2022-05-04T08:10:15-05:00 2021-06-30 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2020-07-01 133862529 ETHICAL CULTURE FIELDSTON SCHOOL ETHI 2127126234 33 CENTRAL PARK WEST NEW YORK NY 100236001 ERIN BERNSTEIN CHIEF FINANCIAL OFFICER 2127126234 2022-04-19 1 ERIN BERNSTEIN 999009999 CANDICE METH P01306891 2129498700 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z KYLE WILKIE-GLASS 33 CENTRAL PARK WEST NEW YORK NY 100236001 126265557 0 X WWW.ECFS.ORG X 1878 NY PROVIDES EDUCATION FOR CHILDREN IN PRE-KINDERGARTEN THROUGH TWELFTH GRADE. 25 21 708 317 0 0 9186900 7787785 92565493 93495329 5553971 10907708 88479 0 107394843 112190822 16446165 18678532 0 0 61491807 67376098 660260 0 2254657 29486766 30094818 108084998 116149448 -690155 -3958626 252651487 273643712 104837259 106177479 147814228 167466233 PROVIDES EDUCATION FOR CHILDREN IN PRE-KINDERGARTEN THROUGH THE TWELFTH GRADE. 0 0 88677699 18678532 93495329 EDUCATIONAL INSTRUCTION FOR APPROXIMATELY 1,700 STUDENTS IN VARIOUS CLASSES FROM PRE-KINDERGARTEN THROUGH THE TWELFTH GRADE. 88677699 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 169 0 1 708 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X KYLE WILKIE-GLASS 2127126234 33 CENTRAL PARK WEST NEW YORK NY 100236001 WILLIAM BAKER TRUSTEE 2.00 0.50 X 0 0 0 SUSAN SARNOFF BRAM TRUSTEE 2.00 0.00 X 0 0 0 MARGOT BRIDGER TRUSTEE 2.00 0.00 X 0 0 0 EUNU CHUN TRUSTEE 2.00 0.00 X 0 0 0 ROSALIND CLAY CARTER TRUSTEE 2.00 0.00 X 0 0 0 KEN GLASSMAN VICE-CHAIR 2.00 0.00 X X 0 0 0 ANDREW HOLM TREASURER 2.00 0.50 X X 0 0 0 HAZEL HUNT FACULTY TRUSTEE 2.00 0.00 X 110596 0 0 NICK KAPLAN TRUSTEE 2.00 0.00 X 0 0 0 TAL KAISSAR TRUSTEE 2.00 0.00 X 0 0 0 JESSE KLAUSZ FACULTY TRUSTEE 2.00 0.00 X 100347 0 0 MEGHAN MCKAY VICE-CHAIR 2.00 0.00 X X 0 0 0 KATHLEEN O'CONNELL TRUSTEE 2.00 0.00 X 0 0 0 STAN PARKER TRUSTEE 2.00 0.00 X 0 0 0 MIRIAM PATERSON FACULTY TRUSTEE 2.00 0.00 X 124751 0 0 JONATHAN M ROZOFF TRUSTEE 2.00 0.00 X 0 0 0 BREE SHEAHAN TRUSTEE 2.00 0.00 X 0 0 0 LIZ SINGER TRUSTEE 2.00 0.50 X 0 0 0 KIM SMITH SPACEK CHAIR 2.00 0.50 X X 0 0 0 EMILY TISCH SUSSMAN TRUSTEE 2.00 0.00 X 0 0 0 MARGOT TENEBAUM FACULTY TRUSTEE 2.00 0.00 X 121508 0 0 KRISHNA VEERARAGHAVAN SECRETARY 2.00 0.00 X X 0 0 0 RIELLY VLASSIS TRUSTEE 2.00 0.00 X 0 0 0 STEPHANIE WAGNER TRUSTEE 2.00 0.00 X 0 0 0 JEFF WALKER TRUSTEE 2.00 0.00 X 0 0 0 MARTI MEYERSON TRUSTEE THRU 10/5/2020 2.00 0.00 X 0 0 0 JESSICA BAGBY HEAD OF SCHOOL 35.00 0.00 X 873248 0 142276 KYLE WILKIE-GLASS CHIEF OPERATING OFFICER 35.00 0.50 X 408953 0 67354 CHRIS HARPER CHIEF FINANCIAL OFF. THRU 6/15/21 35.00 0.50 X 388396 0 30367 ERIN BERNSTEIN SENIOR CONTROLLER 35.00 0.00 X 219218 0 45169 NIGEL D FURLONGE PRINCIPAL UPPER SCHOOL 35.00 0.00 X 362325 0 14170 ROBERT COUSINS PRINCIPAL EC 35.00 0.00 X 256734 0 45994 CHARLES GUERRERO DIR. OF ADMIS, FIN. AID, & INS 35.00 0.00 X 234255 0 17971 LIZ FERNANDEZ ASSISTANT HEAD OF SCHOOL DEI 35.00 0.00 X 217740 0 32281 JOSEPH MCCAULEY PRINCIPAL - LOWER SCHOOL 35.00 0.00 X 212959 0 39462 LAUREN COULSTON COMMUNICATIONS DIRECTOR 35.00 0.00 X 211663 0 2100 JEANNIE CROWLEY DIRECTOR - TECHNOLOGY 35.00 0.00 X 192721 0 50649 GUS ORNSTEIN DIRECTOR - ATHLETICS 35.00 0.00 X 190724 0 50174 JONATHAN ALSCHULER PRINCIPAL MIDDLE SCHOOL 35.00 0.00 X 181218 0 33071 SARAH WENDT CHIEF PHILANTHROPY OFFICER 35.00 0.00 X 166440 0 19861 JOSEPH PISELLI DIRECTOR - FACILITIES 35.00 0.00 X 208802 0 54660 ROSEMARIE BUZZEO ASS. PRINC. LOWER SCHOOL 35.00 0.00 X 201923 0 41942 THOMAS CHRISTENSEN MUSIC CHAIR 35.00 0.00 X 187831 0 52124 DAVID ARGENZIO DIRECTOR OF CAMPUS SAFETY 35.00 0.00 X 185730 0 18458 PAUL CHURCH CHAIR SCIENCE 35.00 0.00 X 182883 0 51575 5540965 0 809658 166 0 1 0 BUILDING MAINTENANCE SERVICE LLC PO BOX 26032 NEW YORK NY 10087 MAINTENANCE 3781755 WILMERHALE 250 GREENWICH STREET NEW YORK NY 10007 LEGAL 1326323 COMMUNITY COUNSELING SERVICE LLC 527MADISON AVENUE NEW YORK NY 10022 CONSULTING 506260 SCHULTE ROTH & ZABEL LLP 919 3RD AVE NEW YORK NY 10022 LEGAL 358733 ALLIED UNIVERSAL SECURITY SERVICES 123 WILLIAM ST 7TH FLOOR NEW YORK NY 10038 SECURITY 301078 9 2278027 5509758 703132 7787785 TUITION INCOME 611710 91933858 91933858 FEES 611710 1161421 1161421 AFTERSCHOOL PROGRAMS 611710 321598 321598 OTHER PROGRAMS 611710 78452 78452 93495329 1333706 1333706 23648737 14074735 9574002 9574002 9574002 112190822 93495329 0 10907708 18678532 18678532 4482139 1737247 2524892 220000 47080276 40825555 5586401 668320 4377970 3704320 595786 77864 8115531 6811658 1164184 139689 3320182 2826954 447941 45287 2137056 2137056 90200 90200 538391 538391 8936661 1127623 7530444 278594 2464075 374673 1455423 633979 33365 29570 3795 1631438 1353572 249978 27888 789239 758557 29136 1546 704275 570141 127734 6400 1152773 1152773 7917327 6568949 1213136 135242 588107 487941 90113 10053 FOOD SERVICE 2511740 2494307 17433 PRINTING AND PUBLICATIO 288170 107025 181145 DUES AND SUBSCRIPTIONS 162833 120907 41926 MISCELLAENOUS EXPENSES 149168 100168 43000 6000 116149448 88677699 25217092 2254657 1900 400 29930440 32975893 3648094 1115427 57011 38475 967704 710536 199044915 105876783 99622047 93168132 51581655 55151855 57406243 80428264 9436393 10054730 252651487 273643712 34158483 31658944 34346168 42958991 33370000 29085000 2962608 2474544 104837259 106177479 X 61993560 74646971 85820668 92819262 147814228 167466233 252651487 273643712 X -3958626 20521763 3088868 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57543522 611025 15741770 2981554 70914763 60037572 800099 -244700 3049449 57543522 61989086 287960 712899 2952373 60037572 62172034 663932 1811677 2658557 61989086 55160658 1276609 8609983 2875216 62172034 0.43850 0.56150 0 0 130000 130000 185389753 94747625 90642128 11854551 10431350 1423201 1670611 697808 972803 93168132 HEDGE FUNDS 80245926 F FJC AGENCY LOAN 182338 F 80428264 BOND PREMIUM 2474544 2474544 X 115296499 20521763 1800837 22322600 92973899 538391 18678532 19216923 112190822 95644494 -1288031 -1288031 96932525 538391 18678532 19216923 116149448 PART V, LINE 4: THE SCHOOL'S ENDOWMENT FUNDS CONSIST OF 21 INDIVIDUAL FUNDS, ESTABLISHED FOR A VARIETY OF PURPOSES SUCH AS SCHOLARSHIP GRANTS, FACULTY SUPPORT AND CAPITAL IMPROVEMENTS. PART X, LINE 2: THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. BECAUSE OF THE SCHOOL'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON THE SCHOOL'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST NOT REFLECTED IN EARNINGS FOR TAX PURPOSES. 1,800,837. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID IS NETTED AGAINST REVENUE PER AUDITED FINANCIAL STATEMENTS, INCLUDED IN EXPENSES PER TAX RETURN 18,678,532. PART XII, LINE 2D - OTHER ADJUSTMENTS: POST RETIREMENT BENEFITS PLAN RELATED CHANGES OTHER THAN PERIODIC COSTS -1,752,000. LOSS ON UNCOLLECTIBLE AMOUNTS 463,969. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID IS NETTED AGAINST REVENUE PER AUDITED FINANCIAL STATEMENTS, INCLUDED IN EXPENSES PER TAX RETURN 18,678,532. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 RACIALLY NONDISCRIMINATORY POLICY: THE POLICY IS MADE AVAILABLE THROUGH THE SCHOOL'S WEBSITE. SCHEDULE E, PART I, LINE 6 ASSISTANCE FROM GOVERNMENT AGENCY: GRANT FROM NEW YORK STATE PERTAINING TO STUDENTS' DAILY ATTENDANCE. CENTRAL AMERICA/CARIBBEAN 0 0 INVESTMENTS 69295703 EUROPE 0 0 INVESTMENTS 8296015 0 0 0 0 0 0 77591718 0 77591718 1 0 0 0 0 0 PART III ACCOUNTING METHOD: PART I, LINE 3, COLUMN F AMOUNTS REPORTED USING ACCRUAL METHOD OF ACCOUNTING. 1 FINANCIAL-AID STUDENTS 419 17971508 FMV TUITION REDUCTION FINANCIAL-AID STUDENTS 422 707024 FMV PART I, LINE 2: PROCEDURES FOR ADMINISTERING SCHOLARSHIPS: THE SCHOOL IS COMMITTED TO NEED-BASED TUITION ASSISTANCE AND UTILIZES THE SCHOOL AND STUDENT SERVICES ("SSS") SOFTWARE WHICH ASSISTS INDEPENDENT SCHOOLS IN DETERMINING THE FINANCIAL AID NEED. ALL FAMILIES THAT REQUEST FINANCIAL AID ARE REQUIRED TO FILL OUT SSS FORMS AND PROVIDE REQUIRED DOCUMENTATION. THE SOFTWARE PROVIDED BY SSS CALCULATES THE FAMILY'S EXPECTED FAMILY CONTRIBUTION. THIS AMOUNT ALONG WITH THE FAMILY'S APPLICATION IS REVIEWED AND THE FA COMMITTEE APPROVES AND DETERMINES THE AWARD AMOUNT FOR THE STUDENTS. OTHER FINANCIAL AID REPRESENTS NEED BASED FINANCIAL AID FOR STUDENT SUPPORT SERVICES AND SCHOOL SUPPLIES. X X 1 1 X X X X X X 0 1 0 0 0 0 0 1 0 JESSICA BAGBY HEAD OF SCHOOL 846152 0 0 0 27096 0 131333 0 10943 0 1015524 0 0 0 KYLE WILKIE-GLASS CHIEF OPERATING OFFICER 363683 0 45000 0 270 0 36750 0 30604 0 476307 0 0 0 CHRIS HARPER CHIEF FINANCIAL OFF. THRU 6/15/21 387946 0 0 0 450 0 5268 0 25099 0 418763 0 0 0 NIGEL D FURLONGE PRINCIPAL UPPER SCHOOL 361875 0 0 0 450 0 14170 0 0 0 376495 0 0 0 ROBERT COUSINS PRINCIPAL EC 256185 0 0 0 549 0 24875 0 21119 0 302728 0 0 0 ERIN BERNSTEIN SENIOR CONTROLLER 218707 0 0 0 511 0 20070 0 25099 0 264387 0 0 0 JOSEPH PISELLI DIRECTOR - FACILITIES 206270 0 0 0 2532 0 21612 0 33048 0 263462 0 0 0 JOSEPH MCCAULEY PRINCIPAL - LOWER SCHOOL 212650 0 0 0 309 0 8858 0 30604 0 252421 0 0 0 CHARLES GUERRERO DIR. OF ADMIS, FIN. AID, & INS 233910 0 0 0 345 0 9660 0 8311 0 252226 0 0 0 LIZ FERNANDEZ ASSISTANT HEAD OF SCHOOL DEI 217431 0 0 0 309 0 22145 0 10136 0 250021 0 0 0 ROSEMARIE BUZZEO ASS. PRINC. LOWER SCHOOL 199512 0 0 0 2411 0 20823 0 21119 0 243865 0 0 0 JEANNIE CROWLEY DIRECTOR - TECHNOLOGY 192540 0 0 0 181 0 20045 0 30604 0 243370 0 0 0 GUS ORNSTEIN DIRECTOR - ATHLETICS 190462 0 0 0 262 0 19570 0 30604 0 240898 0 0 0 THOMAS CHRISTENSEN MUSIC CHAIR 187105 0 0 0 726 0 19076 0 33048 0 239955 0 0 0 PAUL CHURCH CHAIR SCIENCE 182185 0 0 0 698 0 18527 0 33048 0 234458 0 0 0 JONATHAN ALSCHULER PRINCIPAL MIDDLE SCHOOL 181047 0 0 0 171 0 7972 0 25099 0 214289 0 0 0 LAUREN COULSTON COMMUNICATIONS DIRECTOR 211375 0 0 0 288 0 2100 0 0 0 213763 0 0 0 DAVID ARGENZIO DIRECTOR OF CAMPUS SAFETY 185359 0 0 0 371 0 18458 0 0 0 204188 0 0 0 SARAH WENDT CHIEF PHILANTHROPY OFFICER 166161 0 0 0 279 0 0 0 19861 0 186301 0 0 0 MARGOT TENEBAUM FACULTY TRUSTEE 121508 0 0 0 0 0 13688 0 33048 0 168244 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE, AND CAR ALLOWANCE: HOUSING ALLOWANCE IS PROVIDED TO JESSICA BAGBY, HEAD OF SCHOOL. HOUSING IS PROVIDED AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER AND PURSUANT TO THE CONTRACTUAL ARRANGEMENT AND IS NONTAXABLE. THE HEAD OF SCHOOL IS PROVIDED A CAR ALLOWANCE EACH MONTH WHICH SHE CAN USE FOR PURPOSES RELATED TO THE SCHOOL'S MISSION. PERSONAL SERVICES: CLEANING SERVICES FOR THE HOUSE ARE PROVIDED IN ORDER TO MAINTAIN THE CONDITION OF THE RESIDENCE. PART I, LINE 4B THE SCHOOL OFFERS A 457(F) PLAN FOR THE HEAD OF SCHOOL BUT DOES NOT MAKE ANY CONTRIBUTIONS INTO THE PLAN. PART I, LINE 7 THE BOARD OF TRUSTEES AND COMPENSATION COMMITTEE APPROVED A NONFIXED PAYMENT FOR THE CHIEF OPERATING OFFICER DURING CALENDAR YEAR 2020. A BUILD NYC RESOURCE CORPORATION REVENUE BONDS 454040561 12008EJE7 2015-05-21 55563737 FINANCE CONSTR/REFUND 2005 BONDS 0 0 0 A 4250000 55563737 1058574 1 0 1 1 A 0 0 1 1 0 0.01470 0.01470 0 0 0 A 0 0 0 1 1 0 0 0 0 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: BUILD NYC RESOURCE CORPORATION REVENUE BONDS DATE THE REBATE COMPUTATION WAS PERFORMED: 07/06/2020 X 49 703132 FMV ON PUBLISHED QUOTES 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ARE BASED ON THE NUMBER OF DONORS. PART I, LINE 32B: THE SCHOOL USES AN INDEPENDENT FINANCIAL ADVISOR TO SELL DONATED SECURITIES. FORM 990, PART V, LINE 3B THE SCHOOL DID NOT HAVE UNRELATED BUSINESS INCOME TAX GREATER THAN $1,000 BUT SOME OF THE INVESTMENTS GENERATED FOREIGN FILINGS, THUS REQUIRING THE SCHOOL TO FILE A 990-T FOR FISCAL-YEAR 2021. FORM 990, PART VI SECTION B, LINE 11A: THE BOARD HAS EMPOWERED THE AUDIT AND RISK COMMITTEE TO REVIEW THE 990 BEFORE ITS FILED. THE 990 WAS CIRCULATED TO THE BOARD AND THE BOARD HAD THE OPPORTUNITY TO ASK THE ACCOUNTANTS QUESTIONS PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE 990 ON BEHALF OF THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES AND SENIOR ADMINISTRATIVE STAFF ARE REQUIRED TO ATTEST ANNUALLY TO THEIR FAMILIARITY WITH THE SCHOOL'S POLICIES AND PROVIDE INFORMATION CONCERNING ANY POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY FOR THE HEAD OF SCHOOL IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS BASED ON THE COMPARABLE DATA FROM SEARCH AGENCIES, SALARIES OF COMPARABLE HEADS OF SCHOOLS, AND THE RELATIVE EXPERIENCE OF THE CANDIDATE. AFTER THE CANDIDATE IS RETAINED, THE TOTAL COMPENSATION PACKAGE IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. THE SALARIES FOR OTHER KEY EMPLOYEES ARE DETERMINED BY THE HEAD OF SCHOOL BASED ON THE QUALIFICATION OF THE CANDIDATE, COMPARABLE SALARIES AND MARKET RATES, AND APPROVED BY THE BOARD OF TRUSTEES DURING THE BUDGET PROCESS. 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: UNREALIZED GAIN ON PERPERTUAL TRUST 1,800,837. POST RETIREMENT PLAN RELATED CHANGES OTHER THAN PERIODIC COSTS 1,752,000. LOSS ON UNCOLLECTIBLE ACCOUNTS -463,969. ECF MIDTOWN SCHOOL SUPPORTING ORG 33 CENTRAL PARK WEST NEW YORK NY 10023 133873705 SUPPORTING ORG. NY 501(C)(3) LINE 12A, I ECFS 0 THE SOCIETY FOR ETHICAL CULTURE IN THE CITY OF NY 33 CENTRAL PARK WEST NEW YORK NY 10023 131624186 CHURCH NY 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0