GREENWICH ACADEMY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GREENWICH ACADEMY INC (EIN 06-0653118)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-15
- IRS object ID
- 202011979349300311
- Schema version
- 2018v3.2
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T04:43:54-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061009205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INTERNATIONAL PLACE 16TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060653118 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWICH ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2036258900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 NORTH MAPLE AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA SABITSANA | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2036258900 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2020-06-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.251.63.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-14 | IPDt |
| IP Tm | 21:32:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F655607A01BC9414CB150F5C2D5B642F4B7C09E6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B49528270D5C596423F272EFB472E66EFBF6AFC8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MOLLY KING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 NORTH MAPLE AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $95,571,929 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GREENWICHACADEMY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | GREENWICH ACADEMY IS AN INDEPENDENT COLLEGE-PREPARATORY DAY SCHOOL FOR GIRLS AND YOUNG WOMEN THAT SEEKS TO FOSTER EXCELLENCE. ITS MISSION IS TO PROVIDE A CHALLENGING, COMPREHENSIVE EDUCATIONAL EXPERIENCE GROUNDED IN A RIGOROUS LIBERAL ARTS CURRICULUM WITHIN AN INCLUSIVE, DIVERSE COMMUNITY. THE SCHOOL'S OBJECTIVE IS TO DEVELOP GIRLS AND YOUNG WOMEN OF EXCEPTIONAL CHARACTER AND ACHIEVEMENT WHO DEMONSTRATE INDEPENDENCE, RESILIENCE, COURAGE, INTEGRITY AND COMPASSION. WE STRIVE, ABOVE ALL, TO HONOR OUR MOTTO, "TOWARD THE BUILDING OF CHARATER." | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 267 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | $991,840 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $182,656 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,476,577 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,116,549 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $36,870,074 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,930,113 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,162,150 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,096,525 | CYInvestmentIncomeAmt |
| PY Other Revenue | $771,229 | PYOtherRevenueAmt |
| CY Other Revenue | $719,667 | CYOtherRevenueAmt |
| PY Total Revenue | $53,280,030 | PYTotalRevenueAmt |
| CY Total Revenue | $67,862,854 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,176,513 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,243,420 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,496,317 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,058,447 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,937,069 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,022,987 | PYOtherExpensesAmt |
| CY Other Expenses | $16,745,184 | CYOtherExpensesAmt |
| PY Total Expenses | $47,695,817 | PYTotalExpensesAmt |
| CY Total Expenses | $50,047,051 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,584,213 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,815,803 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $232,301,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $255,835,296 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,315,304 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,664,203 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $187,986,473 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $211,171,093 | NetAssetsOrFundBalancesEOYAmt |
| Mission | GREENWICH ACADEMY IS AN INDEPENDENT COLLEGE PREPARATORY DAY SCHOOL FOR GIRLS AND YOUNG WOMEN THAT SEEKS TO FOSTER EXCELLENCE. FOR MORE INFORMATION SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $40,946,216 | ExpenseAmt |
| Grant | $3,243,420 | GrantAmt |
| Revenue | $38,086,447 | RevenueAmt |
| Desc | GREENWICH ACADEMY IS A COLLEGE PREPARATORY DAY SCHOOL SERVING GIRLS IN GRADES PRE-KINDERGARTEN THROUGH GROUP XII. ALL EXPENDITURES FOR COMPENSATION AND OTHER EXPENSES ARE IN SUPPORT OF INSTRUCTIONAL AND INSTITUTIONAL ACTIVITIES. THIS INCLUDES THE INSTRUCTION OF APPROXIMATELY 800 GIRLS BY 220 FULL TIME AND PART TIME FACULTY AND STAFF. | Desc |
| Total Program Service Expenses | $40,946,216 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 181 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 267 | 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 |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA SABITSANA | PersonNm |
| Phone | 2035524408 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 NORTH MAPLE AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS DUNN | ||||||||
| CHAIRMAN | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RENE M KERN | ||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARNETT D OSMAN | ||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CRAIG W PACKER | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HEATHER JOHNSON SARGENT | ||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAUREN BERKLEY SAUNDERS | ||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CARLOS BRITOS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDER CAPTAIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GRETCHEN CARLSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN F CARROLL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HAGAR HAJJAR CHEMALI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAS DAFTUAR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTEN DZIALGA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN E GRUND | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC ZHENHONG GUO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL A HYMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDER E JACKSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE JOHNSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIANNE CHOLNOKY KAY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN REYNOLDS LEHMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXA RAETHER MADDOCK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SIMONE MCENTIRE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SONNET G MCKINNON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTIAN MEISSNER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDRA WINOKUR NEWMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH OSNOSS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY T ROGERS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL S SCHAFTEL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARKO SONNENBERG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCINE TRAMONTANO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY VAN BISEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANNETTE CR VAN DER WEIJDEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VALERIE WAYNE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MOLLY KING | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $1,371,984 | $0 | $124,325 | |||
| ANDREA SABITSANA | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $312,905 | $0 | $128,877 | |||
| MARK FEINER | ||||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | $393,960 | $0 | $99,574 | Yes (X) | |||
| THOMAS SULLIVAN | ||||||||
| HEAD OF UPPER SCHOOL | 40.00 | $313,972 | $0 | $89,335 | Yes (X) | |||
| REBECCA WALKER | ||||||||
| HEAD OF MIDDLE SCHOOL | 40.00 | $315,849 | $0 | $154,626 | Yes (X) | |||
| DONNA BYRNES | ||||||||
| FORMER DIRECTOR OF ADVANCEMENT | 40.00 | $231,280 | $0 | $19,692 | Yes (X) | |||
| MELISSA ANDERSON | ||||||||
| CO-DIRECTOR OF COLLEGE COUNSELING | 40.00 | $163,423 | $0 | $118,082 | Yes (X) | |||
| NINA HANLON | ||||||||
| DIR. OF ENROLLMENT AND FINANCIAL AID | 40.00 | $182,741 | $0 | $55,856 | Yes (X) | |||
| JON ROSS-WILEY | ||||||||
| HEAD OF LOWER SCHOOL | 40.00 | $206,714 | $0 | $121,234 | Yes (X) | |||
| KATHERINE SCHULZE | ||||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | $161,339 | $0 | $80,509 | Yes (X) | |||
| PATRICK DWYER | ||||||||
| CO-DIRECTOR OF COLLEGE COUNSELING | 40.00 | $157,406 | $0 | $95,580 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,811,573 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,087,690 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 74 | 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 |
|---|---|---|---|---|---|
| SODEXO | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | FACILITIES CONTRACT | $2,193,626 |
| FLIK-COMPASS GROUP | |||||
| 2400 YORKMONT ROAD | CHARLOTTE | NC | 28217 | DINING SERVICES | $1,202,044 |
| OFFIT CAPITAL ADVISORS | |||||
| 485 LEXINGTON AVE 24TH FL | NEW YORK | NY | 10007 | INVESTMENT ADVISING | $359,271 |
| ANN BEHA ARCHITECTS INC | |||||
| 33 KINGSTON STREET | BOSTON | MA | 02111 | CONSTRUCTION | $218,427 |
| FOGARTY COHEN RUSSO & NEMIROFF LLC | |||||
| 1700 EAST PUTNAM AVE STE 406 | OLD GREENWICH | CT | 06870 | LAND USE ATTORNEY SERVICES | $176,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $374,051 | FundraisingAmt |
| All Other Contributions | $26,742,498 | AllOtherContributionsAmt |
| Noncash Contributions | $337,158 | NoncashContributionsAmt |
| Total Contributions | $27,116,549 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | $34,717,136 | $34,717,136 | |
| OTHER PROGRAMS AND ACTIVITIES FEE | 900099 | $4,212,977 | $3,369,311 | $843,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,930,113 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $274,610 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $148,174 | UnrelatedBusinessRevenueAmt |
| Exclusion | $126,436 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $497,847 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $180,542 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $317,305 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $317,305 | TotalRevenueColumnAmt |
| Exclusion | $317,305 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,908,838 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,086,923 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $821,915 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $821,915 | TotalRevenueColumnAmt |
| Exclusion | $821,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $75,075 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $374,051 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $166,707 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$91,632 | TotalRevenueColumnAmt |
| Exclusion | -$91,632 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $438,931 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $274,903 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,028 | TotalRevenueColumnAmt |
| Exclusion | $164,028 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $329,966 | TotalRevenueColumnAmt |
| Exclusion | $329,966 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $329,966 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,862,854 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,086,447 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $991,840 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,668,018 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,243,420 | TotalAmt |
| Program Services | $3,243,420 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,925,427 | TotalAmt |
| Program Services | $3,068,780 | ProgramServicesAmt |
| Management And General | $672,558 | ManagementAndGeneralAmt |
| Fundraising | $184,089 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,646 | TotalAmt |
| Program Services | $361,646 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,356,949 | TotalAmt |
| Program Services | $13,509,709 | ProgramServicesAmt |
| Management And General | $3,020,488 | ManagementAndGeneralAmt |
| Fundraising | $826,752 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,640,860 | TotalAmt |
| Program Services | $1,282,774 | ProgramServicesAmt |
| Management And General | $281,135 | ManagementAndGeneralAmt |
| Fundraising | $76,951 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,341,684 | TotalAmt |
| Program Services | $4,958,619 | ProgramServicesAmt |
| Management And General | $301,560 | ManagementAndGeneralAmt |
| Fundraising | $81,505 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,431,881 | TotalAmt |
| Program Services | $1,114,855 | ProgramServicesAmt |
| Management And General | $248,899 | ManagementAndGeneralAmt |
| Fundraising | $68,127 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,575 | TotalAmt |
| Management And General | $22,575 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,278 | TotalAmt |
| Management And General | $406,278 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,667 | TotalAmt |
| Management And General | $96,667 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,778 | TotalAmt |
| Management And General | $351,778 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555,778 | TotalAmt |
| Program Services | $1,288,106 | ProgramServicesAmt |
| Management And General | $234,182 | ManagementAndGeneralAmt |
| Fundraising | $33,490 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,031,596 | TotalAmt |
| Program Services | $2,706,388 | ProgramServicesAmt |
| Management And General | $274,988 | ManagementAndGeneralAmt |
| Fundraising | $50,220 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,293,339 | TotalAmt |
| Program Services | $3,126,492 | ProgramServicesAmt |
| Management And General | $97,369 | ManagementAndGeneralAmt |
| Fundraising | $69,478 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,546 | TotalAmt |
| Program Services | $352,391 | ProgramServicesAmt |
| Management And General | $31,324 | ManagementAndGeneralAmt |
| Fundraising | $7,831 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,203,375 | TotalAmt |
| Program Services | $1,203,375 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,093,998 | TotalAmt |
| Program Services | $3,684,598 | ProgramServicesAmt |
| Management And General | $327,520 | ManagementAndGeneralAmt |
| Fundraising | $81,880 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,430 | TotalAmt |
| Management And General | $380,661 | ManagementAndGeneralAmt |
| Fundraising | $7,769 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER PROGRAM EXPENSES | $521,271 | $521,271 | ||
| PARENT ASSOCIATION | $511,323 | $344,617 | $166,706 | |
| CAPITAL CAMPAIGN | $231,435 | $231,435 | ||
| EARLY CHILDHOOD/SUMMER | $222,601 | $222,601 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,194 | TotalAmt |
| Program Services | $301,191 | ProgramServicesAmt |
| Management And General | $71,167 | ManagementAndGeneralAmt |
| Fundraising | $50,836 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,047,051 | TotalAmt |
| Program Services | $40,946,216 | ProgramServicesAmt |
| Management And General | $7,163,766 | ManagementAndGeneralAmt |
| Fundraising | $1,937,069 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,192 | BOYAmt |
| EOY | $2,070 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,773,781 | BOYAmt |
| EOY | $36,548,936 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,429,909 | BOYAmt |
| EOY | $17,243,247 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,357,557 | BOYAmt |
| EOY | $2,070,488 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,562 | BOYAmt |
| EOY | $386,821 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,315 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,342 | BOYAmt |
| EOY | $475,953 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $134,631,947 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,933,469 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,567,489 | BOYAmt |
| EOY | $83,698,478 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,122,013 | BOYAmt |
| EOY | $73,572,909 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,031,617 | BOYAmt |
| EOY | $41,836,394 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,301,777 | BOYAmt |
| EOY | $255,835,296 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,321,536 | BOYAmt |
| EOY | $4,965,099 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,097,692 | BOYAmt |
| EOY | $15,733,965 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,896,076 | BOYAmt |
| EOY | $23,965,139 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,315,304 | BOYAmt |
| EOY | $44,664,203 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,065,617 | BOYAmt |
| EOY | $155,155,991 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,175,626 | BOYAmt |
| EOY | $28,742,391 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,745,230 | BOYAmt |
| EOY | $27,272,711 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,986,473 | BOYAmt |
| EOY | $211,171,093 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,301,777 | BOYAmt |
| EOY | $255,835,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $17,815,803 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,368,817 | 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 | $9,197,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,412,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,935,882 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,476,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,116,549 | CurrentTaxYearAmt |
| Total | $73,139,546 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,197,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,412,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,935,882 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,476,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,116,549 | CurrentTaxYearAmt |
| Total | $73,139,546 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,292,947 | SubstantialContributorsTotAmt |
| Public Support Total170 | $55,846,599 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $472,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $439,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $583,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $554,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $624,283 | CurrentTaxYearAmt |
| Total | $2,674,557 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $265,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $253,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,656 | CurrentTaxYearAmt |
| Total | $1,028,148 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $166,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $349,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $267,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $320,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $329,966 | CurrentTaxYearAmt |
| Total | $1,432,632 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $78,274,883 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $176,825,081 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77950 | 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 | MISCELLANEOUS - 2014 AMOUNT: $ 166,180. 2015 AMOUNT: $ 349,148. 2016 AMOUNT: $ 267,311. 2017 AMOUNT: $ 320,027. 2018 AMOUNT: $ 329,966. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,905,688 | BeginningYearBalanceAmt |
| Contributions | $1,631,928 | ContributionsAmt |
| Investment Earnings Or Losses | $5,839,873 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $625,178 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,625,417 | OtherExpendituresAmt |
| End Year Balance | $120,126,894 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,935,211 | BeginningYearBalanceAmt |
| Contributions | $9,981,829 | ContributionsAmt |
| Investment Earnings Or Losses | $7,957,923 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,969,275 | OtherExpendituresAmt |
| End Year Balance | $116,905,688 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,052,678 | BeginningYearBalanceAmt |
| Contributions | $4,107,173 | ContributionsAmt |
| Investment Earnings Or Losses | $10,649,360 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,874,000 | OtherExpendituresAmt |
| End Year Balance | $102,935,211 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,653,580 | BeginningYearBalanceAmt |
| Contributions | $5,106,073 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,381,903 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,325,072 | OtherExpendituresAmt |
| End Year Balance | $92,052,678 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,944,580 | BeginningYearBalanceAmt |
| Contributions | $8,627,439 | ContributionsAmt |
| Investment Earnings Or Losses | $5,644,525 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,562,964 | OtherExpendituresAmt |
| End Year Balance | $92,653,580 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.69980 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22410 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07610 | 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 | $22,152,216 | OtherCostOrOtherBasisAmt |
| Book Value | $22,152,216 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $93,971,305 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,839,171 | DepreciationAmt |
| Book Value | $52,132,134 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,580,591 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,172,677 | DepreciationAmt |
| Book Value | $1,407,914 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,927,835 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,921,621 | DepreciationAmt |
| Book Value | $8,006,214 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $83,698,478 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED INCOME | $12,123,459 | F |
| GLOBAL EQUITY | $15,327,828 | F |
| MULTISTRATEGY HEDGE FUNDS | $6,504,194 | F |
| REAL ASSETS | $1,834,874 | F |
| PRIVATE EQUITY | $6,046,039 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $41,836,394 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $67,161,143 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,368,817 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,697,152 | OtherRevenueAmt |
| Revenue Not Reported | $8,065,969 | RevenueNotReportedAmt |
| Revenue Subtotal | $59,095,174 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $351,778 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $8,415,902 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,767,680 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $67,862,854 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,976,523 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,697,152 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,697,152 | ExpensesNotReportedAmt |
| Expenses Subtotal | $41,279,371 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $351,778 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $8,415,902 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,767,680 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $50,047,051 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ACADEMY'S ENDOWMENTS CONSIST OF APPROXIMATELY 56 INDIVIDUAL DONOR RESTRICTED FUNDS AND 25 BOARD DESIGNATED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ACADEMY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ENDEAVOR TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE BOARD OF TRUSTEES ADOPTED A SPENDING POLICY THAT FUNDS DEBT SERVICE REQUIREMENTS AND FUNDS OPERATING EXPENSES. |
| PART X, LINE 2: | UNCERTAIN TAX POSITIONS THE ACADEMY HAS RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE WITH RESPECT TO THE ACADEMY'S CONTINUED QUALIFICATION UNDER SECTION 501(A) AS A 501(C)(3) TAX-EXEMPT ORGANIZATION. THE ACADEMY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE ACADEMY'S PURPOSE IS SUBJECT TO TAX UNDER THE INTERNAL REVENUE CODE SECTION 511. INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS WOULD BE RECOGNIZED AS PART OF THE INCOME TAX PROVISION AND WOULD INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. THE ACADEMY DID NOT HAVE ANY MATERIAL UNRELATED BUSINESS INCOME TAX LIABILITY AT JUNE 30, 2019 AND 2018. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | BOOKSTORE COST OF GOODS SOLD 274,903. SPECIAL EVENT EXPENSES 166,707. RENTAL EXPENSES 180,542. ALLOCATION FOR CAPITAL 2,075,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 3,243,420. DEPRECIATION 4,047,882. GAPA EXPENSE 511,323. CAPITAL CAMPAIGN EXPENSES 231,435. CAPITAL PROJECTS AND CONTINGENCY 220,976. BANK ISSUE PREMIUM 160,866. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BOOKSTORE COST OF GOODS SOLD 274,903. SPECIAL EVENT EXPENSES 166,707. RENTAL EXPENSES 180,542. ALLOCATION FOR CAPITAL 2,075,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 3,243,420. DEPRECIATION 4,047,882. GAPA EXPENSE 511,323. CAPITAL CAMPAIGN EXPENSES 231,435. CAPITAL PROJECTS AND CONTINGENCY 220,976. BANK ISSUE PREMIUM 160,866. |
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 | GREENWICH ACADEMY HAS OUR NONDISCRIMINATORY POLICY ON THE INTERNET, IN OUR EMPLOYMENT AND ADMISSION APPLICATIONS AND EMPLOYEE HANDBOOK. IN OUR STUDENT HANDBOOK WE HAVE STATEMENTS ABOUT DIVERSITY AND MUTUAL RESPECT. AS A MEMBER OF AN ASSOCIATION OF SCHOOLS, GREENWICH ACADEMY IS INCLUDED IN AN ADVERTISEMENT IN THE NEW YORK TIMES REGARDING OUR NON-DISCRIMINATORY POLICY ANNUALLY. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CAYMAN ISLANDS | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $24,664,768 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $24,664,768 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $24,664,768 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | METHOD OF ACCOUNTING INVESTMENTS ARE REPORTED ON SCHEDULE F, LINE 3, COLUMN (F) AT NET ASSET VALUE, CONSISTENT WITH REPORTING FOR FINANCIAL STATEMENT PURPOSES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GAPA BENEFIT | Event1Nm |
| Gross Receipts Event1 | $449,126 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $374,051 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $75,075 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $77,327 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,100 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $77,280 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $449,126 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $374,051 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $75,075 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $77,327 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $12,100 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $77,280 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $166,707 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$91,632 | 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 | GrantTypeTxt |
| Recipient | 84 | RecipientCnt |
| Cash Grant | $3,243,420 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONITORING GRANTS IN KEEPING WITH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS PRINCIPLES OF GOOD PRACTICE FOR FINANCIAL AID, GREENWICH ACADEMY REQUIRES THE PARENTS OF EACH FINANCIAL AID APPLICANT TO SUBMIT A DETAILED FINANCIAL STATEMENT IN WRITING ANNUALLY. EVERY FAMILY CONTRIBUTES TOWARDS THE COST OF EDUCATING THEIR DAUGHTER AT GREENWICH ACADEMY. IN MOST CASES, IT IS ASSUMED THAT BOTH PARENTS WILL HOLD FULL-TIME EMPLOYMENT TO FUND THESE EDUCATIONAL COSTS TO THE BEST OF THEIR ABILITIES BEFORE SEEKING FINANCIAL AID FROM THE SCHOOL. FULL TUITION SCHOLARSHIPS ARE NOT GRANTED. THE AMOUNT AND NUMBER OF FINANCIAL AID GRANTS ARE SUBJECT TO THE AVAILABILITY OF FUNDS. COMPLETION OF THE PARENTS' FINANCIAL STATEMENT (PFS) BY DECEMBER 15 IS A PREREQUISITE FOR CONSIDERATION IN THE FIRST ROUND OF GRANT ALLOCATIONS. IN ADDITION, CURRENT FORM 1040 INCOME TAX RETURNS, INCLUDING SCHEDULES, AND W-2 FORMS MUST BE SUBMITTED. FINANCIAL AID IS GRANTED FOR ONE SCHOOL YEAR AT A TIME. NEW APPLICATION FORMS MUST BE FILED YEARLY BY DECEMBER 15. FINANCIAL AID IS RESTRICTED TO FAMILIES WHO ARE UNITED STATES CITIZENS OR PERMANENT RESIDENTS. DOCUMENTATION FROM THE STUDENT AND THE PARENTS IS REQUIRED FOR VERIFICATION OF CITIZENSHIP OR PERMANENT RESIDENCY. IF FINANCIAL CIRCUMSTANCES CHANGE, IT IS ASSUMED THAT PARENTS WILL NOTIFY THE DEAN OF FINANCIAL AID AND WILL TAKE RESPONSIBILITY FOR AN ADJUSTED AMOUNT OF THEIR DAUGHTER'S TUITION AND FEES. GREENWICH ACADEMY MONITORS THE USE OF SCHOLARSHIP FUNDS BY CREDITING THE AMOUNT OF THE SCHOLARSHIPS TO THE STUDENT'S ACCOUNT. REFUNDS ARE NOT ISSUED FOR UNUSED FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MOLLY KING | ||||||||||||||
| HEAD OF SCHOOL | $596,439 | $0 | $450,000 | $0 | $325,545 | $0 | $40,625 | $0 | $83,700 | $0 | $1,496,309 | $0 | $286,750 | $0 |
| ANDREA SABITSANA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $312,905 | $0 | $0 | $0 | $0 | $0 | $31,900 | $0 | $96,977 | $0 | $441,782 | $0 | $0 | $0 |
| MARK FEINER | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $393,493 | $0 | $0 | $0 | $467 | $0 | $35,875 | $0 | $63,699 | $0 | $493,534 | $0 | $0 | $0 |
| THOMAS SULLIVAN | ||||||||||||||
| HEAD OF UPPER SCHOOL | $313,972 | $0 | $0 | $0 | $0 | $0 | $27,675 | $0 | $61,660 | $0 | $403,307 | $0 | $0 | $0 |
| REBECCA WALKER | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | $315,423 | $0 | $0 | $0 | $426 | $0 | $27,675 | $0 | $126,951 | $0 | $470,475 | $0 | $0 | $0 |
| DONNA BYRNES | ||||||||||||||
| FORMER DIRECTOR OF ADVANCEMENT | $230,939 | $0 | $0 | $0 | $341 | $0 | $15,900 | $0 | $3,792 | $0 | $250,972 | $0 | $0 | $0 |
| MELISSA ANDERSON | ||||||||||||||
| CO-DIRECTOR OF COLLEGE COUNSELING | $163,423 | $0 | $0 | $0 | $0 | $0 | $15,532 | $0 | $102,550 | $0 | $281,505 | $0 | $0 | $0 |
| NINA HANLON | ||||||||||||||
| DIR. OF ENROLLMENT AND FINANCIAL AID | $182,741 | $0 | $0 | $0 | $0 | $0 | $16,096 | $0 | $39,760 | $0 | $238,597 | $0 | $0 | $0 |
| JON ROSS-WILEY | ||||||||||||||
| HEAD OF LOWER SCHOOL | $206,714 | $0 | $0 | $0 | $0 | $0 | $19,475 | $0 | $101,759 | $0 | $327,948 | $0 | $0 | $0 |
| KATHERINE SCHULZE | ||||||||||||||
| DIRECTOR OF TECHNOLOGY | $161,339 | $0 | $0 | $0 | $0 | $0 | $16,809 | $0 | $63,700 | $0 | $241,848 | $0 | $0 | $0 |
| PATRICK DWYER | ||||||||||||||
| CO-DIRECTOR OF COLLEGE COUNSELING | $157,406 | $0 | $0 | $0 | $0 | $0 | $15,580 | $0 | $80,000 | $0 | $252,986 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING: THE GREENWICH ACADEMY PROVIDES ON-CAMPUS HOUSING AS A CONDITION OF EMPLOYMENT FOR MOLLY KING, HEAD OF SCHOOL. THE FAIR VALUE OF THE HOUSING IS INCLUDED AS A NONTAXABLE BENEFIT ON SCHEDULE J, PART II, COLUMN (D). PERSONAL SERVICES: PER CONTRACT, A HOUSEKEEPER IS PROVIDED TO THE HEAD OF SCHOOL TO MAINTAIN THE HOUSE FOR SPECIAL EVENTS. THIS IS NOT TREATED AS TAXABLE INCOME. |
| PART I, LINE 4B | NON-QUALIFIED RETIREMENT PLANS: THE ACADEMY'S NONQUALIFED DEFERRED COMPENSATION PLAN FOR THE HEAD OF SCHOOL VESTED ON JUNE 30, 2018. AS REQUIRED, IT IS REPORTED AS TAXABLE INCOME IN SCHEDULE J, PART II, BOX (B)(III). AS $286,750 OF THIS AMOUNT WAS REPORTED AS DEFERRED COMPENSATION ON PREVIOUS YEARS' FORMS 990 IN SCHEDULE J, PART II, COLUMN (C), THIS PREVIOUSLY REPORTED AMOUNT IS ALSO BEING REPORTED IN COLUMN (F). |
| PART I, LINE 7 | NON-FIXED PAYMENTS: THE HEAD OF SCHOOL, MOLLY H. KING, IS ELIGIBLE AT THE END OF EACH ACADEMIC YEAR BASED UPON THE ACHIEVEMENT OF AGREED UPON GOALS FOR A BONUS TO BE DETERMINED AT THE BOARD'S DISCRETION. |
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 2007 - SERIES E | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| CUSIP | 20774ULB9 | CUSIPNum |
| Bond Issued | 2007-03-22 | BondIssuedDt |
| Issue Price | $30,456,648 | IssuePriceAmt |
| Purpose | REFUND OF 2001 BOND ISSUE | 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 | $7,746,648 | RetiredAmt |
| Total Proceeds | $30,456,648 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $397,692 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $960,749 | CreditEnhancementAmt |
| Other Spent Proceeds | $29,098,207 | OtherSpentProceedsAmt |
| Substantial Completion | 2002 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
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 | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | 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 | SCHEDULE K, PART II, LINE 15 | FormAndLineReferenceDesc |
| Explanation | OF THE PROCEEDS FROM THE SERIES E BOND ISSUED ON MARCH 22, 2007, $29,098,207 WAS AN ADVANCED REFUNDING OF 2001 SERIES B BONDS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $31,140 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | EDUCATION | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ELIZABETH FEINER | |||
| SPOUSE-KEY EMPLOYEE | $193,633 | COMPENSATION | 0 |
| JOAN SLATTERY | |||
| SPOUSE-KEY EMPLOYEE | $187,558 | COMPENSATION | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $337,158 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | LINE 9(B) NUMBER OF CONTRIBUTIONS THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE GREENWICH ACADEMY ARE THE PARENTS AND GUARDIANS OF CHILDREN CURRENTLY ENROLLED IN THE SCHOOL. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ELECT BETWEEN 21 AND 33 INDIVIDUALS TO SERVE ON THE BOARD OF TRUSTEES TO EXERCISE GENERAL OVERSIGHT OF THE MANAGEMENT OF THE BUSINESS AND PROPERTY OF THE SCHOOL. IN ADDITION, THE ALUMNAE ASSOCIATION PRESIDENT AND PARENTS ASSOCIATION PRESIDENT SERVE ON THE BOARD OF TRUSTEES. REGULAR BOARD MEETINGS ARE HELD, AS WELL AS AN ANNUAL BUSINESS MEETING THAT IS OPEN TO ALL MEMBERS AT THE OPENING OF SCHOOL EVERY YEAR. THE PURPOSE OF THIS MEETING IS TO ELECT ANY NEW MEMBERS OF THE BOARD OF TRUSTEES AND TO REVIEW THE PRIOR YEAR'S FINANCIAL OPERATIONS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING POWERS OF THE CORPORATION SHALL BE DEEMED NONDELEGABLE AND THE EXERCISE THEREOF IS RESERVED TO THE MEMBERS OF THE CORPORATION: (A) TO AMEND THE CERTIFICATE OF INCORPORATION. (B) TO DISSOLVE OR MERGE THE CORPORATION, BUT ONLY UPON THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE MEMBERS OF THE CORPORATION ACTING IN PERSON OR BY PROXY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW THE MEMBERS OF THE AUDIT COMMITTEE WILL RECEIVE A COPY AND REVIEW THE COMPLETE FORM 990 WITHOUT SCHEDULE B - SCHEDULE OF CONTRIBUTORS. A COPY OF THE COMPLETE AND FINAL FORM 990, INCLUDING REQUIRED SCHEDULES, WILL BE PROVIDED TO THE CHAIR OF THE BOARD, THE CHAIR OF THE AUDIT COMMITTEE AND THE HEAD OF SCHOOL. THE CHAIR OF THE BOARD WILL REPORT ANYTHING OF SIGNIFICANCE TO THE FULL BOARD PRIOR TO FILING |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY COVERING ALL TRUSTEES, OFFICERS, AND EMPLOYEES. THE POLICY REQUIRES, AMONG OTHER THINGS, THAT NO INDIVIDUAL MAY PARTICIPATE IN DISCUSSIONS OR DECISIONS ON ANY MATTER IN WHICH HE OR SHE HAS A MATERIAL FINANCIAL INTEREST. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR BOARD DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS OR TO RESPOND TO QUESTIONS. ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND TO INDICATE WHETHER THE ORGANIZATION DOES BUSINESS WITH AN ENTITY IN WHICH THEY HAVE A MATERIAL FINANCIAL INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | OFFICER COMPENSATION REVIEW IN SETTING THE COMPENSATION FOR THE HEAD OF THE SCHOOL, THE GREENWICH ACADEMY'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, COMPRISED OF INDEPENDENT PERSONS, PERIODICALLY CONDUCTS A REVIEW TO DETERMINE THE GOING MARKET RATE OF COMPENSATION RANGES FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS BY REFERENCE TO COMPENSATION SURVEYS, OTHER ORGANIZATIONS' FORM 990 AND COMPENSATION CONSULTANTS. THE GREENWICH ACADEMY SETS COMPENSATION WITHIN THE RANGE OF THE GOING MARKET RATE. NO INDIVIDUAL HAVING A CONFLICT OF INTEREST IS PERMITTED TO PARTICIPATE IN THE REVIEW OR DECISION OF COMPENSATION. THE ORGANIZATION MAINTAINS RECORDS OF THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION. THIS PROCESS IS UNDERTAKEN ANNUALLY. GREENWICH ACADEMY'S POLICIES FOR SETTING THE COMPENSATION FOR THE HEAD OF THE SCHOOL MEET ALL OF THE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENT REVIEW POLICY THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THERE WAS NO CHANGE IN THE PROCESS FROM LAST YEAR. |