SPENCE SCHOOL: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SPENCE SCHOOL (EIN 13-1635286)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-08
- IRS object ID
- 201941289349301394
- Schema version
- 2017v2.3
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T13:28:30-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131635286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SPENCE SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELYSE WATERHOUSE | InCareOfNm |
| Business Name Control | SPEN | BusinessNameControlTxt |
| Phone | 2122895940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELYSE WATERHOUSE | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 2129436822 | PhoneNum |
| Signature | 2019-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CANDICE METH | PreparerPersonNm |
| PTIN | P01306891 | PTIN |
| Phone | 2129498700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26505220191285000017 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0D6C64292980B01E221BB65597699A6824A41647 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D611A41C46BF25E5A65C9B6AAB3989918C636A13 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELLANOR BRIZENDINE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $54,841,541 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SPENCESCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PREPARE A DIVERSE COMMUNITY OF GIRLS AND YOUNG WOMEN FOR THE LIFELONG TRANSFORMATION OF SELF AND THE WORLD WITH PURPOSE, PASSION AND PERSPECTIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 391 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $116,621 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $126,987 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,952,434 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,729,991 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $36,387,724 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,620,100 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,021,066 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,827,269 | CYInvestmentIncomeAmt |
| PY Other Revenue | $578,330 | PYOtherRevenueAmt |
| CY Other Revenue | $174,753 | CYOtherRevenueAmt |
| PY Total Revenue | $56,939,554 | PYTotalRevenueAmt |
| CY Total Revenue | $54,352,113 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,302,229 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,610,333 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,457,285 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,358,597 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,397,918 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,945,158 | PYOtherExpensesAmt |
| CY Other Expenses | $15,339,777 | CYOtherExpensesAmt |
| PY Total Expenses | $48,704,672 | PYTotalExpensesAmt |
| CY Total Expenses | $51,308,707 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,234,882 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,043,406 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $312,371,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $316,380,748 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,818,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,255,046 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $290,552,584 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $293,125,702 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WITH A COMMITMENT TO ACADEMIC EXCELLENCE AND PERSONAL INTEGRITY, THE SPENCE SCHOOL PREPARES A DIVERSE COMMUNITY OF GIRLS AND YOUNG WOMEN FOR THE LIFELONG TRANSFORMATION OF SELF AND THE WORLD WITH PURPOSE, PASSION AND PERSPECTIVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $43,533,275 | ExpenseAmt |
| Grant | $5,610,333 | GrantAmt |
| Revenue | $38,620,100 | RevenueAmt |
| Desc | THE SPENCE SCHOOL IS AN INDEPENDENT, COLLEGE PREPARATORY DAY SCHOOL PROVIDING AN EDUCATION FOR 754 GIRLS IN GRADES KINDERGARTEN THROUGH 12. | Desc |
| Total Program Service Expenses | $43,533,275 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 117 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 391 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELYSE WATERHOUSE | PersonNm |
| Phone | 6469436822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM L JACOB III | |||||||||
| PRESIDENT | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BETSY PITTS | |||||||||
| VICE PRESIDENT | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LYON POLK | |||||||||
| VICE PRESIDENT | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY KRAVIS | |||||||||
| SECRETARY | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAUREN KLEINBERG LEVY | |||||||||
| PRESIDENT OF THE ALUMNAE ASSOC | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ERICA DESAI | |||||||||
| PRESIDENT OF PARENT ASSOC | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GEORGE R BASON JR | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR CHU | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL P CLIFFORD | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANAND DESAI | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA DANZIGER GAMZON | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| AMY GRIFFIN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EMILIO HARRIS | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER HOINE | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SONNY KALSI | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ADAM KLEIN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT N LAUDER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MEREDITH RUBEL LIPSHER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD OLCOTT | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| C CYBELE RAVER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES SHULMAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSE TAVAREZ | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THEODORE T WANG | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| AKUEZUNKPA UDE WELCOME | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RAVI P YADAV | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELLANOR N BRIZENDINE | |||||||||
| HEAD OF SCHOOL | 40.0 | 0.0 | Yes (X) | $766,739 | $0 | $52,326 | |||
| ELYSE WATERHOUSE | |||||||||
| DIRECTOR FINANCE & OPERATIONS | 40.0 | 0.0 | Yes (X) | $461,742 | $0 | $34,127 | |||
| KAREN SULLIVAN | |||||||||
| HEAD OF MIDDLE SCHOOL | 40.0 | 0.0 | $257,517 | $0 | $32,012 | Yes (X) | |||
| MICHELE KRAUTHAMER | |||||||||
| HEAD OF UPPER SCHOOL | 40.0 | 0.0 | $250,362 | $0 | $35,073 | Yes (X) | |||
| ELIZABETH CAUSEY | |||||||||
| HEAD OF LOWER SCHOOL | 40.0 | 0.0 | $247,357 | $0 | $31,364 | Yes (X) | |||
| DOUG BROPHY | |||||||||
| ACADEMIC DEAN | 40.0 | 0.0 | $290,690 | $0 | $31,731 | Yes (X) | |||
| CHRISTOPHER YORK | |||||||||
| INFORMATION SYSTEMS MANAGER | 40.0 | 0.0 | $248,806 | $0 | $31,035 | Yes (X) | |||
| DANA CROWELL | |||||||||
| DIRECTOR OF COLLEGE COUNSELING | 40.0 | 0.0 | $215,784 | $0 | $33,303 | Yes (X) | |||
| SUSAN PARKER | |||||||||
| DIRECTOR OF ADMISSIONS | 40.0 | 0.0 | $214,620 | $0 | $35,834 | Yes (X) | |||
| MICHELE MURPHY | |||||||||
| DIR ACADEMIC PRGRMS/TECHNOLOGY | 40.0 | 0.0 | $214,514 | $0 | $37,059 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,168,131 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $353,864 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 99 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROGERS PARTNERS PLC | |||||
| 100 READE STREET | NEW YORK | NY | 10013 | ARCHITECTURE DESIGN | $1,925,249 |
| GILBANE BUILDING COMPANY | |||||
| 7 JACKSON WALKWAY | PROVIDENCE | RI | 02903 | PRE-CONSTRUCTION SVC | $1,646,018 |
| ZUBATKIN OWNER REPRESENTATION LLC | |||||
| 333 WEST 52ND STREET | NEW YORK | NY | 10019 | CONSTRUCTION MANAGER | $651,884 |
| BUILDING MAINTENANCE SERVICE LLC | |||||
| 11 PENN PLAZA | NEW YORK | NY | 10001 | CLEANING SERVICES | $359,751 |
| FRIEDMAN GOTBAUM LLP | |||||
| 568 BROADWAY | NEW YORK | NY | 10012 | LEGAL SERVICES | $327,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $778,162 | GovernmentGrantsAmt |
| All Other Contributions | $11,951,829 | AllOtherContributionsAmt |
| Noncash Contributions | $912,720 | NoncashContributionsAmt |
| Total Contributions | $12,729,991 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611710 | $37,292,611 | $37,292,611 |
| AFTER SCHOOL PRGM | 611710 | $888,309 | $888,309 |
| MUSIC PROGRAM FEES | 611710 | $199,238 | $199,238 |
| STUDENT FEES | 611710 | $97,874 | $97,874 |
| OTHER PROGRAM SERVICE REVENUE | 611710 | $142,068 | $142,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,620,100 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,971,874 | TotalRevenueColumnAmt |
| Exclusion | $1,971,874 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $179,641 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $179,641 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,641 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $76,640 | UnrelatedBusinessRevenueAmt |
| Exclusion | $103,001 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,344,823 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $489,428 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $855,395 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $855,395 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $44,869 | UnrelatedBusinessRevenueAmt |
| Exclusion | $810,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS-THRU LOSS FROM LIMITED PARTNERSHIP K-1'S | Desc |
| Total Revenue Column | -$4,888 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$4,888 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$4,888 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,352,113 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,620,100 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $116,621 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,885,401 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,610,333 | TotalAmt |
| Program Services | $5,610,333 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,239,143 | TotalAmt |
| Program Services | $1,731,450 | ProgramServicesAmt |
| Management And General | $507,693 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,616,579 | TotalAmt |
| Program Services | $19,649,221 | ProgramServicesAmt |
| Management And General | $835,835 | ManagementAndGeneralAmt |
| Fundraising | $1,131,523 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,509,940 | TotalAmt |
| Program Services | $1,383,966 | ProgramServicesAmt |
| Management And General | $57,693 | ManagementAndGeneralAmt |
| Fundraising | $68,281 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,360,342 | TotalAmt |
| Program Services | $3,056,537 | ProgramServicesAmt |
| Management And General | $158,119 | ManagementAndGeneralAmt |
| Fundraising | $145,686 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,632,593 | TotalAmt |
| Program Services | $1,482,294 | ProgramServicesAmt |
| Management And General | $81,385 | ManagementAndGeneralAmt |
| Fundraising | $68,914 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,805 | TotalAmt |
| Management And General | $83,805 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,000 | TotalAmt |
| Management And General | $55,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,409 | TotalAmt |
| Management And General | $188,409 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,462 | TotalAmt |
| Program Services | $593,932 | ProgramServicesAmt |
| Management And General | $324,474 | ManagementAndGeneralAmt |
| Fundraising | $74,056 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,786 | TotalAmt |
| Management And General | $23,642 | ManagementAndGeneralAmt |
| Fundraising | $257,144 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,148,104 | TotalAmt |
| Program Services | $569,625 | ProgramServicesAmt |
| Management And General | $219,631 | ManagementAndGeneralAmt |
| Fundraising | $358,848 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,821 | TotalAmt |
| Program Services | $66,635 | ProgramServicesAmt |
| Management And General | $446,530 | ManagementAndGeneralAmt |
| Fundraising | $37,656 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,685,933 | TotalAmt |
| Program Services | $1,348,746 | ProgramServicesAmt |
| Management And General | $337,187 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,440 | TotalAmt |
| Program Services | $591,623 | ProgramServicesAmt |
| Management And General | $20,374 | ManagementAndGeneralAmt |
| Fundraising | $25,443 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,146 | TotalAmt |
| Program Services | $220,634 | ProgramServicesAmt |
| Management And General | $5,916 | ManagementAndGeneralAmt |
| Fundraising | $7,596 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,169 | TotalAmt |
| Management And General | $353,169 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,205,383 | TotalAmt |
| Program Services | $4,164,306 | ProgramServicesAmt |
| Management And General | $1,041,077 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,417 | TotalAmt |
| Program Services | $305,134 | ProgramServicesAmt |
| Management And General | $76,283 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FOOD SERVICE | $581,128 | $581,128 | ||
| AFTERSCHOOL PROGRAMS | $878,389 | $878,389 | ||
| CAMPAIGN EXPENSES | $211,271 | $211,271 | ||
| OTHER EXPENSES | $1,872,114 | $1,299,322 | $11,500 | $561,292 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,308,707 | TotalAmt |
| Program Services | $43,533,275 | ProgramServicesAmt |
| Management And General | $5,377,514 | ManagementAndGeneralAmt |
| Fundraising | $2,397,918 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,206,639 | BOYAmt |
| EOY | $46,043,478 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,711,603 | BOYAmt |
| EOY | $14,914,531 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,751 | BOYAmt |
| EOY | $767,262 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,045 | BOYAmt |
| EOY | $4,615 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,545,714 | BOYAmt |
| EOY | $2,188,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $219,005,457 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,856,148 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,648,137 | BOYAmt |
| EOY | $163,149,309 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,946,767 | BOYAmt |
| EOY | $65,773,856 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,125,177 | BOYAmt |
| EOY | $23,047,358 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,736 | BOYAmt |
| EOY | $491,119 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,371,569 | BOYAmt |
| EOY | $316,380,748 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,614,709 | BOYAmt |
| EOY | $2,730,481 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,063,145 | BOYAmt |
| EOY | $8,948,833 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,141,131 | BOYAmt |
| EOY | $11,575,732 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,818,985 | BOYAmt |
| EOY | $23,255,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,179,868 | BOYAmt |
| EOY | $165,849,569 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,597,967 | BOYAmt |
| EOY | $62,788,718 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,774,749 | BOYAmt |
| EOY | $64,487,415 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,552,584 | BOYAmt |
| EOY | $293,125,702 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,371,569 | BOYAmt |
| EOY | $316,380,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,043,406 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,625,334 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,095,622 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,878,598 | BeginningYearBalanceAmt |
| Contributions | $715,693 | ContributionsAmt |
| Investment Earnings Or Losses | $6,146,023 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,702,000 | OtherExpendituresAmt |
| End Year Balance | $88,038,314 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,181,532 | BeginningYearBalanceAmt |
| Contributions | $957,956 | ContributionsAmt |
| Investment Earnings Or Losses | $7,264,110 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,525,000 | OtherExpendituresAmt |
| End Year Balance | $84,878,598 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,307,974 | BeginningYearBalanceAmt |
| Contributions | $6,333,281 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,120,723 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,339,000 | OtherExpendituresAmt |
| End Year Balance | $80,181,532 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,638,918 | BeginningYearBalanceAmt |
| Contributions | $2,407,031 | ContributionsAmt |
| Investment Earnings Or Losses | $1,332,025 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,070,000 | OtherExpendituresAmt |
| End Year Balance | $78,307,974 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,391,297 | BeginningYearBalanceAmt |
| Contributions | $3,426,029 | ContributionsAmt |
| Investment Earnings Or Losses | $10,117,592 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,296,000 | OtherExpendituresAmt |
| End Year Balance | $77,638,918 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04710 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73250 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22040 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,693,288 | OtherCostOrOtherBasisAmt |
| Book Value | $30,693,288 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $169,238,068 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,198,118 | DepreciationAmt |
| Book Value | $121,039,950 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,880,212 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,658,030 | DepreciationAmt |
| Book Value | $1,222,182 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,193,889 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $10,193,889 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $163,149,309 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $19,434,681 | F |
| PRIVATE EQUITY FUNDS | $3,612,677 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,047,358 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $52,178,705 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,625,334 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,625,334 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,553,371 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $188,409 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,610,333 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,798,742 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $54,352,113 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $49,605,587 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,095,622 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,095,622 | ExpensesNotReportedAmt |
| Expenses Subtotal | $45,509,965 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $188,409 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,610,333 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,798,742 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $51,308,707 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART V, LINE 4 | THE SCHOOL'S ENDOWMENT CONSISTS OF BOTH INDIVIDUAL DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT. THE ENDOWMENT FUNDS OF THE SCHOOL ARE INTENDED TO BE USED TO SUPPORT ITS LONG-TERM MISSION. |
| FORM 990, SCHEDULE D, PART X, LINE 2 | THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (THE "FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE SCHOOL, THESE PROVISIONS COULD BE APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME TAX ("UBIT") ATTRIBUTABLE TO CERTAIN OF THE SCHOOL'S INVESTMENTS AND RENTAL INCOME ACTIVITIES. HOWEVER, DUE TO THE SCHOOL'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON THE SCHOOL'S FINANCIAL STATEMENTS. UBIT TAX EXPENSE REPORTED IN THE FINANCIAL STATEMENTS WAS $20,500 WHICH REPRESENTS THE SCHOOL'S ACCRUED TAX ON TRANSPORTATION BENEFITS AS REQUIRED BY THE TAX CUTS AND JOBS ACT OF 2017, AS WELL AS INVESTMENT INCOME AND RENTAL INCOME. |
| FORM 990, SCHEDULE D, PART XI, LINE 4B AND PART XII, LINE 4B | AMOUNT REPRESENTS FINANCIAL AID OF $5,610,333 WHICH WAS NETTED FOR FINANCIAL REPORTING PURPOSES. |
| FORM 990, SCHEDULE D, PART XII, LINE 2D | LOSS ON UNCOLLECTIBLE PLEDGES OF $4,095,622. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE E, PART I, LINE 3 | THE SCHOOL PUBLICIZES ITS NON-DISCRIMINATION POLICY ON ITS WEBSITE. |
| FORM 990, SCHEDULE E, PART I, LINE 6A | THE SCHOOL RECEIVES AN APPROPRIATION FROM THE NEW YORK STATE DEPARTMENT OF EDUCATION FOR THE PERFORMANCE OF MANDATED SERVICES AND FUNDING FOR SAFETY EQUIPMENT. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $7,291,185 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $7,291,185 | SubtotalSpentAmt |
| Total Spent | $7,291,185 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE F, PART I, LINE 3, COLUMN (F) | AMOUNT REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING. |
| FORM 990, SCHEDULE F, PART IV | FORM 926: THE SCHOOL WAS A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION DURING THE TAX YEAR, HOWEVER, THE SCHOOL DID NOT MEET THE MINIMUM FILING THRESHOLD REQUIREMENTS FOR THE FORM. FORM 8865: THE SCHOOL HAD AN OWNERSHIP INTEREST IN A FOREIGN PARTNERSHIP DURING THE TAX YEAR, HOWEVER THE SCHOOL DID NOT MEET THE REPORTING REQUIREMENTS FOR THIS FORM. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID PROVIDED TO STUDENTS | GrantTypeTxt |
| Recipient | 140 | RecipientCnt |
| Non Cash Assistance | $5,610,333 | NonCashAssistanceAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION REDUCTION | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE SPENCE SCHOOL REQUESTS THAT FAMILIES APPLYING FOR NEED-BASED FINANCIAL AID ANNUALLY SUBMIT THE PARENTS' FINANCIAL STATEMENTS TO SCHOOL AND STUDENT SERVICES BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS ("NAIS"), AS WELL AS PROVIDE COPIES OF FINANCIAL INFORMATION, SUCH AS TAX RETURNS AND W-2 FORMS. ALL GRANTS OF FINANCIAL AID ARE APPLIED TO A RECIPIENT'S OUTSTANDING TUITION CHARGES. | 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 (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELLANOR N BRIZENDINE | ||||||||||||||
| HEAD OF SCHOOL | $766,739 | $0 | $0 | $0 | $0 | $0 | $40,945 | $0 | $11,381 | $0 | $819,065 | $0 | $0 | $0 |
| ELYSE WATERHOUSE | ||||||||||||||
| DIRECTOR FINANCE & OPERATIONS | $461,742 | $0 | $0 | $0 | $0 | $0 | $22,945 | $0 | $11,182 | $0 | $495,869 | $0 | $0 | $0 |
| KAREN SULLIVAN | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | $257,517 | $0 | $0 | $0 | $0 | $0 | $20,631 | $0 | $11,381 | $0 | $289,529 | $0 | $0 | $0 |
| MICHELE KRAUTHAMER | ||||||||||||||
| HEAD OF UPPER SCHOOL | $250,362 | $0 | $0 | $0 | $0 | $0 | $21,169 | $0 | $13,904 | $0 | $285,435 | $0 | $0 | $0 |
| ELIZABETH CAUSEY | ||||||||||||||
| HEAD OF LOWER SCHOOL | $247,357 | $0 | $0 | $0 | $0 | $0 | $19,983 | $0 | $11,381 | $0 | $278,721 | $0 | $0 | $0 |
| DOUG BROPHY | ||||||||||||||
| ACADEMIC DEAN | $290,690 | $0 | $0 | $0 | $0 | $0 | $20,350 | $0 | $11,381 | $0 | $322,421 | $0 | $0 | $0 |
| CHRISTOPHER YORK | ||||||||||||||
| INFORMATION SYSTEMS MANAGER | $248,806 | $0 | $0 | $0 | $0 | $0 | $19,853 | $0 | $11,182 | $0 | $279,841 | $0 | $0 | $0 |
| DANA CROWELL | ||||||||||||||
| DIRECTOR OF COLLEGE COUNSELING | $215,784 | $0 | $0 | $0 | $0 | $0 | $17,956 | $0 | $15,347 | $0 | $249,087 | $0 | $0 | $0 |
| SUSAN PARKER | ||||||||||||||
| DIRECTOR OF ADMISSIONS | $214,620 | $0 | $0 | $0 | $0 | $0 | $16,460 | $0 | $19,374 | $0 | $250,454 | $0 | $0 | $0 |
| MICHELE MURPHY | ||||||||||||||
| DIR ACADEMIC PRGRMS/TECHNOLOGY | $214,514 | $0 | $0 | $0 | $0 | $0 | $18,368 | $0 | $18,691 | $0 | $251,573 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I LINE 1A | THE SCHOOL PROVIDES HOUSING TO THE HEAD OF SCHOOL. THE HOUSING BENEFIT IS PART OF THE EMPLOYMENT CONTRACT OF THE HEAD OF SCHOOL. |
| FORM 990, SCHEDULE J, PART I, LINE 4B | THE SCHOOL MAINTAINS A SECTION 457(B) DEFERRED-COMPENSATION PLAN FOR ITS HEAD OF SCHOOL. THE SCHOOL PROVIDES ANNUAL CONTRIBUTIONS TO THE PLAN ON HER BEHALF. THE CONTRIBUTION FOR THE CURRENT YEAR WAS $18,000. |
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 | BUILD NYC RESOURCE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 454040561 | BondIssuerEIN |
| Bond Issued | 2013-09-25 | BondIssuedDt |
| Issue Price | $14,080,000 | IssuePriceAmt |
| Purpose | EXPANSION/ACQUISITION OF SPACE | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $0 | TotalProceedsAmt |
| In Reserve Fund | $14,080,000 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $310,784 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 64 | ContributionCnt |
| Noncash Contributions Rpt F990 | $912,720 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE M, PART I, LINE 32A | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL USES A THIRD PARTY BROKER TO SELL DONATED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES ANAND DESAI AND ERICA DESAI ARE HUSBAND AND WIFE. |
| FORM 990, PART VI, SECTION B, LINE 11A | THE FORMS 990, 990-T AND CT-13 ARE DISTRIBUTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINES 12C | CONFLICT OF INTEREST STATEMENTS ARE DISTRIBUTED ANNUALLY FOR COMPLETION TO ALL TRUSTEES AND KEY EMPLOYEES AT A BOARD MEETING AND COLLECTED AT THE END OF THE MEETING. THE ASSISTANT TO THE HEAD OF SCHOOL FOLLOWS UP WITH ANY TRUSTEES WHO WERE NOT PRESENT. |
| FORM 990, PART VI, SECTION B, LINES 15A AND 15B | THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED AND APPROVED BY THE OFFICERS OF THE BOARD OF TRUSTEES BASED UPON COMPARATIVE DATA PUBLISHED BY PEER SCHOOLS AND THEN RATIFIED BY THE BOARD OF TRUSTEES. THE HEAD OF SCHOOL ALSO HAS A WRITTEN EMPLOYMENT AGREEMENT. THE COMPENSATION OF THE DIRECTOR OF FINANCE AND OPERATIONS AND KEY EMPLOYEES IS REVIEWED BY THE HEAD OF SCHOOL AND THE PRESIDENT OF THE BOARD OF TRUSTEES. COMPARATIVE DATA FROM PEER SCHOOLS IS USED TO MAKE SURE COMPENSATION IS AT CURRENT MARKET RATES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES THE FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | LOSS ON UNCOLLECTIBLE PLEDGES OF $4,095,622. |