ALLEN-STEVENSON SCHOOL: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN-STEVENSON SCHOOL (EIN 13-1623878)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202101339349303890
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T14:20:54-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131623878 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN-STEVENSON SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLE | BusinessNameControlTxt |
| Phone | 2122886710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 EAST 78TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID R TROWER | PersonNm |
| Person Title | HEADMASTER | PersonTitleTxt |
| Phone | 2122886710 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID R TROWER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 EAST 78TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,499,603 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALLEN-STEVENSON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE CONTINUOUS EDUCATION FOR BOYS FROM KINDERGARTEN THROUGH 8TH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 273 | TotalEmployeeCnt |
| Total Volunteers | 223 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,955,242 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,339,127 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,283,096 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,663,496 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,543,407 | PYInvestmentIncomeAmt |
| CY Investment Income | $942,718 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$53,574 | PYOtherRevenueAmt |
| CY Other Revenue | $173,285 | CYOtherRevenueAmt |
| PY Total Revenue | $33,728,171 | PYTotalRevenueAmt |
| CY Total Revenue | $32,118,626 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,212,267 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,402,187 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,855,339 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,218,316 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $22,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,647,031 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,609,485 | PYOtherExpensesAmt |
| CY Other Expenses | $6,905,757 | CYOtherExpensesAmt |
| PY Total Expenses | $26,699,591 | PYTotalExpensesAmt |
| CY Total Expenses | $27,526,260 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,028,580 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,592,366 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $119,153,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,666,790 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,470,837 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,545,012 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $91,682,819 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $94,121,778 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ALLEN-STEVENSON'S DISTINCTIVE "ENLIGHTENED TRADITIONAL" APPROACH EDUCATES BOYS TO BECOME SCHOLARS AND GENTLEMEN. IN THE BELIEF THAT THERE ARE MANY WAYS TO BE A BOY, THE SCHOOL OFFERS AN ONGOING COMMITMENT TO EACH STUDENT AND USES THE BEST INSIGHTS AND TOOLS AVAILABLE TO UNDERSTAND HIM AS A WHOLE PERSON. WE INSPIRE IN EACH BOY AN APPRECIATION OF RESPONSIBLE CITIZENSHIP AND A LIFELONG LOVE OF LEARNING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,638,697 | ExpenseAmt |
| Grant | $2,174,390 | GrantAmt |
| Revenue | $20,778,940 | RevenueAmt |
| Desc | 3 A'S:ALLEN-STEVENSON'S VIGOROUS PROGRAM OF ACADEMICS, ATHLETICS AND THE ARTS ("THE 3 A'S") TEACHES BOYS TO VALUE THE GRATIFYING PROCESS BY WHICH EXCELLENCE IS ATTAINED. WE CHALLENGE OUR STUDENTS TO TAKE SUITABLE RISKS, LEARN FROM THEIR MISTAKES, AND SUPPORT EACH OTHER. THE SCHOOL PROVIDED THIS PROGRAM TO 408 BOYS IN 2020 FROM KINDERGARTEN TO 8TH GRADE, WITH 135 FACULTY AND STAFF. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $594,132 | ExpenseAmt |
| Grant | $122,318 | GrantAmt |
| Revenue | $739,127 | RevenueAmt |
| Desc | AFTER SCHOOL PROGRAM (ALLIGATOR SOUP):ALLEN-STEVENSON OFFERS A WONDERFULLY DIVERSE AND ENGAGING AFTER SCHOOL PROGRAM FOR KINDERGARTEN THROUGH FOURTH GRADE. IN ADDITION, THERE IS A MIDDLE SCHOOL PROGRAM FOR BOYS IN FIFTH AND SIXTH GRADES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $492,780 | ExpenseAmt |
| Grant | $92,936 | GrantAmt |
| Revenue | $663,710 | RevenueAmt |
| Desc | INSTRUMENTAL MUSIC PROGRAM:ALLEN-STEVENSON OFFERS A MUSIC PROGRAM THAT PROVIDES MUSIC ENRICHMENT FOR APPROXIMATELY 220 INSTRUMENTAL STUDENTS, WITH A STAFF OF 12 INSTRUMENTAL INSTRUCTORS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,523,211 | ExpenseAmt |
| Grant | $12,543 | GrantAmt |
| Revenue | $481,719 | RevenueAmt |
| Desc | ALLEN-STEVENSON PROVIDES NUMEROUS OTHER PROGRAMS, WHICH SUPPORT AND ENHANCE THE ALLEN-STEVENSON EXPERIENCE AND COMMUNITY, AND INCLUDE BUT ARE NOT LIMITED TO: A SUMMER DAY PROGRAM, YEARBOOK, GILBERT & SULLIVAN, ETC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,523,211 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $12,543 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $481,719 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $21,248,820 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | 114 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 273 | 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HYDEE BRESSLER DIRECTOR OF FINANCE | PersonNm |
| Phone | 2122886710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 EAST 78TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID R TROWER | ||||||||
| HEADMASTER | 50.00 | Yes (X) | Yes (X) | $920,068 | $0 | $102,667 | ||
| HYDEE BASSEL | ||||||||
| DIR OF FINANCE & OPERATION | 40.00 | Yes (X) | $290,221 | $0 | $76,538 | |||
| STEPHEN M WARNER | ||||||||
| LOWER SCHOOL HEAD | 40.00 | $208,950 | $0 | $80,015 | Yes (X) | |||
| SUSAN ETESS | ||||||||
| DIR OF ADMISSIONS | 40.00 | $250,808 | $0 | $27,728 | Yes (X) | |||
| WINIFRED BARNES | ||||||||
| DIR. OF ORGANIZATIONAL INITIATIVES | 40.00 | $232,740 | $0 | $38,783 | Yes (X) | |||
| KATHERINE DUCKWORTH-SCHACHTER | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $191,978 | $0 | $68,392 | Yes (X) | |||
| RICHARD ALIFANO | ||||||||
| ATHLETIC DIRECTOR | 40.00 | $199,595 | $0 | $58,825 | Yes (X) | |||
| KIMBERLY KYTE | ||||||||
| MIDDLE SCHOOL HEAD | 40.00 | $195,923 | $0 | $50,988 | Yes (X) | |||
| ANDREW C ZEVON | ||||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | $205,850 | $0 | $23,350 | Yes (X) | |||
| GREG KNESPLER | ||||||||
| FACILITIES MANAGER | 40.00 | $166,077 | $0 | $62,537 | Yes (X) | |||
| ANNE RUSSO-MEYER | ||||||||
| LEARNING RESOURCE CENTER | 40.00 | $166,968 | $0 | $50,945 | Yes (X) | |||
| STEVEN COHEN | ||||||||
| UPPER SCHOOL HEAD | 40.00 | $173,279 | $0 | $35,178 | Yes (X) | |||
| MICHELE V DEMKO | ||||||||
| MUSIC DEPARTMENT CHAIR | 40.00 | $177,575 | $0 | $18,586 | Yes (X) | |||
| SARAH WOODS | ||||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | $161,632 | $0 | $13,613 | Yes (X) | |||
| MARK I GREENE | ||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RONALD S ROLFE | ||||||||
| PRESIDENT EMERITUS | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER KLABIN | ||||||||
| VP & TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LISA PAGLIARO SELZ | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KERIANNE FLYNN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH M GARSCHINA | ||||||||
| TRUSTEE THRU MAY 2020 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE DRESCHER GORMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARYN GROSSMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA HARRIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MONICA KEANY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER KELLNER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX KLARIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RASHIDA LA LANDE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG MONDRE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| METIN NEGRIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LARA OBOLER | ||||||||
| TRUSTEE THRU MAY 2020 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT PARROT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANUPAMA POOLE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AUDREY RASCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AIMA RAZA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM UGER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY WILKINS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES WILSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,541,664 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $708,145 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 42 | 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 |
|---|---|---|---|---|---|
| PAV-LAK CONTRACTING | |||||
| 325 MARCUS BOULEVARD | HAUPPAUGE | NY | 11778 | CONSTRUCTION MGMT | $16,855,676 |
| KLIMENT HALSBAND ARCHITECTS LLP | |||||
| 322 EIGHTH AVENUE | NEW YORK | NY | 10001 | ARCHITECTURE SERVICES FOR BUILDING PROJE | $437,281 |
| SAGE DINING SERVICES INC | |||||
| 1402 YORK ROAD | LUTHERVILLE | MD | 21093 | DINING SERVICE | $417,413 |
| SCHOLASTIC TRANSPORTATION | |||||
| 5912 AVENUE N PO BOX 4628 | BROOKLYN | NY | 11234 | SCHOOL BUS SERVICE | $289,005 |
| PARENTE DEVELOPMENT LLC | |||||
| 51 W 81ST ST APT 9D | NEW YORK | NY | 100246014 | CONTRACTOR SERVICES | $168,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $213,179 | GovernmentGrantsAmt |
| All Other Contributions | $8,125,948 | AllOtherContributionsAmt |
| Noncash Contributions | $47,421 | NoncashContributionsAmt |
| Total Contributions | $8,339,127 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611710 | $20,778,940 | $20,778,940 |
| AFTER SCHOOL PROGRAM | 611710 | $739,127 | $739,127 |
| MUSIC LESSONS | 611710 | $663,710 | $663,710 |
| ADMISSIONS AND FEES | 611710 | $436,279 | $436,279 |
| AUXILIARY PROGRAMS | 611710 | $45,440 | $45,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,663,496 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $561,317 | TotalRevenueColumnAmt |
| Exclusion | $561,317 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $732,169 | SecuritiesAmt |
| Other | $8,049 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $358,817 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $373,352 | SecuritiesAmt |
| Other | $8,049 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $381,401 | TotalRevenueColumnAmt |
| Exclusion | $381,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,005 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $22,160 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,155 | TotalRevenueColumnAmt |
| Exclusion | -$5,155 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE SETTLEMENTS | 900099 | $81,029 | $81,029 |
| REFUND | 900099 | $47,779 | $47,779 |
| INSURANCE REIMBURSEMENT | 900099 | $45,345 | $45,345 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,287 | TotalRevenueColumnAmt |
| Exclusion | $4,287 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $178,440 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,118,626 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,663,496 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,116,003 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,402,187 | TotalAmt |
| Program Services | $2,402,187 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,938,148 | TotalAmt |
| Program Services | $1,369,861 | ProgramServicesAmt |
| Management And General | $1,009,451 | ManagementAndGeneralAmt |
| Fundraising | $558,836 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $765 | TotalAmt |
| Management And General | $765 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,843,539 | TotalAmt |
| Program Services | $9,776,709 | ProgramServicesAmt |
| Management And General | $1,632,544 | ManagementAndGeneralAmt |
| Fundraising | $434,286 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $883,166 | TotalAmt |
| Program Services | $704,072 | ProgramServicesAmt |
| Management And General | $114,780 | ManagementAndGeneralAmt |
| Fundraising | $64,314 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,476,271 | TotalAmt |
| Program Services | $1,167,867 | ProgramServicesAmt |
| Management And General | $238,928 | ManagementAndGeneralAmt |
| Fundraising | $69,476 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,427 | TotalAmt |
| Program Services | $792,585 | ProgramServicesAmt |
| Management And General | $182,429 | ManagementAndGeneralAmt |
| Fundraising | $101,413 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,964 | TotalAmt |
| Management And General | $70,964 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,350 | TotalAmt |
| Management And General | $65,350 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,000 | TotalAmt |
| Management And General | $35,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,760 | TotalAmt |
| Program Services | $266 | ProgramServicesAmt |
| Management And General | $10,315 | ManagementAndGeneralAmt |
| Fundraising | $179 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,447 | TotalAmt |
| Program Services | $16,009 | ProgramServicesAmt |
| Management And General | $354,952 | ManagementAndGeneralAmt |
| Fundraising | $95,486 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,578 | TotalAmt |
| Program Services | $111,578 | ProgramServicesAmt |
| Management And General | $99,971 | ManagementAndGeneralAmt |
| Fundraising | $7,029 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,796 | TotalAmt |
| Program Services | $831,993 | ProgramServicesAmt |
| Management And General | $79,315 | ManagementAndGeneralAmt |
| Fundraising | $79,488 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,178 | TotalAmt |
| Fundraising | $1,178 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,086 | TotalAmt |
| Program Services | $77,275 | ProgramServicesAmt |
| Management And General | $6,132 | ManagementAndGeneralAmt |
| Fundraising | $679 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,011 | TotalAmt |
| Program Services | $239,890 | ProgramServicesAmt |
| Management And General | $23,989 | ManagementAndGeneralAmt |
| Fundraising | $22,132 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,041,622 | TotalAmt |
| Program Services | $1,714,962 | ProgramServicesAmt |
| Management And General | $163,330 | ManagementAndGeneralAmt |
| Fundraising | $163,330 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,503 | TotalAmt |
| Program Services | $115,153 | ProgramServicesAmt |
| Management And General | $42,771 | ManagementAndGeneralAmt |
| Fundraising | $6,579 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT SERVICE | $745,996 | $745,996 | ||
| AUXILIARY PROGRAM | $457,029 | $457,029 | ||
| INSTRUCTION | $447,315 | $447,315 | ||
| PA GIFT EXPENSES | $207,285 | $177,529 | $29,756 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,837 | TotalAmt |
| Program Services | $278,073 | ProgramServicesAmt |
| Management And General | $321,894 | ManagementAndGeneralAmt |
| Fundraising | $12,870 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,526,260 | TotalAmt |
| Program Services | $21,248,820 | ProgramServicesAmt |
| Management And General | $4,630,409 | ManagementAndGeneralAmt |
| Fundraising | $1,647,031 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,053,362 | BOYAmt |
| EOY | $2,700,207 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,481,184 | BOYAmt |
| EOY | $28,786,929 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,064,209 | BOYAmt |
| EOY | $3,808,640 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,661,224 | BOYAmt |
| EOY | $978,238 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $787,795 | BOYAmt |
| EOY | $163,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $112,269,364 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,234,097 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,166,491 | BOYAmt |
| EOY | $87,035,267 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,733,653 | BOYAmt |
| EOY | $8,940,333 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,314 | BOYAmt |
| EOY | $105,807 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,424 | BOYAmt |
| EOY | $148,009 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,153,656 | BOYAmt |
| EOY | $132,666,790 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,458,656 | BOYAmt |
| EOY | $7,386,687 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,805,281 | BOYAmt |
| EOY | $4,728,935 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,028,164 | BOYAmt |
| EOY | $23,566,599 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,736 | BOYAmt |
| EOY | $2,862,791 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,470,837 | BOYAmt |
| EOY | $38,545,012 | 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 | $49,302,575 | BOYAmt |
| EOY | $68,578,405 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,380,244 | BOYAmt |
| EOY | $25,543,373 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,682,819 | BOYAmt |
| EOY | $94,121,778 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,153,656 | BOYAmt |
| EOY | $132,666,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,592,366 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$824,583 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,328,824 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,396,368 | BeginningYearBalanceAmt |
| Contributions | $274,706 | ContributionsAmt |
| Investment Earnings Or Losses | $110,086 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $127,834 | OtherExpendituresAmt |
| Administrative Expenses | $35,000 | AdministrativeExpensesAmt |
| End Year Balance | $28,618,326 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,662,841 | BeginningYearBalanceAmt |
| Contributions | $240,372 | ContributionsAmt |
| Investment Earnings Or Losses | $759,540 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $231,385 | OtherExpendituresAmt |
| Administrative Expenses | $35,000 | AdministrativeExpensesAmt |
| End Year Balance | $28,396,368 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,037,740 | BeginningYearBalanceAmt |
| Contributions | $97,195 | ContributionsAmt |
| Investment Earnings Or Losses | $1,848,451 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $285,545 | OtherExpendituresAmt |
| Administrative Expenses | $35,000 | AdministrativeExpensesAmt |
| End Year Balance | $27,662,841 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,215,443 | BeginningYearBalanceAmt |
| Contributions | $1,437,020 | ContributionsAmt |
| Investment Earnings Or Losses | $2,839,674 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $419,397 | OtherExpendituresAmt |
| Administrative Expenses | $35,000 | AdministrativeExpensesAmt |
| End Year Balance | $26,037,740 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,864,619 | BeginningYearBalanceAmt |
| Contributions | $551,834 | ContributionsAmt |
| Investment Earnings Or Losses | -$77,691 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $123,319 | OtherExpendituresAmt |
| End Year Balance | $22,215,443 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.84570 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11610 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03820 | 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 | $8,764,062 | OtherCostOrOtherBasisAmt |
| Book Value | $8,764,062 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,035,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,711,966 | DepreciationAmt |
| Book Value | $37,323,962 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,940 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,940 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,580,029 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,504,191 | DepreciationAmt |
| Book Value | $2,075,838 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,871,405 | OtherCostOrOtherBasisAmt |
| Book Value | $38,871,405 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $87,035,267 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $52,191 |
| PAYCHECK PROTECTION PROGRAM LOAN | $2,810,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,862,791 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,140,805 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$824,583 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $20,583 | OtherRevenueAmt |
| Revenue Not Reported | -$804,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,944,805 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $35,000 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,138,821 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,173,821 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,118,626 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,701,846 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $612,773 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $612,773 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,089,073 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $35,000 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,402,187 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,437,187 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,526,260 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | IN ITS LIBRARY, THE SCHOOL EXHIBITS A HISTORICAL MAP DATING BACK TO 1755, WHICH SHOWS THE 13 COLONIES AND LANDS USED AS "LAND GRANTS" BY REVOLUTIONARY GOVERNMENTS AS A METHOD OF OBTAINING MILITARY SERVICES. THE MAP IS AN EDUCATIONAL TOOL OF THE SCHOOL IN PROVIDING A QUALITY EDUCATION TO ITS STUDENTS. |
| PART V, LINE 4: | THE OBJECTIVE OF THE SCHOOL IS TO MAINTAIN THE PRINCIPAL ENDOWMENT FUNDS AT THE ORIGINAL AMOUNT DESIGNATED BY THE DONOR. THE INVESTMENT POLICY TO ACHIEVE THIS OBJECTIVE IS TO INVEST IN A DIVERSIFIED PORTFOLIO. INTEREST EARNED IN RELATION TO THE ENDOWMENT FUNDS IS RECORDED AS TEMPORARILY RESTRICTED INCOME AND THE SPENDING ALLOCATION MAY BE TRANSFERRED TO THE CURRENT OPERATING BUDGET UP TO THE PERCENTAGE ALLOCATION AMOUNT OF THE CURRENT SPENDING POLICY. ORGANIZATION MADE A CORRECTION TO FY2017 BOARD-DESIGNATED ENDOWMENT FUND TO PROPERLY REFLECT AN ADDITION OF OPERATING SURPLUS FROM FY2017. |
| PART X, LINE 2: | THE SCHOOL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SCHOOL IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RECLASSED DIRECT EXPENSES OF SPECIAL EVENT 20,583. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID GRANTS NETTED AGAINST REVENUE 2,402,187. WRITE-OFF OF PLEDGE RECEIVABLE 736,634. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF ASSET 592,190. RECLASSED DIRECT EXPENSES OF SPECIAL EVENT 20,583. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID GRANTS NETTED AGAINST REVENUE 2,402,187. |
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 | ALLEN STEVENSON SCHOOL IS ONE OF MANY SCHOOLS WHO IS LISTED IN THE INDEPENDENT SCHOOL ADMISSIONS ASSOCIATION OF GREATER NEW YORK (ISAAGNY) ADVERTISEMENT THAT STATES ITS NON-DISCRIMINATORY POLICY TOWARDS STUDENT ACCEPTANCES. ITS NON-DISCRIMINATORY POLICY IS ALSO INCLUDED IN ALL MARKETING MATERIALS AND ON ITS WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | ALLEN-STEVENSON SCHOOL RECEIVES FUNDS FROM NEW YORK STATE DEPARTMENT OF EDUCATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ICE SKATING PARTY | Event1Nm |
| Gross Receipts Event1 | $17,005 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $17,005 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $18,290 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $2,050 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,820 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $17,005 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $17,005 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,290 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $2,050 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,820 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,160 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,155 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID/SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 64 | RecipientCnt |
| Cash Grant | $2,402,187 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL GRANTS FINANCIAL AID SCHOLARSHIPS TO THOSE FAMILIES WHO CANNOT AFFORD THE FULL TUITION. THE PROCESS FOR DETERMINING THE SCHOLARSHIP AWARD IS AS FOLLOWS: THE DIRECTOR OF FINANCE & OPERATIONS SETS THE BUDGET FOR THE TOTAL AMOUNT OF SCHOLARSHIPS TO BE AWARDED. THE FINANCE COMMITTEE REVIEWS THE BUDGET PRIOR TO BOARD APPROVAL. IN OCTOBER, AN EMAIL NOTIFICATION IS SENT TO FAMILIES WITH A LINK TO TADS.COM ("TADS"), AND PROMPTING FAMILIES TO LOG ON AND SUBMIT THROUGH TADS A FINANCIAL AID APPLICATION, ALONG WITH THEIR PRIOR YEAR'S TAX RETURNS AND INFORMATION ABOUT WHAT AMOUNT THEY CAN PAY TOWARD TUITION. BASED ON THE FORM AND DOCUMENTATION SUBMITTED BY THE FAMILIES, TADS WILL CALCULATE THE AMOUNT EACH FAMILY CAN AFFORD TO CONTRIBUTE TOWARDS TUITION. THIS INFORMATION IS REVIEWED BY THE DIRECTOR OF ADMISSIONS, ENROLLMENT & FINANCIAL AID, AND DIRECTOR OF FINANCE & OPERATIONS, WHO CREATE A SPREADSHEET OF POTENTIAL SCHOLARSHIPS TO BE GRANTED TO EACH STUDENT. A SUMMARY OF THE INFORMATION AND ALLOCATIONS, IS ALSO SHARED WITH THE FINANCIAL AID ADMISSIONS ENROLLMENT COMMITTEE OF THE BOARD ONCE THE RECOMMENDED ALLOCATIONS ARE COMPLETED. AWARD LETTERS ARE SENT TO THE FAMILIES THAT MUST BE ACCEPTED BY THE PARENT. CHANGES MAY OCCUR IF THERE SEEMS TO BE INCONSISTENCIES IN THE FINANCIAL DATA SUBMITTED (AS ALL APPLICANTS MUST SUBMIT THEIR COMPLETED 1040 TAX RETURNS AND BUSINESS RETURNS IF APPLICABLE). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID R TROWER | ||||||||||||||
| HEADMASTER | $739,320 | $0 | $0 | $0 | $180,748 | $0 | $60,602 | $0 | $42,065 | $0 | $1,022,735 | $0 | $150,000 | $0 |
| HYDEE BASSEL | ||||||||||||||
| DIR OF FINANCE & OPERATION | $287,903 | $0 | $0 | $0 | $2,318 | $0 | $23,420 | $0 | $53,118 | $0 | $366,759 | $0 | $0 | $0 |
| STEPHEN M WARNER | ||||||||||||||
| LOWER SCHOOL HEAD | $189,101 | $0 | $0 | $0 | $19,849 | $0 | $38,905 | $0 | $41,110 | $0 | $288,965 | $0 | $0 | $0 |
| SUSAN ETESS | ||||||||||||||
| DIR OF ADMISSIONS | $248,890 | $0 | $0 | $0 | $1,918 | $0 | $23,667 | $0 | $4,061 | $0 | $278,536 | $0 | $0 | $0 |
| WINIFRED BARNES | ||||||||||||||
| DIR. OF ORGANIZATIONAL INITIATIVES | $231,158 | $0 | $0 | $0 | $1,582 | $0 | $20,545 | $0 | $18,238 | $0 | $271,523 | $0 | $0 | $0 |
| KATHERINE DUCKWORTH-SCHACHTER | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $190,353 | $0 | $0 | $0 | $1,625 | $0 | $19,930 | $0 | $48,462 | $0 | $260,370 | $0 | $0 | $0 |
| RICHARD ALIFANO | ||||||||||||||
| ATHLETIC DIRECTOR | $197,997 | $0 | $0 | $0 | $1,598 | $0 | $19,705 | $0 | $39,120 | $0 | $258,420 | $0 | $0 | $0 |
| KIMBERLY KYTE | ||||||||||||||
| MIDDLE SCHOOL HEAD | $179,851 | $0 | $0 | $0 | $16,072 | $0 | $33,652 | $0 | $17,336 | $0 | $246,911 | $0 | $0 | $0 |
| ANDREW C ZEVON | ||||||||||||||
| DIRECTOR OF TECHNOLOGY | $204,315 | $0 | $0 | $0 | $1,535 | $0 | $19,255 | $0 | $4,095 | $0 | $229,200 | $0 | $0 | $0 |
| GREG KNESPLER | ||||||||||||||
| FACILITIES MANAGER | $164,902 | $0 | $0 | $0 | $1,175 | $0 | $16,264 | $0 | $46,273 | $0 | $228,614 | $0 | $0 | $0 |
| ANNE RUSSO-MEYER | ||||||||||||||
| LEARNING RESOURCE CENTER | $165,755 | $0 | $0 | $0 | $1,213 | $0 | $16,045 | $0 | $34,900 | $0 | $217,913 | $0 | $0 | $0 |
| STEVEN COHEN | ||||||||||||||
| UPPER SCHOOL HEAD | $172,127 | $0 | $0 | $0 | $1,152 | $0 | $16,116 | $0 | $19,062 | $0 | $208,457 | $0 | $0 | $0 |
| MICHELE V DEMKO | ||||||||||||||
| MUSIC DEPARTMENT CHAIR | $176,433 | $0 | $0 | $0 | $1,142 | $0 | $15,991 | $0 | $2,595 | $0 | $196,161 | $0 | $0 | $0 |
| SARAH WOODS | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $160,884 | $0 | $0 | $0 | $748 | $0 | $13,481 | $0 | $132 | $0 | $175,245 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SCHOOL REIMBURSES MR. DAVID TROWER, AS HEADMASTER OF THE SCHOOL, THE COST OF HIS DUES FOR CLUB MEMBERSHIP TO THE UNION CLUB AS PER HIS CONTRACT. SOCIAL CLUB DUES ARE NON TAXABLE BY VIRTUE OF BEING A WORKING CONDITION FRINGE UNDER IRC SECTION 132. THE HEADMASTER USES THE MEMBERSHIP EXCLUSIVELY FOR SCHOOL PURPOSES. |
| PART I, LINE 4B | DAVID R. TROWER, SCHOOL HEADMASTER, PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN 457(F) AND RECEIVED CONTRIBUTION TO HIS DEFERRED COMPENSATION UNDER A 457(F) PLAN TOTALING $50,000. DAVID R. TROWER DID RECEIVE A DISTRIBUTION IN FY2020 OF $178,736.08. THE AMOUNT WAS TAXABLE AND REPORTED ON HIS 2019 FORM W-2S. IT WAS INCLUDED ON SCHEDULE J, PART II IN COLUMN B (III). |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $47,421 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | 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 ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT REVIEWS THE FORM 990 TO OBTAIN AN UNDERSTANDING OF THE REPORTING REQUIREMENTS AND TO ENSURE IT IS ACCURATE AND COMPLETE. SUBSEQUENTLY, A COPY OF THE FORM 990 (WITHOUT SCHEDULE B) IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE DISCUSSES THE FORM 990 WITH MANAGEMENT AND RESOLVES ANY QUESTIONS THAT ARISE. THE PUBLIC INSPECTION COPY OF THE FORM 990 IS THEN DISTRIBUTED, EITHER ELECTRONICALLY OR BY HARD COPY, TO THE BOARD FOR REVIEW AND COMMENT. IN ORDER TO ENSURE CONFIDENTIALITY OF OUR DONORS, THE DONOR LIST (SCHEDULE B) IS NOT INCLUDED IN THE DISTRIBUTION. THE FORM 990 IS FILED ONCE THE BOARD'S COMMENTS ARE ADDRESSED. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS, OFFICERS, KEY EMPLOYEES AND ALL OTHER EMPLOYEES SIGN A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY, WHICH IS REVIEWED BY MANAGEMENT. IF A CONFLICT APPEARS TO EXIST, MANAGEMENT AND THE BOARD OF TRUSTEES AUDIT COMMITTEE WILL MEET WITH THE INDIVIDUAL TO OBTAIN ALL THE FACTS. IF A CONFLICT IS IDENTIFIED, THE INDIVIDUAL TO WHOM IT PERTAINS MUST REFRAIN FROM PARTICIPATING IN THE DECISION MAKING CONCERNING THE MATTER THAT GAVE RISE TO THE CONFLICT. ADDITIONALLY, AN EMPLOYEE WHO RECOMMENDS A VENDOR TO THE SCHOOL MUST DISCLOSE TO THE DIRECTOR OF FINANCE AND OPERATIONS AND THE HEAD OF SCHOOL WHETHER HE OR SHE HAS A RELATIONSHIP WITH THAT VENDOR. IF APPROVED AS APPROPRIATE, THAT VENDOR MUST PROVIDE THE SCHOOL WITH A MINIMUM OF THREE PROFESSIONAL REFERENCES. ADDITIONALLY, THERE WILL BE A BIDDING PROCESS WHERE TWO ADDITIONAL OUTSIDE INDEPENDENT VENDORS WILL BE ASKED TO BID ON THE JOB OR SERVICE AS WELL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE DIRECTOR OF FINANCE AND OPERATIONS OBTAINS INFORMATION FROM THE DASL SYSTEM THAT SHOWS DETAILED SALARY FIGURES FOR VARIOUS POSITIONS IN DIFFERENT COHORTS. THREE SCHOOL GROUPS ARE USED FOR COMPARISON OF CURRENT SALARIES TO ALLEN-STEVENSON SCHOOL'S HIGHLY COMPENSATED AND KEY EMPLOYEES SUCH AS HEAD OF SCHOOL, THE DIRECTOR OF FINANCE AND OPERATIONS, DIVISION HEADS, DIRECTOR OF ADMISSIONS, FACILITIES DIRECTOR, DIRECTOR OF ATHLETICS, AND DIRECTOR OF DEVELOPMENT. THE PERSONNEL AND COMPENSATION COMMITTEE, MADE UP OF 4 BOARD MEMBERS, REVIEWS THE HEAD'S RECOMMENDATION OF THE SALARIES OF THE ABOVE LISTED POSITIONS, EXCEPT FOR HIS OWN SALARY, FOR FAIRNESS AND APPROPRIATENESS. THE HEADMASTER'S SALARY IS RECOMMENDED BY THE PRESIDENT OF THE BOARD, AND APPROVED BY THE OTHER MEMBERS OF THE COMPENSATION COMMITTEE. THE MEETINGS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED. THIS PROCESS WAS LAST COMPLETED JANUARY 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS FORM 990 AVAILABLE FOR PUBLICATION INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FORM 990, CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FACULTY AND STAFF HANDBOOKS ARE AVAILABLE UPON REQUEST AT 132 EAST 78TH STREET, NEW YORK, NY 10075. |
| FORM 990, PART XI, LINE 9: | LOSS ON DISPOSAL OF ASSETS -592,190. WRITE-OFF OF PLEDGE RECEIVABLE -736,634. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR ASSUMING RESPONSIBILITY OVER THE AUDIT OF THE ORGANIZATION AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR. |