYAmt |
| EOY | $72,853,116 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,101,188 | BOYAmt |
| EOY | $9,862,273 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,524,381 | BOYAmt |
| EOY | $82,715,389 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,105,975 | BOYAmt |
| EOY | $124,220,823 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,755,885 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,435,123 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,735,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,229,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,740,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,273,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,929,992 | CurrentTaxYearAmt |
| Total | $21,908,141 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,735,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,229,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,740,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,273,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,929,992 | CurrentTaxYearAmt |
| Total | $21,908,141 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,500,046 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,408,095 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $531,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $394,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $944,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,353,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,525,537 | CurrentTaxYearAmt |
| Total | $4,749,168 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $10,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,214 | CurrentTaxYearAmt |
| Total | $24,424 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $265,030 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $244,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $234,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $542,365 | CurrentTaxYearAmt |
| Total | $1,526,931 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,208,664 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $172,380,523 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROSS INCOME FROM FUNDRAISING EVENTS - 2022 AMOUNT: $ 32,525. 2023 AMOUNT: $ 259,130. PARENT ASSOCIATION DUES AND OTHER INCOME - 2019 AMOUNT: $ 206,514. 2020 AMOUNT: $ 244,932. 2021 AMOUNT: $ 240,360. OTHER INCOME - 2019 AMOUNT: $ 58,516. 2022 AMOUNT: $ 201,719. 2023 AMOUNT: $ 283,235. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,419,210 | BeginningYearBalanceAmt |
| Contributions | $605,597 | ContributionsAmt |
| Investment Earnings Or Losses | $5,503,448 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $142,791 | GrantsOrScholarshipsAmt |
| Other Expenditures | $821,374 | OtherExpendituresAmt |
| End Year Balance | $47,564,090 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,722,649 | BeginningYearBalanceAmt |
| Contributions | $463,808 | ContributionsAmt |
| Investment Earnings Or Losses | $4,083,729 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $132,488 | GrantsOrScholarshipsAmt |
| Other Expenditures | $718,488 | OtherExpendituresAmt |
| End Year Balance | $42,419,210 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,162,093 | BeginningYearBalanceAmt |
| Contributions | $1,160,540 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,762,406 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $112,344 | GrantsOrScholarshipsAmt |
| Other Expenditures | $725,234 | OtherExpendituresAmt |
| End Year Balance | $38,722,649 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,308,340 | BeginningYearBalanceAmt |
| Contributions | $4,968,779 | ContributionsAmt |
| Investment Earnings Or Losses | $7,249,529 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $103,392 | GrantsOrScholarshipsAmt |
| Other Expenditures | $261,086 | OtherExpendituresAmt |
| Administrative Expenses | $77 | AdministrativeExpensesAmt |
| End Year Balance | $42,162,093 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,868,784 | BeginningYearBalanceAmt |
| Contributions | $1,917,478 | ContributionsAmt |
| Investment Earnings Or Losses | $135,060 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,556 | GrantsOrScholarshipsAmt |
| Other Expenditures | $608,398 | OtherExpendituresAmt |
| Administrative Expenses | $28 | AdministrativeExpensesAmt |
| End Year Balance | $30,308,340 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.84591 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.15410 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $220,000 | OtherCostOrOtherBasisAmt |
| Book Value | $220,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,450,282 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,827,387 | DepreciationAmt |
| Book Value | $30,622,895 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,476,586 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,865,796 | DepreciationAmt |
| Book Value | $1,610,790 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,734,602 | OtherCostOrOtherBasisAmt |
| Book Value | $1,734,602 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,188,287 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $16,160,805 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,160,805 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $47,515,830 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,435,123 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$4,973,183 | OtherRevenueAmt |
| Revenue Not Reported | -$538,060 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,053,890 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $230,209 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$279,789 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$49,580 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $48,004,310 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $39,324,822 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $279,789 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $279,789 | ExpensesNotReportedAmt |
| Expenses Subtotal | $39,045,033 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $230,209 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $4,973,183 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,203,392 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $44,248,425 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PRIMARY USE OF THE ENDOWMENT IS TO PROVIDE SCHOLARSHIPS TO ELIGIBLE STUDENTS AND SUPPORT SCHOOL OPERATIONS. |
| PART X, LINE 2: | THE SCHOOL QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. TO THE BEST OF OUR KNOWLEDGE, THE SCHOOL DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS, GRANTS, AND TUITION REMISSION -4,973,183. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -164,728. COST OF GOOD SOLD -115,061. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 164,728. COST OF GOOD SOLD 115,061. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS, GRANTS, AND TUITION REMISSION 4,973,183. |
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 | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY IS STATED ON EVERY PAGE ON OUR WEBSITE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE | 0 | 0 | INVESTMENTS | $6,349,698 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $7,819,600 |
| 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 | $14,169,298 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $14,169,298 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | 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 | FORM 990, SCHEDULE F, PART I | FormAndLineReferenceDesc |
| Explanation | THE INVESTMENTS LISTED IN PART I ARE PART OF THE SCHOOL'S ENDOWMENT PORTFOLIO. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VIKINGS CUP | Event1Nm |
| Gross Receipts Event1 | $66,600 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $40,175 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,425 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $46,130 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,168 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $15,195 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $507,954 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $275,249 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $232,705 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $11,068 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $48,354 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $13,357 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $26,456 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $574,554 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $315,424 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $259,130 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $57,198 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $52,522 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $13,357 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,651 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $164,728 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $94,402 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ORPHANED STARFISH FOUNDATION INC | ||||||||
| 55 EXCHANGE PLACE 402 | NEW YORK | NY | 10005 | 311782130 | 501(C)(3) | $5,170 | $0 | KING CARES 5K DONATION |
| BOYS & GIRLS CLUB OF STAMFORD INC | ||||||||
| 347 STILLWATER AVENUE | STAMFORD | CT | 06902 | 060646911 | 501(C)(3) | $5,170 | $0 | KING CARES 5K DONATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL ACCESS AND SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 166 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $4,916,530 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | REDUCTION IN TUITION AND SUMMER INSTITUTE FEES | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS AVAILABLE FOR QUALIFIED STUDENTS ON THE BASIS OF NEED. AID AWARDED FOR THE FISCAL YEAR ENDED JUNE 30, 2024, WAS DETERMINED BY SCHOOL AND STUDENT SERVICES (SSS) GUIDELINES WHICH PROVIDED A FINANCIAL AID NEED ANALYSIS BASED ON CONFIDENTIAL INFORMATION PROVIDED BY FAMILIES. THE SCHOLARSHIPS ARE AWARDED ON AN OBJECTIVE AND NONDISCRIMINATORY MANNER. ALL SCHOLARSHIPS ARE MADE DIRECTLY AS CREDITS AGAINST STUDENT ACCOUNTS AND NO CASH REFUNDS ARE ISSUED FOR ANY PURPOSE. STARTING WITH THE FISCAL YEAR ENDING JUNE 30, 2025, AID WILL BE DETERMINED BY CLARITY FINANCIAL AID. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 | 0 | 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 | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | 0 | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROL MAOZ | ||||||||||||||
| HEAD OF SCHOOL | $476,739 | $0 | $68,000 | $0 | $0 | $0 | $28,950 | $0 | $97,580 | $0 | $671,269 | $0 | $0 | $0 |
| STEPHEN SCHAFER | ||||||||||||||
| CHIEF FINANCIAL AND OPERAT | $335,468 | $0 | $2,500 | $0 | $804 | $0 | $20,624 | $0 | $10,838 | $0 | $370,234 | $0 | $0 | $0 |
| SANDY LIZAIRE-DUFF | ||||||||||||||
| HEAD OF LOWER SCHOOL | $193,172 | $0 | $0 | $0 | $21,712 | $0 | $9,881 | $0 | $48,751 | $0 | $273,516 | $0 | $0 | $0 |
| MARNIE SADLOWSKY | ||||||||||||||
| ASSOC. HEAD/HEAD OF UPPER | $219,031 | $0 | $0 | $0 | $488 | $0 | $20,453 | $0 | $23,788 | $0 | $263,760 | $0 | $0 | $0 |
| JANINE NEWMAN | ||||||||||||||
| ASSOC. HEAD/DIRECTOR OF ADMISSION | $198,465 | $0 | $2,500 | $0 | $288 | $0 | $14,739 | $0 | $31,434 | $0 | $247,426 | $0 | $0 | $0 |
| BARBARA DRAYER | ||||||||||||||
| DIRECTOR OF DEVELOPMENT AN | $215,637 | $0 | $0 | $0 | $0 | $0 | $10,996 | $0 | $11,248 | $0 | $237,881 | $0 | $0 | $0 |
| JOSHUA DEITCH | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | $176,530 | $0 | $2,500 | $0 | $141 | $0 | $8,926 | $0 | $1,783 | $0 | $189,880 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AS HEAD OF SCHOOL, CAROL MAOZ WAS PROVIDED WITH ON-CAMPUS HOUSING. THIS HOUSING IS REQUIRED BY THE NATURE OF THE POSITION AND AS A CONDITION OF EMPLOYMENT AND IS TREATED AS A NON-TAXABLE BENEFIT. |
| PART I, LINE 7 | BONUSES ARE PAID ON EITHER A CONTRACTUAL ARRANGEMENT OR A DISCRETIONARY BASIS. DISCRETIONARY BONUSES ARE BASED ON INDIVIDUAL PERFORMANCE, STRATEGIC CONTRIBUTIONS, AND OTHER QUALITATIVE FACTORS. ALL DISCRETIONARY BONUSES ARE APPROVED BY THE HEAD OF SCHOOL AND REVIEWED BY THE CHIEF FINANCIAL AND OPERATING OFFICER TO ENSURE REASONABLENESS AND COMPLIANCE WITH APPLICABLE REGULATIONS. THE HEAD OF SCHOOL'S BONUS IS PAID IN ACCORDANCE WITH HER EMPLOYMENT CONTRACT, WHICH IS APPROVED BY THE BOARD. |
| PART I, LINE 8 | CAROL MAOZ IS IN HER INITIAL HEAD OF SCHOOL CONTRACT WITH THE SCHOOL, WHICH ENDS ON JUNE 30 2024. AN EXTENSION WAS SIGNED WHICH EXTENDS THIS CONTRACT THROUGH JUNE 30, 2027. |
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 | CHEFA 2023 SERIES C | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| Bond Issued | 2023-04-27 | BondIssuedDt |
| Issue Price | $5,612,000 | IssuePriceAmt |
| Purpose | REFINANCING SERIES C 2023 BOND ISSUANCE | 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 | $301,000 | RetiredAmt |
| Total Proceeds | $5,612,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $111,500 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $5,500,500 | OtherSpentProceedsAmt |
| Substantial Completion | 2003 | 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 | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 11 | FormAndLineReferenceDesc |
| Explanation | OTHER SPENT PROCEEDS RELATES TO REFINANCING OF PRIOR BOND | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $321,785 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| 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 NUMBER REPORTED IN PART I COLUMN (B) REPRESENTS THE NUMBER OF GIFTS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | SUBJECT TO ANY PRIOR LIMITATIONS IMPOSED BY THE BOARD AND THOSE CONTAINED IN THE BY-LAWS, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF KING DURING THE INTERIM BETWEEN THE MEETINGS OF THE BOARD, AND ITS ACTIONS SHALL HAVE THE SAME FORCE AND EFFECT AS ACTION OF THE BOARD, PROVIDED, HOWEVER, THE EXECUTIVE COMMITTEE MAY NOT: (1) FILL VACANCIES ON THE BOARD; (2) ADOPT, AMEND OR REPEAL THE BY-LAWS; (3) APPROVE A PLAN OF MERGER; (4) APPROVE A SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL, OF THE PROPERTY OF KING EXCEPT AS PROVIDED IN SECTION 33- 1101(E)(5) OF THE ACT; OR (5) APPROVE A PROPOSAL TO DISSOLVE. IT IS THE EXPECTATION OF THE BOARD THAT, EXCEPT AS PROVIDED IN THE BY-LAWS, THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD ONLY IN UNUSUAL AND PRESSING CIRCUMSTANCES, AS DETERMINED AT THE DISCRETION OF THE CHAIRPERSON. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE AND EXECUTIVE COMMITTEE REVIEW THE ENTIRE 990. FOLLOWING THEIR REVIEW AND APPROVAL, THE BOARD IS PROVIDED WITH THE PUBLIC INSPECTION COPY OF THE RETURN PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES AND OFFICERS ARE OBLIGATED TO SIGN A CONFLICT OF INTEREST STATEMENT. POTENTIAL CONFLICTS MUST BE REPORTED TO THE CHAIR OF THE TRUSTEESHIP COMMITTEE OF THE BOARD OF TRUSTEES. MEMBERS OF THE TRUSTEESHIP COMMITTEE WILL BE DESIGNATED BY THE CHAIR OF THE TRUSTEESHIP COMMITTEE TO INVESTIGATE POTENTIAL CONFLICT SITUATIONS OF BOTH INTEREST AND COMMITMENT AND, IF APPROPRIATE, PROVIDE RECOMMENDATIONS FOR CORRECTIVE ACTION. RECOMMENDATIONS ARE TO BE BROUGHT FORWARD BY THE CHAIR OF THE TRUSTEESHIP COMMITTEE TO THE CHAIR OF THE BOARD OF TRUSTEES AND HEAD OF SCHOOL AS HE OR SHE DEEMS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND IS BASED ON COMPETITIVE COMPENSATION DATA FROM SEVERAL SOURCES, EXPERIENCE, A PERFORMANCE APPRAISAL, AND OTHER DOCUMENTATION. THE HEAD OF SCHOOL DETERMINES THE COMPENSATION FOR MANAGEMENT OFFICIALS UTILIZING THE OVERALL SALARY INCREASE POOL APPROVED BY THE BOARD OF TRUSTEES, COMPARABLE SALARY DATA, EXPERIENCE, A PERFORMANCE APPRAISAL, AND OTHER DOCUMENTATION. IN ADDITION, THE CHIEF FINANCIAL AND OPERATING OFFICER AND THE HEAD OF SCHOOL REVIEW COMPARABLE DATA OF OTHER MANAGEMENT OFFICIALS. TAKING THIS DATA INTO CONSIDERATION, THE HEAD OF SCHOOL WILL THEN DETERMINE THE COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS ARE MADE AVAILABLE BY REQUEST AT MANAGEMENT'S DISCRETION. |
| FORM 990, PART XII, LINE 2C: | THERE WERE NO CHANGES TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |